本报记者 张晓玉 陈红 散热技术革命，正成为数字经济时代的隐形战场。一纸"双碳"军令状，一场"东数西算"的国家工程，正 将一项曾经"高冷"的技术——液冷，推至聚光灯下。 资本市场已率先感知这股热浪。11月13日，液冷概念持续上扬。截至当日上午收盘，该板块指数报 1716.35点，上涨2.22%，总成交额达583.58亿元，上涨个股107家，仅12家下跌。 其中，新宙邦（300037）（300037）以18.76%的涨幅领涨，超频三（300647）（300647）涨幅达 14.10%，同飞股份（300990）（300990）涨超10%，新安股份（600596）（600596）涨停，英维克 （002837）（002837）、申菱环境（301018）（301018）等产业链个股跟涨。 这并非偶然。其背后，是数据中心这个"能耗巨兽"在"双碳"战略下面临的迫切转型，一场由政策和算力 需求共同驱动的散热革命，已全面爆发。数据中心是数字经济的发动机，但也是隐形的"电老虎"。随着 数字中国建设加速，其能耗与碳排放问题日益凸显。国家多部委联合划定硬性标准：到2025年，数据中 心能效水平要提升30%，大型数据中心PUE（电源使 ...

| | | | | 液冷概念板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 代码 | 名称 | 0 | 涨幅%↓ | 总市值 | 年初至今涨幅% | | 1 | 300037 | 新宙邦 | 1 | 16.88 | 478亿 | 73.09 | | 2 | 300990 | 同飞股份 | 1 | 12.22 | 137亿 | 97.19 | | 3 | 600596 | 新安股份 | 1 | 10.04 | 167亿 | 42.89 | | 4 | 002837 | 英维克 | 章 | 10.00 | 720亿 | 138.65 | | 5 | 301489 | 思泉新材 | 1 | 9.03 | 150亿 | 282.25 | | 6 | 002326 | 永太科技 | 1 | 8.78 | 274亿 | 231.32 | | 7 | 688035 | 德邦科技 | તાર | 7.99 | 73.98亿 | 42.71 | | 8 | 603906 | 龙蟠科技 | 1 | 7.75 | 145亿 | 104.05 | | ರಿ ...

Market Overview - The A-share market showed positive momentum with the ChiNext index rising by 2.68% at midday, while the Shanghai Composite Index increased by 0.44% and the Shenzhen Component Index rose by 1.8% [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.26 trillion yuan, an increase of 11 billion yuan compared to the previous trading day, with over 3,800 stocks rising [6] Sector Performance - The lithium battery industry chain experienced a significant surge, with companies like CATL rising over 8% and several stocks hitting the daily limit [4] - The chemical and non-ferrous metal sectors also performed well, while oil and gas stocks, along with bank stocks, saw a pullback [4] - The real estate sector showed volatility with stocks like China Wuyi hitting the daily limit, and other companies like Huaxia Happiness and Sanxiang Impression also performing well [7] Key Stocks - Notable stock performances included: - Dazhen Lishen up by 25.42% at 37.00 yuan - Shangneng Electric up by 18.82% at 44.22 yuan - Taihe Technology up by 16.74% at 40.96 yuan - Wanrun New Energy up by 14.15% at 101.39 yuan [8] Energy Sector Developments - The energy storage concept stocks continued to strengthen, with companies like Longzhou Co., Weike Technology, and Cangzhou Mingzhu seeing significant gains [7] - The National Energy Administration released guidelines to promote the integration of new energy, emphasizing the development of new hydropower and wind-solar integrated bases [7] Gold and Precious Metals - The gold sector showed strength with companies like Xin'an Co. and Shengtun Mining hitting the daily limit, while other gold-related stocks also performed well [10] International Market Influence - The main contract for polysilicon futures rose by 3% to 53,835 yuan per ton, indicating a positive trend in the materials sector [11] - The Hong Kong market opened lower, with the Hang Seng Index down by 0.53% and the Hang Seng Tech Index down by 0.82% [18] Currency and Monetary Policy - The People's Bank of China conducted a 1,900 billion yuan reverse repurchase operation with a rate of 1.4%, indicating ongoing liquidity management [19] - The RMB to USD central parity rate was reported at 7.0865, depreciating by 32 basis points from the previous day [20]

3分钟便捷开户，把握投资先机！长江证券三大尊享福利>> | | | | | 有机硅板块个股 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 代码 | | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | 1 | 300497 | 富祥药业 | 1 | 20.03 | 94.26亿 | 109.83 | | 2 | 688353 | 华盛博电 | 1 | 20.00 | 191亿 | 413.26 | | 3 | 600596 | 新安股份 | 兼 | 10.04 | 167亿 | 42.89 | | ব | 002709 | 天赐材料 | 1 | 10.00 | 925 Z | 140.68 | | 5 | 600141 | 兴发集团 | 1 | 7.55 | 387亿 | 69.41 | | 6 | 300821 | 东岳硅材 | | 7.54 | 161亿 | 73.05 | | 7 | 301238 | 瑞泰新材 | + | 7.22 | 194Z | 69.75 | | 8 | 002091 | 江苏国泰 | 1 | 6.6 ...

（文章来源：每日经济新闻） 每经AI快讯，新安股份盘中涨停，涨幅10.04%，成交额超1亿元。 ...

Group 1 - The organic silicon sector showed strong performance on November 10, with notable increases in stock prices [1] - Dongyue Silicon Materials rose over 10%, while Hoshine Silicon Industry increased by more than 8% [1] - Other companies such as Silbond Technology, Runhe Materials, and Xin'an Chemical also experienced gains [1]

Group 1 - The agricultural chemical sector increased by 1.71% on November 10, with Chengxing Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 4018.6, up 0.53%, while the Shenzhen Component Index closed at 13427.61, up 0.18% [1] - Chengxing Co., Ltd. saw a closing price of 13.13, with a rise of 9.97% and a trading volume of 962,900 shares, amounting to a transaction value of 1.257 billion yuan [1] Group 2 - The agricultural chemical sector experienced a net outflow of 1.192 billion yuan from major funds, while retail investors saw a net inflow of 1.64 billion yuan [2] - The top gainers in the agricultural chemical sector included Hualu Hengsheng, with a closing price of 28.61 and a rise of 7.68%, and Lu Hua Technology, with a closing price of 3.54 and a rise of 7.27% [1] - The sector's overall trading activity reflected significant participation from retail investors, contrasting with the outflow from institutional and speculative funds [2]

丨证券研究报告丨 [Table_Author] 马太 李禹默 SAC：S0490516100002 SAC：S0490525060002 SFC：BUT911 请阅读最后评级说明和重要声明 %% %% %% %% [Table_scodeMsg1] 公司研究丨点评报告丨新安股份（600596.SH） [Table_Title] 草甘膦略有回暖，静待景气延续修复 报告要点 [Table_Summary] 公司发布 2025 年三季报，Q1-Q3 实现收入 117.0 亿元（同比-1.1%），归属净利润 0.7 亿元（同 比-46.2%），归属扣非净利润-0.4 亿元。其中单三季度实现收入 36.4 亿元（同比+9.0%，环比 -17.9%），实现归属净利润 0.02 亿元（同比-60.3%，环比-93.6%），实现归属扣非净利润-0.1 亿元。 分析师及联系人 research.95579.com 风险提示 1、行业景气修复不及预期； 1 [Table_scodeMsg2] 新安股份（600596.SH） cjzqdt11111 [Table_Title2] 草甘膦略有回暖，静待景气延续修复 [Table_Su ...

Group 1: Market Overview - The A-share market experienced fluctuations with all three major indices closing lower, with the Shanghai Composite Index down 0.25%, Shenzhen Component down 0.36%, and ChiNext down 0.51% [2] - The total trading volume in the Shanghai and Shenzhen markets was 20,202 billion yuan, a decrease of 557 billion yuan from the previous day [2] - There was a notable rotation of market styles, with cyclical sectors such as chemicals, lithium batteries, and photovoltaics showing steady strength [2] Group 2: Chemical Sector Performance - The chemical sector was a standout performer, with multiple stocks hitting the daily limit, particularly in the organic silicon segment [3] - Dongyue Silicon Material saw a 20% increase, while other companies like Hoshine Silicon Industry, Xin'an Chemical, and Xingfa Group also showed active performance [3] - The organic silicon market is currently facing competitive pressure due to supply factors, but no new production capacity is expected in the next two years, suggesting that sales prices may gradually recover next year [3] Group 3: Phosphate Chemical Sector Insights - The phosphate chemical sector also saw significant gains, with Qing Shui Yuan hitting the daily limit for two consecutive days [4] - The yellow phosphorus index has increased by over 7% in the past two weeks, with the current spot price at 22,200 yuan per ton, up 264 yuan from the previous trading day [4] - The price increase is attributed to reduced production from wet-process phosphoric acid facilities and recovering demand for downstream electrolyte raw materials [4] Group 4: Investment Strategies - Several brokerages recommend a balanced allocation strategy in response to market style changes, with a focus on new momentum industries like technology and high-end manufacturing [6] - Dongguan Securities suggests that the market style is expected to be more balanced than in the third quarter, with a focus on cyclical sectors showing marginal improvement [6] - Dongwu Securities highlights November as a critical time for institutional reallocation, with a shift from pursuing excess returns to locking in profits as year-end approaches [6] Group 5: Economic Outlook - Huatai Securities emphasizes the positive correlation between new and old economies, suggesting that strong performance in the new economy can drive growth in the old economy [7] - The old economy sectors currently have low valuations and market expectations, indicating potential for recovery [7] - The influx of new capital from insurance and foreign investments is expected to favor value styles in the coming year [7]

Core Insights - Syngenta Group showcased its innovations in agriculture at the 8th China International Import Expo, focusing on food security, yield enhancement, and sustainable agricultural development [1][2] - The integration of AI and biotechnology is driving a transformation in global agriculture, addressing challenges related to food security and climate change [1] - Syngenta's GASEL system, which simulates millions of gene combinations, significantly improves breeding efficiency and reduces research costs, already applied in corn breeding in China [1] Group 1 - Syngenta highlighted breakthrough rice varieties at the expo, promoting new rice seeds exported to Vietnam, the Philippines, and Pakistan [2] - The company is actively promoting hybrid rice technology in over 30 countries along the Belt and Road Initiative, contributing to global food security [2] - Research indicates that global food production needs to increase by 50% in the next 30 years to feed 10 billion people, while agriculture contributes to 22% of global greenhouse gas emissions [2]