The concept of liquid-cooled servers continues to be strong, with Runhe High-Tech Materials and other stocks rising over 10%

The concept of liquid-cooled servers continues to be strong from last week, with Runhe High-Tech Materials, Qiangrui Technology, and Gaolan Co., Ltd. rising over 10%. Previously, Chuanrun Co., Ltd. had two consecutive limit-ups, and Yinlun Co., Ltd., Feilong Co., Ltd., Chuanhuan Technology, Invt, and Keda also followed suit. On the news front, Tianfeng Securities believes that the value of a single NVL72 liquid-cooled cabinet is about $100,000. With the increased shipment of GB200/300 high-density power cabinets, the penetration rate of liquid cooling in AI data centers is expected to rise from B200~10% to GB300~90%. It is anticipated that 2025 may be the first year of significant growth for liquid cooling