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飞龙股份:公司热管理集成模块系列产品已广泛应用于汽车领域
Zheng Quan Ri Bao Wang· 2025-11-18 12:39
证券日报网讯飞龙股份(002536)11月18日发布公告,在公司回答调研者提问时表示,公司热管理集成 模块系列产品已广泛应用于汽车领域,后期将基于战略发展规划,逐步拓展至多元民用热管理场景:包 括服务器液冷、数据中心(IDC)液冷、人工智能;充电桩液冷;机器人;5G基站与通信设备;氢能液 冷;风能太阳能储能液冷;电力设备;现代化农业器械、大型机械装备工业液冷;低空经济等众多前沿 领域。 ...
飞龙股份(002536) - 002536飞龙股份投资者关系管理信息20250805
2025-08-05 10:30
Group 1: Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, established in 1952, focusing on thermal management system solutions [1] - The company has two main development phases: prior to 2017 focused on automotive thermal management components, and from 2017 onwards, expanding into non-automotive sectors [1][2] Group 2: Product Development and Market Reach - The company has developed key products such as mechanical water pumps, exhaust manifolds, and electronic pump series, with automotive water pumps and turbocharger housings recognized as national champions [1] - Products are sold nationwide and exported to over 200 domestic and international clients, serving more than 300 factory bases globally [2] Group 3: Financial Expectations and Growth Drivers - For the second half of 2025, the company expects revenue improvement driven by new overseas projects, growth in orders for new energy vehicle integrated modules, and increased sales of liquid cooling products [3] - The company is not considering additional investments in automotive engine thermal management products domestically [3] Group 4: Client Base and Product Value - The electronic pump series has over 130 major clients, including Chery, Li Auto, and VinFast [3] - The value of thermal management integrated modules is significantly higher than traditional single-component products, varying based on product structure [3] Group 5: Liquid Cooling Sector Developments - A new subsidiary, Anhui Hangyi Technology Co., Ltd., has been established to focus on liquid cooling pumps for data centers and charging stations [4][5] - The company is actively expanding its overseas market for server liquid cooling products, particularly through clients in Taiwan [5] Group 6: Profitability and Competitive Advantages - The company implements a dual-line penetration strategy in automotive and industrial sectors to enhance profitability [5] - Key competitive advantages in the liquid cooling sector include nearly 10 years of experience, a client base of over 80 companies, and diverse application scenarios across various industries [5]