Group 1 - The company has established a wholly-owned subsidiary in the United States to undertake orders related to computing power in North America [2] - This move is aimed at building an overseas operational platform, expanding into the North American and global markets [2] - The establishment of the subsidiary will enhance the company's service response efficiency and support capabilities for overseas projects [2]

Market Overview - The specialized equipment sector experienced a decline of 1.96% on September 2, with Keg Precision Machinery leading the drop [1] - The Shanghai Composite Index closed at 3858.13, down 0.45%, while the Shenzhen Component Index closed at 12553.84, down 2.14% [1] Stock Performance - Notable gainers in the specialized equipment sector included: - Kexin Electric (300092) with a closing price of 16.34, up 19.97% [1] - Kaiteng Precision (871553) at 15.72, up 17.93% [1] - Julun Intelligent (002031) at 8.90, up 10.01% [1] - Conversely, significant decliners included: - Keg Precision Machinery (301338) at 61.46, down 11.56% [2] - Huicheng Vacuum (301392) at 155.97, down 10.66% [2] - Yingweike (002837) at 72.15, down 9.99% [2] Capital Flow - The specialized equipment sector saw a net outflow of 2.079 billion yuan from institutional investors, while retail investors had a net inflow of 2.201 billion yuan [2][3] - The capital flow for specific stocks showed: - Julun Intelligent (002031) had a net inflow of 1.187 billion yuan from institutional investors [3] - Kexin Electric (300092) experienced a net outflow of 151 million yuan from institutional investors [3]

格隆汇8月29日丨高澜股份(300499.SZ)公布，公司根据公司经营发展及战略规划，经董事长审批通过， 同意在美国设立全资子公司，注册资本2万美元。公司设立美国全资子公司进行全球产业布局，有利于 公司的国际化进程，符合公司长期发展战略。 ...

格隆汇8月29日丨高澜股份(300499.SZ)公布，公司根据公司经营发展及战略规划，经董事长审批通过， 同意在美国设立全资子公司，注册资本2万美元。公司设立美国全资子公司进行全球产业布局，有利于 公司的国际化进程，符合公司长期发展战略。 ...

高澜股份公告，公司根据经营发展及战略规划，在董事长审批通过下，同意在美国设立全资子公司，注 册资本为2万美元。该全资子公司已在美国加利福尼亚州完成注册手续，名为GOALAND THERMAL MANAGEMENT TECHNOLOGY US ALTD。此次投资旨在推进公司国际化进程，资金来源为公司自有 资金，不会对公司生产经营产生不利影响。 ...

证券代码：300499 证券简称：高澜股份 公告编号：2025-037 广州高澜节能技术股份有限公司 关于投资设立美国全资子公司的公告 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。 广州高澜节能技术股份有限公司（以下简称"公司"）根据公司经营发展及 战略规划，经董事长审批通过，同意在美国设立全资子公司，注册资本2万美元。 根据《深圳证券交易所创业板股票上市规则》《公司章程》及公司《对外投 资管理制度》等相关规定，本次投资设立全资子公司事项在公司董事长权限范围 内，无需提交公司董事会及股东会审议。本次投资不涉及关联交易，亦不构成《上 市公司重大资产重组管理办法》规定的重大资产重组。 近日，该全资子公司已完成在美国加利福尼亚州的注册手续，取得了注册证 明文件，现将相关情况披露如下： 一、美国全资子公司基本情况 1.公司名称：GOALAND THERMAL MANAGEMENT TECHNOLOGY US A LTD. 2.公司注册号：361982735 3.公司类型：Stock Corporation - CA - General 5.注册地址：17800 CA ...

Core Insights - The company held a semi-annual online performance briefing on August 28, 2025, with participation from various investors and key executives [1] Group 1: Liquid Cooling Business - The company's products include server liquid cooling plates and fluid connection components, but specific market share has not been disclosed [2] - In the first half of 2025, the revenue from high-power density thermal management business, including data center and energy storage thermal management, reached approximately 136.96 million yuan, accounting for 32.78% of total revenue [2] - The company plans to leverage its first-mover advantage in liquid cooling, focusing on technological innovation and process improvement while increasing investment in overseas markets [2] Group 2: Order Status - As of June 30, 2025, the company had an order backlog amounting to approximately 1.139 billion yuan [2] - The company experienced significant growth in ultra-high voltage orders in the first half of 2025, including over 500 million yuan in orders from two high-voltage direct current transmission projects in Saudi Arabia [2] - Revenue from high-power electronic thermal management products increased by 239.39% year-on-year, primarily driven by the delivery of ultra-high voltage direct current transmission projects [2] Group 3: Collaboration and Profit Expectations - The company has collaborations with foreign partners in energy storage and data center sectors, involving product supply and technical cooperation [2] - The company did not provide profit forecasts for the current year [2] Group 4: Project Progress - The Saudi direct current transmission project is progressing according to the overall construction plan, customer project timelines, and contractual agreements [2] - The company has signed long-term framework agreements with some key clients, adjusting product supply strategies based on the varying proportions of liquid cooling product procurement in their total cooling needs [2]

Group 1: Company Overview - The company is Guangzhou Gaolan Energy-saving Technology Co., Ltd., with stock code 300499 and abbreviation Gaolan Co. [1] - The online performance briefing was held on August 28, 2025, from 15:00 to 17:00 [2]. Group 2: Market Position and Performance - The company has a market share in liquid cooling servers, but specific statistics are not available [2]. - In the first half of 2025, the revenue from high-power density thermal management business, including data center and energy storage thermal management, was approximately 136,958,047.52 yuan, accounting for 32.78% of total revenue [3]. - As of June 30, 2025, the company had an order backlog amounting to approximately 11.39 billion yuan [3]. Group 3: Orders and Growth - The company experienced significant growth in high-voltage orders in the first half of 2025, with overseas orders exceeding 500 million yuan for two high-voltage direct current transmission projects in Saudi Arabia [3]. - The revenue from high-power electronic thermal management products increased by 239.39% year-on-year, primarily driven by the delivery of high-voltage direct current projects [3]. Group 4: Strategic Partnerships and Future Plans - The company has established long-term framework agreements with several key clients, with varying procurement ratios based on industry and application [4]. - Future plans include leveraging the advantages of liquid cooling technology, focusing on innovation and process improvement, and increasing investment in overseas markets [3].

Group 1 - The core viewpoint of the article highlights the recent movements of social security funds in the stock market, revealing that in the second quarter, 91 new stocks were added to their portfolio, with a total of 396 stocks being held [1][2] - The social security fund increased its holdings in 104 stocks and reduced its positions in 125 stocks, while maintaining its stake in 76 stocks [1] - The stock with the highest number of social security fund holders among the new additions is Su Shi Testing, with three funds appearing in the top ten shareholders [1] Group 2 - Among the newly added stocks, 57 companies reported a year-on-year increase in net profit, with the highest growth seen in Gao Lan Co., which achieved a net profit of 22.93 million yuan, a staggering increase of 1438.57% [2] - The average increase in the newly added stocks since July is 17.67%, outperforming the Shanghai Composite Index [2] - The best-performing stock among the new additions is Da Yuan Pump Industry, with a cumulative increase of 151.36% [2] Group 3 - The newly added stocks by the social security fund include Baiao Intelligent, with a holding ratio of 7.23%, and Zhong Chumei, with a holding ratio of 3.45% [2] - The stock with the largest holding volume among the new additions is Sanan Optoelectronics, with 80.01 million shares held [1][2] - Other notable new additions include Inner Mongolia Huadian and Hualing Steel, with holdings of 48.59 million shares and 48.08 million shares, respectively [1][2]

Market Overview - The market experienced a significant drop, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing down by 1.76%, 1.43%, and 0.69% respectively, with over 4,700 stocks declining and only around 600 stocks rising [4] - Despite the indices showing a modest decline, the actual market impact was severe, indicating a split market where many stocks were falling while a few were driving index gains [5][6] Sector Performance - The computing power concept stocks saw a strong morning surge, with companies like Runjian Co., Meige Intelligent, and Dawang Technology hitting the daily limit, but faced significant sell-offs later [3] - The rare earth sector continued to perform well, with companies like Beikong Technology and Northern Rare Earth reaching their daily limit [3] - The CPO sector also experienced a notable rise, with Cambridge Technology achieving three consecutive limit-ups [3] Notable Stocks - Cambrian's stock price rose over 10% to exceed 1,460 yuan, surpassing Kweichow Moutai, which fell to 1,448 yuan, leading to discussions about Cambrian becoming the "new stock king" [11] - Alibaba-related computing power stocks initially surged but ultimately closed down by 1.81%, despite positive speculation about Alibaba's upcoming earnings report [14] - Zhouming Technology announced a partnership with Saudi Arabia's Al-Nassr Club, which initially boosted its stock price but ultimately closed down by 2% [16] Policy Impact - The Ministry of Commerce announced plans to introduce policies to promote service exports, which led to a temporary surge in Cross-Border Communication's stock price, although the connection to cross-border e-commerce remains tenuous [18]