Liquid cooling race track enters a period of explosion, with many listed companies taking the lead in layout.

In recent days, the A-share liquid cooling concept has been hot, attracting market attention. "The popularity of the liquid cooling concept stems from industry market demand and long-term trend improvements," said Ding Zhenyu, a senior investment consultant at Jufeng Investment Consulting, to reporters. The industry's core barriers lie in technology and the supply chain, and the future market space for this race track is vast. In recent years, the development of green and low-carbon data centers has become urgent. In the background of the significant increase in AI server power consumption and chip power, liquid cooling solutions are gradually becoming the mainstream technology path for energy saving and consumption reduction in data centers due to their higher heat dissipation efficiency and lower PUE.