行业跟踪：先进制造产业链核心数据跟踪

Investment Rating - The report provides an industry investment rating based on the expected relative performance of the industry against the market benchmark index over the next six months [10]. Core Insights - The report highlights a significant growth opportunity in the liquid cooling server market, with a projected compound annual growth rate (CAGR) of 54.7% from 2022 to 2027, reaching a market size of 8.9 billion USD by 2027 [3]. - The report notes that the mechanical equipment sector performed well, with a daily increase of 1.67%, while the electric equipment sector lagged behind with a 0.81% increase [2]. - The report emphasizes the advantages of liquid cooling technology, including low energy consumption, high heat dissipation efficiency, and reduced noise, making it a cost-effective solution for data centers [3]. Summary by Sections Market Performance - Major indices showed an upward trend, with the Shanghai Composite Index rising by 1.27% and the ChiNext Index increasing by 1.54% [2]. - Within the mechanical equipment sector, stocks such as Anku Technology and Guangzhi Technology saw significant gains, with increases of 15.90% and 12.18% respectively [2]. Industry News - The report discusses the establishment of a large-scale liquid cooling cluster by China Telecom in Shanghai, which will support the training of large models with a capacity of 10,000 cards [3]. - The report mentions that the trend towards larger and more centralized data centers will further enhance the cost advantages of liquid cooling solutions, which are expected to reduce costs by 5-10% annually [3].