锦富技术2025年一季度营收增长16.5% 热管理材料等领域取得显著进展

Core Viewpoint - Jinfu Technology (300128) reported a revenue of 451 million yuan in Q1 2025, representing a year-on-year growth of 16.5% [1] Group 1: Business Overview - Jinfu Technology specializes in the R&D, manufacturing, sales, and technical services of precision components for electronic products, liquid crystal display modules (LCM and BLU), intelligent detection, and automation equipment, with applications across consumer electronics, automotive, medical, and new energy sectors [1] - The company is actively transitioning towards high-tech and high-value-added industries, achieving significant progress in thermal management materials and fine chemical materials [1] Group 2: Product Development and Market Demand - The demand for efficient and reliable thermal management materials is increasing due to rising consumer expectations for electronic product performance and the rapid development of the new energy vehicle industry, with the global thermal management market projected to reach $26.1 billion by 2028 [2] - Jinfu Technology's graphene electric heating film products have entered the supply chains of major clients such as Geely, SAIC, BYD, General Motors, and Xiaomi, providing heating solutions for new energy vehicles [1][2] - The company has developed a low-conductivity coolant that has completed road test verification with a leading domestic new energy vehicle manufacturer, enhancing the safety and efficiency of cooling systems [1] Group 3: Strategic Initiatives - Jinfu Technology has established a dual-driven development strategy focusing on "consumer electronics + new energy," continuously deepening its presence in the consumer electronics market while actively expanding the application of graphene thermal materials [2] - The company has initiated a project for a fluorine-free binder for batteries, which has achieved a preliminary production capacity of thousands of tons and has received positive feedback from over 20 domestic battery manufacturers [2] - Jinfu Technology aims to transform into a new materials listed company within 3 to 5 years, targeting a sales revenue of 2.7 billion yuan for the fiscal year 2025 [3]