港股异动 | 三花智控(02050)尾盘涨超4% 盘后将发中期业绩 公司拓展液冷服务器及人形机器人相关领域

智通财经
Aug 28, 2025

智通财经APP获悉,三花智控(02050)尾盘涨超4%,截至发稿,涨3.75%,报31.54港元,成交额2.61亿港元。

消息面上,三花智控拟于8月28日举行董事会会议批准中期业绩。此外,公司近期在互动平台表示,液冷服务器与热泵系统的底层零部件高度重合,公司在热管理零部件领域深耕四十余年,已实现规模化量产与技术迭代,可以快速适配液冷服务器工况需求。目前公司积极拓展液冷服务器领域业务,将持续推进与液冷相关企业的合作。

高盛此前发布研报称,三花智控为全球领先的暖通空调控制及热管理部件供应商,看好其在人形机器人执行器领域的增长潜力,这建立在其在暖通空调部件和电动车热管理部件的稳固全球市场领导地位之上。该行认为,人形机器人是重要的长期技术趋势,三花作为高可见度的执行器组装商,有望在供应链中获得关键角色,预测到2030年,该业务板块将贡献25%和18%的总收入和净利润。

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