1月29日，申菱环境跌3.13%，成交额5.25亿元。两融数据显示，当日申菱环境获融资买入额3690.49万 元，融资偿还6383.97万元，融资净买入-2693.48万元。截至1月29日，申菱环境融资融券余额合计5.96 亿元。 融资方面，申菱环境当日融资买入3690.49万元。当前融资余额5.95亿元，占流通市值的3.51%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，申菱环境1月29日融券偿还4800.00股，融券卖出4000.00股，按当日收盘价计算，卖出金额 25.49万元；融券余量1.14万股，融券余额72.65万元，超过近一年90%分位水平，处于高位。 资料显示，广东申菱环境系统股份有限公司位于广东省佛山市顺德区杏坛镇高新区顺业东路29号，成立 日期2000年7月3日，上市日期2021年7月7日，公司主营业务涉及围绕专用性空调为代表的空气环境调节 设备开展,集研发设计、生产制造、营销服务、工程安装、运营维护于一体,致力于为数据服务产业环 境、工业工艺产研环境、专业特种应用环境、公共建筑室内环境等应用场景提供人工环境调控整体解决 方案。主营业务收入构成为：设备82.94%，解决方案及 ...

Core Viewpoint - Efficient cooling is an effective approach to reduce the Power Usage Effectiveness (PUE) of data centers [2] Group 1: Energy Consumption and Cooling - The energy consumption of data centers is closely related to cooling, as stable electricity is required to maintain efficient chip operations, and heat generation must be effectively dissipated to prevent performance degradation [3] - PUE is a key indicator of data center operational efficiency, calculated as total energy consumption divided by IT equipment energy consumption, with a target of PUE < 1.3, ideally approaching 1.2 [3] - Cooling is often a major energy consumer in data centers, with early developments seeing PUE values exceeding 2, primarily due to cooling processes [4] Group 2: Paths to Reduce PUE - There are two main paths to reduce PUE: utilizing external cooling resources and implementing efficient internal cooling systems [5] - External cooling can be achieved through natural cooling from outdoor air in cold climates, as demonstrated by Kolos's data center in Norway, which aims to reduce energy costs by 60% due to its cold climate and hydropower resources [6] - China's Tibet Ningxuan data center is noted as the highest elevation data center globally, and there are proposals to build data centers in space to enhance cooling efficiency [7] Group 3: Internal Cooling Solutions - The current mainstream internal cooling solutions are air cooling and liquid cooling [8] - Liquid cooling is gaining traction as the next-generation mainstream solution, with its penetration rate increasing from 10% to 30% due to its superior heat dissipation capabilities [9] - The main types of liquid cooling technologies include cold plate liquid cooling, immersion cooling, and spray cooling, with companies specializing in data center cooling and traditional HVAC manufacturers involved in this space [10] Group 4: Future Trends - As AI demands continue to grow, liquid cooling is expected to replace air cooling as the primary method for reducing PUE in data centers [12]

1、随着数据中心建设持续加快，公司紧抓产业趋势，实现数据服务业务较快增长。数据服务板块增长 主要得益于公司产品契合市场需求，与头部客户深化合作以及积极拓展海外市场带来的订单增长。2、 公司着重工业领域产品开发和业务拓展，结合国家能源发展和变革趋势，巩固拓展传统电力电网、化 工、集成电路等优势业务。报告期内，工业板块表现出色，电力与能源业务实现了显著的业绩增长，主 要集中在储能温控、锂电池制造、特高压电网、抽水蓄能等细分领域。 格隆汇1月26日丨申菱环境(301018.SZ)公布，预计2025年归属于上市公司股东的净利润20,500万元～ 24,600万元，比上年同期增长77.39%～112.87%，扣除非经常性损益后的净利润20,000万元～24,000万 元，比上年同期增长77.87%～113.44%。 ...

Core Viewpoint - Several companies are projecting significant increases in net profit for 2025, with some expecting growth rates exceeding 300% compared to the previous year [1] Group 1: Companies with High Profit Growth Projections - Youyou Group anticipates a net profit increase of 357%-420% for 2025 [1] - Sanofi Health expects a net profit growth of 311% for 2025 [1] - Fujilai forecasts a net profit increase of 282.17%-296.8% for 2025 [1] - Zongyi Co. predicts a net profit growth of approximately 264.05% for 2025 [1] - Aiko Optoelectronics expects a net profit increase of 262.52%-345.2% for 2025 [1] Group 2: Companies with Moderate to High Profit Growth Projections - Pulit anticipates a net profit increase of 155.76%-194.73% for 2025 [1] - Zhongxing Junye expects a net profit growth of 134.32%-173.37% for 2025 [1] - Yixin Hall forecasts a net profit increase of 127.79%-189.12% for 2025 [1] - Bangji Technology anticipates a net profit growth of 119.43%-169.3% for 2025 [1] - Hengyu Environmental expects a net profit increase of 104.14% for 2025 [1] Group 3: Companies with Lower Profit Growth Projections - Jiaokong Technology anticipates a net profit increase of 86.44% for 2025 [1] - Boya Precision expects a net profit growth of 82.68%-128.36% for 2025 [1] - Huaxin Co. forecasts a net profit increase of 77.48% for 2025 [1] - Qingdao Danone anticipates a net profit growth of 77.47%-104.36% for 2025 [1] - Shenling Environment expects a net profit increase of 77.39%-112.87% for 2025 [1] Group 4: Companies with Further Profit Growth Projections - Keli Yuan anticipates a net profit increase of 72.76%-102.20% for 2025 [1] - Lante Optics expects a net profit growth of 70.04%-81.38% for 2025 [1] - Delijia forecasts a net profit increase of approximately 52.80% for 2025 [1] - Zhongke Electric anticipates a net profit growth of 50%-70% for 2025 [1] - Junsheng Electronics expects a net profit increase of 40.56%-1.35 billion for 2025 [1] Group 5: Companies with Lower Growth Expectations - Shanghai Yanpu anticipates a net profit increase of 35.44%-55% for 2025 [1] - Guotai Group expects a net profit growth of 30%-50% for 2025 [1] - Jiuan Medical anticipates a net profit increase of 21.05%-40.83% for 2025 [1] - AVIC Chengfei expects a net profit growth of 5.47%-11.67% for 2025 [1]

Group 1 - The company, Shenling Environment, announced an expected net profit attributable to shareholders of 205 million to 246 million yuan for 2025, representing a year-on-year growth of 77.39% to 112.87% [2]

申菱环境（301018）(301018.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润2.05亿 元至2.46亿元，同比增长77.39%至112.87%;扣除非经常性损益后的净利润2亿元至2.4亿元，同比增长 77.87%至113.44%。 ...

智通财经APP讯，申菱环境(301018.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 2.05亿元至2.46亿元，同比增长77.39%至112.87%;扣除非经常性损益后的净利润2亿元至2.4亿元，同比 增长77.87%至113.44%。 ...

Group 1 - The core viewpoint of the article is that Shenling Environment has announced its performance forecast for the year 2025, expecting a significant increase in net profit [2] - The company anticipates a net profit attributable to shareholders ranging from 205 million yuan to 246 million yuan, representing a year-on-year growth of 77.39% to 112.87% [2]

申菱环境发布2025年度业绩预告，预计归属于上市公司股东的净利润为2.05亿元至2.46亿元，比上年同 期增长77.39%至112.87%。随着数据中心建设持续加快，公司紧抓产业趋势，实现数据服务业务较快增 长。数据服务板块增长主要得益于公司产品契合市场需求，与头部客户深化合作以及积极拓展海外市场 带来的订单增长。报告期内，工业板块表现出色，电力与能源业务实现了显著的业绩增长，主要集中在 储能温控、锂电池制造、特高压电网、抽水蓄能等细分领域。 ...

申菱环境公告，预计2025年度净利润为2.05亿元至2.46亿元，同比增长77.39%～112.87%。报告期内， 公司业绩实现显著增长，主要原因为：随着数据中心建设持续加快，公司紧抓产业趋势，实现数据服务 业务较快增长。数据服务板块增长主要得益于公司产品契合市场需求，与头部客户深化合作以及积极拓 展海外市场带来的订单增长。公司着重工业领域产品开发和业务拓展，结合国家能源发展和变革趋势， 巩固拓展传统电力电网、化工、集成电路等优势业务。报告期内，工业板块表现出色，电力与能源业务 实现了显著的业绩增长，主要集中在储能温控、锂电池制造、特高压电网、抽水蓄能等细分领域。 ...