智通财经网·2026-02-02 06:20Group 1 - The core viewpoint is that CDU liquid cooling pumps are expected to benefit from the accelerated construction of AI data centers, with a significant market potential projected for 2026 [1][2] - CDU liquid pumps play a crucial role in regulating coolant flow and pressure, constituting the "heart" of the liquid cooling system, with a value contribution of 30%-40% to the overall system [2] - The estimated market size for liquid cooling systems by NV and Google in 2026 ranges from $9.3 billion to $12.6 billion, translating to a market size for CDU liquid pumps of approximately $1.139 billion to $1.544 billion [2] Group 2 - The primary cold source in the liquid cooling system is also expected to benefit from the growth of AI data centers, responsible for generating and providing cooling capacity [3] - According to QYresearch, the global revenue for data center chillers is projected to reach approximately ¥105.21 billion in 2024 and nearly ¥167.33 billion by 2031 [3] - The refrigeration compressor, which is a key component of the cooling system, accounts for over half of the costs associated with chillers [3]