Industry Insights - Major lithium battery separator companies have reached consensus on price self-discipline, scientific capacity release, and suspension of expansion to combat industry "involution" [2] - The liquid cooling server market is experiencing rapid growth, driven by advancements in NVIDIA GPUs and self-developed ASIC chips from cloud vendors, with market sizes projected to reach approximately 354 billion, 716 billion, and 1,082 billion by 2025, 2026, and 2027 respectively [12] Company Updates - Kweichow Moutai reported a total revenue of 91.094 billion, with a year-on-year growth of 9.16%, marking the first time in a decade that its revenue growth rate for the first half of the year has fallen to single digits [4] - Kweichow Moutai's net profit reached 45.403 billion, reflecting a year-on-year increase of 8.89% [4] - Zhenray Technology achieved a net profit of 62.3197 million, with a remarkable year-on-year growth of 1,006.99% [14]
A股盘前播报 | 多部门发文!两大贴息政策同步落地;锂电池行业掀反内卷浪潮