丰茂股份(301459) - 301459丰茂股份投资者关系管理信息20251027

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved total revenue of 674 million RMB, a year-on-year increase of 0.58% [3] - The net profit attributable to shareholders was 84.94 million RMB, a year-on-year decrease of 27.74% [3] - The company faced challenges due to geopolitical conflicts affecting overseas market demand and increased costs from strategic capacity expansion and R&D projects [3] Group 2: Strategic Developments - The company is investing up to 260 million RMB in its Thailand production base, which will be built in phases to enhance international market share [3] - A strategic partnership was established with Jianghuai Automobile, involving equity acquisition in a subsidiary to expand into the liquid cooling market [3][4] - The collaboration aims to leverage both companies' resources to address the growing demand for thermal management systems in electric vehicles and data centers [4] Group 3: Market Opportunities - The partnership with Jianghuai is expected to enhance the company's position in the high-end passenger vehicle supply chain and create new business opportunities in emerging markets [4] - The integration of technology and market resources from both companies aims to establish a leading position in liquid cooling solutions for automotive, energy storage, and data center applications [4]