It is estimated that more than 20% of edge computing data centers will adopt liquid cooling technology. Because of its high efficiency, low dependence on buildings, quiet and safe, liquid cooling technology can meet the requirements of deploying higher density when the site power capacity is insufficient.
According to the official news of China Information and Communication Research Institute, five industry standards for liquid cooling in data centers were released in February, 2002 1 year, and will be formally implemented on April, 20221day; At the same time, with the official launch of the "East Calculation and West Calculation" project, the data center refrigeration industry will benefit greatly. The following listed companies should pay attention to the layout of liquid cooling in data center related fields:
Environment in Shen Ling (30 10 18)
As the main supplier of Huawei's computer room in precision air conditioning, the company's sales share remained stable, accounting for a relatively high proportion. Huawei's customized and medium and large HVAC equipment is mainly purchased from Shen Ling for enterprise business and carrier business. Based on the experience of strategic cooperation with Huawei, we continue to expand to similar customer groups. At present, it has been recognized by many customers including Dawning, China Mobile, Ali, Tencent, Baidu, Qinhuai Data, Century Internet, Inspur, Ke Hua and Wanguo, and the scope of cooperation is gradually expanding.
On February 20, 2022, the company disclosed on the interactive platform that data center related business is the largest business segment of the company. The country will promote East-West computing and build computing hub nodes, which will create a lot of market opportunities. Based on the background of carbon neutrality, the company will increase investment and expansion in efficient and energy-saving data center cooling systems such as new evaporative cooling products, natural cooling products and liquid cooling products.
Yimikang (300249)
The core business of the company provides overall solutions for the whole life cycle of information and data infrastructure such as data centers. The company focuses on the cultivation of data center technology infrastructure industry, builds a well-connected industrial chain operation in the industry, and forms the brand advantage of professional overall solutions.
In March 2020, the company said on the interactive platform: The company is conducting application research on liquid metal refrigeration technology. 65438+20221October 26th: The company's related products and solutions have already included digital twin technology and applications, such as the current data center field, the previous bim modeling, the digital design, simulation and manufacturing of air conditioners, and the big data platform for life cycle management, all of which are practical applications of digital twin technology.
Juhua shares (600 160)
The company is the leading advanced manufacturing base of new materials in fluorine chemical industry and chlor-alkali chemical industry in China, and its main business is the research, development, production and sales of basic chemical raw materials, food packaging materials, fluorine chemical raw materials and follow-up products. The company has necessary industrial self-supporting systems such as chlor-alkali chemical industry, sulfuric acid chemical industry, coal chemical industry and basic fluorine chemical industry, and on this basis, it has formed a complete fluorine chemical industry chain including basic supporting raw materials, fluorine refrigerants, organic fluorine monomers, fluorine-containing polymers and fine chemicals, and set foot in the petrochemical industry.
The company has successfully developed a giant core coolant for high-performance big data center equipment, which fills the gap of special coolant for high-performance big data centers in China, and its main performance indicators are equivalent to those of foreign monopoly products. The planned production capacity of the company's submerged coolant project is 5000 tons/year, and the first phase 1000 tons/year project is already in the construction stage.