格隆汇9月15日丨集泰股份(002909.SZ)在互动平台表示，公司的液冷硅油目前仍处于验证阶段，尚未进 行规模化生产与市场投放，公司现有产能具备液冷硅油批量生产的条件。公司将持续关注行业技术趋势 与客户验证反馈，稳步推进研发成果的转化进程。 ...

Core Viewpoint - The company is currently in the research and development phase for its liquid cooling silicone oil and has not yet commenced mass production or market launch [2] Group 1 - The liquid cooling silicone oil is still under development and has not been scaled for production or market release [2] - The company has the existing capacity to produce liquid cooling silicone oil in bulk [2] - The company will continue to monitor market demand and will promote the industrialization of its innovative results as appropriate [2]

Core Viewpoint - The company is currently in the research and development phase for its liquid cooling silicone oil, with no market launch yet [1] Group 1: Company Development - The existing production capacity of the company is capable of mass production of liquid cooling silicone oil [1] - The company is focusing on the development opportunities in the liquid cooling market due to the increasing demand for computing power driven by global digitalization and intelligence [1] - The company will continue to monitor market demand changes and promote the industrialization of innovative results in a timely manner [1]

格隆汇8月20日丨集泰股份(002909.SZ)于投资者互动平台表示，公司的液冷硅油目前仍处于研发阶段， 尚未进行市场投放，公司现有产能具备液冷硅油批量生产的条件。随着全球数字化、智能化进程不断加 快，算力需求持续攀升，液冷散热市场前景广阔，公司高度重视该领域的发展机遇。公司将持续关注市 场需求变化，适时推动创新成果的产业化进程。 ...

Core Viewpoint - The third China International Supply Chain Promotion Expo showcased advancements in the automotive sector, with Wacker Chemie presenting over 20 products focused on enhancing safety and performance in electric vehicles [1][3]. Group 1: Market Demand and Product Innovation - Wacker Chemie has been a long-standing player in the automotive industry, leveraging its expertise in silicone materials to address the growing safety and thermal management needs of electric vehicles [3][4]. - The company introduced a new fire-resistant insulation material, SILMIX R CG 65871 ORG CN, designed to protect battery packs from high temperatures, enhancing safety during thermal runaway events [4]. - Wacker also launched solid silicone materials for charging systems, aimed at improving thermal management and preventing overheating during fast charging [4]. Group 2: Strategic Positioning in China - Wacker has invested €1.16 billion in China over 30 years, establishing a comprehensive service network that includes three production bases and two technology centers [5]. - The company is responsive to the increasing demand for automotive-grade power modules, introducing thermal adhesive products that can withstand extreme temperature fluctuations [5]. - Wacker's commitment to local market needs is evident in its development of high-performance thermal grease for automotive applications, showcasing its adaptability to industry trends [5]. Group 3: Broader Industry Trends and Opportunities - The shift towards intelligent automotive solutions is driving demand for advanced materials across various sectors, including high-performance computing and data centers [6]. - Wacker's innovative liquid cooling silicone oils are designed to meet the cooling needs of data centers, enhancing energy efficiency and safety [6]. - The company is exploring new opportunities in emerging industries such as low-altitude economy and humanoid robotics, indicating a proactive approach to market evolution [7]. Group 4: Global and Local Integration - Wacker emphasizes a global perspective in its operations, ensuring that products developed in China are also marketed internationally, and vice versa [7]. - The recent expansion of Wacker's Zhangjiagang facility represents a significant investment aimed at meeting the growing demand for specialty materials in China [7].

3月27日晚间，润禾材料（300727.SZ）发布公司2024年年度报告，报告显示，公司全年实现营业收入 13.28亿元，同比增长16.96%；归属于上市公司股东的净利润9623.64万元，同比增长17.06%。公司拟每 10股派发现金红利3元（含税）并转增3股，预计现金分红总额4045.52万元，占净利润比例约42%，延 续了稳定的分红政策，兼顾股东回报与未来发展资金需求。 公司采取"经销+直销"双轮驱动模式，经销收入占比46.82%，同比增长20.33%。海外市场成为亮点，收 入占比提升至28.87%，欧洲、北美、亚洲等地区需求旺盛。前五大客户销售占比仅8.55%，客户结构分 散降低单一客户依赖风险。值得注意的是，迈图高新材料（南通）有限公司作为重要客户之一，凸显公 司与国际巨头的合作关系。 "十四五"规划将有机硅列为新材料重点发展领域，新能源车、算力中心等新兴需求快速增长。公司作为 有机硅细分领域领先企业，凭借多年的深耕细作和国际化复合型研发团队持续潜心研发，以及差异化与 高附加值的产品体系等竞争优势，保持生产经营稳步发展。公司开发的液冷硅油、低压变硅橡胶等产品 有望受益于AI服务器、半导体等行业扩张。 ...