002050.SZ in “Cooling Becomes the New Compute Constraint”
Zhejiang Sanhua Intelligent Controls Co.,Ltd
Sanhua's valves, heat exchangers, pumps and thermal-control components position it to supply increasingly sophisticated data-center coolant systems.
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Aug 27, 2025 – Aug 28, 2026 · 244 sessions
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Full story
Cooling Becomes the New Compute Constraint
As AI rack density soars, liquid cooling moves from an engineering option to essential data-center infrastructure.
BULL side — Sanhua's valves, heat exchangers, pumps and thermal-control components position it to supply increasingly sophisticated data-center coolant systems.
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