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 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]