智通财经4月20日电，高澜股份(300499.SZ)公告称，公司与中电普瑞电力工程有限公司就沙特柔直项目 签订了两份合同，总金额为人民币36,138万元（含税）。合同1涉及水冷系统采购，金额为26,778万元； 合同2涉及配水管路采购，金额为9,360万元。合同的顺利履行预计将对公司未来年度的经营成果产生积 极影响。 高澜股份：签订3.61亿元日常经营重大合同 ...

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 广州高澜节能技术股份有限公司 关于签订日常经营重大合同的公告 特别提示： 1.合同履约的生效条件：合同双方签字、盖章后生效。 2.合同的重大风险及重大不确定性：合同虽已对协议各方权利及义务、违约 责任、争议的解决方式等作出明确约定，但合同履行仍存在因外部宏观环境重大 变化、国家有关政策变化、交易对方需求变化以及其他不可预见或不可抗力等而 导致的履约风险。敬请广大投资者谨慎决策，注意投资风险。 3.合同履行对公司本年度经营成果的影响：合同的顺利履行预计将对公司未 来年度的经营成果产生积极影响，具体收入确认情况将根据合同履行情况以及企 业会计准则、公司会计政策相关规定确认。若本次合同能够顺利履行，则有望在 中东地区形成公司核心产品的标杆案例，将对公司未来的经营业绩以及海外业务 拓展产生积极影响与示范作用。 近日，广州高澜节能技术股份有限公司（以下简称"公司"）与中电普瑞电 力工程有限公司（以下简称"普瑞工程"或"买方"）就沙特柔直项目签订了《水 冷系统采购合同》（以下简称"合同 1"）和《配水管路采购合同》（以下简称 ...

Summary of Conference Call Company Overview - **Company Name**: 高岚股份 (GaoLan Co., Ltd.) - **Industry**: Power electronics and thermal management systems - **Established**: 2001 - **Core Business**: Development, design, production, and sales of pure water cooling equipment and control systems for power electronics [1][2] Key Points and Arguments Business Segments - **Traditional Water Cooling**: Includes direct water cooling, new energy power generation water cooling, flexible AC water cooling, and high-power electrical traditional water cooling [1][2] - **New Energy Vehicle Thermal Management**: Acquired Dongguan GuiXiang in 2019, focusing on thermal management for power batteries and automotive electronics [2] - **Information and Communication Thermal Management**: Managed by a subsidiary, offering various cooling solutions [3] - **Energy Storage Division**: Recently established, focusing on liquid cooling products for energy storage systems [4] Financial Performance - **2021 Revenue**: Approximately 1.679 billion CNY (around 267 million USD) with a net profit of approximately 64.5 million CNY (around 10.2 million USD) [4] - **Q1 2022 Revenue**: Approximately 423 million CNY (around 66.5 million USD) with a net profit of approximately 8.2 million CNY (around 1.3 million USD) [5] - **Revenue Breakdown**: - Power battery thermal management products: 466.6 million CNY (around 73.5 million USD) in 2021 - New energy vehicle electronic products: 350 million CNY (around 55 million USD) in 2021 [5] Market Dynamics - **Impact of COVID-19**: The pandemic affected project timelines and revenue recognition, particularly in the first half of the year [6][14] - **Competitive Landscape**: The company has a strong market position with a 70% market share in high-pressure water cooling systems, serving major clients like State Grid and Southern Power Grid [10][11] Challenges and Strategies - **Cost Pressures**: Rising raw material costs and increased market competition have led to a decline in gross margins [14][15] - **Innovation and R&D**: The company is focusing on new product development and supply chain optimization to mitigate cost pressures [15] - **Market Expansion**: Actively pursuing opportunities in energy storage and data center cooling solutions, with a target revenue of 100 million CNY (around 15.7 million USD) from new segments [27][31] Future Outlook - **Growth Potential**: The company anticipates continued growth in the new energy vehicle and data center markets, with a focus on enhancing production capacity and technological capabilities [9][31] - **Strategic Planning**: The company does not have a long-term rigid plan but aims to adapt to market changes and opportunities as they arise [26] Additional Important Information - **Client Relationships**: Strong relationships with major clients and a solid reputation in the industry contribute to the company's stability [11][19] - **Production Capacity**: The company has achieved high production capacity utilization rates, with significant profit margins in its battery thermal management products [9][20] - **Market Trends**: The shift towards liquid cooling solutions is expected to grow as the market for energy storage and data centers expands [24][32] This summary encapsulates the key insights from the conference call, highlighting the company's operations, financial performance, market challenges, and future strategies.

高澜股份最新一期业绩显示，截至2024三季报，公司营业总收入3.62亿元、同比减少10.35%，归属净利 润1764.91万元，同比减少256.00%，扣非净利润2554.95万元，同比减少143.32%，流动比率2.295、速动 比率1.271、资产负债率23.73%。 金融界消息 截至2025年4月10日收盘，高澜股份（300499）报收于16.42元，上涨3.21%，换手率 8.37%，成交量22.71万手，成交金额3.81亿元。 资金流向方面，今日主力资金净流出1460.74万元，占比成交额3.84%。其中，超大单净流出79.54万 元、占成交额0.21%，大单净流出1381.19万元、占成交额3.63%，中单净流出流出849.61万元、占成交 额2.23%，小单净流入2310.35万元、占成交额6.07%。 通过天眼查大数据分析，广州高澜节能技术股份有限公司共对外投资了16家企业，参与招投标项目573 次，知识产权方面有商标信息19条，专利信息438条，此外企业还拥有行政许可30个。 来源：金融界 天眼查商业履历信息显示，广州高澜节能技术股份有限公司，成立于2001年，位于广州市，是一家以从 事研究 ...

高澜股份（300499.SZ）首次覆盖报告 温控行业老兵，国产 AI 背后的卖铲人 2025 年 03 月 27 日 ➢ 高澜股份：国内领先的液冷散热解决方案提供商。公司是国内领先的液冷散 热技术及解决方案提供商，专注于电力电子、储能、信息通信（ICT）及特种行业 的热管理技术创新，产品覆盖新能源发电、交直流输变电、电力储能、数据中心、 轨道交通等多个领域，并广泛应用于国家电网、南方电网、阿里巴巴、腾讯、宁 德时代等国内外知名企业。1H24 高澜股份在收入方面展现出一定的增长韧性， 各业务板块的收入结构和盈利能力有所分化。其中，高功率密度类产品业务表现 突出，实现收入 1.5 亿元（YoY+118.52%)，占公司收入的较大比重，毛利率提 升 3.26pct 至 17.1%。工程运维服务业务也取得稳健增长，实现收入 5 亿元 （YoY+18.71%），毛利率提升 11.16pct 至 49.3%。我们认为主要由于公司在运 维服务领域的业务优化成果，成本控制成效显著。然而，部分业务板块受到市场 环境变化的影响，大功率电力电子产品收入为 6590 万元，同比下降 54.8%，毛 利率小幅上升 3pct 至 34. ...

证券代码：300499 证券简称：高澜股份 公告编号：2025- 004 广州高澜节能技术股份有限公司 关于为全资子公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 一、担保情况概述 广州高澜节能技术股份有限公司（以下简称"公司"）分别于 2024 年 4 月 24 日、2024 年 5 月 16 日召开第五届董事会第二次会议、2023 年年度股东大会， 审议通过了《关于 2024 年度为子公司向银行申请授信提供担保预计的议案》， 同意公司为全资子公司广州高澜创新科技有限公司（以下简称"高澜创新科技"） 向银行申请综合授信提供总金额不超过 5,000 万元的担保，担保额度有效期自股 东大会审议批准之日起至 2024 年年度股东大会召开之日止。具体内容详见公司 分别于 2024 年 4 月 26 日、2024 年 5 月 17 日在巨潮资讯网（http://www.cninfo. com.cn）上披露的《关于 2024 年度为子公司向银行申请授信提供担保预计的公 告》（公告编号：2024-032）、《2023 年年度股东大会决议公告》（公告 ...

Investment Rating - The report suggests a positive investment outlook for the power supply, liquid cooling, and supporting electrical equipment sectors within the data center industry [3]. Core Insights - The report highlights the increasing value and redundancy in power supply configurations for data centers, particularly with the rise of AI computing demands [3]. - It emphasizes the transition from traditional data centers to AI Data Centers (AIDC), which require higher power densities and specialized cooling solutions [8]. - The liquid cooling market is expected to grow significantly, with cold plate cooling becoming mainstream and immersion cooling waiting for further development [33]. Summary by Sections 1. Power Supply: Growth Direction from Inside to Outside the Cabinet - The report notes that the value of power supply systems is increasing due to the unique power consumption characteristics of data centers, with a projected market size of approximately 150 billion yuan for HVDC systems by 2027 [3]. - The average rack density for AI servers is expected to increase significantly, leading to higher demand for server power supplies, with a projected market size of 373 billion yuan by 2027 [3][31]. 2. Liquid Cooling: Gradual Adoption of Cold Plate and Immersion Cooling - Cold plate liquid cooling is projected to account for 40% of the market by 2027, with a market size of 221 billion yuan, while immersion cooling is expected to reach 89.8 billion yuan [45]. - The report discusses the advantages of cold plate cooling, including lower costs and better compatibility with existing systems, while immersion cooling faces challenges related to liquid properties and system compatibility [36][37]. 3. Supporting Electrical Equipment: Transformers, Busbars, and Power Quality Devices - The demand for busbars is expected to rise as they can support high current loads required by AI-powered cabinets, with significant growth potential in the market [3]. - The report highlights the increasing acceptance of SiC-based power quality products in the data center sector, indicating a shift towards more efficient and compact solutions [3]. 4. Market Forecasts - The report provides detailed forecasts for the growth of the data center market, including the number of standard racks and total power capacity, projecting a total power capacity of 68.7 GW by 2027 [31][45]. - It also outlines the expected market sizes for various power supply solutions, including UPS and HVDC systems, with significant growth anticipated in the coming years [31].

证券代码：300499 证券简称：高澜股份 公告编号：2025-003 广州高澜节能技术股份有限公司 关于控股子公司通过高新技术企业认定的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 根据江苏省科学技术厅近日发布的《关于公布江苏省2024年度第三批高新技 术企业名单的通知》，广州高澜节能技术股份有限公司（以下简称"公司"）控 股子公司江苏澜天传热科技有限公司（以下简称"澜天传热"）被认定为高新技 术企业。 特此公告。 澜天传热本次高新技术企业的认定为其通过的首次认定，根据国家对高新技 术企业的相关税收优惠政策，澜天传热自本次通过高新技术企业认定起连续三年 内（2024年至2026年）可享受国家关于高新技术企业的相关优惠政策，即按15% 的税率缴纳企业所得税。 本次高新技术企业资格认定的通过是对澜天传热研发能力和技术创新能力 的肯定，有助于提升其综合竞争力，对公司及控股子公司未来的经营发展产生积 极影响。 广州高澜节能技术股份有限公司董事会 2025 年 2 月 11 日 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of between RMB -44 million and -57 million for the year 2024, representing a decline of 38.25% to 79.10% compared to the loss of RMB 31.83 million in the same period last year [4]. - The net profit after deducting non-recurring gains and losses is projected to be between RMB -52 million and -67 million, indicating a decrease of 57.24% to 102.59% compared to the loss of RMB 33.07 million in the previous year [4]. - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by an external auditor [9]. Operating Income and Expenses - The increase in operating income and backlog orders compared to the previous year is noted, although the overall gross margin has not improved [8]. - The company has increased its customer development efforts and actively expanded sales channels, leading to a rise in period expenses alongside the growth in operating income and backlog orders [8]. Taxation and Non-Recurring Items - The corporate income tax rate has been adjusted from 25% to 15% due to the company's re-certification as a high-tech enterprise, impacting the recognition of deferred tax assets and increasing income tax expenses [8]. - Non-recurring gains and losses are estimated to have an impact of approximately RMB 8.7 million on net profit, primarily from government subsidies received [8].

2. 公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大 影响的未公开重大信息； 3.公司目前经营情况及内外部经营环境未发生重大变化； 4.经核查，公司第一大股东及公司董事、监事和高级管理人员不存在关于本公司 的应披露而未披露的重大事项，或处于筹划阶段的重大事项； 证券代码：300499 证券简称：高澜股份 公告编号：2024-065 广州高澜节能技术股份有限公司 股票交易异常波动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 广州高澜节能技术股份有限公司（以下简称"公司"或"本公司"）股票（证 券简称：高澜股份，证券代码：300499）交易价格连续三个交易日内（2024 年 12 月 19 日、2024 年 12 月 20 日、2024 年 12 月 23 日）日收盘价格涨幅偏离值累计超过 30%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动的情 况。 二、公司关注并核实相关情况的说明 公司目前无控股股东、无实际控制人，针对公司股票交易异常波动情况，公司 就相关问题进行了核实，现就相关 ...