Group 1: Company Overview - The company provides energy and artificial environment solutions tailored to various industries, focusing on data centers and power energy, including nuclear power [1] Group 2: Collaboration and Product Offerings - The company emphasizes close cooperation with major clients, offering both air-cooled and liquid-cooled solutions, and continuously innovating high-efficiency products in response to market demands [2] - The liquid cooling products include end-to-end solutions covering project planning, design, manufacturing, installation, and operational services [2] Group 3: Market Trends and Growth - Liquid cooling business is experiencing rapid growth, with expectations for its market share to continue increasing, becoming a primary cooling method for intelligent computing centers [2] - The company is increasing its investment in research and production capacity for liquid cooling solutions [2] Group 4: Production Capacity and Demand - The new manufacturing base is in the certification and trial production phase, expected to transition to full production soon to support the rapid growth of the data center business [3] - The overall production capacity is increasing significantly, with new bases for data centers and nuclear power coming online to meet high demand [3] Group 5: Profitability and Pricing Strategy - The company employs a cost-plus pricing strategy, adjusting based on market conditions, with expectations for stable or rising gross margins as production scales up [3]
申菱环境(301018) - 2025年2月27日投资者关系活动记录表