Core Viewpoint - The liquid cooling technology is poised for explosive growth as AI server power consumption surges, positioning liquid cooling pumps as the "heart" of these systems, crucial for stability and energy efficiency [1][2]. Industry Overview - The demand for liquid cooling technology is increasing due to the limitations of traditional air cooling in efficiency and energy consumption, with liquid cooling expected to become a standard in data centers, reducing PUE (Power Usage Effectiveness) to below 1.1 [2]. - The market for liquid cooling is expanding rapidly, driven by the growth in sectors such as new energy vehicles, energy storage, and computing power [2]. Company Insights - The company, Dayuan Pump Industry, has 35 years of experience in pump products and has developed a unique secondary pressure structure design for its high-end shielded pumps, ensuring zero leakage of hazardous media [2][3]. - In 2024, the company's liquid cooling temperature control business is projected to achieve approximately 90 million yuan in revenue, representing over 80% year-on-year growth, and has successfully entered the supply chains of major clients like ZTE and Inspur [2][3]. - The company has established independent sales and technical teams to respond quickly to customer needs, emphasizing collaboration and iterative development of solutions [3]. Strategic Direction - The company aims to transition from a traditional manufacturing entity to a modern industrial brand with global influence, focusing on high-quality products and avoiding price wars [3][5]. - Plans include increasing investment in technology research and development, optimizing liquid cooling pump solutions, and narrowing the gap with international brands through craftsmanship [5]. - The company has established a subsidiary in Singapore and plans to set up a factory in Thailand, aiming to enhance its service and sales network in Europe and explore emerging markets in the Middle East and Central Asia [5]. Future Aspirations - The company envisions becoming an indispensable player in the global market for liquid cooling technology as it becomes a standard configuration in data centers, leveraging its strong technical foundation and strategic foresight [5].

● 本报记者 罗京 在算力成为AI基础设施的时代浪潮下，液冷技术作为数据中心散热的核心方案正迎来爆发前夜。深耕 泵类产品35年的大元泵业总经理王侣钧在中国液冷全链条供应链峰会期间接受中国证券报记者专访时表 示，液冷泵作为液冷系统的"心脏"，为相关冷却介质提供动力循环，其稳定性与能耗控制直接决定系统 效能。随着AI服务器功耗飙升，屏蔽式液冷泵市场需求有望迎来爆发式增长。 液冷赛道市场广阔 "算力是AI的基础设施，未来或将像城市建筑一样成为标配，而液冷技术就是这一基建的'血液循环系 统'。"王侣钧的比喻精准点出行业本质——随着新能源汽车、储能、算力需求的爆发式增长，传统风冷 在散热效率与能耗控制上的短板愈发明显，液冷技术因能将PUE（能源使用效率）降至1.1以下，正快 速从边缘方案走向主流，从"可选"成为"必选"。 泵作为液冷系统的"心脏"，是提供动力的关键，其稳定性与能耗表现直接决定整体效能。"大元泵业在 液冷领域的核心竞争力源于35年的技术沉淀。"王侣钧向记者表示："公司新沪品牌在高端屏蔽泵领域独 创的二次承压结构设计，实现危险介质'零泄漏'输送，公司产品和技术已在国内航空航天发射、核电等 高端装备领域得到有 ...

Group 1 - The general equipment sector increased by 1.42% on August 11, with Zhejiang Huaye leading the gains [1] - The Shanghai Composite Index closed at 3647.55, up 0.34%, while the Shenzhen Component Index closed at 11291.43, up 1.46% [1] Group 2 - Notable gainers in the general equipment sector included Xiangjiang Nanya, which rose by 10.35% to a closing price of 53.50, and Wande Kai, which increased by 10.12% to 33.19 [1] - Other significant performers included Junmo Co., Da Yuan Pump Industry, and Huanghe Xuanfeng, with respective increases of 10.05%, 10.01%, and 10.00% [1] Group 3 - The general equipment sector experienced a net outflow of 640 million yuan from institutional funds, while retail investors contributed a net inflow of 808 million yuan [2] - The top individual stock performers in terms of trading volume and turnover were highlighted, with Huanghe Xuanfeng achieving a turnover of 1.184 billion yuan [1][2]

8月7日，一份名为"天风孙潇雅8月推荐个股汇总"截图在各大平台疯传，网友评价该表格："一个环境又 到了研究员各显神通的时刻。" 该表格中的10只荐股横跨了五个行业，北汽蓝谷、金盘科技、飞龙股份、大元泵业、南方泵业、铂科新 材、东睦股份、龙磁科技、铜冠铜箔、洪田股份（维权）共计十家公司榜上有名。 尤其是副标题中的"3000人会议，当前大A最热卖方"可见其市场热度和追捧。 | | | | | 天风孙潇雅8月推荐个股汇总 | | --- | --- | --- | --- | --- | | | | | | 孙潇雅连场3000人会议,当前大A最热实方。 | | 推荐时间 | 代码 | 名称 | 自由市值 | 孙总观点 | | 汽车 (8月1日) | 600733 | 北汽整容 | 290.6亿 | 26年新产品导入后,享界销量有望达到18-20精神,1Xas对应700-亿市值,合计目标市值800亿, 对应空间80%+。 | | AIDC变压器 | 688676 | 金盘科技 | | 海外大厂核心供应商,高毛利引擎企速转。预计25年海外30+亿收入、国内50+亿收入,业绩有 | | (8月3日) | | | 105. ...

Group 1 - The liquid cooling server concept continues to show strong performance in the market, with Southern Pump Industry rising over 10% [1] - Strongrui Technology and Chunzong Technology both reached historical highs [1] - Other companies such as Runhe Materials, Feilong Co., Dayuan Pump Industry, and Ice Wheel Environment also experienced gains [1]

Group 1: Robotics and Automation - Tianzhun Technology has developed an intelligent driving domain controller that can serve the Robotaxi sector [1] - Haoshi Electromechanical has successfully applied a massage robot in professional beauty chain institutions [1] - Xinhongye is focusing on the research and development of humanoid robot cable technology and product iteration [1] Group 2: Semiconductor and Related Technologies - Huagong Technology's self-developed 1.6T silicon optical module has entered the sample testing phase with key customers [2] - Longtu Photomask is providing semiconductor masks for Innosilicon [2] - Yangjie Technology has released new products applicable to AR glasses and related fields [2] Group 3: Other Industry Developments - Rongda Photosensitive is supplying PCB photoresist products to Shenghong Technology [1] - Deyuan Pump Industry has products compatible with fluorine pump natural cooling systems [2] - Zhongyuan Tong's power products are core components of liquid-cooled server equipment [2] - China Chemical is engaging in business connections with owners related to the Yarlung Tsangpo River downstream project [2] - Grinmei's ultra-high nickel 9-series ternary precursor has passed mass production certification and achieved small-scale production of ten tons [2]

Core Viewpoint - The company is experiencing significant growth in its liquid cooling temperature control business, with projected revenues and strong demand driven by various high-power sectors [1] Group 1: Business Performance - In 2024, the company's liquid cooling temperature control business is expected to achieve revenue of approximately 90 million yuan, representing a year-on-year growth of over 80% [1] - In the first quarter of 2025, the company anticipates revenue of around 30 million yuan from its liquid cooling temperature control business, indicating a more than double year-on-year increase [1] Group 2: Market Demand and Strategy - The demand for temperature control in high-power sectors such as energy storage wind power, computing services, new energy vehicles, power supply equipment, and laser anti-drone technology is rapidly growing [1] - The company plans to increase its research and development efforts, enhance product forms and competitiveness, and scale up production capacity to improve market share, focusing on key customers as breakthrough points [1]

人民财讯8月4日电，大元泵业（603757）8月4日在互动平台表示，公司目前已有适配于氟泵自然冷系统 的产品，在部分重点项目和重点客户中已有应用；除此之外，受益于在产品领域的较强积累，公司也将 与下游客户共同推动新方案、新产品的开发及推广。 ...

Core Viewpoint - The company has begun small-scale shipments of immersion liquid cooling products, which are compatible with chemical media and have strong adaptability to shielded products, while continuing to explore deeper collaborations with certain clients [1] Company Summary - The company, Dayuan Pump Industry (603757.SH), is actively engaging in the immersion liquid cooling market, indicating a strategic move towards innovative cooling solutions [1] - The current mainstream cooling liquid in the immersion cooling sector is chemical-based, highlighting the industry's trend towards advanced cooling technologies [1] Industry Summary - The immersion cooling technology is gaining traction, with a focus on chemical media, suggesting a growing market potential for companies involved in this sector [1] - The adaptability of immersion cooling products to shielded designs may enhance their market acceptance and application across various industries [1]

大元泵业(603757)今日涨停，全天换手率6.06%，成交额2.50亿元，振幅10.96%。龙虎榜数据显示，机 构净买入2853.76万元，营业部席位合计净买入3413.81万元。 上交所公开信息显示，当日该股因日涨幅偏离值达11.20%上榜，机构专用席位净买入2853.76万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.58亿元，其中，买入成交额为1.11亿 元，卖出成交额为4783.93万元，合计净买入6267.57万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二，合计净买入2853.76万元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 5111.55 | | | 买二 | 机构专用 | 2853.76 | | | 买三 | 中泰证券股份有限公司常州惠国路证券营业部 | 1239.57 | | | 买四 | 国泰海通证券股份有限公司总部 | 1154.51 | | | 买五 | 中信证券股 ...