申菱環境(301018.SZ):公司將重點加大在液冷業務的研發和產能投入
格隆匯3月3日丨申菱環境(301018.SZ)在接受現場參觀時表示,公司產品既有風冷也有液冷,目前市場上兩種技術路徑並存,需結合實際使用場景。當前液冷業務呈現快速增長態勢,預期未來液冷佔比會持續提升併成爲智算中心主要散熱手段,公司將重點加大在液冷業務的研發和產能投入。
其進一步表示,公司爲客戶提供端到端的液冷全鏈條解決方案,包括由前期的項目規劃,方案設計,中期的設備及管路系統研發製造,項目現場安裝實施,到後期的調試驗收及運維服務。從產品形態角度看覆蓋了CDU,外部冷源(主要是針對液冷散熱開發的一體化冷源和乾冷器),管路系統,管路系統覆蓋了一次側、二次側管路,Manifold 以及系統器件。
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