内容概况：我国智能制造升级与新兴产业需求的释放，如新能源、半导体、数据中心等领域对高精度温 控设备的需求激增，2024年，中国工业温控设备行业市场规模约为800亿元，同比增长12.83%。随着制 造业自动化水平的提升和节能环保要求的趋严，工业温控设备行业在系统集成度、能效比、智能化控制 等方面持续优化。部分企业在变频节能技术、远程监控平台等方面取得了显著进展，提升了产品的竞争 力和市场适应性。例如，液冷技术因其高效率和低能耗的特点，正在逐渐成为数据中心等高能耗领域的 首选解决方案。 相关上市企业：英维克（002837）、申菱环境（301018）、奥特佳（002239）、同飞股份（300990）、 高澜股份（300499） 相关企业：紫金矿业集团股份有限公司、中国铝业股份有限公司、金发科技股份有限公司、山东道恩高 分子材料股份有限公司、巨化股份有限公司、联创电子股份有限公司、金风科技股份有限公司、明阳智 慧能源集团股份公司、兰州兰石重型装备股份有限公司、宁德时代新能源科技股份有限公司、比亚迪股 份有限公司、阿里巴巴集团控股有限公司、中芯国际集成电路制造有限公司、华为技术有限公司 关键词：工业温控设备、工业温控设 ...

Core Insights - The company reported a significant increase in revenue and profit for the first half of 2025, with total revenue reaching 1.264 billion yuan, a year-on-year increase of 58.04%, and net profit of 125 million yuan, up 466.71% [1] - The company's gross margin improved to 23.65%, reflecting a year-on-year increase of 13.27%, while the net margin rose to 9.88%, a substantial increase of 258.58% [1] - The company has seen a notable rise in accounts receivable, which reached 816 million yuan, a 22.94% increase compared to the previous year [1][2] Financial Performance - Total revenue for the first half of 2025 was 1.264 billion yuan, compared to 799 million yuan in the same period of 2024, marking a 58.04% increase [1] - Net profit for the same period was 125 million yuan, up from 2.20386 million yuan in 2024, representing a 466.71% increase [1] - The company's gross margin was reported at 23.65%, up from 20.88% in 2024, while the net margin increased from 2.76% to 9.88% [1] Business Segments - The company's revenue from power electronics temperature control products reached 819 million yuan, a year-on-year increase of 77.48%, with a gross margin of 20.01% [5] - Revenue from CNC equipment temperature control products was 389 million yuan, up 24.54%, with a gross margin of 28.75% [5] - The company reported a significant increase in overseas revenue, which reached 79.12 million yuan, a growth of 111.94% year-on-year, attributed to enhanced efforts in expanding international customer base [6] Research and Development - The company has increased its R&D investment, with R&D expenses for the first half of 2025 amounting to 53.24 million yuan, a 15.99% increase year-on-year, representing 4.21% of total revenue [9] - The company employs 315 R&D personnel, accounting for 14.02% of the total workforce, indicating a strong focus on innovation and product development [9] Market Position and Strategy - The company's products are utilized in various sectors, including CNC equipment, power electronics, energy storage, semiconductors, data centers, hydrogen energy, new energy vehicles, and medical devices [4] - The company is expanding its market influence and brand recognition, particularly in the energy storage sector, where it has matched relevant cooling products to enhance market penetration [6][7] - The company is also focusing on data center solutions, offering a full range of liquid cooling products that are becoming increasingly important for energy efficiency [8]