Group 1: Company Overview - The company, GaoLan Co., focuses on energy-saving technologies and has developed a range of products in the ICT sector, including cold plate liquid cooling, immersion cooling, and containerized cooling solutions [2][3]. - The company has a stable growth trajectory in its traditional water cooling business, although recent impacts from the pandemic have delayed project investments and reduced order volumes [3][4]. Group 2: Business Development and Market Strategy - The company is actively expanding its market presence in the energy storage sector, focusing on liquid cooling technologies for electrochemical storage, with existing products for lithium battery storage and large-scale energy storage systems [3][4]. - In the ICT sector, the company is responding to the increasing demand for data center cooling solutions driven by national PUE requirements, with its subsidiary GaoLan Innovation Technology leading the development of relevant technologies [5]. Group 3: Product Applications and Market Share - GaoLan Co. has established a strong market position in the heating film and insulation pad sectors through its subsidiary Dongguan Silicon Xiang, which has expanded production capacity to meet the growing demands of the new energy vehicle industry [4][5]. - The company has also made significant inroads into military applications, providing liquid cooling products for ground radar and naval vessels [4]. Group 4: Future Outlook and Strategic Planning - The company plans to enhance its supply chain for traditional water cooling products while focusing on new areas such as energy storage, server liquid cooling, and thermal management for new energy vehicle batteries [5]. - The company is committed to maintaining transparent communication with investors and adhering to information disclosure regulations, ensuring no significant undisclosed information leaks occurred during investor interactions [5].
高澜股份(300499) - 2021年11月25日投资者关系活动记录表