10月21日，飞荣达盘中上涨2.04%，截至13:33，报32.05元/股，成交4.20亿元，换手率3.34%，总市值 186.49亿元。 截至10月10日，飞荣达股东户数4.41万，较上期减少6.94%；人均流通股8975股，较上期增加7.46%。 2025年1月-6月，飞荣达实现营业收入28.83亿元，同比增长32.92%；归母净利润1.66亿元，同比增长 193.70%。 分红方面，飞荣达A股上市后累计派现1.43亿元。近三年，累计派现4111.58万元。 机构持仓方面，截止2025年6月30日，飞荣达十大流通股东中，香港中央结算有限公司位居第四大流通 股东，持股1172.08万股，相比上期增加884.99万股。南方中证1000ETF（512100）位居第七大流通股 东，持股268.02万股，相比上期增加50.35万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入578.55万元，特大单买入1632.43万元，占比3.89%，卖出1854.44万元， 占比4.42%；大单买入7624.36万元，占比18.17%，卖出6823.80万元，占比16.26%。 飞荣达今年以来股价涨67.08%，近5个交 ...

| | | | 已发布三季报业绩数据的Al眼镜概念股 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 | 滚动而盗率 | 三季报净利润 | 三季报净利润 | | | | (亿元) | (倍) | (亿元) | 同比(%) | | 002475 | 立讯精密 | 4161.55 | 28.48 | 111.17 | 22.50 | | 002600 | 领益智造 | 1046.71 | 52.57 | 20.05 | 42.26 | | 603893 | 瑞 芯 微 | 781.23 | 82.82 | 7.80 | 121.50 | | 688213 | 思特 威 | 433.91 | 67.82 | 6.96 | 154.50 | | 300602 | 飞荣达 | 182.76 | 61.24 | 2.88 | 120.38 | | 300458 | 全志科技 | 388.03 | 185.80 | 2.75 | 82.13 | | 688049 | 炬林科技 | 101.53 | 64.66 | 1.51 | 112.94 | | 6 ...

证券日报网讯飞荣达（300602）10月20日在互动平台回答投资者提问时表示，截至目前公司出口美国的 业务销售占比较小，关税事件目前对公司影响较小。公司将持续密切关注相关关税政策变化并积极应 对，以确保业务稳健发展。 ...

Core Viewpoint - The company, Feirongda, announced that it will disclose its performance forecast for the first three quarters of 2025, indicating significant growth in net profit compared to the previous year [1] Financial Performance - The company reported a net profit attributable to shareholders of 130.455 million yuan for the first three quarters of 2024 after retrospective adjustments [1] - For the first three quarters of 2025, the company expects a net profit attributable to shareholders to be between 275 million yuan and 300 million yuan, representing a growth of 110.80% to 129.96% compared to the previous year [1] Acquisition Impact - The company completed the acquisition of 100% equity in Jiangsu Zhongyu Rubber and Plastic Technology Co., Ltd. in March 2025, which has been included in the consolidated financial statements and led to retrospective adjustments of the previous year's financial data [1]

证券日报网讯飞荣达（300602）10月20日在互动平台回答投资者提问时表示，截至2025年10月10日，公 司股东总户数为44，055户。 ...

格隆汇10月20日丨飞荣达(300602.SZ)在互动平台表示，截至目前公司出口美国的业务销售占比较小， 关税事件目前对公司影响较小。公司将持续密切关注相关关税政策变化并积极应对，以确保业务稳健发 展。 ...

Core Viewpoint - The company Feirongda (300602.SZ) has announced that its dexterous hand product has not yet entered mass production but has passed certification from some domestic customers and is currently in the sampling and testing phase [1] Group 1: Product Development - The dexterous hand has not yet been mass-produced [1] - The product has received certification from certain domestic customers [1] - The company is in the sampling and testing stage for the dexterous hand [1] Group 2: Future Collaboration and Industry Impact - The company and Guoli Intelligent will continue to collaborate in joint research and development [1] - There will be a focus on global mass production and application scenarios [1] - The efforts aim to advance the development of the dexterous hand industry and support the humanoid robot sector [1]

Market Overview - As of 14:00, the Shanghai Composite Index is at 3859.80 points, with an increase of 0.52% [1] - The total trading volume of A-shares today is 1,431.28 billion yuan [1] Technical Analysis - A total of 84 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - The stocks with the largest distance between their 5-day and 10-day moving averages include: - Yunnan Zhenye: 5-day MA is -2.45% below the 10-day MA [1] - Qiangli New Materials: 5-day MA is -2.22% below the 10-day MA [1] - Feirongda: 5-day MA is -2.14% below the 10-day MA [1] Individual Stock Performance - Yunnan Zhenye (002428): Today's change is -0.93%, with a 5-day MA of 27.71 yuan and a 10-day MA of 28.41 yuan [1] - Qiangli New Materials (300429): Today's change is +0.53%, with a 5-day MA of 13.95 yuan and a 10-day MA of 14.26 yuan [1] - Feirongda (300602): Today's change is +1.03%, with a 5-day MA of 33.00 yuan and a 10-day MA of 33.72 yuan [1] - Other notable stocks include: - Warner Pharmaceuticals (688799): Today's change is +0.43%, with a 5-day MA of 55.41 yuan [1] - Blue Ying Equipment (300293): Today's change is +0.34%, with a 5-day MA of 24.48 yuan [1] Additional Stock Data - The following stocks also show a downward trend in their 5-day moving averages compared to their 10-day moving averages: - Nanya New Materials (688519): -0.90% change, 5-day MA of 74.18 yuan [1] - Aerospace Morning Light (600501): -2.84% change, 5-day MA of 23.60 yuan [1] - Haichen Pharmaceutical (300584): +1.92% change, 5-day MA of 57.39 yuan [1]

Market Overview - The Shanghai Composite Index closed at 3866.09 points, with a gain of 0.69% and a total trading volume of 1,170.861 billion yuan [1]. Stocks with Death Cross - A total of 78 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1]. - Notable stocks with significant distance between their 5-day and 10-day moving averages include: - Yunnan Zhenye (002428) with a distance of -2.35% [1] - Qiangli New Materials (300429) with a distance of -2.18% [1] - Feirongda (300602) with a distance of -2.02% [1]. Individual Stock Performance - Yunnan Zhenye (002428) had a slight increase of 0.15% today, with a latest price of 26.86 yuan, which is 5.56% below the 10-day moving average [1]. - Qiangli New Materials (300429) rose by 0.98%, with a latest price of 13.34 yuan, 6.51% below the 10-day moving average [1]. - Feirongda (300602) increased by 2.29%, with a latest price of 31.67 yuan, 6.19% below the 10-day moving average [1]. Additional Stocks with Notable Movements - Other stocks with significant movements include: - Blue Ying Equipment (300293) increased by 0.82%, latest price at 23.44 yuan, 6.20% below the 10-day moving average [1]. - Construction Industry (002265) rose by 0.78%, latest price at 28.29 yuan, 6.11% below the 10-day moving average [1]. - Warner Pharmaceuticals (688799) increased by 1.79%, latest price at 52.40 yuan, 7.49% below the 10-day moving average [1].

Group 1 - The core argument of the article is that Apple's decision to switch from titanium alloy to aluminum alloy for the iPhone 17 Pro highlights a significant shift in the consumer electronics industry, where thermal performance is becoming a critical design consideration for high-end devices [2][5][10]. - The change from titanium to aluminum is driven by the need for better heat dissipation, as titanium's thermal conductivity is only 1/30th that of aluminum, which has become a bottleneck for device performance with the increasing power of chips like the A19 Pro [5][6]. - The iPhone 17 Pro demonstrates improved thermal management, with a temperature reduction of 7.4°C during 4K video recording compared to the iPhone 16 Pro, and a significant reduction in frame rate fluctuations during high-performance gaming [6][7]. Group 2 - The thermal management market is experiencing explosive growth due to rising power consumption in consumer electronics driven by technologies like 5G and AI, with the global TIM market expected to reach approximately $7.5 billion by 2036 [12][14]. - VC (Vapor Chamber) heat spreaders are rapidly penetrating the high-end consumer electronics market, with their penetration rate in high-end smartphones projected to increase from 35% in 2023 to 62% by 2025 [14][40]. - The demand for thermal management solutions is also surging in sectors like electric vehicles and data centers, with the global market for thermal management in data centers expected to reach 70.8 billion yuan by 2025 [15][16]. Group 3 - The article outlines the evolution of thermal materials from passive to active and intelligent cooling solutions, highlighting the importance of thermal management across various high-tech industries [22][20]. - Traditional thermal materials like aluminum and copper are still prevalent, but emerging materials such as graphite and VC heat spreaders are gaining traction due to their superior thermal conductivity [23][26]. - The VC heat spreader market is projected to grow significantly, with an expected market size of $1.089 billion in 2024, driven by demand from smartphones, laptops, and electric vehicles [40][48].