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The research report of CITIC Securities points out that the mass production of the Rubin platform will drive the liquid cooling industry from expectations to order delivery, and the demand for liquid cooling in optical modules will also grow significantly from scratch, with the demand at various links of the industrial chain being released simultaneously. CITIC Securities believes that after long-term validation and cooperation, the pace of increasing orders from terminal customers by domestic manufacturers is expected to accelerate in 2026. Therefore, CITIC Securities recommends focusing on supply chain manufacturers that possess mass production and delivery capabilities, are deeply bound to customers, and have capacity expansion that matches the pace of downstream implementation.
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