证券代码：301397 证券简称：溯联股份 重庆溯联塑胶股份有限公司投资者关系活动记录表 编号：2025-006 | | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | 投资者关系 | □新闻发布会 □路演活动 | | 活动类别 | □现场参观 ☑其他（重庆辖区上市公司 2025 年投资者 | | | 网上集体接待日暨半年度业绩说明会活动） | | 参与单位名称 | 参与"重庆辖区上市公司 2025 年投资者网上集体接待日暨半年度业 | | 及人员姓名 | 绩说明会活动"的投资者 | | 时间 2025 | 年 9 月 25 日（星期四） 15:00-17:00 | | 地点 | "全景路演"网站（https://rs.p5w.net） | | 上市公司接待 | 董事、董事会秘书 韩啸先生； | | 人员姓名 | 财务负责人 廖强先生； | | | 证券事务代表 易均平先生。 | | | 公司就投资者在本次网上集体接待日暨半年度业绩说明会活动 | | | 提出的问题进行了回复： | | | 问题 1：公司在液冷业务上面布局以及目前发展进展情况？ | | ...

Core Viewpoint - Despite a competitive landscape in 2025, Feilong Co., Ltd. (002536.SZ) achieved net profit growth in the first half of the year, leveraging its advantages in liquid cooling technology and expanding into high-growth markets [1][2]. Financial Performance - In the first half of 2025, the company reported revenue of 2.162 billion yuan, a year-on-year decrease of 8.67%, while net profit reached 210 million yuan, an increase of 14.49%, and non-recurring net profit was 218 million yuan, up 24.65% [2]. - The company had previously experienced fluctuations in performance, with a peak revenue of 2.821 billion yuan and net profit of 245 million yuan in 2018, followed by a significant drop in 2019 [2]. Market Expansion - Feilong Co. is actively expanding its overseas market presence, with over 200 major domestic and international clients, and foreign sales accounting for 58.3% of total revenue in the first half of 2025 [1][4]. - The company has established a strong brand reputation and customer base in both domestic and international markets, with significant sales to major automotive manufacturers [4]. Product Development - The company is focusing on high-growth areas such as commercial liquid cooling, charging stations, energy storage, power equipment, and humanoid robots, while maintaining its core business in automotive thermal management components [1][2]. - Feilong Co. has secured a significant overseas contract for electronic oil pumps, expected to generate approximately 160 million yuan in revenue over the product's lifecycle [5]. Production Capacity - The company has recently completed the construction of its overseas production base, which is expected to significantly enhance its production capacity for various components, including turbocharger housings and mechanical water pumps [6].