JTGROUP(SH:601609) Ge Long Hui·2025-12-24 07:36Core Viewpoint - The company is actively monitoring developments in the aluminum tube air conditioning sector and has successfully met customer demands with its internal threaded aluminum tube products, which are now in small-scale supply [1] Group 1: Product Development - The company is accelerating the construction of new production lines for household air conditioning aluminum tubes based on downstream customer demand [1] - The performance of household air conditioning internal threaded aluminum tubes is superior to traditional aluminum tubes, making them a better alternative to internal threaded copper tubes [1] Group 2: Market Potential - The product has a higher gross margin and significant market potential [1] - The company has a solid customer base and technical reserves in the aluminum materials business [1] Group 3: Industry Trends - The company is continuously monitoring and following the market demand in the "aluminum replacing copper" sector [1] - Current aluminum products, such as electromagnetic aluminum flat wires and aluminum automotive 3D bent tubes, are in the certification and mass production supply stages [1]