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高澜股份:目前喷淋式液冷处于技术探索与小范围试点阶段,市场应用规模较小,冷板式仍是市场主流应用方案
Mei Ri Jing Ji Xin Wen· 2025-12-30 09:24
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问贵司是否有"喷淋式"液冷技术储备?"喷淋式"液冷 技术在市场上热度如何?如果按热度排序,冷板式、浸没式、集装箱式、微通道式和喷淋式的排序是? 冷板式更受欢迎? 高澜股份(300499.SZ)12月30日在投资者互动平台表示,目前喷淋式液冷处于技术探索与小范围试点 阶段,市场应用规模较小,冷板式仍是市场主流应用方案。未来公司将持续密切跟踪各类液冷技术的发 展趋势,不断探索并迭代更先进的热管理技术。 ...
ST易事特(300376) - 2025年7月8日投资者活动调研记录
2025-07-08 10:16
Group 1: Company Overview and Changes - The company transitioned to a structure without a controlling shareholder after the largest shareholder transferred 18% of shares to a state-owned entity in 2020 [1][2] - The introduction of state-owned capital has provided financial, business, and governance support, enhancing project bidding competitiveness and focusing on core business areas [2] Group 2: Financial Performance - In 2024, the company achieved a revenue of CNY 3.044 billion, with a gross margin increase of 5.3 percentage points to 34.61% [3] - The company’s cumulative installed capacity for energy storage exceeded 6.5 GWh, participating in national projects [3][4] Group 3: Technological Advancements - The company invested CNY 241 million in R&D, representing 7.92% of total revenue, focusing on next-generation energy storage converters with a maximum conversion efficiency of 99% [3][4] - AI integration has enhanced operational efficiency, with AI algorithms improving battery lifecycle predictions and charging efficiency [5][6] Group 4: Market Position and Product Development - The company has established a strong market position in high-end power supply needs across finance, communication, and transportation sectors [3] - Liquid cooling technology for data centers has evolved from an optional solution to a mainstream configuration, with penetration rates rising from 15% in 2022 to nearly 50% by 2025 [7] Group 5: Risk Management and Compliance - The company plans to apply for the removal of risk warnings after completing financial corrections and meeting regulatory requirements by December 31, 2025 [8][9] - The company is committed to maintaining operational stability and investor confidence despite recent challenges [9][10]