Core Insights - The article highlights the emerging role of graphene in the automotive industry, particularly in seat heating systems, as a key component for energy management in electric vehicles [1][3][8] - Graphene's advantages over traditional heating methods include higher energy efficiency and better temperature control, making it a viable solution for reducing overall vehicle energy consumption during winter [3][8] Industry Developments - The 2025 China International Graphene Innovation Conference showcased the transition of graphene from laboratory research to industrial application, emphasizing its potential in the automotive sector [1][4] - The company Yuhang Paimeng has established itself as a leader in the graphene heating segment, having completed several years of technological groundwork and aiming to set industry standards [1][5] Technological Advancements - Yuhang Paimeng's graphene heating system boasts an electric heat conversion rate exceeding 95%, with rapid and uniform heating capabilities, addressing issues of localized overheating [3][8] - The company has achieved "automotive-grade" certification for its production processes, which is crucial for entering the automotive market and ensuring reliability and safety [2][5] Market Positioning - The automotive sector is identified as a key area for graphene applications due to its requirements for high reliability and scalability, with seat heating systems being a manageable entry point for mass production [4][7] - Yuhang Paimeng is actively working on establishing group standards for graphene heating systems, aiming to unify technical specifications and enhance consumer trust [5][6] Challenges and Opportunities - Despite the advantages of graphene heating, challenges such as cost pressures, long verification cycles, and complex supply chain coordination remain significant hurdles for widespread adoption [8][9] - The successful implementation of graphene in automotive heating systems could pave the way for its application in other areas, such as battery thermal management and electronic component cooling [7][9]

格隆汇11月17日丨松芝股份(002454.SZ)在互动平台表示，公司已获得小鹏汇天汽车的空调压缩机部品 定点，暂不涉及机器人等其他热管理细分领域。 ...

苏州举办的热管理材料相关展览会。展会主要聚焦于热管理材料、设备及技术解决方案，服务于新能源、汽车、电子等多个行业。 CIME 2026苏州国际热管理材料技术博览会 实用信息 时间：2026年9月16日 - 18日 地点：苏州国际博览中心 规模：展览面积15,000平方米，预计300+参展商，30,000人次专业观众 重点领域：为新能源电池、汽车应用、5G通信等行业提供轻量化热管理材料解决方案 覆盖范围：导热/散热材料全产业链，重点邀约新能源、汽车制造、半导体等领域观众 内容：展会涵盖导热、散热、隔热、储热等领域，包括热管理材料、液冷产业、仪器设备等，预计吸引近20,000名专业观众 苏州国际博览中心是上述多个展会的主要举办地，地址为江苏省苏州市苏州工业园区月廊街新光天地西侧约150米。 如需了解更详细的参展或参观信息，建议直接访问展会官方网站或联系主办方。 2026苏州国际数 散热新纪 组织机构|Organizer 协办单位| 深圳励悦展览有限公司 Shenzhen Liyue Exhibition Co., Ltd. 博寒展览(上海)有限公司 Bohan Exhibition (Shanghai) Co., ...

证券日报网讯飞龙股份（002536）11月14日发布公告，在公司回答调研者提问时表示，公司温控阀系列 产品不仅可以应用在汽车领域，还可以应用在服务器液冷、充电桩液冷；风能太阳能储能液冷；电力设 备；大型机械装备工业液冷等众多前沿领域。公司持续深化热管理领域产业链与价值链，构筑深厚的技 术护城河，实现从专业到卓越、从点到线的跨越式发展。 ...

Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, established in 1952, focusing on thermal management system solutions [2][3] - The company has two main development phases: prior to 2017 focused on automotive thermal management components, and from 2017 onwards, expanding into civilian markets [3] Product Development - Key products include mechanical water pumps, exhaust manifolds, turbocharger housings, electronic pumps, temperature control valves, and thermal management integrated modules [2][3] - The company has established national-level technology centers and four R&D centers in Shanghai, Wuhu, Neixiang, and Xixia, focusing on new energy thermal management components [3] Market Expansion - The company serves over 200 domestic and international clients, with products exported to the Americas, Europe, and Southeast Asia [3] - The company is expanding into civilian applications, including server liquid cooling, charging pile liquid cooling, and energy storage systems [5][7] Investment and Growth Strategy - The company is not planning additional investments in domestic automotive engine thermal management products but is focusing on integrating thermal management technology with new energy vehicles and other advanced fields [4][5] - The company has a clear growth strategy, including solidifying automotive thermal management business, expanding overseas through the Longtai Company in Thailand, and exploring new applications in high-tech fields [12] Financial Performance - The company has returned over 1 billion yuan to shareholders since its listing, demonstrating strong profitability and commitment to shareholder returns [12] Future Outlook - The company is positioned to benefit from the growing demand for liquid cooling solutions in AI data centers, with a focus on energy efficiency and product innovation [8][9] - The Longtai Company is set to enhance overseas production capacity, targeting Southeast Asia and other international markets [9][10]

Core Insights - The iTherM 2025 conference will focus on the development of thermal management technologies in various industries, including electronics, new materials, and green energy, aiming to explore the latest trends and innovations in the thermal management sector [2][3]. Event Details - The conference is scheduled for December 3-5, 2025, at the Shenzhen International Convention and Exhibition Center, China [3][59]. - The theme of the conference is "Fusion · Innovation | Delivering a Little More" [3]. Key Presentations - **Liquid Metal Chip Cooling Technology**: Researcher Deng Zhongshan will discuss advancements in liquid metal thermal management technologies for chip cooling applications, including liquid metal thermal interface materials and their prospects in 5G and consumer electronics [3][6]. - **High-Performance Thermal Management Materials**: Researcher Yu Hengda from Henkel will present innovative solutions for high thermal conductivity materials, addressing challenges in assembly efficiency and reliability [4]. - **Multi-Functional Thermal Interface Materials**: Researcher Zhu Guimei will report on the latest developments in thermal interface materials using liquid metals [5][6]. - **Electronic Packaging Thermal Management Composites**: Researcher Lin Zhengde will focus on solutions for thermal transport systems in electronic packaging, overcoming challenges in material arrangement and interface heat transfer [7][8]. - **Series of Thermal Interface Materials for Various Scenarios**: Researcher Liu Bin will discuss the development of thermal interface materials tailored for AI chips, robotics, and flexible devices [9][10]. Research Focus Areas - **Micro-Nano Thermal Conductivity Mechanisms**: Researcher Zhang Xudong will explore the thermal conductivity mechanisms and applications of liquid metal thermal interface materials [11]. - **Self-Healing Flexible Thermal Interface Materials**: Researcher Xu Cui will present a new type of thermal interface material that can self-repair and maintain long-term reliability [13][14]. - **Thermal Resistance and Bonding Studies**: Researcher Zeng Xiaoliang will discuss the relationship between bonding strength and thermal resistance in thermal interface materials [15][16]. - **High-Performance Metal Thermal Interface Materials**: Researcher Pan Lin will focus on advancements in metal thermal interface materials and their applications in high-performance computing [21][22]. Industry Challenges - The conference will address challenges in thermal management materials for ICT products, particularly in high reliability and performance requirements due to increasing device integration [23][24]. - Researcher Yang Jie will discuss the enhancement of interfacial heat transfer in polymer-based composite materials [25][26]. Conclusion - The iTherM 2025 conference aims to create a professional communication platform for the thermal management industry, facilitating discussions on new technologies, materials, and trends [2][3].

Core Points - The article discusses the upcoming iTherM 2025 Thermal Management Industry Conference and Expo, focusing on advancements in thermal management across various industries such as electronics, new materials, and renewable energy [2][4][39]. - The conference will take place from December 3 to 5, 2025, at the Shenzhen International Convention and Exhibition Center, emphasizing the integration and innovation in thermal management technologies [4][40]. Event Details - The conference is organized by DT New Materials and iTherM, with support from local government and various academic institutions [4][5]. - The event will feature multiple sessions covering topics like thermal interface materials, liquid cooling technologies, and thermal management in data centers and electric vehicles [6][39]. Key Themes - The conference will address six major application themes: data centers, new energy vehicles, humanoid robots, consumer electronics, eVTOL/unmanned aerial vehicles, and energy storage [39]. - Key topics include thermal science, thermal management materials, heat pipes, insulation materials, microjet cooling, and chiplet/3D IC thermal management [39]. Notable Speakers and Sessions - The event will host prominent experts from various universities and industries, discussing cutting-edge research and applications in thermal management [5][10][19]. - Specific sessions will focus on advancements in thermal management technologies, including high-performance thermal interface materials and innovative cooling solutions for high-density chips [10][19][30].

Core Viewpoint - The company emphasizes technological innovation as its core focus, particularly in the field of thermal management materials optimization and process upgrades [2] Group 1 - The company is continuously exploring the adaptability of various high-performance materials and advanced manufacturing technologies in its products [2]

Investment Rating - The investment rating for the company is "Outperform the Market" [5][21]. Core Views - The company achieved a revenue of 20.93 billion yuan in the first three quarters of 2025, representing a year-on-year increase of 8.2%, while the net profit attributable to shareholders decreased by 12.0% to 1.97 billion yuan [1][8]. - In Q3 2025, the company reported a revenue of 7.99 billion yuan, up 12.1% year-on-year and 11.5% quarter-on-quarter, but the net profit fell by 13.7% year-on-year to 670 million yuan [1][8]. - The company is expected to see a rebound in performance in Q4 and next year, driven by increasing sales from key clients and growth in various business segments such as thermal management and automotive electronics [2][12]. Summary by Sections Financial Performance - For Q3 2025, the company’s gross margin was 18.6%, down 2.3 percentage points year-on-year, attributed to changes in product structure and narrowing scale effects [2][12]. - The company’s R&D expenses increased due to ongoing investments in new products related to robotics and automotive electronics [2][12]. Business Outlook - The company is entering the liquid cooling market, having secured initial orders worth 1.5 billion yuan, leveraging its thermal management capabilities [2][20]. - The company is deepening collaborations with major automotive clients, which is expected to provide stable growth momentum [3][21]. Profit Forecast - The net profit forecasts for 2025, 2026, and 2027 are adjusted to 3.17 billion, 3.67 billion, and 4.65 billion yuan respectively, with corresponding EPS of 1.82, 2.11, and 2.67 yuan [3][21].

Core Insights - The article promotes a knowledge package related to thermal management technologies, particularly focusing on liquid cooling, thermal interface materials (TIM), AI cooling, and thermal design trends for 2025 [2][3]. Summary by Sections Gift Package Content - The knowledge package includes 18 technical documents on thermal design from various manufacturers, covering cutting-edge research and practical engineering applications [4]. - It features a collection of international reports and core technical documents from leading companies, providing a comprehensive overview of the thermal management industry [3][5]. Highlights of the Materials - The materials serve as both research references and insights into global thermal management technology trends [5]. - Key documents include high-power chip packaging, cooling structure optimization, and system-level thermal simulation cases [6]. Participation Details - The event runs from November 6 to November 11, coinciding with the shopping festival, encouraging participants to enhance their knowledge while shopping [8]. - Participants can receive the knowledge package by sharing the article on social media and sending a screenshot to the organizers [11]. Upcoming Events - The 6th Thermal Management Industry Conference and Exposition will take place from December 3 to December 5, 2025, in Shenzhen, featuring various specialized forums on thermal management [13][19].