NVIDIA AI Conference Sparks Computing Power Infrastructure, Liquid Cooling Sector Rises Again Dayuan Pump Industry and Tenglong Shares Hit Limit Up

NightAirdropper · 2026-03-11T06:14:37+00:00

On March 11th, the liquid-cooled server concept was active, with many companies hitting the daily limit. This was driven by the upcoming AI conference and the rising power consumption of graphics cards. It is expected that by 2026, China's liquid-cooled server market will reach 25.7 billion yuan, with a penetration rate exceeding 37%, reflecting the industry's demand for technological upgrades and the rapid growth trend of the market.

NightAirdropper

2026-03-11 06:14:37

Abstract generation in progress

On March 11, liquid-cooled server concepts strengthened again, with Dayuan Pump Industry (603757.SH) and Tenglong Co., Ltd. (603158.SH) hitting the daily limit up. Zhongtian Technology (600522.SH), Hengtong Optoelectronics (600487.SH), Feilong Co., Ltd. (002536.SZ), Yingweike (002837.SZ), Chuanrun Co., Ltd. (002272.SZ), and Fanghuo Communications (600498.SH) also rose.

In terms of news, the 2026 GTC Conference will be held from March 16 to 19 in San Jose, California, USA. Hosted by NVIDIA, the AI conference will focus on artificial intelligence and next-generation AI infrastructure.

Data shows that the new generation NVIDIA GPU consumes over 1000W, AMD MI355 consumes 1400W, and Google TPU v7 consumes about 980W. As single cabinet power consumption exceeds 100kW, traditional air cooling faces limitations due to air thermal conductivity, approaching physical limits and unable to meet the heat dissipation needs brought by AI computing power.

According to China Business Industry Research Institute, the penetration rate of liquid-cooled servers in China is accelerating from “policy-driven” to “technological necessity.” By 2026, with AI computing power explosion, it will rise to 37%, entering a rapid growth phase. It is expected to surpass the 50% threshold in 2027 and reach 82% near saturation by 2030. In market size, China’s liquid-cooled server market is projected to reach 25.7 billion yuan in 2026. Globally, the data center liquid cooling market is expected to reach $16.5 billion (about 116.2 billion yuan) in 2026, with a CAGR of approximately 59% from 2025 to 2026.

Guotai Haitong Securities research report indicates that 2025 can be regarded as the “landing year” for data center liquid cooling. Essentially, it is the convergence of two curves: one is chip manufacturers increasing transistor density, core count, and frequency to boost computing power, which significantly raises chip power consumption, causing air cooling to fail both technically and economically; the other is the strict constraints on power efficiency in new data centers worldwide, promoting energy-saving and emission reduction, pushing liquid cooling from an “optional configuration” to a “compliance necessity.”

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