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A ‘Game Changer’ For Organ Transplants: Blood Type of Donor Kidneys Altered in Breakthrough Research_我的网站

一 | Breakthrough new research could significantly increase supply of organs for people with rarer blood types waiting for a transplant, reported The Guardian.,A team of scientists from the University of Cambridge have successfully altered the blood type of three donor kidneys. By flushing blood infused with a special enzyme through a human kidney the scientists removed the blood type markers lining the blood vessels of the organ.,The procedure required using a device that is connected with a donor’s kidney to pass oxygenated blood through it - a normothermic perfusion machine. As a result, the organ was converted to type O, considered the universal donor.,Blood Group Compatible,As the blood type of a donor must be compatible with the recipient’s, the new development could increase the supply of kidneys available for transplant.,A kidney from someone with blood type A cannot be transplanted to someone with blood type B, or visa versa. In such a case, the receiving body’s immune system would reject the new organ, interpreting the different blood type as foreign.,So changing the blood type to the universal O would mean the donor organ could be used for people with any blood type.,“Our confidence was really boosted after we applied the enzyme to a piece of human kidney tissue and saw very quickly that the antigens were removed. After this, we knew that the process is feasible, and we just had to scale up the project to apply the enzyme to full-size human kidneys,” Serena MacMillan, a PhD student at the University of Cambridge, said.,Scientists involved in the research, funded by charity Kidney Research UK and due to be published in the British Journal of Surgery, clarified that the outcome might have particular implications for minority ethnic groups.,Science & TechGood News for ABs: Scientists Can Now Change People's Blood Type21 February, 16:34 GMT,Some blood groups such as O Rh positive and B Rh positive are more prevalent among black, Asian and minority ethnic communities. To complicate matters further, some rare blood types are only found within the black, Asian and minority ethnic communities,This typically places them at a disadvantage, as they struggle to find a match. With low donation rates from these populations, stressed the researchers, sometimes such patients wait for as long as over a year for a compatible donor. They cited figures from 2020-21 showing that just over 9% of total organ donations in the UK came from black and minority ethnic donors. On the other hand, black and minority ethnic patients make up 33% of the kidney transplant waiting list.,“It’s very exciting to think about how this could potentially impact so many lives,” added Serena MacMillan.,The “potentially gamechanging” research was applauded by Dr Aisling McMahon, the executive director of research at Kidney Research UK.,The scientists will now test the reintroduction of other blood types and observe how the novel approach in clinical settings.。 液冷板块今早开盘即迎来资金追捧。截至午间收盘,板块整体涨幅达0.79%,康盛股份、英维克双双涨停,申菱环境、同飞股份、朗特智能、豪尔赛全线跟涨。
催化来自昨晚的一份半年报——8月24日晚间,液冷龙头英维克披露了2026年半年报,上半年营收30.17亿元,同比增长17.24%;二季度归母净利润环比暴增1934%。

二 | AI太热了,不是比喻,是字面意思。 当英伟达最新AI服务器的冷却液温度可以飙到45摄氏度,比你家热水器的水温还高时,你就知道,散热这件事已经成了算力竞赛的“第二战场”。

三 | 而A股的上市公司们,正闻风而动,掀起一场围绕液冷赛道的并购卡位战。 一根管道里的万亿生意 液冷是啥? 简单说,就是用水或特殊冷却液代替空气,把芯片的热量“搬”出去。传统数据中心靠风扇吹,跟夏天用电风扇一个道理——凉快是凉快,但芯片功率一上去就吹不动了。

四 | 液体带走热量的能力是同体积空气的25倍,噪音还低25到30分贝。 目前最主流的方案叫“冷板式液冷”——把一块带微小通道的金属板贴在CPU/GPU上,冷却液流过板子,把热量带走。听着简单,但里面涉及微通道精密加工、密封防漏、材料兼容性等一系列高壁垒技术。 这生意有多大?中金公司研报测算,全球散热器件市场2025至2027年的复合年增长率达59.8%。申万宏源更激进,预计2026年液冷市场空间超千亿,2028年突破3000亿元。

五 | 而TrendForce的数据显示,液冷在AI芯片中的渗透率将从2025年的33%跃升至2026年的53%,明年逼近60%。 一句话:风口来了。 上市公司液冷卡位战 最新的案例是远东股份。8月24日晚间,这家老牌线缆企业公告,子公司拟以2.16亿元收购富的旺旺80%股权,切入液冷散热核心部件领域。 远东股份的逻辑很清晰:公司已有算力芯片检测设备和全光互联业务,收购液冷资产,正好凑齐“供电—互联—散热”的AI基础设施闭环。这也是这一轮液冷并购潮的典型特征——产业补链型,在AI硬件产业链上找缺口,强化自身闭环能力。

六 | 这不是孤例。今年以来,20多家上市公司公告涉足液冷领域,从做瓶盖的金富科技到做模具的祥鑫科技,跨度之大,堪称“跨界奇观”。东吴证券研报指出,液冷正从“可选”走向“必选”,英伟达Rubin平台已全面导入无风扇全液冷架构,这一趋势不可逆。
警惕并购“双刃剑” 当然,跨界并购历来是双刃剑。远东股份这次收购的静态市盈率约19倍,增值率达303%,并将产生新的商誉。若标的公司未来业绩不达预期,商誉减值就是埋下的雷。 东吴证券在研报中也给出谨慎判断:英伟达链目前仍由Cooler Master、AVC等台系厂商把持高端份额,大陆企业多通过代工或二供切入,短期赚的是加工利润;而Google链和国内CSP链,国产厂商直供机会才更明确。

七 | 液冷蓝海确实广阔,但“跨界”的船票,未必都能驶向黄金彼岸。答案,终究要落到那些冷板、分水器和CDU的出货量里。(文章来源:财联社)。

八 |
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Published on:07:33:39



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