8月12日，川润股份盘中上涨6.99%，截至13:13，报14.54元/股，成交12.42亿元，换手率23.47%，总市 值70.5亿元。 资料显示，四川川润股份有限公司位于四川省自贡市高新工业园区荣川路1号，公司主要从事高端能源 装备制造和工业服务业务，提供"风光热电储一体化"产品和分布式综合能源整体解决方案，服务领域包 括风电、光伏、光热、氢能、储能、输变电、核电、水电、环保、海工船舶、行走机械、军工等。公司 以客户为中心，以品质成就工业美好为使命，致力于实现公司高质量发展，推动行业创新，助力国家双 碳目标。 截至7月20日，川润股份股东户数9.1万，人均流通股4251股。 2025年1月-3月，川润股份实现营业收入3.12亿元，同比增长9.44%；归属净利润-2798.51万元，同比减 少56.25%。 ...

（编辑 袁冠琳） 证券日报网讯 川润股份8月5日在互动平台回答投资者提问时表示，当前全球AI行业属于算力竞争+电力 及能源储备竞争，液冷作为公司战略级业务，公司依托在液冷技术上的积累，将高端装备制造基因（冷 却技术积累）与能源管理经验（源网荷储管理方案）深度融合，在导热效率、能耗比、可靠性三大维度 建立"代际差"，为客户提供稳定可靠的浸没式液冷、冷板式液冷系统+零碳能源管理，致力于成为数字 经济核心基础设施的高效散热基石与可靠运行守护者。 ...

Group 1 - The core point of the article is that Chuanrun Co., Ltd. experienced a significant increase in stock price by 4.31% on the day, with a high turnover rate of 40.13%, leading to substantial institutional net buying [1] - The top five trading departments recorded a total transaction volume of 399 million yuan, with a buying amount of 159 million yuan and a selling amount of 239 million yuan, resulting in a net selling of 80 million yuan [1] - Over the past six months, Chuanrun Co., Ltd. has appeared on the trading leaderboard 10 times, with an average price increase of 1.90% the day after being listed and an average increase of 0.37% over the following five days [1] Group 2 - On the day of the report, the main funds saw a net outflow of 22 million yuan, with large orders showing a net inflow of 2.34 million yuan and a net outflow of 45.68 million yuan from major funds [1] - The specific trading data shows that institutional special seats accounted for significant buying and selling, with a total buying amount of 119 million yuan and a selling amount of 91 million yuan, resulting in a net buying of 27.95 million yuan [1]

Summary of Chuanrun Co., Ltd. Conference Call Company Overview - Chuanrun Co., Ltd. focuses on high-end energy equipment and industrial services, with a strong emphasis on fluid control technology and intelligent energy equipment, aiming for a zero-carbon future [2][3][5]. Industry and Market Position - The company holds over 40% market share in the wind power sector and has applied fluid control equipment in over 400,000 wind turbines globally, achieving over 120,000 hours of fault-free operation [2][7]. - Chuanrun has established long-term partnerships with leading companies such as Goldwind Technology and Mingyang Smart Energy, particularly excelling in offshore wind power competition, with a prototype coverage rate of 80% expected by 2024 [2][7]. Key Business Segments 1. **High-end Energy Equipment Manufacturing**: - Fluid control and system solutions that enhance equipment lifespan by 40% and reduce operational costs by 25% [5]. - Liquid cooling solutions for data centers, achieving a Power Usage Effectiveness (PUE) of ≤ 1.05 and reducing product volume by 40% [2][5]. - Clean energy equipment including power boilers and efficient heat exchangers [5]. 2. **Industrial Services**: - Fluid industrial technology services that improve operational efficiency by 30% and enhance equipment effectiveness threefold [6]. Financial Performance - In the first half of 2025, the company’s order volume doubled year-on-year, with 90% of orders coming from overseas markets, primarily from large data center end-users in North America [2][15]. - The export value of single-row products ranges from 1 million to 1.3 million yuan [20]. Future Growth and Strategy - The company aims to optimize existing businesses, innovate in liquid cooling, and enhance cash flow through asset reduction, targeting a liquid cooling business annual capacity of 1 billion yuan within three years [3][40]. - The penetration rate of liquid cooling technology in overseas markets is expected to exceed 50% by 2025, with North America projected to grow at a compound annual growth rate of 12%-15% [3][35]. Technological Advancements - Chuanrun has established 11 national or industry standards and holds over 260 patents, ranking first in the lubrication fluid control industry [10]. - The company has invested over 3.5% of its revenue annually in R&D, employing over 420 engineers [10]. Product Quality Assurance - The company emphasizes quality management with two key laboratories and a comprehensive quality management system covering all operational aspects [11]. Competitive Advantages - Chuanrun's liquid cooling solutions have a PUE of 1.05, significantly better than the domestic average of 1.2, attributed to their understanding of energy consumption and heat exchange efficiency [22]. - The company has a unique capability to provide one-stop services from design to construction, particularly beneficial for upgrading old data centers without extensive infrastructure changes [21][22]. Challenges and Market Dynamics - The company faces challenges related to tariff impacts on overseas deliveries, but has begun to resolve backlog orders [28]. - Domestic AI application commercialization is constrained by chip availability and the pace of infrastructure development in data centers [24][25]. Conclusion Chuanrun Co., Ltd. is strategically positioned in the high-end energy equipment sector, with a robust growth trajectory driven by innovative technologies and a strong market presence in both domestic and international markets. The company is focused on expanding its liquid cooling business and enhancing operational efficiencies to meet the growing demand in the energy sector.

证券日报网讯 8月4日晚间，川润股份发布公告称，公司第七届董事会第一次会议审议通过了《关于选 举公司第七届董事会董事长的议案》等多项议案。 （文章来源：证券日报） ...

Core Viewpoint - The company is focusing on the development of inspection robots, cleaning robots, and dexterous hands to automate high-altitude and high-risk operations, thereby improving work efficiency and reducing operational costs [1] Group 1 - The company's products are designed to replace human labor in high-altitude and hazardous environments [1] - The automation of inspection processes aims to achieve unmanned operations in dangerous tasks and ground-based high-altitude work [1] - The implementation of these technologies is expected to enhance operational efficiency and lower maintenance costs [1]

证券日报网讯川润股份（002272）8月4日在互动平台回答投资者提问时表示，截至2025年7月31日公司 股东户数为80024户。 ...

（文章来源：每日经济新闻） 2024年1至12月份，川润股份的营业收入构成为：通用设备制造业占比98.19%，工业服务占比1.81%。 川润股份（SZ 002272，收盘价：12.53元）8月4日晚间发布公告称，公司第七届第一次董事会会议于 2025年8月4日在四川省成都市召开。会议审议了《关于选举公司第七届董事会各专门委员会委员的议 案》等文件。 ...

证券代码：002272 证券简称：川润股份 公告编号：2025-041号 四川川润股份有限公司 关于董事会完成换届选举 及聘任高级管理人员的公告 四川川润股份有限公司（以下简称"公司"）于 2025 年 7 月 31 日召开 2025 年第一次临时股东大会，选举产生了公司第七届董事会 5 名非独立董事、3 名独 立董事；于 2025 年 8 月 4 日召开第七届董事会第一次会议，选举产生了第七届 董事会董事长、第七届董事会各专门委员会召集人及成员，并聘任新一届高级管 理人员。现将具体情况公告如下： 一、董事会换届选举情况 公司于 2025 年 7 月 31 日召开 2025 年第一次临时股东大会，会议审议通过 《关于公司董事会换届选举暨提名第七届董事会非独立董事候选人的议案》《关 于公司董事会换届选举暨提名第七届董事会独立董事候选人的议案》，选举罗永 忠先生、罗丽华女士、钟海晖先生、李光金先生、庹先国先生为公司第七届董事 会非独立董事；选举赵明川先生、刘小进先生、罗萍女士为公司第七届董事会独 立董事。与公司职工代表大会选举产生的职工代表董事缪银兵先生共同组成公司 第七届董事会，任期自公司股东大会选举通过之日起 ...

证券代码：002272 证券简称：川润股份 公告编号：2025-040号 四川川润股份有限公司 第七届董事会第一次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 四川川润股份有限公司（以下简称"公司"）第七届董事会第一次会议于 2025 年 8 月 4 日以现场结合通讯的方式在四川省成都市召开。本次会议通知于 2025 年 7 月 31 日以电话、邮件相结合的方式向全体董事发出。本次会议应参会董事 9 人，实际参会董事 9 人。公司部分高级管理人员列席会议。会议召集、召开符 合《中华人民共和国公司法》等法律、行政法规、规范性文件和《公司章程》的 有关规定。会议由半数以上董事推举董事罗永忠先生主持，以投票方式进行表决。 二、董事会会议审议情况 经审议形成如下决议： （一）以赞成：8 票，反对：0 票，弃权：0 票，回避 1 票，审议通过《关于 选举公司第七届董事会董事长的议案》 经与会董事审议，同意选举罗永忠先生为公司第七届董事会董事长。任期自 本次董事会审议通过之日起至第七届董事会届满之日止。罗永忠先生简历详见公 司于 2 ...