Ge Long Hui A P P·2025-11-13 05:31Core Viewpoint - The liquid cooling concept stocks in the A-share market have shown strong performance, driven by a report from Morgan Stanley indicating an increase in the total value of cooling components for the next-generation Vera Rubin NVL144 platform, which is expected to rise by 17% to approximately $55,710 (around 400,000 RMB) per cabinet [1] Summary by Category Stock Performance - Xinjubang (新宙邦) surged over 16%, with a year-to-date increase of 73.09% and a total market value of 47.8 billion RMB [2] - Tongfei Co., Ltd. (同飞股份) rose over 12%, with a year-to-date increase of 97.19% and a total market value of 13.7 billion RMB [2] - Xin'an Co., Ltd. (新安股份) increased by 10.04%, with a year-to-date increase of 42.89% and a total market value of 16.7 billion RMB [2] - Yingweike (英维克) reached a 10% increase, with a year-to-date increase of 138.65% and a total market value of 72 billion RMB [2] - Six other companies, including Siquan New Materials (思泉新材) and Yongtai Technology (永太科技), also reported significant gains ranging from 6% to 9% [1][2] Market Insights - The report from Morgan Stanley highlights a growing trend in the liquid cooling sector, indicating a robust demand for advanced cooling solutions in data centers [1] - The anticipated increase in cooling component value reflects the industry's shift towards more efficient thermal management technologies [1]