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：2025-063 二、对外投资进展情况 公司全资孙公司东方电热科技（泰国）有限公司（以下简称"东方泰国"）近日与 WHA INDUSTRIAL ESTATE RAYONG COMPANY LIMITED（以下简称"卖方"）签订《土地买卖合同》， 东方泰国向卖方购买其位于泰国罗勇府 WHA 一般工业区内编号为 JX03 的地块，面积约 21.35 莱，购买价款总额为 92,195,769.05 泰铢（约合人民币 2,010.77 万元）。 三、《土地买卖合同》主要内容 （一）协议双方 卖方：WHA INDUSTRIAL ESTATE RAYONG COMPANY LIMITED 买方：东方电热科技（泰国）有限公司 （二）土地情况 镇江东方电热科技股份有限公司 关于在泰国设立子公司并建设生产基地的进展公告 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、本次对外投资概述 镇江东方电热科技股份有限公司（以下简称"公司"）于 2025 年 3 月 21 日召开第六届董 事会第三次会议，审 ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

Group 1 - The company is advancing research on fluid materials [1] - Silicon-carbon anode equipment is expected to be delivered by mid-November [1] - The company anticipates significant production volume next year [1]

Core Viewpoint - The company, Dongfang Electric Heating, is actively seeking to expand its customer base by targeting leading enterprises in the robotics sector and is moving forward with product sample testing [1] Group 1 - The company is focusing on expanding its client base within the robotics industry [1] - The company is committed to advancing product sample testing as part of its strategy [1]

Core Viewpoint - The company, Dongfang Electric Heating, primarily produces pre-plated nickel materials for power applications [1] Group 1 - The majority of the pre-plated nickel materials produced by the company are for power-related uses [1]

Core Viewpoint - The company, Dongfang Electric Heating, maintains a leading market share in the molten salt energy storage sector and has successfully commercialized a 6kV molten salt energy storage electric heater, marking a first in the domestic market [1] Group 1 - The company has achieved commercial application of its 6kV molten salt energy storage electric heater, which is the first of its kind in the country [1] - The company plans to actively expand the application of molten salt energy storage beyond grid peak regulation [1]

Core Viewpoint - The company currently has a monthly production capacity of 2,000 tons of pre-plated nickel, with potential for further capacity increase before the new production line becomes operational [2]. Group 1: Production Capacity - The designed production capacity of the company's pre-plated nickel material production line is 23,500 tons per year [2]. - Under full order conditions, the actual production capacity is expected to reach between 50,000 to 60,000 tons per year [2]. - There is an anticipated capacity increase of approximately 40,000 tons before the new production line starts mass production [2]. Group 2: Product Application - The majority of the pre-plated nickel materials produced by the company are primarily for power battery applications [2].

镇江东方电热科技股份有限公司（以下简称"公司"或"甲方"）于2025年4月22日召开 第六届董事会第四次会议，审议通过了《关于公司2025年度为合并报表范围内子公司提供担保 额度的议案》，其中：同意公司在2025年度为全资子公司江苏九天光电科技有限公司（以下简 称"江苏九天"或"债务人"）向相关银行申请的综合授信提供担保额度不超过1.8亿元。具 体内容详见公司在中国证监会指定信息披露网站巨潮资讯网披露的《关于公司2025年度为合并 报表范围内子公司提供担保额度的公告》（公告编号：2025-027）。2025年5月30日，公司召 开的2024年度股东大会审议批准了上述事项。 二、本次担保情况 2025年9月29日，公司与中信银行股份有限公司泰州分行（以下简称"中信银行泰州分行" 或"乙方"）签署合同编号为2025信泰银最保字第00073号《最高额保证合同》，约定公司为 江苏九天与中信银行泰州分行在2025年9月29日至2026年5月31日（包括该期间的起始日和届满 日）期间签署的主合同所形成的债务提供连带责任担保,担保最高额度为3,000万元。 镇江东方电热科技股份有限公司 证券代码：300217 证券简称：东 ...

Core Viewpoint - Dongfang Electric Heating (300217) anticipates a significant increase in revenue and gross margin in the second half of 2025 as it ramps up production of pre-plated nickel materials and begins bulk deliveries to internationally renowned battery companies [1] Group 1 - The production of pre-plated nickel materials is expected to be in a ramp-up phase in the first half of 2025 [1] - Revenue scale and gross margin are projected to increase substantially in the second half of 2025 [1]

Core Viewpoint - The company, Dongfang Electric Heating, is focused on consolidating its core business in home appliances and new energy vehicle electric heaters while actively exploring new business areas such as solid-state battery equipment, molten salt energy storage equipment, and battery materials to gradually improve its operating performance [1] Group 1 - The company aims to strengthen its existing business in home appliances and new energy vehicle electric heaters [1] - The company is actively seeking to expand into new sectors including solid-state battery equipment and molten salt energy storage [1] - The focus is on achieving a gradual recovery in operating performance [1]