B[The concept of liquid-cooled servers has been active repeatedly, and Jingda shares have been rising by the daily limit] On September 18, the concept of liquid-cooled servers has been active repeatedly, and Jingda shares have been rising by the daily limit in the afternoon. Previously, Xiangxin Technology hit the daily limit, and Jiebang Technology, Zhenan Technology, Ice Lun Environment, and Huasheng Shares were among the top gainers. In terms of news, recently, Ningchang Information took the lead in launching the first MW-level single-phase cold plate full liquid cooling super node solution, successfully pushing the heat dissipation capacity of a single cabinet to 1MW, and both single-node and single-chip heat dissipation have reached the world's leading level. B[The concept of liquid-cooled servers fluctuated and pushed up, Wharton Technology rose by the daily limit] On September 17th, the concept of liquid-cooled servers fluctuated and rose by the daily limit, Wharton Technology hit the daily limit, Jizhi Technology rose by more than 10%, and Wanxun Automation, Shenling Environment, Taifu Pump Industry, and Binglun Environment were among the top gainers. In terms of news, recently, Ningchang Information took the lead in launching the first MW-level single-phase cold plate full liquid cooling super node solution, successfully pushing the heat dissipation capacity of a single cabinet to 1MW, and both single-node and single-chip heat dissipation have reached the world's leading level. B[The concept of liquid-cooled servers fluctuated higher, and Xinghui shares hit the daily limit of 20cm] On September 16th, the concept of liquid-cooled servers fluctuated higher in the afternoon, and Xinghui shares hit the daily limit of 20cm. Previously, Haoersai and Kerui Technology hit the daily limit, Taifu Pump Industry and Qiangrui Technology rose by more than 10%, and Fivotech, Dun'an Environment, and Kangsheng Shares were among the top gainers. In terms of news, recently, Ningchang Information took the lead in launching the first MW-level single-phase cold plate full liquid cooling super node solution, successfully pushing the heat dissipation capacity of a single cabinet to 1MW, and both single-node and single-chip heat dissipation have reached the world's leading level. B[The concept of liquid-cooled servers rebounded in shock, and Huazhijie hit the daily limit] On September 14th, the concept of liquid-cooled servers rebounded in the afternoon, and Huazhijie hit the daily limit. Previously, Hongsheng shares hit the daily limit, and Runhe Materials, Costar, Kexinyuan, Yihua Shares, and Gaolan Shares were among the top gainers. In terms of news, Zheshang Securities Research Report pointed out that the third quarter is a key turning point for the liquid cooling industry from pilot to batch delivery and centralized performance realization, driven by the large-scale shipment of NVIDIA VR200 cabinets as the core driver. B[The concept of liquid-cooled servers rebounded with shock and Far East shares hit the daily limit] On September 9th, the concept of liquid-cooled servers rebounded in the afternoon, with Far East shares hitting the daily limit, followed by 800 million Spacetime, Science and Technology Innovation Source, Gaolan Shares, Ice Lun Environment, Dunan Environment, etc. According to the news, in early September, NVIDIA Vera Rubin was fully put into production and officially written into the full liquid-cooled reference design. The single-chip TDP has been increased to about 2300W, and the power of a single cabinet far exceeds the traditional air-cooled heat dissipation limit. The heat dissipation demand boundary has extended from GPUs and CPUs to switches and optical module Cage full links. Liquid cooling technology is being upgraded from a computing power support to an essential infrastructure requirement for AI data centers. The value and penetration rate of a single cabinet are rising simultaneously. B[Liquid-cooled servers and IDC power supply concepts continue to rise. Sinopec Technology and COSCO have 20cm daily limit.] On September 7th, liquid-cooled servers and IDC power supply concepts expanded in the afternoon, with Sinopec Technology and COSCO reaching 20cm daily limit. Previously, Jitai Technology, Dunan Environment, Halsey, and Kerui Technology had hit their daily limit, and Alade, Gaolan Technology, Yihua Technology, and Jingquanhua were among the top gainers. On the news, on September 4, seven departments including the Central Cyberspace Administration of China jointly issued the "Implementation Plan for Promoting Digital and Green Collaborative Transformation Development (2026-2030)." It is mentioned that the 800V high-voltage DC power supply architecture for computing power facilities will be explored and the deployment of single cabinets exceeding 100 kilowatts will be promoted. B[Liquid-cooled server concept rebounded in shock, COSCO and Gaolan shares both rose by more than 10%] On September 7, the concept of liquid-cooled server rebounded in intraday shock, with COSCO and Gaolan shares rising by more than 10%. Previously, Jitai Shares, Haoersai, and Dunan Environment had reached their daily limit, and Jindi Shares, Continental, Shenling Environment, and Ice Lun Environment were among the top gainers. In terms of news, AI computing power has driven liquid cooling from "optional" to "rigid necessity", and there is an obvious mismatch between supply and demand in core links such as cold plates, CDUs, and UQDs. TrendForce’s latest estimate is that the penetration rate of liquid cooling in AI chips will increase from 33% in 2025 to 53% in 2026, and is expected to approach 60% in 2027. B[Liquid-cooled server concept rises again, Hongsheng shares have 2 boards in 4 days] On September 3rd, the concept of liquid-cooled servers rose again in the afternoon, and Hongsheng shares had 2 boards in 4 days. Previously, Jitai shares, Xinpeng shares, Jindi shares, and Jinfu Technology hit the limit, and Siquan New Materials, Hongfuhan, and Tongfei shares all rose by more than 10%. B[The concept of liquid-cooled servers has repeatedly strengthened, and Jinfu Technology and other stocks have hit their daily limit] On September 3, the concept of liquid-cooled servers has repeatedly strengthened, with Jinfu Technology having 4 boards in 10 days. Previously, Jitai shares had 4 boards in a row, Jindi shares had 3 boards in 4 days, Siquan New Materials and Hongfuhan rose by more than 10%, and Snowman shares, Sichuan Run shares, Shenling Environment, Feilong shares, etc. were among the top gainers. On the news, CICC’s research report stated that it is optimistic about the high growth of the optical communication cooling track in the context of the continued expansion of AI computing power clusters, focusing on optical module VC, liquid cooling Cage and co-packaged switch liquid cooling opportunities. B[Liquid-cooled server concept is active, Feilong Co., Ltd. and Snowman Group both hit the daily limit] On September 2, the liquid-cooled server concept performed actively. Feilong Co., Ltd. and Snowman Group both hit the daily limit, followed by Southern Pump Industry, Xinpeng Co., Ltd., and Invic. On the news, CCID Consulting data shows that China’s liquid cooling data center market size will reach 15.98 billion yuan in 2025, a year-on-year increase of 45.2%. According to predictions from industry organizations, the global smart computing liquid cooling market may exceed 100 billion yuan in 2026. A[Liquid-cooled server concept continues to rise, Rongyi Precision and other nearly ten stocks have hit their daily limit] On August 31, the liquid-cooled server concept continued to rise during the session, with Rongyi Precision rising to the 30cm limit. Previously, Guanlong Energy Saving, Kangsheng Shares, Jinfu Technology, Jindi Shares and other stocks hit the limit, and Jingyan Technology, Tongfei Shares, and Science and Technology Innovation Source all rose by more than 10%. On the news, CCTV Finance reported that as the Wanka Intelligent Computing Center accelerates its launch, the power consumption of AI chips exceeds 1,000W. Traditional air cooling cannot meet the heat dissipation needs, and liquid cooling has become a "must option" for computing power deployment. Liquid cooling production lines in Shandong, Guangdong and other places are operating at full capacity, and orders for core equipment CDU have been scheduled until the end of 2026, with some delivery cycles expected to 2027. A[Liquid-cooled server concept is active, and Tongfei shares are up more than 10%] On August 31, the liquid-cooled server concept was active, Tongfei shares were up over 10%, Haiou shares hit the daily limit, Xinpeng Shares, Qiangrui Technology, Dayuan Pump Industry, Yimikang, and Binglun Environment followed suit. On the news, it is reported that a batch of liquid-cooled servers are being assembled and tested on the high-end AI server production line in Jinan, Shandong, and are about to be delivered and put into production; in Laixi, Qingdao, Shandong, orders for a liquid-cooled core equipment component CDU assembly line have been scheduled until the end of December.
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