在数据服务器液冷领域，川环科技液冷管路产品已达V0级标准，并成功取得了美国UL认证。管路产品 目前已经进入了CoolerMaster（酷冷至尊（上海）科技有限公司）、AVC（奇宏科技股份有限公司）、 深圳市英维克科技股份有限公司（简称"英维克"）、中航光电科技股份有限公司、深圳市飞荣达科技股 份有限公司、宝德华南（深圳）热能系统有限公司等供应商体系。据悉，川环科技今年已成功中标英维 克60万米软管订单，目前正按照该客户订单的交付需求，有序推进批次交付工作。 此外，川环科技储能领域所用的液冷管路系统产品，目前已经进入了国轩高科股份有限公司、福建时代 星云科技有限公司、深圳奇点科技有限公司、江苏北人智能制造科技股份有限公司、四川航电微能源有 限公司等客户配套使用。 10月22日晚间，四川川环科技股份有限公司（以下简称"川环科技"）发布2025年第三季度报告。今年前 三季度，公司实现营业收入10.49亿元，同比增长12.08%；实现归属于上市公司股东的净利润1.37亿 元，同比微降7.13%；基本每股收益0.18元。 "近年来，汽车市场竞争加剧，主机厂对供应商的压价策略与胶管行业产能过剩形成双重压力，导致公 司产品 ...

Core Insights - Chuanhuan Technology reported a revenue of 1.049 billion yuan for the first nine months of 2023, representing a year-on-year growth of 12.08%, while the net profit attributable to shareholders decreased by 7.13% to 137 million yuan [1] - The company is focusing on the automotive fluid pipeline, data center liquid cooling, and energy storage liquid cooling sectors, with significant developments in the new energy vehicle market [1][2] Financial Performance - Revenue for the first three quarters of 2023 reached 1.049 billion yuan, a 12.08% increase compared to the previous year [1] - Net profit attributable to shareholders was 137 million yuan, reflecting a decline of 7.13% year-on-year [1] - Basic earnings per share stood at 0.63 yuan [1] Business Developments - In the automotive fluid pipeline sector, the company has received project confirmations from a well-known domestic automotive manufacturer, with an estimated total project value of approximately 500 million yuan over a six-year lifecycle, expected to commence mass production in November 2025 [1] - The company successfully secured a soft hose order of 600,000 meters from Yingwei, and is actively managing the delivery process to meet customer requirements [2] Market Trends - The new energy storage installation capacity in China reached approximately 95 million kilowatts, growing nearly 30 times over the past five years [2] - The National Development and Reform Commission and the National Energy Administration have set a target for new energy storage installation capacity to exceed 180 million kilowatts by 2027 [2] - Chuanhuan Technology anticipates that liquid cooling solutions will become the mainstream thermal management solution for future energy storage systems [2] Product Development - The company's liquid cooling pipeline products have achieved V0 level standards and received UL certification in the data server liquid cooling sector [1] - The liquid cooling pipeline products are now integrated into the supply chains of various clients, including CoolerMaster, AVC, and others, with ongoing product development efforts [1]

格隆汇9月25日丨溯联股份(301397.SZ)在投资者互动平台表示，公司液冷管路产品能满足UL V0阻燃要 求，相关认证正在进行中。 ...

Core Viewpoint - The company, Sulian Co., Ltd. (溯联股份), announced on September 25 that its liquid cooling pipeline products meet UL V0 flame retardant requirements, and relevant certifications are currently underway [1] Company Summary - Sulian Co., Ltd. is in the process of obtaining certification for its liquid cooling pipeline products to ensure they meet UL V0 flame retardant standards [1]

Group 1 - The core viewpoint of the article is that Chuanhuan Technology (300547) is focusing on expanding the application scenarios of its liquid cooling pipeline products in key areas such as automotive fluid pipelines, data server liquid cooling, and energy storage liquid cooling [1] - The company produces a series of rubber and plastic pipeline products that can be used in various fields including vehicle terminals, energy storage, and data servers [1] - The company aims to continuously enhance its customer service capabilities and market competitiveness in the aforementioned core areas [1]

8月11日晚间，川环科技（SZ300547，股价42.37元，市值91.90亿元）发布2025年半年报：上半年，公 司实现营收6.88亿元，同比增长7.65%；实现归母净利润9863.01万元，同比增长0.27%；实现扣非归母 净利润9524.38万元，同比增长1.49%；基本每股收益0.45元。此外，川环科技计划不派发现金红利，不 送红股，不以公积金转增股本。 财报显示，今年上半年，川环科技净利率为14.33%，而去年同期的数值为15.39%；毛利率为24.96%， 去年同期为25.13%；净资产收益率8.08%，同比下降0.80个百分点；经营活动产生的现金流净额为-0.56 亿元，2024年同期为0.63亿元，由正转负。川环科技解释称，这是因为"销售商品接受劳务收到的现金 较同期减少"。 对市场关心的液冷业务，川环科技在2025年半年报中表示，近年来，公司前瞻性地开展储能和数据中心 行业的技术研究开发，将橡胶管+尼龙管+接头运用于液冷系统，2024年以来取得显著成效，该业务将 成为未来收入新增长点。 川环科技在半年报中还指出，"储能和数据服务器液冷管路产品有批量供货，后续将成为公司经营业绩 新的增长点。公 ...

在净利润方面，2025年上半年，川环科技实现归属于上市公司股东的净利润9863.01万元，同比微增 0.27%；实现归属于上市公司股东的扣除非经常性损益的净利润9524.38万元，同比增长1.49%。 中关村物联网产业联盟副秘书长袁帅对《证券日报》记者表示："当前汽车行业面临诸多挑战，如市场 竞争加剧、消费者需求多样化以及原材料价格波动等，在此情况下，川环科技依然实现了营收增长，这 既表明公司在市场拓展方面取得了一定成效，同时也说明公司产品在市场上具有一定的竞争力，能够满 足不同客户群体的需求，市场份额得到了进一步巩固和扩大。" 8月11日晚间，被业内誉为"车用软管超市"的四川川环科技（300547）股份有限公司(以下简称"川环科 技")发布了2025年半年度报告，今年上半年，公司实现营业收入6.88亿元，同比增长7.65%，其中公司 2025年第二季度单季营收规模达3.72亿元，较去年同期上升9.4%。 川环科技主营业务为传统燃油汽车、新能源汽车、摩托车用橡塑软管及总成的研发、设计、制造和销 售。作为国内汽车管路研究与开发的专业生产厂商，公司多年来始终坚持"以技术创新为引领"的企业发 展方向，在产品品牌、技 ...