南财智讯11月16日电，澄天伟业在投资者关系活动中表示，公司液冷业务依托在半导体封装材料领域积 累的材料、工艺与设计能力，实现了从封装材料到液冷零部件再到系统级二次侧液冷解决方案的自然延 伸，具备设计生产封装材料、液冷关键部件及提供整体解决方案的完整能力链条。公司在产品体系上已 构建涵盖MLCP、冷板、快接头、CDU模块及液冷机柜的二次侧液冷全套产品矩阵，在商业模式上可为 服务器厂商、云厂商等客户提供覆盖热仿真、结构设计、样机验证到量产落地的全流程服务，并通过自 主可控的制造体系实现成本优化与高可靠性交付。 ...

证券代码：300689 证券简称：澄天伟业 编号：2025-009 深圳市澄天伟业科技股份有限公司投资者关系活动记录表 | | ☑ 特定对象调研 □ 分析师会议 | | --- | --- | | 投资者关系活 | 媒体采访 业绩说明会 □ □ | | 动类别 | □ 新闻发布会 □ 路演活动 | | | 现场参观 其他 □ □ | | | 东方财富、新财富、国泰海通、证金投资、壹润投资、涵崧基金、 | | | 恒泰永成基金、亚太汇金基金、瑞联私募基金、中大情私募基金、 | | 参与单位名称 | 民沣资本、尚颀资本、松禾资本、盈然资本、林亿资本、鼎爵资本、 | | /人员姓名 | 财沣投资、前海坚石资管、前海阶石资本、瑞业资管、翰烜资管、 | | | 金港湾私募基金、嘉亿资管、云众创融投资、北大纵横管理咨询集团 | | | 有限公司及个人投资者 | | 时间 | 2025 年 11 月 14 日 | | 地点 | 深圳市南山区粤海街道高新区社区高新南九道 10 号深圳湾科技生态 | | | 园 10 栋 B 座 34 楼公司会议室 | | 上市公司接待 | 董事：宋嘉斌 | | | 董事会秘书、财务总监：蒋伟 ...

Core Viewpoint - The company has announced the development of MLCP technology, which integrates traditional packaging heat dissipation structures with liquid cooling channels to enhance cooling efficiency and reduce thermal resistance [1] Group 1: Technology Overview - MLCP is a cold plate technology that features micron-level channels within packaging materials, allowing coolant to be positioned closer to chip heat sources [1] - The integrated design of MLCP eliminates the need for traditional external cold plate models, enabling direct structural coupling with high-power and multi-chip modules [1] Group 2: Company Capabilities - The company possesses strong expertise in high thermal conductivity metal packaging materials, precision etching, and electroplating processes, which align well with the MLCP technology route [1] Group 3: Market Strategy - The company is actively advancing the sample testing and production line preparation for MLCP, with samples already delivered to key customers [1] - Future production capacity planning will be strictly based on market feedback and customer orders, aiming to seize opportunities in high heat flux density areas such as AI servers and power modules [1]

Group 1 - The core point of the news is the establishment of a joint venture, SUPERX COOLTECH PTE.LTD., between Cheng Tian Wei Ye and SuperX AI Technology, focusing on AI server and high-performance computing liquid cooling systems [1][2] - The joint venture aims to integrate strengths in AI system integration and thermal management components, targeting the global market (excluding mainland China and Hong Kong) with efficient and reliable liquid cooling solutions [1][2] - This strategic partnership marks a significant step in Cheng Tian Wei Ye's global strategy for "digital and energy thermal management" [1] Group 2 - The liquid cooling technology is becoming mainstream for high-performance computing and AI servers due to increasing power density and energy efficiency pressures in data centers [2] - Industry research predicts that the global data center liquid cooling systems market will experience rapid growth, potentially reaching several billion dollars in the coming years [2] - The joint venture's products, including MLCP, CDU, and integrated liquid cooling systems, will cover the entire thermal management chain from chips to complete cabinets, showcasing technological advantages and international market potential [2]

Group 1 - The company has initiated technical research and development for MLCP, with relevant patents currently under application [2]

Group 1 - The company has announced that it is conducting technical research and development on MLCP [1] - The relevant patents for this technology are currently under application [1]

Group 1: Market Overview - The Shanghai Composite Index closed at 3860.50, down 0.26%, while the Shenzhen Component Index rose 0.63% to 13005.77 [1] - The ChiNext Index led the three major indices with a gain of 1.51%, closing at 3066.18 [1] - The overall market showed mixed performance with the innovation growth sector outperforming blue-chip stocks [7] Group 2: Economic Indicators - Fixed asset investment (excluding rural households) from January to August 2025 increased by 0.5% year-on-year, totaling 326,111 billion [15] - The industrial added value above designated size grew by 5.2% year-on-year in August, with a month-on-month increase of 0.37% [17] - Retail sales of consumer goods in August reached 39,668 billion, reflecting a year-on-year growth of 3.4% [19] Group 3: Industry Dynamics - In August 2025, the industrial power generation volume was 936.3 billion kWh, marking a year-on-year increase of 1.6% [31] - The Ningxia region plans to establish a capacity pricing mechanism for power generation to promote energy storage development [27] - LG New Energy entered the top five in passenger car battery installation volume for the 36th week, driven by Tesla Model Y sales [33] Group 4: Company Updates - Borui Pharmaceutical received approval for clinical trials of BGM0504 tablets, a dual agonist for GLP-1 and GIP receptors, targeting metabolic diseases [40] - Xiangdian Co., Ltd. completed the issuance of A-shares to specific investors, raising approximately 1.999 billion [43]