证券代码：002203 证券简称：海亮股份 公告编号：2025-112 浙江海亮股份有限公司 关于控股股东部分股份解除质押及再质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 浙江海亮股份有限公司（以下简称"公司"）近日接到控股股东海亮集团有 限公司（以下简称"海亮集团"）的通知，获悉其所持有本公司的部分股份发生 了解除质押及再质押的行为，具体事项如下： 四、其他说明 1. 控股股东、实际控制人不存在非经营性资金占用、违规担保等侵害上市 公司利益的情形。 2. 公司控股股东及其一致行动人所质押的股份目前不存在被平仓的风险。 股东名称 是否为控 股股东或 第一大股 东及其一 致行动人 本次解除质 押股份数量 （股） 占其所 持股份 比例 占公 司总 股本 比例 起始 日 解除 日期 质权人 海亮集团 是 75,000,000 12.26% 3.27% 2024 年 12 月6日 2025 年 12 月 15 日 广发银行股 份有限公司 杭州分行 合计 -- 75,000,000 12.26% 3.27% -- -- -- 一、股东股份解除质押基本情况 ...

格隆汇12月16日丨海亮股份(002203.SZ)在投资者互动平台表示，公司于2015年已布局铝材业务。当 前，公司自产内螺纹铝管和微通道扁管产品除了供应空调领域及家电等铝材使用场景外，还作为新能源 领域铝散热材料供给客户。 目前公司铜管供货暂未受到铝代铜标准落地影响，与此同时，公司产品类 型丰富，供应场景多样，除了空调和冰箱制冷领域，还广泛应用于建筑水管、数据中心、电子电力、印 刷电路板、新能源等领域。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问海亮有没生产铝管等铝制空调产品的能力？ 海亮股份（002203.SZ）12月16日在投资者互动平台表示，公司于2015年已布局铝材业务。当前，公司 自产内螺纹铝管和微通道扁管产品除了供应空调领域及家电等铝材使用场景外，还作为新能源领域铝散 热材料供给客户。 目前公司铜管供货暂未受到铝代铜标准落地影响，与此同时，公司产品类型丰富， 供应场景多样，除了空调和冰箱制冷领域，还广泛应用于建筑水管、数据中心、电子电力、印刷电路 板、新能源等领域。股价变化受多重因素影响，公司聚焦业务发展。 （记者 王瀚黎） ...

证券之星消息，12月15日工业金属板块较上一交易日下跌0.55%，海亮股份领跌。当日上证指数报收于 3867.92，下跌0.55%。深证成指报收于13112.09，下跌1.1%。工业金属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) | | --- | --- | --- | --- | --- | --- | | 600490 | 鹏欣资源 | 7.56 | 5.15% | 85.38万 | 6.37亿 | | 601702 | 华峰铝小 | 20.15 | 4.95% | 17.97万 | 3.62亿 | | 002540 | 亚太科技 | 7.00 | 3.09% | 54.46万 | 3.84亿 | | 603993 | 洛阳镇水 | 17.93 | 1.99% | 254.52万 | 45.81亿 | | 600961 | 株冶集团 | 15.92 | 1.34% | 18.33万 | 2.90亿 | | 000612 | 焦作万方 | 9.98 | 1.32% | 48.50万 | 4.87亿 | | 002171 | 楚江新材 | 12.36 ...

12月11日，海亮股份大宗交易成交21万股，成交额221.97万元，占当日总成交额的0.65%，成交价10.57 元，较市场收盘价11.73元折价9.89%。 | 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2025-12-11 | 002203 | 海亮股份 | 10.57 | 21.00 | | 221.97 中国中金财富证券 | 国信证券股份有限 | | | | | | | | | 有限公司杭州教工 | 公司杭州体育场路 | | | | | | | | | 路班券量不即 | 证券营业部 | | ...

Group 1: Business Confidence and Market Position - The company expresses confidence in the future development of its copper foil business, citing industry opportunities and a recovery in the lithium battery sector [1] - The company has been a leader in the copper processing industry for 36 years and is the only enterprise with a global layout, operating 23 production bases to meet customer demands for a sustainable supply chain [2] - The company has established a solid customer base in various sectors, including AIDC, new energy vehicles, and electronic communications [2] Group 2: Product Development and Innovation - The company is innovating in copper foil technology, with products like nickel-plated copper foil and porous copper foil achieving industry leadership and receiving positive feedback from top-tier battery cell manufacturers [2] - The company has developed high-performance copper materials for AI cooling applications, which are being used in leading GPU cooling solutions [3] - A joint laboratory with West Lake University focuses on advanced metal materials and manufacturing, targeting high-growth applications in AI, data centers, and new energy vehicles [4] Group 3: Capacity Expansion and Market Strategy - The company is actively expanding and optimizing its production capacity based on customer orders and market demand, indicating a dynamic approach to capacity management [2] - The overseas business is steadily developing, contributing to profit growth, with ongoing updates to be provided in relevant announcements [2] Group 4: Sales Performance and Future Outlook - Sales of copper-based materials in the AIDC sector have significantly increased year-on-year, driven by the material's excellent conductivity and thermal properties [3] - The company aims to explore new production capabilities that align with its main business to enhance overall competitiveness and create new growth points [3]

Group 1 - The "Investment Opportunities in China" roadshow successfully took place in Germany, featuring representatives from five Shenzhen-listed companies engaging with institutional investors [1] - The Shenzhen Stock Exchange (SZSE) organized a total of 11 overseas roadshows in 2025, covering over 50 Shenzhen-listed companies and reaching countries like Singapore, South Korea, Australia, and Germany [1] - The participating companies in the German roadshow represent key sectors such as renewable energy, high-end manufacturing, and healthcare, which are of significant interest to German investors [1] Group 2 - In the Sydney roadshow, six companies from the green low-carbon and high-end manufacturing sectors engaged with nearly 70 representatives from Australian investment institutions, highlighting the shift of Chinese companies from "technology followers" to "standard setters" [2] - During the Singapore roadshow, companies like Mindray Medical and Inovance Technology received positive feedback from foreign investors, who expressed high interest in the global strategies and technological advancements of Chinese firms [2] - The SZSE is actively organizing roadshows in Hong Kong to enhance understanding and trust between Shenzhen-listed companies and foreign investors, facilitating international investment in the Shenzhen market [2][3] Group 3 - The SZSE plans to continue organizing overseas roadshows and activities for foreign investors to enhance their understanding of the investment value of Chinese assets [3] - The exchange aims to improve the quality of services for connecting Shenzhen-listed companies with foreign investors, facilitating cross-border investment activities [3]

21世纪经济报道记者 杨坪 近日，21 世纪经济报道记者获悉，深交所组织上市公司赴德国举办"投资中国新机遇"—深市上市公司 法兰克福路演交流会。 活动旨在向当地投资者宣介"十五五"时期中国经济高质量发展前景，面对面讲好深市上市公司科技发展 故事，推动当地投资者更好理解中国资本市场发展机遇与投资价值，进一步助力服务中德产业投资合 作。 据悉，今年以来，深交所在香港、新加坡、韩国、澳大利亚、德国等地和境内累计组织已开展11场境外 路演及境外投资者走进上市公司活动，覆盖超50家次深市上市公司，向境外机构投资者多维度展示深市 上市公司投资价值和中国经济高质量发展新机遇。 多家与会的投资机构表示，通过一系列的路演活动，深入了解了企业的经营情况和发展前景，切身感受 到中国企业在全球化、数字化、高端化、绿色化的微观活力，成为重塑全球价值链的重要力量，将持续 关注中国市场的投资机会，对中国资产的长期投资价值充满信心。 据了解，此次参与法兰克福路演交流会的深市上市公司分别为阳光电源、潍柴动力、爱尔眼科、罗博特 科、海亮股份，来自数字经济、高端制造、绿色低碳等新质生产力领域，并在德国或欧洲有本地化业 务。 与会投资者评价中德两国 ...

12月2日，深交所组织上市公司赴德国举办"投资中国新机遇"—深市上市公司法兰克福路演交流会，旨 在向当地投资者宣介"十五五"时期中国经济高质量发展前景，面对面讲好深市上市公司科技发展故事， 推动当地投资者更好理解中国资本市场发展机遇与投资价值，进一步服务中德产业投资合作。 阳光电源（300274）、潍柴动力（000338）、爱尔眼科（300015）、罗博特科（300757）、海亮股份 （002203）5家深市上市公司参与本次路演，本次路演与会企业涵盖新能源、高端制造及医疗领域等细 分龙头，与德国"工业4.0"和ESG投资理念高度契合，是德国投资者所重点关注的中国"新质生产力"代 表。 在欧盟"REPowerEU"能源自主战略的政策框架推动下，中德企业的产业协同正从传统领域向新兴赛道 全面拓展，直接投资、跨境并购成为合作"新标配"。 近年来，阳光电源抓住德国市场绿色能源转型机遇，以慕尼黑子公司为核心提供高性能的光伏逆变器与 储能系统及定制化的综合能源解决方案。潍柴动力基于战略转型与结构调整目的，2012年战略重组德国 凯傲集团，双方发挥协同效应，加快开拓中国叉车市场，凯傲集团营收规模从并购初40亿欧元增长至超 ...

Core Viewpoint - Zhejiang Hailiang Co., Ltd. is actively engaging in investor relations, focusing on advancements in copper foil products, overseas market expansion, and developments in the heat dissipation sector [1][2]. Group 1: Copper Foil Product Development - The company has made significant progress in the research and development of copper foil products, including nickel-plated copper foil for solid-state batteries, porous copper foil, double-sided rough copper foil, and ultra-high tensile copper foil, achieving industry-leading standards and receiving positive feedback from top domestic and international battery cell manufacturers [2]. - In the high-end standard copper foil sector, the company has optimized the bonding between PCB embedded circuit layers and substrates through reverse roughening treatment of RTF copper foil, reducing signal loss, while HVLP copper foil meets ultra-high frequency requirements with extremely low surface roughness [2]. Group 2: Overseas Market Expansion - As the first Chinese copper foil factory to expand overseas, Hailiang's Indonesian facility is accelerating its international business development and has established deep cooperation with five of the top ten global power battery clients and two of the top three 3C digital clients, with supply agreements set to commence in 2026 [3]. - The company anticipates further strengthening its competitive edge in the international copper foil market through the progress of its Indonesian operations [3]. Group 3: U.S. Market Performance - The Texas base of the company is experiencing favorable operating conditions, with a steady development trajectory. The processing fees for copper products in the U.S. are showing differentiated increases due to varying demand across different products and customer segments [4]. - The company plans to accelerate capacity ramp-up at its Texas facility to meet local market demand while focusing on high-value-added product lines to enhance profitability in the U.S. market [4]. Group 4: Heat Dissipation Sector - The company is leveraging over thirty years of copper processing expertise to meet the growing demand for heat dissipation materials driven by the explosion of AI computing power and global demand for cooling solutions [5]. - The company is currently providing various products for data centers and AI computing, including self-developed heat pipe materials and oxygen-free copper, and plans to increase investment in the heat dissipation sector to explore more market opportunities [5].