Core Insights - The boiler manufacturing industry in China is transitioning towards energy efficiency, environmental protection, and user-friendliness, as highlighted in the "13th Five-Year Plan" which emphasizes energy-saving actions across various sectors [1] Policy Overview - The Chinese government has introduced several key policies aimed at enhancing the safety and efficiency of boiler manufacturing, including the "Boiler Safety Improvement Action Plan" set for implementation by April 2025, which targets the elimination of safety hazards in small boilers [3] - The "2024-2025 Energy Saving and Carbon Reduction Action Plan" mandates specific energy-saving and carbon reduction targets for key industries, promoting the adoption of high-efficiency boiler technologies [3] - The "Guidelines for Accelerating the Construction of Waste Resource Utilization Systems" encourage the utilization of industrial waste heat and resources, further supporting the boiler industry's transition to greener practices [3] Industry Development Goals - The industry aims to continuously improve the energy efficiency of equipment systems, focusing on the application of high-efficiency energy equipment and the renovation of existing energy-consuming devices [15] - There is a push for the development of integrated services for high-efficiency and energy-saving boilers, including design, production, installation, and operation [15] - The promotion of low-carbon transformation in industrial energy use is emphasized, particularly in sectors such as copper, iron, petrochemicals, and building materials, advocating for the use of electric heating technologies [15] Provincial Policies - Various provinces are implementing their own policies to support the boiler manufacturing industry, such as Beijing's initiative to enhance the efficiency of gas boilers and promote electric heating systems [16] - In Hebei, a plan has been established to encourage the replacement of old equipment with energy-efficient models, aligning with national energy-saving goals [16] - Inner Mongolia's policy aims for over 80% of steel production capacity to achieve ultra-low emissions by 2025, which includes the comprehensive implementation of low-emission standards for coal-fired boilers [16]

川润股份所属申万行业为：机械设备-通用设备-其他通用设备。所属概念板块包括：融资融券、节能环 保、氢能源、光伏玻璃、特高压等。 12月25日，川润股份盘中上涨2.02%，截至11:23，报16.18元/股，成交6.47亿元，换手率10.50%，总市 值78.45亿元。 资金流向方面，主力资金净流出1007.13万元，特大单买入2798.66万元，占比4.33%，卖出4635.17万 元，占比7.17%；大单买入1.14亿元，占比17.63%，卖出1.06亿元，占比16.34%。 川润股份今年以来股价涨64.26%，近5个交易日涨15.65%，近20日涨16.07%，近60日跌12.30%。 今年以来川润股份已经24次登上龙虎榜，最近一次登上龙虎榜为9月23日，当日龙虎榜净买入1578.44万 元；买入总计2.36亿元 ，占总成交额比9.20%；卖出总计2.20亿元 ，占总成交额比8.58%。 资料显示，四川川润股份有限公司位于四川省成都市郫县现代工业港北区港北六路85号，成立日期1997 年9月12日，上市日期2008年9月19日，公司主营业务涉及流体机械与控制技术、节能环保动力装备的研 发、生产和销售,以及 ...

Core Viewpoint - The company provides integrated solutions for "AI liquid cooling + green energy" tailored to the needs of data/power centers, aiming to reduce energy costs and improve efficiency [1] Group 1: Company Solutions - The company offers customized liquid cooling solutions based on the actual configuration and consumption needs of data centers, including design, complete system, construction implementation, and intelligent operation and maintenance [1] - The company's energy management solution, which integrates source, network, load, and storage, helps clients create green computing centers while significantly reducing electricity costs [1] Group 2: Cost Efficiency - Electricity costs account for over 50% of the total cost of ownership (CPEX) for data centers, highlighting the importance of the company's solutions in managing these expenses [1] - The company's solutions aim to effectively lower the Power Usage Effectiveness (PUE) value, thereby creating more value for clients [1]

（文章来源：证券日报） 证券日报网讯 12月24日，川润股份在互动平台回答投资者提问时表示，公司液冷业务开展顺利，目前 产线能满足当前订单需求。公司始终以市场需求为导向，实时根据战略规划、经营计划和市场客户需求 动态调配产能，公司与客户的合作情况请关注公司在指定信息披露媒体披露的公告等具体内容。 ...

证券日报网讯 12月24日，川润股份在互动平台回答投资者提问时表示，截至2025年12月20日公司股东 户数为113629户。 （文章来源：证券日报） ...

Market Overview - As of December 24, the Shanghai Composite Index closed at 3940.95 points, up by 20.97 points, representing a 0.53% increase [1] - The Shenzhen Component Index closed at 13486.42 points, up by 117.43 points, with a 0.88% increase [1] - The ChiNext Index closed at 3229.58 points, up by 24.57 points, reflecting a 0.77% increase [1] Stock Performance - A total of 89 A-shares had a turnover rate exceeding 20%, with six stocks, including C Jianxin and C Nabai Chuan, having turnover rates above 50% [1] - C Jianxin (688805) had a closing price of 58.12 yuan and a turnover rate of 77.25%, with a significant increase of 212.81% [1] - C Nabai Chuan (301667) closed at 82.73 yuan, with a turnover rate of 67.98%, but experienced a decline of 28.06% [1] - C Xihua (603248) closed at 26.01 yuan, with a turnover rate of 57.63%, and a decrease of 29.34% [1] - C Tiansu (301449) closed at 75.83 yuan, with a turnover rate of 54.69%, down by 24.93% [1] - Other notable stocks include C Youxun (688807) with a closing price of 231.60 yuan and a turnover rate of 50.23%, up by 14.03% [1] Additional Notable Stocks - Huazhong Cable (001208) closed at 21.05 yuan with a turnover rate of 49.18%, up by 6.10% [1] - Guangdao Tui (920680) closed at 1.32 yuan, with a turnover rate of 46.41%, and an increase of 29.41% [1] - Tongyu Communication (002792) closed at 34.71 yuan, with a turnover rate of 42.86%, up by 6.31% [1] - Shennong Agriculture (300189) closed at 7.90 yuan, with a turnover rate of 41.35%, up by 1.41% [1]

格隆汇12月24日丨川润股份(002272.SZ)在互动平台表示，公司液冷业务开展顺利，目前产线能满足当 前订单需求。公司始终以市场需求为导向，实时根据战略规划、经营计划，市场与客户需求动态调配产 能。在技术研发方面，公司紧跟行业前沿，研发新技术、新材料、新工艺，不断优化、提升产品的性能 和可靠性，通过技术创新，为客户提供更高效、更节能可靠的液冷整体解决方案，增强市场竞争力。 在市场拓展上，公司积极布局海内外市场，与客户建立长期稳定的合作关系。我们深入了解不同客户群 体的需求特点，为他们量身定制液冷整体解决方案和服务。关于与客户的合作详情，敬请关注公司在指 定信息披露媒体发布的公告等公开信息。未来，公司将继续以创新为驱动，以客户需求为核心，不断提 升自身的综合实力，为客户提供更优质的产品和服务。 ...

资金流入比率方面，集泰股份、川润股份、中光防雷等流入比率居前，主力资金净流入率分别为 47.68%、39.27%、31.95%。（数据宝） 液冷服务器概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 601138 | 工业富 | 3.70 | 1.09 | 130424.68 | 9.63 | | | 联 | | | | | | 002837 | 英维克 | 10.00 | 9.03 | 113460.33 | 14.92 | | 002272 | 川润股 份 | 10.02 | 22.45 | 52679.74 | 39.27 | | 002475 | 立讯精 | 0.55 | 1.07 | 48873.55 | 10.84 | | | 密 | | | | | | 300414 | 中光防 雷 | 20.00 | 24.64 | 36841.87 | 31.95 | | 300322 | 硕贝德 | 4. ...

Group 1 - The core viewpoint is that liquid cooling solutions are becoming the mainstream technology path for energy saving in data centers due to their higher cooling efficiency and lower PUE, especially after 2025 with significant improvements in AI server power consumption and chip power [1] - The global liquid cooling market is expected to reach $21.8 billion by 2027, driven by accelerated penetration and technology upgrades [1] - The current liquid cooling supply chain is dominated by Taiwanese manufacturers, but domestic manufacturers are presented with significant opportunities as chip manufacturers gradually participate in the liquid cooling supply chain [1] Group 2 - In the A-share market, liquid cooling server concept stocks experienced a surge, with companies like Yidong Electronics and Tongfei Co. both hitting the 20% daily limit, and Invech also reaching its daily limit, marking historical highs for these stocks [3] - Other companies such as Chuanrun Co. and Kuaike Intelligent also saw their stock prices hit the daily limit, with multiple other stocks following suit [3]

2025.12.23 本文字数：677，阅读时长大约2分钟 作者 |一财阿驴 | 2月23日，A股三大指数冲高回落，截至收盘，沪指涨0.07%，深成指涨0.27%，创业板指涨0.41%。 | | --- | | મ્દ્રિક | 名称 | 两日图 | 现价 | 淵跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | www | 3919.98 c | | 0.07% | | 399001 | 深证成指 | min | 13368.99 c | 36.26 | 0.27% | | 399006 | 创业板指 | win | 3205.01 c | 13.03 | 0.41% | 盘面上，锂电池产业链领涨，海南自贸区概念股仍局部活跃，光刻机题材延续强势，能源金属概念股表 现出色。商业航天、大消费、智能驾驶等题材出现调整。 具体来看，液冷服务器概念活跃，川润股份、英维克、同飞股份、中光防雷等多股涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 301123 | 李东申子 | + ...