CBN News 2026-09-28 07:12:11

Editor: Zhou Ling

According to the Shanghai Securities News, orders are scheduled until 2027, with revenue growth exceeding 400%, and production capacity falling short of delivery demands... This is not the story of some large internet company, but rather the reality of the liquid cooling industry in 2026. Driven by the surge in computing power demand represented by AI, liquid cooling is undergoing a transformation from a supporting role to a fundamental infrastructure component. Orders from both upstream and downstream of the supply chain are increasing, companies are expanding their production, and new players are entering the market – this "cold" business, ignited by the demand for intelligent computing, is becoming incredibly "hot" for the first time.

However, several interviewees also mentioned that the current liquid cooling industry is highly competitive with many players involved, and there are still differences in technical approaches. Moreover, manufacturing processes are continuously being iterated and upgraded. In this race, only companies that have managed to enter the core supply chains of domestic and international giants, mastered the core technologies, and maintained the ability for continuous iteration will be able to truly survive through these cycles and reap the benefits.

Yi Rating: Preparatory work has begun for the Haifeng project, and its overseas business is expected to contribute to new growth.

Yi Rating: Preparatory work has begun for the Haifeng project, and its overseas business is expected to contribute to new growth.

Changes in platform per-order volume and rising driver costs have led to a shift in the competitive landscape of the carpooling industry.

Overall, the scale of the carpooling industry is still growing.

In Depth | AI Pharmaceutical Companies Enter Verification Phase: Millions of High-Paying Talents Hard to Find, and the First Wave of Companies Reaping Benefits Has Appeared

The prosperity of the industry is reflected in job advertisements and orders.

The A-share CRO sector soared by over 7%, with 15 individual stocks experiencing increases of more than 10%.

The recovery in global demand for innovative drug research and development has led to an increase in CRO orders.

Yi Rating: Dongfang Cable's profits under pressure in the second quarter, but ample orders in hand ensure long-term growth

Yi Rating: Dongfang Cable's profits under pressure in the second quarter, but ample orders in hand ensure long-term growth