从DeepSeek主动拥抱国产芯片生态，到一批国产超节点服务器陆续登场，国产算力产业链的合纵连横 大时代正在开启。 2025中国算力大会期间，21世纪经济报道记者多方走访发现，国产算力生态链，一方面在从芯片到服务 器再到智算集群的一整条路径上，通过产业聚合方式寻求更高效的解法；另一方面，大模型厂商和平台 型厂商也在加速推动应用更快、更好落地。 一名芯片公司高管对21世纪经济报道记者指出，"我们很高兴看到，UE8M0 FP8这样的路线会被 DeepSeek投入到具体应用中，同时也很乐于见到，有DeepSeek这类企业告诉大家哪些是趋势。这可以 让我们国产芯片厂商，未来有更多机会与模型厂商发挥协同作用，共同让计算效率提升到新的水平。" 联想集团副总裁、中国基础设施业务群总经理陈振宽接受21世纪经济报道记者采访时则指出，"最近超 节点非常热，这个属于Scale up的范畴，我们已开始投入资源来开发超节点技术和产品，重点就是对互 联网络技术的研发；在Scale out的集群上，我们重点投入推理场景下的PD分离技术，助力算力集群的 Token生产效率。" 大会期间发布的"年度重大突破成果"，更是凸显出国内计算、通信、电 ...

格隆汇8月27日｜A股液冷服务器概念股盘中再度拉升，其中，英维克涨停续创历史新高，科华数据涨 超7%，申菱环境、科士达涨超5%，利欧股份、飞龙股份、高澜股份、飞荣达等跟涨。 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The article highlights the importance of weekly announcements from Sunday to Thursday, focusing on significant stock market events such as suspensions, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers, with key announcements marked in red to assist investors in identifying investment hotspots and mitigating potential black swan events [1] - A company is noted for providing a complete liquid cooling solution, primarily serving intelligent computing centers, indicating a strong position in the data center market [1] - Another company has established a project team for humanoid robot connectors, integrating optical modules and copper cables for high-speed connections, suggesting a focus on advanced technology and military applications [1] - A third company has reported a nearly 23-fold year-on-year increase in net profit for the first half of the year and has formed a strategic partnership with Zhiyuan Robotics, emphasizing its growth in computing power and robotics [1]

（编辑 袁冠琳） 证券日报网讯 广电运通8月22日发布公告，在公司回答调研者提问时表示，广电五舟于近期的发布会上 联合推出了鲲鹏双路训推一体服务器S74AK3、AIStack一体机、大模型一体机、PAM特权账号管理一体 机、工业软件加速一体机等五大创新产品矩阵，全面支撑"AI+"在各行业的落地应用。入驻广电运通数 据产业园之后，广电五舟将全方位对接广州数科集团和广电运通在人工智能、大数据、物联网等领域的 技术积累与市场资源，重点推进资源协同、技术融合及市场联动，提升算力服务的行业适配性与落地效 率。广电五舟聚焦于智能计算、高性能计算、云计算、边缘计算四个算力+存力的业务方向，全面布局 AI算力基础设施，致力于打造安全、自主、高效的国产化智算底座。主要有三个方面的战略布局：第 一，深耕国产化AI算力底座。以广电五舟鲲鹏双路训推一体服务器S74AK3为例，机器支持训练与推理 一体化部署，已在政府、金融、教育科研等关键行业及领域成功落地，能够支撑多行业的智能化升级。 第二，强化软硬一体化能力。以服务器的国产化、差异化和软硬一体化为核心业务，提供"硬件打底、 软件赋能、服务落地"的全栈协同的AI算力。第三，构建开放协 ...

经济观察网 据新华三微信公众号消息，紫光股份（000938）旗下新华三集团近日推出全新存储型服务 器——UniServer R3350 G7，以高效、敏捷、可靠三大核心价值，打造面向AI时代的数据基石。 ...

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, while the total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, an increase of 15.8 billion yuan compared to the previous trading day, marking the seventh consecutive day of trading volume exceeding 2 trillion yuan [1] - Over 3,000 stocks declined, indicating a bearish sentiment in the market, while sectors such as oil and gas, digital currency, beauty care, and banking showed gains, contrasting with declines in rare earth permanent magnets, PEEK materials, liquid cooling servers, and CPO sectors [1] Policy and Financial Tools - A new policy financial tool is set to be launched with a funding scale of 500 billion yuan, focusing on emerging industries and infrastructure, including digital economy, artificial intelligence, and low-altitude economy, with participation from policy banks such as the China Development Bank, Agricultural Development Bank of China, and China Export-Import Bank [1] Industry Insights - Guojin Securities reported that the demand for liquid cooling solutions is rapidly increasing due to enhanced computing power in AI servers, with various existing liquid cooling solutions including cold plate, immersion, and spray cooling methods [2] - The demand for electronic fluorinated liquids is expected to rise significantly, driven by the increase in AI server shipments, presenting structural opportunities in the market [2] - Longjiang Securities highlighted that the domestic computing power sector is gaining traction, with China Mobile's recent announcement of a 1.7 billion yuan AI server procurement, where ZTE secured over 50% of the total bid [2] Market Trends - The market maintained stability above the 5-day moving average, with the Shanghai Composite Index reaching a ten-year high, supported by bank stocks [3] - The trading volume has consistently remained above 2 trillion yuan, indicating strong trading sentiment without clear signs of short-term weakness [3] - As the index approaches 3,800 points, there may be a need for consolidation, with funds likely to shift between high and low-performing stocks [3]

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 ...

Group 1 - A-shares showed mixed performance on August 20, with the ChiNext Index dropping over 1%, led by declines in the pharmaceutical and communication sectors [1] - The liquid cooling server concept stocks gained strength, with Inspur Information hitting a 10% limit up, indicating a positive trend in this segment [1] - According to Industrial Securities, the liquid cooling market has reached a turning point, with increased shipments of GB200 and GB300 cabinet-level solutions, and a growing demand for liquid cooling technology in various applications [1] Group 2 - North American cloud vendors continue to expand capital expenditures, reflecting strong demand for AI computing power, which is expected to benefit the domestic computing power industry chain [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as optical modules, computing power leasing, data centers, AI servers, and liquid cooling [2] - The Cloud Computing 50 ETF (516630) has the lowest total fee rate for tracking this index, making it an attractive investment option [2]

Group 1 - The core viewpoint is that the increasing power density of AI chips and servers is driving the transition from air cooling to liquid cooling systems, which are expected to become the dominant solution in the AI era [2][4] - Vertiv predicts that by 2029, the power of a single AIGPU cabinet will exceed 1MW and a single AIPOD will exceed 500kW, posing challenges for cooling systems [2][4] - As rack density rises to 20kW, the advantages of liquid cooling become more pronounced, particularly in terms of energy efficiency and reduced system power consumption [2][4] Group 2 - The liquid cooling market in China is projected to grow by 67.0% year-on-year in 2024, reaching a market size of $2.37 billion, with a CAGR of 46.8% expected from 2024 to 2029 [4][5] - The global AI server liquid cooling market is estimated to reach $3.07 billion in 2025 and $8.58 billion in 2026 [4][5] - The liquid cooling industry is characterized by various technologies, with cold plate liquid cooling leading the way, while immersion and spray cooling are still in the early stages of technological exploration [3][4] Group 3 - The industry chain is rapidly evolving, with upstream components (cold plates, CDU, quick connectors) and midstream players (server manufacturers, solution providers) accelerating their layouts, while downstream cloud providers are adopting liquid cooling at scale [4][5] - Companies such as Vertiv (VRT.US), and others in the supply chain, are recommended for attention due to their technological leadership and active engagement in liquid cooling technology [5]

A股三大指数集体收涨，截至收盘，沪指涨0.85%，深成指涨1.73%，创业板指涨2.84%，北证50指数涨 6.79%，沪深京三市全天成交额28091亿元，较上日放量5363亿元。全市场超4000只个股上涨。板块题 材上，影视传媒、液冷服务器、华为海思概念走高，贵金属板块调整。盘面上，影视传媒板块走强，欢 瑞世纪、慈文传媒股涨停。液冷服务器板块全线走强，曙光数创30CM涨停，高澜技术、强瑞技术 20CM涨停封板。川润股份、金田股份等数十只个股涨停封板。华为海思概念股走强，晶赛科技30CM 涨停，深圳华强、好上好涨停封板。贵金属板块调整，山东黄金、招金黄金跌超1%。 ...