Goaland(SZ:300499)2022-12-04 09:02Company Overview - The company is Guangzhou Highlan Energy Technology Co., Ltd., listed under stock code 300499 [1][2]. - The investor relations activity took place on December 26, 2019, in Guangzhou [9]. Product Applications - Highlan's products are primarily used in high-voltage direct current transmission, renewable energy, flexible AC transmission, and large power electrical drives [3]. - The company is expanding into sectors such as petrochemicals, rail transportation, automotive electronics, military shipbuilding, and thermal management for new energy vehicles [3]. Competitive Position - Highlan possesses a complete business system encompassing R&D, design, manufacturing, marketing, and after-sales service, with a strong production scale and extensive customer base [3]. - The company has a high brand recognition and market reputation, positioning itself among the industry leaders with strong market influence and independent innovation capabilities [3]. Cooling Products - Highlan's server liquid cooling products include: 1. Integrated server water cooling heat exchangers with patented designs [5]. 2. 300KW liquid cooling CDU with dimensions 1000×1000×2000mm, capable of cooling 2-10 server cabinets, with a heat exchange efficiency of 300KW and a PUE of approximately 1.1 [5]. 3. 15KW and 6KW liquid cooling CDUs with similar dimensions and performance metrics [5][7]. 4. Immersion liquid cooling systems with a heat exchange efficiency of 30KW and a PUE of approximately 1.06 [7]. Energy Efficiency - Data center cooling energy consumption for air cooling is about 30% of total energy use, while Highlan's plate liquid cooling consumes less than 10% [7]. - The PUE values for Highlan's liquid cooling systems are 1.1 for plate cooling and 1.06 for immersion cooling [7]. Future Strategy - The company aims to solidify its existing business and maintain market advantages while expanding into new fields such as military, petrochemical, shipbuilding, and nuclear energy [8]. - Highlan plans to enhance its server liquid cooling technology and accelerate the development of integrated thermal management solutions for new energy vehicle battery systems [8].