Core Viewpoint - The company, Aotega, emphasizes that mergers and acquisitions (M&A) will be a crucial strategy for its growth as outlined in its "2030 Development Strategy" to be released in 2025 [1] Group 1: M&A Strategy - The company has organized a professional team to initiate M&A activities focusing on both its core automotive thermal management business and other high-value automotive components outside of thermal management [1] - The M&A approach will be tailored to local conditions, utilizing methods such as direct acquisitions and investments through a Corporate Venture Capital (CVC) platform [1] - Actual M&A transactions are expected to materialize by 2026, with funding sourced from the company's own resources, ensuring that it does not utilize funds raised from stock issuance [1]

Group 1: Business Development and Strategy - The company faced significant price reduction challenges in the automotive parts market due to intense competition, prompting a focus on internal management transformation and cost reduction strategies [2] - In 2025, the company implemented a cost control strategy that led to a substantial decrease in procurement expenses, resulting in a significant year-on-year increase in total profit and net profit attributable to shareholders [2] - The company plans to expand its business through mergers and acquisitions, targeting both automotive thermal management and other high-value automotive parts industries to enhance core competitiveness [3] Group 2: International Business Expansion - The company aims to strengthen its overseas business management and planning in 2026, with profitable operations already established in India, Thailand, Slovakia, and Morocco [4] - The Thai factory is experiencing rapid growth, and there are plans to build factories in ASEAN countries to tap into emerging markets [4] - In North America, the company expects significant improvements in performance due to better management practices and increased local production rates, addressing fluctuating tariff policies [5] Group 3: Energy Storage and Thermal Management - The energy storage thermal management business, initiated in 2021, faced challenges due to market conditions but is expected to recover significantly in 2025, particularly in the electric truck sector [6] - The company is considering entering the data center temperature control market to enhance its position in the water cooling market [6] Group 4: Market Value Management - The core of market value management is solid performance support and a clear future development outlook, with significant improvements in internal governance and business expansion since the acquisition by Changjiang Industrial Group [8] - The reduction of shareholding by major shareholders has alleviated market concerns, and the company plans to enhance market value management through diversified information disclosure and strengthened investor relations [8]

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证本次信息披露的内容真实、准确和完整，没有虚假记载、误导性陈述或者 重大遗漏。 本公司收到公司总经理朱光先生的通知，朱光先生于2026年1月27日通过深圳证券交易所交易系统以集 中竞价方式增持公司股份30,400股，占公司总股本的0.0009%。现将本次增持股份结果公告如下： 一、增持主体的基本情况 1.增持主体：公司总经理朱光先生 1.增持目的：基于对公司未来发展的坚定信心及对公司长期投资价值和发展前景的认可。 2.增持方式：通过深圳证券交易所交易系统以集中竞价方式增持。 3.资金来源：自有资金。 4.本次增持情况： ■ 5.后续增持计划：本次增持主体暂无后续增持计划，如有后续增持，公司将严格按照相关法律法规的规 定及时履行信息披露义务。 三、其他说明 2.增持前持股数量及比例：本次增持前，朱光先生持有公司股份800,000股，占公司总股本比例的 0.024%。 3.增持主体在本次公告前12个月内未披露过增持计划。 4.增持主体在本次公告前6个月内不存在减持公司股份的情形。 二、本次增持的实施情况 2.本次增持不会导致公司股权分布不具 ...

Core Viewpoint - Efficient cooling is an effective approach to reduce the Power Usage Effectiveness (PUE) of data centers [2] Group 1: Energy Consumption and Cooling - The energy consumption of data centers is closely related to cooling, as stable electricity is required to maintain efficient chip operations, and heat generation must be effectively dissipated to prevent performance degradation [3] - PUE is a key indicator of data center operational efficiency, calculated as total energy consumption divided by IT equipment energy consumption, with a target of PUE < 1.3, ideally approaching 1.2 [3] - Cooling is often a major energy consumer in data centers, with early developments seeing PUE values exceeding 2, primarily due to cooling processes [4] Group 2: Paths to Reduce PUE - There are two main paths to reduce PUE: utilizing external cooling resources and implementing efficient internal cooling systems [5] - External cooling can be achieved through natural cooling from outdoor air in cold climates, as demonstrated by Kolos's data center in Norway, which aims to reduce energy costs by 60% due to its cold climate and hydropower resources [6] - China's Tibet Ningxuan data center is noted as the highest elevation data center globally, and there are proposals to build data centers in space to enhance cooling efficiency [7] Group 3: Internal Cooling Solutions - The current mainstream internal cooling solutions are air cooling and liquid cooling [8] - Liquid cooling is gaining traction as the next-generation mainstream solution, with its penetration rate increasing from 10% to 30% due to its superior heat dissipation capabilities [9] - The main types of liquid cooling technologies include cold plate liquid cooling, immersion cooling, and spray cooling, with companies specializing in data center cooling and traditional HVAC manufacturers involved in this space [10] Group 4: Future Trends - As AI demands continue to grow, liquid cooling is expected to replace air cooling as the primary method for reducing PUE in data centers [12]

（记者 王晓波） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 每经AI快讯，奥特佳1月27日晚间发布公告称，公司收到公司总经理朱光先生的通知，朱光先生于2026 年1月27日通过深圳证券交易所交易系统以集中竞价方式增持公司股份约3.04万股，占公司总股本的 0.0009%。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 ...

奥特佳新能源科技集团股份有限公司 奥特佳新能源科技集团股份有限公司 关于高管增持公司股份的公告 本公司及董事会全体成员保证本次信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 本公司收到公司总经理朱光先生的通知，朱光先生于 2026 年 1 月 27 日通过深圳证券交易所交易系统以集中竞价方式增持公司股份 30,400 股，占公司总股本的 0.0009%。现将本次增持股份结果公告如 下： 一、增持主体的基本情况 1.增持主体：公司总经理朱光先生 2.增持前持股数量及比例：本次增持前，朱光先生持有公司股份 800,000 股，占公司总股本比例的 0.024%。 3.增持主体在本次公告前 12 个月内未披露过增持计划。 4.增持主体在本次公告前 6 个月内不存在减持公司股份的情形。 二、本次增持的实施情况 证券简称：奥特佳 证券代码：002239 公告编号：2026-004 1 奥特佳新能源科技集团股份有限公司 | 姓 | 职 | 增持前 | | 增持日期 | 增持数 | 增持价 格（元/ | 本次增持 | 增持后 | | | --- | --- | --- | --- | --- | - ...

Core Viewpoint - The Chinese electric vehicle (EV) high-voltage component industry has transitioned from policy-driven to market-driven growth, with increasing consumer acceptance of pure electric and hybrid models, leading to a significant expansion in production and sales, and a surge in demand for high-voltage components [1][10]. Industry Overview - The high-voltage system in EVs is crucial for energy storage, conversion, transmission, and usage, operating at hundreds of volts, which distinguishes EVs from traditional fuel vehicles [2]. - High-voltage components are essential for the efficient operation of EVs, enabling energy management and enhancing overall performance [4]. Market Size and Growth - By 2025, the market size of China's high-voltage component industry is projected to reach 311.66 billion yuan, representing a year-on-year growth of 26.5%, capturing 49.32% of the global market share [1][10]. - In the first nine months of 2025, China's production and sales of new energy vehicles reached 11.24 million and 11.23 million units, respectively, with a year-on-year growth of 35.2% and 34.9% [8]. Industry Barriers - The high-voltage component industry faces significant technical barriers, requiring precise design, programming skills, and a deep understanding of system logic to ensure performance, reliability, and safety [5][6]. Market Policies - The Chinese government has implemented various policies to support the development of the automotive parts industry, including high-voltage components, creating a favorable environment for growth [6]. Industry Chain - The upstream of the high-voltage component industry includes suppliers of raw materials like copper, aluminum, and rare earths, while the downstream consists of EV manufacturers and the aftermarket, which is seeing increased demand as early EVs enter replacement cycles [7][8]. Competitive Landscape - The industry is characterized by a fragmented market with numerous players focusing on specific segments. Key companies include Xinrui Technology, Zhonghang Optoelectronics, BYD Semiconductor, and Futec Technology [10][11]. Development Trends - The industry is expected to see a shift towards higher voltage and efficiency, with wide bandgap semiconductor materials playing a crucial role in enhancing energy conversion efficiency [14]. - There will be a trend towards system integration and modularization, aiming for lightweight designs and cost control [14]. - Collaboration within the supply chain will deepen, with a focus on localizing key materials and components to build a self-sufficient supply chain [15].

Core Viewpoint - The company has established a joint venture with Suzhou Botemon Motor Co., Ltd. to enhance collaboration with key suppliers and expand its automotive parts business [1] Group 1: Joint Venture Details - The joint venture, named Suzhou Aobo New Energy Motor Co., Ltd., was signed on January 23 [1] - The partnership aims to deepen the company's relationship with important suppliers in the industry [1] Group 2: Strategic Implications - This move is expected to help the company reduce costs and improve efficiency [1] - The joint venture will enhance the resilience of the supply chain and facilitate exploration of new fields and technologies [1]

奥特佳新能源科技集团股份有限公司 证券简称：奥特佳 证券代码：002239 公告编号：2026-003 奥特佳新能源科技集团股份有限公司 关于对外投资并设立合资公司的公告 本公司及董事会全体成员保证本次信息披露的内容真实、准确和完整， 没有虚假记载、误导性陈述或者重大遗漏。 本公司全资子公司武汉市奥特佳投资有限公司（以下简称奥特佳 投资）于 1 月 23 日与苏州博特蒙电机有限公司（以下简称博特蒙） 签署协议，决定合资成立苏州奥博新能源电机有限公司。此举将深化 本公司与产业链重要供应商的合作关系，扩展公司汽车零部件业务的 产业布局，有利于公司降本增效、增强供应链韧性和对新领域新技术 的探索。现将详情公告如下： 一、对外投资概述 （一）基本情况 当前全球新能源汽车及相关智能化技术加速演进，部分新兴产业 正在从技术突破迈入商业化落地的关键阶段。电动机作为这些新兴产 业硬件产品的核心动力部件，预计市场将持续扩大，从而显著带动运 动控制与电机领域的新增需求。 本公司长期深耕汽车热管理领域，拥有完善的产业布局、稳定的 客户资源和坚韧的供应链整合能力。而博特蒙专注于无刷永磁电机的 研发、生产与销售，在汽车热管理电机细分市 ...

Group 1 - The company expects to achieve profitability in the fiscal year 2025, with specific details to be provided in a table [2] - The company has communicated with its auditing firm regarding the earnings forecast, and there are no discrepancies in the earnings forecast [2] Group 2 - The company's operating performance is steadily improving, with a significant increase in net profit attributable to shareholders compared to the previous year [3] - The increase in profit is attributed to enhanced sales scale, cost control measures, and improved operational efficiency of overseas subsidiaries [3]