Core Viewpoint - The company, Yimikang, is expected to achieve a net profit of 25 million to 37 million yuan for the fiscal year 2025, marking a turnaround from losses in the previous year, primarily driven by significant growth in its precision cooling product business [1] Group 1: Financial Performance - The projected net profit for 2025 is between 25 million and 37 million yuan, with a non-GAAP net profit expected to be between 24 million and 36 million yuan, indicating a return to profitability year-on-year [1] - The main reason for the performance improvement is the substantial increase in revenue from precision cooling products [1] Group 2: Business Strategy - The company is focusing on the information data sector, integrating smart engineering, software platforms, and intelligent operations to enhance its precision cooling capabilities [1] - Yimikang has adopted a strategy of targeting major clients, aligning with the growing demand for precision cooling products in the domestic market, leading to a continuous increase in orders [1] - The company is also expanding its overseas orders significantly, contributing to the growth of its precision cooling product line [1] Group 3: Market Development - In 2025, the company will extend its smart engineering business to the construction of intelligent computing centers, supporting high-performance computing needs in various sectors, including AI model training and energy simulations [2] - The company has established a dual-market strategy, expanding its domestic client base with major companies like Alibaba and ByteDance, while also entering international markets in Southeast Asia and the Middle East [2] Group 4: Investment and Growth - In Q4 2025, a strategic investment from Chuanfa Securities Fund has been made, optimizing the company's equity structure and strengthening its foundation in the computing power sector [2] - Yimikang plans to raise funds through a private placement to enhance its research and development capabilities for cooling products, aiming to meet the fast-evolving demands of AI chips and GPU interconnections [2]

依米康科技集团股份有限公司投资者关系活动记录表 编号：20251125 | 投资者关系活动 | √特定对象调研 □ 分析师会议 | | --- | --- | | 类别 | 媒体采访 业绩说明会 □ □ | | | 新闻发布会 路演活动 □ □ | | | 现场参观 □ | | | □ 其他 （请文字说明其他活动内容） | | 参与单位名称及 | 华鑫证券 何鹏程 | | 人员姓名 | 华鑫证券 石俊烨 | | | 华鑫证券 张璐 | | 时间 | 年 月 日 （周二） 下午 2025 11 25 15:30~16:30 | | 地点 | 公司会议室 | | 上市公司接待人 | 董事会秘书 叶静 | | 员姓名 | 产品市场副总裁 严瀚 | | | 证券事务代表 吴慧敏 | | | 1、公司 2025 年业绩扭亏为盈，经营策略和目标是什么？ | | | 答：公司紧随行业增长期，坚持聚焦信息数据领域。公司看 | | | 到 浪潮下带来的算力基础设施增长的需求，由此确立了聚焦 AI | | | 信息数据领域的战略规划，于 年完成对其他非相关多元化 2023 | | | 产业的剥离，集中资源深耕信息数据领域。202 ...