Recently, Jia Li Tu (stock code: 603912), a leading Chinese provider of thermal management solutions for data centers, issued a profit warning, forecasting a net loss for 2025. This announcement has drawn significant market attention. The company attributed the projected loss to multiple factors: intensifying industry competition has pressured product pricing and eroded gross margins; meanwhile, increased investments in new business initiatives and R&D have yet to yield meaningful returns in the short term. Additionally, macroeconomic volatility, project delivery delays, and extended customer payment cycles have further strained cash flow and profitability.Despite these near-term challenges, Jia Li Tu emphasized its continued progress in cutting-edge areas such as liquid cooling and intelligent thermal control systems, with established partnerships with several major data center operators. Management described 2025 as a pivotal year for strategic realignment, focusing on high-value products, cost optimization, and improved accounts receivable management, with the goal of returning to profitability in 2026.Investors are advised to view the short-term performance dip rationally and instead focus on the company’s long-term technological capabilities and market potential in green data centers and AI computing infrastructure.
近日，国内数据中心温控设备龙头企业佳力图（股票代码：603912）发布业绩预告，预计2025年将出现净利润亏损。这一消息引发市场广泛关注。公司表示，亏损主要受多重因素影响：一方面，行业竞争加剧导致产品价格承压，毛利率持续下滑；另一方面，公司在新业务拓展和研发投入方面加大投入，短期内尚未形成有效收益。此外，宏观经济环境波动、部分项目交付延迟以及客户回款周期延长等因素也对现金流和利润构成压力。尽管面临短期挑战，佳力图强调其在液冷、智能温控等前沿技术领域的布局仍在稳步推进，并已与多家头部数据中心运营商建立合作关系。公司管理层表示，2025年是战略调整的关键年，未来将聚焦高附加值产品、优化成本结构，并加强应收账款管理，力争在2026年实现扭亏为盈。投资者需理性看待短期业绩波动，关注公司在绿色数据中心、AI算力基础设施等长期赛道上的技术积累与市场潜力。
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