【国海证券：板式换热器国产替代迎机会 维持汽车行业“推荐”评级】国海证券发布研报称，AI驱动数据中心液冷需求趋势逐渐明朗，相应拉动数据中心板式换热器市场，核心零部件厂商进入业绩释放周期。据该行测算，2030年全球数据中心二次侧板换市场规模达317亿元，2026-2030年CAGR为23%，行业有望较长期处于高景气区间，该行维持汽车行业“推荐”评级。
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