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飞龙股份(002536.SZ):在液冷领域的产品主要包括电子泵和温控阀系列产品
Ge Long Hui· 2025-09-29 08:11
格隆汇9月29日丨飞龙股份(002536.SZ)在投资者互动平台表示,目前,公司在液冷领域的产品主要包括 电子泵和温控阀系列产品,未来还将逐步拓展至集成模块产品。在技术方案层面,当前以冷板式液冷为 主,同时也在积极推进浸没式液冷技术的研发与应用。 ...
飞龙股份(002536.SZ):目前公司在液冷领域产品主要包括电子泵和温控阀系列产品
Ge Long Hui· 2025-09-18 07:54
Group 1 - The core viewpoint of the article is that Feilong Co., Ltd. is currently focusing on the liquid cooling sector, specifically developing electronic pumps and temperature control valve series products, with plans to gradually expand into integrated module products [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate its product developments and future plans [1] - The current product offerings in the liquid cooling field highlight the company's commitment to innovation and market expansion [1]
飞龙股份:目前公司液冷领域产品主要以电子泵系列产品、温控阀系列产品为主
Mei Ri Jing Ji Xin Wen· 2025-09-04 09:44
Group 1 - The company is currently focusing on electronic pump series products and temperature control valve series products in the liquid cooling field [2] - The company plans to expand its product offerings to integrated module products in the future [2] - Investors are interested in comparing the company's liquid cooling products with those of competitors like Invec and Dayuan Pump Industry [2]
见证历史!A股首次突破100万亿大关,多条赛道涨停潮
Zheng Quan Shi Bao· 2025-08-18 04:41
Market Overview - A-shares surged, with the Shanghai Composite Index reaching a 10-year high and the total market capitalization of A-shares exceeding 100 trillion yuan for the first time in history [3][4] Media and Entertainment Sector - The media and entertainment sector is experiencing strong performance during the summer consumption peak, with the film industry seeing significant gains. The film box office for the summer season has surpassed 9.5 billion yuan, with "Nanjing Photo Studio" leading at over 2.4 billion yuan [4][7] - The overall film box office for 2025 has exceeded 36.8 billion yuan, with top films including "Nezha: Birth of the Demon Child" and "Detective Chinatown 1900" [7] - The gaming sector also showed strong growth, with actual sales revenue reaching 168 billion yuan in the first half of the year, a 14.08% increase year-on-year [9] Liquid Cooling Server Sector - The liquid cooling server sector is experiencing high demand, with the index rising over 6% and several stocks hitting their daily limit [11] - The market for liquid cooling servers in China is projected to grow significantly, with a year-on-year increase of 52.6% in 2023 and an expected 67% growth in 2024. The compound annual growth rate is anticipated to reach 45.8% by 2028 [13][14] - Companies like Feilong Co. are expanding their product lines and market reach, including overseas markets, and have seen stock prices soar following positive institutional research [13][14]
积极拓展海外服务器液冷市场 液冷概念股三连板 本周机构密集调研相关上市公司
Xin Lang Cai Jing· 2025-08-17 13:09
Group 1 - A total of 81 listed companies in the Shanghai and Shenzhen markets have been investigated by institutions this week, with the highest frequency of inquiries in the electronics, machinery equipment, and pharmaceutical biology sectors [1] - The semiconductor, medical device, and specialized equipment sectors are the top three areas of institutional interest, while automation equipment and power industries have seen increased attention [2][3] Group 2 - Weisheng Information has the highest number of investigations, reaching 3 times, while Nanwei Medical, Anjisi, and Jinchengzi rank highest in institutional visit reception, with 184, 177, and 166 visits respectively [3][5] - The liquid cooling concept stocks have been active this week, with Feilong Co., Ltd. reporting significant developments in the liquid cooling field, including a production capacity of up to 1.2 million units annually and ongoing projects with over 120 clients [5][6] - Keda's data center business has shown year-on-year growth, with optimistic expectations for the future, benefiting from AI development [8] - Yimikang is expanding its overseas market presence, particularly in the Middle East and Southeast Asia, while also focusing on product development for domestic market needs [10] - Bojie Co., Ltd. is providing AI server testing equipment to overseas clients, incorporating self-developed liquid cooling solutions into their products [11]
飞龙股份举办投资者交流会 非汽车业务备受关注
Zheng Quan Ri Bao Wang· 2025-08-12 11:45
本报讯 (记者肖艳青)8月11日,飞龙汽车部件股份有限公司(以下简称"飞龙股份")举办投资者交流会,公司管理层详 细介绍了公司发展的近况以及发展规划,同时就市场关注的非汽车业务与投资者进行深入交流。 飞龙股份始建于1952年,至今已有70多年的发展历史,是一家致力于热管理系统解决方案的上市公司,2017年之前公司主 要从事机械水泵、排气歧管、涡轮增压器壳体等汽车热管理部件产品的研发、生产和销售。2017年至今,公司在发展汽车热管 理领域的基础上,重点开拓非汽车领域客户和市场,助力公司快速转型升级。 0 9 a be 1987 Company of Children ******** First and 1 -- Michigan Company 博 航逸科技是此次投资者交流会关注的焦点,据介绍,目前公司液冷领域产品主要以电子泵系列产品、温控阀系列产品为 主,未来将会向温控模块产品拓展延伸。 目前公司在液冷领域主要客户及建立联系的达80家,有超120个项目正在进行中,部分项目已经量产。目前公司液冷领域 现有4条生产线,预计每年产能最高可达120万只。公司在稳固国内市场的同时,正积极拓展海外服务器液冷市场,持续扩 ...
飞龙股份:据在手订单看 公司下半年营收预计会好转
Core Viewpoint - The company expects revenue improvement in the second half of 2025 driven by new overseas projects, growth in orders for integrated modules for new energy vehicles, and increasing sales of liquid cooling products [1] Group 1: Revenue Drivers - New overseas projects are gradually ramping up [1] - Orders for integrated modules in the new energy vehicle sector are increasing [1] - The company's liquid cooling product line is expected to see gradual growth [1] Group 2: Liquid Cooling Product Details - The liquid cooling product line primarily consists of electronic pump series and temperature control valve series, with plans to expand into temperature control modules [1] - The company currently has four production lines for liquid cooling products, with an annual capacity of up to 1.2 million units [1] - The company has established connections with 80 major clients and is involved in over 120 ongoing projects, some of which have already entered mass production [1]
飞龙股份(002536) - 002536飞龙股份投资者关系管理信息20250812
2025-08-12 03:18
Group 1: Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, focusing on thermal management systems for vehicles [3] - The company has two main development phases: before 2017 focused on automotive thermal management components, and from 2017 onwards, expanding into non-automotive markets [4] - The company operates four R&D centers and has established a national-level enterprise technology center [4] Group 2: Subsidiary Information - Zhengzhou Feilong, established in 2013, has over 330 employees and total assets of 500 million RMB, with production capabilities of 1 million electronic water pumps and 2 million temperature control valves annually [5] - Anhui Hangyi Technology, founded in July 2025 with a registered capital of 50 million RMB, specializes in non-automotive liquid cooling pumps for data centers and charging stations [6] Group 3: Financial Performance - In the first half of 2025, the company experienced a year-on-year increase in performance due to stable raw material prices, optimized product structure, and improved management [7] - The expected revenue for the second half of 2025 is optimistic, driven by new overseas projects and increased orders for new energy vehicle integrated modules [8] Group 4: Product Applications and Market - The company's products, including electronic pumps and temperature control valves, are widely used in automotive, data centers, AI cooling, and various other high-tech fields [9][14] - The company has established partnerships with over 50 overseas clients, including major automotive manufacturers [8] Group 5: Global Strategy and Expansion - The company is constructing a production base in Thailand to enhance its global strategy, aiming to mitigate trade risks and expand into Southeast Asia and Central Asia [11][12] - The company plans to deepen its market layout by leveraging its Thai base for international operations [11] Group 6: Future Development Strategy - The company aims to solidify its automotive thermal management business while expanding into new applications in various high-tech fields [14] - Plans include integrating thermal management technology with robotics and other emerging industries to create long-term growth engines [14]
飞龙股份(002536) - 002536飞龙股份投资者关系管理信息20250805
2025-08-05 10:30
Group 1: Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, established in 1952, focusing on thermal management system solutions [1] - The company has two main development phases: prior to 2017 focused on automotive thermal management components, and from 2017 onwards, expanding into non-automotive sectors [1][2] Group 2: Product Development and Market Reach - The company has developed key products such as mechanical water pumps, exhaust manifolds, and electronic pump series, with automotive water pumps and turbocharger housings recognized as national champions [1] - Products are sold nationwide and exported to over 200 domestic and international clients, serving more than 300 factory bases globally [2] Group 3: Financial Expectations and Growth Drivers - For the second half of 2025, the company expects revenue improvement driven by new overseas projects, growth in orders for new energy vehicle integrated modules, and increased sales of liquid cooling products [3] - The company is not considering additional investments in automotive engine thermal management products domestically [3] Group 4: Client Base and Product Value - The electronic pump series has over 130 major clients, including Chery, Li Auto, and VinFast [3] - The value of thermal management integrated modules is significantly higher than traditional single-component products, varying based on product structure [3] Group 5: Liquid Cooling Sector Developments - A new subsidiary, Anhui Hangyi Technology Co., Ltd., has been established to focus on liquid cooling pumps for data centers and charging stations [4][5] - The company is actively expanding its overseas market for server liquid cooling products, particularly through clients in Taiwan [5] Group 6: Profitability and Competitive Advantages - The company implements a dual-line penetration strategy in automotive and industrial sectors to enhance profitability [5] - Key competitive advantages in the liquid cooling sector include nearly 10 years of experience, a client base of over 80 companies, and diverse application scenarios across various industries [5]
飞龙股份(002536) - 002536飞龙股份投资者关系管理信息20250724
2025-07-24 10:24
Group 1: Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, focusing on thermal management system solutions since its establishment in 1952 [4] - The company has two main development phases: prior to 2017, focusing on automotive thermal management components; and from 2017 onwards, expanding into the liquid cooling market [4] - The company operates four R&D centers and has over 200 domestic and international clients, serving more than 300 factory bases globally [4] Group 2: Subsidiary Information - Zhengzhou Feilong, established in 2013, has over 330 employees and total assets of 500 million RMB, with production capabilities of 1 million electronic water pumps and 2 million temperature control valves annually [4] - Anhui Hangyi Technology, founded in July 2025 with a registered capital of 50 million RMB, focuses on non-automotive liquid cooling pumps for data centers and energy storage [4][5] Group 3: Financial Performance - In the first half of 2025, the company's performance improved due to stable raw material prices, optimized product structure, and enhanced management practices [6] - Revenue decline in the same period was attributed to project lifecycle expirations, U.S. tariff impacts, and intensified price competition in the new energy vehicle sector [6] Group 4: Market Outlook - The company expects revenue recovery in the second half of 2025, driven by new overseas projects, increased orders for integrated modules, and growth in liquid cooling products [6] - The company has established partnerships with over 40 leading enterprises in the server liquid cooling sector, with some projects already in mass production [10] Group 5: Product Applications - The company's products are applicable in various fields, including automotive, server liquid cooling, data centers, AI, charging stations, and renewable energy sectors [7][8] - The focus is on developing energy-efficient, long-lasting, and lightweight products tailored to customer needs [9] Group 6: Strategic Initiatives - The company is expanding its production base in Thailand to mitigate risks from U.S. tariffs and enhance global supply chain resilience [13] - Future strategies include solidifying core thermal management business, expanding into new markets, and integrating thermal management technology with robotics [14]