专利到期仍然收购丹麦亏损公司Asetek遭问询 春秋电子回复

Group 1 - The core patent of Asetek, which is used for computer cooling systems, will expire in May 2025, raising concerns about its impact on the company's ongoing viability [1] - The company acknowledges the patent's expiration but emphasizes that it does not undermine its market position, citing over 20 years of technological accumulation and high product reliability as key advantages [1] - Asetek maintains a dominant position in the high-end market due to low failure rates and high performance, despite the presence of similar designs in the market [1] Group 2 - Spring Autumn Electronics argues that Asetek's current losses are primarily due to short-term factors, with strong profitability in its core liquid cooling business [2] - The losses are attributed to two major clients temporarily adopting a dual-supplier strategy, leading to reduced orders, and the impact of U.S. tariffs on the racing simulator business [2] - The company anticipates significant improvement in performance with a new minimum purchase contract worth $37.8 million starting in October 2025, which is expected to restore liquid cooling business revenue to over $65 million [2]