Feirongda says liquid cooling orders and deliveries proceeding on schedule

The significance here is less the operational update than the disclosure channel: a Shenzhen-listed supplier using an investor Q&A to affirm delivery cadence signals that liquid cooling demand visibility is now a topic retail and institutional holders are actively probing. That matters for the broader AI infrastructure supply chain, where order-book transparency from component makers is often sparse. The open question is whether Feirongda's capacity plans track actual customer commitments or anticipated demand — the wording leaves both readings open.