经济观察网 高澜股份近期在业绩、技术布局及市场表现方面有多项动态。 业绩经营情况 2026年2月11日，公司在投资者互动平台表示，聚焦液冷技术产业化应用，已构建覆盖冷板式、浸没式 等多种技术路线，具体在研项目以定期报告为准。 股票近期走势 2026年2月12日，公司股价上涨6.92%，收盘报30.75元，主力资金净流入2.28亿元，换手率较高；2月13 日股价继续上涨5.04%，收盘报32.30元，国融融盛龙头严选混合A基金重仓持有该股。 公司状况 2025年12月2日，公司召开2025年第一次临时股东会，审议通过续聘立信会计师事务所为2025年度审计 机构等议案，会议程序合规。 以上内容基于公开资料整理，不构成投资建议。 2026年1月27日，公司发布业绩预告，预计2025年归属于上市公司股东的净利润为2350万元至3050万 元，同比实现扭亏为盈，主要受益于电力行业景气度提升、水冷产品交付量增长以及联营企业投资收益 增加。 子公司发展 2026年2月6日，公司公告为全资子公司及控股子公司提供合计6020万元担保，担保总额在公司批准额度 内，截至公告日无逾期担保情况。 业务与技术发展 ...

Core Viewpoint - The company expects to achieve a net profit attributable to shareholders of 23.5 million to 30.5 million yuan in 2025, marking a turnaround from losses, with a net profit excluding non-recurring gains and losses projected at 47 million to 60 million yuan, also indicating a return to profitability [1] Group 1: Revenue and Profitability - Revenue growth and improved gross margin are attributed to the overall positive outlook in the power industry, with steady increases in the delivery of water-cooled products driven by ongoing high-voltage direct current transmission projects [1] - The company has effectively seized market opportunities by enhancing operational efficiency and optimizing production scheduling, leading to significant revenue growth and improved gross margins for high-power power electronic thermal management products, positively impacting current period revenue and net profit [1] Group 2: Investment Income - Investment income has increased compared to the same period last year, primarily due to the performance growth of the associated enterprise Dongguan Silicon Xiang, which has correspondingly boosted the company's investment income [1] Group 3: Tax Expenses - The company recognized a deferred income tax expense of approximately 36 million yuan due to a change in the holding intention of its long-term equity investment in Dongguan Silicon Xiang from long-term holding to planned sale, resulting in increased income tax expenses for the current period, which in turn reduced net profit [1]

Company Performance - The company, 高澜股份, expects a net profit attributable to shareholders of 23.5 million to 30.5 million yuan for 2025, marking a turnaround from losses in the previous year [1] - The main reasons for the performance change include revenue growth and an increase in gross margin [1] Industry Context - The overall outlook for the power industry is positive, with ongoing construction of high-voltage direct current transmission projects driving steady increases in the delivery of related water-cooled products [1] - The company has effectively seized market opportunities by enhancing operational efficiency and optimizing production scheduling, leading to significant revenue growth and improved gross margins for high-power power electronic thermal management products [1] Investment Gains - Investment income has increased compared to the same period last year, primarily due to the performance growth of the joint venture Dongguan Silicon Xiang, which has positively impacted the company's investment returns [1]

Core Viewpoint - The company, Highlan Co., Ltd. (300499), expects a significant turnaround in its financial performance, projecting a net profit of 23.5 million to 30.5 million yuan for the year 2025, compared to a loss of 50.32 million yuan in the same period last year [1] Group 1: Financial Performance - The company's revenue growth and improved gross margin are key factors driving the positive change in net profit [1] - The overall favorable conditions in the power industry and the ongoing construction of high-voltage direct current transmission projects have led to a steady increase in the delivery of related water-cooled products [1] - The company has effectively seized market opportunities by enhancing operational efficiency and optimizing production scheduling, resulting in a significant increase in revenue from high-power power electronic thermal management products and an improvement in gross margin [1] Group 2: Investment Gains - The company has also seen an increase in investment income compared to the same period last year, primarily due to the performance growth of its joint venture, Dongguan Silicon Xiang, which has positively impacted the company's investment returns [1]

Group 1 - The company, Gaolan Co., Ltd. (300499.SZ), announced an expected net profit attributable to shareholders of 23.5 million to 30.5 million yuan for 2025, a significant recovery from a loss of 50.32 million yuan in the same period last year [2] - The performance improvement is primarily driven by the favorable conditions in the power industry, which have led to an increase in the delivery volume of water-cooled products, as well as growth in revenue and gross margin from high-power power electronics thermal management products [2] - Additionally, the increase in investment income from the joint venture Dongguan Silicon Xiang has contributed to the overall performance improvement [2]

Core Viewpoint - The company expects a net profit of 23.5 million to 30.5 million yuan for the year 2025, a significant recovery from a loss of 50.32 million yuan in the same period last year [1] Group 1: Revenue and Profitability - The increase in operating income and improvement in gross margin are the main reasons for the performance change during the reporting period [1] - The overall positive outlook in the power industry and the ongoing construction of high-voltage direct current transmission projects have led to a steady increase in the delivery volume of related water-cooled products [1] - The company has effectively seized market opportunities by enhancing operational efficiency and optimizing production scheduling, resulting in a significant increase in revenue from high-power power electronic thermal management products and an improvement in gross margin [1] Group 2: Investment Income - Investment income has increased compared to the same period last year, primarily driven by the performance growth of the joint venture Dongguan Silicon Xiang, which has correspondingly boosted the company's investment earnings [1]

Core Viewpoint - The company has provided water cooling products for numerous ultra-high voltage direct current transmission projects both domestically and internationally, with relevant project information available through official channels [1] Group 1 - The company has engaged in multiple ultra-high voltage direct current transmission projects, indicating a strong market presence in this sector [1] - Information regarding ongoing projects is not fully disclosed due to some being in the contract execution or dynamic progress stages [1]