DAYUAN PUMP(SH:603757) Zheng Quan Shi Bao Wang·2025-08-14 13:17Group 1 - The core concept of the news is the significant stock price increase of Dayuan Pump Industry, attributed to its focus on liquid cooling technology, with a recent stock price of 42.85 yuan per share and a market capitalization of 7.1 billion yuan [1] - Dayuan Pump Industry has issued multiple announcements regarding stock price fluctuations, confirming that its liquid cooling business is part of its existing operations, with projected sales revenue of approximately 1.6 million yuan for data center liquid cooling products in Q1 2025, representing only 0.43% of total revenue [1] - The company has indicated that its production and operations are normal, with no significant changes in its main business or market environment, despite the recent stock price surge [1] Group 2 - Dayuan Pump Industry specializes in the research and manufacturing of pump products, focusing on civil pumps and shielded pumps, with applications in agriculture, home support, industrial chemicals, and liquid cooling [2] - The liquid cooling business achieved approximately 90 million yuan in revenue in 2024, reflecting over 80% year-on-year growth, with key clients including ZTE, Sugon, and Bitmain [2] - The global liquid cooling market is projected to grow from less than 3 billion dollars in 2024 to 21.3 billion dollars by 2030, with a compound annual growth rate exceeding 40% [2] Group 3 - The technical requirements for liquid cooling pumps are higher than those for traditional civil pumps, and the green data center sector imposes stricter standards regarding noise and safety [3] - Leading companies in the industry possess a first-mover advantage due to the increasing demand for environmentally friendly and efficient cooling solutions [3]