铁线虫

【风口研报】液冷散热成高端AI基础设施标配行业商业化落地进程有望加速_我的网站

神盾局特工

一 | Announced in Hong Kong during FC Bayern Munich's Asia visit, the global partnership brings together LONGi and one of football's most iconic clubs under the theme "POWER ON, GAME ON."
HONG KONG, August 6, 2026 — LONGi, a global green energy leader, today announced a global partnership with FC Bayern Munich at a launch ceremony held at Rosewood Hong Kong.

LONGi
The partnership brings together FC Bayern, Germany's record champions with fans on every continent, and LONGi, the world's No.1 solar module manufacturer (Wood Mackenzie, 2026). It is also LONGi's second major move into global sport this year, following its partnership with the BMW BERLIN-MARATHON 2026, and deepens a long-term commitment to the region at the heart of the global energy transition.
The partnership was launched on stage by Zhong Baoshen, Chairman and CEO of LONGi; Rouven Kasper, Board Member for Marketing & Sales, FC Bayern; Charles Jiang, Vice President of LONGi, President of the PV Product Management Center; and FC Bayern legend Roy Makaay.
At the partnership launch ceremony (from left to right): Charles Jiang, Vice President of LONGi and President of the PV Product Management Center; Zhong Baoshen, Chairman and CEO of LONGi; Rouven Kasper, Board Member for Marketing & Sales, FC Bayern; and FC Bayern legend Roy Makaay.

At the partnership launch ceremony (from left to right): Charles Jiang, Vice President of LONGi and President of the PV Product Management Center; Zhong Baoshen, Chairman and CEO of LONGi; Rouven Kasper, Board Member for Marketing & Sales, FC Bayern; and FC Bayern legend Roy Makaay.
"POWER ON, GAME ON" is more than the slogan of a launch day. It gives the two partners a simple shared language: POWER ON carries LONGi's side, clean energy for power plants, businesses and homes; GAME ON carries FC Bayern's, the passion of the game and fans across the world. Going forward, "POWER ON, GAME ON" will serve as the unifying message across the partnership's joint campaigns, content and fan engagement, a shared expression of what LONGi and FC Bayern set out to achieve together.
The world's No.1 solar module maker meets football's record champions
Founded in 1900, FC Bayern has grown into one of the most successful and widely followed clubs in world football, defined by its "Mia san Mia" identity and a standard of performance sustained across more than a century. Founded in 2000, LONGi has spent more than 25 years holding solar technology to the same standard. Its crystalline silicon-perovskite tandem solar cell has achieved a world record conversion efficiency of 35.5%, and it has retained PV Tech's highest "AAA" bankability rating for 26 consecutive quarters.
The partnership pairs that record of technology leadership with a sport built on emotion, loyalty and everyday relevance. Solar advances through breakthroughs measured in efficiency gains; football lives in rituals, rivalries and weekend afternoons. Where the two meet, LONGi's engineering finds a place in daily life, and the game finds a partner building the future its fans will live in.
Behind the theme stands the full breadth of LONGi's business, with solutions spanning utility-scale power plants, commercial and industrial projects, and residential systems. Energy reaches people wherever they live and work, much as football reaches fans wherever they are. That connection to people is what LONGi's mission and FC Bayern's spirit have in common, and what this partnership is built on.
Zhong Baoshen delivers remarks at the partnership launch ceremony.

Zhong Baoshen delivers remarks at the partnership launch ceremony.
"FC Bayern and LONGi come from different worlds, but we are driven by the same instinct: keep improving, keep challenging ourselves, and never treat one achievement as the end. Football connects millions of people, and energy touches every one of them," said Zhong Baoshen, Chairman and CEO of LONGi.
Rouven Kasper speaks during the launch ceremony.

Rouven Kasper speaks during the launch ceremony.
"FC Bayern is synonymous with excellence on the pitch. Alongside LONGi, we're united by a shared drive for excellence and a genuine commitment to building a more sustainable future. We look forward to partnering with this global industry leader to keep renewable energy firmly in the spotlight," said Rouven Kasper, Board Member for Marketing & Sales, FC Bayern.
That drive runs through everything LONGi makes.
From world records to everyday products
LONGi's portfolio spans the full range of solar applications, from utility-scale power plants to businesses and homes. Every product is held to the standard that set those records, engineered to be dependable in everyday use.
Charles Jiang explaining the product development philoshophy of LONGi

Charles Jiang explaining the product development philoshophy of LONGi
"Every LONGi product starts from the same question: how to turn the best solar technology into something customers can rely on every day. That discipline runs through the whole portfolio, from the modules powering the world's largest solar plants to EcoLife, our home energy series. Products are where our technology keeps its promises," said Charles Jiang, Vice President of LONGi, President of the PV Product Management Center.
Beyond performance and products, the two are united by a commitment to sustainability.
From "Mia san Mia" to "Solar for Solar"
Through its "Solar for Solar" concept, LONGi is advancing toward net-zero emissions by 2050 and accelerating the clean energy transition. FC Bayern, through its "Mitnand" strategy, integrates environmental and social responsibility across the club. The partners will explore opportunities to bring LONGi's solar solutions into the club's own sustainability efforts, with potential applications across training facilities and stadium infrastructure.
FC Bayern legend Roy Makaay attends the launch ceremony.

FC Bayern legend Roy Makaay attends the launch ceremony.
Details of joint initiatives and fan-facing activities will be announced in due course.
About LONGi

As a global leader in green energy technology, LONGi drives innovation across solar and energy sectors, delivering safe, affordable, and sustainable energy solutions worldwide. By connecting green power generation and storage, LONGi is building an accessible clean energy ecosystem for all.
。

二 | K图 BK1138_0 　　A股三大指数今日涨跌不一，截止收盘，沪指涨0.19%，深证成指跌0.35%，创业板指跌1%。沪深京三市成交额仅1.84万亿，较昨日缩量近2000亿。行业板块多数收涨，地面兵装、装修装饰、酒店餐饮、房地产服务、一般零售、医药商业、航海装备板块涨幅居前，贵金属、能源金属、稀土板块跌幅居前。个股方面，上涨股票数量超过4200只，70只股票涨停。
　　根据TrendForce集邦咨询最新AIServer产业研究，在AI基础设施的建设浪潮下，以NVIDIA、AMD、Google为首的AI芯片持续迭代，单芯片的热设计功耗（TDP）普遍已超越1kW，整柜式AIServer方案的功率更攀升至数百kW，液冷散热逐步成为高端AI基础设施的标准配置。TrendForce集邦咨询预估，2026年液冷在AI芯片的渗透率将达53%，2027年有望逼近60%。　　此外近日，根据国家市场监督管理总局（国家标准化管理委员会）公告，由中科曙光旗下曙光数创牵头编制的我国首部数据中心液冷国家标准——GB/T48023-2026《数据中心冷板式液冷系统技术规范》正式获批发布，并将于2027年2月1日起正式实施。

三 | 这标志着我国数据中心液冷产业正式迈入标准统一、生态协同、创新加速的高质量发展新阶段。　　公司消息上，8月24日，液冷龙头英维克(002837)发布2026年半年度报告，报告显示，2026年上半年，英维克实现营业收入30.2亿元，同比增长17.24%；归属于上市公司股东的净利润1.8亿元，同比下降14.32%。

四 | 有分析称，从二季度业绩来看，英维克一季度的利润大幅下滑并未延续，市场此前担忧的问题得到一定消解。　　中金公司表示，全球AI算力芯片功耗加速突破风冷散热极限，数据中心向液冷架构演进，预计服务器液冷泵作为核心动力组件有望迎来放量周期。东吴证券指出，液冷已从可选散热方案升级为AI数据中心的刚性基础设施，VeraRubin全面量产标志着行业进入业绩集中释放期。国产液冷已由送样验证进入批量交付阶段，2026—2028年份额提升有望快于行业增长。

五 | 　　中金公司：预计服务器液冷泵作为核心动力组件有望迎来放量周期　　全球AI算力芯片功耗加速突破风冷散热极限，数据中心向液冷架构演进，预计服务器液冷泵作为核心动力组件有望迎来放量周期。

六 | 国内汽车热管理龙头依托精密电子电机控制、高压全密封等底层工艺跨界入局，展现竞争优势。　　东吴证券：VeraRubin全面量产标志着行业进入业绩集中释放期　　液冷已从可选散热方案升级为AI数据中心的刚性基础设施，VeraRubin全面量产标志着行业进入业绩集中释放期。国产液冷已由送样验证进入批量交付阶段，2026—2028年份额提升有望快于行业增长。国内企业由外围冷源和代工环节逐步进入芯片平台、服务器ODM和海外云厂商供应体系。　　国泰海通：液冷行业迈入规模化商业落地周期　　液冷行业正式告别小规模技术验证阶段，迈入规模化商业落地周期。随着英伟达Blackwell、Rubin新一代AI平台原生搭载液冷架构，国内云厂商、IDC运营商大规模新建智算中心，液冷订单正从零散试点向批量部署切换。　　浙商证券：三季度上游零部件企业有望集中收获批量订单　　英伟达VR200机柜大规模出货是核心驱动力，叠加各类液冷终端设备量产落地，三季度上游零部件企业有望集中收获批量订单。海外算力资本开支持续上调印证行业景气度：谷歌、Meta、亚马逊相继上调2026年AI资本开支指引，北美云厂商加大算力布局节奏明确。　　东方证券：国内液冷产业链企业有望逐步切入海外算力供应链　　随着搭载原生液冷架构的新一代芯片持续交付，全球液冷需求增长确定性较强，国内液冷产业链企业有望逐步切入海外算力供应链，打开全新增长空间。　　华源证券：测算2027年单谷歌需求对应泵市场超25亿元　　英伟达下一代800HVDC架构CDU拟采用高压直流电子屏蔽泵，谷歌2MWCDU方案确认可采用，测算2027年单谷歌需求对应泵市场超25亿元。　　（本文不构成任何投资建议，投资者据此操作，一切后果自负。市场有风险，投资需谨慎。)（文章来源：东方财富研究中心）。