Company Overview - Silver Wheel Co., Ltd. closed at 38.20 yuan on August 19, 2025, with a daily increase of 1.79% [1] - The stock experienced significant volatility, reaching a high of 41.20 yuan and a low of 35.88 yuan, resulting in a fluctuation of 14.18% [1] - The trading volume for the day was 886,600 hands, with a total transaction value of 3.326 billion yuan [1] Business Operations - The main business of Silver Wheel Co., Ltd. includes the research, development, production, and sales of automotive thermal management systems and components [1] - The company's products are widely used in passenger vehicles, commercial vehicles, and engineering machinery [1] - Silver Wheel operates within the automotive parts sector and is also involved in the Zhejiang region and venture capital concepts [1] Capital Flow - On August 19, the net outflow of main funds was 246 million yuan, accounting for 0.82% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 56.9412 million yuan, representing 0.19% of the circulating market value [1]

8月18日，A股液冷概念再度上涨，带动相关概念股大幅上涨。其中，曙光数创（872808）30CM涨停，方盛股份 （832662）上涨22.07%、冠龙节能（301151.SZ）、高澜股份（300499.SZ）、锐捷网络（301165.SZ）、润和材 料（300727.SZ）实现20CM涨停，银轮股份（002126.SZ）、英维克（002837.SZ）等实现10CM涨停。 此外，储能领域成为液冷技术第二增长曲线，2025年中国液冷储能市场规模突破700亿元；新能源汽车充电桩液 冷模块价格降至3000元/kW，推动通信领域应用增长189%；边缘计算场景中，5G基站液冷改造项目招标量同比 增长217%，液冷技术有效解决高温高湿环境下的散热难题。 竞争优势显著 中国液冷企业已建立全球竞争优势。 在技术方面，中国液冷企业在浸没式液冷、冷板式液冷等关键领域实现突破，技术指标达到国际顶尖水平。在 全球液冷专利TOP20榜单中，华为、浪潮、中科曙光等7家中国企业上榜，占比35%，尤其在浸没式液冷领域占 据55%的专利份额。 从市场表现看，液冷概念持续活跃，中证报指出，随着算力密度的不断提升，数据中心及算力设备的散热问题 日益 ...

Company Performance - Yinlun Co., Ltd. achieved a historical high stock price of 37.48 yuan, with an increase of 9.85% as of 9:35 AM, and a trading volume of 21.41 million shares, amounting to 799 million yuan in transaction value [2] - The latest total market capitalization of Yinlun Co., Ltd. reached 31.288 billion yuan, with a circulating market value of 29.392 billion yuan [2] - The company's Q1 report indicated a total revenue of 3.416 billion yuan, representing a year-on-year growth of 15.05%, and a net profit of 212 million yuan, with a year-on-year increase of 10.89% [2] Industry Overview - The automotive industry, to which Yinlun Co., Ltd. belongs, experienced an overall increase of 0.55%, with 190 stocks rising and 3 stocks hitting the daily limit [2] - Among the stocks that declined, Chaojie Co., Ltd., Huami New Materials, and Zhongma Transmission saw declines of 3.86%, 3.43%, and 3.37% respectively [2] Financing Data - As of August 15, the latest margin trading balance for Yinlun Co., Ltd. was 745 million yuan, with a financing balance of 738 million yuan, reflecting an increase of 50.769 million yuan over the past 10 days, which is a 7.38% increase [2]

Group 1 - The liquid cooling server concept continues its strong performance from the previous week, with companies such as Runhe Materials, Qiangrui Technology, and Gaolan Co., Ltd. seeing stock increases of over 10% [1] - Prior to this, Chuanrun Co., Ltd. experienced two consecutive trading limit increases, indicating strong market interest [1] - Other companies in the sector, including Yinlun Co., Ltd., Feilong Co., Ltd., Chuanhuan Technology, Yingweideng, and Keda, also saw stock price increases, reflecting a broader trend in the liquid cooling server market [1]

Group 1 - The company has developed its own electronic water pumps, which are applied in various fields including new energy vehicles, energy storage, and data centers [2] - The company responded to an investor inquiry regarding the presence of a water pump business and its potential applications in data centers or liquid-cooled servers [2] - The company is actively exploring opportunities in the data center sector with its water pump technology [2]

每经AI快讯，"A股绿色报告"项目监控到的数据显示，银轮股份（SZ002126）控股子公司广西银轮环保科技有限公司汽车发动机高 效换热器、后处理转化器及其他零部件智能制造项目环评审批获同意。该项目总投资额达5000万元。该审批信息于2025年7月22日被 相关监管机构披露。 "A股绿色报告"项目由每日经济新闻联合环保领域知名NGO公众环境研究中心（IPE）共同推出，旨在让上市公司环境信息更加阳光 透明。本项目基于31个省（区、市）、337个地级市政府发布的权威环境监管数据，筛选监控上市公司及其旗下公司（包括分公司、 参股公司和控股公司）的环境表现，加以专业数据分析及深入解读，每日智能写作及时发布上市公司AI绿报，每周推出A股绿色周 报，定期动态更新上市公司环境风险榜。 上期（总第209期）A股绿色周报显示，共有10家上市公司在近期暴露了环境风险。 | | 量式化工 | 北京市 | | --- | --- | --- | | | 石油石化 | | | | | 辽宁省 | | 环境违法违规 | 建筑装饰 | 山西省 | | | 医药生物 | 湖北省 | | | 社会服务 | 上海市 | | | 公用事业 | 河北 ...

Investment Rating - The industry investment rating is Neutral [8] Core Insights - AI liquid cooling is transitioning from an optional to a necessary solution, with demand expected to drive rapid growth in market space and penetration rates [8] - The acceleration of ASIC layouts and the increase in domestic computing cluster scale will open new growth opportunities for the liquid cooling market [8] - The overseas supply gap in liquid cooling will provide opportunities for domestic suppliers to expand internationally, with expectations of moving from component supply to modular and integrated solutions [8] - The AI liquid cooling sector has high barriers to entry and significant value, suggesting a favorable competitive landscape and profitability in the medium to long term [8] Summary by Sections Liquid Cooling Market Dynamics - The demand for AI computing centers is driving the need for high-density GPU clusters, leading to a shift towards liquid cooling solutions [8] - Major cloud service providers are accelerating the development of customized ASICs and integrating liquid cooling solutions [8] Investment Recommendations - Suggested companies to watch include: - Yinvik (002837, Not Rated) - Yinlun (002126, Buy) - Feilong (002536, Not Rated) - Chuanhuan Technology (300547, Not Rated) - Xiangxin Technology (002965, Not Rated) - Sulian Technology (301397, Not Rated) - Zhongding (000887, Not Rated) [3]

Group 1 - The core index of the China Securities Battery Theme Index (CS Battery, 931719) rose by 0.59% to 2633.73 points, with a trading volume of 34.447 billion yuan on August 8 [1] - The CS Battery Index has increased by 4.76% over the past month, 9.09% over the past three months, and 3.79% year-to-date [1] - The index includes companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries [1] Group 2 - The top ten weighted companies in the CS Battery Index are: Sunshine Power (12.06%), CATL (9.81%), Sanhua Intelligent Control (6.26%), Yiwei Lithium Energy (5.61%), Greeenme (3.49%), Guoxuan High-Tech (3.27%), Xinwanda (3.25%), Lead Intelligent (2.94%), Tianci Materials (2.65%), and Yinlun (2.59%) [1] - The market segments of the CS Battery Index holdings show that 80.19% are from the Shenzhen Stock Exchange, 19.04% from the Shanghai Stock Exchange, and 0.77% from the Beijing Stock Exchange [1] Group 3 - The industry composition of the CS Battery Index holdings indicates that 85.29% is in the industrial sector, 12.14% in consumer discretionary, 1.54% in materials, and 1.02% in utilities [2] - The index samples are adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Public funds tracking the CS Battery Index include: Southern CSI Battery Theme Index C, Fortune CSI Battery Theme Connection C, Great Wall CSI Battery Theme C, and several ETFs [2]

Core Viewpoint - A total of 19 A-share listed companies have disclosed share reduction plans, with no companies announcing share increases on the same day [1]. Group 1: Share Reduction Details - Weilon Co., Ltd. plans to reduce no more than 0.7664% of its shares by the controlling shareholder's concerted action [2]. - Gongchuang Turf's shareholders plan to reduce no more than 0.80% of the total shares [2]. - Yujing Co., Ltd. will see a reduction of 1.12% of shares by its controlling shareholder and actual controller Yang Yuhong [2]. - Xiangxin Technology's controlling shareholder and actual controller will reduce 801,300 shares [2]. - Hengji Daxin's controlling shareholder Zhuhai Shiyou intends to reduce no more than 3% of the company's shares [2]. - Hengli Hydraulic's shareholder Shennuo Technology plans to reduce no more than 3% of the company's shares [2]. - Cangzhou Mingzhu's shareholder Junyue Rixin 17 plans to reduce no more than 1.00% of the company's shares [2]. - Tongfu Microelectronics' major fund reduced 13.1424 million shares, bringing its holding ratio down to 6.91% [2]. - Xianheng International's shareholder Goldman Sachs Asia Strategic plans to reduce no more than 12.3 million shares, accounting for no more than 3% [2]. - Hongsheng Co., Ltd.'s shareholder Changzhou Zhongke plans to reduce no more than 2.8594% of the company's shares [2]. - Dongfang Guoxin's controlling shareholder reduced 1.63% of the company's shares on August 6 [2]. - Linuo Pharmaceutical's shareholder plans to reduce no more than 3% of the company's shares [2]. - Yinlun Co., Ltd.'s directors and executives plan to reduce no more than 964,000 shares [2]. - Sanwei Xinan's Zhongwang Investment plans to reduce no more than 1% of the company's shares [2]. - Xue Neng Technology's shareholder Shanghang Xingyuan plans to reduce no more than 1.9832% of the company's shares [2]. - Zhongyan Co., Ltd.'s shareholder Wang Xiuyun plans to reduce no more than 1% of the company's shares [2]. - Zhongyou Technology's director Zhang Zhanguan plans to reduce no more than 0.0009% of the company's shares [2]. - Ruifeng Bank's Antu Automobile plans to reduce no more than 1.20% of the company's shares [2]. - Aili Home's directors and senior management plan to reduce no more than 0.108% of the company's shares [2].

人民财讯8月7日电，银轮股份（002126）8月7日晚间公告，副董事长陈不非、董事兼副总经理柴中华、 总经理夏军、副总经理杨分委计划分别以集中竞价方式减持公司股份合计不超过96.4万股，占目前公司 总股本比例为0.1158%。 ...