随着人工智能芯片功耗持续攀升，传统风冷散热技术面临严峻挑战，液冷技术正成为行业破局的关键方案。1一个冷板需要承担2000瓦至3000瓦的散热量，1而传统风冷完成一度电的计算任务需额外消耗0.3至0.5度电用于散热，相比之下全浸没式液冷的额外散热耗电仅约0.15度。1国内超过八成风冷存量机房具备液冷改造潜力，1这为市场扩张打开了广阔空间。
液冷技术方案加速迭代与商业化。1冷板式液冷、浸没式液冷和相变液冷等多个方案已逐步落地应用。1当单机功率超过100千瓦后，冷板式液冷压力明显增加；而AI服务器机柜功率达200千瓦以上时，浸没式方案更具优势。1国产浸没式相变液冷换热技术尤其突出，单机柜功率可达兆瓦级，是传统液冷方案的3至5倍，同时实现节电30%以上和芯片性能提升10%以上。1
市场订单已现饱和态势。1山东青岛莱西液冷核心设备部件CDU组装产线订单已排到12月底，1广东佛山液冷部件生产企业今年订单、产值和交付量同比接近100%增长，70%产线达满产状态。1这种火热需求反映在整体市场规模上：2025年中国液冷数据中心市场规模达159.8亿元，同比增长45.2%。1预计2026年全球智算液冷市场规模将突破千亿元。1
As artificial intelligence chip power consumption continues to escalate, traditional air-cooling solutions are hitting their limits, and liquid cooling technology has emerged as the critical answer.1 A single cooling plate must now dissipate heat loads of 2,000 to 3,000 watts,1 pushing the industry toward more advanced thermal management approaches including cold plate liquid cooling, immersion cooling, and phase-change liquid cooling systems.1
The economic advantages of liquid cooling are substantial. Conventional air-cooling requires an additional 0.3 to 0.5 kilowatt-hours of electricity per kilowatt-hour of computation solely for cooling purposes, whereas full immersion liquid cooling requires only about 0.15 kilowatt-hours for the same task.1 When single-machine power exceeds 100 kilowatts, cold plate liquid cooling faces mounting pressure; immersion solutions prove far more effective for AI server cabinets operating above 200 kilowatts.1 Domestic immersion phase-change liquid cooling technology can achieve megawatt-level power density per cabinet—three to five times greater than traditional liquid cooling methods—while cutting cooling energy consumption by over 30 percent and boosting chip performance by more than 10 percent.1
Market expansion is accelerating rapidly across China's manufacturing hubs. Assembly production lines for cooling distribution units in Laixi, Qingdao, Shandong have orders extending through the end of December,1 while liquid cooling component manufacturers in Foshan, Guangdong are experiencing nearly 100 percent year-over-year growth in orders, output value, and delivery volumes, with 70 percent of production lines operating at full capacity.1 China's liquid-cooled data center market reached 15.98 billion yuan in 2025, representing 45.2 percent growth year-over-year,1 and the global AI liquid cooling market is projected to exceed 100 billion yuan in 2026.1 Over 80 percent of China's existing air-cooled server rooms have the potential to be retrofitted with liquid cooling systems.1
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