证券代码：603090 证券简称：宏盛股份 公告编号：2026-001 无锡宏盛换热器制造股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责 任。 重要内容提示： 股东持股的基本情况：截止本公告日，常州市中科江南股权投资中心 （有限合伙）（以下简称"常州中科"）持有无锡宏盛换热器制造股份有限公司（以 下简称"公司"）股份 1,859,400 股，占公司总股本的 1.8594%。上述股份全部 来源于公司首次公开发行股票前取得的股份，并于 2017 年 8 月 31 日解除限售。 1 减持计划的主要内容： 1、减持的股份来源：公司首次公开发行股票前取得的股份； 5、减持方式：通过集中竞价交易和大宗交易； 2、减持原因：资金需求； 根据《上市公司创业投资基金股东减持股份的特别规定》和《上海证券交 易所上市公司创业投资基金股东减持股份实施细则（2020 年修订）》，常州中科 已通过中国证券投资基金业协会的政策备案申请，可适用下列减持规定： 3、减持数量、减持比例：拟减持不超过 1,859,400 ...

南财智讯1月6日电，宏盛股份公告，常州市中科江南股权投资中心（有限合伙）持有公司股份185.94万 股，占公司总股本的1.8594%。因资金需求，常州中科计划通过集中竞价交易和大宗交易方式减持不超 过185.94万股，即不超过公司总股本的1.8594%。其中，集中竞价交易减持不超过100万股，大宗交易减 持不超过85.94万股。减持期间为2026年1月28日至2026年4月27日，减持价格将按市场价格确定。本次 减持计划符合相关法律法规及规范性文件的规定，且与此前已披露的承诺一致。 ...

Group 1 - The core point of the article is the establishment of Wuxi Xingyuan Tong Electric Co., Ltd., which focuses on manufacturing and sales of electrical equipment and artificial intelligence software development [1] Group 2 - The company's business scope includes manufacturing of distribution switch control equipment, sales of intelligent power distribution and control equipment, and development of artificial intelligence application and foundational software [1] - Wuxi Xingyuan Tong Electric Co., Ltd. is jointly owned by Wuxi Hongsheng Heat Exchange System Co., Ltd. and Wuxi Hongsheng New Energy Operation Technology Co., Ltd., both subsidiaries of Hongsheng Co., Ltd. [1]

为什么在当前时间点再次重点推荐宏盛股份？ 宏盛股份 20151223 摘要 液冷行业迎来元年，2026 年头部数据中心将全面采用液冷技术， GB200 已应用。国产供应链加速入局，如英威腾进入 ASIC 供应链，行 业并购频繁，如领益收购利敏达，蓝思收购东阳光，液冷板块快速扩容。 液冷投资逻辑重在业绩兑现，优先考虑能从海外链拿到订单的企业。英 维克直接供应谷歌和英伟达，成为北美市场一级供应商。飞龙、宏盛、 科创新源和奕东电子等通过零部件供应或代工实现业绩。 宏盛股份数据中心业务表现突出，2025 年 Q4 投资收益增加，预计 2026 年 Q2 达增速高点。公司为广达代工，并拓展其他台资厂商，开发 CDU 整体解决方案，已为台达打样，增长潜力显著。 预计宏盛股份 2026 年利润约为 2.5~3 亿元，按 30~40 倍市盈率计算， 市值有望达 100 亿元，实现翻倍增长。中长期来看，公司具备持续增长 潜力，2027、2028 年仍能保持较好业绩。 数据中心液冷技术趋势是功率密度提升带来需求增加，GB300 及谷歌自 2026 年起将全面采用液冷技术。单向冷板式方案成熟，静默式方案或 远期应用。芯片功耗和机柜 ...

Caroline、AIVEI五个自主品牌的中高端女装设计、生产和销售 量兴股份 1、公司地处福建福州,为国内金属包装易拉罐龙头,子公司中山昇兴拥有红牛安奈吉 十年代加工权;2、公司制罐技术行业领先,4680电池壳与罐体形状类似,公司或通 过现有设备改进制造4680电池壳,跨界进入锂电行业 英利汽车 公司实控人及控股股东均为中国台湾籍及台资背景,专注汽车零部件的轻量化,主要产 品包含仪表板骨架、防撞梁、门槛、EV电池下壳体等 三木集团 4天2板 旗下控股子公司福建融达通供应链管理有限公司,是福州跨境电商公共服务平台、跨境 电商保税监管物流中心主要运营方,为跨境电商提供一站式平台对接方案 永悦科技 > 公司位于福建省泉州市，全资子公司盐城永悦作为一家新兴的工业无人机产品整机生产 制造商和服务提供商,围绕"整机制造+场景应用",可生产覆盖多个应用场景的多种 无人机产品,目能够提供OEM和ODM两种生产服务模式 瑞大期货 福建省首家获得金融期货经纪业务资格的期货公司 厦门国贸 公司主营框架是"供应链+地产+金融",厦门最早做大宗品贸易的公司 青山纸业 1、综合性造纸上市公司,实控人福建省国资委;公司主要产品为"青山牌 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 920662 | 方盛股份 | 4 | 12.27 | 29.24 乙 | 68.15 | | 300870 | 欧陆通 | 1 | 11.38 | 276亿 | 137.26 | | 603090 | 宏盛股份 | 演 | 10.01 | 61.67亿 | 256.74 | | 301268 | 铭利达 | 1 | 9.39 | 77.88 Z | 17.31 | | 300709 | 精研科技 | 1 | 8.13 | 89.82 (Z | 20.51 | | 002837 | 英维克 | 1 | 7.88 | 1094 Z | 262.69 | | 301248 | 杰创智能 | 1 | 7.70 | 49.00亿 | 100.89 | | 300351 | 永贵电器 | 1 | 7.66 | 72.69亿 | 5.77 | | 301123 | 奕东电子 | 1 | 7.51 | 183亿 | 282.19 | | 603083 | 剑桥科技 | ...

证券日报网讯12月22日，宏盛股份（603090）在互动平台回答投资者提问时表示，截至2025年12月19日 股东数是12814户。 ...

Investment Rating - The industry investment rating is "Accumulate" (maintained) [1] Core Insights - The establishment of Vertiv's East China R&D and manufacturing base in Suzhou signifies a rapid increase in global demand for cooling solutions in computing power, particularly driven by the growth in AI computing [1] - The rise in server power density has transformed liquid cooling from an optional solution to a necessity, with projections indicating that the computing server market could exceed 100 billion by 2026-2027 [2] - Vertiv's expansion aims to overcome current capacity bottlenecks, leveraging the robust supply chain in the Yangtze River Delta region, which is home to numerous suppliers of critical components [3] Summary by Sections Industry Potential - The establishment of Vertiv's manufacturing base indicates a significant uptick in demand for liquid cooling solutions, particularly in the context of AI computing [1] Market Dynamics - The liquid cooling market is expected to see substantial growth, with leading companies like Vertiv demonstrating confidence in the long-term prospects of this sector [2] - The introduction of more suppliers into the NV open RVL list and the maturation of the ASIC server supply chain present opportunities for domestic liquid cooling suppliers to gain market share [2] Company Expansion - Vertiv's expansion is a strategic move to address capacity constraints and enhance its competitive edge by integrating local suppliers into its supply chain [3] Investment Recommendations - Recommended companies include: - Vertiv as a leading thermal control provider with strong North American client progress - Hongsheng Co., specializing in plate-fin heat exchangers - Neway Valve, a leader in the valve sector - Additional companies to watch include Feilong Co., Kexin New Source, Yidong Electronics, and Feirongda [4]

Market Overview and Sector Characteristics - The Shanghai Composite Index closed up by 1.19%, while the Shenzhen Component Index fell by 2.40%, with the median change in A-shares being an increase of 0.61% [1] - A total of 49 stocks hit the daily limit up, an increase of 7 from the previous day, while 19 stocks hit the limit down, an increase of 4 [2] Industry Characteristics - The sectors with the most limit-up stocks today were communication equipment, specialized equipment, and general equipment [3] - In the communication equipment sector, 5 stocks reached the limit up, driven by accelerated 5G construction and AI computing demand [4] - The specialized equipment sector saw 4 stocks limit up, supported by policy backing and recovering orders [4] - The general equipment sector had 3 stocks limit up, boosted by policy support for equipment upgrades and enhanced manufacturing recovery expectations [4] Concept Characteristics - The most represented concepts among limit-up stocks were optical communication, liquid cooling servers, and consumer sectors [5] - In the optical communication concept, 7 stocks hit the limit up, benefiting from the explosive demand for AI computing and the acceleration of 800G optical module shipments [5] - The liquid cooling server concept also had 7 stocks limit up, as liquid cooling technology becomes the mainstream solution for heat dissipation due to AI computing demand [5] - The consumer sector had 6 stocks limit up, supported by policy stimulus and the year-end consumption peak, with strong expectations for consumer potential [5] Limit-Up Stock List - Among the limit-up stocks, 3 reached historical highs, including Yingweike, Ping An Electric, and Huanxu Electronics [6] - 10 stocks reached near one-year highs, including Shengtong Energy, Jiamei Packaging, and others [7][8] Main Capital Flow - The top 5 stocks with the highest net inflow of main capital among limit-up stocks were Yingweike, Guojiji Heavy Industry, Guangxun Technology, ShenNan Circuit, and Meinian Health [9][10] - The stocks with the highest net inflow as a percentage of market value included Wangzi New Materials, Nanjing Business Travel, and others [10] Continuous Limit-Up Situation - There were 41 first-limit stocks today, with 5 stocks achieving a second limit up and 3 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the most consecutive limit ups included Baida Group, Shengtong Energy, and others [11]

Summary of Liquid Cooling Industry Conference Call Industry Overview - The liquid cooling industry is experiencing significant growth driven by the surge in data center cooling demands and stricter PUE (Power Usage Effectiveness) regulations. The global AIDC (Artificial Intelligence Data Center) liquid cooling market is projected to reach approximately 110-115 billion RMB by 2026 [1][9]. Key Points and Arguments - **Market Dynamics**: The cost of cooling systems is expected to double to around 10% of total costs due to rapid server iterations. For instance, the value of server modules increased from $75,000 to $95,000, a 20% rise, as the GB300 phase introduced independent cold plates for each GPU [9][10]. - **Liquid Cooling Technology**: The technology is categorized into indirect contact, direct contact, and spray cooling. The single-sided cold plate is dominant in the North American market, while the Inrow model is suitable for new data centers, and the Inrack model is for retrofitting existing centers [2][6][7]. - **Key Components**: Liquid cooling plates are critical components, with significant technical barriers in the design and manufacturing of microchannel plates. These plates enhance heat transfer but require high stability and leak-proof performance [3][8][12]. Emerging Opportunities - **Domestic Supply Chain**: The opening of supplier permissions by NVIDIA in the GB300 phase allows domestic suppliers to enter the market, increasing the demand for cost-effective solutions as NVIDIA shifts towards cloud services [10][11]. - **Company Performance**: Leading companies like Yingwei and Hongsheng are expected to achieve significant performance milestones by 2026. Yingwei's market value is projected to reach 150 billion RMB, while Hongsheng's profits are expected to exceed 300 million RMB [3][5][14]. Additional Insights - **Technological Challenges**: The manufacturing of microchannel plates faces challenges such as low yield rates and high costs due to complex processes. Companies are actively experimenting to find efficient and cost-effective solutions [12][13]. - **Competitive Landscape**: Yingwei is recognized as a leading player with substantial orders from major clients like Google, while Hongsheng is positioned well within the supply chain, indicating a competitive edge in the liquid cooling market [14]. Conclusion - The liquid cooling industry is poised for rapid growth, driven by technological advancements and market dynamics. The shift towards domestic supply chains and the performance of key players will be crucial in shaping the future landscape of this industry [4][10].