格隆汇9月15日丨集泰股份(002909.SZ)在互动平台表示，公司的液冷硅油目前仍处于验证阶段，尚未进 行规模化生产与市场投放，公司现有产能具备液冷硅油批量生产的条件。公司将持续关注行业技术趋势 与客户验证反馈，稳步推进研发成果的转化进程。 ...

Core Viewpoint - The company, Guangzhou Jitai Chemical Co., Ltd., has announced a share repurchase plan with a budget between RMB 20 million and RMB 40 million, aimed at implementing employee stock ownership plans or equity incentive plans [1][3]. Group 1: Share Repurchase Plan - The board approved the share repurchase plan on December 25, 2024, allowing the company to use bank loans, self-owned funds, or other self-raised funds for the repurchase [1]. - The maximum repurchase price is set at RMB 8.57 per share, with the repurchase period not exceeding twelve months from the board's approval date [1]. - Following the annual equity distribution, the maximum repurchase price was adjusted to RMB 8.47 per share, effective from May 12, 2025 [2]. Group 2: Progress of Share Repurchase - As of August 31, 2025, the company has repurchased 800,000 shares, accounting for 0.21% of the total share capital, with a total expenditure of RMB 4,212,000 [3]. - The repurchase was conducted at a maximum price of RMB 5.52 per share and a minimum price of RMB 4.86 per share, adhering to the adjusted price limit [3]. Group 3: Compliance and Regulations - The company has ensured that the share repurchase activities comply with relevant regulations, including the Shenzhen Stock Exchange's guidelines [4][5]. - The company has not repurchased shares during periods that could significantly impact the trading price of its securities [5]. - The repurchase transactions are conducted under specific conditions, including not exceeding the daily trading price limit [6][7].

Group 1 - The company, Guangzhou Jitai Chemical Co., Ltd., plans to repurchase its shares using bank loans, self-funds, or other raised funds, with a total repurchase amount between 20 million and 40 million yuan, and a maximum repurchase price of 8.57 yuan per share [1] - After the annual equity distribution in 2024, the maximum repurchase price will be adjusted to 8.47 yuan per share, effective from May 12, 2025 [1] - As of August 31, 2025, the company has repurchased 800,000 shares, accounting for 0.21% of the total share capital, with a total payment of 4,212,000 yuan [2] Group 2 - The repurchase of shares complies with relevant regulations, and the company has not conducted repurchases during significant events that could impact stock prices [3] - The company will continue to implement the repurchase plan based on market conditions and will fulfill information disclosure obligations as required [3]

证券代码：002909 证券简称：集泰股份 公告编号：2025-070 广州集泰化工股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 广州集泰化工股份有限公司（以下简称"公司"）于 2024 年 12 月 25 日召 开第四届董事会第七次会议，审议通过了《关于回购公司股份方案暨取得金融机 构回购专项贷款承诺函的议案》（以下简称"本次回购"），同意公司使用银行 专项贷款资金、自有资金或其他自筹资金以集中竞价交易方式回购公司部分已在 境内发行的人民币普通股（A 股）股票，用于后期实施员工持股计划或者股权激 励计划。本次回购金额不低于人民币 2,000 万元（含），且不超过人民币 4,000 万元（含），回购价格不超过 8.57 元/股（含），回购股份期限为自公司董事会 审议通过回购股份方案之日起不超过十二个月。具体内容详见公司 2024 年 12 月 26 日披露于《证券时报》《中国证券报》《上海证券报》《证券日报》及巨潮 资讯网（www.cninfo.com.cn）上的相关公告。 二、其他说明 公司回购股份的时间、回购股份 ...

Market Overview - The market experienced a significant drop, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 1.76%, 1.43%, and 0.69% respectively, with over 4,700 stocks declining and only around 600 stocks rising [4] - Despite the indices showing a modest decline, the actual market impact was severe, indicating a split market where many stocks were falling while a few were driving index gains [5][6] Sector Performance - The computing power concept stocks saw a strong morning surge, with companies like Runjian Co., Meige Intelligent, and Dawang Technology hitting the daily limit, but faced significant sell-offs later [3] - The rare earth sector continued to perform well, with companies like Beikong Technology and Northern Rare Earth reaching their daily limit [3] - The CPO sector also experienced a notable rise, with Cambridge Technology achieving three consecutive limit-ups [3] Notable Stocks - Cambrian's stock price rose over 10% to exceed 1,460 yuan, surpassing Kweichow Moutai, which fell to 1,448 yuan, leading to discussions about Cambrian becoming the "new stock king" [11] - Alibaba-related computing power stocks initially surged but ultimately closed down by 1.81%, despite positive speculation about Alibaba's upcoming earnings report [14] - Zhouming Technology announced a partnership with Saudi Arabia's Al-Nassr Club, which initially boosted its stock price but ultimately closed down by 2% [16] Policy Impact - The Ministry of Commerce announced plans to introduce policies to promote service exports, which led to a temporary surge in Cross-Border Communication's stock price, although the connection to cross-border e-commerce remains tenuous [18]

Market Overview - The chemical products sector experienced a decline of 2.12% on August 27, with Feilu Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Top Performers - The following companies showed significant gains: - Boyuan Co., Ltd. (Code: 301617) closed at 59.88, up 10.91% with a trading volume of 108,500 shares and a transaction value of 647 million [1] - Jitai Co., Ltd. (Code: 002909) closed at 7.66, up 10.06% with a trading volume of 538,700 shares [1] - Jianye Co., Ltd. (Code: 603948) closed at 24.11, up 9.99% with a trading volume of 84,800 shares and a transaction value of 195 million [1] Underperformers - The following companies faced notable declines: - Feilu Co., Ltd. (Code: 300665) closed at 9.79, down 8.50% with a trading volume of 652,400 shares and a transaction value of 668 million [2] - Fengguang Co., Ltd. (Code: 301100) closed at 18.86, down 6.96% with a trading volume of 46,800 shares [2] - Wanfeng Co., Ltd. (Code: 603172) closed at 16.43, down 6.59% with a trading volume of 31,500 shares [2] Capital Flow - The chemical products sector saw a net outflow of 3.045 billion in main funds, while retail investors contributed a net inflow of 2.168 billion [2] - The following companies had significant capital flows: - Jitai Co., Ltd. had a main fund net inflow of 127 million, but a net outflow from retail investors of 72.54 million [3] - Huangma Technology (Code: 603181) had a main fund net inflow of 105 million, with retail investors also experiencing a net outflow of 59.02 million [3]

Core Viewpoint - The company is currently in the research and development phase for its liquid cooling silicone oil and has not yet commenced mass production or market launch [2] Group 1 - The liquid cooling silicone oil is still under development and has not been scaled for production or market release [2] - The company has the existing capacity to produce liquid cooling silicone oil in bulk [2] - The company will continue to monitor market demand and will promote the industrialization of its innovative results as appropriate [2]

Group 1 - The core focus of the company is on the development of liquid cooling thermal conductive silicone oil [1] - The primary applications of this product are in thermal management solutions for data centers and energy storage [1]

Core Viewpoint - The company is currently in the research and development phase for its liquid cooling silicone oil, with no market launch yet [1] Group 1: Company Development - The existing production capacity of the company is capable of mass production of liquid cooling silicone oil [1] - The company is focusing on the development opportunities in the liquid cooling market due to the increasing demand for computing power driven by global digitalization and intelligence [1] - The company will continue to monitor market demand changes and promote the industrialization of innovative results in a timely manner [1]

Core Viewpoint - The company is currently in the research and development phase for its liquid-cooled silicone oil and has not yet launched it in the market [1] Group 1: Company Development - The company's existing production capacity is capable of mass production of liquid-cooled silicone oil [1] - The company is highly attentive to the development opportunities in the liquid cooling sector due to the increasing demand for computing power driven by global digitalization and intelligence [1] - The company plans to continuously monitor market demand changes and will promote the industrialization of innovative results in a timely manner [1] Group 2: Industry Outlook - The liquid cooling market has a broad prospect as the demand for computing power continues to rise [1]