数字能源液冷产品
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银轮股份:公司目前以汽车热管理为基本盘
Zheng Quan Ri Bao Zhi Sheng· 2025-12-10 12:40
Core Viewpoint - The company is focusing on automotive thermal management as its core business while expanding into digital energy liquid cooling and intelligent robotic components, indicating a diversified growth strategy [1] Business Structure - The current business structure is primarily based on automotive thermal management, which is experiencing steady growth [1] - The digital energy liquid cooling segment is rapidly developing, showcasing the company's commitment to innovation [1] - The intelligent robotic components segment is in its early stages of development, suggesting potential for future growth [1] Production Capacity - The company is steadily advancing its overseas production capacity, which is expected to enhance revenue and profit contributions from international markets as capacity is gradually released [1]
银轮股份:公司汽车热管理业务保持稳健增长,数字能源液冷业务正快速发展,具身智能机器人处于发展初期
Mei Ri Jing Ji Xin Wen· 2025-12-10 11:25
Core Viewpoint - The company is focusing on three high-growth sectors: automotive thermal management, digital energy liquid cooling, and embodied intelligent robotics, with an emphasis on the capacity release schedule for 2025 and the potential increase in revenue contribution from these emerging businesses [2] Group 1: Business Structure and Growth - The company's current business structure is primarily based on automotive thermal management, supplemented by digital energy liquid cooling and components for embodied intelligent robotics [2] - The automotive thermal management business is experiencing steady growth, while the digital energy liquid cooling segment is developing rapidly [2] - The embodied intelligent robotics sector is still in its early development stage [2] Group 2: Capacity and Revenue - The company is steadily advancing its overseas capacity construction, which is expected to enhance overseas revenue and profit contributions as capacity is gradually released [2]