证券代码：300435 证券简称：中泰股份 公告编号：2025-053 杭州中泰深冷技术股份有限公司 关于变更签字注册会计师的公告 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。 杭州中泰深冷技术股份有限公司（以下简称"公司"）于2025年4月17日召开 了第五届董事会第十三次会议，并于2025年5月8日召开2024年度股东大会，分别审 议通过《关于拟续聘2025年度审计机构的议案》，同意续聘天健会计师事务所（特 殊普通合伙）（以下简称"天健会计师事务所"）为公司2025年度财务报表审计机 构，负责本公司2025年报审计工作，聘期自股东大会审议通过之日起一年。具体内 容详见公司于2025年4月18日、2025年5月8日在巨潮资讯网上披露的相关公告。 （二）诚信和独立性情况 签字注册会计师叶喜撑先生不存在违反《中国注册会计师职业道德守则》 有关独立性要求的情形，最近三年未曾因执业行为受到过刑事处罚、行政处罚、 监督管理措施、自律监管措施和纪律处分，无不良诚信记录。 三、本次变更签字会计师对公司的影响 本次变更过程中相关工作安排已有序交接，变更事项不会对公司 20 ...

证券代码：300435 证券简称：中泰股份 公告编号：2025-052 杭州中泰深冷技术股份有限公司 关于新增2025年度日常关联交易预计额度的公告 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。 一、日常关联交易基本情况 （一）日常关联交易概述 杭州中泰深冷技术股份有限公司（以下简称"公司"或"上市公司"）于 2025 年 4 月 17 日召开了第五届董事会第十三次会议和第五届监事会第十二次会议，并于 2025 年 5 月 8 日召 开 2024 年年度股东大会，分别审议通过《关于 2025 年度日常关联交易预计的议案》，同意关 联方杭州远盛安装工程有限公司（以下简称"杭州远盛"）为公司提供部分冷箱安装的劳务， 预计 2025 年度安装劳务不超过 2,000 万元。具体内容详见公司于 2025 年 4 月 18 日在巨潮资 讯网（http://www.cninfo.com.cn）披露的《关于 2025 年度日常关联交易预计的公告》（公告编 号：2025-016）。 由于公司 2025 年度冷箱组装业务大幅增加，预计公司本年度与杭州远盛发生的关联交易 金额超过 ...

证券代码：300435 证券简称：中泰股份 公告编号：2025-051 审议通过《关于新增2025年度日常关联交易预计额度的议案》 董事会认为：公司新增与杭州远盛安装工程有限公司2025年度日常关联交易 预计额度是公司正常生产经营所需，符合公司的实际经营需要，有利于公司持续 发展与稳定经营。该关联交易遵循市场定价原则，所有交易均符合国家有关法律、 法规的要求，不存在损害公司及股东利益的情形。该关联交易并不会对公司利润 形成负面影响，公司对关联方不存在依赖，且所发生的关联交易不会影响公司的 独立性。具体内容详见巨潮资讯网（www.cninfo.com.cn）披露的相关公告。 本事项已经公司独立董事专门会议审议并取得了明确同意的意见。 关联董事章有春、章有虎回避表决。 表决结果：7票赞成，2票回避表决，0票反对，0票弃权。 杭州中泰深冷技术股份有限公司 第五届董事会第二十次会议决议的公告 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。 一、 董事会会议召开情况 杭州中泰深冷技术股份有限公司（以下简称"公司"）第五届董事会第二十 次会议于2025年12月30日在杭州 ...

Investment Rating - The report provides a positive investment outlook for various sectors within the energy industry, particularly recommending companies involved in coal power, hydropower, nuclear power, green energy, and gas [1]. Core Insights - The report highlights that in November 2025, the total electricity consumption reached 835.6 billion kWh, marking a year-on-year increase of 6.2%. The growth contributions from the primary, secondary, and tertiary industries, as well as residential consumption, were 2%, 49%, 29%, and 19% respectively [4][6]. - The secondary industry remains the largest contributor to electricity consumption, accounting for over 60% of the total, with significant growth in high-tech and equipment manufacturing sectors [5][6]. - Natural gas prices have shown fluctuations, with the U.S. Henry Hub spot price at $3.31/mmBtu, reflecting a weekly decline of 7.30%. The report notes that the domestic LNG ex-factory price is 3915 yuan/ton, down 2.85% week-on-week [1][16]. Summary by Sections Electricity Sector - In November 2025, the electricity consumption by the first, second, and third industries grew by 7.9%, 4.4%, and 10.3% respectively, while residential consumption increased by 9.8% [4][6]. - The high-tech and equipment manufacturing sectors saw a 6.7% increase in electricity consumption, with automotive manufacturing leading at a 10% growth rate [5][6]. Natural Gas Sector - The report indicates that global gas prices are experiencing slight fluctuations, with the U.S. market showing a significant drop in spot prices. The report anticipates that the demand for natural gas will increase as winter approaches, potentially stabilizing prices [1][16]. - Recommendations include focusing on integrated gas companies and those benefiting from cost reductions and improved profitability due to lower oil prices [39][40]. Investment Recommendations - For coal power, companies like Guodian Power and Inner Mongolia Huadian are recommended due to their diversified revenue sources [1]. - Hydropower companies such as Yangtze Power and State Power Investment Corporation are favored due to expected improvements in profit margins from reduced capital expenditures [1]. - Nuclear power firms like China National Nuclear Power and China General Nuclear Power are highlighted for their stable cost structures and growth potential [1]. - In the green energy sector, companies like Xintian Green Energy and Longyuan Power are recommended for their stable returns and increasing operational value [1]. - The report also suggests investment in gas companies like Shenzhen Energy and Kunlun Energy, which are expected to benefit from cost reductions and improved market conditions [1][39].

Investment Rating - The report maintains a "Positive" outlook on the utility and environmental sectors, indicating potential investment opportunities in these areas [2]. Core Insights - The report highlights that in November, the total electricity consumption in China reached 835.6 billion kWh, representing a year-on-year growth of 6.2%. The contributions from various sectors were: primary industry (7.9%), secondary industry (4.4%), tertiary industry (10.3%), and urban and rural residents (9.8%) [3][8]. - The growth in electricity consumption is primarily driven by the tertiary industry, particularly in sectors related to big data analysis and artificial intelligence services, which saw significant increases in electricity usage [9]. - The report notes that the natural gas market is experiencing slight fluctuations, with LNG prices continuing to decline. As of December 26, the national LNG ex-factory price was 3915 RMB/ton, down 2.85% week-on-week [3][40]. Summary by Sections Electricity Sector - In November, the total electricity consumption was 8356 billion kWh, with a year-on-year increase of 6.2%. The secondary industry contributed 49% to the growth, while the tertiary industry followed with a 29% contribution [10][11]. - The high-tech and equipment manufacturing sectors showed a notable increase in electricity consumption, with a year-on-year growth of 6.7%, surpassing the average growth rate of the manufacturing sector by 2.5 percentage points [9][10]. Natural Gas Sector - The report indicates that global gas prices are experiencing minor fluctuations, with the Henry Hub spot price at $3.31/mmBtu, reflecting a weekly decrease of 7.30%. The TTF spot price in the Netherlands was €27.70/MWh, down 1.42% week-on-week [3][19]. - The report suggests that the LNG ex-factory price in China is under pressure due to high inventory levels and low-cost sea gas resources, leading to a continued downward trend [40][41]. Investment Recommendations - The report recommends several companies based on their performance and market positioning: - For thermal power, companies like Guodian Power, Inner Mongolia Huadian, and Datang Power are highlighted for their integrated coal and power operations [3][17]. - In the hydropower sector, companies such as Yangtze Power and Guotou Power are recommended due to their stable financial performance and reduced capital expenditures [3][17]. - For nuclear power, China National Nuclear Power and China General Nuclear Power are suggested due to their stable cost structures and growth potential [3][17]. - In the green energy sector, companies like Xintian Green Energy and Longyuan Power are noted for their improved returns from stable project yields [3][17].

Investment Rating - The report suggests a positive outlook for the high-end equipment manufacturing industry in China, emphasizing a "dual-driven" growth model characterized by strong domestic demand and robust international expansion [3][5]. Core Insights - The high-end equipment industry in China is experiencing a structural transformation, with a focus on technological advancements and brand development, leading to increased global market share [3]. - The report highlights two main investment themes: the technological self-reliance driven by AI and the deepening international expansion of Chinese equipment manufacturers [4][5]. - Key sectors to watch include gas turbines, industrial mother machines, controlled nuclear fusion, quantum computing, robotics, and 3D printing, which are expected to drive future growth [4][41]. Summary by Sections Domestic Manufacturing and Investment - Manufacturing investment in China is under short-term pressure, but high-end manufacturing and equipment sectors are emerging as growth engines, with a 1.9% year-on-year increase in manufacturing fixed asset investment [15][19]. - The report notes that high-tech manufacturing and equipment manufacturing sectors maintain high levels of activity despite overall investment slowdowns [15][22]. Export Performance - China's high-end equipment exports are performing well, driven by the global AI investment boom and recovery in demand from developed markets [28][31]. - In the first ten months of 2025, China's exports of electromechanical products reached 13.43 trillion yuan, marking an 8.7% year-on-year increase [28][31]. Technological Self-Reliance - The report emphasizes the importance of technological self-reliance, particularly in sectors like gas turbines and quantum computing, which are expected to see significant growth due to increasing global demand [4][48]. - The global gas turbine market is projected to grow significantly, with sales expected to rise from 44.1 GW in 2023 to an average of 60 GW from 2024 to 2026, reflecting a 36% increase [49][50]. International Expansion - Chinese equipment manufacturers are poised for further international growth, particularly in emerging markets, with sectors like engineering machinery and agricultural equipment expected to see substantial export growth [5][41]. - The report highlights the potential for Chinese companies in the oil and gas equipment sector, particularly in the Middle East, where demand is expected to rise significantly [5][13].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 001331 | 胜通能源 | 38.27 | 10.00% | 2.76万 | 1.06亿 | | 000593 | 德龙汇能 | 11.35 | 9.98% | 27.80万 | 3.06亿 | | 300435 | 中泰股份 | 23.45 | 4.92% | 26.56万 | 6.14亿 | | 600681 | 百川能源 | 4.19 | 2.20% | 47.31万 | 1.9867 | | 600333 | 长春燃气 | 5.75 | 1.41% | 12.90万 | 7385.07万 | | 000669 | ST金湾 | 3.05 | 1.33% | 6.12万 | 1862.88万 | | 605368 | 蓝天燃气 | 7.78 | 1.30% | 7.39万 | 5714.76万 | | 600803 | 新奧股份 | 21.02 | 1.25% | 5.22万 | 1.09亿 | | 600635 | 大众公用 | 6.5 ...

证券日报网12月23日讯 ，中泰股份在接受投资者提问时表示，城燃板块今年净利润未出现明显下滑， 基本不会再计提商誉，但仍需等评估师的减值测试报告后才能完全确定。 （文章来源：证券日报） ...

Group 1 - On December 22, a total of 13 companies were investigated by institutions, with 7 companies being focused on by funds, including Lingyi iTech and Junda Co., Ltd. [1] - Lingyi iTech received the most attention, with 33 funds participating in its investigation, while Junda Co., Ltd. and Wanxiang Qianchao had 4 and 3 funds respectively involved in their investigations [1][2] Group 2 - Among the companies investigated by funds, 4 are from the Shenzhen main board and 3 from the ChiNext board [2] - Only one company has a total market capitalization exceeding 500 billion yuan, with Lingyi iTech being among those exceeding 100 billion yuan, while 4 companies, including Meirui New Materials and Boying Special Welding, have market capitalizations below 10 billion yuan [2] - All investigated stocks have risen in the past 5 days, with Junda Co., Ltd. leading with a 13.16% increase, followed by Wanxiang Qianchao at 5.57% and Zhongtai Co., Ltd. at 4.69% [2] - In terms of net capital inflow over the past 5 days, Junda Co., Ltd. saw a net inflow of 132 million yuan, the highest among the stocks, followed by Lingyi iTech and Wanxiang Qianchao with net inflows of 118 million yuan and 113 million yuan respectively [2]

Group 1 - The company is the only domestic enterprise that has achieved the specialized system for shipborne LNG domestic substitution [2] - The company is now listed as a supplier for large shipyards in both domestic and European-American markets [2]