证券代码：603391 证券简称：力聚热能 公告编号：2026-003 浙江力聚热能装备股份有限公司 关于使用暂时闲置的募集资金进行现金管理 到期赎回并继续进行现金管理的进展公告 本公司董事会及全体董事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： 基本情况 | 产品名称 | 大额存单、收益凭证 | | --- | --- | | 受托方名称 | 农业银行、中信银行、中信证券 | | 购买金额 | 26,000 万元 | | 赎回金额 | 万元 22,000 | | 产品期限 | 3 个月 | | 特别风险提示（如有请勾选） | 其他：不适用 | 已履行的审议程序 浙江力聚热能装备股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日 召开第二届董事会第七次会议和第二届监事会第五次会议，审议通过《浙江力聚 热能装备股份有限公司关于使用暂时闲置募集资金进行现金管理的议案》，同意 公司使用不超过 40,000 万元（含 40,000 万元）的暂时闲置募集资金，购买安全 性高、流动性好的理财产品，包括银行、证券公司等金融机构发 ...

证券代码：603391 证券简称：力聚热能 公告编号：2026-002 浙江力聚热能装备股份有限公司 关于使用暂时闲置的募集资金进行现金管理 到期赎回并继续进行现金管理的进展公告 本公司董事会及全体董事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： 基本情况 产品名称 大额存单 受托方名称 农业银行 购买金额 10,000 万元 赎回金额 10,000 万元 产品期限 3 个月 特别风险提示（如有请勾选） 其他：不适用 已履行的审议程序 浙江力聚热能装备股份有限公司（以下简称"公司"）于 2025 年 8 月 20 日 召开第二届董事会第七次会议和第二届监事会第五次会议，审议通过《浙江力聚 热能装备股份有限公司关于使用暂时闲置募集资金进行现金管理的议案》，同意 公司使用不超过 40,000 万元（含 40,000 万元）的暂时闲置募集资金，购买安全 性高、流动性好的理财产品，包括银行、证券公司等金融机构发行的理财产品， 有效期自董事会审议通过之日起 12 个月，在额度内可以滚动使用。在上述额度、 期限范围内，董事会授权公司董事长在上 ...

Group 1 - The core point of the article is that as of February 13, 2026, the number of shareholders for Lijv Energy is 5,659 [2]

Group 1 - The company, Lijun Thermal Energy (603391), reported that as of February 10, 2026, the latest number of shareholders is 6,919 [1]

Group 1 - The core point of the article is that Lijun Thermal Energy (603391.SH) experienced a stock price increase of 4.84%, reaching a historical high of 76.680 yuan, with a total market capitalization of 6.978 billion yuan [1]

Core Viewpoint - The financial performance of Lijun Thermal Energy shows a decline in revenue and net profit, indicating potential challenges ahead for the company [2]. Group 1: Financial Performance - As of January 30, Lijun Thermal Energy reported a revenue of 522 million yuan for the period from January to September 2025, representing a year-on-year decrease of 12.29% [2]. - The net profit attributable to the parent company for the same period was 56.3 million yuan, down 60.49% year-on-year [2]. - Cumulative cash dividends paid by Lijun Thermal Energy since its A-share listing amount to 227 million yuan [3]. Group 2: Shareholder and Market Activity - As of February 9, the number of shareholders for Lijun Thermal Energy was 6,882, a decrease of 6.29% from the previous period [2]. - The average number of circulating shares per shareholder increased by 6.71% to 3,305 shares [2]. - On February 9, Lijun Thermal Energy's stock price increased by 1.76%, with a trading volume of 347 million yuan [1]. Group 3: Financing and Margin Trading - On February 9, Lijun Thermal Energy had a financing buy-in amount of 23.84 million yuan, with a net financing buy of -15.17 million yuan [1]. - The total margin trading balance for Lijun Thermal Energy was 123 million yuan, accounting for 7.38% of its market capitalization [1]. - The company had a margin balance that exceeded the 70th percentile of the past year, indicating a high level of margin trading activity [1].

Group 1 - The core point of the article is that the company, Lijun Thermal Energy (603391), reported that as of January 30, 2026, the number of shareholders is 6,882 [1]

Core Viewpoint - The specialized equipment sector experienced a slight increase of 0.67% on January 30, with Oat Technology leading the gains, while the overall Shanghai Composite Index fell by 0.96% [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4117.95, down 0.96% [1]. - The Shenzhen Component Index closed at 14205.89, down 0.66% [1]. - Oat Technology (688312) saw a significant increase of 13.17%, closing at 38.85, with a trading volume of 101,100 shares and a transaction value of 376 million [1]. - Other notable gainers included: - Lijun Thermal (603391) up 10.00% to 69.71 [1]. - Tianqi Co., Ltd. (002009) up 10.00% to 28.38, with a trading volume of 949,100 shares and a transaction value of 2.581 billion [1]. - Keda Manufacturing (600499) up 8.79% to 17.69, with a trading volume of 1,414,500 shares and a transaction value of 2.429 billion [1]. Group 2: Capital Flow - The specialized equipment sector saw a net outflow of 236 million from institutional investors, while retail investors contributed a net inflow of 946 million [2]. - The capital flow for specific stocks included: - Invek (002837) had a net inflow of 101.1 million from institutional investors but a net outflow of 650 million from retail investors [3]. - Tianqi Co., Ltd. (002009) had a net inflow of 36.9 million from institutional investors but a net outflow of 19.7 million from retail investors [3]. - Keda Manufacturing (600499) had a net inflow of 78.3 million from institutional investors, with significant outflows from retail investors [3].

Core Viewpoint - The stock price of Lijun Thermal Energy has shown fluctuations, with a current price of 64.66 CNY per share, reflecting a year-to-date decline of 1.24% and a recent five-day drop of 2.55% [1] Group 1: Company Overview - Lijun Thermal Energy Equipment Co., Ltd. is located in Huzhou, Zhejiang Province, established on June 27, 2006, and listed on July 31, 2024 [1] - The company specializes in the research, production, and sales of hot water and steam boilers, primarily for heating, domestic water supply, and industrial steam needs [1] - The revenue composition of the company includes 93.56% from industrial boilers, 6.17% from maintenance and energy management contracts, and 0.27% from other sources [1] Group 2: Financial Performance - For the period from January to September 2025, Lijun Thermal Energy reported a revenue of 522 million CNY, a year-on-year decrease of 12.29%, and a net profit attributable to shareholders of 56.3 million CNY, down 60.49% year-on-year [1] - The company has distributed a total of 227 million CNY in dividends since its A-share listing [2] Group 3: Shareholder and Market Activity - As of January 20, 2025, the number of shareholders for Lijun Thermal Energy was 7,344, an increase of 3.15% from the previous period, with an average of 3,097 circulating shares per shareholder, a decrease of 3.05% [1] - The top ten circulating shareholders have seen changes, with Taikang Quality Life Mixed A and Taikang Strategy Preferred Mixed exiting the list [2]

Core Insights - The article highlights advancements in energy-efficient boiler technology and waste management in Zhejiang, showcasing the integration of innovative solutions to reduce carbon emissions and enhance sustainability [1][2][3][4] Group 1: Boiler Technology Innovations - Zhejiang Liju Thermal Energy Equipment Co., Ltd. has developed a boiler that combines the durability of fire-tube boilers with the flexibility of water-tube boilers, achieving energy savings of up to 15% and electricity savings exceeding 50% compared to traditional horizontal steam boilers [1] - The core technology of the pilot project involves direct electric heating of water or molten salt, allowing for large-scale heat storage and efficient energy use, with a single project capable of consuming 600,000 kWh of electricity and storing 2.5 million kWh of thermal energy [2] - During the 14th Five-Year Plan period, Zhejiang has eliminated 13,000 coal-fired boilers with a capacity of 35 tons/hour or less, resulting in a reduction of over 40 million tons of CO2 emissions, equivalent to planting approximately 1.8 billion trees [2] Group 2: Regulatory and Collaborative Efforts - Zhejiang's regulatory approach has evolved from a focus solely on safety to a comprehensive model that integrates safety, energy efficiency, and environmental protection, particularly through the implementation of the GEF project [3] - The province is establishing a full lifecycle regulatory technology system for high-energy-consuming equipment, focusing on boiler efficiency improvements and cost reductions through collaborative industry efforts and a "production, learning, research, and application" integrated platform [3] - The Zhejiang Market Supervision Administration aims to deepen the local and scalable application of GEF project outcomes, promote cross-industry and cross-regional sharing of boiler energy-saving experiences, and enhance international cooperation for global ecological governance [4]