中石科技：公司业绩单季度波动主要受到消费电子行业市场需求变化等因素的影响

Core Viewpoint - The company's quarterly performance fluctuations are primarily influenced by changes in market demand within the consumer electronics industry, the product launch cycles of major clients, and the ramp-up progress of new products [1] Group 1: Business Performance - The company has seen rapid revenue growth in its server cooling products, including core components of thermal modules and TIM materials, which are supplied in bulk to server manufacturers [1] - The company is actively promoting the customer introduction, product certification, and mass production supply of liquid cooling thermal modules [1] Group 2: Production Capacity and Investment - The company is gradually increasing investment in the production capacity of thermal modules at its Yixing production base to meet customer order demands [1] - Current production capacity is sufficient to satisfy customer orders [1] Group 3: Future Strategies - The company plans to expand its business scale by enhancing core product research and development, broadening its customer base, optimizing production processes, and improving capacity utilization [1]