5月22日，鼎通科技召开2024年度暨2025年第一季度业绩说明会。 在业绩会上，鼎通科技董事长、总经理王成海谈及液冷散热和224G连接器等重点新品进展时介绍，液 冷方案已得到了客户认证，今年将开始小批量试生产。224G产品研发和认证速度相较于56G和112G快 很多，目前正在小批量试生产中，预计今年二、三季度开始量产。 "公司目前的液冷散热产品主要供给安费诺、莫仕、泰科、立讯等世界知名连接器企业，作为二级供应 商，公司后续将会继续配合现有客户开发更多产品品类。"王成海说。 鼎通科技专注于通讯连接器组件和汽车连接器组件精密模具的设计和开发。此前财报显示，2024年，公 司营业收入10.32亿元，同比增长51.12%；净利润1.10亿元，同比增长65.74%。其中，伴随着AI发展， 通讯连接器产品需求显著增长，营业收入同比增长71.63%；汽车连接器业务比较维稳，营业收入同比 增长25.21%。公司2025年一季度营业收入3.79亿元，同比增长95.25%，环比增长15.24%；净利润 5289.63万元，同比增长190.12%，环比增长65.32%，主要系一季度112G产品放量，客户订单旺盛。 他阐述，目前比 ...

Group 1: Company Performance Highlights - The company achieved a revenue of ¥4,661,219,937.52 in 2024, representing a growth of 48.97% compared to the previous year [3] - Net profit attributable to shareholders reached ¥622,308,886.15, marking a 74.73% increase year-on-year [3] - The net cash flow from operating activities was ¥511,044,075.67, up by 57.99% from the previous year [3] Group 2: Product Performance and Market Demand - RF connectors and interconnect systems have a high and stable market share in the mobile terminal sector [2] - The electromagnetic compatibility components have made significant progress in non-mobile consumer electronics, achieving large-scale production and delivery to key clients [2] - Automotive connector revenue has seen rapid growth, with a market share continuously increasing [2] Group 3: Strategic Plans and Future Outlook - The company plans to focus on the 5G technology and AI mobile sectors while expanding its overseas customer base in non-mobile consumer electronics [2] - Future product development will include enhancing Ethernet products related to automotive intelligence and expanding into fields like humanoid robots and AI data centers [2] - The company aims to strengthen its domestic production capabilities to meet the growing demand for automotive connectors as China increases its automotive production capacity [5] Group 4: Challenges and Improvement Measures - The company acknowledges that its overseas business has room for profit margin improvement compared to domestic operations [4] - Management will be optimized to enhance efficiency and address challenges in overseas operations [4] - The company has no current plans for mergers or acquisitions but will seek opportunities for collaboration and capital operations to enhance synergy [5] Group 5: Financial Health and Shareholder Returns - The company maintains a low debt ratio, with a consolidated debt ratio of 30.49% and a parent company debt ratio of 27.48% [12] - The company has consistently returned profits to investors and aims to balance development with shareholder returns through reasonable profit distribution plans [6] Group 6: Market Position and Competitive Edge - The company is a leading supplier in the domestic RF connector industry and has entered the supply chains of major global smartphone brands [9] - It has been recognized as one of the top 100 electronic component enterprises in China for nine consecutive years [9] - The company is committed to quality and service, which has been a key strategy for increasing market share [11]