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高澜股份(300499) - 2025年4月29日2024年度暨2025年第一季度网上业绩说明会投资者关系活动记录表
GoalandGoaland(SZ:300499)2025-04-29 11:28

Group 1: Financial Performance - The company's annual revenue for 2024 was approximately 691.26 million CNY, with a net profit attributable to shareholders of -50.32 million CNY [5] - In Q1 2025, the company reported a revenue of 218.00 million CNY, with a net profit attributable to shareholders of 12.99 million CNY, marking a 131.01% increase year-on-year [5] - The company's revenue from high-power thermal management products (including data centers and energy storage) accounted for approximately 47.47% of total revenue in 2024 [3] Group 2: Market and Business Strategy - The company has secured an order for the "±500 kV Flexible DC Transmission Project" in Saudi Arabia, with a backlog of orders amounting to approximately 1.11 billion CNY as of March 31, 2025 [3][4] - The company aims to expand its market share in traditional business and overseas markets, particularly in energy storage and data center sectors [4] - The company reported that overseas direct revenue accounted for about 0.38% of total revenue in 2024, indicating a focus on international market expansion despite uncertainties from trade policies [4] Group 3: Industry Outlook - The company operates in a high-tech sector supported by national policies, with a broad market outlook for industrial thermal management solutions [6] - The company emphasizes its commitment to innovation and resource integration to enhance its competitive position in the industry [3][4]