Core Viewpoint - The A-share liquid cooling concept stocks have surged, with 22 companies experiencing price increases of over 10%, driven by the growing demand for efficient cooling solutions in data centers [2][3]. Group 1: Market Performance - On August 18, 22 companies in the A-share liquid cooling sector saw stock price increases of over 10%, with notable performers including Shuguang Shuchuang, which hit a 30% limit up, and several others reaching 20% limit up [2]. - Shuguang Shuchuang's stock price increased by 99.09% to 29.99%, while other companies like Fangsheng Co. and Gaolan Co. also saw significant gains of 22.07% and 20.02%, respectively [3]. Group 2: Industry Background - The liquid cooling technology is gaining traction as a solution to the increasing heat management challenges faced by data centers due to the explosive growth in data volume and computing demands [5]. - Liquid cooling offers advantages such as low energy consumption, high heat dissipation, low noise, and low total cost of ownership (TCO), positioning it as a "green revolution" solution for data center cooling [5]. Group 3: Market Projections - According to Dongfang Securities, the global liquid cooling market for data centers is expected to reach approximately 68.8 billion yuan by 2026, with the domestic market projected at around 17.9 billion yuan [7]. - Zheshang Securities forecasts that the liquid cooling market will grow to 35.4 billion yuan in 2025, 71.6 billion yuan in 2026, and 108.2 billion yuan in 2027, driven by the intelligent upgrade of computing infrastructure [7]. Group 4: Industry Chain Insights - The liquid cooling industry chain consists of upstream components like cooling towers and pumps, midstream participants including third-party solution providers, and downstream users such as server end-users [7]. - Key components in the liquid cooling system, such as CDU, Manifold, UQD, and liquid cooling plates, account for over 90% of the system's value [9]. Group 5: Company Developments - Shuguang Shuchuang, formerly part of the Zhongke Shuguang Group, specializes in data center infrastructure products and services, focusing on liquid cooling technologies [4]. - Companies like Fangsheng Co. and Gaolan Co. are actively developing and delivering liquid cooling solutions, with Fangsheng noting that its liquid cooling plate products are already being applied in data centers [11]. - Runhe Materials is advancing its research and production of cooling liquids, while Shenglan Co. is in the trial production phase of its liquid cooling plate products [13][14].
液冷需求爆发！这家公司“30cm”涨停