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Shenling Environment (301018.SZ): The "Specialized Environmental System R&D and Manufacturing Base Project (Phase II)" has been completed, and the remaining raised funds will be permanently补充流动资金.
On December 11, 2023, Glorious Exchange announced that Shenling Environment (301018.SZ) held the fourth meeting of the fourth Board of Directors and the fourth meeting of the fourth Board of Supervisors. The meetings approved the proposal regarding the completion of certain fundraising investment projects and the permanent replenishment of the remaining fundraising into working capital. Given that the company's specialized environmental system research and manufacturing base project (Phase II) for the issuance of Stocks to specific objects has met certain Business requirements, to improve the efficiency of the company's use of raised funds and reduce financial costs, the company plans to submit the above fundraising.
Shenling Environment (301018): Datacenter business surged, AI liquid cooling penetration opened up growth space.
Investment key events: On October 29, 2024, the company will release its third quarter report for 2024. In the first three quarters of 2024, the company achieved revenue of 1.977 billion yuan, a year-on-year increase of 6.20%; realizing attributable
Minsheng Securities: The upgrade of GPU power consumption drives the increase in the penetration rate of liquid cooling.
With the upgrade of GPU power consumption driving the increase in liquid cooling penetration, the industry chain upstream and downstream are expected to collaboratively advance the decoupling of liquid cooling cabinets from servers, leading to the formation of a unified standard.
Tianfeng: New AI momentum drives industry growth acceleration, bullish on the communication industry to continue high prosperity and accelerate growth each quarter.
In terms of net income, the overall net income of communications equipment in Q3 2024 increased by 18% year-on-year, a significant reversal compared to the -16% in Q3 2023, reflecting a rapid recovery in industry profitability amid the transition between old and new driving forces.
Shenling Environment (301018): Datacenter orders are gradually landing, with the company increasing its expenditure.
Event: In the first three quarters of 2024, the company achieved revenue of 1.977 billion yuan, a year-on-year increase of +6.2%, and net income attributable to the parent company of 0.143 billion yuan, a year-on-year decrease of -4.11%; of which, in 2024Q3, revenue reached 6.72 billion yuan.
Shenling Environmental: Report for the third quarter of 2024
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