Core Insights - Citi previously noted that Delta Electronics announced its first fiscal quarter sales performance and established two equity joint ventures with Shanghai Electric, enhancing its component engineering capabilities in new business areas [2] - Although Delta Electronics' first fiscal quarter sales declined by 2%, robust backlog orders are expected to lead to a recovery in sales during the second and third quarters [2] - The company is experiencing strong momentum in the humanoid robot market, which is anticipated to bring larger-scale business opportunities [2] Summary by Categories - Sales Performance - Delta Electronics reported a 2% decline in sales for the first fiscal quarter [2] - The company expects sales to recover in the second and third quarters due to strong backlog orders [2] - Joint Ventures - In July, Delta Electronics announced that its wholly-owned subsidiary, Delta Automotive Electronics, formed two equity joint ventures with Shanghai Electric to engage in the design and manufacturing of humanoid robot components in China [2] - Product Development - According to the company's website, the AI server thermal management business includes components such as cooling pumps [2] - The company plans to launch the new DCP series liquid cooling pumps by May 2025, designed for modern data centers and AI server architectures, featuring high efficiency, low noise, and modular design [2]
德昌电机控股逆市上涨，年内股价累涨3.2倍，花旗看好公司销售额恢复增长