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【研选行业】机构点名这三只A股液冷出海核心标的,下一个百倍股正在路上
第一财经·2025-08-10 12:05

Group 1 - The article highlights a significant increase in overseas demand for liquid cooling, with the market expected to exceed 100 billion by 2027. Taiwanese manufacturers have seen a revenue increase of 76% year-on-year. Three A-share liquid cooling companies are identified as core targets for investment, with potential for substantial growth [1] - The article discusses the emergence of a trillion-level "unmanned sanitation" market, where a mere 20% replacement rate could unlock a market size of 115.1 billion. Among six identified companies, the one with the highest performance elasticity is projected to reach 296% [1]