2025 年 8 月 13 日，公司股票收盘价格为 38.95 元/股，处于历史高位， 鉴于公司股票价格短期涨幅较大，敬请广大投资者注意二级市场交易风险，理性 决策，审慎投资。 公司 2024 年年度归属于上市公司股东的净利润同比减少 10.55%,2025 年第一季度归属于上市公司股东的净利润同比减少 3.95%。敬请广大投资者注意 公司经营业绩下滑风险。 截止 2025 年 8 月 12 日，公司控股股东及实际控制人韩元再先生、韩元 平先生、韩元富先生、王国良先生、徐伟建先生合计持有公司股票 105,448,000 股，占公司股份比例为 64.00%，其余外部流通股占比为 36.00%，相对较小，可 能存在非理性炒作风险，敬请广大投资者注意投资风险。 2025 年 8 月 13 日，公司股票再次涨停，鉴于公司股票价格短期涨幅较大， 现对有关风险提示如下，敬请广大投资者注意投资风险。 | 证券代码：603757 | 证券简称：大元泵业 | 公告编号：2025-033 | | --- | --- | --- | | 债券代码：113664 | 债券简称：大元转债 | | 浙江大元泵业股份有限公司 股票交易风险 ...

Group 1 - The liquid cooling technology is gaining traction due to the increasing demand for efficient heat dissipation in high-density computing environments, with significant stock price increases observed in companies like Southern Pump Industry and Yonggui Electric [1] - Liquid cooling, which utilizes liquid as a heat transfer medium, offers higher thermal conductivity and lower energy consumption compared to traditional air cooling methods, and is categorized into direct and indirect liquid cooling types [1] - Major tech companies such as NVIDIA, Microsoft, Google, and Meta are accelerating the adoption of liquid cooling technology, with NVIDIA's GB300 system featuring a fully liquid-cooled design [1] Group 2 - Liquid cooling technology is expanding beyond GPU servers, with companies like Broadcom integrating it into switch devices, and AMD emphasizing liquid cooling in its MI350 series products [2] - The Chinese liquid cooling server market is projected to grow rapidly, reaching a market size of $2.37 billion in 2024, representing a 67% increase from 2023, with a compound annual growth rate of 46.8% expected from 2024 to 2029 [2] - The demand for liquid cooling solutions is driven by the growth of AI computing needs, leading to a transformation in cooling technologies towards modular and intelligent solutions [3] Group 3 - Companies such as Yingweike, Gaolan Co., and Zhongke Shuguang are recognized as key players in the liquid cooling sector, providing various solutions and components for data centers [3][4] - Yingweike is a leading supplier of liquid cooling solutions for major tech companies, while Gaolan Co. specializes in critical components for energy storage liquid cooling [4] - Other notable companies include Feilong Co., which supplies electronic pumps and temperature control valves, and Oulutong, which showcased a new generation of immersion liquid cooling solutions at a major tech conference [4]

Core Viewpoint - The stock of Dayuan Pump Industry (603757) has experienced a continuous limit-up in closing prices for three consecutive trading days since August 11, 2025, indicating a potential overreaction in market sentiment [1] Company Performance - As of August 13, 2025, the closing price of the company's stock reached 38.95 yuan per share, marking a historical high [1] - The average turnover rate over the past ten trading days was 6.48%, significantly higher than the usual turnover rate, suggesting heightened market activity [1] - The company's net profit attributable to shareholders for the year 2024 is projected to decrease by 10.55% year-on-year [1] - In the first quarter of 2025, the net profit attributable to shareholders is expected to decline by 3.95% year-on-year [1] Shareholding Structure - The controlling shareholder and actual controller collectively hold 105 million shares, accounting for 64.00% of the company's total shares, while the remaining external circulating shares make up 36.00% [1] - There is a potential risk of irrational speculation due to the concentrated shareholding structure [1]

（原标题：突然爆雷，300081，被证监会立案！商业航天掀起涨停潮，高增长概念股出炉） 商业航天发展（000547）路径持续清晰。 恒信东方被证监会立案 8月13日上午，A股大盘指数继续走高，上证指数收盘上涨0.56%，指数超过去年10月8日3674.40点的高 点，创三年多新高。工业气体、光模块、CRO、培育钻石、光芯片、半导体材料等题材领涨。 这些概念股高成长 早盘，商业航天板块掀起涨停潮，烽火电子（000561）、航天科技（000901）、大元泵业（603757）等 多股涨停。近期，商业航天迎来密集催化事件。 8月4日，我国在海南商业航天发射场使用长征十二号运载火箭，成功将卫星互联网低轨07组卫星发射升 空。此前，我国分别在7月27日、7月30日发射两组卫星。此外，8月4日星网完成第七发组网星发射，距 第六/五次发射仅间隔5/8天，发射频率大幅提速。垣信卫星最新招标7次火箭发射服务，总金额13.36亿 元，交付周期至2026年3月。 民生证券认为，卫星互联网产业的发展路径正持续清晰，在制造端，技术革新为规模化生产奠定基础； 在发射端，商业航天发射场的投用与可重复使用火箭技术的发展，将显著降低发射成本、提 ...

Market Overview - A-shares experienced a collective rise, with the Shanghai Composite Index reaching a new high since December 2021 at 3688.09 points, and the ChiNext Index increasing nearly 3% [1] - Hong Kong stocks also strengthened, with major indices rising approximately 2% [1] Military Industry - The military sector saw significant gains, with Aerospace Science and Technology achieving five consecutive daily limit-ups in the past week, and major companies like Dayuan Pump Industry and Great Wall Military Industry also hitting new highs [2] - Analysts noted that the military industry is expected to see substantial changes in fundamentals by 2025, with increased market attention due to frequent military trade achievements and upcoming military parades [2] - The ground equipment segment has outperformed other sectors, with an 81% increase since June, driven by military trade and parade events [2] Brokerage Sector - The brokerage sector showed strong performance, with companies like Great Wall Securities and Guosheng Financial Holdings hitting daily limit-ups [3] - In July, new A-share accounts opened on the Shanghai Stock Exchange reached 1.9636 million, a year-on-year increase of 70.5%, indicating heightened market activity [3] - The margin trading balance surpassed 2 trillion yuan, marking a ten-year high, reflecting improved investor sentiment and willingness to take risks [3] AI Industry Chain - AI-related stocks surged, with companies like Guangku Technology rising 20% to reach a historical high, and others like New Yisheng and Zhongji Xuchuang also achieving new highs [4] - The overseas computing power industry chain is progressing rapidly, with expectations for sustained high demand in the optical module market due to ongoing investments in computing infrastructure [4] - Major global cloud service providers are accelerating the deployment of liquid cooling solutions, which is anticipated to expand into domestic markets as local computing power chips advance [4]

● 浙江大元泵业股份有限公司（以下简称"公司"）股票于2025年8月8日、8月11日、8月12日连续3个交 易日内收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动。 ● 经公司自查并书面征询控股股东及实际控制人，截止本公告披露日，确认本公司不存在应披露而未披 露的重大事项或重要信息。 一、股票交易异常波动的具体情况 登录新浪财经APP 搜索【信披】查看更多考评等级 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个别及连带责任。 重要内容提示： 经公司核实，未发现公司控股股东、实际控制人、董事、监事、高级管理人员在公司本次股票交易异常 波动期间买卖公司股票的情况。 三、相关风险提示 公司股票于2025年8月8日、8月11日、8月12日连续3个交易日内日收盘价格涨幅偏离值累计超过20%， 股价剔除大盘整体因素后的实际波动幅度较大。请广大投资者注意二级市场交易风险，理性决策，审慎 投资。 四、董事会声明及相关方承诺 公司股票于2025年8月8日、8月11日、8月12日连续3个交易日内收盘价格涨 ...

Core Viewpoint - The military industry sector has shown significant strength, with various companies experiencing substantial stock price increases, driven by upcoming military parades and related events [1] Summary by Category Market Performance - As of the report, Zhenlei Technology has risen over 17%, Hailanxin over 10%, and several companies like Zhongdian Xilong and Fenghuo Electronics have hit the daily limit for two consecutive days [1] - Aerospace Technology has achieved five daily limit increases in the past seven days, while Dayuan Pump Industry has seen three consecutive daily limit increases, and Changcheng Military Industry has reached new highs [1] Industry Trends - The military industry is expected to experience significant marginal changes in fundamentals as it approaches 2025, with a notable increase in market attention due to frequent military trade achievements [1] - Historically, military sectors tend to be active around military parades, and the current period leading up to the August parade is crucial for investors [1] Subsector Analysis - According to Minsheng Securities, various subsectors within the military industry will be catalyzed to different extents by the upcoming military parade, with ground equipment showing particularly strong performance this year [1] - From June onwards, ground equipment has outperformed other sectors, with an impressive cumulative increase of 81% as of August 5, driven by military trade and parade-related catalysts [1] Future Development - The upcoming military parade will showcase a new generation of traditional weaponry alongside new combat forces, including unmanned systems, underwater operations, cyber warfare, and hypersonic capabilities [1] - The emphasis on "new generation traditional weaponry" and "new combat forces" indicates a comprehensive development trend for military equipment in the future [1]

Core Viewpoint - The liquid cooling server concept is gaining momentum, with companies like Chunzhong Technology approaching a trading limit and setting historical highs, alongside other firms like Dayuan Pump Industry and Southern Pump Industry also experiencing significant gains [1] Industry Summary - The liquid cooling market is projected to grow rapidly, driven by NVIDIA GPUs and self-developed ASIC chips from cloud service providers [1] - According to Zhejiang Securities, the market size for liquid cooling is estimated to reach approximately 354 billion, 716 billion, and 1,082 billion yuan in 2025, 2026, and 2027 respectively, with the market expected to surpass 1 trillion yuan by 2027 [1]

龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，机构净卖出2311.56万元，营业部席位合计净买入1407.90万元。 大元泵业盘中涨停，已连收3个涨停板，截至9:25，该股报38.95元，换手率0.29%，成交量47.82万股， 成交金额1862.69万元，涨停板封单金额为2.88亿元。连续涨停期间，该股累计上涨33.12%，累计换手 率为11.60%。最新A股总市值达64.17亿元。 4月28日公司发布的一季报数据显示，一季度公司共实现营业总收入3.80亿元，同比增长37.22%，实现 净利润0.39亿元，同比下降3.95%。（数据宝） （文章来源：证券时报网） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.12 | 10.00 | 3.73 | 3307.29 | | 2025.08.11 | 10.01 | 7.58 | 4898.96 | | 2025.08.08 | 1.60 | 7.51 | 1202.88 | | 2025. ...

证券日报网讯 8月12日晚间，大元泵业发布公告称，"大元转债"于2025年8月8日、8月11日、8月12日连 续3个交易日内收盘价格涨幅偏离值累计超过30%，属于可转债交易异常波动情况。经公司自查并书面 征询控股股东及实际控制人，截至本公告披露日，确认本公司不存在应披露而未披露的重大事项或重要 信息。 （编辑 姚尧） ...