2025年，液冷服务器市场迎来爆发式增长。根据IDC发布的《中国半年度液冷服务器市场(2024下半年) 跟踪》报告，2024年中国液冷服务器市场规模达到23.7亿美元，同比增长67.0%。这一亮眼的市场表 现，显示出液冷技术正在成为高密度算力场景的刚需。IDC进一步预测，2024-2029年，中国液冷服务 器市场年复合增长率(CAGR)将达到46.8%，2029年市场规模有望突破162亿美元。 液冷技术作为解决高密散热的核心方案，市场需求的激增源于算力密度的快速提升。据天风证券 （601162）测算，NVL72单机柜液冷价值量约为10万美元，随着GB200/300高密度功率机柜出货放量， AI数据中心液冷渗透率有望从B200阶段的10%跃升至GB300阶段的90%，2025年或将成为液冷服务器 的"起量元年"。 与此同时，国内液冷产业链公司纷纷加速布局。 例如，作为全链条液冷的开创者，英维克率先推出高可靠Coolinside全链条液冷解决方案。从冷板、快 速接头、Manifold、CDU、机柜，到SoluKing长效液冷工质、管路、冷源等"端到端"的产品覆盖，从服 务器制造工厂，到数据中心运行现场的"厂到场" ...

| 飞龙股份 | 中国民生银 | 47010141 6****174 | 结构性存款 | 保本浮动 | 5,000 | 闲置自有 | 2025 | 年 8 | 2025 8 | 年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 公司名称 | 签约银行 行南阳分行 | 银行账户 | 产品名称 | 产品类型 收益型 | 认购金额 （万元） | 资金来源 资金 | 起始日期 月 18 | 日 | 到期日期 月 29 | 日 | 证券代码：002536 证券简称：飞龙股份 公告编号：2025-071 飞龙汽车部件股份有限公司 关于使用闲置自有资金进行现金管理的公告 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、误导性陈述或者重大遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"或"飞龙股份"）于 2024 年 10 月 13 日召开第八届董事会第十次会议、第八届监事会第九次会议，审议通 过《关于继续使用暂时闲置募集资金及自有资金进行现金管理的议案》。为提高 公司募集资金的使用效率，在不影响募集 ...

Group 1 - Major stocks such as Dayuan Pump Industry opened lower by 5.50% while military stock Great Wall Military Industry opened down 0.44% [1] - Media stock Jishi Media opened down 0.23%, while commercial aerospace concept stock Guoji Precision Engineering opened up 2.18% [1] - IDC power concept stocks like Tongzhou Electronics reached a limit up after 6 consecutive days of gains, and Zhongheng Electric opened up 4.71% [1] Group 2 - Huawei supply chain company Huasheng Tiancai opened up 6.00% after 8 consecutive days of gains [1] - Liquid cooling server concept stock Feilong Co. opened up 1.90% after 9 consecutive days of gains, while Jintian Co. reached a limit up after 4 days of gains [1] - Furniture stock Aili Home opened up 0.53%, and brokerage stock Great Wall Securities opened up 3.39% [1]

■ 二、本次使用暂时闲置募集资金进行现金管理的情况 登录新浪财经APP 搜索【信披】查看更多考评等级 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、误导性陈述或者重大 遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"或"飞龙股份"）于2024年10月13日召开第八届董事会第十 次会议、第八届监事会第九次会议，审议通过《关于继续使用暂时闲置募集资金及自有资金进行现金管 理的议案》。为提高公司募集资金的使用效率，在不影响募集资金投资项目建设和公司及子公司正常经 营的情况下，同意公司及子公司使用不超过人民币3.2亿元（含本数，含前次使用部分暂时闲置募集资 金进行现金管理尚未到期的部分）的暂时闲置募集资金和不超过3亿元（含本数）的闲置自有资金进行 现金管理。上述额度自董事会审议通过之日起12个月内有效，在前述额度和期限范围内可循环滚动使 用，暂时闲置募集资金现金管理到期后将及时归还至募集资金专户。 具体内容详见公司在指定信息披露媒体《证券时报》《中国证券报》《证券日报》《上海证券报》和巨 潮资讯网（www.cninfo.com.cn）披露的《关于继续使用暂时闲置募集资金及自有资金进行现金管 ...

Group 1: Market Trends - A total of 34 stocks had a closing order amount exceeding 1 billion yuan, indicating strong market interest [2] - The top three stocks by closing order funds were Aili Home, Northern Rare Earth, and Huasheng Tiancai, with amounts of 7.43 billion yuan, 5.49 billion yuan, and 3.34 billion yuan respectively [2] - The stock Dazhong Pump Industry achieved a remarkable 6 consecutive daily limit increases, with a cumulative increase of 120.45% since July 31 [2] Group 2: Liquid Cooling Sector - The liquid cooling server sector saw significant activity, with stocks like Yongtai Technology, Yingweike, and Yinheng Co. experiencing price surges [3] - Yingweike provides liquid cooling solutions for servers and data centers, adapting to various computational needs [3] - Dazhong Pump Industry's liquid cooling pump products are core components in liquid cooling temperature control systems, entering the supply chains of major companies like Weidi Technology and ZTE [3] Group 3: Film and Television Industry - The film and television sector also saw stocks like Huazhi Shumei and Huace Film & TV reaching daily limits [4] - Huace Film & TV continues to lead in production volume, broadcast quantity, and awards in both domestic and international markets [4] - Ciweng Media focuses on investment, production, and distribution of films and television dramas, along with mobile game development [4] Group 4: Co-Packaged Optics (CPO) - The CPO sector had stocks like Dekeli and Qiangrui Technology experiencing price increases [5] - Dekeli is researching high-speed, compact long-distance optical transceiver modules, including 800G and CPO technologies [5] - Qiangrui Technology's subsidiary has developed liquid cooling solutions for optical module products, providing targeted solutions for major domestic clients [5] Group 5: Institutional Investment - 13 stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with several stocks like Liou Co. and Hengbao Co. seeing net purchases over 2 billion yuan [6][7] - Institutional net purchases were led by stocks such as Dazhong and Tenglong, with amounts of 2.34 billion yuan and 2.27 billion yuan respectively [7]

证券日报网讯飞龙股份（002536）8月18日在互动平台回答投资者提问时表示，公司液冷领域产品产能 后期会根据客户的需求情况，适时进行调整增加。 ...

飞龙汽车部件股份有限公司 关于使用暂时闲置募集资金进行现金管理到期赎回并再次进行现金管理的公告 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、误导性陈述或者重大遗漏。 飞龙汽车部件股份有限公司（以下简称"公司"或"飞龙股份"）于 2024 年 10 月 13 日召开第八届董事会第十次会议、第八届监事会第九次会议，审议通 过《关于继续使用暂时闲置募集资金及自有资金进行现金管理的议案》。为提高 公司募集资金的使用效率，在不影响募集资金投资项目建设和公司及子公司正常 经营的情况下，同意公司及子公司使用不超过人民币 3.2 亿元（含本数，含前次 使用部分暂时闲置募集资金进行现金管理尚未到期的部分）的暂时闲置募集资金 和不超过 3 亿元（含本数）的闲置自有资金进行现金管理。上述额度自董事会审 议通过之日起 12 个月内有效，在前述额度和期限范围内可循环滚动使用，暂时 闲置募集资金现金管理到期后将及时归还至募集资金专户。 具体内容详见公司在指定信息披露媒体《证券时报》《中国证券报》《证券 日报》《上海证券报》和巨潮资讯网（www.cninfo.com.cn）披露的《关于继续 使用暂时闲置募集资 ...

Market Overview - The market showed a collective strength today, with the Shanghai Composite Index reaching a nearly 10-year high. AI hardware stocks, including liquid cooling servers and CPOs, continued their strong performance, with multiple stocks hitting the daily limit. [1] - The total trading volume today was 2.81 trillion yuan, with over 4,000 stocks in the Shanghai, Shenzhen, and Beijing markets showing gains. [1] Hot Topics Liquid Cooling Servers - The liquid cooling sector remained hot, with stocks like Dayuan Pump Industry and Feilong Co. hitting consecutive daily limits. [4] - The liquid cooling segment saw a price increase of 6.69%, driven by OpenAI's announcement to double its computing power in the next five months. [5] - Major companies in the liquid cooling industry are actively engaging with overseas AI giants, indicating a potential breakthrough in performance for leading firms. [6] Film and Television - The film and television sector experienced a significant surge, with stocks like Jishi Media and Huace Film & TV hitting daily limits. [6] - Recent regulatory changes from the National Radio and Television Administration may ease restrictions on TV series production, potentially revitalizing the industry. [7][8] - The film industry is positioned at a turning point, with expectations for improved business models and accelerated project launches, which could enhance cash flow and advertising revenue. [8] Domestic Chips - The domestic chip sector remained active, with companies like Dahao Technology and Hanzhong Precision hitting daily limits. [9] - Recent announcements regarding asset acquisitions and funding for chip platforms indicate a strengthening of the domestic semiconductor supply chain. [10][11] - The semiconductor market is projected to grow significantly, with a forecasted market size of $346 billion by mid-2025, reflecting strong industry momentum. [11]

Group 1 - Multiple liquid cooling server concept stocks have achieved consecutive gains, with Dayuan Pump Industry reaching 6 consecutive gains, and Feilong Co. and Jintian Co. both achieving 4 consecutive gains [1] - On August 18, Wind data shows that a total of 123 stocks in the A-share market hit the daily limit [1] - The stocks with the highest consecutive gains include *ST Huaxiao (6 gains, wind power), Dayuan Pump Industry (6 gains, liquid cooling server), and *ST Aowei (5 gains, military information technology) [1] Group 2 - Other notable stocks include *ST Nanzhi (5 gains, commercial real estate), Feilong Co. (4 gains, liquid cooling server), and Changcheng Securities (4 gains, securities) [2] - Additional stocks with 2 consecutive gains include companies in various sectors such as lithium batteries, data centers, and robotics [2]

Group 1 - A total of 108 stocks reached the daily limit up today, with 26 stocks on consecutive limit up boards [1] - 43 stocks failed to maintain their limit up status, resulting in a sealing rate of 71% (excluding ST and delisted stocks) [1] - Notable stocks include Jishi Media in the film and television sector with 7 limit up boards in 11 days, and Dayuan Pump Industry in the liquid cooling server concept with 6 consecutive limit up boards [1] Group 2 - Feilong Co. achieved 5 limit up boards in 9 days, while Guojijinggong in the commercial aerospace sector had 6 limit up boards in 11 days [1] - Tongzhou Electronics in the server power supply sector recorded 5 limit up boards in 6 days [1]