Sou Hu Cai Jing·2025-08-05 00:36Group 1: Market Overview - The liquid cooling server market in China is projected to reach $3.39 billion by 2025, representing a growth of 42.6% compared to 2024 [1] - From 2025 to 2029, the market is expected to have a compound annual growth rate (CAGR) of approximately 48%, with an estimated market size of around $16.2 billion by 2028 [1] Group 2: Technological Advancements - The integration of liquid cooling technology with AI and cloud computing is accelerating, providing extensive expansion opportunities in high-performance and edge computing applications [3] - Innovations such as phase change cooling plates are enhancing market growth potential, while the demand for green transformation in data centers is increasing [3] - Liquid cooling systems can significantly reduce the Power Usage Effectiveness (PUE) value, with cold plate liquid cooling achieving a PUE of 1.1 to 1.2, and immersion cooling potentially below 1.05 [3] Group 3: Company Performance - Shenzhen Feirongda Technology Co., Ltd. expects a net profit of between 155 million to 170 million yuan in the first half of 2025, a year-on-year increase of 103.95% to 123.69% [4] - Shanghai Jialeng Songzhi Automotive Air Conditioning Co., Ltd. anticipates a net profit of 140 million to 170 million yuan in the first half of 2025, reflecting a growth of 53.58% to 86.49% [4] - Zhongshi Technology expects a net profit of 116 million to 129 million yuan in the first half of 2025, with a year-on-year increase of 85.01% to 105.75% [4]