Group 1: Stock Market Activity - On the institutional leaderboard, 34 stocks were listed, with 18 experiencing net buying and 16 facing net selling [1] - The top three stocks with the highest institutional buying were Zhongxin Fluorine Materials, Guoji Precision Engineering, and Lideman [1] Group 2: Key Stocks and Performance - Zhongxin Fluorine Materials (002915.SZ) saw a decrease of 2.46% with 5 buyers and 2 sellers, attracting 3 institutional buyers [2] - Guoji Precision Engineering (002046.SZ) increased by 9.99% with 3 buyers and no sellers, attracting 1 institutional buyer [2] - Lideman (300289.SZ) rose by 11.87% with 2 buyers and 2 sellers, also attracting 1 institutional buyer [2] Group 3: Infrastructure Developments - The Xinjiang-Tibet Railway, which connects Xinjiang and Tibet, was established with a registered capital of 95 billion RMB, aiming to start construction within the year [3] - Major railway and transportation projects are expected to drive demand in construction, building materials, and equipment sectors [3] Group 4: Liquid Cooling Market - The global liquid cooling market surpassed 50 billion RMB in 2024, with China accounting for 35% of the market share, and is projected to exceed 200 billion RMB by 2025 [4] - Microsoft has expanded its data center capacity significantly, implementing "AI First" deployment strategies across all regions, enhancing the penetration of liquid cooling solutions [3][4] Group 5: Company Developments in Liquid Cooling - In a recent investor relations activity, a company mentioned that its liquid cooling server business is expected to start mass supply in 2025, contributing 2.4% to Q1 2025 revenue [5]

（编辑 袁冠琳） 证券日报网讯 中欣氟材8月5日在互动平台回答投资者提问时表示，公司早在多年前着手进行了轻量化 材料的战略布局，其中PEEK原料DFBP全产业链生产线已建设，另外公司持续推进相关DFBP下游材料 的研发及中试工作。当前，面对快速发展的轻量化材料市场，公司正积极推进相关材料的市场拓展与认 证事宜。具体经营情况敬请关注公司定期报告。 ...

Group 1 - The company has been strategically planning for lightweight materials for several years, including the establishment of a full industrial chain production line for PEEK raw material DFBP [2] - The company is actively advancing the research and pilot testing of downstream materials related to DFBP [2] - The company is focusing on market expansion and certification for lightweight materials in response to the rapidly developing market [2]