证券代码：300128 证券简称：锦富技术 公告编号：2025-066 苏州锦富技术股份有限公司 第六届董事会第二十五次会议决议公告 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。 苏州锦富技术股份有限公司（以下简称"公司"）第六届董事会第二十五次 会议（以下简称"本次会议"）通知于 2025 年 10 月 17 日发出，并于 2025 年 10 月 28 日上午 10：00 以现场结合通讯方式举行。本次会议由顾清董事长主持， 应参会董事五名，实际参会董事五名。本次会议召集、召开情况符合《公司法》 《公司章程》及公司《董事会议事规则》的有关规定。 经与会董事审议及表决，通过如下议案： 1、《关于公司 2025 年第三季度报告的议案》； 表决情况：同意 5 票；反对 0 票；弃权 0 票。 与会董事认为，公司 2025 年第三季度报告真实、准确地反映了公司报告期 内的经营状况。 本议案已经公司董事会审计委员会审议通过。 有 关 上 述 议 案 的 具 体 内 容 ， 请 参 见 公 司 同 日 刊 登 于 巨 潮 资 讯 网 （www.cninfo.com.cn ...

证券代码：300128 证券简称：锦富技术 公告编号：2025-072 苏州锦富技术股份有限公司 股票交易异常波动公告 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。 一、股票交易异常波动的具体情况 苏州锦富技术股份有限公司（以下简称"公司"）股票（证券代码：300128； 证券简称：锦富技术）连续三个交易日（2025 年 10 月 24 日、2025 年 10 月 27 日、2025 年 10 月 28 日）收盘价格涨幅偏离值累计超过 30%，根据深圳证券交易 所相关规定，属于股票交易异常波动的情况。 二、关注及核实情况说明 针对公司股票交易异常波动，公司对有关事项进行了核查，并询问了公司控 股股东及实际控制人，现就有关情况说明如下： 1、公司未发现前期披露的信息存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司目前经营情况正常，内外部经营环境均未发生或预计将要发生重大 变化。 4、经核查，公司及控股股东、实际控制人不存在关于公司的应披露而未披 露的其他重大事项，也不存在关于本公司 ...

Market Overview - The market experienced slight declines with mixed performance across indices, yet the overall profit-making effect was not strong [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index fell by 0.22%, 0.44%, and 0.15% respectively, with nearly 3,000 stocks declining and over 2,300 rising [3] - The total trading volume in the two markets remained at 1.1 trillion [3] Fujian Local Stocks - Fujian local stocks surged significantly following a series of articles from Xinhua News Agency, with notable performances from Pingtan Development and Dahua Intelligent, both achieving four consecutive trading limit increases [7] - The sector saw an overall increase of over 6% by the end of the trading day, marking a true breakout after continuous testing [7] - Other stocks such as Xiamen Port and Xiamen Airport also reached their daily limits, indicating strong investor interest [7] Abstract Stocks - Abstract stocks began to gain momentum in the afternoon, with Unification Holdings leading the charge and achieving a rapid increase [9] - Guotong Holdings attempted to reach its limit but ultimately closed up by 5.48% due to less favorable name recognition compared to peers [9] - Other stocks like Huasheng Technology also saw significant gains, reflecting a trend of speculative trading based on company names [9] Jinfu Technology - Jinfu Technology announced a significant order for a custom-developed cooling architecture for a Taiwanese client, which contributed to its stock price surge [11] - The company is preparing for production related to the next-generation B300 chip, aligning well with market expectations [11] - Despite a history of annual losses, the stock's performance indicates strong speculative interest driven by recent announcements [11] Huajian Group - Huajian Group faced a dramatic decline, with a cumulative drop of over 40% in the last five trading days, attributed to a lack of clarity regarding its future plans [14] - The stock's previous surge of over 200% was linked to speculation about a potential asset restructuring, which was later denied by the company [14] - The recent sell-off has attracted attention from retail investors looking to capitalize on perceived undervaluation despite the stock's volatility [14]

Core Viewpoint - Jinfu Technology experienced a significant increase in stock price, reaching a daily limit up of 20%, with a trading volume of 2.873 billion yuan and a turnover rate of 27.67% [2] Trading Activity - The stock had a trading amplitude of 22.08%, with institutional investors net selling 9.2926 million yuan while the Shenzhen Stock Connect saw a net purchase of 2.3115 million yuan [2] - The top five trading departments accounted for a total transaction volume of 527 million yuan, with a net selling amount of 53.8069 million yuan [2] - Specific trading details show that three institutional special seats were involved, with a total buying amount of 90.0091 million yuan and selling amount of 99.3017 million yuan, resulting in a net sell of 9.2926 million yuan [2] Capital Flow - The stock saw a net inflow of 198 million yuan from major funds, with a large single net inflow of 324 million yuan, while large single funds experienced a net outflow of 126 million yuan [2] - Over the past five days, the net inflow of major funds totaled 209 million yuan [2] Margin Trading Data - As of October 27, the margin trading balance for the stock was 395 million yuan, with a financing balance of 394 million yuan and a securities lending balance of 31.96 million yuan [3] - In the last five days, the financing balance increased by 38.9277 million yuan, representing a growth of 10.95%, while the securities lending balance increased by 25.03 million yuan, a growth of 361.05% [3] Specific Trading Details - The top buying and selling departments included: - Buy One: Guotai Junan Securities, 60.0697 million yuan - Buy Two: Shenzhen Stock Connect, 49.3228 million yuan - Sell One: China Galaxy Securities, 0.00 million yuan sold [4]

Market Overview - On October 28, A-shares experienced a pullback after reaching a high, with all three major indices closing lower. The Shanghai Composite Index fell by 0.22% to 3988.22 points, the Shenzhen Component Index dropped by 0.44%, and the ChiNext Index decreased by 0.15%. The total market turnover exceeded 2.16 trillion yuan [1]. Sector Performance - Regional concept stocks were active, particularly in Fujian, with multiple stocks hitting the daily limit. Notable performers included Road and Bridge Information, which reached a "30CM" limit, and Haixia Innovation, which achieved a "20CM" limit. Other stocks like Fujian Cement and Zhangzhou Development also saw significant gains [3]. - The Free Trade Zone concept was notably active, with sectors such as Fujian Free Trade Zone, Hainan Free Trade Zone, and Guangdong Free Trade Zone showing strong performance. Additionally, military equipment, transportation, and battery-related sectors also posted gains, while previously strong sectors like non-ferrous metals, precious metals, steel, and rare earths experienced a pullback [3]. Robotics Sector - The humanoid robot concept saw a resurgence in activity, with stocks like Yongmaotai and Fangzheng Electric hitting the daily limit. Sanhua Intelligent Controls experienced a sharp rise, reaching a historical high before closing with an 8.21% increase at 52.61 yuan per share, with a trading volume of 180.85 billion yuan and a market capitalization of 221.43 billion yuan [4][6]. Investment Insights - Ping An Securities reported that the medium to long-term technology market is expected to continue, highlighting investment opportunities in advanced manufacturing sectors such as semiconductors, general aviation, and innovative pharmaceuticals. By 2025, domestic policy support and industrial innovation are anticipated to bolster the A-share market's technology trends [8]. - CITIC Securities noted that the market style remains in a high-level oscillation, focusing on technology themes. The current period coincides with the intensive disclosure of third-quarter earnings, with themes like "anti-involution," AI computing power, and semiconductors expected to maintain investor interest [8]. Precious Metals Market - The gold and non-ferrous metal sectors experienced significant declines, with industrial metals leading the drop. Notable declines included Tongling Nonferrous Metals hitting the daily limit down, along with other major players like Jincheng Gold and Jiangxi Copper [9]. - Guoxin Futures reported that the global precious metals market underwent a typical "breakout-high-retracement" phase in October, with prices reaching historical highs. As the month ends, easing geopolitical tensions and profit-taking by investors have led to noticeable price corrections, although the overall strong trend remains intact. The outlook for November suggests continued high-level oscillation in the precious metals market [11].

Market Overview - The battery sector increased by 0.41% compared to the previous trading day, with Jinfu Technology leading the gains [1] - The Shanghai Composite Index closed at 3988.22, down 0.22%, while the Shenzhen Component Index closed at 13430.1, down 0.44% [1] Key Stocks Performance - Jinfu Technology (300128) closed at 8.68, up 20.06% with a trading volume of 3.59 million shares and a transaction value of 2.873 billion [1] - Jinyinhai (300619) closed at 44.92, up 11.74% with a trading volume of 311,800 shares and a transaction value of 1.409 billion [1] - Tianji Co., Ltd. (002759) closed at 24.50, up 7.64% with a trading volume of 1.55 million shares and a transaction value of 3.713 billion [1] - Honggong Technology (301662) closed at 133.68, up 6.76% with a trading volume of 33,900 shares and a transaction value of 442 million [1] - Tianci Materials (002709) closed at 37.24, up 5.68% with a trading volume of 1.535 million shares and a transaction value of 5.634 billion [1] Capital Flow Analysis - The battery sector saw a net inflow of 331 million from main funds, while retail investors experienced a net outflow of 613 million [2][3] - Main funds showed significant net inflows in stocks like Tianci Materials (002709) with 56.8 million and Jinfu Technology (300128) with 18.2 million [3] - Retail investors had notable outflows in stocks such as Tianji Co., Ltd. (002759) with 28.2 million and Jinfu Technology (300128) with 77.18 million [3]

Group 1 - The stock price of Siquan New Materials (301489.SZ) fell by 16.98% to 203.3 yuan, with a trading volume of nearly 3 billion yuan for the day [1] - Jinfu Technology announced that it has received an order from a Taiwanese customer for a custom-developed 0.08mm blade heat dissipation structure, which has been used in the liquid cooling system for the B200 chip [1] - The adaptation plan for the next-generation B300 chip has completed multiple rounds of sample testing with positive feedback and is now entering the production preparation stage [1] Group 2 - Industry insiders suggest that the market performance is partly reflecting the perception that Siquan New Materials' business is being "snatched" [1]

Group 1 - The core point of the article highlights that Suzhou Jinfu Technology Co., Ltd. has achieved a record trading volume of 2.515 billion yuan, marking a new high since its listing [2] - The latest stock price of Jinfu Technology has increased by 20.06%, with a turnover rate of 24.49% [2] - The previous trading day's total transaction volume for the stock was 1.868 billion yuan [2] Group 2 - Suzhou Jinfu Technology Co., Ltd. was established on March 29, 2004, with a registered capital of 1.299115412 billion yuan [2]

人形机器人概念反复活跃，锦富技术涨超16%，永茂泰、方正电机此前涨停，超捷股份、楚江新材、南 京聚隆、三花智控、阿尔特等涨幅居前。 ...

Group 1 - The development and application demand for AI technology is driving the continuous increase in market requirements for GPU performance, leading to accelerated iterations and upgrades of GPU chips [1] - Current GPU products are evolving from the B200 to the new generation B300, both based on the Blackwell architecture; GB200 and GB300 represent the core development direction of data center computing power [1] Group 2 - The significant increase in chip power and computing performance has made heat dissipation a key bottleneck in performance release [2] - Jinfu Technology has developed a 0.08mm serrated heat dissipation architecture, which has received orders from a Taiwanese customer for use in the liquid cooling system of the B200 chip, utilizing the latest MLCP technology to effectively address TDP thermal effects for processors with power consumption of 1800W-2000W and above [2] - Jinfu Technology is deepening technical cooperation with leading global GPU companies and their ODM partners, aiming to complete reliability verification before large-scale shipments of GB300 and enhance R&D investment in microchannel cooling plate architecture [2]