股东要知道东阳光依托液冷技术核心优势，延伸产业链至算力市场

Core Viewpoint - Dongyangguang plans to acquire a stake in Qinhuai Data to extend its industry chain into the computing power market, leveraging Qinhuai's advanced data center capabilities and liquid cooling technology [1][2] Group 1: Company Strategy - The acquisition will enable deep collaboration between Dongyangguang and Qinhuai Data across technology, products, demand, and regional layout [2] - Dongyangguang's liquid cooling materials will integrate with Qinhuai's operations, creating a comprehensive solution from liquid cooling materials to intelligent computing centers [2] - The partnership aims to provide customized data center services for intelligent robots, enhancing algorithm implementation and operational automation [2] Group 2: Market Trends - The liquid cooling sector has gained traction, with the liquid cooling server index rising by 55.49% year-to-date as of September 17 [2] - The demand for computing power and policy guidance are driving the growth of the liquid cooling market, with a projected compound annual growth rate of 46.8% from 2024 to 2029 in China [3] - By 2029, the Chinese liquid cooling server market is expected to exceed $16.2 billion, indicating a significant acceleration in industry penetration [3] Group 3: Industry Position - Dongyangguang is one of the few companies in China with a comprehensive strategic coverage of both cold plate and immersion liquid cooling technologies [3] - The company is actively promoting industry chain integration, developing a full-chain liquid cooling solution from system-level to server-level [4] - Dongyangguang's strategic foresight and technological strength position it as a key player in upgrading China's digital infrastructure through green IDC initiatives [4]