Core Viewpoint - The company has received inquiries regarding its 15 billion yuan orders in the automotive thermal management sector, indicating investor skepticism about the order's validity and execution timeline [2] Group 1: Company Performance - The company stated that the 15 billion yuan figure represents the projected customer demand for its new energy vehicle thermal management business over the entire product lifecycle [2] - Actual procurement amounts are influenced by fluctuations in the sales volume of the original equipment manufacturers (OEMs) [2] Group 2: Order Execution Uncertainty - The execution timeline of the orders is subject to uncertainty, as it may be adjusted based on whether the sales volume of the vehicle models meets or exceeds expectations [2]
盾安环境:公司在汽车热管理业务领域取得的150亿量纲是新能源汽车热管理业务全生命周期内的客户预测需求