华源研究 | 汽车 · 英伟达Rubin平台发布，液冷环节核心增量有哪些？

华源研究01-21

核心观点►Rubin平台采用100%全液冷方案，预计26H2陆续交付。当地时间2026年1月5日，英伟达在CES展会上发布Rubin平台，单机柜功耗将首次突破200KW，使用100%全液冷方案。Rubin液冷方案相比GB系列核心增量变化在冷板、CDU、Manifold，其中，1）冷板：回归GB200“大冷板”设计理念以一块大冷板覆盖1CPU+2GPU全域、增加微通道+镀金盖板设计，单价提升；2）...

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link?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDW":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVDX":0.6,"NVDY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDD":0.6,"SNVD.UK":0.6,"DIPS":0.6,"NVDA":1.95,"NVDS":0.6},"content_text":"核心观点►Rubin平台采用100%全液冷方案，预计26H2陆续交付。当地时间2026年1月5日，英伟达在CES展会上发布Rubin平台，单机柜功耗将首次突破200KW，使用100%全液冷方案。Rubin液冷方案相比GB系列核心增量变化在冷板、CDU、Manifold，其中，1）冷板：回归GB200“大冷板”设计理念以一块大冷板覆盖1CPU+2GPU全域、增加微通道+镀金盖板设计，单价提升；2）CDU：功率及控制要求提升以满足更高散热需求，整体价值量提升；3）Manifold：管径更大、集成阀门等零部件，价值量提升。►核心变化1：微通道冷板的材料、工艺升级。Rubin开始采用微通道技术，未来或将成为主流散热形态，微通道冷板的制造难点在于精度、密封性要求极高，壁垒在于材料选择、密封连接、流道加工：• 材料：兼顾导热率、结构强度及加工精度。在微通道冷板的基础材料选择上，铜相比铝等金属导热性高，因此实际应用中通常会选用无氧铜或铜合金材料。• 连接：兼顾质量（防止流道变形或堵塞）、强度及密封性。微通道冷板的连接难点在于将盖板与基板焊接密封时，高温热输入会使材料产生热应力，导致微米级的流道发生翘曲变形，甚至局部塌陷堵塞流道；同时焊缝必须能承受长期的高压和冷热循环冲击，不能出现泄漏，通常有激光焊、钎焊、扩散焊的连接方式。• 流道：兼顾精度、灵活性及成本效率。微通道的流道加工精度要求达到微米级，在加工极细且复杂的微通道时需兼顾精度、成本、效率及可靠性，通常有精密铣削、铲齿工艺、激光加工、蚀刻技术、3D打印的加工方式。►核心变化2：CDU功率、控制要求提升。CDU整体功率随着机柜功率同步提升；另外，Rubin功耗相较GB系列提升明显，但仍支持45摄氏度进水的冷却方案，预计冷却液流量、流速将提升，因此对CDU的控制要求进一步提升，预计将带动CDU整体功率、核心部件泵、换热器及控制系统升级，CDU整体价值量有望提升。►核心变化3：Manifold集成化设计。Rubin架构的Manifold在设计上有变化，Manifold管径更大，同时集成阀、传感器等，以提升稳定性和降低漏液风险，整体集成化、智能化程度更高，价值量提升。►投资分析意见。我们认为液冷行业节奏进展快、全年展望乐观，针对Rubin液冷环节核心增量，建议关注：1）微通道：金田股份、博威合金、华光新材、大族激光、江顺科技、南风股份、精研科技、宁波精达、英维克等；2）CDU：银轮股份、飞龙股份、宏盛股份、同飞股份等；3）Manifold：敏实集团等。风险提示1）海外客户进展低于预期；2）技术迭代风险；3）行业竞争加剧等。完整报告查看链接英伟达Rubin平台发布，液冷环节核心增量有哪些？【华源汽车|行业双周报】证券研究报告：英伟达Rubin平台发布，液冷环节核心增量有哪些？——汽车行业双周报对外发布时间：2026 年 1 月 18  日研究发布机构：华源证券股份有限公司证券分析师：姓名：李泽、陈佳敏SAC编号：S1350525030001、S1350525110001","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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