天眼查商业履历信息显示，祥鑫科技股份有限公司，成立于2004年，位于东莞市，是一家以从事汽车制 造业为主的企业。企业注册资本20413.8738万人民币，实缴资本20121.79万人民币。公司法定代表人为 陈荣。 金融界消息 截至2025年8月14日收盘，祥鑫科技（002965）报收于45.8元，上涨2.58%，换手率 21.11%，成交量42.09万手，成交金额19.07亿元。 资金流向方面，今日主力资金净流出4294.87万元，占比成交额2.25%。其中，超大单净流出10521.88万 元、占成交额5.52%，大单净流入6227.01万元、占成交额3.26%，中单净流出流入657.56万元、占成交 额0.34%，小单净流入3637.31万元、占成交额1.91%。 祥鑫科技最新一期业绩显示，截至2025一季报，公司营业总收入16.36亿元、同比增长4.13%，归属净利 润8590.29万元，同比减少29.15%，扣非净利润8279.19万元，同比减少29.95%，流动比率1.628、速动比 率1.069、资产负债率45.86%。 通过天眼查大数据分析，祥鑫科技股份有限公司共对外投资了21家企业，参与招投标项 ...

Company Overview - Xiangxin Technology Co., Ltd. was established in 2004 and is located in Dongguan City, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 2.04138738 billion RMB and a paid-in capital of 2.012179 billion RMB [1] Financial Performance - As of the first quarter of 2025, the company reported total operating revenue of 1.636 billion RMB, representing a year-on-year increase of 4.13% [1] - The net profit attributable to shareholders was 859.03 million RMB, a decrease of 29.15% year-on-year [1] - The non-recurring net profit was 827.92 million RMB, down 29.95% year-on-year [1] - The current ratio is 1.628, the quick ratio is 1.069, and the debt-to-asset ratio is 45.86% [1] Market Activity - As of August 13, 2025, the stock price closed at 44.65 RMB, with an increase of 7.1% [1] - The turnover rate was 26.79%, with a trading volume of 534,300 lots and a transaction amount of 2.346 billion RMB [1] - The net inflow of main funds was 172 million RMB, accounting for 7.35% of the transaction amount [1] - Large orders saw a net inflow of 225 million RMB, making up 9.61% of the transaction amount, while small orders experienced a net outflow of 30.32 million RMB, accounting for 1.29% [1] Investment and Intellectual Property - The company has made investments in 21 enterprises and participated in 20 bidding projects [2] - Xiangxin Technology holds 18 trademark registrations and 590 patents, along with 37 administrative licenses [2]

Core Viewpoint - A number of companies, including Jintian Co., Beiwai Technology, Dongfang Precision, and others, experienced a 10% limit-up in stock prices, indicating strong market performance and investor interest [1]. Group 1: Company Performance - Jintian Co. (601609) saw a price increase of 10.06% with a total market capitalization of 14 billion and a year-to-date increase of 62.03% [2]. - Beiwai Technology (002148) increased by 10.04%, with a market cap of 7.043 billion and a year-to-date increase of 91.18% [2]. - Dongfang Precision (002611) rose by 10.03%, holding a market cap of 23.1 billion and a year-to-date increase of 96.72% [2]. - Weike Technology (301196) experienced a 10.02% increase, with a market cap of 12.4 billion and a year-to-date increase of 202.82% [2]. - Changlan Technology (002879) increased by 10.01%, with a market cap of 3.544 billion and a year-to-date increase of 23.59% [2]. - Bowei Alloy (601137) rose by 10.01%, with a market cap of 19.8 billion and a year-to-date increase of 23.72% [2]. - Bojie Co. (002975) saw a 10% increase, with a market cap of 7.672 billion and a year-to-date increase of 59.53% [2]. - Hongya CNC (002833) increased by 10%, with a market cap of 8.306 billion and a year-to-date increase of 19.19% [2]. - Zhongjian Technology (002779) rose by 10%, with a market cap of 19.5 billion and a year-to-date increase of 117.24% [2]. - Ningbo Yunsheng (600366) increased by 9.99%, with a market cap of 17.3 billion and a year-to-date increase of 114.73% [2]. - Rongtai Health (603579) rose by 9.99%, with a market cap of 7.674 billion and a year-to-date increase of 202.92% [2]. - Inner Mongolia First Machinery (600967) saw a 9.98% increase, with a market cap of 49.1 billion and a year-to-date increase of 240.85% [2]. - Xiangxin Technology (002965) increased by 9.98%, with a market cap of 12.2 billion and a year-to-date increase of 75.85% [2]. - Dongjie Intelligent (300486) rose by 9.85%, with a market cap of 8.034 billion and a year-to-date increase of 160.96% [2]. - Anfu Technology (603031) increased by 9.76%, with a market cap of 6.883 billion and a year-to-date increase of 15.05% [2]. - Furi Electronics (600203) rose by 9.63%, with a market cap of 11.3 billion and a year-to-date increase of 112.56% [2]. - Shenghong Technology (300476) saw a 9.32% increase, with a market cap of 204.5 billion and a year-to-date increase of 465.60% [2].

Group 1 - The stock price of Xiangxin Technology is reported at 41.69 yuan, down by 1.20 yuan or 2.80% from the previous trading day [1] - The stock reached a high of 43.23 yuan and a low of 41.42 yuan during the trading session, with a trading volume of 234,187 hands and a transaction amount of 983 million yuan [1] - Xiangxin Technology is primarily engaged in the research, development, production, and sales of precision stamping molds and metal structural components, with applications in the automotive, communication equipment, and electronic appliances sectors [1] Group 2 - The company is classified under the general equipment manufacturing industry and is registered in Guangdong Province [1] - In response to investor inquiries, the company stated that it has not yet laid out plans for harmonic magnetic field motor technology but will continue to monitor its development trends [1] - The company also mentioned that it has no plans to participate in the World Robot Conference and cannot disclose specific customer information due to confidentiality requirements [1] Group 3 - Data shows that on August 12, the net outflow of main funds from Xiangxin Technology was 87.1668 million yuan, accounting for 1.05% of the circulating market value [1] - Over the past five days, the cumulative net outflow of main funds reached 118.7639 million yuan, representing 1.43% of the circulating market value [1]

Group 1 - The company has not yet laid out plans for the development of harmonic magnetic field motor technology [1] - The company will continue to monitor the development trends and market conditions of this technology [1] - The company aims to explore new fields and new businesses [1]

Group 1 - The company, Xiangxin Technology (002965.SZ), has no plans to participate in the World Robot Conference [2] - The company did not disclose specific customer information due to confidentiality requirements [2]

Investment Rating - The industry investment rating is Neutral [8] Core Insights - AI liquid cooling is transitioning from an optional to a necessary solution, with demand expected to drive rapid growth in market space and penetration rates [8] - The acceleration of ASIC layouts and the increase in domestic computing cluster scale will open new growth opportunities for the liquid cooling market [8] - The overseas supply gap in liquid cooling will provide opportunities for domestic suppliers to expand internationally, with expectations of moving from component supply to modular and integrated solutions [8] - The AI liquid cooling sector has high barriers to entry and significant value, suggesting a favorable competitive landscape and profitability in the medium to long term [8] Summary by Sections Liquid Cooling Market Dynamics - The demand for AI computing centers is driving the need for high-density GPU clusters, leading to a shift towards liquid cooling solutions [8] - Major cloud service providers are accelerating the development of customized ASICs and integrating liquid cooling solutions [8] Investment Recommendations - Suggested companies to watch include: - Yinvik (002837, Not Rated) - Yinlun (002126, Buy) - Feilong (002536, Not Rated) - Chuanhuan Technology (300547, Not Rated) - Xiangxin Technology (002965, Not Rated) - Sulian Technology (301397, Not Rated) - Zhongding (000887, Not Rated) [3]

证券代码：002965 证券简称：祥鑫科技 公告编号：2025-043 祥鑫科技股份有限公司 关于公司控股股东、实际控制人权益变动触及 1%整数倍的公告 本公司控股股东、实际控制人陈荣先生、谢祥娃女士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。 变动后，陈荣先生、谢祥娃女士直接持有公司股份 83,948,783 股，占公司总股本的 31.63%，权益变动触及 1%的整数倍。现将具体情况公告如下： 一、本次权益变动情况 | 1．基本情况 | | | | | | --- | --- | --- | --- | --- | | 信息披露义务人 陈荣、谢祥娃 | | | | | | 住所 | 广东省东莞市长安镇 | | | | | 权益变动时间 2025 年 | 08 月 | 06 日至 2025 | 年 08 月 07 日 | | | | 通过集中竞价交易方式累计减持公司股份 | | | 2,539,717 股、通 | | 权益变动过程 | 过大宗交易方式累计减持公司股份 | | 460,200 | 股，累计权益变 | | 动比例为 | 1.13%。 | | | | | 股票简 ...

Core Viewpoint - Xiangxin Technology has enhanced its technological layout in the liquid cooling field by obtaining a patent for a modular liquid cooling heat exchange component, which allows for flexible assembly and improved heat exchange efficiency [1][2] Group 1: Patent and Technology Development - The newly acquired patent for a "modular liquid cooling heat exchange component" includes heat exchange modules, intermediate modules, and end modules, enabling flexible assembly based on actual needs [1] - The modular design allows adjustments in the area, size, and number of heat exchange channels, thereby improving heat exchange efficiency for various applications [1] Group 2: Existing Technologies and Applications - Xiangxin Technology has previously made several advancements in the liquid cooling sector, including the release of a direct refrigerant cooling technology at the end of 2024 [1] - The direct refrigerant cooling technology has broad application potential in cooling systems for electric vehicle power batteries, motor control systems, energy storage batteries, computing servers, and low-altitude unmanned aerial vehicles [1] Group 3: Competitive Advantages - Compared to other liquid cooling solutions, Xiangxin's direct refrigerant cooling solution has a significantly higher heat transfer coefficient, outperforming traditional liquid cooling solutions by 1-2 orders of magnitude under the same temperature and model conditions [2] - The simpler structure of the direct cooling system helps reduce costs and the number of components, which also lowers maintenance risks and costs [2] Group 4: Market Potential - The direct refrigerant cooling technology is expected to bring disruptive changes to the market, particularly in the electric vehicle sector, due to its strong advantages [2]

8月8日，祥鑫科技大宗交易成交5.2万股，成交额203.06万元，占当日总成交额的0.17%，成交价39.05元，较市场收盘价 42.93元折价9.04%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交星 (万股/万份) | 成交全额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-08 | 002965 | 祥鑫科技 | 39.05 | 5.20 | 203.06 | 机构专用 | 国信证券股份有限 | | | | | | | | | 公司东莞虎门体育 | | | | | | | | | 路证券营业部 | ...