Market Overview - A-shares rebounded with humanoid robots, computing power, and new energy sectors leading the recovery [1] - Major financial sectors, including brokerage and internet finance, showed significant activity, contributing to the index's gains [1] - The Shanghai Composite Index rose by 0.47%, the Shenzhen Component Index increased by 1.19%, and the ChiNext Index climbed by 2.14% [3] Liquid Cooling Server Sector - The liquid cooling server sector experienced a substantial increase, with stocks like Chuanhuan Technology and Jintian Co. hitting the daily limit [5] - The market is witnessing a shift in perception regarding liquid cooling technology, driven by three main factors: increased power consumption, diverse cluster initiation, and accelerated deployment progress [6][7] - According to estimates, the liquid cooling market is projected to grow significantly, reaching approximately 35.4 billion yuan in 2025, 71.6 billion yuan in 2026, and 108.2 billion yuan in 2027, with a potential to exceed 100 billion yuan by 2027 [7] Solid-State Battery Sector - The solid-state battery sector saw a rise, with companies like Jiurong New Materials and Copper Crown Copper Foil experiencing significant stock increases [10] - Companies are making progress in the solid-state battery field, with Guoxuan High-Tech reporting a 90% yield rate for its solid-state battery pilot line and initiating the design of a 2GWh production line [12] - The solid-state battery production process is expected to benefit equipment manufacturers, as the transition from traditional lithium-ion battery production to solid-state technology alters the value dynamics of equipment used [12]
300059,直线拉升,半日成交182亿元