The 2026 semi-annual report shows that demand in the liquid cooling industry is gradually increasing, and the business volume of related listed companies is growing significantly, involving all aspects of the cold plate liquid cooling industry chain. However, there is a big difference in the company's profitability: the performance in the field of liquid cooling of optical modules is fair, the field of liquid cooling for servers is uneven, and the much-publicized immersion liquid cooling has not yet reached the stage of contributing to profits.

Zhitongcaijing · 1d ago
The 2026 semi-annual report shows that demand in the liquid cooling industry is gradually increasing, and the business volume of related listed companies is growing significantly, involving all aspects of the cold plate liquid cooling industry chain. However, there is a big difference in the company's profitability: the performance in the field of liquid cooling of optical modules is fair, the field of liquid cooling for servers is uneven, and the much-publicized immersion liquid cooling has not yet reached the stage of contributing to profits.