Group 1 - The core viewpoint of the articles highlights the surge in A-share liquid cooling concept stocks, with 22 companies experiencing stock price increases of over 10%, driven by the growing demand for efficient cooling solutions in data centers [1][2] - The liquid cooling technology is becoming essential due to the explosive growth of data and increasing computational demands, addressing significant challenges such as heat dissipation in data centers [2] - It is projected that by 2026, the global data center liquid cooling market will reach approximately 68.8 billion yuan, with the domestic market accounting for about 17.9 billion yuan, indicating substantial market potential [4] Group 2 - The liquid cooling market is expected to grow significantly, with estimates of 35.4 billion yuan in 2025, 71.6 billion yuan in 2026, and 108.2 billion yuan in 2027, driven by the intelligent upgrade of computing infrastructure [4] - The liquid cooling industry chain consists of upstream components such as cooling towers and pumps, midstream participants including third-party solution providers, and downstream users being server end-users [4] - Key components in the liquid cooling system, such as CDU, Manifold, UQD, and liquid cooling plates, account for over 90% of the system's value [7] Group 3 - Domestic liquid cooling suppliers are expected to capitalize on the growing demand, with several A-share companies reporting progress in their liquid cooling business [10] - Companies like Fangsheng Co. and Highlan Co. are actively delivering liquid cooling products for data centers and other applications, although the revenue from these products is still a small portion of their total business [10] - Ruanhe Materials is focusing on the development of cooling liquids, holding proprietary technology and patents, and is expanding its customer base in related industries [12]

8月18日，A股液冷概念股再度爆发，股价涨幅超过10%（包含10%）的公司有22家。其中，曙光数创"30cm"涨停，方盛股份、高澜股份、强瑞技术、润禾 材料等"20cm"涨停。 | 序号 | 代码 | 名称 | | 最新 | 涨幅% 1 | | --- | --- | --- | --- | --- | --- | | 1 | 872808 | 曙光数创 | 1 | 99.09 | 29.99 | | 2 | 832662 | 方感股份 | | 47.90 | 22.07 | | 3 | 300499 | 高澜股份 | 1 | 30.94 | 20.02 | | 4 | 301128 | 强瑞技术 | 1 | 89.29 | 20.00 | | 5 | 300727 | 润末材料 | 事 | 43.64 | 19.99 | | 6 | 301086 | 愛聞與 | 1 | 67.00 | 18.19 | | 7 | 688032 | 德邦科技 | 1 | 57.28 | 16.78 | | 8 | 300843 | 胜蓝股份 | | 52.00 | 15.76 | | 9 | 300602 | 飞荣达 | * ...