Yimikang: It is estimated that the pace of liquid cooling applications overseas will be faster. Europe and America are expected to enter the era of liquid cooling as early as next year.

Yimi Kang stated in the institutional research on August 11th that the application scenarios and timing of liquid cooling versus air cooling. The company predicts that the pace of liquid cooling adoption will be faster overseas, with AI servers in Europe and the US leading the way into the era of cold plate liquid cooling as early as next year, entering the era of AI factories, with the Middle East, Japan, and South Korea following closely behind. Southeast Asia, influenced by US policies, may progress slightly slower in terms of construction pace. Due to corresponding policies, as well as the stability, adaptability, and economics of existing solutions, domestic market will primarily rely on air and liquid cooling systems in the coming years. The company possesses products and technology for all temperature control solutions in the market. In terms of business strategy, the company is focusing on future temperature control technology directions and introducing products based on different market demands in domestic and international markets. In order to safeguard performance, the company is building up reserves in terms of technology, products, and channels to support its future development.