Group 1 - The liquid cooling server concept continues to show strong performance in the market, with Southern Pump Industry rising over 10% [1] - Strongrui Technology and Chunzong Technology both reached historical highs [1] - Other companies such as Runhe Materials, Feilong Co., Dayuan Pump Industry, and Ice Wheel Environment also experienced gains [1]

格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激A股市场苹果概念股集体走强。其中，卓兆点胶 涨超17%，朝阳科技10CM涨停，工业富联涨超7%，蓝思科技、海能实业、蓝特光学、东睦股份、强瑞 技术涨超6%，立讯精密、安利股份、恒铭达涨超5%，大族激光、鹏鼎控股、歌尔股份涨超4%。 消息 面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划将加 速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹果 CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙伴 包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 ...

Core Insights - The rapid growth in AI computing power is driving the demand for advanced cooling solutions, with liquid cooling becoming a necessary standard due to the limitations of traditional air cooling systems [1][14] - The period from 2025 to 2027 is identified as a critical window for technology penetration and performance realization in the liquid cooling market [1][14] Group 1: Cooling Demand and Technology Trends - The demand for cooling solutions is increasing due to the exponential growth in computing power driven by AI technologies, leading to significant rises in chip thermal design power [2][11] - Traditional air cooling is inadequate for high-power density data centers, with liquid cooling expected to see increased penetration as a result of its superior thermal management capabilities [5][12] - The cooling methods for data centers vary based on power density, with air cooling suitable for low-density centers and liquid cooling becoming essential for high-density environments [6] Group 2: Market Growth and Projections - The global data center capacity using liquid cooling is projected to increase significantly, with net additions expected to reach 2.82 GW by 2025 and 9.10 GW by 2028, reflecting a compound annual growth rate (CAGR) of 47.78% [11] - The liquid cooling market in China is forecasted to grow from 149.8 billion yuan to 347.4 billion yuan between 2025 and 2027, with an overall CAGR of 52.3% [12][14] - The market for newly constructed liquid cooling systems is expected to grow from 11.69 billion yuan in 2025 to 30.51 billion yuan by 2027, with a CAGR of 61.6% [12] Group 3: Industry Ecosystem - The liquid cooling industry ecosystem includes upstream component suppliers, midstream IT equipment manufacturers, and downstream users such as telecom operators and third-party IDC service providers [8] - Key components in the liquid cooling supply chain include quick disconnects, cooling distribution units, and various cooling liquids and systems [8] Group 4: Investment Opportunities - Companies such as Inspur (曙光数创), High Cloud (高澜股份), and others are positioned to benefit from the growth in the liquid cooling market, driven by the increasing demand for efficient cooling solutions in data centers [14]

Core Insights - The report emphasizes the continuous optimization of the supply-demand structure in the new energy vehicle (NEV) industry, supported by favorable policies and strong demand resilience. In June, NEV production and sales reached 1.268 million and 1.329 million units, respectively, marking year-on-year growth of 26.4% and 26.7% [3][69] - The report maintains a "recommended" rating for the NEV industry, highlighting potential investment opportunities in solid-state batteries, liquid cooling technologies, and robotics [4][70] Market Performance - The NEV index, lithium battery index, fuel cell index, charging pile index, and energy storage index experienced weekly declines of -2.91%, -2.40%, -2.11%, -0.22%, and -1.39%, respectively [5][22] - Notable performers in the lithium battery sector included companies like Zhongyi Technology and Kecuan Technology, which saw increases of 17.3% and 9.4%, while companies like Ganfeng Lithium and Tianqi Lithium faced declines of 8.2% and 8.7% [5][26] Price Trends in Lithium Battery Supply Chain - Lithium carbonate prices decreased to 71,300 CNY/ton, down 2.2% from the previous week, while lithium hydroxide prices increased by 4% to 65,700 CNY/ton. Cobalt prices rose by 11.3% to 276,000 CNY/ton [5][33] - The report indicates that the overall price structure in the supply chain is at a low point, with prices likely to rise in the future due to strong demand and ongoing adjustments in the industry [3][70] Production and Sales Data - In the first half of 2025, NEV production and sales reached 6.968 million and 6.937 million units, respectively, reflecting year-on-year growth of 41.4% and 40.3% [3][48] - Major NEV manufacturers reported their July sales figures, with BYD selling 344,000 units, Li Auto delivering 30,731 units, and NIO delivering 21,017 units, indicating varied performance across brands [49][60] Industry Dynamics - The report notes that several new energy vehicle manufacturers, including Li Auto and Xiaopeng, have reported significant sales growth, with Xiaopeng achieving a 229% year-on-year increase in July [60][62] - The report also highlights the introduction of new technologies, such as the "Star" super range extender by Zhiji Auto, which aims to enhance the electric vehicle experience [62][63] Key Companies and Earnings Forecast - The report identifies key companies in the NEV supply chain, including CATL, Haopeng Technology, and Zhejiang Rongtai, with positive earnings forecasts and investment ratings [7][8][70] - CATL's revenue for the first half of 2025 was reported at 178.886 billion CNY, with a net profit of 30.485 billion CNY, reflecting a year-on-year growth of 33.33% [66][70]

1、本次权益变动属于控股股东深圳市强瑞投资控股有限公司（以下简称"强 瑞控股"）及泰安市强瑞创业投资合伙企业（有限合伙）（以下简称"强瑞投 资"）减持公司股份，不触及要约收购，不会导致公司控股股东及实际控制人 发生变化。 2、本次权益变动后，公司控股股东强瑞控股及其一致行动人持有公司股份 总数从 57,530,643股减少至 56,892,683股，持股比例由55.62%减少至55.00%， 触及 5%的整数倍。 3、本次权益变动不会导致公司控股股东、实际控制人发生变化，不会影响 公司的治理结构和持续经营。 深圳市强瑞精密技术股份有限公司（以下简称"公司"）于 2025 年 6 月 27 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于控股股东及其一致行 动人减持股份的预披露公告》（公告编号：2025-057），公司控股股东强瑞控股 及其一致行动人强瑞投资以集中竞价方式及大宗交易方式合计减持本公司股份 不超过 3,102,825 股（占本公司总股本比例 3.00%）。 证券代码：301128 证券简称：强瑞技术 公告编号：2025-060 深圳市强瑞精密技术股份有限公司 关于控股 ...

股份变动性质：股份减少 签署时间：二〇二五年八月一日 1 深圳市强瑞精密技术股份有限公司 简式权益变动报告书 上市公司名称：深圳市强瑞精密技术股份有限公司 股票代码：301128 信息披露义务人一：深圳市强瑞投资控股有限公司 住所：深圳市龙华区观湖街道樟坑径社区五和大道 308 号 C 栋厂房 401 通讯地址：深圳市龙华区观湖街道樟坑径社区五和大道 308 号 C 栋厂房 4 楼 信息披露义务人二：尹高斌 通讯地址：深圳市龙华区观湖街道樟坑径社区安澜路 308 号 C 栋厂房 4 楼 信息披露义务人三：刘刚 通讯地址：深圳市龙华区观湖街道樟坑径社区安澜路 308 号 C 栋厂房 4 楼 信息披露义务人四：泰安市强瑞创业投资合伙企业（有限合伙） 住所：山东省泰安市宁阳县文庙街道南关村金阳商贸城物业楼 203 号 通讯地址：深圳市龙华区观湖街道樟坑径社区安澜路 308 号 C 栋厂房 4 楼 股票上市地点：深圳证券交易所 股票简称：强瑞技术 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"证券法"）、 《上市公司收购管理办法》（以下简称"收购办法"）、《公开发行证券的公司信 息披露 ...

Group 1 - The report highlights the resilience of the overseas economy, tariff developments, and expectations for a rate cut in September, with a focus on technology growth and opportunities for clearing internal competition in the domestic market [4][14][18] - The A-share market is expected to challenge last year's highs, with a strong focus on technology growth and sectors that can benefit from the reduction of internal competition, such as steel, coal, cement, glass, photovoltaic, new energy vehicles, and live pigs [21][4] - The report recommends a diversified portfolio of stocks, including companies in electronics, new energy, power equipment, non-ferrous metals, chemicals, and pharmaceuticals, with specific companies highlighted as top picks [5][12][22] Group 2 - The electronics sector is represented by companies like Zhongji Xuchuang, which is expected to see significant profit growth due to increased demand for high-speed optical modules driven by AI infrastructure [22][23] - The semiconductor industry is recovering, with Tongfu Microelectronics reporting a notable increase in revenue and profit, driven by the resurgence in the consumer electronics market [31][33] - The new energy sector, represented by Qiangrui Technology, is experiencing rapid growth in smart automotive and AI server equipment, indicating strong future growth potential [37][39] Group 3 - The power equipment sector, represented by Xinshi Da, is focusing on industrial automation and robotics, with a strong market position in elevator control systems and a growing presence in the robotics industry [43][44] - The non-ferrous metals sector, represented by Xingye Yinxin, is benefiting from rising prices of silver and tin, with significant production increases and strategic acquisitions to enhance future growth [49][51][54]

金融界消息 截至2025年7月31日收盘，强瑞技术（301128）报收于57.3元，上涨1.85%，换手率8.25%， 成交量8.53万手，成交金额4.95亿元。 通过天眼查大数据分析，深圳市强瑞精密技术股份有限公司共对外投资了13家企业，参与招投标项目5 次，知识产权方面有商标信息13条，专利信息264条，此外企业还拥有行政许可21个。 来源：金融界 资金流向方面，今日主力资金净流入3779.29万元，占比成交额7.64%。其中，超大单净流入1750.21万 元、占成交额3.54%，大单净流入2029.08万元、占成交额4.1%，中单净流出流入1121.17万元、占成交 额2.27%，小单净流出4900.46万元、占成交额9.9%。 强瑞技术最新一期业绩显示，截至2025一季报，公司营业总收入3.17亿元、同比增长111.27%，归属净 利润1196.11万元，同比增长184.28%，扣非净利润1003.27万元，同比增长557.97%，流动比率1.816、速 动比率1.319、资产负债率48.07%。 天眼查商业履历信息显示，深圳市强瑞精密技术股份有限公司，成立于2005年，位于深圳市，是一家以 从事其他 ...

Group 1 - The company, Strong Rui Technology, reported that as of July 18, 2025, the total number of shareholders is 12,852 [2]

Core Viewpoint - The company is actively expanding its humanoid robot-related business, with some initial orders shipped, but the expansion remains highly uncertain [1] Company Summary - The company, Strongway Technology (301128), is currently focusing on the development of humanoid robots [1] - There have been a few orders shipped, indicating initial market interest [1] - The company acknowledges that the expansion of this business line carries significant uncertainty [1]