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商用车电池热控制系统
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奥特佳:储能热管理产品今年以来销售回暖,增量主要集中在商用车电池热控制系统和储能电池热管理系统领域
Mei Ri Jing Ji Xin Wen· 2025-10-21 01:20
Core Insights - The company has reported that its main customers for charging pile-related thermal management equipment are charging service providers and electric vehicle charging equipment operators [2] - The sales of the company's thermal management products have shown recovery this year, with growth primarily concentrated in commercial vehicle battery thermal control systems and energy storage battery thermal management systems [2] - The business related to water-cooled systems for ultra-fast charging stations has experienced minimal changes [2] Customer Structure - The current customer structure for the company's thermal management equipment is focused on charging service institutions and electric vehicle charging operators [2] - The company has not specified any stable partnerships with leading charging operators or automakers [2] Revenue Contribution - The company has indicated that the delivery volume and revenue contribution since 2025 have not been detailed, but there is an expectation of significant growth in the relevant sectors [2]