进入2026年，热管理技术已不再局限于传统的"散热"，它成为了制约算力突破、能源效率与产品可靠性的核心命脉。随着AI大规模算力集群、智能汽车、半 导体、深空/低空飞行器等前沿领域的跨越式发展，行业对热管理方案的精准度与能效比提出了近乎苛刻的要求。基于此， " 洞见热管理2026 " 系列活动 将以" 上海+深圳 " 双展联动模式 ，搭建起贯穿产、学、研、用的全产业链对接平台，旨在汇聚全球智慧，攻克温控难题，定义新一代热力平衡标准。 01 6月10日 上海站：未来产业之基！聚焦液冷板、芯片与功率器件热管理 2026未来产业新材料博览会 （FINE2026） 将于 6月10-12日 在上海新国际博览中心隆重举行。上海站规模宏大展出面积达 50,000平方米（N1-N5） ， 300+场 战略与前沿科技报告， 预计吸引超过10万+名专业观众。 同期 N2馆 特设 "2026热管理液冷板产业展"与"AI芯片及功率器件热管理展区" ，聚焦高热流密度场景下的工程难题。（ 可点击下方图片超链接查看详细介绍 ） | FINE 2026 × Ind iTher M | 中国未来产业崛起引领全球新材料创新发展 | | | | - ...

Core Insights - The article emphasizes that thermal management technology is crucial for breakthroughs in computing power, energy efficiency, and product reliability, especially in advanced fields like AI, smart vehicles, and semiconductors [2] - The "洞见热管理2026" series aims to create a comprehensive platform for industry, academia, research, and application to address thermal control challenges and establish new thermal balance standards [2] Group 1: Event Overview - The 2026 Future Industry New Materials Expo (FINE2026) will take place from June 10-12 at the Shanghai New International Expo Center, featuring an exhibition area of 50,000 square meters and over 300 strategic and cutting-edge technology reports, expecting to attract more than 100,000 professional visitors [3] - The Shanghai event will focus on high heat flux density scenarios, showcasing liquid cooling plates, AI chips, and power device thermal management [6] Group 2: Shanghai Event Highlights - The Shanghai exhibition will emphasize the integration of the Yangtze River Delta industrial cluster, particularly in data centers, new energy vehicles, semiconductors, energy storage systems, and large power facilities [8] - Key topics will include battery thermal management under high-power fast charging, automotive-grade power module cooling, and industrial-grade heat exchange solutions aimed at carbon neutrality [8] Group 3: Shenzhen Event Overview - The seventh Thermal Management Industry Conference and Expo (iTherM2026) will be held in Shenzhen in December 2026, focusing on the flexibility of technology and rapid market response [9] - The Shenzhen event will address the thermal challenges of miniaturized and integrated electronic devices and chips, providing a one-stop value connection platform for the thermal management industry [9] Group 4: Shenzhen Event Highlights - The Shenzhen exhibition will spotlight AI computing servers, smartphones, wearable devices, and low-altitude economy sectors, showcasing immersion cooling technology and new thermal interface materials for compact spaces [11] - The event aims to facilitate the commercialization of innovative technologies and provide a platform for startups and tech giants to showcase their ideas [11] Group 5: Previous Event Recap - The 2025 Shenzhen Thermal Management Expo featured numerous companies presenting new materials, processes, and system-level cooling solutions, attracting significant engagement from engineers and professionals [12] - The event successfully transitioned from "display" to "connection," highlighting the importance of industry collaboration and the rapid generation of cooperation intentions [16]

进入2026年，热管理技术已不再局限于传统的"散热"，它成为了制约算力突破、能源效率与产品可靠性的核心命脉。随着AI大规模算力集群、智能汽车、半 导体、深空/低空飞行器等前沿领域的跨越式发展，行业对热管理方案的精准度与能效比提出了近乎苛刻的要求。基于此， " 洞见热管理2026 " 系列活动 将以" 上海+深圳 " 双展联动模式 ，搭建起贯穿产、学、研、用的全产业链对接平台，旨在汇聚全球智慧，攻克温控难题，定义新一代热力平衡标准。 01 6月10日 上海站：未来产业之基！聚焦液冷板、芯片与功率器件热管理 2026未来产业新材料博览会 （FINE2026） 将于 6月10-12日 在上海新国际博览中心隆重举行。上海站规模宏大展出面积达 50,000平方米（N1-N5） ， 300+场 战略与前沿科技报告， 预计吸引超过10万+名专业观众。 同期 N2馆 特设 "2026热管理液冷板产业展"与"AI芯片及功率器件热管理展区" ，聚焦高热流密度场景下的工程难题。（ 可点击下方图片超链接查看详细介绍 ） | FINE 2026 × Ind iTher M | 中国未来产业崛起引领全球新材料创新发展 | | | | - ...

Core Viewpoint - Feirongda (300602.SZ) has a certain level of technological reserve in microchannel liquid cooling plate technology, positioning itself as a leading enterprise in domestic thermal management solutions [1] Group 1: Company Overview - The company offers a wide range of thermal management products and continuously develops new technologies and products to meet market demands [1] - Feirongda aims to satisfy various customer needs across different product types, usage environments, and levels of application [1] Group 2: Industry Positioning - The company will continue to monitor developments in relevant technological fields to enhance its overall competitive advantage [1]

Core Viewpoint - The company, Invt, has successfully developed motor products that utilize three types of thermal management technologies: natural cooling, air cooling, and water cooling, which can meet diverse customer needs across various scenarios [2] Group 1 - The company's motor products are mature and have been applied in natural cooling, air cooling, and water cooling thermal management solutions [2] - These technologies are designed to adapt to multiple customer requirements in different environments [2]

Core Viewpoint - The article emphasizes the importance of liquid cooling technology in the electric vehicle and energy storage markets, highlighting the emergence of key suppliers in the Yangtze River Delta region that possess core welding and precision processing capabilities [2]. Group 1: Liquid Cooling Plate Technology Routes - The liquid cooling plate technology is categorized into four main types based on manufacturing processes and application scenarios: 1. Roll-bonded: This method involves two layers of aluminum plates, which are combined and inflated to form flow channels. It is cost-effective, has high heat exchange efficiency, and is widely used in cost-sensitive passenger vehicles and small energy storage systems [3]. 2. Stamping & Brazing: This technique involves stamping aluminum plates into flow channel shapes and connecting them with a cover plate through vacuum brazing or continuous brazing. It offers high structural strength and flexible flow channel design, making it suitable for complex thermal management needs, currently the most mainstream solution for power battery packs [4]. 3. Extruded/Harmonica Tube: This method uses molds for direct extrusion, followed by cutting and welding. It has excellent pressure resistance and high standardization, commonly used in commercial vehicle battery packs or standardized energy storage modules [6]. 4. FSW/Diffusion Bonding: This solid-state connection technology achieves sealing through physical pressure or atomic diffusion, providing high weld strength and superior sealing performance, ideal for high-end passenger vehicles, marine applications, military, and high-power heat dissipation fields [9]. Group 2: Key Companies in the Yangtze River Delta - A compilation of over 30 core manufacturers in the Yangtze River Delta region specializing in battery and energy storage liquid cooling plates includes: - Sanhua Holding Group: A global leader in thermal management, providing system-level solutions and control components for automotive, building HVAC, and home appliances [11]. - Zhejiang Yinlun Machinery: A leading listed company in thermal management with four core product platforms, serving commercial vehicles, passenger vehicles, new energy, and industrial sectors [11]. - Jiangsu Jingyan Technology: A leader in MIM technology focusing on edge computing liquid cooling and precision structural components for consumer electronics, automotive, energy storage, and servers [11]. - Kexin New Energy (Ruitai): Offers various types of power/storage liquid cooling plates, including roll-bonded and stamping & brazing types, for power batteries, energy storage, and 5G communication [11]. - Nabichuan New Energy: Provides a full range of cooling plates including harmonica tube, stamping, and extruded types for automotive engines and power battery thermal management [11]. - Suzhou Zhengbei Connection: Focuses on connector and liquid cooling connection solutions with core patented conductive technology for new energy vehicles, energy storage, and data centers [11]. - Changzhou Hengchuang Thermal Management: Engages in automated production across the entire industry chain, including heat dissipation modules, heat exchangers, and components for automotive, energy storage, base stations, and refrigeration [11]. Group 3: Upcoming Industry Events - The FINE 2026 Thermal Management Liquid Cooling Plate Industry Exhibition is scheduled for June 10-12, 2026, at the Shanghai New International Expo Center, featuring a comprehensive coverage of the industry chain and showcasing the latest technologies in roll-bonding, brazing, and friction welding [13][14].

Core Viewpoint - The article highlights the rapid growth and innovation in China's new materials industry, particularly in the context of the Future Industries New Materials Expo 2026, showcasing advancements in various sectors including energy storage and automotive applications [5][8]. Company Overview - Nanbaichuan officially listed on the Shenzhen Stock Exchange's Growth Enterprise Market on December 23, with an initial public offering of 27.92 million shares at a price of 22.63 yuan per share. The stock opened at 60.00 yuan, peaking at 180 yuan, and closed at 115 yuan, reflecting a 408% increase [1]. - Established in 2007, Nanbaichuan focuses on thermal management products for electric vehicle batteries, fuel vehicle power systems, and energy storage batteries, with key products including battery liquid cooling plates and engine radiators [1][2]. Financial Performance - Revenue is projected to grow from 1.031 billion yuan in 2022 to 1.437 billion yuan in 2024, with Q1 2025 revenue reported at 337 million yuan [1][2]. - R&D expenses are expected to increase from 34.07 million yuan in 2022 to 54.11 million yuan in 2024, indicating a commitment to innovation [2]. Technological Advancements - As of Q1 2025, Nanbaichuan has secured 203 authorized patents, including 20 invention patents and 183 utility model patents, forming a core technology system that encompasses temperature control, lightweight technology, and quality control optimization [2]. - The company has established a comprehensive customer base, collaborating with major automotive manufacturers such as NIO, Xpeng, and Toyota, and has adapted products for over 200 vehicle models [2]. Market Position - Nanbaichuan has successfully entered the supply chains of leading energy storage companies like CATL and Sungrow, with revenue from the energy storage sector projected to account for 23.96% in 2024 [2].

Core Viewpoint - The company emphasizes that cold plate liquid cooling and immersion liquid cooling are complementary technologies for different application scenarios, with cold plate technology remaining the mainstream solution in the market, while immersion cooling shows unique technical value in ultra-high power density scenarios [1] Group 1 - The company has two technology routes, with the "key technology and application of immersion liquid cooling equipment for data centers" recognized as reaching an internationally advanced level [1] - The company plans to continue exploring and iterating on thermal management innovation technologies [1]

Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, focusing on thermal management system solutions [4] - The company has two main development phases: before 2017 focused on automotive thermal management components, and from 2017 onwards, expanding into civilian markets [4][5] Product Development - The company has established four R&D centers in Shanghai, Wuhu, Neixiang, and Xixia, with a focus on new energy thermal management components [4] - Current product offerings include electronic pumps and temperature control valves, with sales covering over 200 domestic and international clients [4][5] Subsidiary Information - Anhui Hangyi Technology Co., Ltd. was established in July 2025 with a registered capital of 50 million RMB, focusing on non-automotive liquid cooling pumps [5] - Hangyi Technology aims to become a leader in liquid cooling pump technology, offering solutions ranging from 8W to 37kW [5] Market Position and Strategy - The company is expanding its product applications in various sectors, including 5G base stations, AI cooling, and renewable energy [8][9] - The average price of electronic pumps in the civilian sector is currently higher than in the automotive sector, indicating a lucrative market opportunity [8] Customer Engagement - The company has established partnerships with over 40 leading firms in the server liquid cooling sector, including HP and Delta [9] - The company is actively developing multiple liquid cooling technologies to enhance its market position [10] Production Capacity and Global Expansion - The company has sufficient production capacity to meet rapid growth in the liquid cooling sector and is planning to expand capacity dynamically [11] - The first overseas smart factory in Thailand was completed in June 2025, focusing on engine thermal management products and new energy thermal management products [12] Risk Management - In response to U.S. tariff policies, the company is accelerating the construction of its Thailand production base and diversifying its international market strategy [12] Future Outlook - The company aims to leverage its core strengths in the automotive sector while expanding into high-growth areas such as commercial liquid cooling and energy storage systems [12]

Core Viewpoint - The conference emphasizes the importance of thermal management technology in various key sectors, including AI computing, advanced packaging, new energy, and electric vehicles, aiming to drive innovation and collaboration within the industry [2][5][19]. Group 1: Conference Overview - The 6th Thermal Management Industry Conference and Expo, hosted by DT New Materials, took place in Shenzhen, gathering experts from academia and industry to discuss technological innovations and engineering practices in thermal management [2]. - The conference featured multiple forums and discussions on trending applications such as AI data centers, advanced packaging, power devices, and liquid cooling technology, providing a comprehensive communication platform for the industry [4][19]. Group 2: Keynote Highlights - Dr. Zhang Lisheng, CEO of DT New Materials, highlighted Shenzhen's role as a hub for electronic information and advanced manufacturing, aiming to create a robust ecosystem for thermal management, integrated circuits, and new materials [5][7]. - Notable presentations included topics on directional heat transfer mechanisms, thermal management in communication and AI products, and intelligent thermal control mechanisms, showcasing advancements in materials and system-level solutions [9][10][12][14][16]. Group 3: Industry Trends and Innovations - The conference discussions revealed key trends such as high heat flux density, advanced packaging, and the engineering of liquid cooling systems, indicating the main development lines for the industry over the next 3-5 years [52]. - The exhibition area featured numerous new products and solutions, facilitating direct interactions between engineers and procurement leaders, leading to potential collaborations [53]. Group 4: Future Outlook - The conference aims to create tangible value for the industry through connectivity and collaboration, with ongoing discussions between academic experts and industry representatives for future research and project implementations [56][59]. - More forums and significant content updates are expected in the following days, reflecting the growing importance of thermal management in the era of increased computational power [59].