Core Viewpoint - In the first half of 2025, the company reported significant revenue growth driven by increased sales of energy-efficient temperature control products for data centers and related sectors [1][2]. Financial Performance - The company achieved a revenue of 2.573 billion yuan, representing a year-on-year increase of 50.25% [1]. - The net profit attributable to shareholders was 216 million yuan, reflecting a year-on-year growth of 17.54% [1]. Product and Service Offering - The company specializes in precision temperature control and energy-saving solutions, catering to various sectors including cloud computing data centers, power grids, and electric vehicle charging stations [1]. - The main focus of the company's temperature control products is on providing specialized solutions for data centers, computing equipment, and high-precision laboratories [1]. Liquid Cooling Business - The liquid cooling business has seen accelerated adoption due to the high-density heat trends in computing equipment and data centers, with related revenue exceeding 200 million yuan during the reporting period [2]. - The company emphasizes a "platform-based" approach and a systematic methodology as key competitive advantages in the liquid cooling sector [2]. Market Performance - The company's stock price has shown strong performance, with monthly increases of 35.34% in July and 74.58% in August, driven by market interest in AI computing themes [2]. - The company has issued multiple announcements regarding stock price fluctuations, confirming no undisclosed significant information affecting stock trading [2]. Future Outlook - The company aims to leverage its technological innovations in both air and liquid cooling to expand its customer base in domestic and international data center and computing equipment sectors [3]. - The company has established a comprehensive capability in liquid cooling technology, products, and solutions [3].

Group 1 - The company has applied its liquid cooling technology and temperature control products in various fields, including rail transit vehicles, new energy vehicles, data centers, and energy storage temperature control [2] - The company emphasizes continuous innovation and ongoing research and development of new technologies and products to meet market and customer demands [2]

Group 1 - The core viewpoint of the article highlights that Langjin Technology (300594.SZ) has successfully applied its liquid cooling technology and temperature control products in various sectors, including rail transit vehicles, new energy vehicles, data centers, and energy storage temperature control [1] - The company emphasizes its commitment to continuous innovation and ongoing research and development of new technologies and products to meet market and customer demands [1] - Langjin Technology is focused on enhancing its liquid cooling technology products to satisfy diverse customer needs [1]

Core Viewpoint - Longjin Technology (300594) has confirmed that its liquid cooling technology and temperature control products are being applied in various sectors including rail transit vehicles, new energy vehicles comprehensive thermal management, data centers, and energy storage temperature control [1] Company Summary - Longjin Technology's liquid cooling technology is utilized in rail transit vehicles [1] - The company’s temperature control products are also applied in new energy vehicles for comprehensive thermal management [1] - The technology is further implemented in data centers and energy storage temperature control systems [1]

Group 1 - The company Tongfei Co., Ltd. (SZ 300990) announced a temporary board meeting on August 14, 2025, to discuss the adjustment of the audit committee members [2] - For the fiscal year 2024, the revenue composition of Tongfei Co., Ltd. is as follows: power electronic devices account for 67.19%, CNC equipment temperature control products account for 29.94%, and others account for 2.87% [2]

Company Overview - Ingevic Technology Co., Ltd. is a leading technology company based in Longhua District, Shenzhen, specializing in precision temperature control and energy-saving equipment [1] - The company provides services in various fields including data center temperature control, integration and general contracting, cabinet temperature control, electronic heat dissipation, and liquid cooling temperature control [1] - Ingevic has supplied over 3 million sets of high-efficiency cooling and natural cooling products to well-known domestic and international companies such as Huawei, ZTE, and Eltek [1] Financial Performance - For the period from January to March 2025, Ingevic achieved operating revenue of 933 million yuan, representing a year-on-year increase of 25.07% [1] - The net profit attributable to shareholders was 48.01 million yuan, which reflects a year-on-year decrease of 22.53% [1] Market Activity - On August 14, Ingevic's stock price increased by 6.63%, reaching 60.78 yuan per share, with a trading volume of 4.57 billion yuan and a turnover rate of 9.47% [1] - As of July 31, the number of shareholders for Ingevic was 63,300, with an average of 13,300 circulating shares per person [1] - The total market capitalization of Ingevic is 58.876 billion yuan [1]

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依米康8月11日在机构调研中就"液冷与风冷的应用场景及时间节奏如何看？"的问题表示，公司预估海 外上液冷的节奏会更快，以欧美带头的AI服务器最快于明年进入冷板液冷时代，进入到了AI工厂时 代，中东、日韩紧随其后。东南亚受美国政策影响，在建设节奏上稍微会慢一点。受相应政策，及既有 方案稳定性、适配性及经济性的影响，国内近几年仍会以风液同源为主。公司拥有市场全部温控方案的 产品与技术。在经营思路上，锚定未来温控技术方向，根据国内及海外不同区域市场输出产品；在保障 业绩的基础上储备技术、产品、渠道，以支撑公司的后续发展。 ...

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