Construction-stock rebound hinges on orders turning into profit; Changlan Technology’s liquid-cooling plans depend on costs and validation progress
Guosheng Securities is positive on the conversion of a cleanroom leader’s orders into profits and on opportunities in some construction stocks after their pullback. Founder Securities believes the retrofit cost of immersion liquid cooling is now close to that of cold-plate cooling, but Changlan Technology’s coolants are still undergoing validation, and its forecast profit for 2026 is below the previous year’s level.
Fengkou Yanbao ·