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众捷汽车:公司已成为Boyd北美和欧洲数据中心液冷零部件供应商
Zheng Quan Ri Bao· 2026-01-06 11:43
证券日报网讯 1月6日,众捷汽车在互动平台回答投资者提问时表示,公司依托在精密加工领域的核心 能力,已成功拓展与全球热管理解决方案领导者Boyd宝德集团的合作,成为其精密加工零部件供应 商,给Boyd北美和欧洲正在供应数据中心液冷的相关产品。关于客户数据中心液冷产品最终用户因涉 及保密,不便透露。 (文章来源:证券日报) ...
【私募调研记录】博普科技调研三花智控
Zheng Quan Zhi Xing· 2025-09-01 00:08
Group 1 - The core viewpoint of the news is that Bopu Technology conducted a survey on a listed company, Sanhua Intelligent Control, revealing significant growth in revenue and net profit for the first half of 2025 [1] - Sanhua Intelligent Control achieved operating revenue of 16.263 billion yuan, an increase of 18.91% year-on-year, and a net profit of 2.110 billion yuan, up 39.31% year-on-year [1] - The revenue from the refrigeration and air conditioning components business reached 10.389 billion yuan, growing by 25.49% year-on-year, driven by rising global temperature control demand and the expansion of heat pump technology into data centers and energy storage [1] - The automotive components business generated revenue of 5.874 billion yuan, an increase of 8.83% year-on-year, with a customer base that includes major automakers such as Mercedes-Benz, BYD, Tesla, and Toyota [1] - The company is advancing its data center liquid cooling business by leveraging existing thermal management technology for component reuse [1] - A robotics division has been established, focusing on electromechanical actuators and promoting mass production [1] - The growth in net profit is primarily attributed to the "elite troops" initiative, which enhances operational quality [1] - The company is addressing tariff policies through overseas production base layouts and has reached cost-sharing agreements with clients to ensure supply chain stability [1]