Guohai Securities released a research report saying that the demand trend for AI-driven liquid cooling in data centers is gradually becoming clear, driving the data center plate heat exchanger market accordingly, and core component manufacturers have entered a performance release cycle. According to the bank's estimates, the global market for secondary side plate replacement of data centers will reach 31.7 billion yuan in 2030, and the CAGR for 2026-2030 is 23%. The industry is expected to be in a high boom range for a long time, and the bank maintains a “recommended” rating for the automotive industry.

Guohai Securities released a research report saying that the demand trend for AI-driven liquid cooling in data centers is gradually becoming clear, driving the data center plate heat exchanger market accordingly, and core component manufacturers have entered a performance release cycle. According to the bank's estimates, the global market for secondary side plate replacement of data centers will reach 31.7 billion yuan in 2030, and the CAGR for 2026-2030 is 23%. The industry is expected to be in a high boom range for a long time, and the bank maintains a “recommended” rating for the automotive industry.