8月21日主力资金净流入1324.90万元，占流通市值比例为0.3%。近五个交易日累计主力资金净流入 3898.72万元，占流通市值比例为0.88%。 风险提示：股市有风险，投资需谨慎。 来源:金融界 截至2025年8月21日收盘，博汇股份报15.38元，较前一交易日上涨1.12%。盘中股价波动明显，最高触 及15.80元，最低下探14.92元，全天振幅达5.79%。成交量为135575手，成交金额2.08亿元。 博汇股份属于石油行业板块，主营业务为石油化工产品的研发、生产和销售。公司注册地位于浙江省， 涉及液冷、算力等相关概念。最新数据显示，公司总市值45.37亿元，流通市值44.55亿元。 公司最新披露的股东户数显示，截至8月20日股东户数为11024户，较8月10日减少971户，环比下降 8.10%。一季报数据显示，公司一季度实现营业收入5.36亿元，净利润亏损4762.32万元。 ...

格隆汇8月21日｜A股三大指数今日涨跌不一，沪指续创10年新高；截至收盘，沪指涨0.13%报3771点， 深证成指跌0.06%，创业板指跌0.47%。全天成交额2.46万亿元，较前一交易日增量119亿元，全市场近 3100下跌。 | +1.89% | +1.67% | +1.40% | | --- | --- | --- | | Carrent Andrew An Children A. | | CALL A LEAD BELLE Martin | | 石油天然气 | 化肥农药 | 石油化工 | | +1.30% | +1.21% | +1.16% | | and a parting and should and and | And Sun on any on | and a parter language of the | 盘面上，跨境支付板块爆发，三未信安、天融信等多股涨停；可燃冰板块走全天强势，神开股份 (002278)涨停；数字货币板块走高，北信源(300352)20%涨停；石油化工、钛白粉、电力及数据安全等 板块涨幅居前。另外，发电机概念下挫，潍柴重机(000880)跌停；液冷概念大跌，川润股份(0 ...

每经AI快讯，8月21日，创业板指午后再度翻绿，液冷、CPO、麒麟电池、稀土永磁等概念跌幅居前。 （文章来源：每日经济新闻） ...

液冷板块的退潮来得迅猛而惨烈。8月21日，液冷服务器概念集体跳水，飞龙股份（002536.SZ）腾龙股份（603158.SH）均开盘 闪崩触及跌停，英维克（002837.SZ）、科创信源（831494.BJ）、冰轮环境（000811.SZ）跌超5%。 板块回调与美股市场形成联动。昨夜英伟达盘中一度下挫4%，英特尔收跌近7%。 回溯技术驱动因素，7月初美国云服务商CoreWeave宣布全球率先部署英伟达GB300NVL72系统，成为首家提供该服务的超大规 模AI云服务商，标志着首款GB300NVL72服务器正式出货。该机型单柜功率达120kW，传统风冷已无法满足散热需求，必须采 用全液冷机架级设计。同期，华为昇腾发布的384超节点服务器集群亦采用液冷+微结构导热方案，头部厂商技术路线为产业确 立明确风向标。 液冷服务器概念逐渐受到市场追捧，同花顺iFinD显示，液冷服务器指数自7月份以来累计涨幅超35%，英维克、飞龙股份等多只 相关概念个股股价实现翻倍。 但热度背后潜藏非理性炒作。7月以来涨逾213%的淳中科技（603516.SH）多次公告，公司业务不涉及液冷服务器的生产制造， 仅参与液冷测试平台等测试环节，相 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月21日｜A股三大指数早盘翻绿，创业板指跌近0.8%。白酒、算力硬件、消费电子、光伏等方 向跌幅居前，液冷、麒麟电池、PCB、PEEK材料等概念回调；数字货币概念逆市走强，多元金融、贵 金属、软件开发等概念涨幅居前。沪深京三市下跌个股近3300只。 (责任编辑：宋政 HN002) ...

Market Overview - The A-share market is experiencing a strong upward trend, with the Shanghai Composite Index reaching new highs and trading volume exceeding 2.41 trillion yuan, marking six consecutive trading days above 2 trillion yuan, indicating a bullish market sentiment [1]. Hot Stocks - The top ten popular stocks in A-shares as of August 21 include: Inspur Information, Sanan Optoelectronics, Huawei Victory, Lio Technology, Lingyi Technology, Huaying Technology, Hainengda, Sichuan Changhong, Southern Precision, and Jintian Co. [2]. Key Drivers and Trends - The technology sector, particularly the AI industry chain, is the main focus for capital investment. Inspur Information is driven by the explosive demand for AI computing infrastructure, with a significant increase in global AI computing needs and a market share exceeding 50% in China [3]. - Huawei Victory continues to be supported by its association with AI computing service providers and the Huawei ecosystem, alongside a projected mid-year profit increase of 148%-172% [3]. - Lio Technology and Lingyi Technology are both recognized for their liquid cooling concepts, with Lio Technology also linked to Huawei [3]. - Sichuan Changhong is driven by its connection to the Huawei ecosystem and recent developments in AI television technology [3]. - Sanan Optoelectronics has gained attention due to breakthroughs in indium phosphide technology, which have reduced the cost of domestic optical chips by 30%-40% [3]. - The "fruit chain" is gaining traction with the mass production of iPhone 17, leading to increased interest in consumer electronics stocks like Huaying Technology and Kosen Technology as the traditional peak season approaches [3].

Group 1 - The article emphasizes the importance of liquid cooling technology, which has been mass-produced for data centers, indicating a growing trend in the industry [1] - A company plans to launch a specialized embodied intelligence solution in the next month, showcasing innovation in the field [1] - The company's equipment is applicable in various sectors, including optical modules, PCBs, foldable screens, and server product processing [1]

中金公司研报称，随着AI大模型的更新迭代和应用落地，算力需求不断提升，芯片功耗与算力密度逐 步攀升。液冷技术凭借其散热效率高和部署密度大的优势，正加速取代风冷成为主流。预计到2026年， 全球AI液冷市场规模将达到86亿美元。液冷技术包括冷板式、浸没式和喷淋式，其中冷板式液冷由于 对设备和机房基础设施改动较小且散热效果显著，成为当前最成熟的液冷方案。产业链各环节积极布 局，市场空间广阔。根据IDC预测，2024年中国液冷服务器市场规模将同比增长67%。 ...

Core Viewpoint - Jiangxi Zhanding Materials Co., Ltd. is planning to invest 265 million yuan in a project to produce 9,600 tons of high-end specialty chemicals annually, with a focus on electronic fluorinated liquids and other specialized chemical products [2][5]. Group 1: Project Overview - The project will be implemented in two phases: Phase 1 will produce 3,650 tons of high-end specialty chemicals, while Phase 2 will produce 5,950 tons [2][4]. - The total investment for the project is 265 million yuan, with 7.7 million yuan allocated for environmental protection [2]. Group 2: Phase 1 Production Details - Phase 1 includes the production of 1,800 tons of electronic fluorinated liquids, with specific products such as: - 100 tons/year of perfluorotributylamine - 500 tons/year of perfluorotripropylamine - 150 tons/year of perfluorobutyl methyl ether - 150 tons/year of perfluorobutyl ethyl ether - 150 tons/year of perfluoroheptyl ethyl ether - 200 tons/year of perfluorobutyl sulfonate potassium - 200 tons/year of surfactants - 200 tons/year of perfluoromethylmorpholine - 150 tons/year of perfluoroisobutyronitrile [3]. Group 3: Phase 2 Production Details - Phase 2 will focus on producing 5,950 tons of high-end specialty chemicals, including: - 3,950 tons of electronic fluorinated liquids, with products such as: - 300 tons/year of perfluorotributylamine - 200 tons/year of perfluorotripropylamine - 250 tons/year of perfluorobutyl methyl ether - 250 tons/year of perfluorobutyl ethyl ether - 250 tons/year of perfluoroheptyl ethyl ether - 200 tons/year of perfluorohexane - 800 tons/year of perfluorooctane - 250 tons/year of perfluorohexanone - 600 tons/year of perfluoromethylmorpholine - 850 tons/year of perfluoroisobutyronitrile - 500 tons/year of specialized chemicals, including trifluoromethyl sulfonic acid - 1,500 tons/year of nitrile flame retardants, including 500 tons/year of cyclic phosphazene sulfonate sodium and 1,000 tons/year of hexakis(2-allylphenoxy)cyclotriphosphazene [4]. Group 4: Company Background - Jiangxi Zhanding Materials Co., Ltd. was established in October 2024 and is located in the ecological high-tech zone of Jinxian County, Jiangxi Province. The company specializes in the research, development, manufacturing, and sales of fluorinated electronic chemicals [5]. - The company aims to become a primary supplier of electronic-grade materials for the semiconductor market, serving high-tech industries such as electronics and semiconductor integrated circuit manufacturing, with products exported to multiple countries [5].

Robotics - Xince Standard: The joint venture Xince Standard (Suzhou) Robot Technology Co., Ltd. has not generated any business revenue [1] - High Measurement Co.: The composite tungsten wire tendon rope used in humanoid robots has formed small batch orders [1] - Hongqi Chain Store: The company's robot project is currently under development [1] - Shuangfei Group: The company will actively seek cooperation opportunities with humanoid robot clients [1] Liquid Cooling - Hu塑科技: The company has not yet cooperated with Vidi Technology to develop a dedicated BMU solution for liquid cooling systems [1] Other Developments - Aerospace Electric: The company's connectors, cables, and motors have been applied in supporting new energy vehicles [1] - Zhuoyi Information: The company's BIOS products have a layout in the Harmony ecosystem [1] - Fuxin Technology: The company has initiated the development of the Micro TEC project for 1.6T optical modules [1] - Qiaofeng Intelligent: The company's CNC machine tool products can be applied in the processing of folding screen structural components [1] - Airo Energy: The company's technology and products do not involve AIDC [1] - Sande Technology: There is strong demand, and the revenue growth of the company's unmanned intelligent equipment is sustainable [1] - Yingjie Electric: The demand for nuclear fusion-related power supplies may form an increment in the second half of this year and the first half of next year [1] - Tongguan Copper Foil: The company has sufficient orders for copper foil products, and prices will be adjusted according to market conditions [1]