Core Insights - The rise in AI chip power consumption has made high-efficiency liquid cooling an essential part of the computing power industry, with liquid cooling solutions offering a heat transfer coefficient 20 times greater than air cooling, stabilizing chip temperatures below 65°C, which is critical for GPU performance and data center expansion [1] - IDC forecasts that from 2024 to 2029, the liquid cooling server market in China will grow at a compound annual growth rate (CAGR) of 46.8%, reaching a market size of $16.2 billion by 2029 [1] - Recent trends show a significant increase in A-share liquid cooling server-related stocks, with heightened investor inquiries about company operations [1] Company Responses - **川环科技** focuses on expanding applications for liquid cooling pipeline products, particularly in automotive fluid pipelines, data server liquid cooling, and energy storage liquid cooling, while maintaining confidentiality regarding specific collaborations with clients [2] - **硕贝德** confirms that its cooling products and modules can be applied in liquid cooling servers [4] - **川润股份** highlights its competitive advantages in high-end equipment manufacturing and energy management, emphasizing its capabilities in providing stable and reliable liquid cooling systems [6] - **飞龙股份** reports that its revenue from liquid cooling components was approximately 4.115 million, accounting for less than 2% of total revenue, but anticipates increased sales in the second half of the year based on current orders [8] - **首都在线** is actively preparing high-power and liquid cooling systems for data center operations, aiming to optimize server cooling efficiency and reduce energy consumption [10] - **飞荣达** has not yet supplied directly to clients like NVIDIA but has made significant progress in developing various cooling products, including liquid cooling modules [11] - **澄天伟业** emphasizes its self-developed high-performance manufacturing processes for liquid cooling products, which are crucial for meeting the demands of high-power computing devices [13] - **银轮股份** is committed to high investment in digital energy thermal management and anticipates accelerated order acquisition [15] - **科创新源** collaborates with Honeywell and is involved in the development of liquid cooling solutions for high-performance computing scenarios [17] - **捷邦科技** is progressing with its liquid cooling business as planned, while also focusing on market value management [18] - **思泉新材** has developed a range of cooling products and is actively working on customer product introductions in the liquid cooling sector [20] - **冰轮环境** has introduced new technologies to adapt to the latest high-efficiency servers, including low-carbon energy-saving technologies [22] - **科华数据** is expanding its partnerships with leading internet companies to meet the growing demand for intelligent computing centers [24] - **鼎通科技** produces various connectors and cooling solutions for servers and data centers [26]

格隆汇7月30日丨硕贝德(300322.SZ)在互动平台表示，公司的散热产品及模组可以应用于液冷服务器等 领域。 ...