每经AI快讯，有投资者在投资者互动平台提问：贵公司已经进入微软和英伟达的液冷阀门认证，据说 今年贵公司的阀门已经满产满销，明年液冷阀门需求高增，产能肯定非常非常吃紧，贵公司需要快速继 续扩产呀，是否有扩产计划？ 伟隆股份（002871.SZ）9月15日在投资者互动平台表示，公司沙特产能已于今年6月正式投产，泰国产 能计划在2027年10月前投产。 （文章来源：每日经济新闻） ...

Summary of AIDC Liquid Cooling Valve Conference Call Industry Overview - The conference focuses on the liquid cooling valve industry, particularly in the context of data centers and the impact of national carbon neutrality goals on the development of liquid cooling systems [1][2][3]. Key Points and Arguments - **Technological Advancements**: Data centers have shifted from air cooling to liquid cooling systems due to increased chip power and national carbon neutrality requirements. The technical specifications for liquid cooling valves have become more stringent, including the use of at least 304 stainless steel, zero leakage rates, adjustable ratios of 100:1, and specific control precision [2][4]. - **Price Trends**: The prices of liquid cooling valves have been on the rise, influenced by increased costs of materials such as steel and chips. For instance, the cost of flow and energy valves for data centers in China is expected to increase by 27% to 30% in 2024 [6][7]. - **Market Competition**: The liquid cooling valve market in China is highly competitive, with widespread price wars. The bidding process often favors the lowest price, leading to continuous price competition [23][24]. - **Future Demand**: The demand for liquid cooling valves is projected to grow significantly over the next 5 to 10 years, driven by the increasing number of data centers and the adoption of AI algorithms that require enhanced cooling capabilities [3][24]. Additional Important Insights - **Certification Standards**: There are different certification standards for domestic and international data centers. Domestic projects typically require certifications from Hefei or Tianjin, while European and American projects require C1 and UL certifications, respectively [12]. - **Customer Preferences**: When selecting suppliers for liquid cooling system valves, customers prioritize technology, service, and price. Brand recognition also plays a crucial role in the decision-making process [3][37]. - **Challenges for Domestic Brands**: Domestic companies face challenges in entering the liquid cooling valve market, including the need for recognition, certification costs, and meeting high technical standards [27]. - **After-Sales Service Importance**: After-sales service is critical in the valve industry, as valve failures can directly impact system operations. Companies are advised to provide prompt service to ensure customer satisfaction [14]. Conclusion The liquid cooling valve industry is poised for significant growth, driven by technological advancements and increasing demand from data centers. However, companies must navigate a competitive landscape characterized by price wars and stringent technical requirements.

Group 1 - The company has received inquiries regarding the revenue growth of its liquid cooling valves for North American data center projects [2] - The company's products in the data center sector are primarily used for cooling towers, pipelines, and CDU, with major sales directed towards North America and Southeast Asia [2] - The company has supplied products to well-known international companies such as Microsoft for their data center projects, and other major manufacturers are actively promoting their products [2]

Group 1 - The company, Weilon Co., Ltd. (002871.SZ), stated on an interactive platform that it has not provided liquid cooling valves or related services to any well-known domestic enterprises [1]