证券日报网讯海达股份（300320）11月13日在互动平台回答投资者提问时表示，公司已关注到二级市场 股价波动情况，二级市场股价受宏观环境、行业景气度、投资者预期、市场资金关注热点等多重因素影 响。公司生产经营正常，根据2025年三季度报告披露，公司期末货币资金余额1.92亿元，资产负债率 32.72%，财务结构稳健。请投资者以公司在法定信息披露平台披露的信息为依据进行投资决策，切勿 相信"小作文"和网络谣言。 ...

两期储能项目均采用行业成熟的磷酸铁锂电池技术，技术路径采用液冷系统，相比传统的风冷系统，转 换效率提高5%，遵循"两充两放"运行策略，通过10kV高压接入方案接入企业变压器高压母线，依托智 能能量管理平台实现精准调度。其中，一期项目于2024年9月底竣工并网后，实际运营成效远超预期。 二期项目的成功投运，进一步挖掘了企业用能潜力，将为双方带来持续稳定的收益回报，真正实现"绿 色共赢"。 本报讯 （记者李雯珊见习记者张美娜）近日，由中国燃气控股有限公司（以下简称"中国燃气"）旗下 中燃能源管理（深圳）有限公司投资建设的江阴海达橡塑股份有限公司二期5MW/15MWh储能项目顺利 投运，加之此前投运的一期15MW/30MWh项目，总容量达20MW/45MWh的储能系统正式形成规模效 应，为这家高新技术企业打造了"削峰填谷+节能降本+绿色增效"的综合能源解决方案，标志着中国燃 气在工商业储能领域的合作实践再获重要突破。 江阴海达橡塑股份有限公司作为国家火炬计划重点高新技术企业，深耕橡塑材料改性研发领域，产品广 泛应用于轨道交通、建筑、汽车、航运等四大领域，下游客户涵盖上汽集团、中国一汽、广汽集团等知 名企业。随着企业 ...

证券之星消息，11月13日橡胶板块较上一交易日上涨1.99%，科创新源领涨。当日上证指数报收于 4029.5，上涨0.73%。深证成指报收于13476.52，上涨1.78%。橡胶板块个股涨跌见下表： 从资金流向上来看，当日橡胶板块主力资金净流入404.68万元，游资资金净流出3957.14万元，散户资金 净流入3552.46万元。橡胶板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 002068 | 三强股份 | 2827.87万 | 7.25% | -1822.34万 | -4.67% | -1005.53万 | -2.58% | | 002224 | 三力士 | 1180.06万 | 8.75% | -305.50万 | -2.27% | -874.56万 | -6.49% | | 300731 | 科创新源 | 1033.33万 | 2.31% | -2038.30万 | -4.55% ...

海达股份11月13日在互动平台表示，公司已关注到二级市场股价波动情况，二级市场股价受宏观环境、 行业景气度、投资者预期、市场资金关注热点等多重因素影响。公司生产经营正常，根据2025年三季度 报告披露，公司期末货币资金余额1.92亿元，资产负债率32.72%，财务结构稳健。请投资者以公司在法 定信息披露平台披露的信息为依据进行投资决策，切勿相信"小作文"和网络谣言。 ...

证券之星消息，11月10日橡胶板块较上一交易日上涨1.15%，海达股份领涨。当日上证指数报收于 4018.6，上涨0.53%。深证成指报收于13427.61，上涨0.18%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300320 | 海达股份 | 10.91 | 8.77% | 44.66万 | 4.78亿 | | 920225 | 利通科技 | 42.36 | 5.69% | 7.97万 | 3.46 Z | | 920834 | 三维装备 | 18.02 | 3.92% | 7.80万 | 1.38亿 | | 002068 | 黑猫股份 | 10.26 | 3.74% | 1 32.03万 | 3.27亿 | | 300121 | 阳谷华泰 | 15.13 | 2.16% | 8.40万 | 1.26亿 | | 603033 | 三维股份 | 11.47 | 2.14% | 12.70万 | 1.47亿 | | 002224 | 三力士 | 4.62 | 1. ...

| | 通 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 300785 | 值得买 | 5.16 | 8.88 | 34.17 | 35.08 | 2.66 | | 600419 | 天润乳 | 4.36 | 5.12 | 10.03 | 10.29 | 2.61 | | | 业 | | | | | | | 600009 | 上海机 场 | 3.20 | 1.74 | 32.41 | 33.26 | 2.61 | | 002561 | 徐家汇 | 2.63 | 3.67 | 8.75 | 8.98 | 2.57 | | 603076 | 乐惠国 | 3.88 | 2.50 | 25.35 | 25.99 | 2.54 | | | 际 | | | | | | | 603345 | 安井食 | 5.26 | 4.67 | 76.33 | 78.08 | 2.30 | | | 品 | | | | | | | 002541 | 鸿路钢 | 3.66 | 1.94 | 17.73 | 18.14 | 2.29 | | | 构 | | | | | | ...

| 证券代 | 证券简 | 今日涨跌幅 | 今日换手率 | 年线 | 最新价 | 乖离率 | | --- | --- | --- | --- | --- | --- | --- | | 码 | 称 | （%） | （%） | （元） | （元） | （%） | | 600702 | 舍得酒 业 | 10.01 | 7.35 | 59.72 | 65.63 | 9.90 | | 000695 | 滨海能 源 | 9.96 | 4.90 | 11.51 | 12.47 | 8.36 | | 300320 | 海达股 份 | 9.37 | 7.63 | 10.27 | 10.97 | 6.84 | | 000069 | 华侨城A | 9.92 | 3.70 | 2.51 | 2.66 | 6.04 | | 300892 | 品渥食 品 | 8.13 | 14.20 | 34.50 | 36.46 | 5.69 | | 000788 | 北大医 药 | 10.02 | 7.17 | 6.14 | 6.48 | 5.58 | | 600809 | 山西汾 酒 | 6.85 | 0.91 | 191.74 | 199.9 ...

在去年实现与南京各区校地合作全覆盖后，南京工程学院在深化校城融合、服务区域发展上持续深化， 会上，一批校城校企合作项目签约。 南京工程学院举办校城融合发展大会 56项校城校企合作项目签约 南报网讯（通讯员 倪颖 记者 姜静）11月8日上午，南京工程学院举行第三届校城融合发展大会暨办学 110周年高质量发展大会，现场签约56项校城校企合作项目，开启深度融合、共谋发展新篇章。 "在全国率先提出'培养应用型人才'，开设全国高校首个数控技术专业、研制全球第一台超超临界电力 仿真机、培育中国轨道交通'第一门'、孵化江苏首个上交所主板上市校资企业……培养了以中国工程院 院士沈国荣为代表的28万余名工程技术和管理人才。"南京工程学院校长张仰飞介绍，学校以应用型本 科人才培养为中心，构建以项目化教学为特色的产教融合应用型人才培养新模式，在机械、电力、能源 动力等行业领域具有很大影响力。 南京工程学院还与海达股份达成签约。"海达股份是非轮胎橡胶龙头企业，学校跟其一直有良好的合 作。海达股份对我们的学生以及相关科研成果都非常认可，学校每年都有学生进入该公司任职。"南京 工程学院高分子系主任杭祖圣说，这次双方合作的主要方向是新能源 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [10]. Core Views - The company reported a revenue of 2.667 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 13.4%. The net profit attributable to shareholders was 167 million yuan, up 43.0% year-on-year, while the non-recurring profit was 165 million yuan, also up 43.7% year-on-year [2][4]. - In Q3 2025, the company achieved a revenue of 902 million yuan, a year-on-year growth of 1.5%. The net profit attributable to shareholders was 58 million yuan, reflecting a significant increase of 48.6% year-on-year, and the non-recurring profit was 57 million yuan, up 47.1% year-on-year [4]. Summary by Sections Financial Performance - For the first three quarters of 2025, the gross margin was 19.0%, an increase of 0.9 percentage points. The expense ratio decreased by 0.7 percentage points to 9.9%, with reductions in sales and R&D expense ratios [10]. - In Q3, the gross margin improved to 19.4%, up 2.3 percentage points, while the expense ratio remained stable at approximately 10.4% [10]. Business Opportunities - The company is expanding its business into complete vehicle sealing systems, leveraging its existing customer base from sunroof sealing strips. It has begun supplying major automotive manufacturers [10]. - The company has developed a new short edge frame product for photovoltaic modules, which is expected to significantly reduce material usage and costs. A long-term supply agreement with Longi Green Energy has been established, with expected procurement of 8GW from June 2025 to June 2027 [10]. Profit Forecast - The forecasted net profit attributable to shareholders for 2025 and 2026 is 230 million yuan and 290 million yuan, respectively, corresponding to price-to-earnings ratios of 26 and 21 times [6].

Market Overview - The rubber sector increased by 2.0% on October 27, with Kexin Innovation leading the gains [1] - The Shanghai Composite Index closed at 3996.94, up 1.18%, while the Shenzhen Component Index closed at 13489.4, up 1.51% [1] Top Performers in Rubber Sector - Kexin Innovation (300731) closed at 46.43, up 8.79%, with a trading volume of 180,400 shares and a turnover of 831 million [1] - Zhen'an Technology (300767) closed at 22.32, up 8.56%, with a trading volume of 215,100 shares and a turnover of 470 million [1] - Tongcheng New Materials (603650) closed at 43.40, up 4.28%, with a trading volume of 377,800 shares and a turnover of 1.691 billion [1] Underperformers in Rubber Sector - KQ Co., Ltd. (920665) closed at 13.31, down 1.63%, with a trading volume of 13,200 shares and a turnover of 17.496 million [2] - Yanggu Huatai (300121) closed at 15.94, down 1.48%, with a trading volume of 284,100 shares and a turnover of 46 million [2] - Sanwei Equipment (920834) closed at 15.62, down 1.33%, with a trading volume of 26,600 shares and a turnover of 41.6175 million [2] Capital Flow Analysis - The rubber sector experienced a net outflow of 4.703 million from main funds, while speculative funds saw a net inflow of 9.5428 million, and retail investors had a net outflow of 4.8398 million [2][3] - Kexin Innovation had a main fund net inflow of 16.7754 million, while retail investors had a net inflow of 2.36898 million [3] - Zhen'an Technology saw a main fund net inflow of 7.9603 million, but speculative funds had a net outflow of 28.3319 million [3]