液冷板块持续走强德昌电机控股(00179)涨10.57%、三花智控(02050)涨8.3%

金吾财讯

Jul 03

金吾财讯 | 港股液冷板块持续走强，截至发稿，德昌电机控股(00179)涨10.57%，三花智控(02050)涨8.30%，敏实集团(00425)涨5.80%，津上机床中国(01651)涨4.82%，比亚迪电子(00285)涨4.23%，蓝思科技(06613)涨3.95%，FITHONTENG(06088)涨2.90%，龙蟠科技(02465)涨2.39%。消息面上，华泰证券表示，芯片功率跃升，AIDC液冷逐步变为必需，该机构预计全球AIDC液冷市场26年达1076亿元(yoy+271%)，产业链价值量将向冷板、CDU、快接头、Manifold、管路、泵等环节集中释放，这些环节与汽车热管理零部件在工艺和能力上高度同源，构成汽零企业切入AIDC的重要抓手。具备技术同源能力，并开拓AIDC液冷新领域的汽零公司，有望迎来盈利增厚机遇。不同于市场的观点，市场认为汽零公司以Tier2身份切入部分AIDC液冷领域竞争力不足。该机构认为技术同源+成本优势+下游客户降本诉求和供应链放开放大了汽零公司的切入机会，当前汽零公司集中布局CDU核心零部件(泵、阀、换热器)+冷板+管路，偏二次侧和零部件层。随着行业放量，汽零公司的成本管控和VA/VE优势或将逐步放大。而供应链"1到N"的过程中，部分汽零有望凭借热管理know-how+制造能力+成本优势，成为液冷赛道中的核心力量，带来营收和利润的弹性。

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href=\"https://laohu8.com/S/00179\">德昌电机控股</a>(00179)涨10.57%，<a href=\"https://laohu8.com/S/002050\">三花智控</a>(02050)涨8.30%，<a href=\"https://laohu8.com/S/00425\">敏实集团</a>(00425)涨5.80%，<a href=\"https://laohu8.com/S/01651\">津上机床中国</a>(01651)涨4.82%，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)涨4.23%，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>(06613)涨3.95%，FITHONTENG(06088)涨2.90%，<a href=\"https://laohu8.com/S/603906\">龙蟠科技</a>(02465)涨2.39%。消息面上，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，芯片功率跃升，AIDC液冷逐步变为必需，该机构预计全球AIDC液冷市场26年达1076亿元(yoy+271%)，产业链价值量将向冷板、CDU、快接头、Manifold、管路、泵等环节集中释放，这些环节与汽车热管理零部件在工艺和能力上高度同源，构成汽零企业切入AIDC的重要抓手。具备技术同源能力，并开拓AIDC液冷新领域的汽零公司，有望迎来盈利增厚机遇。不同于市场的观点，市场认为汽零公司以Tier2身份切入部分AIDC液冷领域竞争力不足。该机构认为技术同源+成本优势+下游客户降本诉求和供应链放开放大了汽零公司的切入机会，当前汽零公司集中布局CDU核心零部件(泵、阀、换热器)+冷板+管路，偏二次侧和零部件层。随着行业放量，汽零公司的成本管控和VA/VE优势或将逐步放大。而供应链\"1到N\"的过程中，部分汽零有望凭借热管理know-how+制造能力+成本优势，成为液冷赛道中的核心力量，带来营收和利润的弹性。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-03 10:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股液冷板块持续走强，截至发稿，<a href=\"https://laohu8.com/S/00179\">德昌电机控股</a>(00179)涨10.57%，<a href=\"https://laohu8.com/S/002050\">三花智控</a>(02050)涨8.30%，<a href=\"https://laohu8.com/S/00425\">敏实集团</a>(00425)涨5.80%，<a href=\"https://laohu8.com/S/01651\">津上机床中国</a>(01651)涨4.82%，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)涨4.23%，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>(06613)涨3.95%，FITHONTENG(06088)涨2.90%，<a href=\"https://laohu8.com/S/603906\">龙蟠科技</a>(02465)涨2.39%。消息面上，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，芯片功率跃升，AIDC液冷逐步变为必需，该机构预计全球AIDC液冷市场26年达1076亿元(yoy+271%)，产业链价值量将向冷板、CDU、快接头、Manifold、管路、泵等环节集中释放，这些环节与汽车热管理零部件在工艺和能力上高度同源，构成汽零企业切入AIDC的重要抓手。具备技术同源能力，并开拓AIDC液冷新领域的汽零公司，有望迎来盈利增厚机遇。不同于市场的观点，市场认为汽零公司以Tier2身份切入部分AIDC液冷领域竞争力不足。该机构认为技术同源+成本优势+下游客户降本诉求和供应链放开放大了汽零公司的切入机会，当前汽零公司集中布局CDU核心零部件(泵、阀、换热器)+冷板+管路，偏二次侧和零部件层。随着行业放量，汽零公司的成本管控和VA/VE优势或将逐步放大。而供应链\"1到N\"的过程中，部分汽零有望凭借热管理know-how+制造能力+成本优势，成为液冷赛道中的核心力量，带来营收和利润的弹性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"00425","symbol_name":"敏实集团","start_time":0,"source_url":"1985060","article_id":"2648363088","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210810/Y2E2NzVmYjg0MWU1MjU0NDY3MDY2MjI=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2648363088","pubTimestamp":1783046184,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 港股液冷板块持续走强，截至发稿，德昌电机控股 涨10.57%，三花智控涨8.30%，敏实集团涨5.80%，津上机床中国涨4.82%，比亚迪电子涨4.23%，蓝思科技涨3.95%，FITHONTENG涨2.90%，龙蟠科技涨2.39%。具备技术同源能力，并开拓AIDC液冷新领域的汽零公司，有望迎来盈利增厚机遇。不同于市场的观点，市场认为汽零公司以Tier2身份切入部分AIDC液冷领域竞争力不足。随着行业放量，汽零公司的成本管控和VA/VE优势或将逐步放大。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"00425":"敏实集团","LU0278937759.USD":"abrdn SICAV I - EMERGING MARKETS SMALLER COMPANIES\"A\" (USD) ACC","BK1149":"通信设备","02050":"三花智控","LU0359201612.USD":"贝莱德中国基金A2","BK1607":"新IT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1183":"工业机械","BK0070":"员工持股","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","BK1515":"抗疫概念","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK1589":"北水核心资产","BK0259":"通用设备","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK1508":"富士康概念","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A 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港股液冷板块持续走强，截至发稿，德昌电机控股(00179)涨10.57%，三花智控(02050)涨8.30%，敏实集团(00425)涨5.80%，津上机床中国(01651)涨4.82%，比亚迪电子(00285)涨4.23%，蓝思科技(06613)涨3.95%，FITHONTENG(06088)涨2.90%，龙蟠科技(02465)涨2.39%。消息面上，华泰证券表示，芯片功率跃升，AIDC液冷逐步变为必需，该机构预计全球AIDC液冷市场26年达1076亿元(yoy+271%)，产业链价值量将向冷板、CDU、快接头、Manifold、管路、泵等环节集中释放，这些环节与汽车热管理零部件在工艺和能力上高度同源，构成汽零企业切入AIDC的重要抓手。具备技术同源能力，并开拓AIDC液冷新领域的汽零公司，有望迎来盈利增厚机遇。不同于市场的观点，市场认为汽零公司以Tier2身份切入部分AIDC液冷领域竞争力不足。该机构认为技术同源+成本优势+下游客户降本诉求和供应链放开放大了汽零公司的切入机会，当前汽零公司集中布局CDU核心零部件(泵、阀、换热器)+冷板+管路，偏二次侧和零部件层。随着行业放量，汽零公司的成本管控和VA/VE优势或将逐步放大。而供应链\"1到N\"的过程中，部分汽零有望凭借热管理know-how+制造能力+成本优势，成为液冷赛道中的核心力量，带来营收和利润的弹性。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}