9月16日，高澜股份涨5.03%，截至发稿，报31.33元/股，成交5.10亿元，换手率6.19%，总市值95.63亿 元。 资料显示，广州高澜节能技术股份有限公司位于广东省广州市高新技术产业开发区科学城南云五路3 号，成立日期2001年6月29日，上市日期2016年2月2日，公司主营业务涉及大功率电力电子装置用纯水 冷却设备及控制系统的研发、设计、生产和销售。主营业务收入构成为：大功率电力电子热管理产品 53.54%，高功率密度装置热管理产品32.78%，工程运维服务10.52%，其他3.15%。 从高澜股份十大流通股东角度 数据显示，广发基金旗下1只基金位居高澜股份十大流通股东。广发多因子混合（002943）二季度持有 股数1179.98万股，持股数量与上期相比不变，占流通股的比例为4.35%。根据测算，今日浮盈赚取约 1769.97万元。 广发多因子混合（002943）成立日期2016年12月30日，最新规模126.9亿。今年以来收益30.1%，同类排 名2643/8174；近一年收益78.88%，同类排名1106/7982；成立以来收益422.39%。 广发多因子混合（002943）基金经理为唐晓斌、 ...

Investment Rating - The report maintains an "A" rating for the automotive parts sector, particularly focusing on thermal management equipment [2]. Core Insights - The report emphasizes the successful transformation of Modine Manufacturing from a traditional automotive thermal management company to a comprehensive thermal management solutions provider across multiple sectors, including data centers and electric vehicles [3][22]. - Modine's revenue for the fiscal year 2024 is projected to reach $2.408 billion, with an adjusted EBITDA of $314 million, showcasing significant growth and strategic repositioning [2][22]. - The report highlights the increasing demand for data center cooling solutions, particularly liquid cooling technologies, which are expected to grow at a CAGR of 18% from 2024 to 2027 [61][83]. Summary by Sections 1. Company Overview - Modine Manufacturing, established in 1916, has evolved into a leading provider of thermal management solutions, focusing on high-efficiency heat exchange technologies and liquid cooling systems across various industries [13][22]. - The company has successfully transitioned from automotive-focused operations to include significant investments in data centers and electric vehicles, driven by its 80/20 strategy [22][39]. 2. Strategic Transformation - Modine's strategic transformation is categorized into three phases: initial focus on automotive solutions, diversification into various industries, and the current emphasis on high-return sectors through the 80/20 strategy [33][35]. - The 80/20 strategy has allowed Modine to concentrate resources on high-growth areas, leading to substantial revenue increases, particularly in data center and electric vehicle markets [39][52]. 3. Market Demand and Growth - The report identifies a robust demand for data center cooling solutions, with the market for liquid cooling expected to expand significantly due to increasing energy efficiency requirements and the growing scale of data centers [67][83]. - By 2025, the liquid cooling data center market in China is projected to reach approximately 30 billion yuan, driven by the need for enhanced energy efficiency and the rising power consumption of data center equipment [83][86]. 4. Key Companies to Watch - The report suggests focusing on companies like Silver Wheel Co., Ltd. and Feilong Co., Ltd., which are actively expanding their thermal management solutions in the data center sector [91][92]. - These companies are positioned to leverage the growing demand for advanced cooling technologies, particularly in liquid cooling and immersion cooling systems [91][92].