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Recently, the concept of liquid cooling has been garnering significant attention in the A-share market. Ding Zhenyu, a senior investment advisor at Jufeng Investment Advisory, remarked that the popularity of the liquid cooling concept is a reflection of the robust market demand and the long-term industry trends. The key challenges in this sector revolve around technology and supply chain management, yet the market potential remains vast. In recent years, there has been a pressing need for green and low-carbon development in data centers. Given the substantial surge in power consumption of AI servers and chip capabilities, liquid cooling solutions—capitalizing on their superior heat dissipation efficiency and low Power Usage Effectiveness (PUE)—are gradually emerging as the mainstream technology for enhancing energy conservation and reducing consumption in data centers.
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