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, with a rating of "Buy" for expected returns over 30% [10]. Core Insights - The report highlights the significant growth potential in the liquid cooling server market in China, with an expected 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 the advantages of liquid cooling technology, including low energy consumption, high heat dissipation efficiency, and low noise, making it a cost-effective and efficient temperature control solution [3]. - The report emphasizes the trend towards larger and more centralized data centers, which will further enhance the cost advantages of liquid cooling solutions, as they can reduce operational costs by 5-10% annually [3]. Market Performance - The report indicates that major indices experienced an overall increase, with the mechanical equipment sector performing the best, showing a rise of 1.67%, while the electric equipment sector had the lowest performance with a rise of 0.81% [2]. - In the mechanical equipment sector, several stocks reached their daily limit up, with notable performers including Anku Technology, Guangzhi Technology, and Yingtai Technology, which saw increases of 15.90%, 12.18%, and 11.88% respectively [2]. - The electric equipment sector also had stocks reaching their daily limit up, with leading stocks being Longyuan Technology, Yingjie Electric, and Taiyong Changzheng, which increased by 13.09%, 12.36%, and 10.05% respectively [2].