抢占新能源商用车热管理市场风口 凯龙高科积极打造第二增长曲线

Group 1 - The core viewpoint is that the new energy commercial vehicle market is experiencing significant growth opportunities, with Kailong Gaoke targeting this "new blue ocean" after the success of passenger vehicle electrification [1] - According to QYResearch, the global new energy commercial vehicle market is expected to reach $162.404 billion by 2029, with a compound annual growth rate (CAGR) of 18.41% from 2023 to 2029 [1] - In 2024, domestic sales of new energy heavy trucks are projected to reach 84,000 units, with a penetration rate of 14%, and pure electric heavy trucks accounting for 91.3% of this segment [1] Group 2 - The demand for thermal management systems in new energy vehicles is expanding due to the increasing complexity and precision requirements of battery packs and electronic devices [2] - Kailong Gaoke views the thermal management business as its second growth curve, leveraging its existing technology and industry advantages [2] - The intelligent thermal management unit developed by Kailong Baodun is a key product for expanding into the new energy sector, ensuring optimal temperature management for power batteries [2] Group 3 - Kailong Baodun has begun small-scale sample deliveries of its intelligent thermal management units to key clients, marking a significant step in market expansion [3] - The rapid development of industrial and commercial energy storage and data centers is driving growth in the thermal management industry [3] - Kailong Baodun plans to actively develop thermal management products related to energy storage and data center applications [3]