Group 1 - The company focuses its business segments primarily on compressors, vacuum pumps, and hydraulic pumps [1] - The company's main products do not include water pump products [1]

Core Viewpoint - The liquid cooling technology is poised for explosive growth as AI infrastructure demands increase, with liquid cooling pumps being the "heart" of these systems, directly influencing efficiency and energy consumption [2][3]. Industry Overview - The demand for liquid cooling technology is rising due to the limitations of traditional air cooling in efficiency and energy use, with liquid cooling expected to become a standard in data centers, reducing Power Usage Effectiveness (PUE) to below 1.1 [3]. - The market for liquid cooling is expanding rapidly, driven by the surge in demand for computing power from sectors like electric vehicles and energy storage [3]. Company Insights - The company has a competitive edge in the liquid cooling sector due to 35 years of technological expertise, particularly in high-end shielded pumps that ensure zero leakage of hazardous materials [3][4]. - The company's liquid cooling business is projected to achieve approximately 90 million yuan in revenue for 2024, marking over 80% year-on-year growth, and has successfully entered the supply chains of major clients like ZTE and Inspur [3][4]. - The company has established independent sales and technical teams to respond quickly to customer needs, emphasizing collaboration and iterative development [4]. Strategic Direction - The company aims to transition from a traditional manufacturing entity to a modern industrial brand with global influence, focusing on high-value products rather than engaging in price wars [5]. - The company plans to enhance its research and development efforts, aiming for rapid iteration and optimization of liquid cooling pump solutions while narrowing the gap with international brands [5][6]. - The company is expanding internationally, with plans to establish a factory in Thailand and a subsidiary in Singapore, while also targeting emerging markets in the Middle East and Central Asia [6]. Future Outlook - The company envisions becoming an indispensable player in the liquid cooling market as it becomes a standard in data centers, leveraging its strong technical foundation and strategic planning to capture significant market share globally [6].

Core Viewpoint - The liquid cooling technology is poised for explosive growth as AI server power consumption surges, positioning liquid cooling pumps as the "heart" of these systems, crucial for stability and energy efficiency [1][2]. Industry Overview - The demand for liquid cooling technology is increasing due to the limitations of traditional air cooling in efficiency and energy consumption, with liquid cooling expected to become a standard in data centers, reducing PUE (Power Usage Effectiveness) to below 1.1 [2]. - The market for liquid cooling is expanding rapidly, driven by the growth in sectors such as new energy vehicles, energy storage, and computing power [2]. Company Insights - The company, Dayuan Pump Industry, has 35 years of experience in pump products and has developed a unique secondary pressure structure design for its high-end shielded pumps, ensuring zero leakage of hazardous media [2][3]. - In 2024, the company's liquid cooling temperature control business is projected to achieve approximately 90 million yuan in revenue, representing over 80% year-on-year growth, and has successfully entered the supply chains of major clients like ZTE and Inspur [2][3]. - The company has established independent sales and technical teams to respond quickly to customer needs, emphasizing collaboration and iterative development of solutions [3]. Strategic Direction - The company aims to transition from a traditional manufacturing entity to a modern industrial brand with global influence, focusing on high-quality products and avoiding price wars [3][5]. - Plans include increasing investment in technology research and development, optimizing liquid cooling pump solutions, and narrowing the gap with international brands through craftsmanship [5]. - The company has established a subsidiary in Singapore and plans to set up a factory in Thailand, aiming to enhance its service and sales network in Europe and explore emerging markets in the Middle East and Central Asia [5]. Future Aspirations - The company envisions becoming an indispensable player in the global market for liquid cooling technology as it becomes a standard configuration in data centers, leveraging its strong technical foundation and strategic foresight [5].

● 本报记者 罗京 在算力成为AI基础设施的时代浪潮下，液冷技术作为数据中心散热的核心方案正迎来爆发前夜。深耕 泵类产品35年的大元泵业总经理王侣钧在中国液冷全链条供应链峰会期间接受中国证券报记者专访时表 示，液冷泵作为液冷系统的"心脏"，为相关冷却介质提供动力循环，其稳定性与能耗控制直接决定系统 效能。随着AI服务器功耗飙升，屏蔽式液冷泵市场需求有望迎来爆发式增长。 液冷赛道市场广阔 "算力是AI的基础设施，未来或将像城市建筑一样成为标配，而液冷技术就是这一基建的'血液循环系 统'。"王侣钧的比喻精准点出行业本质——随着新能源汽车、储能、算力需求的爆发式增长，传统风冷 在散热效率与能耗控制上的短板愈发明显，液冷技术因能将PUE（能源使用效率）降至1.1以下，正快 速从边缘方案走向主流，从"可选"成为"必选"。 泵作为液冷系统的"心脏"，是提供动力的关键，其稳定性与能耗表现直接决定整体效能。"大元泵业在 液冷领域的核心竞争力源于35年的技术沉淀。"王侣钧向记者表示："公司新沪品牌在高端屏蔽泵领域独 创的二次承压结构设计，实现危险介质'零泄漏'输送，公司产品和技术已在国内航空航天发射、核电等 高端装备领域得到有 ...