Zhejiang Yinlun Machinery Co.Ltd(002126) recently announced the announcement of investor relations interaction. The company received 6 centralized research institutions in February 25th. The company will focus on the early layout and development of the third curve around UHV, geothermal energy, energy storage, wind power generation, hydrogen storage, chemical and data center. At present, it has entered the chip thermal management business of new energy vehicles, and this technology can be extended to the application of data center.
In response to investors’ questions, Zhejiang Yinlun Machinery Co.Ltd(002126) said that with the launch of the national strategic plan of “counting from the east to the west”, the data center will generate a lot of heat energy, which really needs to do a good job in heat management, further expanding the application scope of heat management. The company has cut into the chip thermal management business of new energy vehicles, which can be extended to the application of data center.
It is reported that the company pays attention to the expansion of electronic control products related to thermal management system. At present, electronic fans, electronic water pumps, brushless motors and electronic water valves have been supplied in batches. It will also further expand other electronic control products. At present, the company has formed in-depth cooperation with Byd Company Limited(002594) in thermal management. Its main products include oil cooler, electronic fan, electronic water pump, battery cooler assembly and other products.
In the relevant research questions and answers, Zhejiang Yinlun Machinery Co.Ltd(002126) responded that the company formulated the outline of action plan for Zhejiang Yinlun Machinery Co.Ltd(002126) high quality development 20222025 (Draft) in October 2021, which determined the development priorities of the company in the next few years, including vigorously exploring the blue ocean market in the industrial field and cultivating strategic profit growth points. The company will realize the advance layout and development of the third curve around UHV, geothermal, energy storage, wind power generation, hydrogen production and storage, chemical industry and data center. At present, the company’s industrial heat exchange products mainly include natural air-cooled oil radiator, water-cooled oil cooling module, water-cooled air cooling module, water tank cooling module, geothermal power generation evaporative cooling, energy storage equipment battery thermal management system, etc. The main customers are abb, Cummins, Carter, MTU, etc.
The company attaches great importance to the improvement of profit indicators, and has changed from focusing on scale to focusing on both profit and scale, in which the assessment weight of profit indicators has been increased to more than 50%. To this end, the company has established a leading group for business data tracking management from 2022 to 2025 to track the company’s business data in time and do a good job in relevant analysis, judgment, assessment, empowerment and support. The focus is to grasp the tracking and assessment of the business data of each business entity, especially the profit index. Insist on speaking with data and results, and do a good job in the implementation of accountability and reward.
