Zheng Quan Zhi Xing·2025-08-19 08:34Group 1: Market Growth and Trends - The liquid cooling server market in China is expected to reach $2.37 billion in 2024, with a year-on-year growth of 67% [1] - The compound annual growth rate (CAGR) for the liquid cooling server market in China from 2024 to 2029 is projected to be 46.8%, potentially exceeding $16.2 billion by 2029 [1] - The global liquid cooling market is anticipated to grow from $1.96 billion in 2024 to $2.84 billion in 2025, reflecting a growth rate of 44.9% [2] Group 2: Technological Advancements and Energy Efficiency - Liquid cooling technology is transitioning from an optional solution to a necessary one due to increasing performance demands and energy efficiency [3] - The PUE (Power Usage Effectiveness) can be reduced to below 1.2 with liquid cooling solutions, aligning with national goals for energy efficiency in data centers [3] Group 3: Capital Market Performance - Several liquid cooling-related stocks have seen significant price increases, with some stocks rising over 100% in the last 60 days [4] - Companies like Inveck and Feilong have reported substantial revenue growth, with Inveck achieving a revenue of $2.573 billion, a 50.25% increase year-on-year [4][5] Group 4: Company Strategies and Innovations - Inveck has launched a comprehensive liquid cooling solution covering all aspects from manufacturing to delivery, ensuring risk-free operation [6] - Feilong is expanding its production capacity to 1.2 million units annually and is actively entering overseas markets [7] - Feirong is increasing R&D investments in high-performance cooling technologies to meet customer demands [7]