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Core Insights - The introduction of NVIDIA's GB200 chip, with a power consumption of up to 1200W, has significantly advanced liquid cooling technology, making it indispensable in data centers [1] - Liquid cooling technology can reduce data center energy consumption by up to 40%, and its cost advantage is becoming more apparent, with the price difference between liquid and air-cooled servers expected to narrow from 40% in 2023 to under 15% by 2025 [1] - The liquid cooling server sector has seen a substantial increase, with an overall rise of over 50% since April 2025, indicating strong market enthusiasm [1] Company Performance - The number of liquid cooling stocks priced over 20 yuan has reached 66, with 46 companies exceeding 30 yuan, highlighting a trend towards higher valuations in the sector [3] - Among lower-priced stocks, Kangsong Co. has gained attention with a current price of 4.83 yuan and a projected net profit increase of 135% in the first half of 2025, attracting significant foreign investment [3][6] - Jitai Co., priced at 6.95 yuan, has also seen foreign institutional investment, with new orders for liquid cooling materials reaching 120 million yuan in Q2 2025, resulting in a gross margin of 35% [6] - Yingwei Co., with a stock price of 9.52 yuan, has experienced a resurgence due to new investments, and its liquid cooling cabinet deliveries have surged by 200% year-on-year in the first half of 2025 [6] Market Trends - Companies like Feirongda and Dayuan Pump Industry have reported impressive growth, with Feirongda's liquid cooling orders increasing by 300% and net profit rising by 114% in the first half of 2025 [7] - Dayuan Pump Industry's liquid cooling pumps have received NVIDIA certification, doubling their value from 1500 yuan to 3000 yuan, contributing to a 135% increase in net profit [7] - The leading company in cooling liquids, Juhua Co., anticipates a shipment of 5000 tons of electronic fluorinated liquids in 2025, with a gross margin exceeding 50% [7]