Group 1 - The core viewpoint of the article is that Dongfang Electric Heating (300217.SZ) is actively exploring the application of its molten salt energy storage electric heaters in space, in addition to their primary use for grid peak shaving [1] Group 2 - The company's molten salt energy storage electric heaters are primarily utilized for peak shaving in the power grid [1] - The company is committed to exploring related products for potential applications in space [1]

Group 1 - The core viewpoint of the article is that the stock price of Dongfang Electric Heating (300217) is influenced by multiple factors including macroeconomic environment, industry cycles, and short-term market sentiment, which do not fully represent the company's intrinsic value [1] - By 2026, the company aims to consolidate its business fundamentals while actively expanding into new areas such as thermal management for electric vehicles, robotic components, and solid-state battery equipment and materials, striving for continuous improvement in business operations [1]

Group 1 - The core point of the article is that Dongfang Electric Heating (300217) has confirmed through an interactive platform that its electric heaters are utilized in large aircraft wind tunnel tests and relevant contracts have been signed [1]

记者丨 李益文 编辑丨叶映橙 1月13日早盘，商业航天概念股跳水，航天环宇跌超12%，航天宏图、航天智装跌逾10%，北斗星通、中国卫通、航天电器跌停。 21财经《辟谣财知道》注意到， 市场传言东方电热（300217.SZ）作为液氧甲烷火箭发动机热管理龙头，2026年锁定航天业务订单8亿元。对 此，东方电热在今日互动平台明确表示，公司未生产相关产品。 公开资料显示，东方电热成立于1992年12月，是一家专业从事各类高性能电加热器研发与制造的高新技术企业，主营业务是设计、制造各类民 用、工业用电加热器，以及防爆电加热器产品、电气控制系统及动力锂电池用钢壳材料等， 2011年在深交所上市，被誉为"国内电加热第一 股"。 1月13日，东方电热开盘大涨2%后，持续下跌，截至发稿跌超1%报5.47元/股，总市值80.8亿元。 | 东方电热(300217) < □ = ರ | | --- | | 交易中 01-13 10:42:36 通 融 | | ５.４７ 额 1.72亿 股本14.78亿 市盈™ 42.86 万得 盟口 | | -0.10 - -1.80% 换 2.55% 市值 80.8亿 市净" 1.93 | | 0 ...

1月13日，东方电热开盘大涨2%后，持续下跌，截至发稿跌超1%报5.47元/股，总市值80.8亿元。 值得注意的是，当前A市场商业航天概念火热，自开年以来，该板块一路攀升，截至1月12日，商业航天主题指数今年累计涨幅已高达33.38%。不过昨日 晚间，多只被市场视为商业航天概念股的上市公司发布紧急提示。 航天工程（603698）(603698.SH)公告称，公司专业从事煤气化技术及关键设备的研发、工程设计、技术服务、设备成套供应及工程总承包，公司产品及 技术主要应用于煤炭洁净高效利用领域，客户主要集中在化工企业，不涉及商业航天及航天相关业务。 1月13日早盘，商业航天概念股跳水，航天环宇跌超12%，航天宏图、航天智装（300455）跌逾10%，北斗星通（002151）、中国卫通（601698）、航天 电器（002025）跌停。 | 名称 | 现价 | 消時 | 涨跌幅 ^ | | --- | --- | --- | --- | | 航天智装 | 34.58 | -5.52 | -13.77% | | 航天环宇 | 78.28 | -12.48 | -13.75% | | 广联航空 | 38.81 | -5.5 ...

1月13日开盘，东方电热报5.6元/股，涨幅为0.54%，总市值82.8亿元。 值得注意的是，当前A市场商业航天概念火热，自开年以来，该板块一路攀升，截至1月12日，万得商 业航天主题指数今年累计涨幅已高达33.38%。不过昨日晚间，多只被市场视为商业航天概念股的上市 公司发布紧急提示。 航天工程(603698.SH)公告称，公司专业从事煤气化技术及关键设备的研发、工程设计、技术服务、设 备成套供应及工程总承包，公司产品及技术主要应用于煤炭洁净高效利用领域，客户主要集中在化工企 业，不涉及商业航天及航天相关业务。 星环科技(688031.SH)表示，公司并不实际开展商业航天业务且与上海星环聚能科技有限公司无关。 另外针对近期部分网站、股吧将其股票纳入商业航天板块，北方导航(600435.SH)也澄清称，从未发布 过相关公告，且公司在商业航天领域无相关业务，也未取得相关订单。 1月13日，21财经《辟谣财知道》注意到，市场传言东方电热（300217.SZ）作为液氧甲烷火箭发动机热 管理龙头，2026年锁定航天业务订单8亿元。对此，东方电热在今日互动平台明确表示，公司未生产相 关产品。 （文章来源：21世纪经济报 ...

Market Overview - The home appliance parts sector increased by 1.45% on January 5, with He Sheng New Materials leading the gains [1] - The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1] Stock Performance - He Sheng New Materials (002290) closed at 49.39, rising by 8.07% with a trading volume of 98,900 shares and a transaction value of 481 million [1] - Other notable performers include: - Rewei Co., Ltd. (603075) at 22.60, up 3.48% [1] - Dongfang Electric Heating (300217) at 5.31, up 2.51% [1] - Yichang Technology (002420) at 7.85, up 2.08% [1] - Tongxing Technology (301252) at 33.16, up 2.00% [1] Capital Flow - The home appliance parts sector experienced a net outflow of 358 million from institutional investors, while retail investors saw a net inflow of 440 million [2] - The capital flow for individual stocks shows: - Tianyin Electromechanical (300342) had a net inflow of 64.37 million from institutional investors [3] - Dongfang Electric Heating (300217) had a net outflow of 13.61 million from retail investors [3] - He Sheng New Materials (920768) had a net inflow of 1.83 million from retail investors [3]

Core Viewpoint - Dongfang Electric Heating announced the pledge of shares by two individuals, which may impact investor sentiment and company stock performance [1] Share Pledge Details - Mr. Tan Rongsheng pledged 80 million shares, accounting for 42.80% of his holdings and 5.41% of the company's total share capital [1] - Mr. Tan Wei pledged 38 million shares, accounting for 24.54% of his holdings and 2.57% of the company's total share capital [1] - The pledged shares are intended for invoicing purposes related to Zhenjiang Hengxin Gree Air Conditioning Sales Co., Ltd. [1]

Group 1 - The core announcement from Dongfang Electric Heating includes the approval of several proposals during the 10th meeting of the 6th Board of Directors [2] - The company has decided to adjust its organizational structure as part of its strategic initiatives [2] - A total of up to 60 million yuan will be allocated for cash management by its subsidiaries, Wengqing Zhikong and Dongfang Hong Kong [2]

Core Viewpoint - Zhenjiang Dongfang Electric Heating Technology Co., Ltd. announced the resolutions from the 10th meeting of the 6th Board of Directors, focusing on cash management, organizational restructuring, and information disclosure management [1][2]. Group 1: Cash Management - The Board approved a proposal allowing subsidiaries to use temporarily idle self-owned funds for cash management, specifically for purchasing low-risk financial products such as structured deposits and large certificates of deposit [1]. - The total amount of funds to be used for this purpose does not exceed 60 million yuan, with 10 million yuan allocated for Wengqing Zhikong (Shanghai) Robot Co., Ltd. and 50 million yuan for Dongfang Technology (Hong Kong) International Co., Ltd. [1]. - The funds can be rolled over within the approved limits, effective from December 27, 2025, to April 28, 2026, with the general manager authorized to make investment decisions [1]. Group 2: Financial Products - The company and its subsidiaries can purchase financial products with a maximum daily balance of 890 million yuan within 12 months, not exceeding 50% of the latest audited net assets of 4.119 billion yuan as of 2024 [2]. Group 3: Organizational Restructuring and Information Disclosure - The proposal for establishing an "Information Disclosure Postponement and Exemption Management System" aims to standardize the company's information disclosure management in accordance with relevant laws and regulations [2]. - The organizational restructuring proposal is intended to deepen company reforms, integrate resources, enhance operational efficiency, and strengthen competitiveness [2].