Workflow
中科曙光股价小幅回落 液冷技术适配高密度算力需求
SugonSugon(SH:603019) Jin Rong Jie·2025-08-08 18:58

Core Viewpoint - Zhongke Shuguang's stock price closed at 68.08 yuan on August 8, 2025, down 0.76% from the previous trading day, with a trading volume of 1.209 billion yuan and a turnover rate of 1.21% [1] Group 1: Company Overview - Zhongke Shuguang specializes in the research, development, production, and sales of high-performance computers, general servers, and storage products [1] - The company's products are widely used in government, energy, internet, education, and transportation sectors [1] - In the liquid cooling technology sector, Zhongke Shuguang holds a 60% market share with a PUE value as low as 1.04, suitable for high-density computing needs [1] Group 2: Market Developments - OpenAI recently launched its next-generation AI model, GPT-5, which is expected to drive demand for reasoning-end computing power [1] - As a representative enterprise in the computing infrastructure sector, Zhongke Shuguang is anticipated to benefit from the development of new AI applications [1] Group 3: Capital Flow - On August 8, 2025, Zhongke Shuguang experienced a net outflow of 139 million yuan in principal funds, with a cumulative net outflow of 511 million yuan over the past five days [2]