The super potential stocks in the technology sector have emerged in August!
Not only does it have deep collaborations with domestic and international giants such as NVIDIA, Tesla, and Xiaomi, but it is also recognized as the exclusive supplier of Huawei’s liquid cooling pumps.
More critically, this company applies motors, controllers, and liquid cooling technology in the field of humanoid robots, developing liquid cooling modules that improve heat dissipation efficiency by 20%, breaking through the limitations of traditional air cooling systems.
This innovation drives the rapid development of AI technology and humanoid robots! If you are not familiar with it yet, you might miss this huge investment opportunity.
Liquid Cooling Servers: With the introduction of the “East Data West Computing” policy, liquid cooling technology has become a necessary choice. The “Computing Power Pujiang” plan in Shanghai clearly states that by 2025, liquid cooling cabinets will account for more than 50% of the newly built intelligent computing power centers.
Meanwhile, domestic tech giants like ByteDance and Alibaba expect the procurement volume of liquid cooling technology to increase by 150% year-on-year by 2025. Microsoft, Google, and others have also included liquid cooling technology as one of the standards for their green data center construction. Meta plans to increase capital expenditures to between $66 billion and $72 billion by 2025, focusing on liquid cooling technology that supports AI infrastructure.
Humanoid Robots: With the inclusion of embodied intelligence in the “Government Work Report” for the first time in 2025, humanoid robots have risen to become a core direction of the national strategic future industry. At the same time, local governments are gradually introducing policies to support the development of this field.
For example, Shanghai has established a 30 billion yuan fund for the robotics industry, while Shenzhen offers rewards of up to 50 million yuan for companies developing robotic technology. Wuhan has released the “Wuhan Action Plan for Accelerating the Development of the Humanoid Robot Industry (2025-2027),” providing strong policy support for the development of the robotics industry.
Recently, UBTECH successfully won a 90.51 million yuan robot order, while Zhiyuan Robotics and Yushu Technology each received 124 million yuan in OEM projects, and Songyan Power’s orders exceeded 2,500 units, marking the industry’s entry into the commercialization phase.
Therefore, companies that simultaneously layout liquid cooling servers and humanoid robot technology are bound to stand out in 2025 and become the focus of the investment community.
Fifth Place: Shenling Environment
Shenling Environment collaborates with Inspur Information and South China University of Technology to jointly build commercial liquid cooling micro-module data centers, becoming a partner for Huawei’s data center temperature control. The company considers humanoid robots as a core strategic focus for future development, co-establishing a technology innovation center with the Guangdong Academy of Sciences’ Intelligent Manufacturing Research Institute to jointly develop technologies related to humanoid robots, such as dexterous hands and lightweight robotic arms.
Fourth Place: Ruixin Technology
Ruixin Technology’s aluminum alloy radiator products precisely target the heat dissipation segment of liquid cooling servers’ optical modules, using nano-level surface treatment technology to reduce thermal resistance by 30%. The company has the production capacity of 45,000 tons of industrial precision aluminum alloy profiles per year. Its robotic arm components have achieved micron-level precision, capable of adapting to servo motors with power ranges from 0.5 to 50 kW, covering a wide range of needs from industrial robots to service robots. Collaborations with industrial automation giants like ABB, Schneider, and Siemens are also steadily advancing.
Third Place: Xiangxin Technology
Xiangxin Technology focuses on the research and development of thermal management systems, particularly with a strong technical accumulation in liquid cooling heat dissipation technology. The company’s products, such as embedded pipe water cooling plates and water cooling radiators, have been widely used in server cooling and provide relevant technical support to leading customers in the market. In the field of humanoid robots, the company co-established the “Joint Technology Innovation Center for Key Components of Humanoid Robots” with the Guangdong Academy of Sciences’ Intelligent Manufacturing Research Institute to jointly develop core technologies including dexterous hands and lightweight robotic arms.
Second Place: Jintian Co., Ltd.
Jintian Co., Ltd. has independently developed copper heat pipes, liquid cooling copper pipes, and other products that have been successfully integrated into the computing servers of several leading enterprises. The company’s electromagnetic wires and rare earth permanent magnet materials have been widely used in the field of humanoid robots, including important components such as hollow cup motors, frameless torque motors, and reduction motors, and these products have entered the mass production stage.
First Place: Feilong Co., Ltd.
Feilong Co., Ltd.’s innovations in liquid cooling server technology have reached an internationally leading level. The company’s independently developed electronic water pumps perfectly adapt to Huawei’s Ascend 910C and NVIDIA’s GB200 supercomputing servers, meeting extreme heat dissipation requirements.
Feilong Co., Ltd. has built dedicated liquid cooling production lines in Wuhu and Zhengzhou, reducing production costs by 30%, far exceeding international giants like Grundfos and Wilo in terms of cost performance.
As the exclusive supplier of Huawei’s Ascend AI server liquid cooling pumps, Feilong Co., Ltd. has captured 70%-80% of the Huawei liquid cooling market. Additionally, the company also provides indirect supplies to NVIDIA through Bih Electric.
In the field of humanoid robots, Feilong Co., Ltd. has successfully applied liquid cooling technology to robotics, leveraging its technology accumulation in motors, controllers, electronic water pumps, and valves, developing liquid cooling modules that can enhance heat dissipation efficiency by 20%, breaking through the technical bottleneck of traditional air cooling systems.
The company has collaborated with several vehicle manufacturers to jointly develop products in the robotics field, successfully achieving a comprehensive layout from core components to liquid cooling systems.
Risk Warning: Any opinions or data mentioned in this article are sourced from the internet for reference only and do not constitute any investment advice, commitment, or guidance. Investment carries risks; please proceed with caution.