（原标题：三花智控(002050.SZ)：目前公司积极拓展液冷服务器领域业务，将持续推进与液冷相关企 业的合作） 格隆汇1月15日丨三花智控(002050.SZ)在互动平台表示，液冷服务器与公司热泵系统的底层零部件高度 重合，例如阀类、泵类、换热器等产品。公司在热管理零部件领域深耕四十余年，已实现规模化量产与 技术迭代，可以快速适配液冷服务器工况需求。依托这一优势，公司能够顺利切入液冷服务器市场，充 分发挥技术、成本控制等优势。目前公司积极拓展液冷服务器领域业务，将持续推进与液冷相关企业的 合作。 ...

来源：新浪证券-红岸工作室 1月15日，捷邦科技跌0.55%，成交额8485.63万元，换手率3.02%，总市值75.28亿元。 异动分析 液冷服务器+富士康概念+苹果概念+锂电池概念+人民币贬值受益 1、根据2025年7月17日互动易：目前公司服务器液冷散热业务按计划正常推进中。但由于公司与客户签 署了保密协议，目前暂时无法提供具体的项目细节。 2、公司直接客户主要为富士康、广达集团、仁宝电脑、可成科技、比亚迪等苹果组件生产商和制造服 务商，其中对第一大客户富士康的销售金额占营业收入的比例分别为 35.58%、 36.85%和 39.52%。 3、公司大部分产品应用于苹果的笔记本电脑和平板电脑，产品中最终应用于苹果终端产品的销售收入 占营业收入的比例分别为85.22%、 77.95%和 81.27%，比例较高，公司对苹果存在依赖。 4、公司的碳纳米管产品主要为碳纳米管导电浆料，主要应用于动力锂电池和消费及储能锂电池领域。 公司目前已供货多家新能源厂商,包适宁德时代,比亚迪、亿纬锂能等。 5、根据2024年年报，公司海外营收占比为67.79%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建 ...

格隆汇1月15日丨三花智控(002050.SZ)在互动平台表示，液冷服务器与公司热泵系统的底层零部件高度 重合，例如阀类、泵类、换热器等产品。公司在热管理零部件领域深耕四十余年，已实现规模化量产与 技术迭代，可以快速适配液冷服务器工况需求。依托这一优势，公司能够顺利切入液冷服务器市场，充 分发挥技术、成本控制等优势。目前公司积极拓展液冷服务器领域业务，将持续推进与液冷相关企业的 合作。 ...

证券日报网讯 1月14日，华光新材在互动平台回答投资者提问时表示，公司向东方财富（300059）网递 交液冷服务器概念申请，正在等待审批。 ...

Group 1 - The company is currently in a critical stage of customer development and product validation in the liquid cooling server sector [1] - The company has entered the sample testing phase with some target customers and has completed the delivery of sample products to multiple clients, including well-known Taiwanese enterprises in the industry [1]

Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index closing at 3968.84, up by 0.09%, while the Shenzhen Component Index fell by 0.58% to 13525.02 [2] - The ChiNext Index experienced a significant increase of nearly 50% throughout 2025, indicating strong growth in the market [1][4] Sector Performance - The top-performing sectors included Defense and Military with a gain of 2.13%, Media at 1.54%, and Real Estate at 1.13%, while sectors like Communication and Agriculture showed declines of -1.35% and -1.10% respectively [3] - Notable concept stocks included the Xiaohongshu concept and Kuaishou concept, which rose by 2.88% and 2.49% respectively, while sectors like Silicon Energy and Organic Silicon faced declines [3] Future Outlook - The report anticipates that the overall market will maintain some upward potential before the Spring Festival, with any short-term adjustments viewed as opportunities for low-cost positioning [6] - The manufacturing sector is showing signs of recovery, with the Purchasing Managers' Index (PMI) for December at 50.1%, indicating expansion in manufacturing activity [5][6] Investment Recommendations - It is suggested to focus on sectors such as dividends, TMT (Technology, Media, and Telecommunications), and consumer goods for potential investment opportunities [6]

格隆汇12月31日丨雪人集团(002639.SZ)在互动平台表示，公司制冷压缩机与机组可作为液冷服务器的 配套冷源。该类业务收入占公司营业总收入比例较小，敬请广大投资者注意二级市场交易风险，理性投 资决策，避免因概念炒作造成投资损失。 ...

Market Overview - On December 31, A-shares opened slightly higher with the Shanghai Composite Index up 0.09% at 3968.73 points, the Shenzhen Component Index up 0.17% at 13627.26 points, and the ChiNext Index up 0.15% at 3247.74 points [1] - Key sectors showing gains included home appliances, real estate, and consumer electronics, while the education sector was notably active with stocks like Kevin Education and Dou Shen Education rising over 5% [1] Company News - Tianpu Co. announced a suspension of trading due to significant stock price fluctuations, with a cumulative increase of 718.39% from August 22 to December 30, indicating a serious deviation from the company's fundamentals [2] - Zhaofeng Co. plans to redirect unused fundraising from a 300,000 sets/year electric vehicle control project to the industrialization of humanoid robots and high-end precision components for smart driving, aiming for substantial production capacity increases [2] - Jiamei Packaging's stock price has significantly diverged from its fundamentals, and the company may apply for a trading suspension if prices continue to rise abnormally [2] Industry Insights - Zijin Mining expects a net profit of approximately 51-52 billion yuan for 2025, representing a year-on-year increase of about 59%-62% [3] - Shengxin Lithium Energy plans to acquire a 30% stake in Sichuan Qicheng Mining for 2.08 billion yuan, which will lead to full ownership of the company [3] - Salt Lake Co. intends to acquire a 51% stake in Wuku Salt Lake Co. for 4.605 billion yuan, which will make it a subsidiary [3] - Zhejiang Rongtai is set to issue H-shares to enhance its international strategy and expand overseas production capacity [3] Emerging Trends - The humanoid robot sector is gaining traction, with reports of supply chain companies visiting North America, anticipating the release of Tesla's Optimus project [6] - The Ministry of Education plans to advance AI in education, with policies expected to be released next year to enhance AI education and applications [7] - The commercial aerospace sector is being promoted by the National Defense Science and Technology Bureau, emphasizing the importance of developing a strong aerospace industry [8] - The sodium battery market is set for large-scale application in various fields by 2026, marking a significant shift in battery technology within the renewable energy sector [12]

A股复盘 | 航天停下来了？ / 2025.12.30 标题和封面图都是群友贡献的！ 说来好笑，群里今天下注押红还是绿（不是赌博），结果沪指涨幅0%，意不意外，惊不惊喜！鉴于收盘点数还是比开盘高的，也算是十日阳 线吧！ MSCI中国指数今年以来上涨约28%，有望连续第二年实现年度上涨，并且正朝着自2017年以来相对标普500指数表现最强的一年迈进。 先来八卦（bushi）机器人大涨的原因吧，开盘前早报整理了几条，但是机器人热度不怎么高。 一个是， 12月29日，华为全资持股的东莞极目机器有限公司注册资本增加至约46.89亿元，增幅约20.54%。同日，越疆科技公告拟启动A 股上市计划，深之蓝的科创板IPO申请已获受理。 此外， 京东与宇树科技合作的首家线下机器人体验店将于12月31日正式开业。火山引擎宣布成为2026年春晚独家AI云合作伙伴。 工信部人形机器人与具身智能标准化技术委员会已于近日成立，多家机器人企业相关负责人参与。 接着盘中，机器人传出两个小作文，机器人才大拉特拉！ 一是特朗普政府正考虑2026年发布关于机器人的行政命令；二是近期供应商陆续 在北美拜访，特斯拉Optimus发包在即，市场已经开始 ...