Group 1 - The company established a subsidiary, Anhui Hangyi Technology Co., Ltd., in Wuhu, Anhui, focusing on the research, production, and sales of liquid cooling pumps for data centers, renewable energy storage, and charging piles, with a power range of 16W to 22kW [2] - The company has over 40 clients in the liquid cooling sector, including HP, Shunling Environment, and Delta, and has a maximum production capacity of 1.2 million electronic pumps per year to meet the growing demand [2] - Currently, the company is involved in over 120 projects in the liquid cooling field, with some already in mass production, and is integrating thermal management technology with various advanced sectors such as AI cooling, 5G base stations, and renewable energy [2] Group 2 - In the first half of the year, the company reported revenue of 2.162 billion yuan, a year-on-year decrease of 8.67%, while net profit attributable to shareholders increased by 14.49% to 210 million yuan [3] - The company's net profit excluding non-recurring items reached 218 million yuan, reflecting a year-on-year growth of 24.65% [3]

Core Viewpoint - The company has established a subsidiary focused on liquid cooling pump development and production for various applications, with initial projects already in small-scale supply [1]. Group 1: Company Developments - The company, Feilong Co., Ltd. (002536.SZ), announced the establishment of Anhui Hangyi Technology Co., Ltd. in Wuhu, Anhui, in July 2025 [1]. - The new subsidiary will concentrate on the research, production, and sales of liquid cooling pumps for data centers, renewable energy storage, and charging stations [1]. - The company aims to provide a full range of solutions covering power ranges from 16W to 22kW, focusing on core products for IDC liquid cooling circulation pumps [1]. Group 2: Production and Supply - Some projects have already commenced small-batch supply, indicating progress in production capabilities [1].

Core Viewpoint - The company, Feilong Co., is actively involved in the liquid cooling sector, supplying electronic liquid cooling pumps to various clients, including potential connections to NVIDIA's GB300 liquid cooling system [1] Group 1: Company Operations - Feilong Co. has established connections with over 40 clients in the liquid cooling field, including notable names such as HP, Delta, and NVIDIA [1] - The company currently has a maximum production capacity of 1.2 million electronic pumps per year for the civilian sector, which is sufficient to meet the rapid growth in liquid cooling business [1] - Future production capacity adjustments will be made based on customer demand [1] Group 2: Client Relationships - The company is in contact with various clients for its thermal management products in the liquid cooling domain, indicating a broad market presence [1] - Specific details regarding client relationships can be found in the company's "2025 Semi-Annual Report" [1]

9月16日，飞龙股份盘中上涨2.00%，截至09:46，报25.97元/股，成交1.80亿元，换手率1.29%，总市值 149.27亿元。 资金流向方面，主力资金净流入699.05万元，特大单买入590.00万元，占比3.27%，卖出628.03万元，占 比3.48%；大单买入3887.92万元，占比21.57%，卖出3150.84万元，占比17.48%。 飞龙股份今年以来股价涨130.23%，近5个交易日涨5.01%，近20日跌20.70%，近60日涨78.24%。 机构持仓方面，截止2025年6月30日，飞龙股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股331.39万股，相比上期减少272.20万股。鹏华创新未来混合(LOF)（501205）位居第七大 流通股东，持股247.52万股，为新进股东。 责任编辑：小浪快报 今年以来飞龙股份已经5次登上龙虎榜，最近一次登上龙虎榜为8月21日，当日龙虎榜净买入-5988.28万 元；买入总计1.68亿元 ，占总成交额比6.49%；卖出总计2.28亿元 ，占总成交额比8.81%。 资料显示，飞龙汽车部件股份有限公司位于河南省西峡县工业大道，成立日 ...

9月15日，飞龙股份盘中下跌2.04%，截至10:01，报25.51元/股，成交2.84亿元，换手率2.03%，总市值 146.63亿元。 资金流向方面，主力资金净流出3010.86万元，特大单买入674.34万元，占比2.37%，卖出1479.50万元， 占比5.20%；大单买入4750.01万元，占比16.71%，卖出6955.71万元，占比24.46%。 飞龙股份今年以来股价涨126.15%，近5个交易日涨4.46%，近20日跌21.70%，近60日涨81.70%。 今年以来飞龙股份已经5次登上龙虎榜，最近一次登上龙虎榜为8月21日，当日龙虎榜净买入-5988.28万 元；买入总计1.68亿元 ，占总成交额比6.49%；卖出总计2.28亿元 ，占总成交额比8.81%。 资料显示，飞龙汽车部件股份有限公司位于河南省西峡县工业大道，成立日期2001年1月9日，上市日期 2011年1月11日，公司主营业务涉及汽车零部件及其机械产品的研发、制造、销售。主营业务收入构成 为：汽车发动机热管理节能减排部件48.69%，汽车发动机热管理重要部件38.78%，汽车新能源热管理 部件8.57%，液冷领域热管理部件1.90 ...

Core Viewpoint - A new microfluidic structure called "manifold-microjet-serrated microchannel" has been developed, achieving a super high heat flux density of 3000 W/cm² for chip cooling, while reducing cooling power consumption to 0.9 W/cm², providing a significant advancement for next-generation high-performance chip thermal management [1] Company and Industry Summary - Over 30 liquid cooling concept stocks in the A-share market, with 7 stocks doubling in price this year, including Siquan New Materials (301489) with a price increase of over 365%, primarily focusing on liquid cooling modules [1] - Other notable stocks that have doubled in price include Dayuan Pump Industry (603757), Yingweik (002837), Feilong Co., Ltd. (002536), and Rongyi Precision [1] - Since the second half of the year, multiple liquid cooling concept stocks have attracted institutional research, including Feilong Co., Ltd., Yimikang (300249), Yinlun Co., Ltd. (002126), Lingyi Zhizao (002600), Suzhou Tianmai (301626), and Huafeng Aluminum (601702) [1] - From the perspective of institutional interest, 15 liquid cooling concept stocks have received attention from 3 or more institutions, with Yinlun Co., Ltd., Inspur Information (000977), and Yingweik receiving attention from over 20 institutions [1]

Group 1 - A total of 772 stocks reported their latest shareholder numbers as of August 31, with 386 stocks showing a decrease compared to the previous period [1][3] - The stocks with the largest decline in shareholder numbers include Boyuan Co., which saw a decrease of 26.59% to 9,715 shareholders, and Yalian Machinery, which decreased by 25.51% to 7,337 shareholders [3][4] - The average performance of concentrated stocks from the last period showed a 2.47% increase since August 11, which is lower than the Shanghai Composite Index's 4.87% increase during the same period [2] Group 2 - Among the stocks with a decline of over 10% in shareholder numbers, 56 stocks were identified, with Boyuan Co. leading the decline [3][4] - The stock with the highest increase since the concentration of shares is Anpeilong, which rose by 52.93% since August 11 [2] - The concentrated stocks are primarily from the machinery, basic chemicals, and electric equipment industries, with 49, 44, and 32 stocks respectively [3]

证券日报网讯飞龙股份（002536）9月9日在互动平台回答投资者提问时表示，公司2025年上半年液冷领 域产品销售情况及客户情况请关注公司《2025年半年度报告》。后续若有达到深交所披露标准的项目， 公司会及时进行披露。 ...

Group 1 - The company, Feilong Co., Ltd. (002536), is currently focusing on liquid cooling products, including electronic pump series and temperature control valve series, with plans to gradually expand into integrated module products [1] - The current technical solution primarily utilizes liquid cooling plates, while the company is also actively advancing the research and application of immersion liquid cooling technology [1] - The company aims to continuously align with market demands and choose development directions that are in line with industry trends and suitable for its own growth [1]

Group 1 - The company, Feilong Co., Ltd. (002536.SZ), is currently focusing on liquid cooling products, which mainly include electronic pumps and temperature control valve series [1] - The company plans to gradually expand its product offerings to integrated module products in the future [1] - In terms of technical solutions, the company primarily utilizes cold plate liquid cooling technology while actively promoting the research and application of immersion liquid cooling technology [1]