人民财讯10月10日电，据市场机构Omida统计，2024年全球数据中心液冷市场增长率达96%，规模超越 了19亿美元。去年数据中心液冷市场主要由少量600W+TDP芯片的出货量驱动；随着液冷成为Nvidia Blackwell、AMD MI355和Google TPU v6p等标配，预计2025年液冷市场将迎来真正增长，单相冷板式 液冷将成为市场主流解决方案。相比之下，浸没式液冷技术的快速增长仍需时日。 ...

落成典礼汇聚康盛股份高层、浙江联通代表、行业专家、合作伙伴及媒体代表等近五十位嘉宾。康盛股份常务副总经理乔 世峰在致辞中表示："康盛千岛湖智算中心是康盛贯彻践行'双碳'目标、融入'东数西算'布局的重要体现——项目集成浸没 式液冷前沿技术，致力于为人工智能、云计算等高密度算力场景提供坚实支撑，实现了浸没式智算中心液冷技术的首次规 模化商用。" 康盛千岛湖智算中心位于千岛湖畔，依托当地优越的自然冷源条件，结合康盛股份、云创智达自主研发的浸没式液冷技 术，实现了全年平均PUE值≤1.08的超低能耗表现，优于传统风冷数据中心的能效水平，彰显节能环保与高性能计算的深度 融合。 9月26日，康盛股份（002418）全资子公司浙江云创智达科技有限公司打造的康盛千岛湖智算中心正式启用并举行落成盛 典。康盛股份表示，该中心作为率先全面采用浸没式液冷技术并投入商业运营的大型智算中心，树立了绿色算力建设的新 标杆。 据了解，该中心亦是浙江联通重要的绿色算力合作伙伴。早在2025年4月，双方就已签署为期五年、总金额达3696万元的算 力服务合同。浙江联通云数据公司副总经理叶刚指出："本次与康盛股份、云创智达的成功合作，不仅彰显了双方 ...

本报讯 （记者陈红）近日，有投资者在互动平台上向江苏同力日升机械股份有限公司（以下简称"同力 日升"）提问，公司在算力中心节能降耗上目前是如何布局的，公司在绿电直连、算电协同上的具体优 势，以及公司相关技术如何保障数据中心安全性。 据同力日升相关负责人介绍，算力中心对供电可靠性要求达到99.99%，传统架构是两路电源接入后， 通过UPS加柴油机实现，但柴油机存在一次投入高、维护费用高、利用率低等缺点。公司引入绿电加储 能形成微网，若能证明系统可靠性高于柴油机，理论上可替代部分UPS和柴油机的备电系统供电。目 前，该项目已在北京市科协立项并做了"初步故障树测算"，要设计一套风光储系统，使其供电可靠性高 于柴油机，以达到IDC机房99.99%的供电可靠性要求。 此外，同力日升承接的非洲肯尼亚微电网项目是世界银行"点亮非洲"项目中的一员，公司在2022年就将 肯尼亚四个海岛微电网项目成功投运。肯尼亚微电网项目的成功投运验证了公司自主研发技术的可行 性、安全性和稳定性。公司在该项目上积累了大量微电网建设经验，在数据中心的微电网建设上将该经 验和技术进行融合，实现数据中心用电的稳定性、安全性。 对此，同力日升相关负责人 ...

提升网络安全产业地位方面，依托国家超算互联网的安全体系和应用资源，东西湖可在安全可控的算力 环境、信息技术应用创新产业适配、数据安全等方面形成特色优势，为武汉市乃至全国的数字经济安全 保驾护航。 中新网湖北新闻9月18日电 (李冬)在前不久举行的2025中国算力大会主论坛上，国家网安基地(武汉)算 力中心(下称网安算力中心)作为华中地区重要的算力基础设施，与国内其他六家算力中心共同签约，正 式接入国家超算互联网。此举标志着东西湖将深度融入全国一体化算力网，为区域科技创新与数字经济 发展注入新动能。 在国家"东数西算"战略推动下，算力已成为如水、电一般的基础性资源。国家超算互联网作为连接全国 算力枢纽的一体化算力网络和服务平台，可实现算力资源的统一调度与高效利用。 网安算力中心技术负责人甘婷表示，接入国家超算互联网后，该中心算力资源将融入全国调度网络，不 仅服务本地，还可承接和分发全国计算任务。这一模式类似"算力电商"，用户可按需弹性扩展、灵活付 费，显著降低使用门槛，提升资源效率。 浸没相变液冷系统局部图片(中科曙光湖北创新综合体供图) 接入国家超算互联网后，网安算力中心将为武汉科技创新与产业升级提供多重助力 ...

Core Insights - Tongli Risheng's subsidiary, Tianqi Hongyuan, has achieved significant breakthroughs in the energy storage sector by winning the bid for China Energy Construction's 2025 lithium iron phosphate battery energy storage system procurement project, with a total scale of 8.5GW/22GWh [1][2] Group 1: Company Achievements - Tianqi Hongyuan's subsidiary, Tongqi New Energy, stood out among hundreds of competitors, being one of only 15 companies to win bids in both segments, showcasing its strong technical capabilities and project experience [2] - The company has developed a comprehensive technical system in energy storage, covering everything from cell-level optimization to system integration, supported by numerous patents and advanced technologies [2][3] Group 2: Technical Advantages - Key technologies include the box optimization technology, which enhances system usable capacity by over 15% compared to traditional solutions, and an EMS system based on time-sequenced AI algorithms that optimizes energy storage strategies in real-time [2] - The immersion liquid cooling technology, developed in collaboration with Shell China, significantly reduces thermal runaway risks by 90% and extends system lifespan to over 20 years [2] Group 3: Market Outlook - The energy storage sector is expected to maintain high growth rates, supported by recent capacity pricing policies and increasing domestic and international demand [3] - Analysts predict that the domestic energy storage profitability model is gradually improving, with favorable policies leading to increased demand, positioning Tianqi Hongyuan to benefit from the industry's high growth potential [3]

Core Viewpoint - The event focused on the construction of data infrastructure and its role in supporting the digital economy and technological innovation, emphasizing the need for a new infrastructure system that prioritizes data value release, network support, and computing power as a foundation [1][14]. Group 1: Event Overview - The "Data Infrastructure Theme Exchange Activity" was held in Guiyang, gathering representatives from government, industry, academia, and research to discuss the construction path of data infrastructure and the national integrated computing power network [1]. - Key officials, including Liu Liehong, the head of the National Data Bureau, highlighted the goal of creating a new infrastructure system aimed at high-quality standards, large-scale facility deployment, and market-oriented ecological operations [1]. Group 2: Regional Economic Performance - In the first half of 2025, Guizhou's GDP grew by 5.3%, with 49 key data centers under construction or in operation, achieving over 90% in intelligent computing and domestic production rates [2]. Group 3: Technological Innovations - Chen Jianfeng from the Chinese Academy of Engineering discussed innovations in green data centers, projecting that China's total computing power electricity consumption will exceed 300 billion kWh by 2024, with a significant reduction in energy consumption through new cooling technologies [3]. - The "cloud-edge computing" concept proposed by Wang Huaimin aims to connect dispersed computing resources through a collaborative mechanism, enhancing operational efficiency across over 900 computing centers [4]. Group 4: Industry Insights - Yu Xiaohui from the China Academy of Information and Communications Technology emphasized the need to address connectivity and circulation issues in data infrastructure, with the National Data Bureau's "three unifications" laying the groundwork for data connection [6]. - Xu Qiang from the National Information Center proposed a "three fives" strategy for computing power network construction, focusing on inclusive computing, green development, and addressing supply and service efficiency challenges [7]. Group 5: Monitoring and Evaluation - Hu Jianbo from the National Data Development Research Institute introduced a monitoring system with "four dimensions, three levels, and 60 indicators" to ensure effective management and utilization of data infrastructure [9]. Group 6: Local Practices and Achievements - Jiang Yang, Deputy Director of Guizhou Data Bureau, shared five initiatives that led to the establishment of 49 data centers and significant improvements in computing power and latency [11]. - Wang Wanjun from Jiangsu Data Bureau reported that the province's computing power reached 61.54 Eflops, with the digital economy's core industry contributing 11.8% to GDP [12]. Group 7: Key Outcomes - The event announced three significant outcomes: the establishment of a national integrated computing power network monitoring and scheduling platform, the second batch of pilot projects for national data infrastructure, and successful case studies demonstrating cross-domain integration [13][14].

Core Insights - Nanfang Energy Storage (600995.SH) has implemented immersion liquid cooling technology at its Meizhou Baohu energy storage station [1] Company Summary - The company is actively utilizing advanced cooling technologies to enhance the efficiency of its energy storage solutions [1]

Core Viewpoint - Zhongke Shuguang's stock price closed at 68.08 yuan on August 8, 2025, down 0.76% from the previous trading day, with a trading volume of 1.209 billion yuan and a turnover rate of 1.21% [1] Group 1: Company Overview - Zhongke Shuguang specializes in the research, development, production, and sales of high-performance computers, general servers, and storage products [1] - The company's products are widely used in government, energy, internet, education, and transportation sectors [1] - In the liquid cooling technology sector, Zhongke Shuguang holds a 60% market share with a PUE value as low as 1.04, suitable for high-density computing needs [1] Group 2: Market Developments - OpenAI recently launched its next-generation AI model, GPT-5, which is expected to drive demand for reasoning-end computing power [1] - As a representative enterprise in the computing infrastructure sector, Zhongke Shuguang is anticipated to benefit from the development of new AI applications [1] Group 3: Capital Flow - On August 8, 2025, Zhongke Shuguang experienced a net outflow of 139 million yuan in principal funds, with a cumulative net outflow of 511 million yuan over the past five days [2]

Group 1 - BYD Electronics (00285) saw a significant stock price increase, rising over 9% during trading, with a previous close of 7.73% higher, and currently trading at 37.76 HKD with a transaction volume of 2.487 billion HKD [1] - Huachuang Securities anticipates that the usage of cold plates will further increase as NVIDIA's GB200 to GB300 chips enter mass production and delivery, with Microsoft and Google also announcing new data centers that will support liquid cooling [1] - Guosen Securities previously indicated that through close collaboration with NVIDIA, BYD Electronics has made significant advancements in liquid cooling technology, having mastered immersion liquid cooling technology and planning to launch corresponding server products [1] Group 2 - A recent report indicated that Apple is collaborating with a brain-computer interface company to develop a technology standard for "manipulating Apple devices using brain signals," with a demonstration video showcasing progress in this technology [1]

Investment Rating - The investment rating for the company is "Outperform" (Maintain) [3] Core Views - The company is a leader in domestic immersion liquid cooling technology and is actively expanding into overseas and cold plate liquid cooling markets. The expected growth in the liquid cooling data center market is driven by increasing computing power demands and the associated rise in chip power consumption [4][3] - The company has a significant market share of 61.3% in the liquid cooling infrastructure sector as of 2023, maintaining its position as the industry leader for three consecutive years [4] - The financial forecasts for the company indicate a recovery in profitability, with projected net profits for 2025, 2026, and 2027 expected to be 105 million, 150 million, and 195 million yuan respectively [3][5] Financial Summary - In Q1 2025, the company reported revenue of 11.67 million yuan, a decrease of 1.37%, and a net loss of 31.37 million yuan, a decline of 329.66% [3] - For the year 2024, the company achieved revenue of 506 million yuan, down 22.15%, and a net profit of 61.42 million yuan, down 41.21% [3] - The projected revenue for 2025 is 856 million yuan, with a year-over-year growth of 69.0%, and the projected net profit is 105 million yuan, reflecting a growth of 71.1% [5][7] - The company's gross margin is expected to be 28.1% in 2025, with a net margin of 12.3% [5][8] Market Outlook - The global data center liquid cooling adoption rate is anticipated to rise from 14% in 2024 to 26% in 2025, indicating a growing market opportunity for the company [4] - The liquid cooling server market in China is projected to grow at a compound annual growth rate (CAGR) of 45.8% from 2023 to 2028, reaching a market size of 10.2 billion USD by 2028 [4]