"liquid cooling" refers to a cooling method that uses a liquid with high specific heat capacity as a working medium for heat transmission to meet the heat dissipation requirements of IT equipment such as servers. It is mainly divided into indirect contact liquid cooling and direct contact liquid cooling. Pure water, mineral oil and fluorinated liquid are commonly used cooling liquids. At present, liquid cooling technology is mainly used in high performance computing, widely used in data center, edge computing, artificial intelligence technology and so on.

according to data estimation, more than 2% of edge computing data centers will adopt liquid cooling technology. Because of its high efficiency, low dependence on buildings and quiet safety, liquid cooling technology can meet the requirements of deploying higher density under the condition of insufficient power capacity of the site.

According to the official news of China Information and Communication Research Institute, five industry standards for liquid cooling in data centers were released in December 221 and will be formally implemented on April 1, 222. At the same time, with the official launch of the "East Counting and West Computing" project, the data center refrigeration industry will benefit greatly. The following listed companies should pay attention to the layout of liquid cooling in data center-related fields:

Shenling Environment (3118)

As the main supplier of Huawei's computer room in precision air conditioning, the sales share of Huawei's customized and medium and large HVAC equipment is mainly purchased from Shenling for enterprise business and operator business. Based on the experience of strategic cooperation with Huawei, it has been continuously extended to similar customer groups. At present, it has been recognized by many customers including Dawning, China Mobile, Ali, Tencent, Baidu, Qinhuai Data, Century Internet, Inspur, Kehua and Wanguo, and the scope of cooperation is gradually expanding.

on February 2th, 222, the company disclosed on the interactive platform that data center related business is the largest business segment of the company. The country's promotion of East-West Computing and the construction of computing hub nodes will create a large number of market opportunities. The company will increase investment and expansion in efficient and energy-saving data center cooling systems such as new evaporative cooling products, natural cooling products and liquid cooling products in combination with the background of carbon neutrality.

Yimikang (3249)

The core business of the company provides overall solutions for the whole life cycle of information and data infrastructure such as data centers. The company focuses on the cultivation of the technology infrastructure industry in the data center, and has built a well-connected operation of the industrial chain in the industry, which has formed the brand advantage of professional overall solutions.

in March, 22, the company said on the interactive platform that the company was conducting research on the application of liquid metal refrigeration technology. On January 26, 222, the company's interactive disclosure: the company's related products and solutions have included digital twin technology and applications, such as the current data center field, the previous bim modeling, the digital design, simulation and manufacturing of air conditioners, and the big data platform for life cycle management, all of which are practical applications of digital twin technology.

Juhua Co., Ltd. (616)

The company is a leading advanced manufacturing base of new materials for fluorine chemical industry and chlor-alkali chemical industry in China, and its main business is research and development, production and sales of basic chemical raw materials, food packaging materials, fluorine chemical raw materials and follow-up products. The company has the necessary industrial self-supporting system of chlor-alkali chemical industry, sulfuric acid chemical industry, coal chemical industry and basic fluorine chemical industry, and on this basis, it has formed a complete fluorine chemical industry chain including basic supporting raw materials, fluorine refrigerants, organic fluorine monomers, fluorine-containing polymers and fine chemicals, and set foot in the petrochemical industry.

The company has successfully developed a giant core coolant for high-performance big data center equipment, which fills the blank of domestic high-performance big data center coolant, and its main performance indicators are equivalent to those of foreign monopoly products. The planned production capacity of the company's submerged coolant project is 5, tons/year, of which the first phase of 1, tons/year project is in the construction stage.