飞龙股份(002536) - 飞龙股份调研活动信息

Group 1: Company Performance - The company anticipates a year-on-year increase in third-quarter performance, indicating a turning point and stabilization after a challenging first half of the year due to global issues such as chip shortages and rising commodity prices [1] - The traditional business product orders are gradually recovering as raw material prices have decreased [2] Group 2: New Energy Business - The company's new energy product line includes electronic water pumps, electronic oil pumps, thermal management control valves, and more, aimed at various applications [1] - Major clients for the new energy products include over 60 well-known companies such as Ideal Automotive, Leap Motor, Chery, Geely, and NIO [2] Group 3: Future Development Direction - The company plans to focus on electronic water pump series and thermal management module systems, expanding into new product functionalities and applications beyond automotive, including 5G base stations and modern agricultural equipment [2]