中信证券：液冷泵行业受多因素驱动
2026-07-10 00:24:22
据界面新闻报道，中信证券指出，机柜功率密度提升、液冷成为标配、海外准入机制放宽及技术路线更迭，正共同驱动液冷泵行业发展。中信证券测算，循环泵作为CDU的核心动力设备，占总BOM的20%—30%，直接影响系统流量与运行稳定性；随着机械泵向屏蔽泵替代加速，具备绝对密封、长周期可靠性与核心客户验证能力的供应商竞争优势将更突出。
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Next article：
中金：6月PPI同比升至4.1%，CPI同比回落至1.0%
