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中科曙光股价小幅回落 液冷技术适配高密度算力需求
Jin Rong Jie· 2025-08-08 18:58
资金流向方面,8月8日中科曙光主力资金净流出1.39亿元,近五日主力资金累计净流出5.11亿元。 截至2025年8月8日收盘,中科曙光股价报68.08元,较前一交易日下跌0.76%。当日成交额达12.09亿 元,换手率为1.21%。 风险提示:以上内容仅供参考,不构成投资建议。市场有风险,投资需谨慎。 中科曙光主要从事高性能计算机、通用服务器及存储产品的研发、生产和销售。公司产品广泛应用于政 府、能源、互联网、教育、交通等领域。在液冷技术领域,中科曙光浸没式液冷技术市场占有率达 60%,其PUE值可低至1.04,能够适配高密度算力需求。 消息面上,OpenAI近日正式发布了新一代人工智能模型GPT-5。市场分析认为,GPT-5等新一代AI应用 的发展将带动推理端算力需求,中科曙光作为算力基础设施领域的代表企业有望受益。 ...
比亚迪电子盘中涨超9%AI驱动液冷市场增长公司切入英伟达产业链
Xin Lang Cai Jing· 2025-08-06 04:37
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]
曙光数创(872808):北交所信息更新:国内浸没式液冷技术领军者,积极布局海外、冷板液冷市场
KAIYUAN SECURITIES· 2025-05-25 15:27
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]