With the development of society and economy, technological innovation has become an important engine for promoting modernization construction, and "technology should take the lead" has become a widely accepted consensus. Advanced technology development directions represented by "artificial intelligence" and "low-altitude economy" have received continuous attention, and companies in related industry chains have also ushered in a new round of development opportunities.
"Thermal management" is everywhere, and demand drives a huge market space
"Thermal management", as the "sweat gland" of modern industry, has become a common intersection of multiple industry chains in the process of new round of technological development, playing an irreplaceable role.
With the rapid evolution of new generation technologies such as artificial intelligence, cloud computing, and big data, applications such as smart cities, digital government, industrial internet, and 5G scenario have achieved rapid development. As the infrastructure of data storage and computing, the demand for data centers has been rapidly increased.
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At the same time, the high host density and high power operation characteristics of data centers have also put forward strong demands for thermal management. Some industry insiders said that more than 55% of chip failures are caused by heat transmission failure or temperature rise. As the infrastructure of computing power, data centers need to ensure the best operation state of equipment and extend the service life. In the current situation where chip power is continuously increasing, the demand for "thermal management" will continue to increase. According to relevant calculations, it is expected that by 2025, the scale of China's data center temperature control market is expected to reach 40 billion yuan.
In addition, in the "low-altitude economy" field, which is highly concerned by the market, thermal management is also indispensable. Taking unmanned aerial vehicles and eVTOL as examples, compact structural design, rapid charging and discharging characteristics, etc., all require effective thermal management to maintain their safe and efficient operation.
Not only that, in recent years, in the emerging technology fields such as energy storage and super charging, which have achieved rapid development, based on the rigid demand for stability and safety, the market space related to "thermal management" is expected to be driven and continuously improved.
Business boundaries continue to expand, and Yinlun builds a "platform-type" thermal management enterprise
As a well-known leader in thermal management, Yinlun has been working in this field for more than 40 years, accumulating rich technical experience, and has achieved excellent results in multiple fields with its forward-looking strategic thinking.
In the commercial vehicle field, Yinlun has become a domestic leading enterprise; at the same time, with the wave of automotive electrification and intelligence, the company actively expands "new energy thermal management", and successfully builds passenger car business as the company's second growth curve, providing new growth momentum for the company's continuous and rapid development.In recent years, Yinlun Shares has been developing towards a "platform-type" thermal management enterprise, actively expanding its business boundaries, continuously seeking new growth drivers, and creating strategic profit growth points for the company itself.
Public information shows that in recent years, Yinlun Shares has vigorously explored the blue ocean market, increased R&D investment in the digital and energy fields, actively researched and innovated around emerging technology fields such as data centers, energy storage, and liquid-cooled ultra-fast charging, and actively expanded the company's "third growth curve."
According to the company's announcements, in the field of data center thermal management, Yinlun Shares has launched a series of products such as data center generator cooling modules and server immersion liquid-cooled equipment. In August this year, Kaishan Yinlun, a holding subsidiary of Yinlun Shares, successfully obtained an order for 108 sets of liquid-cooled cooling systems for BTB computing centers from a certain data center overall solution service provider, achieving a breakthrough in the company's data center thermal management field.
In addition, in September this year, Yinlun Shares also obtained a large-scale cooling module project positioning from a certain internationally renowned machinery equipment company. It is understood that the project is applied to data centers and will start mass production in the third quarter of 2024, becoming an important milestone for the company's "digital and energy thermal management" third growth curve.
Not only that, according to the institutional research minutes disclosed by Yinlun Shares, in the "low-altitude economy" field, the company has also established business cooperation with low-altitude aircraft customers and has obtained multiple thermal management project positioning.
In this regard, some analysts believe that in recent years, with the landing of multiple positioning and orders, Yinlun Shares' "third growth curve" is gradually growing and strengthening, and is expected to become another strong growth point for the company in the future; at the same time, as the fields involved in the products continue to be explored, Yinlun Shares' business boundaries are continuously expanding with the frontier technology fields, and Yinlun Shares' growth goal of "platform thermal management" is gradually being realized.
It is worth noting that according to relevant information such as the Shenzhen Stock Exchange Interactive Easy and institutional research announcements, while creating the "digital and energy thermal management" third growth curve, Yinlun Shares has also carried out cutting-edge technology research in fields such as artificial intelligence and robotics, actively exploring technology routes and application scenarios, and has accumulated multiple technology patents, laying out the "fourth growth curve" for the company's medium and long-term development.
As a technology company certified as a "high-tech enterprise," Yinlun Shares' scientific and technological innovation and achievement transformation capabilities have been widely recognized. With the development of emerging technology fields today, Yinlun Shares has always used a forward-looking perspective to actively explore and expand the application boundaries of thermal management technology, continuously creating new growth drivers for the company, and its future development is worth looking forward to.
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