Group 1 - The core viewpoint of the news is that Fusheng Asset has conducted research on Tongfei Co., which has significant growth potential in various sectors, particularly in energy storage and medical equipment [1] - Tongfei Co.'s products are widely used in CNC equipment, power electronics, energy storage, semiconductors, and data centers [1] - In the energy storage sector, Tongfei Co. expects revenue of approximately 1.176 billion yuan in 2024, representing a year-on-year growth of 30% [1] - The company has expanded its customer base in the medical equipment sector, particularly with its temperature control products for MRI machines, including a partnership with United Imaging [1] - For the data center sector, Tongfei Co. has introduced cold plate liquid cooling and immersion cooling solutions, securing clients such as Kehua Data [1] - In Q1 2025, Tongfei Co. achieved revenue of 574 million yuan, a year-on-year increase of 109.02%, with a net profit of 61.91 million yuan, reflecting a growth of 1,104.89% [1] - The company anticipates continued improvement in operational performance in Q3 and Q4 of 2024, driven by revenue expansion and cost optimization measures [1]
【私募调研记录】复胜资产调研同飞股份