投资要点氟化液需求有望爆发我们认为随着 AI 服务器机柜功率快速提升,在部分高密度部署的细分领域中冷板式液冷接近极限,浸没式液冷渗透率有望提升,并将带动氟化液需求爆发。根据QY Research 数据,目前浸没式冷却液中氟碳化合物是最主要的细分产品,占据大约94.2%的份额。以机柜每千瓦约需2-3 公斤冷却液计算,英伟达NVL 144服务器机柜功率达到200KW,若采用浸没式液冷方式,约需要0.5...
Source Link投资要点氟化液需求有望爆发我们认为随着 AI 服务器机柜功率快速提升,在部分高密度部署的细分领域中冷板式液冷接近极限,浸没式液冷渗透率有望提升,并将带动氟化液需求爆发。根据QY Research 数据,目前浸没式冷却液中氟碳化合物是最主要的细分产品,占据大约94.2%的份额。以机柜每千瓦约需2-3 公斤冷却液计算,英伟达NVL 144服务器机柜功率达到200KW,若采用浸没式液冷方式,约需要0.5...
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