| 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 ...

证券之星消息，8月15日专用设备板块较上一交易日上涨2.11%，中邮科技领涨。当日上证指数报收于 3696.77，上涨0.83%。深证成指报收于11634.67，上涨1.6%。专用设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688648 | 中郎科技 | 75.71 | 20.00% | 14.94万 | | 10.33亿 | | 301128 | 强瑞技术 | 74.41 | 12.74% | 12.95万 | | 9.18亿 | | 002837 | 英维克 | 63.82 | 9.60% | 109.10万 | | 67.72亿 | | 603337 | 杰克股份 | 56.99 | 9.34% | 7.58万 | | 4.21亿 | | 300902 | 圖安达 | 29.16 | 8.68% | 18.41万 | | 5.19 Z | | 873726 | 卓兆点胶 | 37.32 | 7.92% | 6.69万 | | 2.48亿 | | ...

液冷彻底冷不下来了！ 8月15日，液冷板块彻底沸腾。该板块涨幅超过5%的股票一度达到27只，其中有13只股票一度涨停或涨幅超过10%。大元 泵业最近连拉5个涨停板，金田股份亦因此表现强势。今天出现首板的股票也有不少，如川环科技、川润股份、东阳光 等。 今日A股整体盘面也非常强劲，截至收盘，沪指创阶段收盘新高，创业板指涨逾2%。上证指数收涨0.83%报3696.77点， 深证成指涨1.6%，创业板指涨2.61%，北证50涨3.04%，科创50涨1.43%，万得全A涨1.44%。市场逾4600股上涨，成交额 连续3日突破2万亿。 市场上亦产生了一种预期：液冷服务器就是下一个光模板，而光模板产生了多只十倍股。因此，亦有人将液冷比作下一 个"印钞机"。那么，为何液冷会如此火爆？究竟是资本炒作，还是需求驱动？ 全线大涨 又见液冷大爆发。 在大元泵业今天拉出第5个涨停板的时候，液冷的持续性就烘托出来了。今天，液冷服务器板块共有13只股票一度涨停或 涨幅超过10%，其中不少是首板。此前已经爆发的高澜股份、英维克等比较正宗的概念股今天亦有强劲表现。显示出板 块整体强势的特征。 | 13 11 11 11 11 | | | | ...

Core Insights - The company, Yingweike, celebrated its 20th anniversary on August 15, 2025, reflecting on its journey from inception to becoming an industry leader and expressing gratitude to partners and employees while outlining future development plans [1] Company Development - Yingweike was founded in 2005 in Shenzhen and is recognized as a high-tech enterprise specializing in precision temperature control and energy-saving solutions [1] - The company has diversified its business across multiple fields, including digitalization, new energy, and new living, covering areas such as data center temperature control, energy storage temperature control, and indoor air environment control [1] Early Challenges - In its early years (2005-2006), the company faced significant challenges, starting with no market, products, or resources, and operated from a small office space [2] - The founders demonstrated resilience and innovation, leading to the successful development of energy-efficient products and securing major projects in the domestic market [2] Growth Phase - From 2007 to 2016, Yingweike entered a phase of exploration, adapting its business and management models to meet new demands and technologies [2] - The company emphasizes understanding customer needs and delivering quality products as its core competitive advantage, which has led to market recognition [3] Post-IPO Expansion - Following its IPO on December 29, 2016, Yingweike experienced significant growth, with revenues increasing from 500 million to 4.5 billion by 2024, maintaining 14 consecutive years of revenue and profit growth [4] - The company has expanded its operations into emerging fields such as energy storage temperature control and electronic cooling, establishing itself as a global leader [4] Future Outlook - The company is optimistic about the next decade, anticipating growth driven by high-density heat dissipation needs and energy storage requirements due to the information and new energy revolutions [4] - Yingweike aims to provide comprehensive solutions across all stages of customer engagement, focusing on integrating new and existing business lines for sustained growth [4][5]

Group 1 - The main focus of the article is on the top 20 stocks that have seen significant inflows of capital as of August 15, with specific amounts listed for each stock [1] - The stock with the highest inflow is Dongfang Caifu, attracting 2.258 billion yuan, followed by Tianfeng Securities with 1.895 billion yuan [1] - Other notable stocks include Shanghai Electric with 1.217 billion yuan and Zhinancai with 844 million yuan, indicating strong investor interest in these companies [1] Group 2 - The total inflow amounts for the top 20 stocks highlight a trend of increased investment in the financial and technology sectors [1] - The data suggests a potential shift in market sentiment, with investors favoring stocks like Dongfang Caifu and Tianfeng Securities, which are linked to financial services [1] - The presence of companies like Sunshine Power and Jianghuai Automobile in the top 20 indicates a diversification of investment across different industries [1]

Group 1 - The liquid cooling concept continues to gain strength, leading to significant stock price increases for companies such as Invec and Chuanhuan Technology, which reached their daily limit up [1] - Other companies like Oulu Tong, Southern Pump Industry, and Runhe Materials also experienced stock price increases, indicating a broader market interest in liquid cooling technologies [1]

Company Performance - The stock price of Yingweike has reached a historical high, with the stock showing a continuous upward trend, hitting new highs on 10 trading days in the past month [2] - As of 09:43, the stock is up 6.18%, priced at 61.83 yuan, with a trading volume of 23.07 million shares and a transaction amount of 1.37 billion yuan, resulting in a turnover rate of 2.74% [2] - The latest total market capitalization of the stock in A-shares is 59.89 billion yuan, with a circulating market value of 52.08 billion yuan [2] Industry Overview - The mechanical equipment industry, to which Yingweike belongs, has an overall increase of 1.08%, with 495 stocks rising and 6 stocks, including Shandong Zhanggu and Dayuan Pump Industry, hitting the daily limit [2] - Conversely, 87 stocks have declined, with the largest drops seen in Zhigao Machinery, Southern Road Machinery, and Lanjian Intelligent, with declines of 8.36%, 6.06%, and 3.75% respectively [2] Financial Data - According to the company's Q1 report, it achieved an operating income of 933 million yuan, representing a year-on-year increase of 25.07% [2] - The net profit for the same period was 48.01 million yuan, showing a year-on-year decrease of 22.53% [2] - The basic earnings per share are 0.0600 yuan, with a weighted average return on equity of 1.63% [2] Margin Trading Data - As of August 14, the latest margin trading balance for the stock is 1.74 billion yuan, with a financing balance of 1.73 billion yuan, reflecting an increase of 840 million yuan over the past 10 days, a growth of 94.66% [2]

New Stock Listings - Zhigao Machinery listed on August 14, 2025, with an issuance price of 17.41[1] - China Shipbuilding (stock code: 600150) has a buyout request period from August 13 to August 15, 2025[1] - Shinke Co. (stock code: 002633) has a tender offer period from July 29 to August 27, 2025[1] Tender Offers and Mergers - ST Kelly (stock code: 300326) has a tender offer period from July 17 to August 15, 2025[1] - Fushun Special Steel (stock code: 600399) has a tender offer period from August 12 to September 10, 2025[1] - China Heavy Industry (stock code: 601989) is involved in a merger announcement[1] Market Volatility - Longhua Technology (stock code: 603280) reported severe abnormal fluctuations[1] - Guochuang Gold Control (stock code: 002670) has been flagged for abnormal trading activity[1] - ST Keli Da (stock code: 600410) is also noted for significant price volatility[1]

Group 1 - The liquid cooling server concept experienced a partial surge on August 14, with notable increases in stock prices [1] - Eurocontinental saw a rise of over 18%, indicating strong market interest [1] - China Great Wall increased by nearly 5%, reflecting positive investor sentiment [1] - Invech's stock rose by over 2%, contributing to the overall trend in the sector [1]

Company Overview - Ingevic Technology Co., Ltd. is a leading technology company based in Longhua District, Shenzhen, specializing in precision temperature control and energy-saving equipment [1] - The company provides services in various fields including data center temperature control, integration and general contracting, cabinet temperature control, electronic heat dissipation, and liquid cooling temperature control [1] - Ingevic has supplied over 3 million sets of high-efficiency cooling and natural cooling products to well-known domestic and international companies such as Huawei, ZTE, and Eltek [1] Financial Performance - For the period from January to March 2025, Ingevic achieved operating revenue of 933 million yuan, representing a year-on-year increase of 25.07% [1] - The net profit attributable to shareholders was 48.01 million yuan, which reflects a year-on-year decrease of 22.53% [1] Market Activity - On August 14, Ingevic's stock price increased by 6.63%, reaching 60.78 yuan per share, with a trading volume of 4.57 billion yuan and a turnover rate of 9.47% [1] - As of July 31, the number of shareholders for Ingevic was 63,300, with an average of 13,300 circulating shares per person [1] - The total market capitalization of Ingevic is 58.876 billion yuan [1]