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集泰股份(002909.SZ):公司的液冷硅油目前仍处于验证阶段
Ge Long Hui· 2025-12-12 07:13
Core Viewpoint - The company highlights the growing trend of immersion cooling technology in response to the surge in AI computing power demand and strict PUE regulations in data centers, indicating a significant market opportunity for silicon-based cooling oils as alternatives to traditional cooling liquids [1] Industry Trends - The demand for immersion cooling technology is increasing due to the rising AI computing power requirements and stringent PUE standards in the context of carbon neutrality [1] - The industry is moving towards silicon-based cooling oils, which offer superior insulation, heat resistance, and environmental benefits, especially with the tightening regulations on per- and polyfluoroalkyl substances (PFAS) [1] Company Developments - The company's immersion cooling silicon oil is currently in the validation stage and has not yet entered mass production or market launch [1] - The existing production lines of the company possess high flexibility for production, allowing for potential adaptation to market needs [1] - The company plans to continuously monitor industry technology trends and customer feedback to steadily advance the conversion of research and development results [1]