银轮股份：公司汽车热管理业务保持稳健增长，数字能源液冷业务正快速发展，具身智能机器人处于发展初期

Core Viewpoint - The company is focusing on three high-growth sectors: automotive thermal management, digital energy liquid cooling, and embodied intelligent robotics, with an emphasis on the capacity release schedule for 2025 and the potential increase in revenue contribution from these emerging businesses [2] Group 1: Business Structure and Growth - The company's current business structure is primarily based on automotive thermal management, supplemented by digital energy liquid cooling and components for embodied intelligent robotics [2] - The automotive thermal management business is experiencing steady growth, while the digital energy liquid cooling segment is developing rapidly [2] - The embodied intelligent robotics sector is still in its early development stage [2] Group 2: Capacity and Revenue - The company is steadily advancing its overseas capacity construction, which is expected to enhance overseas revenue and profit contributions as capacity is gradually released [2]