On the evening of June 22, STL (002648.SZ) and CCTech (300604.SZ), two industry leaders, successively released their semi-annual performance forecasts.

STL expects to achieve a net profit attributable to shareholders of 6 billion to 7 billion yuan in the first half of 2026, a year-on-year increase of 118.68% to 155.13%.

In the first half of the year, the company fully utilized its integrated advantages in the industrial chain, maintained safe and stable operation of production facilities, achieved iterative innovation in products, continuously strengthened and upgraded services, comprehensively seized market opportunities, and drove sustained business growth; the company continued to promote technological innovation, achieving product quality improvement and cost optimization; the company continuously optimized management processes, promoted efficiency improvements, and enhanced overall competitiveness.

CCTech expects to achieve a net profit attributable to shareholders of 900 million to 1 billion yuan in the first half of 2026, a year-on-year increase of 110.76% to 134.18%.

In the first half of the year, the results of previous R&D investments continued to emerge, coupled with a significant release of demand in high-end downstream markets, the sales performance of the company's digital testing machines and other product lines saw substantial growth, scale effects became evident, and sales revenue increased significantly, leading to rapid profit growth. UBS Securities stated that CCTech's second-quarter performance forecast exceeded market expectations.

As of now, 11 listed companies in the A-share market have released their semi-annual performance forecasts for 2026.

In addition to the two companies mentioned above, EVE (300014.SZ) also achieved a doubling growth in the first half of the year, with the company expecting to achieve a net profit attributable to shareholders of 3.13 billion to 3.371 billion yuan in the first half of the year, a year-on-year increase of 95% to 110%. EVE stated that the company is committed to product iteration, service upgrades, and process optimization, seizing market growth opportunities to drive sustained business growth, with revenue increasing by approximately 60% year-on-year.

On June 21 local time, NVIDIA published a post on its official blog detailing the Rubin 100% liquid cooling technology solution.

As the world's first AI computing platform to achieve 100% liquid cooling, the NVIDIA Rubin platform completely eliminates reliance on air cooling, with every chip and network component in the system relying entirely on liquid cooling for heat dissipation, with no fans in the system.

The Rubin liquid cooling solution raises the coolant temperature to a maximum of 45 degrees Celsius, thereby improving cooling energy efficiency. It is reported that in climate-appropriate areas, this architecture can completely eliminate the need for cooling units, relying on outdoor dry coolers for heat dissipation, reducing the annual water consumption under traditional cooling tower models from approximately 2.6 million gallons per megawatt to nearly zero.

Wacker Chemie (China) believes that the main feature of the Rubin liquid cooling solution is the design of the coolant temperature. With a coolant inlet temperature of 45 degrees Celsius, cooling units can be eliminated in many places, and the cooling of the coolant can be achieved using only dry coolers on the primary side. By raising the coolant temperature, the Rubin liquid cooling solution achieves the dual goals of efficient cooling and reduced energy consumption Guojin Securities stated that as high-power AI chips and complete cabinet architectures continue to scale up, the power density of single cabinets is rapidly increasing, and liquid cooling will shift from an optional energy-saving solution to a basic configuration for high-power AI clusters.

Since the second quarter, financing funds have increased their positions in multiple liquid cooling server concept stocks. According to statistics, as of June 18, 12 stocks had a net financing purchase amount exceeding 100 million yuan. Infinera, Sifangda, Suzhou Tianmai, Yidong Electronics, and Spring Autumn Electronics ranked at the top, with net inflows of 922 million yuan, 793 million yuan, 604 million yuan, 465 million yuan, and 368 million yuan, respectively