超低粘冷却液

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润禾材料“三箭连发” 液冷、三防漆涂层、硅凝胶类产品有望迎来突破
Zheng Quan Shi Bao Wang· 2025-04-28 15:34
Core Viewpoint - Company has achieved significant recognition for its environmentally friendly new materials, particularly in the organic silicon sector, following four years of high investment in R&D [2][3] Group 1: Financial Performance - The company reported a revenue growth of 7.93% and a net profit growth of 21.42% in its latest quarterly report, indicating strong performance within the organic silicon industry [2] Group 2: New Material Development - The company focuses on developing new organic silicon products that are both environmentally friendly and economically viable, addressing the growing restrictions on fluorinated compounds (PFAS) due to their environmental persistence [3] - The company has introduced ultra-low viscosity cooling liquids and three-proof paints made from non-toxic organic silicon, which can replicate the functions of fluorinated materials [3] Group 3: Market Opportunities - The company is positioned as a provider of comprehensive solutions for immersion cooling, with products already on the market that meet safety standards for electric vehicle batteries, which will be enforced starting July 2026 [4] - The market for organic silicon immersion cooling liquids is expected to grow significantly, driven by the rapid development of the new energy industry and increasing cooling demands from data centers [5] Group 4: Regulatory Environment - Upcoming regulations in the U.S. and China are set to restrict the use of PFAS in electronic products, creating a pressing demand for alternative materials such as the company's three-proof paints [6] - The company’s three-proof paint products are designed to meet the protective needs of various electronic applications, offering advantages in moisture resistance, insulation, and heat resistance [6] Group 5: Medical Applications - The company has also ventured into the medical and personal care sectors with its silicone gel products, which can aid in scar treatment and skin adhesion [7] - Recent regulatory actions against multinational companies in the medical silicone gel market present an opportunity for domestic companies to capture market share [7]
润禾材料又迎来重大机遇:动力电池明年将强制要求“不起火、不爆炸”
Zheng Quan Shi Bao Wang· 2025-04-15 06:22
4月3日,工信部正式发布GB38031-2025《电动汽车用动力蓄电池安全要求》,将"不起火、不爆炸"列 为强制性要求,并从2026年7月1日起实施。此前的2月17日,工信部等八部门联合印发《新型储能制造 业高质量发展行动方案》,明确提出"强化热滥用和过充电不起火、不爆炸要求,加快建立安全风险评 估体系,分级分类制定储能电池标准",首次将"全浸没式防火"写入技术鼓励方向,要求2026年前完成 液冷储能系统安全类强制性国标制定。 去年底,润禾材料(300727)浸没式储能大容量锂电、电动自行车浸没式液冷通过国标测试验证,能做 到"不冒烟、不起火、不爆炸"。作为先行者,新规的实施将给润禾材料带来重大机遇。 润禾材料研发的浸没式液冷用的超低粘冷却液,自去年以来已批量应用于实际项目,同时,向市场推 出"三位一体"的浸没式液冷解决方案。至今,润禾材料已向市场推出至少7款超低粘冷却液,适用于数 据中心、储能、电动汽车(动力电池)、超充、基站等领域。 此外,润禾材料的产品温度适用范围在零下78度至零上200度之间,能够满足极寒和极热温度环境下的 使用要求,解决了储能电池在寒冷地区容易冻坏的问题。同时,该产品的价格只有氟化液 ...
润禾材料:浸没式液冷已与多家客户建立合作试点,将开发储能、超充、智算平台导冷液
Zheng Quan Shi Bao Wang· 2025-04-11 05:45
在数字经济与"双碳"战略驱动下,有机硅材料行业正迎来新增长周期。润禾材料(300727)于4月10日 召开2024年度业绩说明会,公司董事长叶剑平携管理层团队就投资者关注的液冷技术突破、海外市场拓 展及珠海新项目建设等热点问题作出回应。 值得关注的是,润禾材料在浸没式液冷领域已实现量产,其定制化三位一体解决方案获得多家客户合作 试点,市场反馈积极。未来,公司将持续推动该系列产品的技术创新与突破,潜在研发方向有:低成 本、高性价比的储能和超充硅油产品开发;用于高频通讯的芯片和智算平台的性能优异的导冷液产品开 发。 在产能布局方面,公司现有设计产能9.8万吨,在建产能4.8万吨。未来,公司将结合产品的客户需求与 战略发展规划适时推进产能建设规划。 润禾材料副总经理、董事会秘书徐小骏透露,公司推出的三位一体的浸没式解决方案,经过技术适配与 场景验证,系列产品在运动粘度、散热效率、性能稳定性、系统绝缘、燃点、闪点以及低温条件下的兼 容性方面具有优异性能,可应用在储能、数据中心等场景。目前与多家客户建立合作试点,客户对需求 的反馈及定制化开发进展良好。 润禾材料网站有机硅新材料栏目下有篇文章"数据中心功率大幅提升的秘密 ...