国金证券研报认为英伟达GB300 NVL72服务器算力进一步提升液冷散热需求迅速提升。现有液冷方案众多主要包括冷板式、浸

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国金证券研报认为英伟达GB300 NVL72服务器算力进一步提升液冷散热需求迅速提升。现有液冷方案众多主要包括冷板式、浸没式及喷淋式高效液冷方案对氟化液材料依赖较高。AI服务器出货量带动电子氟化液需求的快速提升龙头退出带来结构性新机会。配合高效TIM材料液态金属两相冷板散热方案优势明显。液冷方案将会是未来AI服务器主流的散热方式建议关注冷板式、浸没式液冷上游原材料氟制冷剂、电子氟化液的国内龙头企业...

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