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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