液冷题材备受关注，飞龙股份、英维克、奕东电子、江南新材、大元泵业领涨，题材相关企业整理

Core Viewpoint - The demand for AI computing power is driving the need for efficient cooling solutions, with liquid cooling emerging as a market focus, leading to significant stock price increases for related companies. Group 1: Companies Leading in Liquid Cooling Solutions - Feilong Co., Ltd. (飞龙股份) has launched mass production of liquid cooling products for data centers, including electronic water pumps and temperature control valves for server applications, with a stock price increase of 10.01% to 27.59 yuan [1] - Invech (英维克) is developing cold plates and immersion liquid cooling technology, offering liquid cooling cabinets and comprehensive solutions for computing equipment and data centers, with a stock price rise of 10.00% to 92.95 yuan [1] - Yidong Electronics (奕东电子) acquired Shenzhen Guanding, a leading supplier of AI liquid cooling solutions, supplying products to major companies like Nvidia, Meta, and Google, with a stock price surge of 20.01% to 52.78 yuan [1] - Jiangnan New Materials (江南新材) has high-precision copper-based heat sink products applied in server liquid cooling, with a stock price increase of 10.00% to 75.33 yuan [1] - Dayuan Pump Industry (大元泵业) provides liquid cooling pumps and temperature control solutions, with business expected to double year-on-year by Q1 2025, and a stock price rise of 10.00% to 41.80 yuan [1] Group 2: Emerging Players in Liquid Cooling Market - Guanghua New Materials (华光新材) has begun mass supply of welding materials for liquid cooling servers, anticipating significant revenue in 2025, with a stock price increase of 18.34% to 55.30 yuan [2] - Tongfei Co., Ltd. (同飞股份) has launched plate-type and immersion liquid cooling products for data centers, planning to continue advancing its liquid cooling business, with a stock price rise of 14.46% to 81.36 yuan [2] - Zhongshi Technology (中石科技) is establishing a production line for liquid cooling modules, providing comprehensive solutions for multiple server companies, with a stock price increase of 11.51% to 46.80 yuan [2] - Dingtong Technology (鼎通科技) expects small batch shipments of liquid cooling radiators by Q2 2025, serving clients like Amphenol and Molex, with a stock price rise of 11.49% to 100.50 yuan [2] - Kexin Innovation Source (科创新源) has validated its liquid cooling modules for data centers, supplying condensers and evaporators, with a stock price increase of 11.02% to 53.18 yuan [2] - Siquan New Materials (思泉新材) is advancing product integration with major clients, having established a liquid cooling production line, with a stock price rise of 8.90% to 199.99 yuan [2] - Chuanhuan Technology (川环科技) has received UL certification for its liquid cooling server pipelines, entering the supply chain of major companies like Invech, with a stock price increase of 8.66% to 35.76 yuan [2] Group 3: Additional Notable Companies - Feirongda (飞荣达) has leading advantages in liquid cooling modules and has gained recognition from major industry clients, with a stock price increase of 8.36% to 29.55 yuan [3]