液冷数据中心解决方案：高效节能，打造绿色未来的冷却技术 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the liquid cooling data center solutions industry [2]. Core Insights - The liquid cooling data center solutions industry focuses on efficient thermal management strategies for high-performance computing (HPC) applications, driven by increasing heat density in data centers and government environmental policies [2][3]. - The industry is characterized by high technical barriers, significant reliance on supply chain maturity, and notable sustainability advantages, with a rapid market growth forecast [8][12]. - Liquid cooling technology is expected to dominate future data center solutions, particularly immersion cooling, which offers up to 100% cooling efficiency and is projected to grow significantly in market share by 2025 [20][22]. Industry Definition - The liquid cooling data center solutions industry provides efficient thermal management for HPC applications, including cloud computing, AI, and blockchain, addressing the limitations of traditional air cooling methods [3]. Industry Classification - The industry can be classified based on cooling methods into: - Cold plate cooling - Immersion cooling - Spray cooling - Hybrid air-liquid cooling [5][6]. Industry Characteristics - High technical barriers exist due to the complexity of the supply chain and the specialized nature of liquid cooling technologies [8][9]. - The industry's development is heavily influenced by energy usage efficiency (PUE) regulations and environmental policies [11]. - Liquid cooling solutions significantly reduce energy consumption, with immersion cooling achieving energy savings of 90%-95% [12]. Development History - The industry has evolved through three stages: - Emergence (2011-2013): Initial explorations and trials in liquid cooling technology. - Initiation (2014-2018): Increased demand from internet companies and telecom operators. - Rapid Growth (2019-present): Widespread adoption and technological advancements [13][15][17]. Industry Chain Analysis - The industry chain consists of: - Upstream: Raw materials and component suppliers. - Midstream: Equipment manufacturers and service providers. - Downstream: End-users including large internet companies, telecom operators, and government institutions [19][23]. Market Size - The market size of the liquid cooling data center solutions industry grew from 527 million RMB in 2019 to 5.32 billion RMB in 2023, with a compound annual growth rate (CAGR) of 78.28%. It is projected to reach 224.5 billion RMB by 2028, with a CAGR of 110.79% [24][25]. Policy Overview - Recent policies aim to promote green and low-carbon data center development, emphasizing the adoption of efficient cooling technologies like liquid cooling [30][32]. Competitive Landscape - The market is characterized by high concentration, with leading companies including Inspur, Unisplendour, and Sugon. These companies leverage modular and prefabricated designs to enhance efficiency and reduce construction time [43][44].