The rise of domestic fluoride liquid
In recent years, with the rapid development of liquid cooling technology, the competitiveness of domestic fluorinated liquids in the market has gradually increased. In the process of rising in this field, many domestic enterprises have performed prominently in technological innovation and market expansion.
【 Fluoride solution of East Sunshine 】
As a leader in the domestic subsistence of fluoride liquids, East Sunshine (600673) has performed prominently in the field of fluoride liquids. The company has launched an electronic-grade fluoride solution with a wide temperature range (-50°C to 200°C), which is not only compatible with NVIDIA GB200 cabinets, but also has won widespread attention in the market with a cost advantage of only 60% of 3M Novec. In addition, Dongguang's coolant products have successfully supplied Sugon Digital Innovation's immersion solutions, and cooperated with Alibaba Cloud to build a zero-carbon data center in Ordos, further promoting the development of liquid cooling technology.
【 Contribution of other companies 】
In the field of domestic fluoride liquid and liquid cooling technology, in addition to East Sunshine, many companies have made outstanding contributions. As a leader in the server industry, Inspur Information (000977) closely integrates its liquid-cooled cabinet products with the NVIDIA GPU ecosystem, showing strong market competitiveness. Inspur Information's NF5180G7 liquid-cooled server stands out with a high power density of 40kW and supports flexible switching between cold plate type and immersion type, especially suitable for Google TPU v7p chip.
Yinlun Co., Ltd. (002126) has successfully migrated technology to the field of liquid cooling on the basis of automotive thermal management technology, and developed liquid cooling solutions for dual scenarios of energy storage and servers. The heat exchange efficiency of its CDU is 40% higher than that of traditional solutions, and the unit price is very competitive.
As the core breakthrough in the localization of electronic-grade fluoride liquid, Juhua Co., Ltd. (600160) successfully adapts its high-purity fluoride solution to the immersion liquid cooling solution. The cost of this product is only 60% of the imported product, and it has passed the certification of NVIDIA GB200 cabinet and has become the first domestic supplier of immersion coolant.
Zhongtian Technology (600522) has made significant progress in liquid cooling system integration and energy network collaboration, launched cold plate and immersion full-stack solutions, and won the bid for China Mobile's Yangtze River Delta data center liquid cooling project with an amount of up to 380 million yuan.
As a global leader in sealing technology, CTCI Co., Ltd. (000887) has successfully overcome the technical problems of immersion liquid-cooled sealing. The perfluoroether rubber sealing ring developed by its subsidiary ACL in the United States has the highest temperature resistance and long life.
In addition, ZTE (000063) has successfully applied liquid cooling technology to the server field with the accumulation of 5G base station technology, and successfully implemented a fully immersion liquid cooling solution in Jiangsu Telecom Hub.
Tongfang Co., Ltd. (600100), Aerospace Information (600271), Shuangliang Energy Conservation (600481) and other companies have also shown strong strength in liquid-cooled server production capacity and liquid cooling solutions. Through technology migration and innovation, they have promoted the application of liquid cooling technology in data centers and storage projects, showing strong market potential and industry impact.
To sum up, the innovation and breakthrough of domestic enterprises in liquid cooling technology have not only enhanced their competitiveness, but also won more recognition and market share for domestic fluoride liquids in the international market.
