证券代码：301252 证券简称：同星科技 浙江同星科技股份有限公司 | | 产品定位和工艺技术巩固行业地位，青岛生产基地和泰国生产基地的 | | | --- | --- | --- | | | 投产也是公司未来的重要增长点；2、深化与长安、奇瑞等车企的战略 | | | | 合作，把握新能源汽车市场增长机遇；3、积极拓展数据中心液冷市场， | | | | 推动相关产品的研发与产业化。 | | | | 3、公司投资机器人公司的规划，未来的业务规划？ | | | | 答：投资境智具身智能，公司坚定看好机器人是未来的核心产业， | | | | 也是布局新兴赛道、构建产业协同的重要举措。一方面，通过参股合 | | | | 作推动公司智慧工厂项目的技术落地与场景优化；另一方面，将公司 | | | | 在热管理领域的成熟技术，为境智具身智能在机器人技术开发与散热 | | | | 系统解决方案带来更多优势。 | | | | 公司坚信，机器人产业将为全球制造业格局带来深刻变革。我们 | | | | 将以技术积累为根基、以合作为路径，为公司在智能化时代打开新的 | | | | 成长空间。 | | | 附件清单（如有） | 无 ...

券商指出，具身智能市场规模快速扩容，未来前景广阔，预计2026年将超万亿。具身代表人形机器人有 望率先在工业领域实现应用，随后逐步扩展至商业服务、家庭生活领域，到2040年市场规模有望达到近 3万亿元水平。 同星科技是国家"专精特新"小巨人企业，设有国家级博士后工作站、CNAS实验室。是中国制冷学会单 位会员、中国制冷空调工业协会会员，参与制定了《绿色产品评价商用制冷器具》国家标准、《飞翼式 换热器技术要求和试验方法》(T／CAS437-2020)、《新能源汽车R290热泵空调系统技术要求》等行业 团体标准。拥有近200项专利，公司的热泵干衣机一体化换热芯体、新型环保制冷剂R290高效换热器、 CO2波浪型高效换热器等产品符合节能、高效、环保的发展趋势，在行业一直作为先行者。公司翅片式 换热器产品市场占有率处于行业领先地位。 公司致力于制冷零部件及产品，新能源汽车空调零部件及热管理，数据中心恒温控制领域的专业化经 营。战略上围绕制冷设备产业链，积极拓展高附加值产品，如制冷系统管组件、汽车空调管路和制冷单 元模块，增强整体竞争力。同时，公司聚焦轻商制冷和新能源汽车热管理两大核心赛道，顺应消费升级 与政策导向，强 ...

Core Viewpoint - The company achieved steady growth in 2024, with total revenue of 1.134 billion yuan, a year-on-year increase of 15.66%, driven by the expansion of the refrigeration components and automotive air conditioning system components markets, particularly the strong demand in the new energy vehicle sector [1][4]. Group 1: Business Performance - The company's main business involves the research, production, and sales of refrigeration-related products, including refrigeration components and automotive air conditioning system components [4]. - The increase in orders from existing customers and the mass production of previously developed products contributed to revenue growth [4]. - The new energy vehicle market has become a new growth point for the company, significantly boosting the demand for automotive air conditioning system components [4]. Group 2: Market Position and Client Relationships - The company has over 2,000 types of finned heat exchangers and an annual production capacity exceeding 8 million units, meeting the needs of most light commercial clients [4]. - Long-term partnerships with well-known companies such as Haier Group, Hisense Group, and Midea Group ensure a stable customer base [4]. Group 3: Cost Management and Profitability - Fluctuations in raw material prices, including copper pipes, aluminum pipes, and aluminum strips, pose challenges for cost control [4][5]. - The company has implemented measures such as signing procurement framework contracts and establishing a pricing mechanism linked to raw material market prices to mitigate the impact of price volatility [4]. Group 4: Research and Development - The company emphasizes independent innovation and has increased R&D investment, utilizing various platforms to enhance its research capabilities [6]. - Collaborations with universities to overcome technical barriers and capture cutting-edge information technology strengthen the company's new product development capabilities [6]. - Despite achievements in technological innovation, the company must continue to invest in R&D to maintain its competitive edge in a challenging market [6]. Group 5: Financial Overview - The net profit attributable to the company was 127 million yuan, a year-on-year increase of 6.19%, which is lower than the revenue growth rate, indicating ongoing cost pressures [5]. - The company needs to enhance internal cost control and improve profitability in the future [5].