Lens Technology accelerates liquid cooling deployment, Sci-Tech Growth ETF E Fund rises 1.09%

NightAirdropper · 2026-02-26T19:43:45+00:00

As of February 26, the Shanghai Composite Index slightly declined, while the Shenzhen Component Index saw a small increase. The Sci-Tech Innovation Growth ETF performed well, with constituent stocks like Huafeng Technology showing significant gains. Lens Technology successfully entered the AI server market, and the liquid cooling market is expected to grow rapidly. Changjiang Securities is optimistic about the potential of mainland manufacturers in the liquid cooling industry.

NightAirdropper

2026-02-26 19:43:45

Abstract generation in progress

As of 10:55 AM on February 26, the Shanghai Composite Index decreased by 0.31%, the Shenzhen Component Index increased by 0.08%, and the ChiNext Index decreased by 0.44%. In terms of ETFs, the CSI Innovation and Growth ETF E Fund (588020) rose by 1.09%. Its constituent stock, Huafeng Technology (688629.SH), surged over 10%. Changyingtong (688143.SH) and Shengyi Electronics (688183.SH) increased by over 5%. Other stocks such as Shijia Photonics (688313.SH), Polytop (688333.SH), Nanya New Materials (688519.SH), Tuojing Technology (688072.SH), Helin Micro Nan (688661.SH), Cangqin Technology (688182.SH), and Eico Optoelectronics (688610.SH) also rose.

Earlier today, according to an official WeChat post from Lansi Technology (300433.SZ), with the deep integration of computing infrastructure, Lansi Technology’s precision manufacturing experience has successfully been applied to the AI server field. By 2026, the liquid cooling cabinet business for servers will shift from “technological positioning” to “explosive growth,” fully covering top global tech clients.

A research report from Changjiang Securities pointed out that by 2026, liquid cooling will see widespread adoption. It is optimistic about mainland manufacturers with unique capabilities. Overseas, liquid cooling is also expected to explode, with leading cooling manufacturers’ order cycles extended to 2028. Several Taiwanese manufacturers are emphasizing the improvement of liquid cooling product layouts. The competition focus may shift from “whether they can supply” to “whether they can integrate systems.” In terms of pace, mainland leading cooling manufacturers are not lagging in ASIC liquid cooling development. Considering that ASIC liquid cooling is still in the early stages of supply chain construction and requires certain supply chain security and independence, we believe some mainland manufacturers may quickly respond and leverage their full-chain capabilities to achieve breakthroughs overseas from zero to one, benefiting from the volume increase of ASIC liquid cooling and opening a new growth curve. We continue to recommend the overseas Tier 1 liquid cooling manufacturers with the fastest progress, full-chain scarce capabilities, and relatively complete overseas deployment—InnoVek.

CSI Innovation and Growth ETF E Fund (588020) incorporates growth factors and selects high-growth stocks from the STAR Market.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes