算力设备系列:热管理设备(一)-以“摩丁制造”为鉴 看汽零热管理企业拓展路径

山西证券股份有...
25 Jul

投资要点:摩丁制造是全球领先的热管理解决方案提供商。公司成立于1916 年,2024 财年营收24.08 亿美元、调整后的EBITDA 3.14 亿美元,在全球有11000余名员工。公司提供热交换技术、液冷系统和高效热管理解决方案,应用于数据中心、汽车、建筑、能源、电动车等领域。2020 年以来,摩丁制造成功的从汽车热管理零部件公司转型为汽车、工业、数据中心多领域的综合热管理公司。疫情冲击及中国...

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