As leading companies implement full liquid cooling computing power architectures, superposition local computing power consumption control policies continue to be tightened, and multiple driving factors resonate. Liquid cooling technology has become just what is needed for the construction of ultra-high density AI computing power centers, and the rate of industry penetration continues to accelerate. In terms of the A-share market, liquid cooling concept stocks have increased by an average of more than 19% since this year. Among them, Ice Wheel Environment, Dingtong Technology, and Shenling Environmental have all risen by more than 144%. Judging from institutional research during the year, 19 liquid cooling concept stocks received institutional research. Among them, individual stocks such as Sanhua Intelligent Control, Dingtong Technology, Ice Wheel Environment, Lingyi Intelligent Manufacturing, and Yinlun Co., Ltd. received research from various institutions during the year. In terms of capital, 10 liquid cooling concept stocks received net purchases of more than 100 million yuan in financing during the year, including Juhua Co., Ltd., Shenling Environmental, Feilong, and Gaolan Co., Ltd.

Zhitongcaijing · 3d ago
As leading companies implement full liquid cooling computing power architectures, superposition local computing power consumption control policies continue to be tightened, and multiple driving factors resonate. Liquid cooling technology has become just what is needed for the construction of ultra-high density AI computing power centers, and the rate of industry penetration continues to accelerate. In terms of the A-share market, liquid cooling concept stocks have increased by an average of more than 19% since this year. Among them, Ice Wheel Environment, Dingtong Technology, and Shenling Environmental have all risen by more than 144%. Judging from institutional research during the year, 19 liquid cooling concept stocks received institutional research. Among them, individual stocks such as Sanhua Intelligent Control, Dingtong Technology, Ice Wheel Environment, Lingyi Intelligent Manufacturing, and Yinlun Co., Ltd. received research from various institutions during the year. In terms of capital, 10 liquid cooling concept stocks received net purchases of more than 100 million yuan in financing during the year, including Juhua Co., Ltd., Shenling Environmental, Feilong, and Gaolan Co., Ltd.