Liquid cooling is gradually becoming a "must-have". 16 concept stocks have been researched by institutions, with many companies' orders reaching saturation.

The power consumption of computing chips has increased significantly, and traditional air cooling technology can no longer meet the cooling needs of data centers. Liquid cooling, which has higher cooling efficiency, has transitioned from being an "optional" choice to a "mandatory" choice. In recent times, there have been many major events in the liquid cooling industry. Industry insiders point out that the liquid cooling industry is transitioning from pilot demonstrations to large-scale production. According to Securities Times Data, there are close to 50 concept stocks related to the liquid cooling industry in the A-share market. As of April 10, 13 concept stocks have seen gains of over 20% this year, with 6 of them having cumulative gains of over 30%, including Shengling Environment, Guanghuan New Network, Dingtong Technology, and Hongfuhai. In terms of institutional attention, among these individual stocks in the liquid cooling industry, 16 have been researched by institutions so far this year, with companies like AVIC Optoelectronics, Dingtong Technology, Huafeng Aluminum, and Yinlun Shares being researched by over 10 institutions. In the A-share market, 11 companies have disclosed information on their liquid cooling production lines or orders through various public channels, including Dingtong Technology, Feirongda, Lingyi Intelligent Manufacturing, Feilong Shares, and Jinfu Technology. Overall, these 11 companies have orders related to liquid cooling or are in a state of full capacity.