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飞荣达(300602.SZ):有微通道液冷板的技术储备
Ge Long Hui· 2025-09-29 07:14
Core Viewpoint - Feirongda (300602.SZ) has technological reserves in micro-channel liquid cooling plates and is actively developing various cooling products for servers and terminal devices [1] Group 1: Technology and Product Development - The company is engaged in the research and development of thermal management products, including thermal conductive materials, various cooling modules, fans, 3D VC coolers, special coolers, single-phase liquid cooling plate modules, and two-phase liquid cooling plate modules [1] - Some of the company's products have already been delivered in bulk, indicating a level of market readiness and operational capability [1] Group 2: Market Position and Future Outlook - The company will continue to monitor developments in related technology fields to enhance its comprehensive competitive advantage [1]
超频三:目前公司PC散热业务在售产品主要为消费电子散热产品、计算机整机及其周边产品
Zheng Quan Ri Bao Wang· 2025-09-25 10:50
证券日报网讯超频三(300647)9月25日在互动平台回答投资者提问时表示,目前公司PC散热业务在售 产品主要为消费电子散热产品(水冷、风冷散热器)、计算机整机及其周边产品(电脑整机、机箱、电源、 风扇等配件),公司将结合产品价值、品牌定位与市场竞争环境及公司自身情况灵活调整产品销售价 格。 ...
超频三:目前公司消费电子散热产品包括水冷散热器、风冷散热器等
Mei Ri Jing Ji Xin Wen· 2025-09-25 08:25
Group 1 - The company, 超频三, confirmed its involvement in the development of cooling products, including water cooling and air cooling solutions primarily for CPU and other internal heat sources [2][3] - The company provides detailed information about its products through its official website, public account, and flagship store [2]
中石科技:公司柔性石墨等产品可应用于折叠屏手机,公司自主研发的可折叠柔性石墨均热组件已获全球专利认证
Mei Ri Jing Ji Xin Wen· 2025-09-17 01:09
Group 1 - The company, Zhongshi Technology, confirmed that its flexible graphite products can be applied in foldable smartphones [2] - The company has developed a globally patented foldable flexible graphite heat dissipation component, indicating a strong innovation capability [2] - Flexible graphite has higher value and demands more advanced R&D and production processes compared to conventional graphite, showcasing the company's technological leadership in this field [2]
超频三:公司已具备成熟的散热技术并拥有一整套具有自主知识产权的技术体系
Zheng Quan Ri Bao· 2025-09-02 12:13
Group 1 - The company, ChaoPinSan, has developed mature cooling technology through multiple process optimizations and technological innovations, possessing a complete set of proprietary technology systems [2] - Current consumer electronics cooling products include water cooling and air cooling systems, primarily used for cooling heat sources like CPUs within computer cases [2] - The company plans to align its industrial layout with market demand and strategic planning in the future [2]
精研科技(300709.SZ):已经在储能、边缘计算服务器等产品上实现量产
Ge Long Hui· 2025-08-25 07:22
Core Viewpoint - The company has achieved mass production in thermal management solutions for energy storage and edge computing servers, indicating a strong demand for computing power in the market [1] Group 1: Product Development - The company has successfully mass-produced liquid cooling modules, air cooling modules, and other thermal management products such as vapor chambers and heat pipes [1] - The development, accumulation, and certification of these technologies will require a certain period [1] Group 2: Market Trends - There is a confirmed growth trend in the demand for computing power, which the company is actively addressing by collaborating with solution providers to advance the research and certification of server thermal management products [1]
牛股产业链丨液冷概念下半年来领涨A股 思泉新材何以成赛道“王者”
Group 1 - The A-share market has seen significant growth in the liquid cooling concept, with the liquid cooling concept index rising over 36% since the second half of 2025, leading all concept sectors in growth [1] - Siquan New Materials (301489.SZ) has experienced a remarkable increase of 193.27% in its stock price since the second half of 2025, making it a standout performer in the liquid cooling sector [1] Group 2 - Siquan New Materials, established in 2011 and listed on the Shenzhen Stock Exchange in October 2023, specializes in providing solutions for electronic system protection and thermal control technology [5] - The company has built a complete production chain for artificial synthetic graphite sheets, ensuring strict quality control and management [5] Group 3 - Siquan New Materials has shown consistent revenue growth, with a net profit exceeding 50 million yuan annually since 2020, although the growth rate has been declining [7] - In Q1 2025, the company reported a revenue increase of 93.59% and a net profit increase of 79.57%, marking its best quarterly performance in nearly four years [7] Group 4 - The company is expected to benefit from multiple factors driving future profit growth, including market demand expansion, policy incentives, and increased orders from North American clients [7] - Siquan New Materials has received various technological qualifications, including national and provincial-level recognitions as a high-tech enterprise and a specialized small giant [9] Group 5 - The liquid cooling market is projected to grow significantly, with a forecasted 67% year-on-year increase in China's liquid cooling server market size, reaching $2.37 billion in 2024 [11] - The company has a comprehensive thermal management product system, including graphite thermal films and heat pipes, to meet diverse cooling needs in electronic products [16] Group 6 - Siquan New Materials is positioned to capitalize on the transition from air cooling to liquid cooling, driven by the increasing power density of AI computing [16] - The company plans to invest approximately 31.59 million yuan to advance its liquid cooling research and development center project, aiming to become a key player in the liquid cooling sector [16] Group 7 - As of August 21, 2025, Siquan New Materials' stock price reached 168.6 yuan per share, resulting in a dynamic PE ratio of 192.07, which exceeds the target valuation set by analysts [17]
液冷概念下半年来领涨A股 思泉新材何以成赛道“王者”
Xin Hua Cai Jing· 2025-08-22 08:18
Group 1 - The A-share market has seen significant growth in the liquid cooling concept, with the liquid cooling concept index rising over 36% since the second half of 2025, leading all concept sectors in growth [2] - Siquan New Materials (301489.SZ) has experienced a remarkable increase of 193.27% in its stock price since the second half of 2025, making it a standout performer in the liquid cooling sector [2] Group 2 - Siquan New Materials, established in 2011 and listed on the Shenzhen Stock Exchange in October 2023, specializes in providing solutions for electronic system protection and thermal control technology [3] - The company has built a complete production chain for artificial synthetic graphite sheets, ensuring strict quality control and management [3] Group 3 - Siquan New Materials has shown consistent revenue growth, with a non-net profit exceeding 50 million yuan annually since 2020, although the growth rate has been declining [5] - In Q1 2025, the company reported a revenue increase of 93.59% and a net profit increase of 79.57%, marking its best quarterly performance in nearly four years [5] Group 4 - The company holds multiple technology qualifications, including national and provincial-level specialized small and medium-sized enterprises and high-tech enterprises, and has participated in setting national standards in the graphite materials field [6] - As of the end of 2024, Siquan New Materials has nearly 150 patent applications, representing a fivefold increase since 2016 [8] Group 5 - The liquid cooling market is expected to grow significantly, with a projected 67% year-on-year increase in China's liquid cooling server market size, reaching $2.37 billion in 2024 [10] - The global AI server liquid cooling market is anticipated to reach $3.07 billion in 2025 and $8.58 billion in 2026 [10] Group 6 - Siquan New Materials has a comprehensive thermal management product system, including graphite cooling films and heat pipes, to meet various electronic product cooling needs [11] - The company plans to invest 31.59 million yuan to advance its liquid cooling research and development center project, positioning itself as a key beneficiary in the liquid cooling sector [11] Group 7 - As of August 21, 2025, Siquan New Materials' stock price was 168.6 yuan per share, with a dynamic PE ratio of 192.07, exceeding the target price and market value set by analysts [12]
中石科技:公司热模组核心零部件、TIM材料等产品批量供货于服务器厂商,并积极推进液冷散热模组客户导入
Mei Ri Jing Ji Xin Wen· 2025-08-20 04:26
Group 1 - The company is actively promoting industry solutions and core materials, as well as modules for application in computing power devices, aiming to create new growth curves [2] - In the data center communication sector, the company is continuously expanding its customer base, with its integrated VC module products receiving product certification and mass production from leading domestic and international clients [2] - The company is supplying core components of thermal modules, TIM materials, and is actively advancing the customer introduction of liquid cooling thermal modules, thereby enhancing the value of its supplied products [2]
超频三:公司专注散热技术的研发与应用
Zheng Quan Ri Bao· 2025-08-08 10:20
Core Viewpoint - The company, ChaoPinSan, focuses on the research and application of cooling technology, establishing itself as a major manufacturer of PC cooling accessories in China, particularly known for its CPU coolers and other related products [2] Group 1: Company Overview - ChaoPinSan has developed a mature cooling technology and possesses a complete set of proprietary technology systems [2] - The company is recognized for its high reputation in the industry for its CPU coolers and other PC cooling accessories [2] Group 2: Product Range - The company's consumer electronics cooling products include water cooling and air cooling systems, primarily used for dissipating heat from CPU and other internal heat sources within computer cases [2]