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]

Core Viewpoint - Liquid cooling technology is expanding beyond GPU servers to network devices and ASIC chips, driven by the scaling of AI clusters and a shift in market perception towards a revaluation of the liquid cooling industry [1][2][3] Group 1: Reasons for the Surge in Liquid Cooling - Liquid cooling technology is gaining traction as it is no longer limited to GPU servers, with potential applications in network devices and ASIC chips [2] - Recent developments include Broadcom introducing liquid cooling in switch devices, AMD emphasizing liquid cooling in its MI350 series, and Taiwanese cooling leaders predicting a rapid increase in water cooling adoption over the next two years [2] - The industry is transitioning from conceptual discussions to tangible implementations, with changes in revenue structures, customer bases, and production expansions expected [2] Group 2: Market Dynamics and Future Prospects - The market is at a tipping point where the recognition of liquid cooling trends is leading to significant market reactions, driven by increasing power consumption and the diversification of AI clusters [3] - The power consumption of systems like NVL72 has reached 120kW, surpassing the limits of air cooling systems, prompting a shift towards liquid cooling [3] - Major companies such as Meta, Google, and Amazon are advancing their AI architectures, which will likely include liquid cooling systems in the future [3] Group 3: Competitive Landscape and Strategic Considerations - The core competitive issue in the liquid cooling industry revolves around the ability to avoid "internal competition" and maintain a strong competitive edge [4] - Chip manufacturers may prefer decoupled solutions to reduce costs and improve installation efficiency, while cloud providers favor integrated delivery models for stability and operational efficiency [4] - Companies with robust system integration capabilities, including cold plates, CDU, UQD, cooling liquids, redundancy control, and engineering implementation, are likely to become preferred partners for major cloud service providers [4] Group 4: Investment Recommendations - Core recommendation includes Invec (002837) for its system capabilities and international expansion potential [5] - Other companies to watch include Dongyangguang (600673), Shuguang Shuchuang (872808), Shenling Environment (301018), and Gaolan Co. (300499) [5][6]

Core Insights - The report highlights the significant role of CFOs in listed companies, with the total compensation for CFOs in A-share companies reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1] - The average age of CFOs is approximately 47.95 years, with the majority aged between 40-49 years [3] - There is a notable disparity between CFO compensation and company performance, with several instances of high salaries despite poor financial results [7] Compensation Overview - The average salary for CFOs in the machinery and equipment-specialized equipment sector is about 655,600 yuan, with the highest salary being 3.20 million yuan and the lowest at 94,100 yuan [1] - The distribution of salaries shows that 49% of CFOs earn between 500,000 and 1 million yuan [1] Age and Education Distribution - The age distribution indicates that 45% of CFOs are between 40-49 years old, with the oldest being 65 years and the youngest at 33 years [3] - Educational qualifications reveal that there are 2 PhDs, 40 Master's degrees, 88 Bachelor's degrees, and 26 with lower qualifications, with corresponding average salaries of 2.11 million yuan, 741,100 yuan, 619,500 yuan, and 512,600 yuan respectively [5] Performance and Compliance Issues - There are discrepancies between CFO salaries and company performance, with examples of significant salary increases despite drastic declines in net profit [7] - A total of 14 CFOs received warnings or public notifications for compliance issues in 2024-2025 [7] - Specific cases include CFOs from companies like Sanyou Technology and Lingyun Light, who faced multiple warnings for various violations [8][9]

Group 1 - The liquid cooling server concept has been actively discussed, leading to significant stock movements in related companies [2] - Kangsheng Co., Ltd. experienced a limit-up in stock price, indicating strong investor interest [2] - Other companies such as Oulutong, Xingrui Technology, Yingweike, Keshida, and Aikesaibo saw stock increases exceeding 6% [2]

Group 1 - The liquid cooling concept stocks are experiencing significant activity, with companies like Eurocontinental approaching the daily limit increase [1] - Other companies in the sector, such as Aikesaibo, Fangsheng Co., Invec, Chuanhuan Technology, and Sixuan New Materials, have seen their stock prices rise by over 7% [1]