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。 ...

Core Viewpoint - The company aims to become a leading global provider of smart energy solutions, focusing on the mission of "driving a low-carbon digital future through smart energy" [1] Group 1: Strategic Focus - The company is leveraging national strategies such as "Artificial Intelligence+", "Digital Economy", and "Carbon Neutrality" to capitalize on global energy transition trends [1] - The core technology of the company is based on power electronics, with continuous innovation in three main areas: "Intelligent Computing Centers", "Smart Energy", and "Clean Energy" [1] Group 2: Market Development - In the Intelligent Computing Center sector, the company is actively entering emerging markets such as AI, computing power, liquid cooling, and autonomous driving, launching key products like high-density liquid cooling PODs, cloud power prefabricated power modules, and S³ intelligent backup lithium battery systems [1] - The company aims to build a robust heterogeneous computing power platform to provide high-quality computing services to various industries [1] Group 3: Industry Solutions - In the Smart Energy sector, the company offers comprehensive and reliable smart energy solutions and project services across multiple industries, including transportation, electronics, petrochemicals, electricity, telecommunications, finance, healthcare, and education [1] - In the Clean Energy sector, the company focuses on energy storage, photovoltaics, microgrids, and wind power support businesses, enhancing its capabilities in providing diversified low-carbon solutions [1]

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, indicating an expectation of returns exceeding the market benchmark by more than 5% [5]. Core Insights - The continuous development of domestic AI large models, the ongoing enhancement of domestic AI chip performance, and the flourishing of AI applications are expected to drive the sustained growth of China's AI industry, thereby boosting market confidence in AI development [3][8]. Summary by Sections Domestic AI Development - Recent months have seen a slight decline in domestic AI enthusiasm, but recent catalysts in AI models, applications, and computing power are beginning to restore market confidence [8]. - The World Artificial Intelligence Conference (WAIC) showcased significant advancements in domestic AI chip performance, exceeding market expectations, with companies like Huawei and MuXi unveiling new products [8]. AI Applications - Breakthroughs in AI applications such as embodied intelligence, AI glasses, and AI agents are expected to reignite investment interest in the AI sector [8]. - Notable products include Alibaba's Quark AI glasses, which integrate various functionalities, and the Galbot humanoid robot capable of precise item recognition in real-world settings [8]. Investment Recommendations - For AI computing chain investments, the report suggests focusing on companies like Cambricon (未评级), Haiguang Information (Buy), and Inspur Information (未评级) among others [8]. - In the AI application sector, recommended stocks include Kingsoft Office (Buy), Tax Friend (Buy), and Fanwei Network (Buy) [8].