Core Viewpoint - Songzhi Co., Ltd. has entered the supply chain of key clients in the energy storage battery thermal management sector, indicating a strategic positioning in a growing industry [1] Group 1: Company Developments - The company has developed liquid cooling products specifically for energy storage battery thermal management systems, which can achieve a wide range of cooling capacities [1] - The current focus of the company does not include other segments such as data centers or robotics [1] Group 2: Industry Positioning - By aligning with major clients in the energy storage sector, the company is enhancing its competitive edge and market presence [1] - The demand for thermal management solutions in energy storage is expected to grow, providing potential opportunities for the company [1]

松芝股份（002454.SZ）9月9日在投资者互动平台表示，在储能电站电池热管理业务方面，公司已进入 上述行业重点头部客户的供应商体系，并根据客户订单需求配套生产产品。公司开发的液冷产品主要为 能实现较宽制冷量范围的液冷式储能电站电池热管理系统，暂不涉及数据中心或机器人等其他细分领 域。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司给阳光电源的AIDC和HVDC电源系统供货么？ ...

Core Viewpoint - The company, Songzhi Co., Ltd. (002454), specializes in the research, development, production, and sales of mobile thermal management solutions, catering to various automotive and industrial applications [1] Group 1: Company Overview - Songzhi Co., Ltd. focuses on mobile thermal management, producing products for large and medium-sized buses, passenger vehicles, refrigeration units, automotive air conditioning compressors, commercial vehicles (heavy trucks, engineering machinery), and liquid-cooled energy storage battery thermal management systems [1] - The company customizes thermal management products based on the orders from original equipment manufacturers (OEMs) or complete vehicle customers [1]

上海加冷松芝汽车空调股份有限公司 关于参加 2025 年上海辖区上市公司集体接待日 暨中报业绩说明会活动的公告 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。 为进一步加强与投资者的互动交流，上海加冷松芝汽车空调股份有限公司 （以下简称"公司"）将参加由中国证券监督管理委员会上海监管局指导、上海 上市公司协会及深圳市全景网络有限公司联合举办的"2025 年上海辖区上市公 司集体接待日暨中报业绩说明会活动"，现将有关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net/html/175611728073329.shtml）；或关注微信公众号（名称：全 景财经）；或下载全景路演 APP，参与本次互动交流。 活动时间为 2025 年 9 月 19 日（周五）15:00-17:00。届时公司高管将在线就 公司 2025 半年度业绩、公司治理、发展战略、经营状况等投资者关心的问题， 与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告 上海加冷松芝汽车空调股份有限公司 股票代码：002454 公司简 ...

Core Viewpoint - The company, Shanghai Jialeng Songzhi Automotive Air Conditioning Co., Ltd., announced a pre-disclosure of share reduction plans by some of its directors and senior management, indicating a planned reduction of up to 499,400 shares, which is approximately 0.0798% of the company's total share capital [1][2]. Group 1: Shareholding Information - As of the announcement date, the shareholding details of the involved executives are as follows: - Vice Chairman and President Ji Ankang holds 1,397,499 shares, accounting for 0.2232% of the total share capital - Vice President Huang Guoqiang holds 431,350 shares, accounting for 0.0689% - Vice President and Secretary Chen Rui holds 169,350 shares, accounting for 0.0270% - The total shares held by these three individuals amount to 1,998,199 shares, or 0.3191% of the total share capital [1][2]. Group 2: Reduction Plan Details - The specific arrangements for the planned share reduction are as follows: - Ji Ankang plans to reduce 349,300 shares, which is 25.00% of his holdings, equating to 0.0558% of the total share capital - Huang Guoqiang plans to reduce 107,800 shares, also 25.00% of his holdings, equating to 0.0172% - Chen Rui plans to reduce 42,300 shares, which is 25.00% of his holdings, equating to 0.0068% - The total planned reduction across all three executives is 499,400 shares, or 0.0798% of the total share capital [2][3]. Group 3: Compliance and Commitments - The involved executives have committed to comply with relevant laws and regulations regarding share reductions, including a limit of 25% of their total holdings per year and restrictions on share transfers for six months after leaving their positions [3][4].

每经AI快讯，松芝股份（SZ 002454，收盘价：9.15元）8月28日晚间发布关于部分董事、高级管理人员 减持股份的预披露公告。公告称，持有上海加冷松芝汽车空调股份有限公司股份约140万股（占公司总 股本比例为0.2232%）的副董事长兼总裁纪安康先生、持有公司股份约43万股（占公司总股本比例为 0.0689%）的副总裁黄国强先生和持有公司股份约17万股（占公司总股本比例为0.027%）的副总裁兼董 事会秘书兼财务总监陈睿先生，计划在2025年9月22日至2025年12月21日期间以大宗交易或集中竞价交 易的方式合计减持公司的股份不超过约50万股，即不超过公司总股本的0.0798%。相关总股本和占总股 本的比例均已剔除公司回购专用账户中的股份数量。 （记者 王可然） 每经头条（nbdtoutiao）——世界首例基因编辑猪肺成功移植人体 对话主要参与者：距离临床应用还有 多远？ 2025年1至6月份，松芝股份的营业收入构成为：制造业占比97.08%，其他业务占比2.92%。 截至发稿，松芝股份市值为58亿元。 ...

股票代码：002454 公司简称：松芝股份 公告号：2025-037 上海加冷松芝汽车空调股份有限公司 关于部分董事、高级管理人员 截至本公告披露之日，纪安康先生、黄国强先生和陈睿先生持有公司的股份 情况如下： 减持股份的预披露公告 本公司副董事长兼总裁纪安康先生、副总裁黄国强先生以及副总 裁兼董事会秘书兼财务总监陈睿先生保证向本公司提供的信息内容 真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 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。 特别提示： 持有上海加冷松芝汽车空调股份有限公司（以下简称"公司"）股份 1,397,499 股（占公司总股本比例 0.2232%）的副董事长兼总裁纪安康先生、持有公司股份 431,350 股（占公司总股本比例 0.0689%）的副总裁黄国强先生和持有公司股份 169,350 股（占公司总股本比例 0.0270%）的副总裁兼董事会秘书兼财务总监陈 睿先生，计划在 2025 年 9 月 22 日至 2025 年 12 月 21 日期间以大宗交易或集中 竞价交易的方式合计减持公司的股份不超过 499,400 股，即不 ...

Core Viewpoint - The company announced that key executives plan to reduce their holdings in the company through block trades or centralized bidding between September 22, 2025, and December 21, 2025 [1] Summary by Relevant Sections - **Executive Holdings** - Vice Chairman and President Ji Ankang holds 1.3975 million shares - Vice President Huang Guoqiang holds 431,300 shares - Vice President, Secretary of the Board, and CFO Chen Rui holds 169,300 shares [1] - **Planned Share Reduction** - The three executives plan to collectively reduce their holdings by no more than 499,400 shares, which represents 0.0798% of the company's total share capital - Ji Ankang intends to reduce his holdings by no more than 349,300 shares - Huang Guoqiang plans to reduce by no more than 107,800 shares - Chen Rui will reduce by no more than 42,300 shares [1]

Core Insights - In the first half of 2025, the company reported a revenue of 2.493 billion yuan, representing a year-on-year growth of 11.29%, and a net profit attributable to shareholders of 142 million yuan, up 55.59% year-on-year [1] Segment Summaries Bus Thermal Management - The company sold over 20,000 bus air conditioning systems in the first half of the year, achieving a year-on-year growth of 23% [1] - The company is focusing on advanced product development for overseas markets, including CO2 heat pump air conditioning and high-efficiency heat pumps [1] Passenger Vehicle Thermal Management - The passenger vehicle division secured new orders exceeding 2.8 billion yuan in the first half of the year [1] - Key projects are progressing to the SOP stage, including collaborations with major clients like Huawei and BYD [1] Refrigeration and Freezing Units - The company sold over 3,300 refrigeration units, steadily increasing its market share in the domestic market [2] Automotive Air Conditioning Compressors - The company sold over 39,100 electric compressors, marking a year-on-year growth of over 60% [2] - New projects were secured with major clients such as FAW Liberation and Dongfeng Liuzhou [2] Battery Thermal Management - The battery thermal management segment sold over 7,500 systems, reflecting a 51% increase year-on-year [2] - The company is optimizing product and customer layouts to enhance order quality [2] Automotive Electronics - The automotive electronics segment sold over 670,000 electronic throttles and over 420,000 various fan products in the first half of the year [3]

Group 1 - The core viewpoint of the news is that Songzhi Co., Ltd. experienced a decline in stock price, dropping by 5.03% to 8.88 CNY per share, with a trading volume of 208 million CNY and a turnover rate of 3.65%, resulting in a total market capitalization of 5.582 billion CNY [1] - Songzhi Co., Ltd. specializes in the research, production, and sales of thermal management products related to the automotive, rail transit, and cold chain logistics sectors, with its main business revenue composition being: 64.04% from small vehicle thermal management products, 25.71% from large and medium-sized bus thermal management products, 3.65% from battery thermal management products, and other categories contributing the remaining [1] Group 2 - Among the top ten circulating shareholders of Songzhi Co., Ltd., a fund under China Merchants Fund, specifically the China Merchants Quantitative Selected Stock A (001917), has newly entered the list in the second quarter, holding 4.0717 million shares, which accounts for 0.65% of the circulating shares, with an estimated floating loss of approximately 1.9137 million CNY [2] - The China Merchants Quantitative Selected Stock A (001917) fund was established on March 15, 2016, with a latest scale of 2.765 billion CNY, achieving a year-to-date return of 35.65% and ranking 615 out of 4222 in its category, while its one-year return stands at 75.08%, ranking 851 out of 3776 [2]