Boway Alloy: Rubin microchannel liquid cooling material has been successfully validated and is awaiting mass production.
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Sanhua Intelligent Control: Liquid Cooling Business Progressing Smoothly, Bionic Robots Becoming the Third Growth Curve
Mars Finance reports that Sanhua Intelligent Control (002050.SZ) released an investor relations activity record announcement, stating that the company has established a dedicated liquid cooling project team, with related liquid cooling products deployed across various business units, covering both primary and secondary cooling systems. Currently, the company's liquid cooling-related businesses are progressing smoothly, entering new liquid cooling business scenarios as a thermal management component supplier. The company already supplies products for both primary and secondary cooling systems, with core categories including valves, pumps, and heat exchangers. Simultaneously, the company continues to conduct R&D based on customers' long-term application needs, constantly improving its product line, and has already provided related products to some global customers. The bionic robot component business is gradually becoming an important third growth curve for the company, and emerging businesses such as energy storage and data center thermal management are accelerating their implementation, continuously injecting new momentum into the company's long-term development. (Cailian Press)
Everbright Securities: The semiconductor and AI wave is driving fluorine-containing new materials into a period of rapid growth.
According to a research report by Everbright Securities, leading domestic fluorochemical companies are accelerating their development of fluorine-containing new materials, focusing on creating a second growth curve. In the semiconductor field, high-purity (e.g., G5 grade) electronic-grade hydrofluoric acid, an indispensable key wet electronic chemical in chip manufacturing, has long been monopolized by Japanese and American companies. In recent years, domestic companies have leveraged their integrated industrial chain advantages to overcome the bottleneck of ultra-clean high-purity processes. Electronic-grade hydrofluoric acid has successfully passed the stringent certifications of leading domestic and international wafer foundries and entered a stage of large-scale production. Simultaneously, the rapid increase in computing power from AI, HPC, and hyperscale data centers has led to a continuous increase in the heat density of data centers. Traditional air-cooling solutions are gradually becoming insufficient to meet the demands of high-power-density scenarios, and liquid cooling is becoming the essential solution for efficient heat dissipation. Fluorochemical companies are adapting to the trend of efficient heat dissipation and actively developing high-performance fluorine-containing coolants such as perfluoropolyether (PFPE). With their insulating, non-flammable, and excellent thermal management properties, they occupy an irreplaceable position in high-safety, high-power scenarios such as immersion liquid cooling. Fluorine-containing new materials are driving fluorochemical companies towards a deep transformation towards high-tech barriers and high added value. (Cailian Press)
AVIC Optoelectronics: The company's high-speed interconnect and liquid cooling products for the computing power market are in high demand.
According to Mars Finance, AVIC Optoelectronics stated on its interactive platform that the company's high-speed interconnect and liquid cooling products for the computing power market are in high demand, and its capacity utilization rate is at a high level. Regarding capacity expansion, the company has implemented several targeted production increase plans, and all expansion work is progressing smoothly.
Samsung begins mass production of next-generation enterprise-grade SSDs for Nvidia Vera Rubin.
According to BlockBeats, on July 8th, Samsung Electronics began mass production of its most advanced data center storage hard drive, which will be used in NVIDIA's upcoming Vera Rubin platform. This enterprise-class solid-state drive, named PM1763, was first announced earlier this year at NVIDIA's GTC conference. Samsung also showcased its next-generation high-bandwidth memory (HBM4) and low-power SOCAMM2 modules at the time, as part of a comprehensive solution for AI data centers. Samsung stated on Wednesday that the PM1763 features the company's latest V-NAND flash memory chips and a newly developed 4nm controller, offering more than double the read and write speeds of its predecessor. The PM1763 is designed to reduce data latency for advanced processors and AI accelerators. To maintain high-speed performance during AI training and inference, the drive employs a liquid-cooling design.
The high temperatures and heatwaves have spurred a multi-dimensional demand for cooling measures, leading to the expansion and upgrading of the "cooling economy."
Since the beginning of summer, widespread high temperatures have persisted across the country, leading to a surge in demand for cooling solutions across various sectors, including consumer goods, industrial production, and computing power. This has reshaped traditional summer consumption patterns. The high temperatures have not only boosted orders for household and commercial cooling equipment both domestically and internationally, activating the traditional peak season for cooling-related consumption, but have also driven record-breaking electricity loads across society. The pent-up demand for power supply continues to be released, while simultaneously forcing AI data centers to accelerate the iteration and implementation of liquid cooling technology. Analysts point out that from the booming production and sales of household appliances and the stable supply and efficiency of the power industry chain to the expansion of the digital infrastructure thermal management sector, the cooling economy is moving beyond its purely seasonal nature, extending and upgrading across the entire spectrum of the real economy and the digital economy. Listed companies are seizing this structural opportunity, improving efficiency in traditional sectors and proactively positioning themselves in emerging sectors, comprehensively opening up new avenues for summer economic growth. (China Securities Journal)
Hualing Cable: Its subsidiary, Sanzhu Technology, is developing liquid-cooled motor connectors, which will indirectly support Nvidia's supply chain.
According to Mars Finance, Hualing Cable (001208.SZ) released an investor relations activity record announcement. Sanzhu Technology, a key strategic component of the company in the connector and robotics fields, is currently performing well, achieving rapid growth in the first half of 2026, mainly benefiting from strong downstream demand and increased orders from both new and existing customers. In the AI liquid cooling field, Sanzhu Technology is developing a new product, a liquid-cooled motor connector, for an Asian liquid cooling system manufacturer. This product will indirectly supply NVIDIA's supply chain. In the rocket field, the company's clients include LandSpace, China Rocket, and related indirect supporting units. The main product being developed is reusable ignition cables, currently in the R&D, testing, and verification stage. In the satellite field, clients include China Aerospace Commercial Satellite Company and related indirect supporting units. (Cailian Press)