（原标题：揭秘涨停丨这一板块掀起涨停潮） 以封单金额计算，10股封单资金均超亿元。其中，英维克、胜通能源、东芯股份3股封单资金均在3亿元 以上，分别为4.61亿元、3.91亿元、3.02亿元。 英维克具有液冷服务器+数据中心+英伟达概念。此前，英维克表示，目前公司服务器侧有提供液冷散 热解决方案，同时数据中心机房侧提供风冷、液冷散热解决方案，以适配各种场景的算力需求。 人工智能发展势头强劲，算力需求旺盛，推动液冷服务器成为刚需硬件。中商产业研究院报告显示， 2023年中国液冷服务器市场规模约为109亿元，同比增长49.3%。该机构预测，到2027年，中国液冷服 务器市场规模将超680亿元。 龙头点睛：液冷服务器板块多股涨停 10股封单资金均超1亿元。 涨停战场：英维克封单资金超4亿元 据证券时报·数据宝统计，今日（7月31日），从收盘涨停板封单量来看，胜通能源、文科股份、利德曼 封单量排名前三，依次为30.73万手、27.46万手、22.27万手；诺德股份、德展健康、英维克等个股封单 量均在10万手以上。 从连续涨停天数来看，西藏旅游斩获9连板，7月15日以来累计涨幅134.22%；安正时尚和中化装备等个 股 ...

Core Viewpoint - The company, Invec (002837.SZ), has reported no undisclosed significant information affecting its stock price despite increased market attention on AI, computing power equipment, and data centers [1] Group 1: Company Operations - The company has observed heightened interest in its liquid cooling business due to developments in AI and computing power [1] - The company aims to leverage its technological innovation in both air cooling and liquid cooling to expand its customer base in domestic and international data centers and computing power equipment sectors [1] - The company has established a relatively complete liquid cooling technology, product, and solution capability [1] Group 2: Market Environment - The company's production and operational conditions remain normal, with no significant changes in its main business or the internal and external operating environment [1]

Core Viewpoint - The company, Invec (002837.SZ), has experienced a significant stock price fluctuation, with a cumulative increase of over 20% in the closing prices on July 30 and July 31, 2025, indicating abnormal trading activity [1] Group 1: Stock Performance - The stock price of Invec has shown a cumulative increase of over 20% over two consecutive trading days, which is classified as abnormal trading behavior [1] - The company has confirmed that there are no undisclosed significant information affecting the stock price, despite the market's heightened interest in AI, computing power equipment, and data centers [1] Group 2: Business Focus - Invec aims to leverage its technological innovation in both air cooling and liquid cooling to expand its customer base in the domestic and international data center and computing power equipment sectors [1] - The company has established a relatively complete liquid cooling technology, product, and solution capability, positioning itself to capitalize on the ongoing development of AI computing power [1]

Core Viewpoint - The company, Yingweike (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] Group 1: Company Operations - The company is leveraging its technological advantages in air cooling and liquid cooling to expand its customer base in domestic and international data center and computing equipment sectors [1] - The company has established a relatively complete liquid cooling technology, product, and solution capability [1] - Current production and operational conditions of the company are normal, with no significant changes in its main business or external operating environment [1]

Core Viewpoint - The stock of Invec (002837.SZ) experienced an abnormal fluctuation, with a cumulative price increase of over 20% on July 30 and 31, 2025, attributed to market interest in AI, computing power equipment, and data centers [1] Group 1: Company Information - Invec has not identified any undisclosed significant information that could have impacted its stock price following a review of public media [1] - The company aims to leverage its technological advantages in air cooling and liquid cooling to expand its customer base in the domestic and international data center and computing power equipment sectors [1] - Invec has developed a relatively complete liquid cooling technology, product, and solution chain [1]

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。 证券代码：002837 证券简称：英维克 公告编号：2025-037 深圳市英维克科技股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动情况 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 7月30日、2025 年7月 31日连续2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： 公司将继续严格按照有关法律法规的规定和要求，认真履行信息披露义务，及时 做好信息披露工作。 四、风险提示 1.公司经过自查不存在违反信息公平披露的情形。 2.根据《深圳证券交易所股票 ...

英维克：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 智通财经7月31日电，英维克(002837.SZ)发布异动公告，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。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。 ...

Market Overview - The market experienced fluctuations with all three major indices dropping over 1% in the afternoon session. However, computing power concept stocks remained active, with companies like Invec and Chuanrun shares hitting the daily limit. Innovative drug concepts continued to show strength, with stocks such as Nanjing New Pharmaceutical and Anke Bio also reaching their limits [1][3]. Key Highlights Computing Power Sector - The computing power sector saw significant gains, with stocks like Invec and Hewei Electric achieving consecutive limit-ups. Meta announced an increase in its capital expenditure forecast for 2025, now expected to be between $66 billion and $72 billion, up from a previous lower limit of $64 billion. Microsoft reported fourth-quarter revenue of $76.44 billion, exceeding analyst expectations of $73.89 billion, and anticipates capital expenditures exceeding $30 billion in the upcoming first quarter [3][4]. - Demand for computing power infrastructure is surging due to rapid advancements in AI models and smart hardware, driving the need for high-performance servers, GPUs, and advanced PCBs. The trend indicates a potential for the computing power industry to become an enhanced version of the previous decade's cloud computing boom [5][6]. Pharmaceutical Sector - The pharmaceutical sector remained active, with stocks like Qizheng Tibetan Medicine, Nanjing New Pharmaceutical, and Dezhan Health achieving consecutive limit-ups. The sector is expected to benefit from improving policies and a gradual recovery in profitability, indicating a potential for valuation re-rating [7][8]. Fertility and Childcare Sector - The fertility support sector showed continued activity, with stocks like Anzheng Fashion and Sunshine Dairy achieving consecutive limit-ups. Recent government announcements regarding enhanced fertility support policies are expected to positively impact the market, particularly in the mother and baby consumption industry [9][10][11]. Other Notable Trends - The AI large model and military sectors showed localized activity, while sectors like the Yajiang Hydropower concept and film industry faced declines [11][12].

Core Insights - The China AI 50 concept index rose by 0.99% as of July 31, ranking 9th among concept sectors, with 30 stocks increasing in value, led by Yingweike, which hit the daily limit, and notable gains from Youfu Network, Deepin Technology, and Youkede, which rose by 8.05%, 6.75%, and 6.29% respectively [1][2] Market Performance - The top-performing concept sectors included Liquid Cooling Servers (+1.86%), Zhizhu AI (+1.73%), and Assisted Reproduction (+1.72%), while the worst performers were Special Steel Concept (-3.20%) and Low-E Glass (-3.07%) [2] - The China AI 50 concept saw a net inflow of 2.507 billion yuan, with 31 stocks receiving net inflows, and 9 stocks exceeding 100 million yuan in net inflows, led by Youfu Network with 867 million yuan [2][3] Fund Flow Analysis - The stocks with the highest net inflow ratios included Yingweike (37.56%), Youfu Network (30.76%), and China Telecom (20.54%) [3] - The top stocks in the China AI 50 concept based on net inflow included Youfu Network, Hanwha Technology, and Inspur Information, with net inflows of 867.33 million yuan, 604.78 million yuan, and 569.68 million yuan respectively [3][4]

Market Overview - The A-share market experienced a decline with the Shanghai Composite Index falling by 1.18%, the Shenzhen Component Index down by 1.73%, and the ChiNext Index decreasing by 1.66% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.94 trillion yuan, an increase of 91.7 billion yuan compared to the previous trading day, with over 4,200 stocks declining [1][2] Sector Performance - Sectors such as steel, energy metals, coal mining and processing, photovoltaic equipment, and film and television cinema saw declines, while the liquid cooling server sector showed strong performance [4] - The innovative drug concept continued to perform well, with several stocks including Nanxin Pharmaceutical, Anke Bio, and Aoxiang Pharmaceutical hitting the daily limit [4] - The liquid cooling server concept had multiple stocks, including Yingweike and Icewheel Environment, reaching the daily limit [4][5] Capital Flow - Major funds saw net inflows in sectors like banking, computers, and traditional Chinese medicine, while there were net outflows in mining, paper printing, and electronic components [6] - Specific stocks such as 360, Yidian Tianxia, and Yongyou Network received net inflows of 1.133 billion yuan, 889 million yuan, and 881 million yuan respectively [6] - Conversely, Baogang Group, Dongfang Fortune, and CATL faced net outflows of 1.868 billion yuan, 1.697 billion yuan, and 1.663 billion yuan respectively [6] Institutional Insights - Galaxy Securities suggests not to make bullish moves while the Shanghai Composite Index is below the 5-day moving average, indicating a high probability of filling the gap [6] - Everbright Securities notes that market sentiment remains active, with fluctuations being a normal adjustment within the trend [7] - CITIC Securities maintains that the index is expected to continue its upward trend despite short-term fluctuations [7]