证券代码：301489 证券简称：思泉新材 公告编号：2025-064 广东思泉新材料股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广东思泉新材料股份有限公司（以下简称"公司"）2025 年 8 月 29 日收盘 价相较于 2025 年 7 月 29 日收盘价上涨 162.63%，公司股价涨幅超过大部分同行 业公司股价涨幅且显著高于创业板综指等相关指数涨幅，股票价格存在脱离当前 基本面的风险，投资者参与交易可能面临较大风险。敬请广大投资者务必充分了 解二级市场交易风险，切实提高风险意识，理性投资并注意投资风险。 一、媒体报道、市场传闻、热点概念情况 近期关注到市场对液冷服务器概念板块关注度较高。经公司自查，目前公司 的液冷散热产品正处于送样测试阶段，后续还受到客户产品迭代及适配测试等诸 多因素影响，相关业务推进存在较大不确定性。敬请投资者理性决策，注意投资 风险。 二、公司股票价格涨幅显著高于同期相关指数涨幅 公司股票价格 2025 年 8 月 29 日收盘价相较于 2025 年 7 月 29 日收盘价上涨 等相关指数涨幅，股票价格存在脱离当前 ...

思泉新材(301489.SZ)发布股票交易风险提示公告，近期关注到市场对液冷服务器概念板块关注度较 高。经公司自查，目前公司的液冷散热产品正处于送样测试阶段，后续还受到客户产品迭代及适配测试 等诸多因素影响，相关业务推进存在较大不确定性。 ...

每经AI快讯，8月28日，液冷服务器概念股早盘探底回升，英维克一度涨停续创历史新高，思泉新材涨 超10%，大元泵业、申菱环境、中兴通讯、欧陆通涨超5%，依米康、淳中科技、科士达等跟涨。 ...

Market Overview - The A-share market opened lower with all three major indices declining, with the Shanghai Composite Index down 0.1% at 3796.71 points, the Shenzhen Component down 0.33%, and the ChiNext Index down 0.58% [1] Sector Performance - The satellite navigation sector opened high, with Broadcom Integration hitting the daily limit, Kaipu Cloud rising over 12%, and China Satellite increasing over 7% following the Ministry of Industry and Information Technology's issuance of guidelines to optimize business access and promote the satellite communication industry [1] - Gold stocks saw an initial rise, with Hunan Silver and Shandong Gold both increasing over 3% [1] - Rare earth permanent magnet concept stocks opened lower, with Keheng Co. falling over 5%, and Huahong Technology and Dadi Bear both dropping over 3% [1] - Some liquid cooling server concept stocks adjusted, with Langjin Technology down over 8% and Tenglong Co. down over 6% [1]

Group 1 - Liquid cooling server concept stocks experienced a significant surge, with Invech hitting the daily limit and reaching a new historical high [1] - Other companies such as Shenling Environment, Kehua Data, and Keda rose over 5%, indicating strong market interest [1] - Additional stocks including Liou Shares, Feilong Shares, Gaolan Shares, and Feirongda also saw upward movement, reflecting a broader trend in the sector [1]

【8月26日连板股分析：连板股晋级率25% 园林股份晋级7连板】今日共71股涨停，连板股总数14只， 其中三连板及以上个股3只，上一交易日共12只连板股，连板股晋级率25%（不含ST股、退市股）。个 股方面，逾百股涨超9%，小盘股表现优于权重股。连板股表现依旧不佳，昨日连板股中仍然仅有3只晋 级，其中园林股份上演"准地天板"晋级7连板。板块方面，液冷服务器概念反复活跃，腾龙股份10天6 板，汉钟精机与川润股份走出8天5板，领益智造7天4板，大元泵业一度触及涨停；午后消费电子板块走 强，歌尔股份、奋达科技等涨停，智立方、豪声电子等涨超10%，消息面上，苹果公司计划从今年9月 发布的iPhone 17系列开始，开启一个为期三年的重大外观革新周期，旨在强化其旗舰产品的吸引力。 转自：智通财经 ...

截至8月21日收盘，液冷服务器概念下跌2.06%，位居概念板块跌幅榜前列，板块内，川润股份、飞龙 股份、腾龙股份等跌停，华光新材、同飞股份、德邦科技等跌幅居前，股价上涨的有30只，涨幅居前的 有华升股份、科士达、中兴通讯等，分别上涨9.99%、8.36%、6.56%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 3.12 | 稀土永磁 | -2.14 | | 数字货币 | 2.38 | 兵装重组概念 | -2.11 | | 跨境支付(CIPS) | 2.19 | 光刻机 | -2.11 | | 草甘膦 | 2.03 | PCB概念 | -2.10 | | 电子身份证 | 1.93 | 液冷服务器 | -2.06 | | 钛白粉概念 | 1.89 | PEEK材料 | -2.03 | | 移动支付 | 1.73 | 共封装光学(CPO) | -2.03 | | 丙烯酸 | 1.71 | 减速器 | -1.96 | | 财税数字化 | 1.40 | 汽车热管理 | -1.82 | | 信托概念 | ...

Market Overview - A-shares experienced a significant rise on August 21, with the Shanghai Composite Index nearing 3800 points, but later turned negative with over 3400 stocks declining and a trading volume of 2.12 trillion yuan [1][3] - The trading volume in the Shanghai and Shenzhen markets has surpassed 2 trillion yuan for seven consecutive trading days, marking the second occurrence in the last decade [5] Sector Performance - Digital currency stocks surged, with several stocks hitting the daily limit, while oil and gas stocks also showed strength [3] - The liquid cooling concept stocks faced a sharp decline, with multiple stocks hitting the limit down, indicating a market correction [6][7] Liquid Cooling Sector - The liquid cooling server concept gained popularity, with the liquid cooling index rising over 35% since July, but signs of irrational speculation emerged as some companies unrelated to liquid cooling saw significant stock price increases [11] - Major players like CoreWeave and Huawei have adopted liquid cooling technology, setting a trend in the industry [10] - The market correction in the liquid cooling sector was linked to a broader downturn in related stocks, with significant drops observed in companies like Feilong and Tenglong [7][11] Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector also began to correct, with stocks like Jintian and Beikong approaching limit down [12] Banking Sector - The banking sector showed resilience, with the banking index rising by 0.59% and a year-to-date increase of over 16% [14] - Key banks such as Agricultural Bank and Postal Savings Bank reported gains, reflecting positive sentiment in the sector [14] Foreign Investment Trends - A-shares have attracted increased foreign investment, with 663 companies disclosing mid-year reports and 139 companies seeing QFII investments [17] - Korean investors have significantly increased their holdings in Chinese stocks, with a nearly 30% rise in their total investment [18][21] - Global hedge funds are rapidly buying Chinese stocks, driven by expectations of interest rate cuts and improved geopolitical conditions [22]

Group 1 - The liquid cooling sector is experiencing a rapid and severe decline, with significant drops in stock prices for companies like Feilong and Tenglun, which hit their daily limit down [1] - The decline in the liquid cooling sector is linked to the performance of the US stock market, particularly with Nvidia and Intel experiencing notable stock price drops [1] - The introduction of Nvidia's GB300NVL72 system by CoreWeave marks a significant technological advancement, necessitating the use of liquid cooling due to high power requirements [1] Group 2 - Despite the recent downturn, institutions remain optimistic about the liquid cooling sector, citing the increasing demand for computing power driven by AI applications [2] - According to CICC, the global AI liquid cooling market is projected to reach $8.6 billion by 2026, indicating a rapid growth potential for the sector [2] - Companies like Chunzong Technology have faced scrutiny for their stock performance despite not being directly involved in liquid cooling server production, highlighting potential irrational market behavior [1][2]

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