Group 1 - The company, Dayuan Pump Industry (603757.SH), has issued a notice regarding recent stock price fluctuations, indicating that there is significant market interest in the data center liquid cooling sector [1] - The liquid cooling temperature control business is part of the company's existing operations, and recent products are related to this field [1] - In the first quarter of 2025, the company's identifiable sales revenue from products directly used for data center liquid cooling is approximately 1.6 million yuan, which accounts for 0.43% of the company's total operating revenue, indicating a minimal impact on financial statements [1] Group 2 - The company acknowledges that there is considerable uncertainty regarding the development of this business segment [1] - Investors are advised to be cautious and make rational investment decisions in light of the potential risks associated with this business area [1]

Core Viewpoint - The company has noted increased market attention on the data center liquid cooling industry and has confirmed that its liquid cooling temperature control business is part of its existing operations [1] Group 1: Business Overview - The company's liquid cooling temperature control business has products that are relevant to the data center liquid cooling sector [1] - In the first quarter of 2025, the company anticipates that the sales revenue directly related to products used for data center liquid cooling will be approximately 1.6 million yuan, which represents 0.43% of the company's total operating revenue [1] Group 2: Financial Impact - The identified revenue from liquid cooling products is expected to have a minimal impact on the company's financial statements [1] - There is significant uncertainty regarding the development of this business segment [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在2024年年报中提到，2025年经营目标及重点工 作内容包括：落实跟进厂房的建设进度，评估相关设备的采购，新厂房的布局规划。 请问厂房相关的 进度到什么阶段了？今年计划大概什么规模的投资？ 凌霄泵业（002884.SZ）8月14日在投资者互动平台表示，公司根据各品类产品的市场需求情况进行产能 扩张，近年来，CA泵，立式不锈钢泵的销售有所增长，公司根据该品类销售情况相应拓展了生产场 地，并投入了新的生产线。 ...

Group 1 - The company has a product, the MLS series liquid cooling shield pump, that is applicable for liquid cooling servers [2] - The business related to liquid cooling currently represents a small portion of the company's overall performance and does not have a significant impact on its financial results [2] - The company plans to continuously monitor customer demand in this area and improve its products accordingly [2]

Core Viewpoint - The stock of Dayuan Pump Industry (603757.SH) has experienced a continuous price increase, reaching the daily limit for four consecutive trading days since August 11, 2025, indicating potential market overheating despite no significant changes in the company's fundamentals [1] Summary by Relevant Sections Stock Performance - The stock has shown a daily average turnover rate of 6.06% over the 11 trading days since July 31, 2025, which is significantly higher than its usual turnover rate [1] Business Operations - The company has noted increased market interest in the liquid cooling sector for data centers, but after internal review, it confirmed that its liquid cooling temperature control business is part of its original operations [1] - In the first quarter of 2025, sales revenue from related products amounted to approximately 1.6 million yuan, accounting for 0.43% of the company's total operating revenue, indicating a minimal impact on the financial statements [1] - The business development in this area faces considerable uncertainty [1]

Core Viewpoint - The company, Dayuan Pump Industry (603757.SH), has reported unusual stock trading fluctuations and noted increased market interest in the data center liquid cooling sector, indicating a potential area of focus for future growth [1] Group 1: Business Overview - The liquid cooling temperature control business is part of the company's existing operations, with recent products related to this field [1] - The company anticipates that by the first quarter of 2025, the identifiable sales revenue from products directly used for data center liquid cooling will be approximately 1.6 million yuan, which represents about 0.43% of the company's total operating revenue [1] - The impact of this revenue on the company's financial statements is minimal, but there is significant uncertainty regarding the development of this business segment [1]

Core Viewpoint - The company Southern Pump Industry's wholly-owned subsidiary TIGERFLOW is engaged in liquid cooling business in North America, but customer information is considered a trade secret and cannot be disclosed [1] Group 1 - The company has a subsidiary named TIGERFLOW that operates in the North American market [1] - TIGERFLOW is involved in the liquid cooling sector, indicating a focus on advanced cooling technologies [1] - Customer information related to TIGERFLOW's operations is confidential and not available for public disclosure [1]

Group 1 - The company, Taifu Pump Industry, indicated that its liquid-cooled shield pump (MLS series) is designed for use in liquid-cooled server applications [2] - Currently, the revenue generated from this product line is relatively small compared to the overall revenue scale of the company [2]

Group 1 - The company has a specific product in the liquid cooling server sector, namely the MLS series liquid cooling shield pump [2] - Currently, the revenue generated from this product is relatively small compared to the overall revenue scale of the company [2]

Core Viewpoint - The company is experiencing significant growth in its liquid cooling temperature control business, with projected revenues and strong demand driven by various high-power sectors [1] Group 1: Business Performance - In 2024, the company's liquid cooling temperature control business is expected to achieve revenue of approximately 90 million yuan, representing a year-on-year growth of over 80% [1] - In the first quarter of 2025, the company anticipates revenue of around 30 million yuan from its liquid cooling temperature control business, indicating a more than double year-on-year increase [1] Group 2: Market Demand and Strategy - The demand for temperature control in high-power sectors such as energy storage wind power, computing services, new energy vehicles, power supply equipment, and laser anti-drone technology is rapidly growing [1] - The company plans to increase its research and development efforts, enhance product forms and competitiveness, and scale up production capacity to improve market share, focusing on key customers as breakthrough points [1]