分红方面，东方电热A股上市后累计派现4.17亿元。近三年，累计派现1.78亿元。 机构持仓方面，截止2025年6月30日，东方电热十大流通股东中，国寿安保智慧生活股票A（001672） 位居第五大流通股东，持股1190.00万股，相比上期增加100.00万股。香港中央结算有限公司位居第七大 流通股东，持股786.01万股，相比上期增加297.29万股。 责任编辑：小浪快报 融券方面，东方电热9月9日融券偿还0.00股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量1600.00股，融券余额9552.00元，超过近一年50%分位水平，处于较高位。 资料显示，镇江东方电热科技股份有限公司位于江苏省镇江新区大港五峰山路18号，成立日期2000年2 月2日，上市日期2011年5月18日，公司主营业务涉及工业和民用高性能电加热器及其控制系统的研发、 制造和销售。主营业务收入构成为：家用电器元器件40.94%，新能源装备制造27.98%，新能源汽车元 器件17.40%，光通信材料9.84%，锂电池材料3.29%，其他(补充)0.56%。 截至6月30日，东方电热股东户数5.30万，较上期减少1.78 ...

证券日报网讯 9月8日晚间，东方电热发布公告称，2025年7月17日，公司与温擎智控（上海）机器人有 限公司（简称"温擎智控"）、江苏鼎之誉新能源科技有限公司及厦门纵横金鼎私募基金管理有限公司共 同签署了《共青城鼎盛征程创业投资合伙企业（有限合伙）合伙协议》，公司及公司控股子公司温擎智 控作为有限合伙人参与投资设立共青城鼎盛征程创业投资合伙企业（有限合伙）（简称"产业基金"）。 该产业基金募集总规模为1亿元人民币，其中公司以自有资金认缴出资2，900万元，认缴比例为29%； 公司控股子公司温擎智控以自有资金认缴出资2，000万元，认缴比例为20%。近日，产业基金已根据相 关法律法规的要求，在中国证券投资基金业协会完成私募投资基金备案手续，并取得了《私募投资基金 备案证明》。 （文章来源：证券日报） ...

（文章来源：新京报） 新京报贝壳财经讯 9月8日，东方电热发布公告称，公司与温擎智控、江苏鼎之誉及厦门纵横金鼎共同 设立的共青城鼎盛征程创业投资合伙企业（有限合伙）已在中国证券投资基金业协会完成私募投资基金 备案手续，并取得了《私募投资基金备案证明》。产业基金募集总规模为1亿元，公司认缴出资2900万 元，认缴比例为29%；公司控股子公司温擎智控认缴出资2000万元，认缴比例为20%。 ...

新京报贝壳财经讯 9月8日，东方电热发布公告称，公司与温擎智控、江苏鼎之誉及厦门纵横金鼎共同 设立的共青城鼎盛征程创业投资合伙企业（有限合伙）已在中国证券投资基金业协会完成私募投资基金 备案手续，并取得了《私募投资基金备案证明》。产业基金募集总规模为1亿元，公司认缴出资2900万 元，认缴比例为29%；公司控股子公司温擎智控认缴出资2000万元，认缴比例为20%。 编辑 杨娟娟 ...

东方电热公告，公司与温擎智控、江苏鼎之誉及厦门纵横金鼎共同设立的共青城鼎盛征程创业投资合伙 企业（有限合伙）已在中国证券投资基金业协会完成私募投资基金备案手续，并取得了《私募投资基金 备案证明》。产业基金募集总规模为1亿元人民币，公司认缴出资2900万元，认缴比例为29%；温擎智 控认缴出资2000万元，认缴比例为20%。 ...

镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东方电热 公告编号：2025-061 | 托管人名称 | 上海浦东发展银行股份有限公司 | | | | | --- | --- | --- | --- | --- | | 备案日期 | 2025 9 日 | 年 | 月 | 5 | 镇江东方电热科技股份有限公司 关于与专业投资机构合作投资设立产业基金的进展公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、对外投资情况概述 2025 年 7 月 17 日，镇江东方电热科技股份有限公司（以下简称"公司"） 与温擎智控（上海）机器人有限公司（以下简称"温擎智控"）、江苏鼎之誉新 能源科技有限公司及厦门纵横金鼎私募基金管理有限公司共同签署了《共青城鼎 盛征程创业投资合伙企业（有限合伙）合伙协议》，公司及公司控股子公司温擎 智控作为有限合伙人参与投资设立共青城鼎盛征程创业投资合伙企业（有限合伙） （以下简称"产业基金"）。该产业基金募集总规模为 1 亿元人民币，其中公司 以自有资金认缴出资 2,900 万元，认缴比例为 29%；公司控股子公司温擎智控以 自 ...

Group 1 - Dongfang Electric Heat expects significant growth in silicon-carbon anode material equipment next year, with a manufacturing cycle of approximately 3-4 months and installation taking about 2 months [1] - The company currently has a stable order of around 2,000 tons per month for pre-plated nickel materials, primarily supplying an international battery enterprise, with plans for increased procurement by 2026 [1] - The positive developments in the silicon-carbon anode material sector and stable orders indicate substantial growth potential for Dongfang Electric Heat in the new energy market [1] Group 2 - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its "clean energy + semiconductor" dual-driven development strategy [2] - The company is in discussions with intermediaries regarding the specifics of the H-share issuance, aiming to accelerate capacity and global service capabilities [2] - This strategic move reflects Robotech's proactive response to the rapid growth of domestic and international business, indicating promising future prospects [2] Group 3 - ST Pava and its director Zhang Bao are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [3] - The company asserts that its daily operations remain normal and that the investigation will not significantly impact its production and business activities [3] - Despite the regulatory scrutiny, ST Pava's basic business operations continue, and the situation warrants close monitoring for potential legal and financial repercussions [3]

Group 1 - Dongfang Electric Heat expects significant growth in silicon-carbon anode material equipment in 2026, with a manufacturing cycle of 3-4 months and installation taking about 2 months [1] - The company currently has a stable order of approximately 2,000 tons per month for pre-plated nickel materials, primarily supplying an international battery company [1] - The international battery company plans to significantly increase its procurement volume in 2026, and a leading domestic battery company is also expected to make breakthroughs in purchasing pre-plated nickel materials from Dongfang Electric Heat [1] Group 2 - Robotech plans to issue H-shares and list on the Hong Kong Stock Exchange to support its "clean energy + semiconductor" dual-driven development strategy [2] - This move aims to accelerate capacity enhancement and global service capabilities, enhancing the company's competitiveness and ability to raise funds abroad [2] - The details of the H-share issuance and listing are still under discussion with relevant intermediaries [2] Group 3 - ST Pava and its director Zhang Bao are under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [3] - The company asserts that its daily operations remain normal and that the investigation will not have a significant impact on its production and operations [3] - The company will cooperate with the regulatory authority and adhere to information disclosure obligations [3]

Q&A 东方电热在家电板块的最新进展和策略是什么？ 东方电热在家电板块通过调整产品结构，从传统的家用空调转向智能小家电的 电加热产品，以提高产品利润率。同时，销售结构也从以内贸为主转向积极拓 展外贸客户。目前，三星和 ROG 已经通过了审场，预计下半年会有订单放出。 整体来看，家电板块稳中向好。 新能源汽车 PTC 板块目前的发展情况如何？ 2025 年上半年，新能源汽车 PTC 板块实现了 3,500 万净利润。近期订单非常 饱和，公司 24 小时加班生产，但产能仍不足，目前正在积极扩产。此外，公 司还在拓展座椅通风、按摩、压力感知等产品。如果这些新产品在 2026 年放 量，单车价值量有望从 500 元提升到 1,500 元。总体而言，新能源汽车板块保 公司已与头部企业签订一套硅碳负极设备供货合同，预计 2026 年该企 业扩产至 2 万吨，对应设备需求约 10-15 台，市场份额约 1.5 亿元。预 计明年订单份额可达 3 至 5 亿元。 公司掌握 6,000 伏超高压熔盐储能技术，国内市场占有率超 80%，上 半年已签订近 1 亿元合同，全年目标 1.5 亿至 2 亿元，预计 2026 年合 同额可达 ...

Suspension and Resumption of Trading - Sunflower plans to acquire controlling stake in Xipu Materials and 40% stake in Beid Pharmaceutical, resulting in stock suspension [1] - Kuangda Technology's controlling shareholder intends to transfer 28% of shares, with Zhuzhou State-owned Assets Supervision and Administration Commission becoming the actual controller, leading to stock resumption [1] Mergers and Acquisitions - Silin Jie intends to issue shares and pay cash to acquire 71% of Keke Electronics [2] Share Buybacks, Increases, and Equity Transfers - Guizhou Moutai receives a commitment from Agricultural Bank to support stock buyback with a loan not exceeding RMB 2.7 billion [3] - BGI Genomics' shareholder plans to transfer 2.64% of the company's shares [3] Investment Cooperation and Operational Status - Guangqi Technology's subsidiary has signed mass production contracts for metamaterials worth a total of RMB 1.278 billion with five clients [4] - Dongfang Electric's pre-plated nickel material orders are around 2,000 tons monthly, primarily supplying an international battery company, with significant procurement increases expected by 2026 [4] - Lianchuang Optoelectronics plans to jointly invest with related and unrelated parties to establish a commercial aerospace operation company in Ziyang [5] - Aerospace Hongtu signed a strategic cooperation agreement for an internet satellite project with Pakistan worth RMB 2.9 billion [6] - Tianji shares are gaining market attention for solid-state battery concepts, with its subsidiary obtaining patents for lithium sulfide materials and their applications [6] - Mingzhi Electric has sent samples to over a hundred leading domestic and international robot manufacturers [6] - Jidian shares received RMB 919 million in subsidy funds in August, with a total of RMB 1.271 billion received from January to August 2025, a 154.2% increase year-on-year [6] - *ST Songfa's subsidiary, Hengli Shipbuilding, signed contracts for two 30.6 million-ton ultra-large crude oil tankers [7] - Robotek plans to issue H-shares and list on the Hong Kong Stock Exchange [8] - China State Construction plans to acquire equity in a Shanghai real estate project for approximately RMB 15.478 billion [9]