11月17日下午，宁波精达（603088）(603088.SH)通过中国证券网路演中心召开2025年三季度业绩说明 会。公司总经理李永坚、独立董事刘锡琳、财务总监胡立一、董秘蒋良波共同出席，围绕公司业绩表 现、在手订单、子公司运营与合资项目进展等核心话题同投资者在线互动，全面展现公司深耕主业、布 局全球的发展思路与长期稳健增长的坚定信心。 订单再创历史新高，海外市场布局提速 面对市场竞争带来的业绩压力，宁波精达表现出了强劲的增长韧性。截至三季度末，公司在手订单数量 再创新高，2025年前三季度整体订单数同比增长23%，为业绩持续增长注入动力。细分业务中，换热器 产品受益于下游暖通领域、冷冻冷藏、数据中心等领域市场需求扩张，订单量同比大幅增长61.9%，为 公司业绩稳健增长提供保障；压力机则借助下半年新能源电池、储能、电机等行业的回暖东风，在企业 扩产带动资本性投资增加的推动下，实现第三季度高速精密压机订单环比增长，同比由负转增，为业绩 回升增添关键助力。 展望四季度，公司管理层释放积极信号，明确将全力冲刺年度目标。一方面，公司订单维持高速增长， 工厂产期已排至2026年一季度，产能高位运行，为业绩增长筑牢基础 ...

Group 1: Company Goals and Strategies - The company aims to focus on "cost reduction and efficiency enhancement" for 2025, with an emphasis on global market expansion, including establishing a company in Thailand and building an overseas production base [2]. - The new product development is driven by market demand and customer value, utilizing a dual innovation system that involves deep customer engagement from the design phase [2][3]. Group 2: Product Development and Market Trends - The company is actively tracking trends in energy efficiency upgrades in downstream industries such as new energy and data centers, developing forward-looking products accordingly [3]. - A closed-loop system is established for product development, involving dynamic communication with strategic customers to ensure successful commercialization [3]. Group 3: Product Focus and Market Potential - The core products are focused on heat exchangers and automotive air conditioning components, with potential expansion into temperature control systems based on market demand in data centers and new energy vehicles [3]. - The company will continue to monitor customer needs and technological integration trends to conduct system compatibility research [3]. Group 4: Financial Performance and Cost Management - The decline in gross margin is attributed to both customer price reductions and rising raw material costs [3]. - Future strategies to manage gross margin include technological innovation, iterative design processes, and cost control measures such as raw material price locking and smart manufacturing to reduce labor costs [3].