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博杰股份(002975) - 002975博杰股份投资者关系管理信息20251015
2025-10-15 00:18
Group 1: Business Overview - The company is actively expanding its liquid cooling solutions in response to market demand, targeting high-power products for clients [2] - Liquid cooling components are a future development direction for the company, with ongoing advancements in self-developed liquid cooling modules [2] - The company collaborates with the industry chain and universities for material research and development to enhance product delivery [2] Group 2: Market Position and Client Engagement - The company leverages its strong client relationships in the testing field to identify and address customer needs effectively [3] - The server testing sector contributes approximately 25% to the company's overall revenue [3] Group 3: Order Forecast and Business Segments - Orders for AI server testing equipment are expected to be optimistic due to demand from key clients [3] - The automotive electronics segment is experiencing rapid order growth, with existing orders already in the delivery phase [3] - The MLCC industry has seen a resurgence since last year, leading to a significant increase in equipment orders [3] - The semiconductor sector is also witnessing growth in revenue, although its overall contribution remains small [3]