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溯联股份(301397) - 2025年8月29日投资者关系活动记录表
2025-08-29 10:08
Group 1: Financial Performance - The gross profit margin is expected to remain stable and slightly increase for the full year, supported by new product development, market expansion, and cost reduction efforts [2] - The concentration of the top five customers has decreased compared to last year, although the customer structure remains unchanged [3] Group 2: Business Development - The battery-related business has been growing faster than the main business revenue, with a dedicated battery division established to manage R&D and market expansion [4] - The company has developed key components for battery thermal management and is on track for sample delivery and mass production [4] Group 3: Data Liquid Cooling Business - The company has successfully developed products for data centers, including the UQD quick disconnect couplings, and has established a subsidiary for energy storage and thermal management solutions [5] - Performance testing for the UQD product has been completed, and the company is working on related liquid cooling components and systems [5] Group 4: Expansion into New Areas - The company is actively developing products in line with trends in new energy vehicles, including hydrogen fuel cell pipelines and air suspension systems [6] - The air suspension products have begun mass production for certain customers, with ongoing efforts to gain certification from additional clients [6] Group 5: Product and Technology Similarity - The main business focuses on thermal management systems for electric vehicles, with over 70% technological similarity to the new subsidiary's operations [7] - The company has strong capabilities in producing fluid control components and large injection-molded parts, which complement the new business initiatives [7]