证券日报网讯 溯联股份11月19日在互动平台回答投资者提问时表示，产品价格受行业发展、供需关 系、市场竞争等多重因素影响，公司将持续通过拓展产品应用领域、积极开发新客户、新材料替代和优 化等方式，努力提升公司的盈利能力及产品竞争力。 （编辑 袁冠琳） ...

Core Viewpoint - The company, Sulian Co., expressed its intention to actively participate in the development and manufacturing of products related to solid-state battery packs, especially if major clients like CATL, BYD, and others approach mass production of these batteries [1] Group 1: Product Application - The company's products are primarily used in the thermal management systems of power battery packs [1] - Solid-state battery packs have design similarities to existing products, indicating a potential for integration [1] Group 2: Market Opportunities - If solid-state batteries from key clients reach near mass production, the company will engage in relevant product development [1] - The higher operating temperature of pure solid-state batteries necessitates improved thermal control, which increases the value of the liquid cooling components produced by the company compared to current battery packs [1]

Core Viewpoint - The company, Solian Co., Ltd. (301397.SZ), is actively involved in the development and manufacturing of liquid cooling components for power battery packs, particularly in the context of solid-state batteries, which require enhanced thermal management due to their higher operating temperatures [1] Group 1: Product Application - The company's products are primarily used in the liquid thermal management systems of power battery packs [1] - The design of solid-state battery packs is similar to existing products, indicating a potential for integration and development [1] Group 2: Market Engagement - The company plans to actively participate in the development and manufacturing of products if solid-state batteries from key clients such as CATL, BYD, Xinwangda, and Yiwei Lithium Energy approach mass production [1] - The value of the liquid cooling components produced by the company is expected to be higher for solid-state battery packs compared to existing battery packs due to the increased thermal management requirements [1]

证券日报网讯溯联股份（301397）11月17日在互动平台回答投资者提问时表示，截至2025年11月10日， 公司股东人数为12710户。 ...

Core Viewpoint - The company, Sulian Co., has begun supplying components such as fluid pipelines, connectors, valves, and composite liquid cooling plates for low-altitude aircraft applications, indicating a strategic move into the EVTOL market [1] Group 1: Product Applications - The components produced by the company can be utilized in fuel, electric drive, and thermal management systems of low-altitude flying vehicles [1] - The company has started supplying products to clients like XPeng Huitian and has secured development tasks for other EVTOL products through battery-related business [1] Group 2: Market Expansion - The company is actively exploring application markets including low-altitude flying vehicles, ships, and rail transportation through channels such as OEMs, battery manufacturers, and BMS integrators [1]

Group 1 - The company is developing an intelligent factory for fluid systems in the new energy vehicle sector and a research and development center in Wuhu, aiming to enhance its strategic presence in East China [1] - The project is currently under orderly construction, having successfully obtained land use rights, with planning and design work completed and the construction permit process underway [1] - The strategic layout in East China is a well-considered move, with the company expressing confidence in managing the related processes and risks effectively [1] Group 2 - An investor inquired about the progress of the Wuhu project and expressed concerns regarding the lack of information in financial reports [3] - There are indications of potential mergers and acquisitions with similar companies in Wuhu, raising questions about strategic management and risk assessment to align with financial strategies and profit forecasts [3]

Core Viewpoint - The company is developing a new energy vehicle fluid system intelligent factory and R&D center in Wuhu to enhance its strategic layout in East China and better serve the market and customers [1] Group 1 - The investment project in Wuhu is focused on constructing an intelligent factory for new energy vehicle fluid systems [1] - The project is currently under orderly construction, having successfully obtained the land use certificate [1] - Planning and design work has been completed, and the project is in the process of obtaining the construction permit [1]

Core Viewpoint - The company is actively involved in the low-altitude economy and flying car sector, supplying components to various clients, including XPeng Heavens, and is expanding its market reach through partnerships with manufacturers and battery suppliers [1] Group 1: Company Activities - The company produces fluid pipelines, connectors, valves, and composite liquid cooling plates that are applicable in low-altitude aircraft's fuel, electric drive, and thermal management systems [1] - The company has begun supplying components to clients such as XPeng Heavens and has secured product development tasks related to EVTOL and other low-altitude aircraft through its battery business [1] Group 2: Market Expansion - The company is actively exploring application markets that include low-altitude aircraft, ships, and rail transportation through channels such as OEMs, battery manufacturers, and BMS integrators [1]

格隆汇11月13日丨溯联股份(301397.SZ)在投资者互动平台表示,公司的液冷产品研发进展顺利，目前已 完成了对部分客户的开发样件交付，并正在进行相关测试验证工作。产品的最终量产及具体订单落地受 行业发展、客户项目进度及需求等多重因素影响。 ...

Group 1 - The company has received inquiries from investors regarding the profit margin of its energy storage products [1] - The company stated that its energy storage thermal management business is developing well and has delivered products in bulk to multiple customers [1] - The profit margin of this business segment is currently within a reasonable range for the industry [1]