Market Overview - The Shanghai Composite Index is at 3583.25 points, above the six-month moving average, with a decline of 0.90% [1] - The total trading volume of A-shares is 842.95 billion yuan [1] Stocks Breaking the Six-Month Moving Average - A total of 51 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Yimikang (依米康) with a deviation rate of 6.24% and a price increase of 7.76% [1] - Youkede (优刻得) with a deviation rate of 5.25% and a price increase of 5.60% [1] - New Zhisoft (新致软件) with a deviation rate of 4.82% and a price increase of 5.14% [1] Detailed Stock Performance - The following table summarizes the performance of stocks that broke the six-month moving average: | Stock Code | Stock Name | Daily Change (%) | Turnover Rate (%) | Six-Month MA (yuan) | Latest Price (yuan) | Deviation Rate (%) | | --- | --- | --- | --- | --- | --- | --- | | 300249 | Yimikang | 7.76 | 15.17 | 14.77 | 15.69 | 6.24 | | 688158 | Youkede | 5.60 | 4.66 | 24.89 | 26.20 | 5.25 | | 688590 | New Zhisoft | 5.14 | 4.83 | 21.27 | 22.29 | 4.82 | | 300115 | Changying Precision | 13.27 | 10.86 | 22.58 | 23.64 | 4.70 | | 301191 | Feiling Kesi | 4.16 | 6.05 | 90.20 | 93.33 | 3.47 | | 688111 | Kingsoft Office | 4.14 | 0.86 | 306.76 | 317.23 | 3.41 | | 300170 | Hand Information | 3.13 | 4.26 | 18.54 | 19.13 | 3.18 | | 002965 | Xiangxin Technology | 4.15 | 8.59 | 39.61 | 40.62 | 2.56 | | 688311 | Mengsheng Electronics | 3.31 | 1.76 | 37.56 | 38.44 | 2.34 | | 600498 | Fenghuo Communication | 2.61 | 2.62 | 21.93 | 22.43 | 2.26 | | 300418 | Kunlun Wanwei | 2.24 | 2.19 | 34.87 | 35.63 | 2.19 | | 002131 | Liao Shares | 2.97 | 6.60 | 3.73 | 3.81 | 2.16 | | 688766 | Purang Shares | 3.59 | 3.10 | 68.97 | 70.37 | 2.02 | | 001288 | Yunji Group | 4.55 | 4.99 | 21.04 | 21.39 | 1.67 | | 688595 | Xinhai Technology | 3.28 | 2.91 | 38.11 | 38.74 | 1.65 | | 300242 | Jiayun Technology | 1.74 | 2.85 | 4.62 | 4.69 | 1.57 | | 000820 | *ST Jieneng | 3.33 | 1.86 | 2.75 | 2.79 | 1.35 | | 300676 | Huada Gene | 2.41 | 1.88 | 53.20 | 53.91 | 1.34 [1]

Group 1 - The A-share computing power leasing concept has shown strong performance in the market, with several companies experiencing significant gains [1] - Kehua Data has reached the daily limit up, indicating strong investor interest and confidence [1] - Other companies such as Yimikang and Litong Electronics have also seen substantial increases, with Yimikang rising over 10% and Litong Electronics touching the daily limit [1] Group 2 - Additional companies in the sector, including Runze Technology, Guanghuan Xinwang, Inspur Information, and Aofei Data, have also experienced upward movement in their stock prices [1]

Group 1: Liquid Cooling Solutions - The company offers a comprehensive liquid cooling solution that includes intelligent engineering, key equipment, IoT software, and smart services, addressing the needs for liquid cooling deployment [1] - Key products include fluorinated system cold plates, water-cooled cold plates, and liquid-cooled containers, which have been successfully deployed in the Middle East [1] - The liquid cooling solutions are designed to provide end-to-end services from construction to operation, ensuring seamless integration and management [1] Group 2: Overseas Expansion - In 2023, the company began its overseas expansion, initially following major players like Alibaba and ByteDance, and later shifting to a more proactive approach [2] - The company confirmed overseas order revenue of 47.72 million yuan in 2024, with operations covering Southeast Asia and the Middle East [2] - Plans to establish subsidiaries in key locations to meet the growing demand for digital infrastructure in international markets are underway [2] Group 3: Financial Performance - The company has focused on the information data sector, resulting in a revenue increase of 42.84% to 1.145 billion yuan in 2024 [3] - In the first quarter of 2025, revenue reached 318 million yuan, marking a 26.44% year-on-year growth [3] - The company ranks third in the Chinese data center air conditioning market as of 2024, reflecting the effectiveness of its focused strategy [3] Group 4: Strategic Partnerships - Major clients include Alibaba, ByteDance, Huawei, and Tencent, indicating strong partnerships in the digital infrastructure sector [6] - The company aims to enhance its ability to provide comprehensive lifecycle solutions for digital infrastructure, deepening relationships with key clients [6] Group 5: Research and Development - The company emphasizes technological innovation and customer-driven product design, leading to the development of highly customized and energy-efficient products [7] - Recent innovations include large prefabricated indirect evaporative cooling systems and integrated fluorine pump technology, which have been successfully delivered domestically [7] - The company is also developing various outdoor cooling solutions, including liquid cooling systems and control systems, to meet diverse customer needs [7] Group 6: Industry Outlook - The demand for computing power in AI, cloud computing, and other emerging technologies is driving the need for advanced data centers [8] - The company is positioned to adapt to these changes by providing intelligent, efficient, and green digital infrastructure solutions [9] - Continuous innovation and development are essential for meeting future challenges and delivering exceptional products and services [9]

Core Viewpoint - The rapid development of emerging technologies such as AI and large models has led to unprecedented high-density computing demands and energy consumption challenges for data centers, making green energy-saving technologies essential for sustainable development [1] Group 1: Standard Setting - The national standard GB/T 44989-2024 "Green Data Center Evaluation" was officially implemented on June 1, marking a new phase of standardization and normalization in the green development of data centers in China [2] - The company, as a key participant in the standard, provided practical suggestions for key indicator setting, energy efficiency evaluation systems, and green operation paths, showcasing its professional influence in green data center construction [2] Group 2: Technological Innovation - The company has developed a diverse energy-saving product system to address the cooling needs of high-density cabinets, including liquid cooling systems that can achieve a PUE of less than 1.1, significantly reducing cooling energy consumption [4] - The introduction of natural cooling sources through the fluorine pump natural cooling unit enhances annual operational efficiency, particularly in mid-to-high latitude regions, demonstrating the company's refined layout in energy-saving technology [4] - The company's intelligent monitoring platform integrates advanced AI algorithms for real-time monitoring and predictive maintenance of equipment status and energy consumption data, enhancing operational intelligence and ensuring efficient data center operations [4] Group 3: Demand Focus - The company is actively responding to national strategic deployments by focusing on the construction needs of intelligent computing centers, creating customized and replicable infrastructure solutions centered on "green + intelligent + efficient" [5] - The customized solutions have demonstrated exceptional technical strength and service capability in various national green data center construction projects, helping clients achieve green transformation and efficiency improvements [5] - The company aims to deepen technological innovation and promote the integration of cutting-edge technologies such as liquid cooling and AI operations, contributing to the high-quality and sustainable development of the data center industry [5]

依米康科技集团股份有限公司 关于股份回购进展的公告 证券代码：300249 证券简称：依米康 公告编号：2025-054 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。 依米康科技集团股份有限公司（以下简称"公司"）于 2024 年 12 月 10 日召 开第五届董事会第二十九次临时会议、第五届监事会第十六次临时会议，审议通过 了《关于回购公司股份方案的议案》，同意公司以自有资金及股票回购专项贷款（总 金额不低于人民币 3,000 万元（含）且不超过人民币 6,000 万元（含））回购公司 股份；回购股份的价格不超过人民币 15.78 元/股（含），不超过公司董事会审议通 过回购股份方案决议前 30 个交易日公司股票交易均价的 150%（实际回购价格由 董事会授权公司管理层及其授权人士在本次回购实施期间结合公司股票价格、财 务状况和经营状况确定）；回购股份全部用于员工持股计划及/或股权激励；回购 股份实施期限自董事会审议通过本次回购股份方案之日起不超过 12 个月。 根据《上市公司股份回购规则》（以下简称"《回购规则》"）《深圳证券交 易所上市公司自律监管指引 ...

Group 1: Company Progress and Strategy - The company has successfully developed and launched the NetLiq200 2.0 liquid cooling product in the Middle East, marking a significant advancement in immersion cooling technology [1] - The focus on information data field has led to continuous growth in business orders in 2024 and Q1 2025, demonstrating the effectiveness of the "focus strategy" [2] - The company aims to enhance its professional capabilities and optimize its business structure to expand both domestic and international markets [2] Group 2: Key Clients and Partnerships - Major strategic clients include Baidu, Alibaba, Huawei, and Tencent, with ongoing good order conditions and normal operational activities [3] - The company is committed to providing comprehensive lifecycle solutions for digital infrastructure, aiming to deepen relationships with key clients [3] Group 3: 2025 Operational Goals - The company will focus on eliminating the negative impacts of previous diversification and concentrate resources on temperature control equipment and related sectors [4] - Key initiatives include enhancing professional capabilities, promoting refinancing projects, and advancing R&D in line with new technology trends [4][5] - The company emphasizes high-performance organization building and efficient operational systems to maximize shareholder value [5] Group 4: Research and Development - The company prioritizes technological innovation and customer needs in its R&D efforts, leading to the development of customized, energy-efficient products [5] - Innovations include large prefabricated indirect evaporative cooling and integrated fluorine pump technologies, alongside various cooling solutions [5] Group 5: International Expansion - The company has begun overseas market expansion in 2023, with operations and orders covering Southeast Asia and the Middle East [6] - A subsidiary in Malaysia was established to support international market growth, with plans for further local subsidiaries as needed [6]

证券代码：300249 证券简称：依米康 公告编号：2025-053 依米康科技集团股份有限公司 关于控股股东部分股份解除质押的公告 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。 依米康科技集团股份有限公司（以下简称"公司"）于近日收到公司控股股东、 实际控制人孙屹峥先生通知，获悉孙屹峥先生将其持有的质押给华夏银行股份有 限公司成都蜀汉支行（以下简称"华夏银行"）的 800 万股股份办理了解除质押手 续，现将具体内容公告如下。 一、本次解除质押的基本情况 | 股东 | 是否为控股 股东或第一 | 本次解除质押 | 占其所 持股份 | 占公司 总股本 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 一致行动人 | 数量（股） | 比例 | 比例 | | | | | 孙屹峥 | 是 | 8,000,000 | 17.22% | 1.82% | 2023-5-23 | 2025-6-12 | 华夏银行 | 二、股东股份累计质押基本情况 1、股东股 ...

Core Viewpoint - The article emphasizes the growing importance of liquid cooling technology in managing heat generated by applications such as artificial intelligence, electric vehicles, and energy storage, as traditional cooling methods face increasing costs and challenges [1]. Forum Information - The forum will take place from July 3-5, 2025, in Dongguan, Guangdong, organized by Shenzhen Detai Zhongyan Information Technology Co., Ltd. (DT New Materials) and iTherM [2]. - The expected scale of the event is around 300 participants, aiming to integrate industry resources and address various needs in the liquid cooling sector [1]. Agenda Overview - The agenda includes various topics related to liquid cooling technology, featuring experts from leading universities and companies [3]. - Key topics include immersion cooling technology for data centers, low-carbon wind liquid cooling technology, and innovative cooling solutions for high-density computing [3]. Special Topics - The forum will cover critical materials, core technologies, components, and testing related to liquid cooling systems [4]. - Specific areas of focus include the design of heat exchangers, cooling distribution units (CDUs), and the reliability of quick connectors [4][8]. Engineering Applications - The forum will also address engineering applications of liquid cooling, including the standardization of liquid cooling systems and their deployment in AI data centers and electric vehicle battery systems [9][5]. Registration Information - Registration fees are set at ¥2800 for regular attendees and ¥1200 for students, with additional details provided for payment methods [6][7].

证券代码：300249 证券简称：依米康 公告编号：2025-052 依米康科技集团股份有限公司 关于控股股东部分股份质押的公告 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。 依米康科技集团股份有限公司（以下简称"公司"）于近日收到公司控股股东、 实际控制人孙屹峥先生通知，获悉孙屹峥先生将其持有的公司部分股份质押给华 夏银行股份有限公司成都玉林支行（以下简称"华夏银行"）。现将具体内容公告 如下： | | | | | | 是否为 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 是否为控股 | 本次质押 | 占其所 | 占公司 | 限售股 | 是否为 | | | | | | 股东 | 股东或第一 | | | | （如 | | 质押起 | 质押到 | 质权 | 质押 | | 名称 | 大股东及其 | 数量 | 持股份 | 总股本 | 是，注 | 补充质 | 始日 | 期日 | 人 | 用途 | | | | （股） | 比例 | 比例 | | 押 ...

证券代码：300249 证券简称：依米康 公告编号：2025-049 依米康科技集团股份有限公司 第六届董事会第一次会议决议公告 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。 一、董事会会议召开情况 依米康科技集团股份有限公司（以下简称"公司"）第六届董事会第一次 会议于 2025 年 5 月 30 日以书面送达、电子邮件、电话等方式发出会议通知， 并于 2025 年 6 月 5 日在公司会议室以现场会议及通讯会议相结合的形式召开。 本次会议应参加董事 5 人，实际参加董事 5 人。会议的召集和召开及表决符合 《中华人民共和国公司法》（以下简称《公司法》）和《依米康科技集团股份 有限公司章程》（以下简称《公司章程》）的规定，会议程序合法、有效。 二、董事会会议审议情况 本次会议经与会董事认真审议，以投票表决方式作出了如下决议： （一）审议通过《关于选举公司第六届董事会董事长的议案》 经与会董事审议，同意选举张菀女士为公司第六届董事会董事长。任期三 年，自本次董事会审议通过之日起至第六届董事会届满之日止。张菀女士简历 详见公司于同日刊登在巨潮资讯网（www.c ...