| 证券代码：002126 | 证券简称：银轮股份 | 公告编号：2026-009 | | --- | --- | --- | | 债券代码：127037 | 债券简称：银轮转债 | | 浙江银轮机械股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 浙江银轮机械股份有限公司（以下简称"公司"，证券简称：银轮股份，证券代码： 002126）股票连续三个交易日（2026 年 2 月 3 日、2026 年 2 月 4 日、2026 年 2 月 5 日） 收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易规则》相关规定，属于 股票交易异常波动的情况。 二、公司关注、核实情况说明 一、股票交易异常波动的情况介绍 针对公司股票交易异常波动，公司对有关事项进行了核查，并通过书面、电话问询 方式，对公司控股股东及实际控制人就相关问题进行了核实，现将相关情况说明如下： 1、截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响 的未公开重大信息。 3、近 ...

银轮股份发布异动公告，公司股票连续三个交易日（2026年2月3日、2026年2月4日、2026年2月5日）收 盘价格涨幅偏离值累计超过20%。经核查，公司前期披露的信息无需更正补充，近期无可能影响股价的 未公开重大信息，生产经营正常，内外部环境未发生重大变化，不存在应披露而未披露的重大事项或筹 划阶段事项，控股股东及实际控制人在异常波动期间未买卖公司股票。公司计划于2026年4月15日披露 《2025年年度报告》，敬请广大投资者理性投资，注意风险。声明：市场有风险，投资需谨慎。本文为 AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

Summary of Silver Wheel Co., Ltd. Conference Call Company Overview - **Company**: Silver Wheel Co., Ltd. (银轮股份) - **Industry**: Heat exchangers, gas power generation, automotive, data center cooling, robotics Key Points Industry and Market Opportunities - **Gas Power Generation**: Companies like Caterpillar are actively expanding gas generator capacity to meet rising electricity demand driven by AI advancements. Caterpillar plans to increase gas engine production to 2,000 units, corresponding to approximately $3 billion in revenue, creating market opportunities for Silver Wheel and similar companies [2][3] - **Projected Revenue**: Silver Wheel anticipates a long-term revenue potential of 5 billion RMB from the gas generator heat exchanger market, with a net profit target of 1 billion RMB, indicating significant growth potential [2][3] Business Segments - **Commercial Vehicle Sector**: Benefiting from strong performance in the heavy truck market and vehicle replacement policies, with expectations for stable growth in 2026 [2][5] - **Passenger Vehicle Sector**: Growth expected through increased overseas market share and product upgrades, contributing to overall performance in 2026 [2][5] - **Data Center Liquid Cooling**: Recognized as a key growth area, with technical advantages in internal components (heat exchangers) for liquid cooling systems. Partnerships with major clients like Google, Amazon, Meta, and Nvidia are expected to drive explosive demand for cooling solutions [2][6][8] Financial Projections - **Profit Contributions**: By 2026, the main business segments are projected to contribute approximately 1.1 to 1.2 billion RMB in profit, with the liquid cooling business expected to generate 1 billion RMB in revenue and 200 million RMB in profit [4][11] - **Market Valuation**: The main business and liquid cooling operations are expected to support a market valuation of approximately 250 billion RMB, with the liquid cooling segment alone potentially reaching a valuation of 100 billion RMB [11] Robotics Sector - **Heat Management Technology**: Silver Wheel is applying heat management technology in robotic joint assemblies, gaining recognition in the North American market. This differentiation is expected to enhance competitive advantages in the robotics sector [4][9][10] Future Growth Potential - **Long-term Outlook**: The company has significant growth potential, particularly in gas generator heat exchangers and robotic joint assemblies. The combination of main business, liquid cooling, and robotics positions Silver Wheel for potential market capitalization doubling [12] Strategic Partnerships - **Collaboration with Huawei**: Development of domestic CDU assembly projects and expansion into overseas markets are part of the strategy to solidify domestic leadership and accelerate international growth [6][8] Additional Insights - **Market Trends**: The data center liquid cooling market is anticipated to experience rapid expansion due to the shift towards more efficient cooling solutions, driven by the increasing deployment of advanced chips [8] - **Competitive Landscape**: Silver Wheel's strong market position is supported by its long-standing relationships with major international companies, which enhances its competitive edge in the heat exchanger market [3][4]

Core Viewpoint - On February 4, the Shanghai Composite Index rose by 0.85%, while the Shenzhen Component Index increased by 0.21%, and the ChiNext Index fell by 0.4%. Notably, 52 stocks appeared on the daily trading list, with significant net inflows into Silver Wheel Co., Ltd. (002126.SZ) amounting to 237 million yuan [1][2]. Group 1: Stock Performance - Silver Wheel Co., Ltd. saw the highest net buying amount of 237 million yuan, accounting for 9.16% of the total trading volume, and closed up by 10.01% with a turnover rate of 7.56% [2][4]. - The stock with the highest net outflow was GCL-Poly Energy Holdings Limited (002506.SZ), which experienced a net selling of 421 million yuan, representing 7.83% of the total trading volume, and closed up by 9.88% with a turnover rate of 25.1% [4][5]. Group 2: Institutional Activity - On February 4, 34 stocks on the trading list had institutional participation, with institutions collectively net selling 601 million yuan. Specifically, 13 stocks were net bought, while 21 stocks were net sold [5][6]. - The stock with the highest institutional net buying was China International Marine Containers (Group) Co., Ltd. (000039.SZ), which closed up by 10.03% with a turnover rate of 7.25% [6]. Group 3: Northbound Capital - Northbound capital participated in 28 stocks on the trading list, with a total net outflow of 680 million yuan. The net buying was concentrated in Zhejiang Wenlian (600986.SH) with a net inflow of 139 million yuan, while the highest net outflow was from Silver Mining Co., Ltd. (601212.SH) at 182 million yuan [11][12]. Group 4: Divergence in Institutional and Northbound Capital - There were notable divergences between institutional and northbound capital in several stocks. For instance, Silver Wheel Co., Ltd. saw institutional net selling of 51 million yuan while northbound capital net bought 86 million yuan [14][15].

南财智讯2月4日电，银轮股份公告，公司实际控制人徐小敏、徐铮铮于2020年8月起被追溯认定为共同 实际控制人，并于2026年2月签署为期60个月的《一致行动协议》。本次权益变动系追溯认定及一致行 动安排，不涉及股份增减，二人合计持有公司股份8761.58万股，占公司总股本的10.36%。其中，徐小 敏直接持有5561.58万股，通过宁波正晟企业管理合伙企业（有限合伙）间接持有160万股，合计持股 5721.58万股；徐铮铮通过宁波正晟间接持有3040万股。本次变动后，公司控股股东由徐小敏变更为徐 小敏与徐铮铮共同控制，控制权结构进一步明确和稳定。 ...

浙江银轮机械股份有限公司 详式权益变动报告书 上市公司名称：浙江银轮机械股份有限公司 上市地点：深圳证券交易所 股票简称：银轮股份 股票代码：002126 信息披露义务人 1：徐小敏 住址：浙江省台州市天台县赤城街道 通讯地址：浙江省台州市天台县赤城街道 信息披露义务人 2：徐铮铮 住址：浙江省台州市天台县赤城街道 通讯地址：浙江省台州市天台县赤城街道 股份变动性质：追溯认定实际控制人并签署一致行动协议，双方合计持有股份未发 生变动 签署日期：2026 年 2 月 - 1 - 三、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息 披露义务人章程或内部规则中的任何条款，或与之相冲突。 四、本次权益变动是根据本报告所载明的资料进行的。信息披露义务人没有委托或 者授权其他任何人提供未在本报告书中列载的信息和对本报告书做出任何解释或者说 明。 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益 变动报告书》《公开发行证券的公司信息披露内容与格式准则第 16 号——上市公司 ...

证券之星消息，2月4日汽车零部件板块较上一交易日上涨0.94%，正强股份领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301119 | 正强股份 | 57.70 | 20.01% | 7.60万 | | 4.15 乙 | | 300912 | 凯龙高科 | 23.82 | 20.00% | 1.13万 | | 2687.71万 | | 002355 | 兴民智通 | 6.80 | 10.03% | 72.97万 | | 4.84亿 | | 002126 | 银轮股份 | 43.21 | 10.01% | 59.97万 | | 25.82亿 | | 920978 | 开特股份 | 31.91 | 8.72% | 5.97万 | | 1.85亿 | | 002448 | 中原内配 | 13.98 | 7.46% | 43.55万 | | 6.00亿 ...

Core Insights - The main focus of the news is the significant inflow of capital into specific stocks, indicating strong investor interest and potential growth in these companies and their respective industries [1][2][3] Group 1: Stock Performance and Capital Inflow - Kunlun Wanwei saw a capital inflow of 795 million yuan with a price increase of 5.82% [2] - Shunhao Co. experienced a capital inflow of 651 million yuan and a price increase of 9.98% [2] - Contemporary Amperex Technology (宁德时代) had a capital inflow of 561 million yuan with a price increase of 1.21% [2] - Kweichow Moutai (贵州茅台) attracted 551 million yuan in capital inflow and increased by 1.3% [2] - Yanzhou Coal Mining Company (兖矿能源) saw a capital inflow of 430 million yuan with a notable increase of 10.01% [2] - Other notable stocks include Shanzhi Gaoke, China Satellite, and China Shipbuilding, each with significant capital inflows and price increases [1][2][3] Group 2: Industry Insights - The internet services sector, represented by Kunlun Wanwei, is showing strong investor confidence [2] - The packaging materials industry, highlighted by Shunhao Co., is also attracting significant capital [2] - The battery industry, represented by Contemporary Amperex Technology, continues to draw investor interest despite a modest price increase [2] - The coal industry, with companies like Yanzhou Coal and Meijin Energy, is experiencing substantial capital inflows, indicating a potential resurgence [2][3] - The aerospace and wind energy sectors, represented by China Satellite and China Shipbuilding, are also gaining traction among investors [1][2][3]

Group 1 - The core viewpoint of the article highlights that Yinlun Co., Ltd. has achieved a consecutive two-day limit-up in stock trading, indicating strong market interest and performance [1] - The stock reached a trading halt at 9:39 AM with a transaction volume of 1.152 billion yuan and a turnover rate of 3.39% [1] - The company focuses on the research and sales of energy-saving, emission-reducing, intelligent, and safety products, with its offerings covering heat exchangers and automotive air conditioning [1] Group 2 - According to the Q3 2025 report, the company's main revenue increased by 20.12% year-on-year, while the net profit attributable to shareholders rose by 11.18% year-on-year [1] - In the past 90 days, multiple institutions have issued buy and increase ratings for the stock, reflecting a positive market outlook for its future development [1]

声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，兴业基金旗下1只基金重仓银轮股份。兴业高端制造A（011603）四季度增持1.29万股，持有 股数7.09万股，占基金净值比例为3.09%，位居第六大重仓股。根据测算，今日浮盈赚取约13.68万元。 兴业高端制造A（011603）成立日期2021年3月24日，最新规模5992.29万。今年以来收益2.09%，同类 排名4650/8874；近一年收益42.69%，同类排名2239/8124；成立以来收益11.14%。 兴业高端制造A（011603）基金经理为徐立人。 截至发稿，徐立人累计任职时间1年160天，现任基金资产总规模8682.33万元，任职期间最佳基金回报 76.78%， 任职期间最差基金回报75.51%。 2月3日，银轮股份涨5.4%，截至发稿，报37.64元/股，成交5.04亿元，换手率1.74%，总市值318.33亿 元。 资料显示，浙江银轮 ...