Group 1 - The core viewpoint of the articles highlights the surge in A-share liquid cooling concept stocks, with 22 companies experiencing stock price increases of over 10%, driven by the growing demand for efficient cooling solutions in data centers [1][2] - The liquid cooling technology is becoming essential due to the explosive growth of data and increasing computational demands, addressing significant challenges such as heat dissipation in data centers [2] - It is projected that by 2026, the global data center liquid cooling market will reach approximately 68.8 billion yuan, with the domestic market accounting for about 17.9 billion yuan, indicating substantial market potential [4] Group 2 - The liquid cooling market is expected to grow significantly, with estimates of 35.4 billion yuan in 2025, 71.6 billion yuan in 2026, and 108.2 billion yuan in 2027, driven by the intelligent upgrade of computing infrastructure [4] - The liquid cooling industry chain consists of upstream components such as cooling towers and pumps, midstream participants including third-party solution providers, and downstream users being server end-users [4] - Key components in the liquid cooling system, such as CDU, Manifold, UQD, and liquid cooling plates, account for over 90% of the system's value [7] Group 3 - Domestic liquid cooling suppliers are expected to capitalize on the growing demand, with several A-share companies reporting progress in their liquid cooling business [10] - Companies like Fangsheng Co. and Highlan Co. are actively delivering liquid cooling products for data centers and other applications, although the revenue from these products is still a small portion of their total business [10] - Ruanhe Materials is focusing on the development of cooling liquids, holding proprietary technology and patents, and is expanding its customer base in related industries [12]

8月18日，A股液冷概念股再度爆发，股价涨幅超过10%（包含10%）的公司有22家。其中，曙光数创"30cm"涨停，方盛股份、高澜股份、强瑞技术、润禾 材料等"20cm"涨停。 | 序号 | 代码 | 名称 | | 最新 | 涨幅% 1 | | --- | --- | --- | --- | --- | --- | | 1 | 872808 | 曙光数创 | 1 | 99.09 | 29.99 | | 2 | 832662 | 方感股份 | | 47.90 | 22.07 | | 3 | 300499 | 高澜股份 | 1 | 30.94 | 20.02 | | 4 | 301128 | 强瑞技术 | 1 | 89.29 | 20.00 | | 5 | 300727 | 润末材料 | 事 | 43.64 | 19.99 | | 6 | 301086 | 愛聞與 | 1 | 67.00 | 18.19 | | 7 | 688032 | 德邦科技 | 1 | 57.28 | 16.78 | | 8 | 300843 | 胜蓝股份 | | 52.00 | 15.76 | | 9 | 300602 | 飞荣达 | * ...

财报显示，2024年1-12月，曙光数创实现营业收入50,625.17万元；归属上市公司股东的净利润 6,142.44万元；归属于上市公司股东的扣除非经常性损益后的净利润2,169.28万元。（全景网） 更多业绩说明会详情，请点击：https://rs.p5w.net/html/145625.shtml 会上，问及如何提高国内占有率，曙光数创财务总监、董事会秘书崔鹏洋表示，公司采取了一系列 积极有效的应对策略。对外，紧密跟踪市场动态，秉持敏锐的市场洞察力，以更加积极主动的姿态投身 市场开拓工作，力求在激烈的市场竞争中抢占先机。对内，公司致力于优化内部运营管理。一方面，持 续推进工艺改进工作，通过技术创新和流程优化，提升产品品质与生产效率；另一方面，着力与供应商 构建深度的生态伙伴关系，实现资源共享、优势互补，以此降低采购成本，提升供应链的稳定性与协同 性，全方位降本增效，努力弥补浸没液冷项目短期波动给公司整体业绩带来的影响。 天眼查信息显示，曙光数创主营业务为浸没液冷数据中心基础设施产品、冷板液冷数据中心基础设 施产品、模块化数据中心产品的研究、开发、生产及销售，以及围绕上述产品提供系统集成和技术服 务。 [ ...

[路演]曙光数创：浸没相变液冷技术处于全球先进 水平 针对人工智能时代算力需求的增长，公司立足以下几点：1、持续研发投入，保持技术先进性；2、 积极探索海外市场；3、积极推动行业标准化和规模化；4、积极布局冷板液冷市场，保持市场领先地 位。 天眼查信息显示，曙光数创主营业务为浸没液冷数据中心基础设施产品、冷板液冷数据中心基础设 施产品、模块化数据中心产品的研究、开发、生产及销售，以及围绕上述产品提供系统集成和技术服 务。 财报显示，2024年1-12月，曙光数创实现营业收入50,625.17万元；归属上市公司股东的净利润 6,142.44万元；归属于上市公司股东的扣除非经常性损益后的净利润2,169.28万元。（全景网） 更多业绩说明会详情，请点击：https://rs.p5w.net/html/145625.shtml 3月25日下午，曙光数创（872808.BJ）2024年度业绩网上说明会在全景路演成功举办。曙光数创董 事长任京暘，曙光数创董事、总经理何继盛，曙光数创财务总监、董事会秘书崔鹏洋，首创证券高级业 务副总裁张善国出席本次说明会。 会上，问及核心竞争优势，以及如何抓住人工智能时代智算中心的需求爆 ...