Currently, the liquid cooling market is in a golden period of rapid growth, and the future development space is extremely broad. As downstream industries such as the computing power industry, new energy storage, and electric vehicles continue to expand, the application demand for liquid cooling technology will continue to be released, and the market size will grow rapidly. According to an analysis by Guohai Securities, based on the calculation of 1,376 US dollars for a single AI chip, the Nvidia GPU liquid cooling market is expected to reach 11.9 billion US dollars, and the ASIC liquid cooling market is expected to reach 4.6 billion US dollars in 2026. The overall data center liquid cooling market is expected to reach 16.5 billion US dollars, and the compound growth rate from 2025 to 2026 is about 59%. In the A-share market, a number of listed companies have already entered the liquid cooling supply chain, which has become an important support for global AI computing power cooling guarantee. According to the Securities Times · Databao statistics, as of the close of trading on January 7, liquid cooling concept stocks have risen by an average of 79.73% since 2025, far outperforming the Shanghai Composite Index during the same period. The cumulative increase of 26 concept stocks doubled. Among them, Chunzhong Technology, Siquan New Materials, Yidong Electronics, Hongsheng Shares, and Invek increased more than 2 times.

Currently, the liquid cooling market is in a golden period of rapid growth, and the future development space is extremely broad. As downstream industries such as the computing power industry, new energy storage, and electric vehicles continue to expand, the application demand for liquid cooling technology will continue to be released, and the market size will grow rapidly. According to an analysis by Guohai Securities, based on the calculation of 1,376 US dollars for a single AI chip, the Nvidia GPU liquid cooling market is expected to reach 11.9 billion US dollars, and the ASIC liquid cooling market is expected to reach 4.6 billion US dollars in 2026. The overall data center liquid cooling market is expected to reach 16.5 billion US dollars, and the compound growth rate from 2025 to 2026 is about 59%. In the A-share market, a number of listed companies have already entered the liquid cooling supply chain, which has become an important support for global AI computing power cooling guarantee. According to the Securities Times · Databao statistics, as of the close of trading on January 7, liquid cooling concept stocks have risen by an average of 79.73% since 2025, far outperforming the Shanghai Composite Index during the same period. The cumulative increase of 26 concept stocks doubled. Among them, Chunzhong Technology, Siquan New Materials, Yidong Electronics, Hongsheng Shares, and Invek increased more than 2 times.