Core Viewpoint - The company, Invec (002837), has noted increased market attention on AI, computing equipment, and data center industries, particularly regarding its liquid cooling business, but has confirmed no undisclosed significant information affecting stock prices [1] Company Operations - The company's production and operational status remains normal, with no significant changes in its main business activities [1] - There have been no major changes in the internal and external operating environment [1]

Core Viewpoint - The company, Yingweike, announced on August 12 that its stock price had deviated significantly, with a cumulative increase of over 20% in the last three trading days, which is classified as abnormal stock trading activity according to Shenzhen Stock Exchange regulations [1] Group 1: Company Operations - The company has noted increased market interest in AI, computing power equipment, and data centers, leading to heightened attention on its liquid cooling business [1] - After investigation, the company found no undisclosed significant information in public media that could have impacted its stock price [1] - The company aims to leverage its technological innovation in air cooling and liquid cooling to expand its customer base in domestic and international data centers and computing power equipment sectors [1] Group 2: Business Stability - The company has established a relatively complete liquid cooling technology, product, and solution capability [1] - Current production and operational conditions are normal, with no significant changes in the main business or external operating environment [1] - The company, its controlling shareholders, and actual controllers have no undisclosed significant matters or major matters under planning related to the company [1]

证券代码：002837 证券简称：英维克 公告编号：2025-038 深圳市英维克科技股份有限公司 深圳市英维克科技股份有限公司（以下简称"公司"或"本公司"）股票 2025 年 8 月 8 日、2025 年 8 月 11 日、2025 年 8 月 12 日连续 3 个交易日收盘价格涨幅偏离 值累计达到 20%以上，根据深圳证券交易所的有关规定，属于股票交易异常波动的情 况。 二、公司关注、核实情况说明 针对公司股票交易异常波动情形，公司就相关问题进行了核实，现将有关情况说 明如下： 1.公司前期所披露的信息，不存在需要更正、补充之处。 2.公司发现近期市场对 AI、算力设备、数据中心等行业动态较为关注，对公司的 液冷相关业务有较多关注和讨论，经核查，未发现近期公共传媒报道了可能或已经对 公司股票交易价格产生较大影响的未公开重大信息。 3.随着 AI 算力的持续发展，公司希望凭借在风冷和液冷的技术创新优势，持续 展开国内外的数据中心及算力设备等行业客户的拓展，并已构建相对完整的液冷全链 条技术、产品和解决方案的能力。目前公司生产经营情况正常，主营业务未发生重大 变化，内外部经营环境未发生重大变化。 4.公司、 ...

Core Viewpoint - The company, Invec (002837.SZ), has noted increased market interest in AI, computing power equipment, and data centers, particularly regarding its liquid cooling business, but has found no undisclosed significant information affecting stock prices [1] Group 1: Company Operations - The company has confirmed that its production and operational conditions are normal, with no significant changes in its main business [1] - The company has established a relatively complete technology, product, and solution capability for the entire liquid cooling chain [1] Group 2: Market Position and Strategy - The company aims to leverage its technological innovation advantages in air cooling and liquid cooling to expand its customer base in domestic and international data center and computing power equipment industries [1] - The ongoing development of AI computing power is expected to drive further interest and opportunities in the company's liquid cooling solutions [1]

盘后数据显示，8月12日龙虎榜中，共36只个股出现了机构的身影，16只股票呈现机构净买入，20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盛科通信、航天科技、创新医疗，净买入金额分别是9151万元、6640万元、 6432万元。 当天机构净卖出前三的股票分别是英维克、禾望电气、寒武纪，净流出金额分别是4.22亿元、2.62亿元、2.33亿 元。 | | 龙虎榜 08.12 2 | | | --- | --- | --- | | 证券简称 | 目涨跌幅 | 机构净买入 (万元) | | 盛科通信 | 19.27% | 9150.95 | | 航天科技 | 2.68% | 6639.71 | | 创新医疗 | 9.99% | 6431.78 | | 双一科技 | 7.60% | 6121.96 | | 川润股份 | 2.65% | 3792.23 | | 威尔高 | 3.29% | 1718.52 | | 江南新材 | 1.12% | 1710.40 | | 中欣氣材 | -1.63% | 1032.29 | | 桂发祥 | 9.97% | 900.88 | 当天机构净买入前三的股票分别是盛科通信、航 ...

证券之星消息，8月12日专用设备板块较上一交易日上涨0.52%，国安达领涨。当日上证指数报收于 3665.92，上涨0.5%。深证成指报收于11351.63，上涨0.53%。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) | | --- | --- | --- | --- | --- | --- | | 300902 | 国安达 | 26.24 | 11.42% | 19.70万 | 5.04亿 | | 002837 | 英维克 | 54.75 | 9.39% | 100.79万 | 52.59 Z | | 873726 | 卓兆点胶 | 34.68 | 7.70% | 9.32万 | 3.36亿 | | 688648 | 中邮科技 | 48.17 | 7.69% | 12.23万 | 5.81亿 | | 603800 | 洪田股份 | 49.99 | 7.02% | 24.07万 | 11.98亿 | | 300756 | 金马游乐 | 32.64 | 6.74% | 9.40万 | 3.01亿 | | 002833 | 弘亚数控 | 17.80 ...

截至7月31日，英维克股东户数6.33万，人均流通股1.33万股。 2025年1月-3月，英维克实现营业收入9.33亿元，同比增长25.07%；归属净利润4801.05万元，同比减少 22.53%。 8月12日，英维克盘中10.01%涨停，截至14:34，报55.06元/股，成交45.94亿元，换手率10.52%，总市值 533.35亿元。 资料显示，深圳市英维克科技股份有限公司位于深圳市龙华区观澜街道观光路1303号鸿信工业园9号厂 房1-3楼，公司是一家提供精密温控节能设备的技术领先企业，主要业务涵盖数据中心温控、数据中心 集成及总包、机柜温控、电子散热及液冷温控等多个领域。公司已经为华为、中兴、Eltek等国内外知 名企业提供了超过3000000套ICT高效制冷与自然冷却产品，并在全球范围内建立了覆盖全国及全球重 点区域的市场和售后服务网络。 ...

Group 1 - The liquid cooling server index showed strong performance with a daily increase of 2.01% [1] - Among the constituent stocks, Shuguang Technology rose by 7.98% [1] - In addition, Invec increased by 6.95%, Tongfei Co. gained 5.93%, and Hongfuhan rose by 5.71% [1]

（文章来源：每日经济新闻） 英维克（002837.SZ）8月12日在投资者互动平台表示，公司2025年半年报尚未披露，预约的披露日为 2025年8月19日。 每经AI快讯，有投资者在投资者互动平台提问：1：目前海外业务收入占比是否达到公司预期？2：海 外拓展的主要挑战是技术认证，渠道，还是本土化生产？ ...

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]