"在特种泵领域，市场竞争的本质是技术实力的较量。"公司总经理洪秋虹介绍，企业始终将技术创新置 于首位，瞄准高温、强腐蚀、高磨损等极端工况下的"卡脖子"难题进行攻关。通过与清华大学、昆明理 工大学等多所院校合作，引进高层次人才，搭建了云南省特种工业泵工程技术研究中心、博士后科研工 作站等研发平台，其自主开发的特种合金新材料，如同为工业设备的心脏披上了坚不可摧的铠甲，使得 产品在浓硫酸、高温矿浆等介质中也能长效稳定运行。 转自：云南日报 在昆明嘉和科技股份有限公司的生产车间里，精密的数控设备正对特种泵的核心部件进行最后加工。不 久后，这些印着"嘉和科技"的"工业心脏"，将安装在全球各地的冶炼、化工及新能源生产线上，在最严 苛的环境中"跳动"。这家扎根云南的国家级专精特新"小巨人"企业，凭借持续深耕科技创新，在特种工 业泵这一细分领域闯出了一条国产化、高端化、全球化的发展之路。 当前，嘉和科技正以云南为创新策源地和制造基地，在北京、陕西、新疆、广东等地构建服务网络，致 力于推动高效节能产品与智慧解决方案在更广泛领域的应用，以科技创新支撑能源体系绿色转型，助力 高质量发展。（记者 杨抒燕） 持续的研发投入结出丰硕成果 ...

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].

Core Insights - 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 [1][2] - The market for liquid cooling is expanding rapidly due to the limitations of traditional air cooling, with liquid cooling expected to become a standard in data centers, reducing Power Usage Effectiveness (PUE) to below 1.1 [1][2] - The company has established a strong competitive edge in the liquid cooling sector through 35 years of technological development, focusing on zero-leakage solutions and intelligent energy optimization [1][2] Market Dynamics - The liquid cooling market is characterized by a shift from traditional air cooling to liquid cooling solutions, driven by the increasing power consumption of AI servers and the need for efficient cooling systems [1][2] - The company has successfully penetrated the supply chains of major clients such as ZTE, Inspur, and Invec, with projected revenue for the liquid cooling business reaching approximately 90 million yuan in 2024, marking an over 80% year-on-year growth [1][2] Strategic Initiatives - The company has formed independent sales and technical teams to better address customer needs, emphasizing collaboration and iterative development of solutions [2] - Plans are in place to expand internationally, with a subsidiary established in Singapore and a factory planned in Thailand, aiming to enhance the European sales and service network [3][4] - The company is targeting emerging markets in the Middle East and Central Asia, capitalizing on the industrial pump demand resulting from the transition from oil exports to refined chemical production [3][4] Future Outlook - The company aims to solidify its position in both domestic and global markets, aspiring to be an indispensable player in the liquid cooling sector as it becomes a standard in data centers [3][4] - Continuous investment in technology and product development is prioritized, with a focus on narrowing the gap with international brands through innovation and craftsmanship [2][4]