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我爱记歌词Soybean trade drives China-U.S. farm ties_我的网站
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二 | Officials and industry leaders highlight rising demand and deeper cooperation Soybeans, carried as ballast on the return voyage from Asia to America some 200 years ago, have become a ballast of China-U.S. agricultural trade. Susan Thornton, former acting U.S. assistant secretary of State for East Asian and Pacific Affairs, offered the historical footnote to a room where "ballast" had already become the word of the day. "So that kind of makes this word ballast even more, I think, essential for our U.S.-China agricultural trade," she told the gathering, organized by the U.S. Soybean Export Council, or USSEC, during its annual Soy Connext conference held in Chicago on Friday. The event drew U.S. and Chinese officials, U.S. soy industry leaders, and a Chinese delegation of traders and representatives from oil crushing, food and feed companies. Chinese Consul General in Chicago Wang Baodong said soybeans have served for many years "as an important bridge in China-U.S. agricultural cooperation, and the soybean trade has been a ballast of the broader part for economic and trade relationship". China is home to the world's largest market for agricultural products, he noted, and high-quality U.S. soybeans help meet rising demand from Chinese consumers while generating income and supporting jobs in U.S. farm communities. Those were the good old days, Wang said, recalling that 2022 marked the highest level ever for U.S. agricultural and soybean exports to China. The good old days, he added, came to an abrupt halt last year. "The U.S. government launched the tariff and trade war against China, and China was compelled to take necessary countermeasures, and as a result, soybean trade between our two countries was disrupted for a period of time, and American farmers became a victim and bore much of the cost, which was never an outcome China wished to see," he said. "There are no winners in tariff and trade wars," Wang said. "As we see it, equality, mutual respect, and mutual benefit remain the right way for China and the U.S. to get along with each other and achieve win-win cooperation." Wang also pointed to the opportunity for U.S. soy farmers. This year marks the beginning of China's 15th Five-Year Plan (2026-30) period, he said, with the country advancing high-quality development and high-standard opening-up while continuing to improve its business and investment environment. Promising prospects As living standards keep rising, he said, Chinese demand for agricultural products from around the world, including the United States, will continue to grow. The prospects for high-quality U.S. soybean exports to China, in his view, remain promising. Cao Derong, president of the China Chamber of Commerce for Import and Export of Foodstuffs, Native Produce and Animal By-Products, or CFNA, echoed the view. "Economic and trade relations should continue to serve as the ballast and propeller of China-U.S. relations, not as barriers or flashpoints," Cao said in a video message. The CFNA remains committed to maintaining and strengthening exchanges between the Chinese and U.S. soybean sectors, Cao said. He said the chamber this year hosted a visiting U.S. soybean association delegation as well as representatives from the Indiana Soybean Alliance, and said he hoped to see dialogue between the two sides deepen further. Mike McCranie, chair of USSEC, has watched that relationship grow alongside his own career. He first visited China in 1982 and raised his first soybeans 40 years ago. "It has changed a lot since then. I have been to China five times, developing great relationships. I really value those relationships," he said. Thornton described the trade as a "textbook case" of two economies growing into each other. U.S. soybean yields have skyrocketed in recent decades on the back of technology and precision agriculture, she said, and that leap coincided with China's dramatic rise in living standards and a growing appetite for pork and poultry, which in turn drove the demand for livestock feed. The United States and China operate two of the most complex food systems in the world, and she described them as highly complementary. As major producers, consumers and traders of agricultural products, the two countries share a responsibility to ensure the global food supply remains stable, sustainable, high-quality and abundant, she said.
三 | 国内多数液冷科创企业成立时间短、整体体量偏小，合规体系与盈利规模暂不满足独立上市条件，在当前行业窗口期，上市公司通过并购、参股方式切入液冷产业链，是极高效的布局方式。 产业链龙头频频入局 为补充产业链短板和提升业务韧性，今年有多家上市公司启动了对于液冷资产的收购。
四 | 远东股份拟2.16亿元现金收购富的旺旺80%股权，以实现公司“供电—互联—散热”基础设施闭环。富的旺旺是国家级专精特新“小巨人”企业，主营为液冷散热核心部件及相关热管理产品的研发、生产和销售。 此前，由于核心交易条款并未形成共识，富的旺旺与骏鼎达终止股权转让事宜。
五 | 今年以来，国内产业链龙头公司也在积极布局液冷关键环节。 近期，受益于光模块龙头公司中际旭创拟受让10.47%股权，中石科技连续三日大涨。中际旭创表示，未来随着公司800G、1.6T等高端光模块产品的持续放量，功耗密度持续提升，散热需求呈现显著增量，预计此次收购后两家公司将产生较强的协同效应。
六 | 一位并购领域研究人士向记者表示，去年以来，国际巨头便开始了液冷产业链收购，今年A股公司并购呈现显著增加的迹象。其特点之一便是龙头公司拥有产业链红利，在整个收购中相对更加主动。 此轮收购中，A股公司产业协同式并购是主流趋势。 东阳光持续推进液冷产业生态布局：通过并购大图热控，升级冷板模组技术体系；通过战略投资芯寒科技，进一步强化技术实力；推进并购广东合瑞盛，夯实CDU、Manifold等核心设备的生产制造与系统集成能力，完善了覆盖技术研发、智能制造、全球市场落地的完整液冷产业链布局。
七 | 此外，汽车模具及零配件公司祥鑫科技6月公告称，拟取得苏州酷尔芯51%的股权；智能装备公司五洋自控拟以6.8亿元收购东莞市柯斯宇51%股权。 并购研究专家赵麟向记者表示，产业资本布局液冷行业拥有多重信号。首先，随着AI算力功耗的提升，智算中心散热问题是潜在的产业瓶颈，风冷模式升级为液冷拥有较大的市场空间。
八 | 其次，此轮AI技术升级较快，当下很多液冷公司即便拥有过硬技术，但由于成长时间偏短且体量较小，同时规范性也不够，独立上市难度很大。因此，以上市公司为代表的产业资本进行入股或者收购，可以取得共赢。 也有观点认为，上市公司通过布局液冷资产可快速获得客户认证，并拥有具有竞争力的工程能力、供应链位置和时间窗口。 国产供应链有望迎来新机遇 2026年，液冷需求开始逐渐落地并加速放量，液冷正在从可选散热方案升级为AI智算中心的刚性基础设施。 “液冷产业渗透率正在不断提升，未来单柜价值量提升和国产供应链突破有望步入共振阶段。”东吴证券分析师曾朵红认为，AI机柜功率密度从kW向MW级演进，液冷具备低能耗、高散热、低噪声的优势。其中，冷板式液冷兼容现有服务器形态和运维体系，供应链成熟、改造成本较低，短期确定性最强。 不过，也需要重视并购以及产业链未来整合中的潜在挑战。 上述并购研究人士表示，还有很多公司在接洽收购液冷资产，包括冷板、微通道、歧管、浸没式液冷等方向。各方对于收购预期在逐步提升，未来一个阶段并购难度会大幅增加。 一家上市公司负责人向记者表示，单一收购液冷资产很难主导产业链，相反需要长期验证才可进入核心产业链中。
九 | 相较而言，国际巨头施耐德电气通过收购实现了算电协同，提升了综合能源管理能力，拥有更强的定价能力。此外，国内传统制冷巨头在液冷领域普遍具有先发优势，且研发实力雄厚，未来在产业链中将拥有很强话语权。上市公司依靠外延式收购仅是快速切入产业链的方式，未来取得行业主动权和话语权仍需持续的研发投入和技术突破。
十 | （文章来源：上海证券报）。 Current article:http://9rxd.gamajionghuanmuniuzhuanguchu.cyou/5b3od/ydd.html Published on:07:52:33 |
。这是今年以来A股公司在液冷领域的最新并购案。 据统计，今年以来，已有20多家上市公司公告涉足液冷领域，既有产业协同式并购，也不乏“门外汉”的跨界并购。 据Markets and Markets预计，全球数据中心液冷市场规模有望在2025年至2032年实现超过30%的复合增长。上海证券报记者采访获悉，随着AI算力持续爆发、算力集群加速构建，液冷散热凭借高效、低耗、稳定的核心优势，受到各路资本追捧。 业内人士分析称，液冷赛道是企业切入AI蓝海市场的重要突破口。
国际市场收购动作早已展开。维谛技术、施耐德电气等行业巨头陆续开始了液冷领域的收购。例如，维谛技术过去两年开启外延式收购，涵盖了冷板式液冷多个核心环节。今年，维谛技术又布局PurgeRite等液冷生命周期管理的基础设施企业。 跨界收购力度不减 据不完全统计，今年以来，金富科技、捷邦科技、祥鑫科技、五洋自控等10余家公司发布了布局液冷领域的相关跨界收购公告。 金富科技今年完成5.71亿元对卓晖金属和联益热能51%的股权收购，成功切入液冷散热的高景气赛道，并明确“食品饮料包装+液冷散热”双轮驱动发展战略。金富科技表示，公司将切入液冷散热的高景气赛道，形成公司第二增长曲线，提升公司长期盈利能力与行业地位。
