瑞声科技(02018)今日盘中出现大幅上涨，涨幅达5.06%，引发市场关注。
消息面上，公司近期在先进散热技术领域取得多项进展。首先，瑞声科技基于MEMS压电薄膜关键技术的CoolFan系列主动散热芯片产品已完成研发试制，进入小批量试产阶段，预计2027年初实现大批量量产出货。该产品可广泛应用于AI手机、智能手表、XR眼镜及各类AI智能终端场景，目前公司已与业界龙头客户合作，产品性能获多家客户积极反馈，正在进行整机场景验证。
此外，公司旗下远地科技的液冷CDU产品已实现规模化量产，月产能达400台，产能跻身全球前三。随着英伟达明确新一代旗舰AI平台全面搭载液冷方案，行业散热需求加速释放，公司订单已覆盖北美、欧洲、东南亚市场，并获多家头部互联网企业批量交付。同时，花旗此前上调公司未来三年EPS预测，看好iPhone VC散热模组单价提升及数据中心新业务增量，预计下半年进入iPhone 18系列补货周期。多重技术突破与行业利好共同推动了股价的强势表现。
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