According to the CITIC Securities Research Report, the diamond cooling industry is expected to usher in investment opportunities in the first year of industrialization, driven by the steep rise in AI chip power consumption, traditional metal heat dissipation approaching the physical limit, and continuous optimization of diamond preparation technology processes. CITIC Securities proposed two main lines of layout around pioneering commercial delivery and significant energy production card positions: 1. Focus on industry leaders, companies that are the first to supply heat sinks in small batches, self-development of equipment, and lead in production capacity scale; 2. Focus on relevant enterprises with leading processes, large-scale manufacturing and full-scale industry chain capabilities, and accelerated production expansion layout.

According to the CITIC Securities Research Report, the diamond cooling industry is expected to usher in investment opportunities in the first year of industrialization, driven by the steep rise in AI chip power consumption, traditional metal heat dissipation approaching the physical limit, and continuous optimization of diamond preparation technology processes. CITIC Securities proposed two main lines of layout around pioneering commercial delivery and significant energy production card positions: 1. Focus on industry leaders, companies that are the first to supply heat sinks in small batches, self-development of equipment, and lead in production capacity scale; 2. Focus on relevant enterprises with leading processes, large-scale manufacturing and full-scale industry chain capabilities, and accelerated production expansion layout.