{"id":176476,"date":"2026-08-30T19:46:33","date_gmt":"2026-08-30T11:46:33","guid":{"rendered":"https:\/\/www.gocpmall.com\/?p=176476"},"modified":"2026-08-30T19:46:33","modified_gmt":"2026-08-30T11:46:33","slug":"%e3%80%90%e6%b6%a8%e5%81%9c%e7%9b%b4%e5%87%bb%e3%80%91%e6%b6%b2%e5%86%b7%e6%a6%82%e5%bf%b5%e7%88%86%e5%8f%91%ef%bc%8c%e8%8b%b1%e7%bb%b4%e5%85%8b%e7%ad%89%e5%a4%9a%e8%82%a1%e6%b6%a8%e5%81%9c-_","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=176476","title":{"rendered":"\u3010\u6da8\u505c\u76f4\u51fb\u3011\u6db2\u51b7\u6982\u5ff5\u7206\u53d1\uff0c\u82f1\u7ef4\u514b\u7b49\u591a\u80a1\u6da8\u505c _ \u4e1c\u65b9\u8d22\u5bcc\u7f51"},"content":{"rendered":"

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8月25日午后， 液冷服务器 概念走高。截至发稿时， 豪尔赛 、 康盛股份 、 英维克 、 金富科技 、 亿利达 涨停， 申菱环境 、 同飞股份 均涨超10%， 方盛股份 、 五洋自控 等个股大涨。 图片来源： 同花顺 在算力设备以及 数据中心 机房的高热密度趋势和高能效散热要求的双重推动下，液冷技术加速导入。机构认为，NVIDIA Vera Rubin开始出货带动液冷起量，未来2—3年液冷渗透率将大幅提升。随着 AI芯片 单芯片设计功耗均将突破1kW，对应整个服务器柜的功率将达到数百kW，原有风冷散热效率无法满足，液冷逐步成为 AI芯片 散热标配。根据TrendForce数据，2025年液冷渗透率约33%，预计2026年将达53%、2027年逼近60%。 国泰海通 证券表示，随着NVIDIA Vera Rubin平台全面导入Fanless（无风扇）全液冷架构，液冷覆盖范围从以往的GPU\/CPU扩展至CX9网卡、配电板（Busbar\/Power Board）、光收发模块及其他关键零部件，单机柜散热价值也随之提升，看 好未来 1—2年液冷渗透率快速提升带来的如水冷板、分歧管、CDU、快接头等供应链投资机会。 东方证券 认为，随着国内外 数据中心 建设推进、液冷渗透率持续提升，CDU、液冷板等核心组件以及以液冷泵、板式换热器等为代表的关键零部件将同步迎来需求增长，国内液冷产业链公司有望借机切入国内外液冷配套体系，持续开拓增长空间。 （文章来源：中国证券报·中证金牛座）
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