8月21日午后，A股三大指数涨跌不一，创业板指一度转跌。盘面上，液冷服务器、覆铜板、电路板、 光模块CPO等AI算力硬件概念板块重挫，稳定币、数字货币、跨境支付等概念板块午后活跃。近期热度 较高的云计算50ETF（516630）盘中大幅震荡，持仓股中，石基信息（002153）、中国软件、太极股份 （002368）、易华录（300212）等领涨，曙光数创、云天励飞、光环新网（300383）、拓维信息 （002261）、网宿科技（300017）等跌幅居前。 华泰证券表示，液冷产业链正在全面进入需求放量阶段：1）英伟达GB300（已于7月推出）采用全液冷 设计，每个GPU芯片采用一进一出的液冷板，对于液冷板、快速接头等核心部件提出更高要求；2）谷 歌、Meta、微软等北美云厂商或在下一代自研ASIC芯片集群中逐步过渡到液冷技术；3）国内液冷产业 链中的核心厂商正积极对接海外AI巨头，验证进展领先、技术布局深厚的龙头厂商相关业绩有望完成 突破。 北美云厂商资本开支持续扩张，显示AI算力需求强劲，国产算力产业链有望深度受益于海外映射逻 辑。公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该 ...

Market Overview - The three major indices collectively rose, with the Shanghai Composite Index up by 0.35%, the Shenzhen Component Index up by 0.45%, and the ChiNext Index up by 0.21%. However, the North China 50 Index fell by 0.96% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.5912 trillion yuan, an increase of 56.2 billion yuan compared to the previous day. Over 2,500 stocks in the market experienced gains [1] Sector Performance - The cross-border payment, oil and gas exploration and services, and combustible ice sectors showed strong performance, while the PCB concept and liquid cooling server sectors experienced adjustments [2] - The cross-border payment sector was particularly strong, with companies such as Sanwei Xinan and New Morning Technology hitting the daily limit, along with Zhongyou Capital and Tianrongxin also reaching the daily limit [2] - The oil and gas exploration and services sector saw gains, with Huaiyou Co. hitting the daily limit [2] - The combustible ice sector performed well, with companies like Xinjing Power and Shenkai Co. rising over 8% [2] - Conversely, the PCB concept weakened, with Chongda Technology nearing the daily limit down [2] - The liquid cooling server sector also declined, with companies like Tenglong Co. and Jintian Co. hitting the daily limit down [2]

【大河财立方 记者 任浩鹏】8月21日，A股三大股指高开，沪指涨0.12％，深证成指涨0.33％，创业板 指涨0.28％。随后指数震荡调整。截至10:00发稿，全市场超过3200家公司下跌。 板块方面，数字货币、跨境支付、稀土、金融科技、网络安全等概念涨幅居前。覆铜板、液冷服务器、 电路板、光模块（CPO）、光通信、PEEK材料、消费电子代工、光刻机、宇树机器人等概念跌幅居 前。 | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | 稳定币 5.23% | 数字货币 3.71% | 跨境支付 3.18% | 稀土 2.68% | 金融科技 2.07% | | 网络安全 1.87% | 反关税 1.72% | 生物育种 1.51% | 大基建央企 1.50% | 数据安全 1.46% | | 宇树机器人 -1.69% | 消费电子代工 -1.87% | 光刻机 -1.86% | PEEK材料 -2.00% | 高速铜连接 -2.35% | | 光通信 -2.72% | 光模块(CPO) -3.38% | 电路板 -3.42% | 液冷服务器 -3.56 ...

（更新中） 11:17 沪深两市成交额连续第26个交易日突破1.5万亿。 11:02可燃冰板块直线拉升 神开股份涨超5%，潜能恒信、海默科技、南钢股份、中海油服等跟涨。据证券时报，海南大学海洋清洁能源创新团队近日在"可燃冰"大规模利用领域实现 重要突破。 10:57油气股持续拉升 准油股份涨停 准油股份涨停，科力股份、贝肯能源、潜能恒信、中曼石油等跟涨。 | 名称 | 涨幅量 | | --- | --- | | 准油股份 | +10.05% | | 科力股份 | +6.46% | | 潜能恒信 | +5.45% | | 贝肯能源 | +5.26% | | 中曼石油 首华燃气 | +4.03% | | | +3.35% | | 通源石油 | +3.21% | | 广汇能源 | +1.50% | | 中油工程 | +1.42% | | 惠博普 | +1.35% | 10:38三大指数集体翻红 沪指涨0.40%，深成指涨0.37%，创业板指涨0.01%，两市超2400只个股上涨。跨境支付、华为欧拉、多元金融板块涨幅靠前。 10:37 中兴通讯A股炸板，现涨超7%，成交额逾140亿元。 | 分时 多日 1分 5分 1 ...

Group 1 - The liquid cooling server concept experienced a decline on the 21st, with companies such as Tenglong Co. and Jintian Co. hitting the daily limit down, while Feilong Co. dropped over 9% [1] - Jintian Co. had previously achieved 5 limit-up days in the last 6 trading days, and the company indicated that its stock's short-term increase exceeded the industry and Shanghai Composite Index, suggesting an overheated market sentiment [1] - Jintian Co. primarily engages in non-ferrous metal processing, with main products including copper products and rare earth permanent magnet materials, which are used in various sectors such as power, electronics, construction materials, air conditioning, and new energy vehicles [1] Group 2 - Tenglong Co. also noted that its stock had increased by 67.34% over the past 6 trading days, compared to a 6.76% increase in the automotive parts industry index, indicating a significant short-term rise [1] - The trading volume for Tenglong Co. reached a cumulative turnover rate of 119.35% over 6 days, with an average daily turnover rate of 19.89%, which is significantly higher than usual [1] - The company confirmed that there had been no major changes in its fundamentals during this period [1] Group 3 - The company has noted recent market interest in data center/server liquid cooling and energy storage liquid cooling, and currently has small batch products supplied to domestic customers for these applications [2] - In the first half of 2025, the sales revenue from electronic water pump products for server liquid cooling is approximately 800,000 yuan, and revenue from hoses for energy storage liquid cooling is about 970,000 yuan, which is a small proportion of the company's total revenue [2] - The business development in these areas presents significant uncertainty, and the company advises investors to be cautious and make rational decisions [2]

昨日A股主要指数集体上涨，沪指创十年新高，两市成交额2.4万亿元，超3600只个股上涨，86只非ST股涨停，半 导体、白酒板块领涨，市场结构性行情显著。 8月21日，A股十大人气热股如下：浪潮信息、三安光电、领益智造、利欧股份、华胜天成、华映科技、四川长 虹、海能达、金田股份、南方精工。 | 热度排名 | 人气个股 | 热度值 | 所属概念 | 热度标签 | | --- | --- | --- | --- | --- | | 1 | 浪潮信息 | 9.75 | 中国AI 50, 英伟达概念 | 首板涨停 | | 2 | 三安光电 | 8.75 | MicroLED概念, 第三代半导体 | 首板涨停 | | 3 | 领益智造 | 8.25 | 同花顺果指数, AI PC | 3天2板 | | ব | 利欧股份 | 8.25 | 多模态Al, ChatGPT概念 | 3天2板 | | 5 | 华胜天成 | 8.25 | 无线耳机,东数西算(算力) | 持续上榜 | | 6 | 华映科技 | 7.25 | 消费电子概念,华为手机 | 首板涨停 | | 7 | 四川长虹 | 6.75 | 百度概念,多模态AI | 2 ...

Core Viewpoint - As of August 20, 2025, the stock price of Porton Medical (301515) closed at 23.72 yuan, reflecting a decrease of 0.55% with a turnover rate of 4.15% and a trading volume of 26,400 shares, amounting to a transaction value of 62.26 million yuan [1]. Group 1: Company Operations - The company specializes in providing medical gas equipment and systems, as well as medical clean equipment and systems, aimed at addressing medical gas supply and infection issues [1]. - The company's products are primarily utilized in hospital wards, operating rooms, ICUs, central supply rooms, various laboratories, and high-altitude diffusion oxygen scenarios [1]. - The company's clean equipment and systems technology can be applied to data centers and laboratories for clean processing, although it has not yet been applied to liquid-cooled servers [1]. Group 2: Market Activity - On August 20, the net outflow of main funds from Porton Medical was 1.44 million yuan, while retail investors saw a net inflow of 1.47 million yuan [2]. - The trading data indicates that speculative funds experienced a net outflow of 27,200 yuan on the same day [2].

格隆汇8月20日丨乔锋智能(301603.SZ)在互动平台表示，公司数控机床产品可以应用液冷服务器机柜金 属零部件和铝制液冷板的加工。 ...

经过一日调整后，8月20日A股再度开启涨势，早盘三大指数集体低开，午后则拉升翻红，盘中沪指，再度刷新近十年高点。截至收盘，上证指数报 3766.21，涨1.04%，深证成指报11926.74，涨0.89%，创业板指报2607.65，涨0.23%。三市全天成交额24484亿元，较上日缩量1923亿元，成交额连续6个交 易日超2万亿。全市场超3600只个股上涨。 板块题材上，白酒、半导体板块走高，白酒股中，酒鬼酒涨停领涨，舍得酒业涨8.40%跟涨，伊力特、金种子涨超5%，古井贡酒、水井坊、今世缘涨超 4%跟涨；半导体板块午后走高，寒武纪涨8.46%，股价达到1013.00元，盛科通信20CM涨停领涨，艾为电子、芯原股份、成都华微等多股涨超10%。 液冷服务器概念多股涨停，华升股份、浪潮信息、光迅科技、金田股份涨停，南芯科技涨12.62%。此外，受到iPhone17相关消息影响，苹果产业链科森科 技、安洁科技、朝阳科技、三安光电均迎来涨停。 化学制药板块则迎来调整，福元医药、诚意药业、辰欣医药跌停。此前受到政策利好上涨的影视院线板块也迎来调整，慈文传媒跌7.63%，华策影视跌超 6%，华智数媒、欢瑞世纪跌超3%。 ...

格隆汇8月20日丨捷捷微电(300623.SZ)于投资者互动平台表示，公司暂无产品配套在液冷服务器领域！ ...