（文章来源：证券时报网） 据统计，截至8月13日，沪深两市共有135只个股连续5日或5日以上获融资净买入。连续获融资净买入天 数最多的股票是惠城环保，已连续23个交易日获净买入；连续获融资净买入天数较多的还有探路者、华 曙高科、景嘉微、凯盛新材、安井食品、鑫宏业、天保基建、依米康、电投产融等股，分别获14个、12 个、11个、10个、10个、9个、9个、9个、9个交易日净买入。 ...

Group 1 - The core viewpoint of the article highlights that the well-known private equity firm, Capella Asset Management, has conducted research on a listed company, specifically focusing on Yimikang, which offers comprehensive temperature control solutions and is expanding its overseas operations [1] - Yimikang has developed a full-stack liquid cooling solution that includes smart engineering, key equipment, IoT software, and intelligent services, successfully operating liquid cooling containers [1] - The company is experiencing strong order conditions and normal operational activities, with significant clients including Alibaba, ByteDance, and Huawei, and is expected to confirm overseas order revenue of 47.7188 million yuan in 2024 [1]

Group 1 - The company Yimikang has a comprehensive range of temperature control solutions and technologies, with a focus on overseas liquid cooling applications, particularly in Europe and the United States [1] - In 2023, the company is gradually expanding its overseas presence, following the demand from major clients like Alibaba and ByteDance, with confirmed overseas order revenue of 47.7188 million yuan for 2024 [1] - Yimikang offers a full-stack liquid cooling solution that includes smart engineering, key equipment, IoT software, and intelligent services, and has successfully launched products like liquid cooling containers [1] Group 2 - Major clients and strategic partners of the company include Alibaba, ByteDance, and Huawei, indicating a strong order situation and normal operational activities [1]

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-12 | 300249 | 依米康 | 16.64 | 21.00 | 349.44 | 申万宏源证券有限 | 中国银河证券股份 | | | | | | | | 公司宁波海晏北路 | 有限公司宁波宁穿 | | | | | | | | 证券营业部 | 路证券营业部 | 8月12日，依米康大宗交易成交21万股，成交额349.44万元，占当日总成交额的0.24%，成交价16.64元，较市场收盘价17.89 元折价6.99%。 ...

依米康8月11日在机构调研中就"液冷与风冷的应用场景及时间节奏如何看？"的问题表示，公司预估海 外上液冷的节奏会更快，以欧美带头的AI服务器最快于明年进入冷板液冷时代，进入到了AI工厂时 代，中东、日韩紧随其后。东南亚受美国政策影响，在建设节奏上稍微会慢一点。受相应政策，及既有 方案稳定性、适配性及经济性的影响，国内近几年仍会以风液同源为主。公司拥有市场全部温控方案的 产品与技术。在经营思路上，锚定未来温控技术方向，根据国内及海外不同区域市场输出产品；在保障 业绩的基础上储备技术、产品、渠道，以支撑公司的后续发展。 ...

Group 1: Market Trends and Strategies - The company anticipates that overseas adoption of liquid cooling will accelerate, particularly in Europe and the U.S., with AI servers expected to enter the liquid cooling era by next year [1] - The company is focusing on expanding its overseas market presence, with orders already in Southeast Asia and plans to penetrate the Far East Asia-Pacific market [2] - The company has confirmed overseas order revenue of CNY 47.72 million for 2024, covering regions such as Malaysia, Singapore, Thailand, Vietnam, the Philippines, and Oman [3] Group 2: Product Development and Technology - The company offers a comprehensive liquid cooling solution, including various systems such as fluorinated and water-cooled plates, and has successfully deployed these solutions in the Middle East [4] - The company is developing products based on NVIDIA's NV72 architecture, leveraging its existing technology base for domestic market needs [2] - The liquid cooling solutions include features like rapid deployment and integration capabilities, ensuring a seamless transition from construction to operation [4] Group 3: Strategic Partnerships and Clientele - Key strategic clients include Alibaba, ByteDance, Huawei, Qinhuai, Baidu, and Tencent, with the company maintaining a healthy order situation and normal operational activities [5] - The company aims to enhance its ability to provide comprehensive solutions throughout the entire lifecycle of digital infrastructure, responding quickly to client needs [5]

Group 1: Liquid Cooling Solutions - The company offers a comprehensive liquid cooling solution that includes intelligent engineering, key equipment, IoT software, and smart services, addressing the demand for liquid cooling deployment [1] - Key products include fluorine system cold plate systems, water-cooled cold plate systems, and liquid cooling containers, which have been successfully deployed in the Middle East [1] - The company emphasizes the importance of liquid cooling technology applications and market opportunities, aiming to convert orders quickly [1] Group 2: Overseas Expansion - In 2023, the company began its overseas expansion, initially following the lead of major players like Alibaba and ByteDance, and later shifting to a more proactive approach [2] - The company confirmed overseas order revenue of 47.72 million yuan in 2024, with established subsidiaries in Malaysia and coverage in Southeast Asia and the Middle East [2] - The strategy includes setting up local subsidiaries to meet the demands of expanding overseas markets [2] Group 3: Financial Performance and Strategy - The company has focused on the information data sector, resulting in a revenue increase of 42.84% to 1.145 billion yuan in 2024 and 26.44% to 318 million yuan in Q1 2025 [3] - The company ranks third in the Chinese data center air conditioning market as of 2024, reflecting the effectiveness of its focused strategy [3] - The management emphasizes a flat decision-making structure to quickly respond to key customer needs [4] Group 4: Key Clients and Future Goals - Major strategic clients include Alibaba, ByteDance, Huawei, and Tencent, with ongoing positive order conditions [5] - The company aims to enhance its professional capabilities and expand its strategic customer base and overseas markets in 2025 [5] - Key operational goals for 2025 include promoting refinancing projects, advancing R&D, and optimizing performance management systems [5]

证券代码：300249 证券简称：依米康 公告编号：2025-057 三、股东股份累计质押基本情况 1、股东股份累计质押基本情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： 1 一、本次解除质押的基本情况 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除质押 数量（股） 占其所 持股份 比例 占公司 总股本 比例 起始日 解除日期 质权人 孙屹峥 是 2,000,000 4.30% 0.45% 2023-7-25 2025-8-7 融资担保 公司 二、本次股东股份质押的基本情况 依米康科技集团股份有限公司 关于控股股东部分股份解除质押及质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 依米康科技集团股份有限公司（以下简称"公司"）于近日收到公司控股股东、 实际控制人孙屹峥先生通知，获悉孙屹峥先生将其持有的质押给成都中小企业融 资担保有限责任公司（以下简称"融资担保公司"）的 2,000,000 股股份办理了解 除质押手续，并将其持有的 5,000,000 股股份质押给建德市新安小额贷款股份有限 公司（以下简称" ...

Group 1 - The liquid cooling server concept stocks experienced a significant surge in the afternoon trading session on August 8, with multiple companies hitting their daily price limit [1] - Huaguang New Material and Feilong Co., Ltd. both reached the daily limit up, indicating strong investor interest [1] - Other companies such as Yingweike, Qiangrui Technology, and Yimikang saw their stock prices increase by over 10%, while Zhongshi Technology, Shenling Environment, Rihai Intelligent, and Chunzong Technology rose by more than 5% [1]

Group 1 - Huaguang New Materials and Feilong Co., Ltd. both hit the daily limit up in the afternoon trading session [1] - In previous trading, Yingweike also reached the daily limit up, while Qiangrui Technology and Yimikang surged over 10% [1] - Other companies such as Zhongshi Technology, Shenling Environment, Rihai Intelligent, and Chunz中 Technology saw increases of over 5% [1]