Pre-market call again [Dongfang Electric Heating]: Robot Liquid Cooling Thermal Modules Begin Batch Delivery, Ushering in Era of Scaled Production!

English summary

Event: On July 27, the WeChat official account of subsidiary Wenqing Intelligent Control released that the self-developed robot liquid cooling thermal module T-BOX 1000 has completed the first batch delivery of 100 units, marking the formal transition from technical verification to scaled production. Meanwhile, the company's dedicated production line for robot thermal modules will be officially put into operation at the end of September, with an annual capacity target of more than 10,000 units and output value exceeding 100 million! Industry level: Robots have officially entered the era of mass production, and thermal management has changed from 'optional' to 'mandatory'. #It is a key bottleneck determining whether robots can be widely applied, and industry attention is significantly underestimated. Company level: The company's 'system-level robot liquid cooling thermal modules' are mainly used for cooling joints, battery packs, computing units, etc. #It was the first to propose overall robot thermal management solutions, the only one to achieve batch orders, with ASP exceeding 10,000! Domestic head customers such as Zhiyuan have landed mass production orders, and customers like Qiteng are about to ramp up. Market cap elasticity: ①Main business: 26-year earnings reversal, profit of 250 million, given 25x, corresponding to 6.2 billion market cap;…