Core Viewpoint - The article emphasizes the importance of the Aucma BC/BD-312DHX Blue Cold Freezer as a reliable appliance for preserving fresh food during the summer heat, highlighting its advanced features and aesthetic appeal. Group 1: Product Features - The Aucma BC/BD-312DHX Blue Cold Freezer can achieve a low temperature of -36℃, significantly enhancing its freezing capabilities compared to traditional freezers that operate between -18℃ and -25℃, thus preserving the freshness and moisture of food [2][3] - The freezer features an 80% reduction in frost accumulation, allowing users to manually defrost only once a year, which lowers maintenance costs and creates a better storage environment [5] - It utilizes electronic temperature control with a precision of 0.1℃, providing clear and easy operation, and minimizing temperature fluctuations that could affect food quality [5] Group 2: User Experience - The freezer is designed with an active pressure balance feature that allows easy opening of the door even in high-temperature conditions, enhancing user convenience [7] - Its aesthetic design combines a matte platinum gray body with a bright blue door, making it a visually appealing addition to any kitchen [1]

Group 1 - In July, the A-share market continued to rise, with the Shanghai Composite Index increasing by 3.74%, marking the third consecutive month of growth [2] - Over 700 listed companies participated in institutional research activities in July, indicating a high level of market activity [2][3] - Notably, several popular stocks that have seen price increases exceeding 10 times in recent years were involved in institutional research [7][8] Group 2 - Ice Wheel Environment (000811) was researched over 10 times in July, focusing on its marine economy product layout and low-carbon technology development [3][4] - Northern Rare Earth (600111) also had over 10 research sessions, discussing the growing demand for rare earth materials driven by new energy technologies and applications [5] - DAHUA Laser (002008) attracted attention from multiple foreign institutions, highlighting its overseas expansion and adaptation to diversified supply chains [6] Group 3 - New Yiseng (300502) and Shenghong Technology (300476), both significant gainers in the market, were subjects of institutional research, with their stock prices increasing over 10 times from their lows [8] - Other companies like Changsheng Bearing (300718) and Zhaojin Gold also experienced similar research interest due to their substantial price increases [8] - Despite the positive market sentiment, many companies are cautioning investors about potential risks associated with their stock price surges [9]

Core Viewpoint - In July, the A-share market continued to rise, with over 700 listed companies undergoing institutional research, indicating a robust interest from institutional investors [1][5]. Group 1: Market Performance - The A-share market showed strong performance in July, with the Shanghai Composite Index rising for the third consecutive month, accumulating a growth of 3.74%, which is an increase compared to the previous months of June and May [4]. - Institutional research activities remained active, with a total of over 700 listed companies being researched in July [5]. Group 2: Institutional Research Highlights - More than 20 listed companies were researched five times or more by institutions in July, with Ice Wheel Environment being researched over 10 times [6]. - Ice Wheel Environment discussed its product layout in the marine economy during a specific research meeting, highlighting its traditional advantages in ship refrigeration systems and its commitment to low-carbon energy solutions [6][7]. - Northern Rare Earth also received over 10 research sessions, expressing optimism about future demand in the rare earth industry driven by new energy technologies and applications [8]. - Dazhu Laser was among the top companies researched, with participation from several foreign institutions, discussing its overseas expansion and the diversification of manufacturing supply chains [9]. Group 3: Popular Stocks Under Research - Several popular stocks underwent institutional research in July, including Xinyi Technology and Shenghong Technology, both of which have seen their stock prices increase over 10 times from their lows in recent years [12][13]. - Other companies like Changsheng Bearings and Zhaojin Gold also experienced significant stock price increases and were included in the research activities [13]. Group 4: Industry Trends - The automotive, machinery, electronics, and power equipment sectors had a relatively high number of companies undergoing institutional research in July, indicating strong interest in these industries [10].

每经AI快讯，有投资者在投资者互动平台提问：今早贵司子公芜湖航逸在公众号官宣已经有160000台 的液冷泵进入国内外大型服务器集群作为CDU的核心关键，起到温控，液冷，降温的热管理作用。想 问下能具体透露一下布局在哪些地区国内有芜湖，贵安，乌兰察布，和林格尔吗？北美的田纳西州、印 第安纳、路易斯安纳是否有布局和参与？ （文章来源：每日经济新闻） 飞龙股份（002536.SZ）8月1日在投资者互动平台表示，公司2025年上半年液冷领域业务收入突破4000 万元，已与HP项目、亚浩电子、深圳兴奇宏、申菱环境、英维克、高澜股份等40多家行业领先企业建 立了紧密的合作关系。具体情况请关注公司《2025年半年度报告》。公司仍将持续拓展相关领域国内外 客户。 ...

Market Overview - A-shares experienced a mixed performance with over 3,400 stocks in the red and a half-day trading volume of 1.1 trillion, an increase of 56.19 billion compared to the previous trading day [1] - The Shanghai Composite Index fell by 0.68%, the Shenzhen Component Index decreased by 0.45%, while the ChiNext Index rose by 0.43% [1] - Open-source Securities maintains an optimistic long-term outlook for the market despite existing divergences, describing the current market as a "slowly rising oscillating market" [1] Sector Performance AI Hardware Stocks - AI hardware stocks collectively surged, with Zhongji Xuchuang and Xinyi Sheng reaching new historical highs, and companies like Lian Te Technology, Tianfu Communication, and Taicheng Guang also seeing gains [1][3] - Meta's second-quarter revenue was reported at $47.52 billion, a 22% year-over-year increase, exceeding expectations, which positively impacted the market [3] Liquid Cooling Server Sector - The liquid cooling server sector saw a rise, with Yingwei Ke achieving a two-day consecutive limit-up, and companies like Ice Wheel Environment and Chuanhuan Technology hitting the limit-up as well [1][4] - A report from Tianfeng Securities indicates that the value of the Socket solution is expected to increase from 600,000 to over 700,000, with significant changes in the usage of cold plates and quick connectors [4] Assisted Reproductive Technology - The assisted reproductive sector continued its strong performance, with Yangguang Dairy and Anzheng Fashion achieving three consecutive limit-ups, and companies like Gongtong Pharmaceutical and Hanshang Group hitting the limit-up [1][2] - The Beijing government announced measures to enhance reproductive support policies, including adjustments to medical insurance coverage for assisted reproductive technologies [2] Institutional Insights Industry Rotation - GF Securities highlights that the current focus should be on the Sci-Tech Innovation Board, noting that cyclical and financial sectors often act as engines for market initiation [5] - Recent months have seen strong performance from previously underperforming cyclical sectors such as steel, construction materials, and real estate, driven by themes like water station construction and urban renewal [5] Low-Valuation Assets - Guojin Securities suggests that despite the market nearing previous highs, there are still "low-valuation assets" worth exploring, as the current valuation expansion is not overly aggressive compared to fundamental recovery [6][7] - The ongoing domestic policies aim to support demand while promoting supply-side reforms, with expectations of improved return on equity (ROE) due to easing tariffs and the commencement of investment cycles [7] Market Sentiment - Dongfang Securities notes that the current A-share market is in a phase of sustained oscillation and upward movement, with ample trading volume attracting new capital [8] - The sentiment remains cautiously optimistic, with no immediate risk of market reversal, and the Shanghai Composite Index is expected to consolidate around the 3,600-point level before potentially expanding upward [8]

7月31日，A股走势分化。截至09:38，沪指跌0.41%，深成指涨0.10%，创业板指涨0.83%。 盘面上，AI硬件股集体走强，中际旭创、新易盛再创历史新高，联特科技、天孚通信、太辰光等跟涨; 液冷服务器概念拉升，英维克涨停，冰轮环境、川环科技等跟涨。下跌方面，军工、有色金属等板块指 数跌幅居前跌幅居前。 展望后市，东方证券认为，当前A股市场呈现持续震荡攀升态势，量能配合较为充沛，市场赚钱效应吸 引增量资金入场，谨慎乐观情绪持续积聚，市场暂时没有转向风险，沪综指3600点附近震荡整固后仍有 潜力拓展上升空间。。 热门板块 1、广发证券：从轮动的角度目前最值得关注的是科创板 广发证券认为，从行业轮动经验来看，周期与金融往往是启动的引擎，而"低位策略+催化"是行业轮动 的重要因素。从7月以来，在指数向上突破的过程中，确实也遵循了这一规律。比如，最近三个月涨幅 靠后的周期风格率先启动，钢铁、建材、建筑、地产、煤炭等前期表现较差的方向在近期反内卷、水电 站建设、城市更新等主题提振下，表现出较强的超额收益。 2、国金证券：仍有"低位资产"值得挖掘 国金证券认为，市场整体接近前高，但当前估值扩张相对于基本面修复的"超 ...

Core Insights - The modern cold chain storage equipment industry is focusing on efficiency, energy-saving, and intelligence as core development directions. Aucma's recently launched BC/BD-251PGSX series professional variable frequency deep-freezing cabinets have garnered significant attention in the market since their release [1] Group 1: Technology and Performance - The BC/BD-251PGSX series features flexible frequency technology that allows for precise temperature control by intelligently adjusting the compressor's power. The product meets national一级能效 standards, significantly reducing long-term operating costs [3] - The cabinets can maintain noise levels at 36 decibels, making them suitable for various environments, including homes and commercial spaces. They also offer a -40℃ rapid freezing function, which quickly lowers the temperature of food items while preserving their nutritional value and taste [3] Group 2: Service and Support - Aucma provides a ten-year free warranty on the core component, the variable frequency compressor, demonstrating the company's confidence in product quality. Users can also benefit from a 20% energy-saving subsidy due to the product meeting national energy efficiency standards, thus reducing acquisition costs while supporting national energy-saving initiatives [5] Group 3: Storage Capacity and Efficiency - The BC/BD-251PGSX series includes six product combinations with capacities ranging from 101 to 306 liters, catering to both household and commercial needs. For instance, the BC/BD-306PGSX model can freeze 18.5 kg of food within 12 hours, ensuring that meat and seafood reach safe storage temperatures quickly [5] - This strong freezing capability enhances food preservation efficiency and effectively inhibits microbial growth, ensuring food safety [5] Group 4: User Experience and Design - The series features a smart temperature control system with an upper front-mounted control panel, allowing users to adjust settings without bending down, which is particularly beneficial for elderly users. The temperature control accuracy is ±0.1℃, and the system has a memory function that restores settings after a power outage [6] - The cabinets are designed with a seamless exterior and embedded handles to minimize cold air leakage and reduce energy consumption. The industrial-grade materials used, such as star diamond titanium for the outer shell, ensure durability and ease of maintenance [8] Group 5: Hygiene and Safety - The cabinets are equipped with a Blue Shield frost prevention module and SDP+ silver ion sterilization technology, which significantly reduces frost accumulation and minimizes the need for manual defrosting. This technology also provides 24-hour antibacterial protection, effectively inhibiting common bacteria and ensuring a safe storage environment for food [10] - Aucma's professional variable frequency deep-freezing cabinets offer advanced technology, reliable quality, and user-friendly design, making them a trustworthy choice for both household food storage and commercial cold chain applications [10]

Core Viewpoint - Ice Wheel Environment (000811) is a leading enterprise in the refrigeration industry, with extensive experience and mature technology in concrete cooling for large hydropower projects, including notable applications in major dam projects [1] Group 1: Company Expertise - The company has successfully applied its technology in significant projects such as the Three Gorges Project, Xiluodu Hydropower Station, Xiangjiaba Hydropower Station, Wudongde Hydropower Station, and Baihetan Hydropower Station, showcasing its capability in high-altitude and cold-region concrete temperature control [1] - Ice Wheel Environment has developed solutions tailored to the high construction standards and complex geological conditions of the Yaxia Hydropower Project, indicating proactive planning for large-scale concrete construction temperature control needs [1] Group 2: Recent Developments - The company has recently undertaken the cold water machine project for the dam at the JX Hydropower Station in Tibet, further solidifying its position in the market for concrete cooling solutions in challenging environments [1]

Group 1 - The company Ice Wheel Environment focuses on providing advanced system solutions and full lifecycle services in the energy and power sectors, with main products including compressors and heat exchangers operating in a temperature range of -271℃ to 200℃ [1] - The company's products are applied in various fields such as food freezing, chemical production, and rail transportation, and it provides cooling equipment and heat exchange devices for data centers, recognized in the Ministry of Industry and Information Technology's directory of advanced applicable technologies for national green data centers [1] - In the nuclear power sector, the company has developed technologies for nuclear island cooling and nuclear energy heating, serving multiple nuclear power plants and possessing extensive domestic and international case studies, making it a global service provider for nuclear island refrigeration machines [1] Group 2 - The company has also ventured into the field of controlled nuclear fusion, developing ultra-low temperature helium compressors for magnetic confinement fusion devices, filling a domestic gap and supplying the Chinese Academy of Sciences' national laboratory [1] - In the marine economy, the company is laying out smart solutions for ship and marine green energy systems, providing marine refrigeration machines and BOG re-liquefaction devices to support deep-sea fishing and seafood processing vessels [1]

Group 1: Company Overview and Product Offerings - The company focuses on providing advanced system solutions and lifecycle services in the energy and power sectors, with products including compressors and heat exchangers, covering a temperature range of -271°C to 200°C [2] - The company has developed a full range of magnetic levitation compressor products, showcasing significant technological advantages and market performance, particularly noted during the Beijing Winter Olympics [2] - The company is involved in drafting national standards for centrifugal refrigerant compressors and oil-free suspended centrifugal chillers [2] Group 2: Applications in Data Centers - The company’s subsidiaries provide cooling equipment for data centers, including variable frequency centrifugal chillers and integrated natural cooling function screw chillers, which are listed in the Ministry of Industry and Information Technology's directory of advanced applicable technologies [2] - Successful projects include major data centers across China, such as the National Supercomputing Center in Guangzhou and various banks and telecom companies [2] - The company plans to launch upgraded products for data centers in July 2024, enhancing its competitive edge [2] Group 3: Nuclear Power Industry Products - The company has developed innovative technologies for nuclear power applications, focusing on core scenarios like nuclear island cooling and heat recovery [3] - It has supplied products to several nuclear power stations in China, ensuring safe and efficient operation [3] - The company is recognized for its contributions to the development of cooling systems for nuclear power plants, with extensive domestic and international case studies [3] Group 4: Industrial Heat Management - The company is a pioneer in industrial heat pump technology, promoting a comprehensive solution for industrial heat control [4] - It has been recognized as a national-level specialized "little giant" enterprise, with numerous patents and awards for its innovative technologies [4] - The company’s technologies are included in national energy-saving technology directories and have received various national awards [4] Group 5: Marine Economy Product Layout - The company is committed to high-quality development in the marine economy, focusing on ship refrigeration systems as a traditional strength [5] - It provides comprehensive smart solutions for deep-sea fishing and seafood processing industries, with certified ship refrigeration products widely used [5] - The company is actively developing low-carbon energy systems for marine applications, aligning with current industry demands [5]