08:28:47
[Liquid cooling is gradually becoming a "necessity". 16 concept stocks have been surveyed by institutions and many companies have full orders] (1) The power consumption of computing chips has increased significantly. Traditional air cooling can no longer meet the heat dissipation needs of data centers. Liquid cooling technology with higher heat dissipation efficiency is changing from "optional" to "necessary". (2) Recently, there have been many positive news about the liquid cooling industry. The industry is moving from pilot demonstration to mass production. (3) There are nearly 50 A-share liquid cooling industry chain concept stocks. As of April 10, 13 stocks have increased by more than 20% this year, of which 6 have increased by more than 30%, including Shenling Environment, Guanghuan New Network, Dingtong Technology, and Hongfuhan. (4) In terms of institutional research, a total of 16 liquid cooling concept stocks have been surveyed by institutions this year. 9 stocks, including AVIC Optoelectronic, Dingtong Technology, Huafeng Aluminum, and Yinlun Shares, have been surveyed by more than 10 institutions. (5) Regarding orders, 11 companies (such as Dingtong Technology, Feirongda, Lingyi Intelligent Manufacturing, Feilong Shares, Jinfu Technology, etc.) have disclosed liquid cooling production lines or order status through announcements and other means. Overall, they have relevant orders or are in a state of full capacity.