#Industry News
Liquid Cooling Industry Momentum Driven by AI Computing Platform Development
1934% Q2 Profit Jump and $50.5B by 2030: The Invicool Trigger Behind the A-Share Liquid Cooling Rally
A-share liquid cooling stocks including Invicool, Haigang and Tongfei surged sharply after Invicool's August 25, 2026 performance announcement reported half-year revenue of 3.017 billion RMB, up 17.24% year on year, with Q2 net profit jumping 1934% quarter on quarter. Although half-year parent net profit fell 14.32%, thousands of liquid cooling pump orders signal Q3 performance realization. The rally rests on dual drivers: NVIDIA's Rubin platform, the world's first 100% liquid-cooled architecture, and forecasts of the global AIDC liquid cooling market reaching $21.8 billion by 2027 and $50.5 billion by 2030. Invicool stands out as the only mainland Chinese holder of NVIDIA NPN Tier 1 qualification with an 8-9 billion RMB order book from NVIDIA and Google, while Luxshare's LiminDa holds sole mainland manifold status in the Rubin ecosystem. EXTRCOOL provides one-stop liquid cooling solutions.