拉亚瓦拉普博士（47岁）也是国大设计与工程学院高级研究员，据他介绍，Thiospark成立于今年7月，并且在国大过去10多年电池技术研发基础上，研发出一种可实现超过500次充放电周期的无人机电池，比普通锂离子电池高出一倍，但重量却轻了约30％。

外销贡献收入基本盘。预计公司海外7-8 月基本延续上半年趋势，9 月受到运费、终端需求等影响增速有所回落。净水系列产品在北美渗透率高，北美强消费力+反渗透膜更换需求促使公司区域增速较高。关税及贸易摩擦方面，公司关税分产品预计为0-25%，此轮没有被额外加征关税，北美子公司具备美国、加拿大产能、仓库，可直接应对美国关税问题。

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