The liquid-cooled server sector is experiencing fluctuation and rise, Dayuan Pump Industry has reached the limit up.

Liquid-cooled server boards are fluctuating and rising, Dayuan Pumping Industry has hit the limit up, Binglun Environment was previously locked limit up, Chuanrun shares, Yongtai Technology, and Yingweike followed the rise. In terms of news, the four departments have implemented the "Action Plan for Promoting Mutual Empowerment of Artificial Intelligence and Energy", which clearly states that newly-built large-scale AI computing centers must be 100% equipped with liquid cooling. It is required to complete the transformation of high-power consumption air-cooled data centers before 2028. Those who do not meet the standards will be restricted in terms of electricity approval and electricity prices will be raised. The hub of calculation and communication requires a PUE of 1.2, while the PUE of typical air-cooled data centers is 1.3-1.4, which does not meet the standards. Liquid cooling can reduce the PUE to less than 1.1 and has become a strict threshold for project approval. Subsidies for purchasing in many regions are driving IDCs and cloud providers to accelerate their replacements. The national standard for cold plate liquid cooling will be implemented in the second half of the year, and the conditions for the industry to scale up are mature, establishing a logic for high growth over the next three years.