Group 1 - The automotive thermal management sector experienced significant gains on September 17, with notable increases in stock prices [1] - Zhongshi Technology saw a rise of 16.88%, while Kailong High-Tech increased by 15.54% [1] - New Coordinates rose by 10.0%, and other companies like Yinlun Co., Feirongda, and Sanhua Intelligent Control all saw increases exceeding 5% [1]

（文章来源：每日经济新闻） 每经AI快讯，9月17日，中石科技涨3.99%，报40.66元/股，股价再创新高，总市值突破121.78亿元，成 交额达5553.97万元。 ...

Core Viewpoint - The company is actively expanding its cooling solutions and core materials in the data center sector, aiming to establish new growth trajectories and attract new top-tier clients, including potential customers in North America [2] Group 1: Business Development - The company is focusing on the application of cooling solutions and core materials in computing equipment [2] - The market application of the company's VC module products in high-speed optical modules is accelerating [2] - The company is supplying core components and TIM materials in bulk to server manufacturers [2] Group 2: Product Innovation - The company is actively promoting the introduction of liquid cooling modules, product certification, and mass production supply [2] - Investors are encouraged to monitor the company's regular reports and announcements on the Shenzhen Stock Exchange for updates on client and product developments [2]

Group 1 - The company, Zhongshi Technology, confirmed that its flexible graphite products can be applied in foldable smartphones [2] - The company has developed a globally patented foldable flexible graphite heat dissipation component, indicating a strong innovation capability [2] - Flexible graphite has higher value and demands more advanced R&D and production processes compared to conventional graphite, showcasing the company's technological leadership in this field [2]

Core Viewpoint - The company has established a leading position in the thermal management materials sector, leveraging over 20 years of experience and continuous investment in niche areas [2] Group 1: Technology Layout in Consumer Electronics - The company provides comprehensive solutions in thermal management, including high thermal conductivity graphite products, thermal interface materials, heat pipes, and thermal modules [2] - The company maintains a leading position in artificial synthetic graphite materials, with applications expanding from smartphones to tablets and laptops [2] - The company is accelerating the R&D and mass production of various high-performance liquid-absorbing core materials, establishing core technological barriers [2] Group 2: Data Center Business Layout - The company has qualified as a supplier of thermal interface materials for major North American clients and has achieved production delivery [2] - The market application of the company's VC module products in high-speed optical modules is accelerating [2] - The company is supplying core components of thermal modules and TIM materials in bulk to server manufacturers and is actively promoting the introduction, product certification, and mass production of liquid cooling thermal modules [2]

Core Viewpoint - The liquid cooling sector is gaining traction due to the increasing demand for cooling solutions in AI and high-performance computing, with significant growth expected in the market over the next few years [6][7][9]. Group 1: Market Trends - The global AI liquid cooling market is projected to reach $8.6 billion by 2026, indicating rapid market growth [7]. - In China, the liquid cooling market for intelligent computing centers is expected to reach 18.4 billion yuan in 2024, a 66.1% increase from 2023, and could grow to approximately 130 billion yuan by 2029 [7]. Group 2: Company Performance - Silver Wheel Co. (银轮股份) has the highest institutional ratings at 29, with a stock price increase of over 114% this year. The company is expected to see net profit growth of 35.29% in 2025 and 26.16% in 2026 [9]. - Other companies like Inspur Information (浪潮信息) and Invech (英维克) are also projected to have net profit growth rates exceeding 20% in the coming years [9]. Group 3: Technological Developments - NVIDIA is pushing suppliers to develop microchannel liquid cooling plates (MLCP) to address the rising heat from AI GPU chips, with prices 3 to 5 times higher than traditional cooling solutions [6]. - Liquid cooling is becoming the mainstream solution due to its efficiency and ability to handle the increasing power density of chips, as traditional air cooling methods are no longer sufficient [6][7]. Group 4: Company Initiatives - New Zobang (新宙邦) is actively participating in setting standards for liquid cooling and has developed mature products for various data center applications [8]. - High Lan Co. (高澜股份) offers a range of liquid cooling solutions and aims to maintain a Power Usage Effectiveness (PUE) of below 1.1 [8].

证券之星消息，9月16日电子化学品板块较上一交易日上涨0.59%，中石科技领涨。当日上证指数报收于 3861.87，上涨0.04%。深证成指报收于13063.97，上涨0.45%。电子化学品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) | | --- | --- | --- | --- | --- | --- | | 300684 | 中石科技 | 39.10 | 11.40% | 52.66万 | 20.40 乙 | | 688371 | 菲沃泰 | 27.20 | 5.02% | 3.13万 | 8299.84万 | | 301489 | 思泉新材 | 226.00 | 4.55% | 3.45万 | 7.71亿 | | 002584 | 西陇科学 | 8.51 | 2.41% | 17.51万 | 1.47亿 | | 688035 | 德邦科技 | 51.93 | 2.30% | 3.60万 | 1.84亿 | | 688150 | 莱特光电 | 24.98 | 1.67% | 5.22万 | 1.30亿 | | 600330 | 天通股份 | 1 ...

Core Viewpoint - The liquid cooling server concept is gaining traction, with several companies experiencing significant stock price increases due to rising demand for AI computing power and the need for efficient cooling solutions [1][3]. Group 1: Market Trends - The global demand for AI computing power is increasing, leading to a shift from traditional air cooling to liquid cooling as the mainstream solution for high-performance chip cooling [3]. - According to a report by CITIC Securities, 2025 is expected to see a significant increase in the penetration of liquid cooling in NVIDIA's AI chips, which will drive market growth [3]. - The China Academy of Information and Communications Technology estimates that the liquid cooling market for intelligent computing centers in China will reach CNY 18.4 billion in 2024, a year-on-year increase of 66.1%, and is projected to reach approximately CNY 130 billion by 2029 [3]. Group 2: Company Developments - Runhe Materials has reported that its cooling liquid products have been mass-produced and are generating sales, with plans to expand production capacity based on customer demand and strategic development [3][4]. - Shenling Environment has indicated that liquid cooling is a key strategic business for the company, with new liquid cooling production lines already in operation [4]. - However, many companies in the domestic liquid cooling industry are still in the early stages of development, with limited revenue from related businesses. For instance, Dayuan Pump Industry reported that its sales revenue from products directly used for data center liquid cooling was only CNY 1.6 million in Q1 2025, accounting for 0.43% of total revenue [4].

Group 1 - The liquid cooling server sector continues to rise, with companies such as Runhe Materials, Cambridge Technology, and Zhongshi Technology reaching new highs during trading [1] - Longpan Technology, Yinlun Co., Chunzhi Technology hit the daily limit up, indicating strong market interest and investor confidence [1] - Other companies like Dayuan Pump Industry, Keda, Jieban Technology, Gaolan Co., and Shuguang Digital Innovation also experienced gains, reflecting a broader positive trend in the industry [1]

Core Viewpoint - 中石科技's stock price has shown significant growth this year, with a year-to-date increase of 56.82% and a recent 4.79% rise over the last five trading days [1] Financial Performance - For the first half of 2025, 中石科技 reported revenue of 748 million yuan, representing a year-on-year growth of 16.12% [2] - The net profit attributable to shareholders for the same period was 121 million yuan, marking a substantial increase of 93.74% year-on-year [2] Stock Market Activity - As of September 10, 中石科技's stock price was 34.16 yuan per share, with a market capitalization of 10.231 billion yuan [1] - The stock experienced a net outflow of 18.29 million yuan in principal funds, with large orders accounting for 22.08% of purchases and 26.91% of sales [1] Shareholder Information - As of June 30, 中石科技 had 32,600 shareholders, a decrease of 6.33% from the previous period, while the average number of circulating shares per person increased by 6.76% to 6,230 shares [2] - The company has distributed a total of 896 million yuan in dividends since its A-share listing, with 447 million yuan distributed over the last three years [3] Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited was the fifth-largest circulating shareholder, holding 3.5028 million shares, an increase of 814,800 shares from the previous period [3] - 广发多元新兴股票 (003745) entered the top ten circulating shareholders, holding 1.1105 million shares, while 创金合信新能源汽车股票 A (005927) exited the list [3]