格隆汇2月24日丨海鸥股份(603269.SH)在投资者互动平台表示，公司主要从事各类冷却塔的研发、设 计、制造及安装业务，并依托自身产品和技术优势提供工业及民用冷却塔相关的技术服务。公司在冷却 塔领域已形成了涵盖研究研发、制造、营销、售后服务的完整业务体系，具有了一定的生产规模和广泛 的客户基础，拥有了较高的品牌知名度、较好的市场声誉和较强的市场影响力。为应对数据中心和核电 领域产品应用，公司积极研发创新，开发出多种相关新产品，部分产品已经取得了一系列认证。 ...

Group 1: Company Performance - In the first half of 2025, the new order amount for the company's water pump sales remained stable compared to the same period last year [1] - The liquid cooling business achieved sales of approximately 66 million yuan in the first half of 2025, with a projected total sales of about 190 million yuan for 2024 [2] - The gross margin for water pump sales slightly decreased due to market competition, while the gross margin for complete equipment increased due to improved performance of a subsidiary [4] Group 2: Product Development and Market Strategy - The company is focusing on expanding its liquid cooling product line and enhancing product quality in response to market demands [2] - The company is increasing R&D efforts in specialized pump products for nuclear power applications, although these orders currently represent a small portion of total revenue [3] - Two intelligent manufacturing project bases are 70%-80% complete and are expected to be operational by the end of 2025 [5] Group 3: Overseas Market Expansion - The overseas market has shown significant growth, with a subsidiary achieving revenue of approximately 170 million yuan and a profit of about 34 million yuan in the first half of 2025 [7] - The company exports products to around 90 countries and regions, leveraging high cost-performance advantages [7] - The company is optimizing its overseas sales network and has established offices in the Middle East and Vietnam to enhance local operations [8]