龙虎榜复盘丨液冷再度大涨，锂电池大幅反弹

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 43 stocks were listed, with 23 experiencing net buying and 20 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Juguang Technology (291 million), Shennan Circuit (173 million), and Hualing Cable (125 million) [1] - Shennan Circuit is recognized as a leading domestic IC substrate manufacturer and a major supplier of RF power amplifier PCBs for wireless base stations globally [1] Group 2: Liquid Cooling Technology - Yidong Electronics has developed liquid cooling structures and modules for high-density GPU servers and AI data centers [1] - Yingweike's liquid cooling server pipeline products have achieved V0-level standards and received UL certification, positioning the company as a supplier for NVIDIA's data center components [1] - CICC believes that the launch of Google TPUv7 signifies a shift towards self-developed ASIC clusters, which may accelerate the growth of the AI computing hardware market, including PCBs and liquid cooling systems [1] Group 3: Lithium Battery Sector - Shengxin Lithium Energy's SDLA salt lake project in Argentina has an annual production capacity of 2,500 tons of lithium carbonate equivalent, with normal production conditions [2] - The company is also investing in multiple exploration projects in Argentina, including Pocitos and Arizaro salt lake projects [2] - The company is closely monitoring solid-state battery technology and is developing relevant materials to support future advancements in this area [3] Group 4: Lithium Market Dynamics - On December 17, lithium carbonate futures prices surged, with the main contract increasing by 7% to 108,020 yuan per ton [4] - The Yichun Natural Resources Bureau announced plans to revoke 27 mining rights, raising concerns about a potential supply contraction in lithium resources [4] - Huaxi Securities noted that the revocation of mining rights in Yichun, a key lithium mining area, will directly reduce effective lithium supply, while demand from electric vehicles and energy storage continues to grow [4]