证券日报网讯可立克（002782）9月30日在互动平台回答投资者提问时表示，公司是电子变压器主力企 业之一，公司已有变压器电感应用于液冷设备和低空经济领域；已有电源产品应用于扫地机器人中。 ...

格隆汇9月30日丨可立克(002782.SZ)在投资者互动平台表示，公司是电子变压器主力企业之一，公司已 有变压器电感应用于液冷设备和低空经济领域；已有电源产品应用于扫地机器人中。 ...

Core Viewpoint - The company Zhongheng Electric (002364.SZ) has indicated that its power products are currently not applied in the humanoid robot sector, but it is actively monitoring market opportunities in various application scenarios [1] Group 1 - The company has not yet entered the humanoid robot market with its power products [1] - The company is focused on exploring different application scenarios for potential market opportunities [1]

Group 1 - The company participated in an event themed "Communicating Value, Building Confidence for the Future" on September 19, focusing on the collective reception day for listed companies in Shanghai [1] - During the discussion, the company stated that during the "14th Five-Year Plan" period, it will enhance the competitiveness of its metering, power supply, and signal chain products in the power and energy efficiency monitoring sector, aiming to maintain its leading position in the industry [1] - The company plans to concentrate resources on developing power and drive products for application markets such as energy storage, industrial control, home appliances, and electric motors, while continuously expanding its automotive electronics business scale [1] Group 2 - The company aims to achieve technological breakthroughs and mass applications of power supply, signal chain, and SoC products in emerging fields [1]

Core Viewpoint - The company, GanHua KeGong (000576.SZ), has confirmed that its power supply products are primarily used in the military industry and have achieved full domestic production with independent intellectual property rights [1] Group 1 - The company has a fully independent intellectual property rights platform for power supply design and technology [1] - The power supply products have achieved 100% domestic production across the entire series [1] - The technical specifications of the products meet or exceed the levels of similar international products [1]

证券日报网讯麦格米特（002851）9月16日在互动平台回答投资者提问时表示，公司目前业务及产品主 要包括智能家电电控产品、电源产品、新能源及轨道交通部件、工业自动化、智能装备、精密连接六大 类，公司所提供的电力电子部件与系统解决方案产品在众多行业及领域皆可应用，公司会积极跟进未来 行业的发展动向，不断优化调整业务布局与战略，持续为国内外各行业大客户提供电力电子部件与系统 ODM/JDM服务。公司目前有适配工业焊接机器人的数字化焊接电源相关产品。 ...

Core Viewpoint - The company, Magmi Tech (002851.SZ), is actively engaged in various sectors, providing power electronic components and system solutions across multiple industries, while continuously optimizing its business strategy to meet future industry trends [1] Group 1: Business and Product Overview - The company's main business and product categories include smart home appliance control products, power products, new energy and rail transportation components, industrial automation, intelligent equipment, and precision connections [1] - The company offers ODM/JDM services for power electronic components and systems to major domestic and international clients [1] Group 2: Industry Engagement - The company is committed to following industry development trends and adjusting its business layout and strategy accordingly [1] - The company currently has products related to digital welding power supplies that are compatible with industrial welding robots [1]

Core Viewpoint - The company reported a strong performance in the first half of 2025, with revenue of 80.606 billion RMB, a year-on-year increase of 2.58%, and a net profit of 1.730 billion RMB, up 13.97% compared to the previous year [1] Group 1: Financial Performance - The company achieved a total revenue of 80.606 billion RMB in the first half of 2025, with a year-on-year growth of 2.58% [1] - The net profit attributable to the parent company was 1.730 billion RMB, reflecting a year-on-year increase of 13.97% [1] Group 2: Business Segments - The company maintained its leadership position in the high-end product supply chain while expanding cooperation with overseas major clients, contributing to steady growth in the consumer electronics segment [1] - The AI server shipments saw rapid growth, opening new growth opportunities for the new intelligent products business [2] - The new energy vehicle (NEV) segment continued to show strong growth momentum, achieving a revenue of 12.450 billion RMB, a year-on-year increase of approximately 60.50% [3] - The consumer electronics segment generated revenue of 60.947 billion RMB, with assembly business accounting for 47.195 billion RMB and components business for 13.752 billion RMB [3] Group 3: Product Development and Market Trends - The liquid cooling server market is accelerating due to global computing power upgrades and surging AI demand, with the company actively investing in new product development and customer expansion [2] - The company has developed intelligent logistics robots that are widely used in internal manufacturing scenarios, enhancing warehousing and distribution efficiency [2] - The company has a clear technological advantage in smart cockpit systems, intelligent driving assistance systems, and other areas, with significant growth in product shipments [3]

Core Viewpoint - Company maintains a "buy" rating for BYD Electronics, projecting revenue and net profit growth for 2025-2027, with significant contributions from various business segments [1] Group 1: Financial Performance - In the first half of 2025, the company achieved revenue of 806.06 billion RMB, a year-on-year increase of 2.58%, and a net profit of 17.30 billion RMB, up 13.97% year-on-year [1] - Revenue projections for 2025, 2026, and 2027 are 1874.9 billion RMB, 2061.2 billion RMB, and 2348.1 billion RMB respectively, with net profits of 49.5 billion RMB, 62.4 billion RMB, and 78.4 billion RMB [1] Group 2: Business Segments - The company has solidified its leadership in the high-end product supply chain and is expanding collaborations with overseas clients, driving steady growth in the consumer electronics segment [1] - The AI server shipments are rapidly increasing, opening new growth opportunities in the new intelligent products sector, which generated revenue of 72.09 billion RMB in the first half of 2025 [2] - The new energy vehicle segment continues to show strong growth, with revenue reaching 124.50 billion RMB, a year-on-year increase of approximately 60.50% [3] - The consumer electronics business remains robust, with revenue of 609.47 billion RMB, including 471.95 billion RMB from assembly and 137.52 billion RMB from components [4] Group 3: Market Trends and Innovations - The liquid cooling server market is accelerating due to global computing upgrades and AI demand, with the company actively developing new products and expanding its client base [2] - The automotive industry is undergoing a transformation towards intelligent driving, with the company leveraging its technological advantages in smart cockpit systems and other areas [3] - The company is focusing on high-value products in the consumer electronics sector, maintaining a major supplier position in flagship models [4]

Core Viewpoint - Company maintains a "buy" rating for BYD, projecting revenues of 187.49 billion, 206.12 billion, and 234.81 billion RMB for 2025, 2026, and 2027 respectively, with net profits of 4.95 billion, 6.24 billion, and 7.84 billion RMB for the same years [1] Group 1: Business Performance - In the first half of 2025, the company achieved operating revenue of 80.606 billion RMB, a year-on-year increase of 2.58%, and a net profit of 1.730 billion RMB, up 13.97% year-on-year [1] - The company has consolidated its leadership in the high-end product supply chain while expanding cooperation with overseas major clients, driving steady growth in the consumer electronics segment [1] - The new energy vehicle segment continues to show strong growth momentum, contributing to a record high in overall business scale [1] Group 2: AI and New Product Development - The company is experiencing rapid growth in AI server shipments, with the AI data center business achieving significant growth due to the global demand for computing power and AI [2] - Liquid cooling technology is becoming the mainstream cooling solution for green data centers, with the company actively investing in new product development and customer expansion [2] - The company’s new intelligent product business generated revenue of 7.209 billion RMB in the first half of 2025 [2] Group 3: Automotive Sector Growth - The year 2025 is seen as a pivotal year for intelligent driving, bringing technological innovations and reshaping the automotive industry competition landscape [3] - The company has a clear technological advantage in smart cockpit systems, smart driving assistance systems, and other key areas, with significant increases in shipment volumes [3] - The new energy vehicle segment generated revenue of 12.450 billion RMB in the first half of 2025, reflecting a year-on-year increase of approximately 60.50% [3] Group 4: Consumer Electronics Performance - The company focuses on high-value-added products, maintaining a major supplier position in flagship models, including titanium and foldable phones [4] - The assembly business for overseas major clients continues to grow, driving year-on-year increases in shipment volumes and revenue [4] - The consumer electronics segment achieved revenue of 60.947 billion RMB in the first half of 2025, with component business contributing 13.752 billion RMB and assembly business 47.195 billion RMB [4]