加入轩辕同学 ， 成就新汽车人! 撰文 | 金 轩 奖 执 委 会 编辑 | 黄 大 路 设计 | 甄 尤 美 "汽车营销人太难了，确实太难了。"金轩奖执委会主任、评审团副主席、轩辕矩阵CEO/总编辑、轩辕同学校长贾可博士开场便说，"而且一直在奔 波。" 这句话，像一块石头，砸进了在场每个人的心湖。但今晚，他们不是来诉苦的，他们是来寻找榜样的。 今年，这份寻找有了更立体的答案。2026年1月23日，北京，第十二届金轩盛典如约而至。 此次盛典向公众揭晓了金轩奖评选出的1位年度人物、2个年度品牌、3个年度团队，试图以全方位视角，向那些在混沌中坚守、在内卷中突围、在 全球化浪潮中扬帆的中坚力量，致以最高敬意。 当奇瑞iCAR品牌事业部副总经理兼研究院院长马永东走上领奖台时， 他笑着说："大家会觉得奇怪，我一个干产品的，怎么来领营销奖？但不来 不行，不来学习也不行。不懂营销的产品，卖不好。" 他讲述了iCAR团队的秘密武器："小黑屋"。在产品最早期，他们就拉上营销、用户、设计一起讨论：这车怎么打动人心？怎么被记住？ 这不是流程，而是一种信仰：产品即营销，用户即共创者。 而在另外两个年度团队的实践中，同样能看到这种信仰 ...

证券日报网讯1月20日，中鼎股份（000887）在互动平台回答投资者提问时表示，公司控股子公司安徽 中鼎智能热系统有限公司已成为国内某两家液冷系统集成商液冷假负载的供应商，预计项目总金额约为 1500万元。详情请关注公司公告(2025-061)。 ...

中鼎股份（000887.SZ）1月20日在投资者互动平台表示，公司控股子公司安徽中鼎智能热系统有限公司 已成为国内某两家液冷系统集成商液冷假负载的供应商，预计项目总金额约为1500万元。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：液冷业务在储能和超算中心领域，是否已与华为、宁 德时代等头部客户建立实质性合作？订单金额和毛利率水平如何？ ...

Core Viewpoint - The article discusses an upcoming investment research seminar focused on the automotive and AI sectors, organized by Guotai Junan Securities, highlighting the importance of these industries in current market trends [1][2]. Group 1: Event Details - The seminar will take place on January 20, 2026, at Guotai Junan's Lujiazui flagship store in Shanghai, featuring a full-day schedule [3]. - The event includes a series of expert talks, starting with a welcome address by the Vice President of the Research and Institutional Business Committee, Lu Ying [5]. - Notable speakers include a professor from Tongji University, experts in intelligent driving detection, and representatives from various automotive companies [5]. Group 2: Participating Companies - The seminar will feature a range of companies, including Altec, Beite Technology, Hengbo Co., Huayi Technology, and Junsheng Electronics, among others [5]. - Additional companies listed for participation include Lotus, Leap Motor, and Ningbo Huaxiang, indicating a diverse representation from the automotive sector [5].

证券代码：000887 证券简称：中鼎股份 公告编号：2026-004 安徽中鼎密封件股份有限公司 关于使用闲置募集资金进行现金管理的进展公告（130） 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 安徽中鼎密封件股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日召开了 2024 年度股东大会，审议通过了《关于使用闲置募集资金和自有资金进行现金管理的 议案》，同意公司使用不超过 2.5 亿元（人民币，币种下同）的闲置募集资金购买保 本型理财产品和不超过 25 亿元的自有资金购买保本和非保本型理财产品、信托产品 和进行委托贷款业务，使用期限为自公司股东大会审议通过之日起至 2025 年年度股 东大会召开之日止。在上述使用期限及额度范围内，资金可以滚动使用。针对上述事 项，公司保荐机构发表了明确的同意意见。具体内容详见 2025 年 4 月 29 日公司在巨 潮资讯网 www.cninfo.com.cn 上披露的相关公告。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准安徽中鼎密封件股份有限公司公开发行可 转换公司债券的批复》（证监许可 ...

Investment Rating - The industry investment rating is "Overweight" and has been maintained from the previous rating [9]. Core Insights - Liquid cooling technology is expected to become the mainstream cooling solution for AIDC due to the increasing demand for AI computing power and the rising power density of server cabinets, which traditional air cooling cannot meet [6][24]. - The global data center liquid cooling component market is projected to reach $15.7 billion by 2027, with a CAGR of 35% from 2025 to 2027 [7][37]. - Automotive parts suppliers are expected to become upstream component suppliers for liquid cooling systems, with several companies having Tier 1 supply capabilities [8]. Summary by Sections AIDC Liquid Cooling Industry Chain and Core Components - The current mainstream solution is cold plate liquid cooling, while immersion liquid cooling offers better efficiency but is limited by high coolant costs [7][29]. - Key components for upgrading include CDU, liquid cooling plates, manifolds, and UQDs, which have a higher value proportion [7][8]. Investment Opportunities for Automotive Parts Suppliers - Automotive parts companies can leverage existing customer bases and strong business capabilities to collaborate with Taiwanese and local manufacturers in the liquid cooling supply chain [8]. - Recommended companies include Yinlun, Minth Group, Feilong, Meilixin, Chuanhuan Technology, Zhongding, Xiangxin Technology, Sulian Technology, and Pengling [8]. Liquid Cooling Technology as the Mainstream Cooling Solution - The average power density of server cabinets is expected to exceed 25 kW by 2025, making traditional air cooling inadequate [24]. - Liquid cooling can achieve a PUE of less than 1.25, aligning with policy directives for energy efficiency [6][19]. Market Size and Growth Projections - The global data center market is projected to reach $128.9 billion by 2025, with a CAGR of 13% from 2019 to 2025 [13]. - The penetration rate of liquid cooling systems in data centers is expected to grow to 30% by 2027 [41]. Key Components and Their Evolution - The evolution of liquid cooling components, particularly the liquid cooling plates and UQDs, is driven by the increasing power requirements of GPUs, with significant upgrades expected in the next generation of GPUs [46][48]. - The design of CDU is also evolving to enhance heat exchange efficiency and prevent leaks, which are critical for the industry's advancement [61][66].

证券代码：000887 证券简称：中鼎股份 公告编号：2026-003 安徽中鼎密封件股份有限公司 关于使用闲置募集资金进行现金管理的进展公告（129） 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 安徽中鼎密封件股份有限公司（以下简称"公司"）于 2025 年 5 月 23 日召开了 2024 年度股东大会，审议通过了《关于使用闲置募集资金和自有资金进行现金管理的 议案》，同意公司使用不超过 2.5 亿元（人民币，币种下同）的闲置募集资金购买保 本型理财产品和不超过 25 亿元的自有资金购买保本和非保本型理财产品、信托产品 和进行委托贷款业务，使用期限为自公司股东大会审议通过之日起至 2025 年年度股 东大会召开之日止。在上述使用期限及额度范围内，资金可以滚动使用。针对上述事 项，公司保荐机构发表了明确的同意意见。具体内容详见 2025 年 4 月 29 日公司在巨 潮资讯网 www.cninfo.com.cn 上披露的相关公告。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准安徽中鼎密封件股份有限公司公开发行可 转换公司债券的批复》（证监许可 ...

中金公司研报指出，中鼎股份深耕智能底盘，机器人业务未来可期。公司以密封减震起家，依托海外并 购的品牌技术，强化高端化产品布局，市占率稳中有升，现金牛业务平稳增长。公司坚持"全球并购、 中国整合"的发展战略，叠加近年来国内新能源汽车快速发展，驱动高利润率的国内业务占比提升。此 外，公司持续加强海外工厂的精细化管理、成本费用管控、本土化布局，盈利能力存在改善空间。公司 前瞻布局机器人+液冷潜力业务。认为公司作为机器人链主企业，依托安徽省前瞻政策和产业集群，复 用车端在技术、管理、客户的禀赋能力，有望构筑竞争壁垒。再次覆盖中鼎股份给予"跑赢行业"评级， 目标价28.51元。 ...

Group 1 - The core viewpoint of the article highlights the target price increases for several listed companies, with significant growth percentages noted for New Qianglian, Pudong Development Bank, and Angel Yeast, indicating strong market confidence in these sectors [1][2]. - New Qianglian has a target price increase of 35.75%, with a highest target price set at 60.00 CNY, categorized under the wind power equipment industry [2]. - Pudong Development Bank shows a target price increase of 33.45%, with a highest target price of 15.00 CNY, classified in the joint-stock banking sector [2]. - Angel Yeast has a target price increase of 27.12%, with a highest target price of 55.55 CNY, belonging to the seasoning and fermentation products industry [2]. Group 2 - On January 14, a total of 17 listed companies received broker recommendations, with Dongpeng Beverage receiving the highest number of recommendations at 3, followed by Pudong Development Bank with 2 [3]. - Dongpeng Beverage's closing price was 264.68 CNY, and it is categorized in the beverage and dairy industry [3]. - Pudong Development Bank's closing price was 11.24 CNY, and it is classified under the joint-stock banking sector [3]. Group 3 - On January 14, two companies received their first coverage from brokers, with Lingge Technology rated "Overweight" and Helin Micro-Nano rated "Buy" by Huayuan Securities [4][5]. - Lingge Technology is categorized under specialized equipment, while Helin Micro-Nano is classified in the semiconductor industry [5].

证券代码：000887 证券简称：中鼎股份 公告编号：2026-002 安徽中鼎密封件股份有限公司 关于控股股东部分股份解除质押及再质押的公告 | | | | | | | | 已质押股份 | | 未质押股份 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 本次解除 | 本次解除 | | | 情况 | | 情况 | | | 股东 | 持股数量 | 持股 | 质押及再质 | 质押及再质 | 占其所 | 占公司 | 已质押 | 占已 | 未质押 | 占未 | | 名称 | （股） | 比例 | 押前质押 | 押后质押 | 持股份 | 总股本 | 股份限 | 质押 | 股份限 | 质押 | | | | | 股份数量 | 股份数量 | 比例 | 比例 | 售和冻 | 股份 | 售和冻 | 股份 | | | | | （股） | （股） | | | 结、标 | | | | | | | | | | | | | 比例 | 结数量 | 比例 | | | | | | | | | 记数量 | | | | | 中鼎 集团 | ...