8月15日，上证指数、深证成指、创业板指、科创50指数早盘低开高走，午后持续上扬。截至收盘，上 证指数报3696.77点，涨0.83%，成交额9606.25亿元；深证成指报11634.67点，涨1.6%，成交额12839.87 亿元；创业板指报2534.22点，涨2.61%，成交额6601.7亿元；科创50指数报1101.29点，涨1.43%，成交 额531.57亿元。沪深两市合计成交22446.12亿元，连续3个交易日突破2万亿元，成交额较上一交易日减 少345.97亿元。 证券、电力设备等行业走强大元泵业、*ST华嵘均5连板 Wind统计显示，沪深两市主力资金今日净流入23.6亿元；其中，创业板主力资金净流入79.59亿元；沪 深300成份股主力资金净流入60.23亿元，科创板主力资金净流出29.19亿元。 盘面上来看，行业板块、概念涨多跌少。其中，证券、电力设备、计算机、建筑材料、有色金属、化 工、房地产、电子、机械设备、保险等行业涨幅靠前；PEEK材料、液冷、PCB、券商、地热能、钙钛 矿电池、铜缆高速连接、有机硅、复合集流体等概念走势活跃。仅有银行、饮料等少数几个行业下跌； 赛马、退税商店等概念走势 ...

格隆汇8月15日｜A股三大指数今日低开高走，截至收盘，沪指涨0.83%报3696点，深证成指涨1.6%创年 内新高，创业板指涨2.61%创年内新高。全天成交2.27万亿元，较前一交易日缩量334亿元，为连续第3 日超两万亿，全市场超4600股上涨。 盘面上，液冷概念爆发，欧陆通、川环科技等十余股涨停；PEEK材料板块走高，国际复材20%涨停； PCB、电子元件板块冲高，中富电路、生益科技、方正科技等多股涨停；券商概念午后拉升，长城证 券、天风证券等多股涨停；玻璃玻纤、虚拟机器人、电子化学品及风电设备等板块涨幅居前。另外，银 行股逆市下跌，中国银行、民生银行、光大银行等多股跌逾2%。(格隆汇) | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3696.77 11634.67 1476.33 | | | | +30.33 +0.83% +183.23 +1.60% +43.53 +3.04% | | | | 科创50 | | 万得全A | | 1101.29 | 2534.22 | 5834.92 | | +15.56 +1.43% +64.56 +2.61% +82.9 ...

格隆汇8月15日丨密封科技(301020.SZ)在投资者互动平台表示，公司主要产品包括密封垫片、隔热防护 罩、密封纤维板以及金属涂胶板等密封制品和密封材料，下游客户主要在汽车、造船、发电、通用机 械、制冷、石化等行业，公司不掌握直接客户是否将其设备有用在液冷相关领域；机器人领域相关公司 目前暂无合作。 ...

11:55 ·Il 4G ● √ 仅仅支持64卡拓展。英伟达GB200 NVL72 采用冷板式液冷,其液冷服务器比风冷版性能 高25%,功耗降低30%。单瓦算力贡献 AMD 比 nv 差比较大,所以它也在给客户的方案里 建议液冷配套。 如果 nv 和 AMD 算通用芯片, 那 TPU 算 asic 王者了。明年开始,它的v6pv6e v7p v7e 基 本 液冷的比例会大幅上升,应该会超过 65%，因为单卡v7能达到4614tflops，比v6 的1836tflops 翻2.5倍,单芯片内存提升 4.5 倍。所以它会大幅提升液冷比例，因为单 tpu 单价低 只有 b200 的 1/4,所以它很有可能会 选择物美价廉的国产货,走亲命路线,一如 asic卡本身的定位一样，降本！降本！ 逻辑就是简单的 经济学和物理学逻辑而 日。 小熊跑的快 赞 分享 推荐 写留言 11:54 .Il 4G C ( 篇微软:液冷+ai 应用 补 小熊跑的快 2025年07月31日 12:36 美国 抠了一下细节。 微软的财报,主要是。 是液冷,二是ai应用。capex 飙升早上那 1 / 7 TTCH \- 扁已经聊过了。 电话会议 ...

华福证券指出，电力设备板块受维谛二季度业绩高增及北美CSP厂商上调资本开支推动，AIDC板 块后续有望发力，液冷行情持续催化，国家电网与河南省委政府会谈提及抽蓄业务进展。储能领域，国 网输变电设备第四批招标中电力电缆、组合电器及电容器增速领先，国家能源局拟推动长治-南阳第二 回特高压交流工程建设。光伏行业在"反内卷"政策下，工信部调整8月光伏玻璃新单价格至11元/平方 米，头部企业报价统一上调，市场供不应求，行业减产态势延续，光伏玻璃价格有望进入良性增长周 期。风电方面，广西启动1.95GW海风竞配，辽宁深远海项目推进迅速。氢能领域，国家能源局公示8大 绿色氢/氨/醇项目，广元市加快布局氢能产业，清能股份签署百台燃料电池订单。 光伏50ETF（159864）跟踪的是光伏产业指数（931151），该指数从市场中选取涉及硅料、硅片、 电池片、组件等制造环节以及光伏发电站运营等相关领域的上市公司证券作为指数样本，以全面反映中 国光伏行业上下游企业的整体表现。光伏产业指数具有显著的成长性和波动性特征，能够较好地体现光 伏产业链的发展动态。 没有股票账户的投资者可关注国泰中证光伏产业ETF发起联接C（013602），国 ...

格隆汇8月14日丨振邦智能(003028.SZ)在互动平台表示，公司在液冷方面没有产品或布局。 ...

数据显示，截至8月12日，共有264家A股上市公司披露了2025年中报。在已披露2025年中报的上市公司 中，有64家上市公司前十大流通股东中出现了QFII的身影，合计持股数量为3.65亿股，持股市值为63.99 亿元（以2025年上半年末收盘价计算）。 从持仓市值排名看，QFII对九号公司-WD的持仓市值为11.69亿元，位居第一；对东方雨虹 （002271）、海大集团（002311）的持仓市值分居第二、第三位，分别为10.17亿元、5.03亿元。此外， QFII对宏发股份（600885）、卫星化学（002648）持仓市值均超4亿元。 上市公司2025年中报正在密集披露当中，QFII上半年末重仓股及持股变动情况浮出水面。 数据显示，截至8月12日，已有264家上市公司披露了2025年中报。其中，64家公司前十大流通股东名单 中出现了QFII的身影。具体来看，QFII在二季度新进成为28只个股的前十大流通股东；同时，对另外18 只个股的持股数量相比上季度有所增加。行业方面，QFII上半年末对汽车行业持仓市值超过13亿元，对 建筑材料、电力设备行业持仓市值均超10亿元。 九号公司-WD最受青睐 三季度以来，A股 ...

Group 1 - QFII has become a significant presence in the A-share market, with 64 companies having QFII among their top ten shareholders as of mid-2025 [1][2] - The total number of shares held by QFII in these companies amounts to 365 million shares, with a market value of approximately 6.399 billion yuan [1] - The most favored stock by QFII is Ninebot Company (WD), with a holding value of 1.169 billion yuan, followed by Dongfang Yuhong and Haida Group with 1.017 billion yuan and 503 million yuan respectively [1][2] Group 2 - In the second quarter, QFII entered as a top ten shareholder in 28 new stocks, with notable holdings in Zhongchong Co. and Zhuzhou Smelter Group, each exceeding 100 million yuan [2] - QFII increased its holdings in 18 stocks, with Ninebot Company (WD) seeing the largest increase of 9.6855 million shares, followed by Hongfa Technology and Jitai Co. with increases of 5.373 million shares and 4.3809 million shares respectively [2] - The top three stocks by the number of shares held by QFII are Dongfang Yuhong, Jinpu Titanium Industry, and Satellite Chemical, with holdings of 94.7355 million shares, 32.219 million shares, and 23.5339 million shares respectively [2] Group 3 - QFII's holdings are concentrated in three main sectors: automotive, building materials, and electrical equipment, with market values of 1.308 billion yuan, 1.118 billion yuan, and 1.070 billion yuan respectively [2] - Among the QFII-related institutions, Abu Dhabi Investment Authority has the highest holding value at 1.918 billion yuan, followed by Schroders Global Fund Series and Barclays Bank with 833 million yuan and 525 million yuan respectively [2]

Group 1 - The core viewpoint of the report is that Feilong Co., Ltd. (002536.SZ) is rated as a buy due to its strong performance in the new energy vehicle and liquid cooling sectors, with continuous revenue growth [2] - The company has achieved its best historical profit levels during the same period, indicating robust financial health [2] - The completion and operation of overseas production bases will enhance supply chain resilience and expand global business opportunities [2] Group 2 - The establishment of a wholly-owned subsidiary focused on the civilian sector extends application scenarios to liquid cooling and robotics [2] - Continuous management improvements have led to enhanced profitability, driving an increase in performance [2] - The automotive sector remains stable, while emerging fields are entering mass supply, indicating significant growth potential [2]

Summary of Liquid Cooling Technology and Industry Developments Industry Overview - Liquid cooling technology is becoming the mainstream choice for data center cooling, improving energy efficiency and reducing PUE (Power Usage Effectiveness) values. Despite higher initial installation costs, long-term economic benefits are expected as penetration rates increase and applications scale up [1][5][4]. Key Insights - The blade-type liquid cooling system industry is experiencing rapid penetration growth, benefiting from the launch of GB300 and the introduction of related designs by North American manufacturers. This sector has significant long-term growth potential, with growth rates outpacing data center installation growth [1][6]. - Infinet, as a core supplier to NVIDIA, offers a comprehensive secondary product line and overall solutions, with strong profitability and good medium to long-term investment value. Revenue is expected to exceed $5 billion and net profit to increase by $800 million by 2026 [1][7]. - Domestic companies such as Shenling Environment, Highlan, and Kexin New Source have relatively comprehensive solution capabilities. Feilong Co. and Huagong New Material have competitive advantages in soldering, while Feilong also excels in electronic pumps and valves, indicating significant space for foreign substitution [1][8]. Market Dynamics - Recent developments include Feilong Co. receiving intention orders from Taiwanese companies, marking its entry into NVIDIA's supply chain. Jianghuai Co. has also received small batch orders from Delta and domestic clients, indicating its entry into the NVIDIA supply chain [1][10]. - The trend towards liquid cooling in data centers is driven by the increasing power requirements of cabinets, with liquid cooling becoming necessary for power levels exceeding 50-60 kW, and modular liquid cooling required for over 200 kW [2]. Economic Considerations - The economic comparison between liquid cooling and air cooling is debated. While liquid cooling hardware costs appear lower initially, total lifecycle costs, including installation and operational expenses, are crucial. Long-term, liquid cooling systems may demonstrate superior economics as penetration increases [5][6]. Competitive Landscape - Companies with strong investment potential in the blade-type liquid cooling system sector include Infinet, which is a core supplier to NVIDIA and has a comprehensive product line. This positioning provides a competitive edge in the future market landscape [7]. - Domestic companies like Shenling Environment, Highlan, and Kexin New Source are noted for their comprehensive solution capabilities in the liquid cooling field, with Feilong Co. and Huagong New Material having competitive advantages in specific segments [8][9]. Future Outlook - Feilong Co. is considered undervalued, with potential profits from approximately 100,000 cabinets expected to reach around $300 million. If it captures a 30% market share, revenues could reach $900 million [16][17]. - The liquid cooling market is projected to grow, with GB200 and GB300 liquid cooling cabinets valued at approximately $150,000 and $170,000, respectively. The market share for liquid cooling is currently around 4-5% [14][15]. Conclusion - Liquid cooling technology is positioned for significant growth, driven by increasing power demands in data centers and the need for higher energy efficiency. Companies like Infinet and Feilong Co. are well-placed to capitalize on these trends, making them attractive investment opportunities in the evolving landscape of data center cooling solutions [20].