Listed companies compete in the liquid cooling track

According to Trend Force's forecast, the global adoption rate of liquid cooling in data centers is expected to increase from 14% in 2024 to 26% in 2025. In China, it is anticipated that by 2027, with the large-scale implementation of AI applications and the increasingly mature liquid cooling ecosystem, the liquid cooling market size will exceed 100 billion yuan. In the face of this market blue ocean, various parties have been actively laying out their strategies in recent years. Currently, the liquid cooling data center industry chain covers upstream liquid cooling components, midstream liquid cooling servers and infrastructure, and downstream liquid cooling data centers. Relevant listed companies are investing heavily in and promoting liquid cooling technology, with many even launching full-chain liquid cooling solutions. For example, KEHUA DATA Co., Ltd. stated that the company has launched full lifecycle services for liquid cooling data centers, offering cold plate and immersion liquid cooling series products, with liquid cooling containers already exported overseas. Guangzhou Gaolan Energy Saving Technology Co., Ltd. recently stated on the investor interaction platform that the company can currently provide various liquid cooling solutions for data centers, with comprehensive solution capabilities ranging from thermal architecture design, equipment integration to system debugging and operation maintenance. The company will continue to increase investment, actively seize market opportunities, and strive to promote the growth of its liquid cooling business