Core Viewpoint - The company Alede (301419) is actively expanding its customer base and business in the field of thermal management products, including heat pipes, vapor chambers, and water cooling plates [1] Group 1 - The company's thermal management products include heat pipes, vapor chambers, and water cooling plates, as detailed in its periodic reports [1] - The company is focusing on expanding its customer base and business in related fields [1] - Future developments will be disclosed through designated media as required by law [1]

Core Viewpoint - The rapid development of artificial intelligence is driving a surge in demand for AI servers, and the company is exploring opportunities in this market with its thermal pads and quick connectors [2]. Group 1 - The company confirmed that its thermal dissipation products can be applied to liquid-cooled servers [2]. - The company is actively expanding its market presence in the AI server sector [2]. - The company plans to share business progress with investors through regular reports or announcements [2].

金融界消息 截至2025年8月14日收盘，阿莱德（301419）报收于31.82元，下跌5.8%，换手率16.39%， 成交量6.95万手，成交金额2.25亿元。 来源：金融界 资金流向方面，今日主力资金净流出1225.45万元，占比成交额5.46%。其中，超大单净流出658.25万 元、占成交额2.93%，大单净流出567.20万元、占成交额2.53%，中单净流出流出422.94万元、占成交额 1.88%，小单净流入1648.39万元、占成交额7.34%。 天眼查商业履历信息显示，上海阿莱德实业集团股份有限公司，成立于2004年，位于上海市，是一家以 从事计算机、通信和其他电子设备制造业为主的企业。企业注册资本12000万人民币，实缴资本7485.5 万人民币。公司法定代表人为张耀华。 通过天眼查大数据分析，上海阿莱德实业集团股份有限公司共对外投资了10家企业，参与招投标项目1 次，知识产权方面有商标信息25条，专利信息242条，此外企业还拥有行政许可27个。 阿莱德最新一期业绩显示，截至2025一季报，公司营业总收入7830.06万元、同比增长22.86%，归属净 利润1032.27万元，同比增长134. ...

8月13日主力资金净流入264.72万元，占流通市值比为0.18%。近五日主力资金净流出1822.09万元，占 流通市值比为1.27%。 截至2025年8月13日收盘，阿莱德股价报33.78元，较前一交易日上涨1.08元，涨幅3.30%。当日成交量 为106163手，成交额达3.52亿元。 阿莱德属于通信设备板块，主营业务为通信设备相关产品的研发、生产和销售。公司为全球知名通信设 备厂商爱立信、诺基亚、中兴通讯和三星供应产品和服务。 8月12日公司在互动平台表示，始终秉持开放、严谨的原则，致力于与国内外各类优秀企业探索合作可 能，积极开拓新市场、新客户。 风险提示：股市有风险，投资需谨慎。 ...

证券日报网讯阿莱德（301419）7月31日在互动平台回答投资者提问时表示，公司的TPAD系列导热垫 片及TGEL系列导热凝胶产品均可应用于人形机器人的核心关节部位，以保障机器人的性能、寿命与安 全性。人形机器人作为新兴产业，其后续发展的规模与收益存在不确定性，公司始终以开放的心态探索 新领域的合作机遇。敬请广大投资者谨慎决策，注意投资风险。 ...

Group 1 - The company has started testing its products with leading humanoid robot manufacturers since last year, but it cannot disclose specific client information due to confidentiality agreements [2] - The TPAD series thermal pads and TGEL series thermal gels are designed for critical joint areas in humanoid robots, ensuring performance, longevity, and safety [2] - The humanoid robot industry is emerging, and its future scale and profitability remain uncertain, prompting the company to explore new collaboration opportunities with an open mindset [2]

人民财讯7月31日电，阿莱德（301419）在互动平台上表示，公司的TPAD系列导热垫片及TGEL系列导 热凝胶产品均可应用于人形机器人的核心关节部位，以保障机器人的性能、寿命与安全性。人形机器人 作为新兴产业，其后续发展的规模与收益存在不确定性，公司始终以开放的心态探索新领域的合作机 遇。 ...

Group 1: Company Overview - The company has three main product categories: RF and wave protection devices (48.65% of total revenue), EMI and IP protection devices (17.50%), and electronic thermal management devices (23.89%) [4] - The company has a total of 255 patents, including 66 invention patents, and focuses on new product and technology development [6] Group 2: Market and Product Applications - The company's thermal interface materials (TIM) have a thermal conductivity greater than 12 W/mK, which effectively reduces the junction temperature of core heating components [2][3] - The company is actively expanding its thermal management products in the data center and optical module sectors, aiming to enhance market share in emerging high-performance computing fields [3][5] Group 3: Future Plans and Strategies - The company plans to increase R&D investment in thermal management products to meet market demands and enhance competitiveness [5] - The company aims to strengthen customer relationship management and seek strategic alliances to explore new markets [5] - There are currently no specific acquisition plans, but the company is open to evaluating market opportunities for potential investments or mergers in the future [6]

Group 1: Company Overview and Competitive Advantages - The company has over 20 years of experience in the high polymer materials communication equipment components sector, with a total of 255 patents, including 66 invention patents, showcasing a strong technical reserve [2][3] - The company has established long-term strategic partnerships with quality raw material suppliers, enhancing cost control and customer value [2] - A professional R&D team composed of top talents in materials science and thermal management is dedicated to exploring cutting-edge technologies [3] Group 2: Financial Performance - In Q1 2025, the company's revenue reached 78.3 million yuan, a year-on-year increase of 22.86%, while net profit attributable to shareholders was 10.3 million yuan, up 134.32% compared to the previous year [3] - The growth in performance is attributed to the improved market conditions in the 5G sector, lower growth rates in sales expenses compared to revenue, and reductions in management and financial costs [3] Group 3: Market Expansion and Future Plans - The company is actively exploring applications of thermal management products in emerging fields such as data centers and artificial intelligence [3] - There are considerations for overseas capacity expansion, particularly in Southeast Asia, based on market demand and strategic planning [3][4] - The company is open to mergers and acquisitions to enhance business synergy and resource complementarity, while adhering to regulatory requirements for information disclosure [4] Group 4: Product Applications - The company's thermal management products are applicable in humanoid robots, specifically in critical areas such as joints, batteries, and chips [3] - The company emphasizes confidentiality regarding customer information in the humanoid robot sector, highlighting the industry's uncertain future [3]

证券代码：301419 证券简称：阿莱德 公告编号：2025-023 上海阿莱德实业集团股份有限公司 《公司章程》具体修订内容如下： | | 修订前 | | 修订后 | | | --- | --- | --- | --- | --- | | 第六条 | 公司注册资本为人民币 10,000 | 万 | 第六条 | 公司注册资本为人民币 12,000 万 | | 元。 | | | 元。 | | | 第十九条 | 公司股份总数为 10,000 | 万股， | 第十九条 | 公司股份总数为 万股， 12,000 | | 全部为普通股，每股面值一元。 | | | 全部为普通股，每股面值一元。 | | 关于完成工商变更登记并换发营业执照的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 上海阿莱德实业集团股份有限公司（以下简称"公司"）于 2025 年 4 月 17 日 召开了第三届董事会第十九次会议，并于 2025 年 5 月 15 日召开了 2024 年年度 股东大会，分别审议通过了《关于公司<2024 年度利润分配预案>的议案》及《关 于变更注册资本、修订<公司 ...