🔥36氪•Stalecollected in 11m
Yinlun Shares mass-produces data center cooling modules
💡Critical hardware supply chain update for scaling AI data center power and thermal management infrastructure.
⚡ 30-Second TL;DR
What Changed
Mass production of cooling modules for data center power generators
Why It Matters
The mass production of specialized cooling hardware supports the increasing power density requirements of modern AI data centers, ensuring operational efficiency for high-compute infrastructure.
What To Do Next
Infrastructure engineers should evaluate Yinlun's cooling solutions when designing high-density power systems for new AI data center builds.
Who should care:Enterprise & Security Teams
Key Points
- •Mass production of cooling modules for data center power generators
- •Secured international contract for exhaust emission treatment systems
- •Project delivery scheduled for Q4 2026
🧠 Deep Insight
Web-grounded analysis with 19 cited sources.
🔑 Enhanced Key Takeaways
- •Yinlun Shares is a global leader in thermal management and exhaust gas after-treatment, operating over 40 subsidiaries worldwide and consistently ranking as China's top heat exchanger producer.
- •The company's cooling modules are versatile, designed for various applications including powertrain, lubrication, charging, air conditioning, and battery systems, and are optimized for high efficiency within compact designs.
- •Yinlun's exhaust gas post-treatment portfolio includes Selective Catalytic Reduction (SCR) and Diesel Particulate Filter (DPF) systems, essential for meeting stringent emission standards such as China's National Sixth Phase Motor Vehicle Pollutant Emission Standard.
- •Beyond traditional automotive applications, Yinlun has a significant focus on new energy vehicles (NEVs) thermal management, holding over 85% of the EV thermal management market share in 2024, and is actively expanding into chip liquid cooling for intelligent driving systems.
- •Yinlun maintains a global footprint with R&D centers and production bases in the United States, Germany, and multiple locations across China, serving an international customer base in over 40 countries and regions.
📊 Competitor Analysis▸ Show
| Company/Category | Primary Focus/Offerings (Data Center Cooling) | Primary Focus/Offerings (Exhaust Treatment) |
|---|---|---|
| Yinlun Shares | Large-scale cooling modules for high-horsepower generators, liquid cooling systems, thermal management solutions for NEVs, chip liquid cooling. | Gas generator exhaust treatment systems (SCR, DPF, EGR coolers). |
| Vertiv | Comprehensive liquid cooling portfolio (CoolChip CDU, direct-to-chip, immersion cooling, thermal management software). | Null |
| Schneider Electric | HVAC and heat-exchanger portfolios, cold-plate and coolant distribution unit (CDU) technology (via Motivair acquisition), sustainable cooling technologies. | Null |
| Alfa Laval | HVAC and heat-exchanger portfolios, liquid cooling solutions. | Null |
| LiquidStack | Two-phase immersion cooling solutions for AI, hyperscale, edge, and HPC. | Null |
| CoolIT Systems | Direct liquid cooling systems, cold plates. | Null |
| Asetek | Desktop PC cooling IP in enterprise rigs, AIO coolers for gaming/HPC, energy-saving data center technology. | Null |
| Robert Bosch | Null | High-performance DPF, SCR, DOC, integrated emission control solutions for vehicles. |
| Faurecia (FORVIA) | Null | Comprehensive aftertreatment solutions (SCR, DPF/GPF), advanced thermal and catalyst management. |
| Tenneco | Null | Complete exhaust aftertreatment systems (DPF, SCR, DOC), integrated modules for diesel and gasoline vehicles. |
🛠️ Technical Deep Dive
- Cooling Modules:
- Comprise cooling fans, high-temperature radiators, low-temperature radiators, intercoolers, oil coolers, condensers, shock absorbers, and plastic frames.
- Designed for powertrain system cooling, lubrication system cooling, charging cooling, air conditioning system cooling, and battery system cooling.
- Advanced water-air intercoolers offer compact structure, smaller size, higher heat exchange efficiency, smaller resistance loss, and reduced oil consumption compared to traditional air-air intercoolers.
- Integral coolers are available for liquid-to-liquid applications (transmission, engine, hydraulic, electronics cooling) with capacities up to 1 million btu/hr.
- Exhaust Gas Post-Treatment Systems:
- Utilize Selective Catalytic Reduction (SCR) technology, which involves injecting urea aqueous solution to react with NOx, converting it into harmless nitrogen and water.
- Key components include urea tanks (for storage and temperature detection), injection pumps (for metered urea injection), DCUs (Diesel Control Units) for precise control and sensor signal collection, and nozzles (for atomizing and mixing urea solution with exhaust gas).
- Also include Diesel Particulate Filters (DPF) for reducing particulate matter emissions.
- Exhaust Gas Recirculation (EGR) coolers and EGR valves are part of the post-treatment offerings, cooling exhaust gas before re-entering the cylinder to inhibit NOx generation.
🔮 Future ImplicationsAI analysis grounded in cited sources
Yinlun Shares is strategically positioned to capture a significant share of the expanding data center liquid cooling market.
The global data center liquid cooling market is projected for substantial growth, driven by increasing rack densities, AI/ML workloads, and sustainability mandates, directly aligning with Yinlun's expertise in thermal management and new product offerings.
The company's diversification into data center cooling and gas generator exhaust treatment will enhance its revenue streams and market resilience.
By expanding beyond its traditional automotive focus into the critical infrastructure sectors of data centers and power generation, Yinlun is tapping into new, high-growth markets, thereby broadening its customer base and reducing reliance on a single industry.
Yinlun's emphasis on advanced liquid cooling technologies, including for chips, will be crucial for its competitiveness in high-performance computing and AI data center segments.
The industry trend is a definitive shift towards liquid cooling solutions like direct-to-chip and immersion cooling to manage the extreme heat generated by AI and HPC workloads, making Yinlun's advanced cooling solutions highly relevant and in demand.
⏳ Timeline
1958
Company founded as a thermal-management product manufacturer.
1999-03
Officially became a private joint-stock enterprise, Zhejiang Yinlun Machinery Co., Ltd.
2000-08
Achieved a major breakthrough by shipping the first batch of Cummins C-series engine oil coolers to Cummins Inc. of the United States.
2007-04
Listed on the SMEs board of Shenzhen Stock Exchange, marking its entry into capital markets.
2015
Expanded product portfolio to include integrated cooling modules and advanced heat exchangers for both internal combustion engine (ICE) and new-energy vehicles (NEVs).
2025-07
Kaishan YINLUN data center liquid cooling system was delivered as scheduled.
📎 Sources (19)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
- yinlun.cn
- yinlun.cn
- matrixbcg.com
- yinlun.cn
- yinluntdi.com
- yinlun.cn
- marketscreener.com
- yinlun.cn
- gminsights.com
- mordorintelligence.com
- analyticsinsight.net
- datacentremagazine.com
- advancing-data-center-cooling-innovation.com
- custommarketinsights.com
- gminsights.com
- marketsandmarkets.com
- yinluntdi.com
- racksolutions.com
- marketintelo.com
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Original source: 36氪 ↗