Opportunity on February 26th

StrawberryIce · 2026-02-26T02:08:43+00:00

Shenling Environment, with orders from Huawei and Amazon, achieved a 77% increase in performance, becoming a leader in the liquid cooling industry. There is still room for valuation recovery in the future, with orders and production capacity continuing to grow.

StrawberryIce

2026-02-26 02:08:43

Abstract generation in progress

Shenling Environment

The most authentic AI liquid cooling, surge in Huawei orders
Core supplier of Huawei’s liquid cooling, essential for AI computing infrastructure, with both orders and performance growing rapidly, making it the most competitive in the sector.
Performance far exceeds expectations, valuation not yet fully realized
Net profit increased by over 77%, with solid performance delivery, still room for valuation catch-up compared to peers.
Dual support from nuclear power and energy storage, capturing all themes
High barriers in nuclear power, increased energy storage cooling, multiple popular concepts stacking, attracting capital.
Key supplier for Amazon AWS, confirmed North American orders
Entered Amazon’s factory inspection list, North American liquid cooling orders have reached 120 million yuan, securing the highest-end global AI computing market, with the strongest certainty of overseas volume growth.
Dual binding with Huawei and Amazon, global leader in liquid cooling
Bound with Huawei domestically, entered Amazon’s supply chain overseas, orders are full, capacity is maxed out, and high performance growth continues.
Overseas large orders catalyze and double performance
Overseas orders of 250 million yuan (120 million from the US), data center orders doubled year-on-year, valuation still has room for catch-up.

Summary in one sentence: Amazon confirmed orders + Huawei liquid cooling + significant performance growth + multiple themes = strong upward momentum.

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