证券日报网讯科华数据（002335）8月8日在互动平台回答投资者提问时表示，公司作为行业内第一批进 入液冷领域的先行者，现已推出了液冷数据中心全生命周期服务。公司具备冷板式及浸没式液冷系列产 品，算力液冷集装箱已出口海外。公司为中国移动（600941）长三角(苏州)数据中心打造了首个服务器 与液冷系统实现解耦的液冷试点项目，近期又为中国移动智算中心(南京)项目构建了高度解耦的系统架 构，与国内头部液冷服务器适配，实现运营商大批量基础设施与液冷机柜解耦，打造了又一个具有行业 标杆性的液冷解耦项目。同时，公司持续加大液冷技术研发创新，随着AI算力高密度、高能效等核心 需求的提升，公司与沐曦股份联合推出高密度液冷算力POD，专为高性能GPU服务器集群自主研发新一 代基础设施微环境，可高效支撑AI训练、推理及通用计算等多样化场景，为高性能算力需求提供稳 定、高效、灵活扩展的实时保障。当前，公司积极整合行业上下游产业资源，与服务器厂商、云服务平 台、系统集成商等生态伙伴紧密协作，通过联合研发等方式加大与海内外大客户特别是海外市场的拓展 合作，共同打造液冷智算中心生态圈，推动智算中心行业向绿色低碳发展。 ...

Domestic Financial Market - The Ministry of Finance and the State Taxation Administration announced that starting from August 8, 2025, interest income from newly issued national bonds, local government bonds, and financial bonds will be subject to value-added tax [4] - The Hong Kong "Stablecoin Ordinance" has officially come into effect, aiming to improve the regulation of virtual asset activities, maintain financial stability, and promote innovation [4] - The central bank is developing the offshore RMB market to promote a stable and comprehensive liquidity supply channel while continuing to implement a moderately loose monetary policy [4] Industry Updates - The Ministry of Industry and Information Technology issued a notice on the 2025 annual special energy-saving inspection task list for the polysilicon industry, with related stocks including Tongwei Co., Ltd. and Daqo New Energy [5] - The progress of autonomous driving in Guangzhou is accelerating, actively cultivating component enterprises, with related stocks including Wanji Technology and Desay SV [5] - A treatment plan for Chikungunya fever has been released, leading to a significant increase in sales of mosquito repellent products, with related stocks including Kangzhi Pharmaceutical and Runben Co., Ltd. [5] Company Focus - Kehua Data has launched a full lifecycle service for liquid-cooled data centers, with liquid-cooled containers already exported overseas [6] - New Aluminum Era plans to invest no less than 500 million yuan to build a project with an annual production capacity of 800,000 lightweight high-strength auto parts [6] - Hongxin Electronics' subsidiary is co-building a green intelligent digital infrastructure project with the Qingyang government, with a total investment expected to be 12.8 billion yuan [6] - Hikvision reported a revenue of 41.818 billion yuan for the first half of the year, a year-on-year increase of 1.48%, and a net profit attributable to shareholders of 5.657 billion yuan, a year-on-year increase of 11.71% [6] Market Review and Outlook - On August 1, the market opened lower but experienced a small rebound, followed by a day of continued downward fluctuation, with total trading volume in the Shanghai and Shenzhen markets at 1.6 trillion yuan, a decrease of 33.7 billion yuan from the previous trading day [7] - Sectors such as traditional Chinese medicine, education, photovoltaic, pharmaceuticals, logistics, and software development saw significant gains, while sectors like shipping, insurance, and semiconductors experienced varying degrees of pullback [7] - Despite the index decline, the number of rising stocks increased, with only 9 stocks hitting the limit down, indicating no signs of risk expansion [7] - The overall A-share market is showing signs of capital switching between high and low, with important support zones below the index, suggesting a potential balance between bulls and bears [7] - Structural market conditions are expected to remain a key feature, with recommendations to avoid overvalued dividend sectors and focus on low-position stocks benefiting from "anti-involution" policy-driven rebound opportunities [7]