本报讯（记者 刘金洋）在人工智能算力需求爆发式增长的背景下，如何让数据中心"更绿、更冷、更高 效"？杭州企业给出了一个创新答案。3日，新安股份首个采用硅基冷却液技术的浸没式液冷商用算力项 目在杭州"中国数谷"正式投用。该项目由新安股份与算想科技有限公司联合建设，实现了有机硅功能材 料在绿色算力关键环节的规模化、商业化落地。 记者了解到，本次落地的商用算力平台采用高功率密度浸没式液冷架构，单套机柜功率密度达210kW， 可支持多卡并行计算需求，并面向多类型算力客户提供服务。测试数据显示，该平台能源利用效率值显 著优化，相比传统冷却方式可节能35%以上。 "我们此次发布的浸没式硅基液冷解决方案，与冷板方案对比，核心的优势就是'散热更快、能耗更 低'，与氟化液浸没方案对比，核心优势是在安全性、高温稳定性和环保性之间取得了更好的平衡。"新 安股份硅基新材料研究院院长刘继表示。 所谓"浸没式液冷"，就是将服务器整机直接"浸泡"在不导电的冷却液中，通过液体直接接触芯片带走热 量，省去风扇和空调系统，实现高效、静音、低耗的散热效果。此次新安股份提供的硅基冷却液，凭借 其固有的高绝缘性、极低挥发性、优异的热稳定性和环境友好特 ...

Core Viewpoint - Company Xin'an Co., Ltd. (600596.SH) is advancing in the computing power sector by launching its first commercial immersion silicon-based liquid cooling project in collaboration with Hangzhou Suanxiang Technology Co., Ltd. [1] Group 1: Project Details - The immersion cooling project has officially commenced operations, utilizing self-developed silicon-based cooling liquid to validate its reliability and economic viability in real load environments [1] - The energy usage efficiency (PUE) of the project has stabilized below 1.1, achieving over 35% energy savings compared to traditional air cooling solutions [1] Group 2: Product Offerings - Xin'an Co., Ltd. has introduced three series of immersion silicon-based liquid cooling products, which include immersion computing liquid cooling, immersion energy storage liquid cooling, and fast charging liquid cooling, targeting various applications such as large computing centers and energy storage stations [2] Group 3: Industry Landscape - The liquid cooling technology is emerging as a significant development direction for next-generation computing infrastructure, with competitors like Dow Chemical, Runhe New Materials, and Chenguang New Materials also entering the silicon-based cooling liquid market [3] - The future market ecosystem for immersion liquid cooling is expected to feature multiple media coexisting, with silicon-based liquid cooling showing promising growth potential considering factors like stability, safety, energy consumption, cost, and environmental impact [3] - Xin'an Co., Ltd. has over 40 years of experience in the silicon industry and is extending its applications from traditional industrial uses to new scenarios in computing infrastructure [3]

据新安股份介绍，本次落地的商用算力平台，采用高功率密度浸没式液冷架构，单机柜功率密度达 210kW，可支持多卡并行计算需求，为多类型算力客户提供服务。项目实测数据显示，数据中心PUE可 降至1.1以下，较传统冷却方式实现节能35%，能效水平明显优于传统方案。 中证报中证网讯(记者罗京)2月3日，记者从新安股份（600596）获悉，公司自研的硅基冷却液浸没式液 冷解决方案，近日在杭州中国数谷落地首个商用项目，并实现稳定运行。 新安股份表示，公司自研的硅基冷却液具备高绝缘性、低挥发性、热稳定性强及环境友好等特性，可直 接与服务器核心器件接触以实现散热，在安全性、能效及长期可靠性方面具备显著优势。 业内人士表示，随着数算中心规模、功率不断提升，高效冷却技术快速发展，液冷具有低能耗成本、高 散热等优势，逐步成为数据中心主流冷却方案。其中，浸没式液冷解决方案有效攻克了传统风冷及冷板 液冷在超高功率密度算力集群面前遇到的散热瓶颈，为下一代算力中心散热树立了新的技术标杆。同 时，浸没式冷却方案具有降低设备维护成本、延长设备使用寿命、提升设备运行稳定性等优势，将大大 降低算力中心的建设与运维成本。 新安股份表示，项目的顺利运 ...

Group 1 - The agricultural chemical sector experienced a significant decline of 6.88% on February 2, with Hongda Co. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] - Key stocks in the agricultural chemical sector saw substantial losses, with Hongda Co. down 10.02% to 14.63, and Zhongnong United down 10.01% to 18.52 [1] Group 2 - The agricultural chemical sector saw a net outflow of 2.269 billion yuan from main funds, while retail investors had a net inflow of 2.299 billion yuan [1] - Individual stock fund flows showed varied results, with Guangxin Co. experiencing a net outflow of 40.09 million yuan from main funds [2] - Longqing Co. had a net inflow of 4.18 million yuan from main funds, while Jinzhen Co. saw a net outflow of 3.77 million yuan from retail investors [2]

证券代码：600596 证券简称：新安股份 公告编号：2026-002号 浙江新安化工集团股份有限公司关于闲置募集资金现金管理到期赎回公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 到期赎回现金管理产品 一、募集资金现金管理审议程序 公司于2025年8月20日召开第十一届董事会第二十次会议、第十一届监事会第十二次会议审议通过了 《关于使用暂时闲置募集资金进行现金管理的议案》，同意公司使用最高不超过人民币2亿元（单日最 高余额，含本数）的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好的保本型理财产品 或存款类产品（包括但不限于保本型理财产品、结构性存款、大额存单、定期存款等），且该等现金管 理产品不得用于质押，不得用于以证券投资为目的的投资行为。使用期限自本次董事会审议通过之日起 至2026年3月31日止，在前述额度及期限范围内，公司可以循环滚动使用。上述事项在董事会审批权限 范围内，无需提交股东会审议。保荐机构中信证券股份有限公司出具了无异议的核查意见（具体内容详 见公司于2025年8 ...

Investment Rating - The report maintains a "Recommended" rating for the organic silicon industry [1][100]. Core Insights - The demand for organic silicon is steadily increasing, driven by applications in electronics, construction, manufacturing, and textiles, with significant growth expected in photovoltaic adhesives and new energy lithium battery adhesives [7][22]. - Supply expansion in the organic silicon sector is slowing down, with the industry entering the tail end of a capacity expansion cycle, leading to limited new capacity in the coming years [7][68]. - The "anti-involution" trend is positively impacting the industry's recovery from the bottom, with recent meetings among industry leaders resulting in price increases for organic silicon intermediates [7][84]. Summary by Sections Demand and Supply - Organic silicon demand is projected to grow at rates of 8.0%, 7.0%, and 8.8% from 2025 to 2027 in China [7]. - The supply of organic silicon is expected to see limited new capacity additions, with only 45,000 tons projected from Xinjiang Qiya Group by 2027 [7][68]. Price Trends and Market Dynamics - The price of organic silicon intermediates has increased by approximately 27% from November 2025 to January 2026, reflecting strong industry support for price stabilization [7][84]. - The industry is experiencing a gradual decrease in inventory levels and maintaining a reasonable operating rate of 70%-75% [88]. Key Companies and Investment Focus - The report highlights key companies in the organic silicon sector, including Hoshine Silicon Industry, Xingfa Group, Luxi Chemical, Xin'an Chemical, Dongyue Silicon Material, Sanyou Chemical, and Hengxing Technology, as potential investment targets [7][100].

证券代码：600596 证券简称：新安股份 公告编号：2026-002 号 浙江新安化工集团股份有限公司 关于闲置募集资金现金管理到期赎回公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 一、募集资金现金管理审议程序 公司于 2025 年 8 月 20 日召开第十一届董事会第二十次会议、第十一届监事会 第十二次会议审议通过了《关于使用暂时闲置募集资金进行现金管理的议案》，同 意公司使用最高不超过人民币 2 亿元（单日最高余额，含本数）的暂时闲置募集资 金进行现金管理，用于购买安全性高、流动性好的保本型理财产品或存款类产品（包 括但不限于保本型理财产品、结构性存款、大额存单、定期存款等），且该等现金 管理产品不得用于质押，不得用于以证券投资为目的的投资行为。使用期限自本次 董事会审议通过之日起至 2026 年 3 月 31 日止，在前述额度及期限范围内，公司可 以循环滚动使用。上述事项在董事会审批权限范围内，无需提交股东会审议。保荐 机构中信证券股份有限公司出具了无异议的核查意见（具体内容详见公司于 2 ...

证券日报网讯1月29日，新安股份（600596）在互动平台回答投资者提问时表示，公司向欧盟地区的销 售多种方式相结合，主要以直接出口为主，相关业务收入目前占公司整体营业收入不到5%。公司将积 极把握海外市场机遇，纵深推进全球化战略，依托海外子公司平台，进一步加大欧洲市场拓展力度。 ...

格隆汇1月29日丨新安股份(600596.SH)在投资者互动平台表示，公司向欧盟地区的销售多种方式相结 合，主要以直接出口为主，相关业务收入目前占公司整体营业收入不到5%。公司将积极把握海外市场 机遇，纵深推进全球化战略，依托海外子公司平台，进一步加大欧洲市场拓展力度。 ...

Core Viewpoint - The article discusses the impact of the upcoming export tax rebate cancellation on various companies in the glyphosate industry, highlighting their strategies to mitigate cost pressures and capitalize on market opportunities. Group 1: Company Strategies and Advantages - Xingfa Group, a leading player in the phosphate chemical industry, benefits from a complete supply chain and cost control, allowing it to quickly pass on cost pressures post-export tax rebate cancellation [1][19] - Yangnong Chemical, a leader in the biorational pesticide sector, plans to shift towards high-value formulation exports, leveraging its strong overseas registration and channel networks [2][20] - Hebang Biotechnology has a high self-sufficiency rate in raw materials, which helps it mitigate cost increases and capture orders during overseas inventory replenishment cycles [3][19] - Runfeng Co., a prominent pesticide exporter, can quickly adjust its product structure to high-value formulations, benefiting from its global partnerships and supply chain flexibility [4][20] - Xin'an Chemical, known for its integrated production model, significantly reduces costs and enhances flexibility in price transmission through its dual production of organic silicon and glyphosate [5][21] Group 2: Market Position and Growth Potential - Taihe Co. focuses on raw material production and aims to expand its market share by optimizing production costs and enhancing its domestic formulation market presence [6][22] - Andermatt Biocontrol, a global leader in pesticide formulations, plans to leverage its strong R&D capabilities and global network to maintain market leadership post-tax rebate changes [7][24] - Lier Chemical, with a complete R&D and production system, aims to enhance its market position through technological upgrades and a stable raw material supply chain [8][25] - Nopson, a leading pesticide formulation company, is expected to strengthen its domestic market position by quickly adapting to changes in export pressures [9][26] - Jiangshan Co., a top glyphosate producer, is positioned to benefit from its scale and technological advantages, allowing it to consolidate market share amid industry restructuring [10][28] Group 3: Industry Trends and Challenges - The glyphosate industry is experiencing consolidation, with companies poised to capture market share from smaller players exiting the market due to increased competition and regulatory pressures [11][29] - Companies are focusing on technological advancements and product iterations to address challenges such as glyphosate resistance and to enhance their competitive edge [12][30] - The shift towards high-value formulations and domestic market focus is a common strategy among companies to mitigate the impact of the export tax rebate cancellation [13][34]