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高瀾股份(300499.SZ):液冷方案有望成為未來儲能温控的主流方式
格隆匯 06-21 14:44

格隆匯6月21日丨有投資者向高瀾股份(300499.SZ)提問:請談談服務器液冷、儲能液冷的市場空間有多大,未來三年至五年複合增長率有多少?目前在手訂單和出貨的情況怎麼樣?

高瀾股份回覆:儲能領域,液冷方案有望成為未來儲能温控的主流方式,隨着大型風光電站儲能等更大電池容量、更高功率密度、運行工況更為複雜的儲能系統的發展,液冷方案佔比有望快速提升。數據中心領域,受到雲計算髮展及“東數西算”政策加速落地的影響,數據中心投資規模將進一步加速,液冷方案正在逐步成為數據中心的主流選擇,其市場份額有望保持較高增速。有關具體增長率數據請關注行業權威資訊,相信來自於用户及服務器廠家的預測會更準確。目前各應用場景液冷訂單均在有序推進,具體情況還是要參考公司在定期報吿中披露的數據。

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