强瑞技术(301128) - 301128强瑞技术投资者关系管理信息20250212

Group 1: Company Overview - The company, Qiangrui Technology, is involved in various sectors including 3C, smart vehicles, and data centers, with overall performance growth expected in 2024 [3][4]. Group 2: New Energy Vehicle Business - The new energy vehicle business is divided into smart vehicles and intelligent driving, serving major clients H and B, with applications across multiple brands [3][4]. - The business includes performance testing of onboard modules, assembly and testing of headlight wiring, and comprehensive solutions for intelligent driving controller modules [3][4]. Group 3: Liquid Cooling Server Business - The liquid cooling server business encompasses liquid cooling testing equipment and heat exchanger products, primarily serving client H while exploring other customers [5]. - The pricing for liquid cooling testing equipment varies significantly, depending on integrated functions, and the number of servers tested annually is unpredictable due to non-standard products [5]. Group 4: Competitive Advantages - The company emphasizes patent technology, focusing on R&D for new customer needs and applying for core patents in areas like optical stabilization and airtightness testing [6]. - A stable R&D team with deep customer understanding enhances client dependency by providing design modifications and solutions to pain points [6]. - The production model is characterized by small-batch, customized, and rapid delivery, suitable for the fast-evolving electronic industry [6]. Group 5: Future Growth Trends - The company anticipates steady growth in the 3C sector, driven by the return of key clients and expansion into module products with Foxconn [7]. - Rapid growth is expected in the new energy vehicle and server sectors, primarily due to the fast expansion of downstream industries [7]. - Long-term prospects suggest that the widespread adoption of new energy vehicles and intelligent driving systems may present new growth opportunities [7].