证券代码：002639 证券简称：雪人股份 公告编号：2025-047 福建雪人集团股份有限公司 关于变更公司证券简称的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、公司证券简称变更的说明 福建雪人集团股份有限公司（以下简称"公司"）于 2025 年 7 月 2 日召开第 六届董事会第六次（临时）会议，审议通过《关于变更公司证券简称的议案》， 同意公司证券简称由"雪人股份"变更为"雪人集团"，公司英文简称由"Snowman" 变更为"Snowman Group"，证券代码及公司全称保持不变。具体情况如下： | | 变更前 | 变更后 | | --- | --- | --- | | 证券简称 | 雪人股份 | 雪人集团 | | 公司中文全称 | 福建雪人集团股份有限公司 | 保持不变 | | 英文简称 | Snowman | Snowman Group | 二、公司证券简称变更的原因说明 公司于 2024 年 7 月完成了相关工商变更登记手续，并取得了由福建省市场 监督管理局换发的《营业执照》，正式更名为福建雪人集团股份有限公司。为匹 配集团化发展战 ...

证券代码：002639 证券简称：雪人股份 公告编号：2025-046 福建雪人集团股份有限公司 第六届董事会第六次（临时）会议决议公告 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。 审议并通过《关于变更公司证券简称的议案》 表决结果：赞成 7 票；无反对票；无弃权票。 经审议，董事会认为：本次变更公司证券简称，是基于公司集团化发展的战 略思维，变更后的公司简称更精准体现公司控股集团的转型定位，有利于强化品 牌形象，本次变更后的证券简称符合公司业务实质。因此，董事会同意本次变更 公司证券简称为"雪人集团"，变更公司英文简称为"Snowman Group"。 具体内容详见 2025 年 7 月 3 日刊登在《证券时报》《中国证券报》和巨潮 资讯网（www.cninfo.com.cn）上的《关于变更公司证券简称的公告》（公告编号： 2025-047）。 三、备查文件 二、董事会会议审议情况 经与会董事审议，本次会议以投票表决方式表决如下议案： 一、董事会召开情况 福建雪人集团股份有限公司（以下简称"公司"）于 2025 年 7 月 2 日上午 11:00 以现场 ...

Core Viewpoint - The company has changed its securities name from "Snowman Co., Ltd." to "Snowman Group" to align with its group development strategy, enhancing its brand image [1]. Summary by Categories - **Company Name Change** - The securities name change reflects the company's transformation into a holding group, aiming for a more precise representation of its strategic direction [1]. - The English abbreviation has also been updated from "Snowman" to "Snowman Group," while the securities code and full company name remain unchanged [1].

Industry Overview - Ice machines are refrigeration devices that generate ice by cooling water through refrigerants in the evaporator [1][2] - The market for ice machines in China has shown steady expansion, with the market size growing from 1.96 billion yuan in 2019 to 2.98 billion yuan in 2024, representing a compound annual growth rate (CAGR) of 8.8% [1][9] - The global ice machine market is also experiencing rapid growth, with the market size increasing from 2.099 billion USD in 2019 to 2.989 billion USD in 2024, with a CAGR of 8% [5][9] Market Segmentation - Ice machines can be categorized into four main types: industrial, commercial, residential, and medical [2][3] - The commercial ice machine segment is currently the largest in China, with a market size of 1.14 billion yuan in 2024, accounting for 38% of the total ice machine market [11] Competitive Landscape - The domestic ice machine market is highly competitive, with local brands dominating the home ice machine segment, while foreign brands lead in commercial and industrial ice machines [13][17] - Key players in the industry include Yindu Co., Aucma, Dongbei Group, and Huikang Technology, among others [2][15][17] Future Trends - The ice machine market in China is expected to continue growing due to the increasing popularity of ice usage culture and economic recovery [19] - There is a trend towards market segmentation, with more specialized and personalized products emerging for different applications [20] - Environmental protection and energy efficiency are becoming mainstream demands, with manufacturers needing to adopt new refrigerants and optimize cooling systems [21][22]

Group 1: Company Overview - The company, established in 2000, focuses on advanced equipment manufacturing in fields such as cold chain logistics, industrial refrigeration, and clean energy [1] - In 2024, the company achieved a revenue of CNY 2.285 billion, reflecting a year-on-year growth of 12.41% [1] Group 2: Controlled Nuclear Fusion Business - The company is involved in the controlled nuclear fusion sector, providing helium compressors essential for large-scale low-temperature systems [1] - The helium compressor equipment produced by the company is utilized in a national major scientific research project, achieving cooling capacity at -271°C [1] - The technology has received national scientific achievement evaluation, reaching an internationally leading level with significant social and economic benefits [1] Group 3: Data Center Business Expansion - The company has entered the data center business, focusing on compressor refrigeration equipment and key project construction [2] - A diverse product line includes piston compressors, open screw compressors, semi-hermetic screw compressors, and centrifugal compressors, with new centrifugal compressors now on the market [2] - The company employs low-charge ammonia refrigeration technology for overseas data centers, providing energy-efficient and environmentally friendly solutions, such as for Facebook's Denmark data center [2] - The company's subsidiary, Hangzhou Longhua, undertakes HVAC engineering integration projects for major clients like China Mobile and Alibaba [2]

Investment Rating - The report maintains an "Outperform" rating for the hydrogen energy sector [4] Core Viewpoints - The hydrogen energy industry is experiencing continuous development due to favorable policies in China, with an increase in electrolyzer bidding projects and breakthroughs in hydrogen production technology. It is recommended to pay attention to companies involved in electrolyzer bidding [3][41] - The midstream sector is accelerating the development of hydrogen transportation and the construction of hydrogen refueling stations, suggesting a focus on companies capable of hydrogen transportation [3][41] - The downstream sector is exploring various application scenarios for hydrogen energy, promoting the adoption of hydrogen vehicles, and recommending attention to companies in the hydrogen vehicle application field [3][41] Industry Performance - As of June 13, 2025, the hydrogen energy index closed at 2047.76 points, with a weekly increase of 0.34% and a year-to-date increase of 15.25%. The hydrogen energy index ranked 42nd among the Shenwan secondary industry rankings, improving by 9 places compared to the previous week [8][15] - The top five companies in the hydrogen energy sector by weekly increase were Meichen Technology (40.96%), Yong'an Pharmaceutical (26.38%), Hengguang Co., Ltd. (25.1%), ST Baili (22.89%), and Pan-Asia Micro透 (22.02%). The top five companies by weekly decrease were Chaojie Co., Ltd. (-23.23%), Xue Ren Co., Ltd. (-14.57%), Huapei Power (-9.09%), Zhongcai Technology (-8.54%), and Xin Xun Da (-8.3%) [15][16] Hydrogen Industry Data Review - As of June 13, 2025, there have been 20 cumulative electrolyzer bidding projects in China, primarily involving alkaline and PEM types. A significant breakthrough was achieved with the development of a 2 MW AEM electrolyzer by Beijing Green Wave Hydrogen Energy Technology Co., Ltd. [17] - In April 2025, the production of fuel cell vehicles (FCVs) saw a decrease, with 342 units produced and 328 units sold, marking a month-on-month decline of 6.3% and 13%, respectively. Cumulatively, 926 FCVs were produced and 957 sold from January to April 2025, representing year-on-year declines of 22.45% and 10.89% [21][24] Industry Dynamics and Company Developments - Significant breakthroughs in hydrogen transportation technology were reported, including the successful operation of a non-metal flexible hydrogen pipeline by State Power Investment Corporation [36] - The first domestic hydrogen internal combustion engine generator set has been commercially operated in Hubei, showcasing the ability to utilize industrial by-product hydrogen for power generation [36] - Plug Power has partnered with Allied Green to advance a green hydrogen project in Uzbekistan, highlighting international collaboration in the hydrogen sector [38]

Market Performance - The controllable nuclear fusion concept declined by 0.80%, ranking among the top declines in the concept sector, with notable declines in stocks such as Baile Electric, Shun Sodium, and Xue Ren [1] - In contrast, 23 stocks within the sector experienced price increases, with Pan-Asia Micro-Transparent, Xuguang Electronics, and Chujian New Materials leading the gains at 6.13%, 5.12%, and 3.62% respectively [1] Capital Flow - The controllable nuclear fusion concept saw a net outflow of 1.297 billion yuan, with 43 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 50 million yuan [2] - Baile Electric led the net outflow with 414.37 million yuan, followed by Xue Ren, Yongding, and Shun Sodium with net outflows of 136.02 million yuan, 120.57 million yuan, and 87.58 million yuan respectively [2] Top Gainers and Losers - The top gainers in the controllable nuclear fusion concept included stocks like Xiamen Tungsten, Xuguang Electronics, and Guoguang Electric, with net inflows of 82.02 million yuan, 33.49 million yuan, and 28.84 million yuan respectively [2][4] - The stocks with the largest declines included Baile Electric at -9.87%, Xue Ren at -6.96%, and Shun Sodium at -8.93% [2][3]

Group 1 - The concept stocks related to controllable nuclear fusion have declined, with companies such as Baili Electric (600468) and Haheng Huaton (301137) dropping over 7% [1] - Other companies like Wangzi New Materials (002735), Xue Ren Shares (002639), Zhongzhou Special Materials (300963), and Rongfa Nuclear Power (002366) also experienced a decline [1] - There is a notable influx of dark pool funds into these stocks, indicating potential interest from institutional investors [1]

Market Overview - On June 6, the Shanghai Composite Index rose by 0.04%, while the Shenzhen Component Index fell by 0.19%, and the ChiNext Index decreased by 0.45% [2] - A total of 54 stocks appeared on the daily trading list due to unusual trading activity, with the highest net inflow of funds into China Electric Power Xinlong (002298.SZ) amounting to 236 million yuan [2] Stock Performance - China Electric Power Xinlong saw a closing price increase of 9.96% with a turnover rate of 19.42%, while Snowman Co., Ltd. (002639.SZ) experienced a net outflow of 210 million yuan and closed down by 1.23% with a turnover rate of 46.27% [2] - Among the 54 stocks, 34 were net bought, and 20 were net sold, indicating a general preference for buying [2] Institutional Activity - On June 6, 26 stocks on the trading list had institutional participation, with a total net purchase of 439 million yuan, where institutions net bought 16 stocks and net sold 10 stocks [2] - The stock with the highest institutional net purchase was Xiongdi Technology (300546.SZ), which closed down by 10.56% with a turnover rate of 47.82% [3] Northbound Capital - Northbound capital participated in 16 stocks on the trading list, with a total net purchase of 304 million yuan, including a net purchase of 54.65 million yuan from the Shanghai Stock Connect and 249 million yuan from the Shenzhen Stock Connect [6] - The stock with the highest net purchase from northbound capital was Changshan Pharmaceutical (300255.SZ), amounting to 202 million yuan, while Snowman Co., Ltd. had the highest net sell of 107 million yuan [6] Common Trends - Both institutions and northbound capital collectively net bought stocks such as Changshan Pharmaceutical, Hailian Jinhui, Hengbao Co., Ltd., Haoshanghao, Maiwei Biotechnology, and Hunan Development [7] - There was a divergence in the trading of Cambridge Technology (603083.SH) and Zhongchong Co., Ltd., with institutions net buying Zhongchong Co., Ltd. while northbound capital net sold it [7]

6月6日，A股三大指数震荡走弱，全天成交1.18万亿元，较前一交易日缩量1398亿元，全市场涨跌个股数相当。 市场热点聚焦贵金属、民爆概念、农药兽药板块，另外，盲盒经济、谷子经济板块走低。 高位股方面，百利电气反包涨停走出15天8板，共创草坪晋级5连板，摘帽概念的金时科技4连板、永悦科技5天4板。 | 代码 | 名称 | 涨幅 | 现价 几天几板� | 涨停分析 | | --- | --- | --- | --- | --- | | 800328 | ST联合 | +4.97% | 6.34 7连板 | 重大资产重组+包装饮用水+ | | 600753 | *ST海钦 | +4.98% | 7.38 9天5板 | 大宗商品供应链+一季报诚? | | 600468 | 百利申气 | +9.96% | 7.95 9天5板 | 可控核聚变+超导+电网设备 | | 605099 | XD共创草 | +10.00% | 36.53 5手板 | 足球概念+体育产业+人造草 | | 603879 | 永悦科技 | +10.03% | 6.47 5天4板 | 物流无人机+不饱和聚酯树】 | | 603017 | 中衡设计 | ...