Market Overview - On March 27, all four major indices closed higher, with the Shanghai Composite Index rising by 0.63% to 3913.72, the Shenzhen Component Index increasing by 1.13% to 13760.37, the ChiNext Index up by 0.71% to 3295.88, and the STAR Market Index gaining 1.54% to 1662.72 [3][4]. Sector Performance - The lithium battery sector experienced a significant surge, with energy metals, chemical pharmaceuticals, and innovative drug sectors leading the gains. Conversely, the electricity, insurance, and banking sectors saw declines [4]. - Notable gainers in the lithium sector included companies like Yongshan Liye (+10.05% to 11.72), Shengxin Lithium Energy (+10.00% to 42.23), and Rongjie Co. (+10.00% to 78.00) [5]. - The electricity sector faced adjustments, with companies such as Guangdong Power A (-7.34% to 6.94) and Hunan Development (-7.22% to 16.96) experiencing significant losses [6]. Capital Flow - There was a net inflow of capital into sectors such as non-ferrous metals, electronics, and biomedicine, while public utilities, banking, and transportation sectors saw net outflows [7]. - Specific stocks with notable net inflows included Ganfeng Lithium (15.32 billion), Shenjian Co. (8.36 billion), and Dongfang New Energy (8.02 billion) [7]. Institutional Insights - According to Caixin Securities, the market may exhibit a structural differentiation in thematic sectors in the near term [9]. - CITIC Securities forecasts that oil transportation companies are expected to achieve record profits in 2026 [10]. - Huatai Securities anticipates that the global supply-demand balance for lithium carbonate will remain tight [11].

关于部分控股股东、实际控制人减持公司股份的预披露公告 证券代码：300335 证券简称：迪森股份 公告编号：2026-005 广州迪森热能技术股份有限公司 关于部分控股股东、实际控制人减持公司股份的预披露公告 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。 特别提示： 1、股东名称：马革 2、股东持股情况：截至公告之日，马革先生持有公司股份 28,040,059 股， 占公司总股本的 5.88%。 二、本次减持计划的主要内容 1、本次减持计划的具体安排 （1）减持原因：个人资金需要； （2）股份来源：公司首次公开发行前取得的股份及资本公积金转增股本取 得的股份； （3）减持数量和比例：减持数量不超过 4,770,123 股，即不超过公司当前总 股本的 1%。（若此期间公司有送股、资本公积金转增股本等股份变动事项，应 对该数量进行相应调整） 持有广州迪森热能技术股份有限公司（以下简称"公司"）股份 28,040,059 股（占本公司总股本比例 5.88%）的控股股东、实际控制人之一马革先生计划自 本公告披露之日起 15 个交易日后的 3 个月内以集中竞价方式减持 ...

Group 1 - The company Disen Co., Ltd. (SZ 300335) announced that it will accept a research visit from China Merchants Securities on March 10, 2026, from 13:30 to 16:00, with the company's board secretary, Ms. Yu Yongfang, participating in the reception and answering investor questions [1] Group 2 - The former director of the Civil Aviation Administration of China, Feng Zhenglin, emphasized the importance of coordinating consumption stimulation with the development of emerging industries, highlighting the low-altitude economy's potential to reach a trillion yuan economic scale [1]

Group 1: Company Overview - The company focuses on green development and integrates into the global energy transition with a core business in comprehensive energy services [2] - It aims to build a modern energy service system centered on clean energy through innovation and industrial upgrades [2][3] Group 2: Product Offerings - The product matrix includes electric boilers, waste heat boilers, biomass boilers, commercial boilers, natural gas boilers, hot water boilers, RTO furnaces, and industrial heat pumps, catering to diverse market needs [3] - The company has a complete high-end qualification certification system, including A-level boiler manufacturing and A2-level pressure vessel design licenses [3] Group 3: B-end Operations - The core driver for business development is "carbon reduction," focusing on user needs and enhancing operational efficiency through multi-energy complementary heating and intelligent heating models [3] - Customized clean energy solutions are provided for industrial and commercial users, integrating energy supply with energy-saving optimization [3] Group 4: C-end Products - The company utilizes wall-mounted boilers, air source heat pumps, and other systems to create a comfortable home environment, emphasizing energy efficiency and smart technology [4] - The AI adaptive condensing boiler M100, launched in 2025, achieves a thermal efficiency of 109%, enhancing market competitiveness [4] Group 5: Market Strategy and Challenges - The company maintains stable and growing gross margins through brand recognition, quality assurance, and optimized channel layouts [5] - It is expanding into international markets with customized products and local partnerships, particularly in Europe [6] Group 6: Future Plans - The company plans to conduct systematic research in 2026 to deepen market understanding in Europe and will continue to monitor the goodwill from the acquisition of Chengdu Century New Energy Co., Ltd. [7]

关于完成工商变更登记并换发营业执照的公告 证券代码：300335 证券简称：迪森股份 公告编号：2026-004 关于完成工商变更登记并换发营业执照的公告 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。 广州迪森热能技术股份有限公司 广州迪森热能技术股份有限公司（以下简称"公司"）于 2026 年 02 月 06 日召开第九届董事会第五次会议审议通过了《关于聘任公司总经理的议案》，聘 任黄博先生为公司总经理，具体内容详见公司在巨潮资讯网（www.cninfo.com.cn） 刊登的《第九届董事会第五次会议决议公告》（公告编号：2026-001）。根据《公 司章程》第八条规定，"总经理为公司的法定代表人"。因此，公司法定代表人 变更为黄博先生。 近日，公司已完成上述事项的工商变更登记（备案）手续，并取得了广州市 市场监督管理局换发的《营业执照》，变更后登记的相关信息如下： 企业名称：广州迪森热能技术股份有限公司 统一社会信用代码：91440101618672378F 住所：广州市经济技术开发区东区东众路 42 号 法定代表人：黄博 关于完成工商变更登记并换发营业 ...

Group 1 - The company announced significant executive changes, with Chairman and General Manager Chang Yuanzheng resigning from his position, while Vice Chairman Ma Ge also stepped down from his role, both will continue to serve as directors [1] - A new general manager will be appointed, with the announcement pending [1] - The company’s Huai Bei factory project has entered the trial production phase, expected to add an annual production capacity of 350,000 tons of low-carbon aluminum heat transfer materials for new energy vehicles, with a construction period planned for three years [1]

Group 1 - The company announced the resignation of its Chairman and General Manager, Chang Yuanzheng, and Vice Chairman, Ma Ge, due to work adjustments [1] - Chang Yuanzheng will continue to serve as the Chairman and in related committee roles after resigning as General Manager [1] - Ma Ge will remain as a board member and in related committee roles after stepping down as Vice Chairman [1] Group 2 - The original term for Chang Yuanzheng as General Manager and Ma Ge as Vice Chairman was set to last until the end of the ninth board term, expected on April 29, 2028 [1]

Group 1 - The company Disen Co., Ltd. held its ninth fifth board meeting on February 6, 2026, to discuss the appointment of a new general manager among other documents [1] - The central bank, which has been increasing its gold reserves for two consecutive years, announced plans to purchase an additional 150 tons of gold, aiming to stockpile a total of 700 tons [1]

Group 1 - The company Disen announced the resignation of Mr. Ma Ge from the position of Vice Chairman and Mr. Chang Yuanzheng from the position of General Manager due to work adjustments [1] Group 2 - The central bank aims to accumulate 700 tons of gold and has announced the purchase of an additional 150 tons, marking the highest increase in gold holdings over the past two years [2]

Group 1 - The company announced that Chairman and General Manager Chang Yuanzheng and Vice Chairman Ma Ge have applied for resignation from their respective positions due to work adjustments [1] - After resigning, Chang Yuanzheng will continue to serve as Chairman and hold relevant positions in the board's specialized committees, while Ma Ge will remain as a director and also hold relevant positions in the board's specialized committees [1] - The original term for both executives was set to end on April 29, 2028 [1] Group 2 - As of the announcement date, Chang Yuanzheng holds 4.9245 million shares of the company, while Ma Ge holds 28.0401 million shares [1] - Their resignations will not affect the normal operations and daily production of the company [1]