格隆汇9月15日丨高澜股份(300499.SZ)在互动平台表示，公司目前可提供多种数据中心液冷解决方案， 具备从散热架构设计、设备集成到系统调试与运维的一站式综合解决方案能力。公司将持续加大投入， 积极把握市场机遇，努力推动液冷业务增长。 ...

9月15日，高澜股份盘中上涨2.03%，截至14:24，报30.14元/股，成交9.14亿元，换手率11.47%，总市值 92.00亿元。 资金流向方面，主力资金净流出7776.47万元，特大单买入3441.60万元，占比3.77%，卖出6584.67万 元，占比7.20%；大单买入1.80亿元，占比19.74%，卖出2.27亿元，占比24.81%。 高澜股份今年以来股价涨49.50%，近5个交易日涨5.61%，近20日跌2.59%，近60日涨79.94%。 今年以来高澜股份已经2次登上龙虎榜，最近一次登上龙虎榜为8月19日，当日龙虎榜净买入9810.67万 元；买入总计6.09亿元 ，占总成交额比13.95%；卖出总计5.11亿元 ，占总成交额比11.70%。 责任编辑：小浪快报 高澜股份所属申万行业为：机械设备-专用设备-其他专用设备。所属概念板块包括：汽车热管理、核聚 变、专精特新、特高压、小盘等。 截至6月30日，高澜股份股东户数3.70万，较上期增加10.25%；人均流通股7343股，较上期减少9.30%。 2025年1月-6月，高澜股份实现营业收入4.18亿元，同比增长47.81%；归母净利润22 ...

高澜股份（300499.SZ）9月11日在投资者互动平台表示，关于公司订单情况请关注公司公告。公司目前 可提供以冷板式和浸没式为主的多种数据中心液冷解决方案，具备从散热架构设计、设备集成到系统调 试与运维的一站式综合解决方案的能力，可将PUE值控制在1.1以内。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：烦请您介绍两个问题，第一公司中东液冷和中移动液 冷项目目前进展情况，第二公司在冷板式液冷和浸没式液冷方面的技术发展情况。 ...

证券日报网讯高澜股份（300499）9月10日在互动平台回答投资者提问时表示，公司最新披露的截至 2025年6月30日的股东人数为36957户。 ...

Group 1 - The core viewpoint of the article is that the company, Gaolan Co., is actively focusing on and expanding its overseas business while maintaining steady domestic operations [1] - Gaolan's products are currently operating stably in over 30 countries and regions across six continents [1] - The company plans to further increase its efforts in exploring new opportunities in the global market and expanding its overseas market share [1]

Company Overview - Guangzhou Highlan Energy Technology Co., Ltd. was established on June 29, 2001, and listed on February 2, 2016. The company specializes in the research, design, production, and sales of pure water cooling equipment and control systems for high-power power electronic devices [2] - The main business revenue composition includes: 53.54% from high-power electronic thermal management products, 32.78% from high-power density device thermal management products, 10.52% from engineering operation and maintenance services, and 3.15% from other sources [2] - The company belongs to the machinery equipment industry, specifically in specialized equipment, and is involved in sectors such as automotive thermal management, specialized and innovative enterprises, nuclear fusion, liquid cooling concepts, and ultra-high voltage [2] Financial Performance - For the first half of 2025, the company achieved operating revenue of 418 million yuan, representing a year-on-year growth of 47.81%. The net profit attributable to the parent company was 22.93 million yuan, showing a significant year-on-year increase of 1438.57% [2] - Since its A-share listing, the company has distributed a total of 92.28 million yuan in dividends, with 36.63 million yuan distributed over the past three years [3] Stock Performance - As of September 9, the company's stock price increased by 2.10%, reaching 29.14 yuan per share, with a total market capitalization of 8.895 billion yuan [1] - Year-to-date, the stock price has risen by 44.54%, with a 0.62% increase over the last five trading days, 27.64% over the last 20 days, and 71.71% over the last 60 days [1] - The company has appeared on the trading leaderboard twice this year, with the most recent appearance on August 19, where it recorded a net purchase of 98.11 million yuan [1] Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 10.25% to 37,000, with an average of 7,343 circulating shares per person, a decrease of 9.30% [2] - The largest circulating shareholder is GF Multi-Factor Mixed Fund, holding 11.80 million shares, while new shareholders include Noan Hexin Mixed A and Fortune New Vitality Flexible Allocation Mixed A [3]

Core Insights - The recent financial reports from major internet companies have highlighted the lucrative potential of the liquid cooling sector, attracting increasing institutional investment [1][2] - Fund managers have identified liquid cooling as a high-performance investment avenue, with several stocks in this sector outperforming others in the market [2][3] Investment Opportunities - Liquid cooling technology is gaining traction due to its critical role in AI infrastructure, with significant capital expenditure increases reported by major companies like Alibaba and Tencent [2][3] - The capital expenditure of Alibaba reached 38.68 billion yuan, up 219.8% year-on-year, while Tencent's capital expenditure grew by 119% to 19.107 billion yuan [3] - Major North American tech companies collectively reported capital expenditures of $87.4 billion, a 69% increase year-on-year, indicating strong industry demand [3] Technological Advancements - The shift from traditional air cooling to liquid cooling is driven by the increasing power density of chips, necessitating more efficient cooling solutions [4][5] - Liquid cooling is becoming a technical necessity as AI-generated content drives rapid increases in power density, surpassing traditional cooling limits [4][6] - The industry is expected to see a significant increase in liquid cooling penetration, projected to reach 30%-50% in AI servers by 2026 [9][10] Market Trends - The liquid cooling sector is anticipated to experience a sustained market trend similar to that of optical modules and PCBs, with potential for price and volume increases [7][8] - Fund managers believe that the liquid cooling market is transitioning from speculative trading to being driven by fundamental changes in the industry [8][10] - The demand for liquid cooling solutions is expected to grow significantly, with the market for NVIDIA GPUs and ASIC chips projected to reach approximately 100 billion yuan by 2026 [9][10] Stock Selection Criteria - Fund managers emphasize the importance of selecting companies with established overseas client relationships, particularly those in the NVIDIA supply chain, as they tend to have higher profit margins [9][11] - Companies that can demonstrate technical capabilities and have a strong position in the supply chain are viewed as having significant growth potential [10][11] - The ability to secure large clients, especially in the overseas AI sector, is considered a critical factor in stock selection within the liquid cooling space [10][11]

Industry Overview - The industrial temperature control equipment is crucial for precise temperature regulation in various production processes, enhancing the stability, reliability, and lifespan of industrial devices [1][3] - The market size of China's industrial temperature control equipment industry is projected to reach approximately 80 billion yuan in 2024, with a year-on-year growth of 12.83% [1][8] - The demand for high-precision temperature control equipment is surging due to the upgrading of intelligent manufacturing and the release of new industry needs, particularly in sectors like renewable energy, semiconductors, and data centers [1][8] Market Scale - The global industrial temperature control equipment market is expected to reach USD 19.658 billion in 2024, reflecting a year-on-year growth of 7.72% [6][8] - The data center market in China is projected to reach 277.3 billion yuan in 2024, with a year-on-year increase of 15.21%, driving the demand for temperature control equipment [5][8] Industry Chain - The upstream of the industrial temperature control equipment industry includes raw materials such as metals, plastics, and refrigerants, as well as mechanical components like compressors and heat exchangers [3] - The downstream applications encompass data centers, semiconductor manufacturing, energy storage systems, medical devices, and new energy vehicles [3] Key Companies - Invek Technology Co., Ltd. focuses on precision temperature control energy-saving equipment, serving major internet companies and participating in the supply chain of NVIDIA [10] - Tongfei Refrigeration Co., Ltd. specializes in industrial refrigeration equipment and has seen significant revenue growth, with a 109.02% increase in revenue year-on-year for Q1 2025 [10] Development Trends - Liquid cooling technology is emerging as a core growth point, with companies like Invek achieving significant energy savings through advanced cooling solutions [11] - The demand for high-precision temperature control equipment is expected to grow in new application areas such as electric vehicles and energy storage, driven by the rapid development of intelligent manufacturing [12] - The industry's transition towards low-carbon solutions is being accelerated by carbon neutrality goals, with companies adopting green technologies and participating in standard-setting initiatives [14]

（文章来源：证券日报） 证券日报网讯高澜股份9月4日在互动平台回答投资者提问时表示，关于公司的客户情况请关注公司定期 报告及相关公告。 ...

Group 1 - The company, GaoLan Co., has established a wholly-owned subsidiary in the United States to meet the order demand for computing power in North America [2] - This move is aimed at building an overseas operational platform for the company, facilitating the expansion into the North American and global markets [2] - The establishment of the subsidiary will enhance the company's service response efficiency and support capabilities for overseas projects [2]