Group 1 - The core viewpoint of the articles highlights the rapid growth in the communication business driven by the Micro TEC products and the potential new growth point in the energy storage sector through semiconductor dehumidifiers [1][2] Group 2 - In the communication sector, the company achieved sales revenue of 0.27 billion yuan in 2024, representing a year-on-year increase of 140.8%. The Micro TEC products for 5G network optical module temperature control have been supplied in bulk to several leading enterprises [1] - The company has developed projects with multiple optical module manufacturers for the application of Micro TEC in 400G/800G high-speed optical modules, currently in the reliability verification stage [1] - The company has an annual production capacity of 6 million Micro TEC units and can quickly expand capacity based on market demand, benefiting from the increasing demand for high-speed optical module thermal management [1] - The semiconductor dehumidifiers, made from the company's thermoelectric cooling technology, have advantages such as small size and high humidity control precision, addressing airflow issues in energy storage cabinets [1] - In 2024, the company generated sales revenue of 3.59 million yuan from semiconductor cabinet dehumidifiers, supplying to companies like Haibosichuang and completing product validation with major players like CATL and EVE Energy [1] - The rapid increase in the penetration of liquid cooling technology in electrochemical energy storage thermal management is expected to create a new profit growth point for the company [1][2] Group 3 - The company is continuously enhancing its semiconductor thermoelectric device technology through dual-driven innovation in technology and product development, with steady increases in R&D investment [2] - The company has become one of the few in the industry to master three preparation techniques for bismuth telluride-based semiconductor materials: zone melting, hot pressing, and hot extrusion [2] - The company has developed technologies for micro-device assembly and low cold loss sealing, effectively improving the performance and reliability of semiconductor thermoelectric devices [2] - The company is expected to drive domestic substitution of semiconductor thermoelectric devices through strengthened core technology competitiveness [2] - Earnings per share are projected to be 0.82, 1.20, and 1.52 yuan for 2025-2027, with an upward revision in revenue and gross margin leading to a target price of 39.36 yuan based on a 48x PE valuation for comparable companies [2]

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