英维克公告，2025年上半年营业收入25.73亿元，同比增长50.25%。净利润2.16亿元，同比增长 17.54%。 ...

深圳市英维克科技股份有限公司 2025 年半年度报告全文 深圳市英维克科技股份有限公司 2025 年半年度报告 2025 年 8 月 1 深圳市英维克科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人齐勇、主管会计工作负责人叶桂梁及会计机构负责人(会计主 管人员)陈苹声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司已在本报告中详细描述存在的相关风险，请查阅"第三节管理层讨 论与分析之十、公司面临的风险和应对措施"的相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 | | 2 | | --- | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | | 6 | | 第三节 | 管理层讨论与分析 | | 9 | | 第四节 | 公司治理、环境和社会 | | 22 | | 第五节 | ...

以封单金额计算，今日34股封单资金超1亿元。爱丽家居、北方稀土、华胜天成排名前三，封单资金依 次为7.43亿元、5.49亿元、3.34亿元；利欧股份、深圳华强、诺德股份、川润股份等近10股封单资金在2 亿元以上。 爱丽家居专业从事中高端弹性地板研发与生产，该股炒作核心仍是液冷概念。公司此前在投资者互动平 台表示，浸没式液冷目前主流冷却液为化学类介质，与屏蔽式产品有较强的适配性，目前公司已有小批 量出货。 （原标题：揭秘涨停丨液冷概念，超20股涨停） 34股封单资金超1亿元。 据证券时报·数据宝统计，8月18日，从收盘涨停板封单量看，利欧股份、雅博股份、爱丽家居、诺德股 份排名前四，依次为64.74万手、58.01万手、44.07万手、34.66万手；红豆股份、凯撒旅业、欢瑞世纪和 吉视传媒随后，封单量均在20万手以上。 从连续涨停天数看，大元泵业斩获6连板，7月31日至今累计涨幅高达120.45%，成为近期A股市场大牛 股之一；*ST华嵘实现5连板；爱丽家居、长城证券、金田股份和飞龙股份4连板。 涨停战场：爱丽家居封单资金居首 华策影视：公司影视剧产量、全网全平台播出量、影视版权库数量、国际国内奖项数量等持续 ...

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 ...

盘后数据显示，8月18日龙虎榜中，共44只个股出现了机构的身影，有23只股票呈现机构净买入，21只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是指南针、大智慧、腾龙股份，净买入金额分别是3.85亿元、2.34亿 元、2.27亿元。 净买入前三的股票分别是指南针、大智慧、腾龙股份。 第□则经 当天机构净卖出前三的股票分别是衢州发展、英维克、南亚新材，净流出金额分别是7.03亿元、2.41亿 元、1.51亿元。 | | 龙虎榜榜08.18 | | | --- | --- | --- | | 证券简称 | 冒涨跌幅 | 机构净买入 (万元) | | 指南针 | 14.64% | 38501.66 | | 大智慧 | 10.03% | 23388.02 | | 腾龙股份 | 3.82% | 22744.31 | | 恒宝股份 | 5.14% | 21740.51 | | 领益智造 | 9.98% | 19354.22 | | 中科金财 | 9.99% | 17522.57 | | 强瑞技术 | 20.00% | 11459.36 | | 利欧股份 | 9.90% | 9752.49 | | 北纬科技 | 5. ...

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | 净额(万)® | | 1 | 深般语专用 | 563 46 89% | C | 18271.61 | 2.42% | 50744.06 | 6.73% | -32472.45 | | 2 | 国泰海通证券股份有限公司上海酒东新区陆家嘴东路证券 | 次 e | ▶ | 17910.37 | 2.38% | 5533.57 | 0.73% | 12376.80 | | 3 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 125次 ...

近半年该股累计上榜龙虎榜6次，上榜次日股价平均涨5.04%，上榜后5日平均涨17.67%。 资金流向方面，今日该股主力资金净流出4.54亿元，其中，特大单净流出2.64亿元，大单资金净流出 1.91亿元。近5日主力资金净流出5.92亿元。 英维克今日涨停，全天换手率13.26%，成交额75.37亿元，振幅10.80%。龙虎榜数据显示，机构净卖出 2.41亿元，深股通净卖出3.25亿元，营业部席位合计净买入1.20亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.24%上榜，机构专用席位净卖出2.41亿元，深股通 净卖出3.25亿元。 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17.79亿元，其中，买入成交额为6.67亿 元，卖出成交额为11.13亿元，合计净卖出4.46亿元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买五、卖二、卖四，合计买入金额 1.01亿元，卖出金额3.42亿元，合计净卖出2.41亿元，深股通为第一大买入营业部及第一大卖出营业 部，买入金额为1.83亿元，卖出金额为5.07亿元，合计净卖出3.25亿元。 | 买/ | 会员营业部名称 | 买入金额（万 ...

Summary of Liquid Cooling Technology Conference Call Industry Overview - Liquid cooling technology is transitioning from an optional solution to a necessary one for data center cooling, with major companies like Meta, Google, Amazon, and Microsoft adopting or preparing to adopt liquid cooling in their self-developed chips [1][2] - The liquid cooling market is expected to reach a scale of hundreds of billions, with the value of liquid cooling per chip estimated between 2000 to 3000 RMB, indicating potential for growth [1][4] Key Insights and Arguments - The market size calculation for liquid cooling is based on two main factors: 1. The value per chip multiplied by the number of chips, suggesting a market space in the hundreds of billions as high-power chips increase [3][4] 2. The cost of complete cabinets, with the ML72 cabinet costing around 500,000 to 600,000 RMB, and a potential market size of approximately 60 billion RMB if 100,000 cabinets are shipped [4] - The liquid cooling industry is currently in an explosive growth phase, with increasing penetration rates and significant growth opportunities for companies across the supply chain, particularly for leading firms like Inveck and others such as Chuanhuan Technology and Highcool [3][8] Company-Specific Insights - Inveck has several advantages in the liquid cooling sector, including a highly experienced management team with backgrounds from Huawei and Emerson, a focus on temperature control, and significant R&D investment, with the number of PhDs doubling last year [5] - Other notable companies in the liquid cooling management supply chain include Chuanhuan Technology, Qiangrui Technology, Shenling Environment, Yinlun Co., Tongfei Co., and Highcool, all of which are positioned to benefit from the burgeoning market [6][8] Product and Market Opportunities - The liquid cooling management supply chain includes various products such as cold plates, quick connectors, CDU pipelines, pumps, and plate heat exchangers, all driven by the demand for efficient heat dissipation [7][9] - Long-term prospects may also see the emergence of immersion cooling as a significant development direction [7] Future Market Outlook - The liquid cooling market is anticipated to experience substantial growth in the coming years, with companies like Meta, Google, and Amazon gradually launching related resource chips, potentially reaching market sizes in the tens of billions or even hundreds of billions [10] - The GB300 model is expected to enhance value compared to the GB200 model, with improvements in cold plate design and cooling capacity, indicating a trend towards more efficient cooling solutions [11] Technological Development and Market Expectations - As chip and cabinet power consumption continues to rise, the overall value of liquid cooling is expected to grow, with new technologies such as phase change cooling plates and new architectures providing additional market opportunities [12] - Recommended companies for investment include Inveck, Highcool, Shenling Environment, Tongfei Co., Kehua Data, and Yinlun Co., all of which are positioned well in the liquid cooling sector [12][13] Competitive Landscape - Companies with competitive advantages in the liquid cooling field include Inveck, Highcool, Shenling Environment, Tongfei Co., Kehua Data, and Yinlun Co., all providing comprehensive solutions and demonstrating strong performance in technological innovation and market expansion [13]

Investment Rating - The report maintains a "Buy" rating for key companies in the computing power industry, specifically recommending companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [14][9][8]. Core Insights - The computing power industry is entering a phase of rapid growth, driven by significant capital expenditure from major CSPs towards AI computing power [24][3]. - The macroeconomic environment, particularly the strong expectations for interest rate cuts in North America, is expected to enhance the long-term value of growth stocks, particularly in the tech sector [25]. - AI applications are reaching a profitability inflection point, with leading companies leveraging their advantages to penetrate vertical markets [26][2]. - The demand for computing power is becoming increasingly critical, with major companies like Meta and OpenAI planning substantial investments in data center infrastructure [27][3]. - The industry is characterized by a "stronger getting stronger" dynamic, with established players solidifying their market positions through technological advantages and deep customer relationships [29][7]. Summary by Sections Macroeconomic Perspective - The expectation of interest rate cuts in the U.S. is likely to reduce debt costs for AI companies, alleviating financial pressure and encouraging further investment in R&D and acquisitions [25][24]. Mid-level Perspective - AI applications are accelerating in both technological advancements and user adoption, with significant growth in user numbers for platforms like GPT [26][2]. - The profitability of AI applications is transitioning from experimental phases to established business models, with major players expanding into new verticals [26][2]. Micro-level Perspective - The computing power market is witnessing a solid oligopoly, with domestic companies like Zhongji Xuchuang and Xinyi Sheng gaining a competitive edge through specialized technology and long-term partnerships with overseas clients [29][7]. - Innovations in computing infrastructure, particularly in optical communication and liquid cooling technologies, are expected to enhance efficiency and performance [29][8]. Investment Recommendations - The report recommends focusing on leading companies in the computing power supply chain, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, as well as companies involved in liquid cooling solutions [9][8][29].

| 301326 | 捷邦科 | 10.46 | 17.15 | 4399.81 | 9.76 | | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | 00081 1 | 冰轮环 | 7.85 | 7.03 | 4191.21 | 4.41 | | | 境 | | | | | | 600745 | 闻泰科 | 2.33 | 2.01 | 4127.68 | 4.44 | | | 技 | | | | | | 688035 | 德邦科 技 | 7.52 | 10.24 | 3918.27 | 8.99 | | 300383 | 光环新 网 | 2.1 1 | 3.99 | 3911.10 | 3.66 | | 301128 | 强瑞技 术 | 12.74 | 14.68 | 3796.59 | 4.14 | | 688668 | 鼎通科 | 0.36 | 5.60 | 3442.25 | 4.00 | | | 技 | | | | | | 301165 | 锐捷网 络 | 1.1 1 | 12.16 | 3006.00 | 3.83 | | 600498 ...