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利通电子(603629.SH):液冷产品的研发尚处于前期探讨阶段,目前并无相关液冷产品的具体开发与生产计划
Ge Long Hui A P P· 2026-02-02 09:13
Core Viewpoint - The company, LITONG Electronics (603629.SH), has clarified that various rumors regarding its liquid cooling technology and other projects are untrue, emphasizing that its research on liquid cooling is still in the early discussion phase and no specific development or production plans exist [1] Group 1: Liquid Cooling Technology - The company has been rumored to have developed a self-researched immersion liquid cooling module compatible with NVIDIA H100/B100 chips, claiming a PUE value as low as 1.09 and a 42% reduction in operational costs; however, the company states that these claims are false [1] - The company asserts that its liquid cooling products are still in the preliminary exploration stage and does not have any specific plans for development or production [1] Group 2: Cloud Computing and AI Projects - There were claims about a "Nebula 2.0" computing scheduling platform achieving a resource utilization rate of 93.2% and a 40% increase in model training efficiency; the company has denied the existence of such a platform [1] - The company was reported to have a project for an AI data center in Podersham, Malaysia, expected to be completed by the end of 2025, with a planned computing pool size of 3000P; the company clarified that this project does not exist [1] - Additionally, rumors about signing a $300 million contract for exporting computing equipment to Indonesia and Thailand were also denied by the company [1]
利通电子:液冷产品研发尚处于前期探讨阶段 无星云算力调度平台、马来西亚波德申AI数据中心项目
Zhi Tong Cai Jing· 2026-02-02 09:13
Core Viewpoint - The company, LITONG Electronics (603629.SH), issued a clarification regarding rumors about its liquid cooling technology and other projects, stating that these claims are untrue and that the company does not have any specific development or production plans related to these technologies or projects [1] Group 1: Liquid Cooling Technology - The company addressed rumors about a breakthrough in liquid cooling technology, specifically a self-developed immersion liquid cooling module compatible with NVIDIA H100/B100 chips, claiming a PUE value as low as 1.09 and a 42% reduction in operational costs. The company clarified that its liquid cooling products are still in the early discussion phase and there are no concrete development or production plans [1] Group 2: Cloud Computing and Data Center Projects - The company refuted claims regarding the "Xingyun 2.0" computing scheduling platform achieving a resource utilization rate of 93.2% and a 40% improvement in model training efficiency, stating that it does not possess such a platform [1] - The company denied the existence of a Malaysian AI data center project in Podersham, which was rumored to be completed by the end of 2025 with a planned computing pool scale of 3000P [1] - The company also clarified that it has not signed a $300 million overseas computing equipment contract covering Indonesia and Thailand, dismissing these claims as false [1]
利通电子(603629.SH):液冷产品研发尚处于前期探讨阶段 无星云算力调度平台、马来西亚波德申AI数据中心项目
智通财经网· 2026-02-02 09:06
关于网传的"星云2.0算力调度平台资源利用率达93.2%,模型训练效率提升40%。""东南亚布局:马来西 亚波德申AI数据中心项目预计2025年底建成,规划东南亚算力池规模3000P。""设备出口:签订3亿美元 海外算力设备合同,覆盖印尼、泰国节点。"公司澄清如下:(1)公司无星云算力调度平台,以上传闻不 实。(2)公司无马来西亚波德申AI数据中心项目,以上传闻不实。(3)公司并未有设备出口至印尼、泰 国,签订3亿美元海外算力设备合同,以上传闻不实。 智通财经APP讯,利通电子(603629.SH)发布股价异动公告称,关于网传的"液冷技术突破:自研浸没式液 冷模组适配英伟达H100/B100芯片,PUE值低至1.09,运维成本下降42%。"、"利通电子拥有自研的液 冷技术(PUE值低于行业平均),能帮助解决数据中心高能耗的痛点,提升资源利用率。"公司澄清如下: 公司液冷产品的研发尚处于前期探讨阶段,公司目前并无相关液冷产品的具体开发与生产计划,以上传 闻不实。 ...