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Science and Technology Innovation Source (300731.SZ): Abandon priority purchase rights to transfer shares in the participating company Microchip Changjiang
On March 19, Gelonghui Innovation Source (300731.SZ) announced that Anhui Microchip Changjiang Semiconductor Materials Co., Ltd. (“Microchip Changjiang”) is a participating company holding 3.3708% of the company's shares. The company recently learned that in order to implement the reform and development requirements of state-owned enterprises, Tongling Construction Investment Holding Co., Ltd., the shareholder of Microchip Changjiang, is currently optimizing and adjusting its shareholding structure. According to the actual development situation of Tongling Construction, it plans to transfer the full amount of the 5.6180% shares in the Microchip Changjiang (corresponding investment amount of RMB 50 million) to Anhui Hengzhen Investment Co., Ltd., the company and WeChat
Science and Technology Innovation Source (300731.SZ): Polymer material products can be used in communications, electricity, automobiles and other fields
Gelonghui March 12 | Science and Technology Innovation Source (300731.SZ) said on the investor interactive platform that currently the company's polymer materials products can be used in the fields of communications, electricity, automobiles, etc.
Science and Technology Innovation Source (300731.SZ): Currently, thermal management related products can be used in fields such as new energy vehicles and energy storage systems, household appliances, communications, data centers, etc.
Gelonghui March 5 丨 Some investors asked Science and Technology Innovation Source (300731.SZ) on the investor interactive platform, “Does your company's business involve the construction of computing power, or does the company arrange computing power construction?” The company replied that at present, the company's thermal management related products can be used in fields such as new energy vehicles, energy storage systems, household appliances, communications, and data centers. For the specific situation of the company's business, please pay attention to the company's publicly disclosed regular reports and temporary announcements.
Open Source Securities: The inflection point of the liquid cooling industry in the high-density AI era is gradually approaching
As the demand for artificial intelligence computing power continues to grow, liquid cooling can better meet AIDC's cooling needs, and liquid cooling is expected to be deployed at an accelerated pace in the AIDC scenario.
A-share changes丨Liquid-cooled server concept stocks quickly boosted, and Sinopec rose more than 10%
Gelonghui March 1 | Sinopec Technology and Science Innovation Source rose more than 10%, while Gaolan Co., Ltd., Huaqin Technology, Shuguang Digital Innovation, Jingyan Technology, Feirongda, and Jialitu rose more than 5%. According to the news, IDC estimates that by 2027, China's liquid-cooled server market will reach 8.9 billion US dollars. At the same time, data shows that cold plate liquid cooling has become the mainstream of liquid cooled data centers, accounting for 90% of the liquid cooled server market in China.
A-share liquid cooling concept stocks once again boosted KeChuangyuan and Imikang both rose and stopped at 20CM
Gelonghui, Feb. 22 | Science and Technology Innovation Source and Imikang both rose and stopped at 20CM. Shuguang Digital Innovation and Gaolan shares rose more than 10%, and Inspur Information, Jialitu, Ruijie Network, etc. rose more than 5%. According to the news, the “Science and Technology Innovation Board Daily” reporter learned from people familiar with the matter that China Telecom is planning to build an intelligent computing cluster center in Shanghai that can support the training of models with large trillion parameters. Among them, a single pool built 10,000 cards of domestic computing power, which is the first domestic ultra-large-scale computing power liquid cooling cluster that supports 10,000 cards in a single pool.
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