南财智讯2月26日电，飞荣达公告，公司近日接到控股股东、实际控制人马飞先生函告，其前期质押给 国金证券股份有限公司的24200000股公司股份已提前办理完成解除质押业务。 ...

证券代码：300602 证券简称：飞荣达 公告编号：2026-005 关于公司持股5%以上股东部分股份提前解除质押的公告 深圳市飞荣达科技股份有限公司 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。 深圳市飞荣达科技股份有限公司（以下简称"公司"）近日接到控股股东、 实际控制人马飞先生的函告，获悉马飞先生前期质押给国金证券股份有限公司的 2,420 万股公司股份已提前办理完成解除质押业务。具体情况如下： 一、股东股份解除质押及累计质押的情况 | | 是否为控股 | 本次解除 | 占其所 | 占公司 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 股东或第一 | 质押股份 | 持股份 | 总股本 | 质押起始 | | 质押到期 | | 解除质押 | 质权人 | | 名称 | 大股东及其 | 数量（股） | 比例 | 比例 | 日期 | | 日期 | | 日期 | | | | 一致行动人 | | （%） | （%） | | | | | ...

格隆汇2月26日丨飞荣达(300602.SZ)涨6.92%，报40.630元，股价创历史新高，总市值236.41亿元。 ...

内容概况：当前，中国电池液冷板行业正伴随新能源汽车产业的爆发，同步进入一个高增长、高竞争、 技术密集驱动的"快车道"。2024年，中国电池液冷板行业市场规模为124.33亿元，同比增长8.73%。增 长的核心驱动力直接来源于下游应用，尤其是新能源汽车。2025年中国新能源汽车产销同比增速近 30%，且市场正从高端车型向全系普及液冷技术。同时，储能系统是另一个重要的增量市场，随着风 电、光伏装机量提升，其对规模化、标准化的冷却板需求正快速释放。此外，工程机械等其他领域的电 动化转型也在为行业提供新的增长曲线。 相关上市企业：三花智控（002050）、银轮股份（002126）、纳百川（301667）、科创新源 （300731）、精研科技（300709）、飞荣达（300602）、英维克（002837） 相关企业：中国铝业集团有限公司、江西铜业集团有限公司、山东南山铝业股份有限公司、明泰铝业股 份有限公司、云南铜业股份有限公司、铜陵有色金属集团股份有限公司、比亚迪股份有限公司、宁德时 代新能源科技股份有限公司、阳光电源股份有限公司、浪潮电子信息产业股份有限公司、中科曙光信息 产业股份有限公司 关键词：电池液冷板、电池 ...

国信证券（002736）近日发布机械行业2026年2月投资策略：1月机械行业（申万分类）指数上涨 6.32%，跑赢沪深300指数4.66个pct，机械行业TTM市盈率/市净率约为41.85/3.38倍，环比提升。1月钢/ 铜/铝价格指数环比变动-0.74%/+6.92%/+4.78%。 以下为研究报告摘要： 核心观点 1月行情回顾&重要数据跟踪：1月机械行业（申万分类）指数上涨6.32%，跑赢沪深300指数4.66个pct， 机械行业TTM市盈率/市净率约为41.85/3.38倍，环比提升。1月钢/铜/铝价格指数环比变 动-0.74%/+6.92%/+4.78%。 PMI（国家统计局1月31日数据）：1月制造业PMI指数49.30%，环比下降0.8个百分点，高技术制造业持 续领跑。同期高技术制造业保持扩张态势，高技术制造业PMI为52.00%，持续位于临界点以上，相关行 业保持稳定增长。 工程机械（中国工程机械工业协会2月9日数据）：2026年1月销售各类挖掘机18708台，同比增长 49.5%。其中：国内销量8723台（含电动挖掘机24台），同比增长61.4%；出口量9985台（含电动挖掘 机11台），同比 ...

Core Insights - The report identifies liquid cooling as a strategic investment opportunity, potentially replicating the success of optical modules and PCBs, with strong growth prospects driven by AI computing needs and stringent energy efficiency standards [2][3] - Liquid cooling is characterized by three main features: strong growth, complete narrative, and favorable odds, indicating a favorable market environment for investment [2] - The industry is transitioning from speculative hype to a high-growth phase with confirmed orders, as evidenced by significant order increases from key suppliers like Vidi Technology [3] Industry Trends - The liquid cooling industry is entering a high-growth phase with a 252% year-over-year increase in organic orders reported by Vidi Technology, highlighting strong market demand [3] - Major tech companies like NVIDIA and Google are adopting liquid cooling as a mandatory standard for their next-generation platforms, indicating a shift from optional to essential technology in AI computing [3] - The industry is witnessing a wave of mergers and acquisitions, with companies like Liying Intelligent Manufacturing acquiring liquid cooling suppliers to secure positions in the AI server supply chain [3] Liquid Cooling Industry Chain - The liquid cooling industry chain consists of three main segments: upstream components, midstream system integration and manufacturing, and downstream applications [4] - Upstream includes key technologies and components such as cooling fluids and CDU, which have high technical barriers and value [4] - Midstream integrates upstream components to provide complete liquid cooling server solutions, with technical integration capabilities as a core barrier [4] - Downstream focuses on high-performance data center operators and industry users driving the large-scale adoption of liquid cooling [4]

Core Viewpoint - The A-share market shows positive momentum with significant gains in various sectors, particularly in the small metals, electric grid equipment, and semiconductor industries, while the film and gaming sectors are experiencing declines [3]. Market Performance - The Shanghai Composite Index rose by 0.12% to 4137.06, while the Shenzhen Component Index increased by 0.8% to 14274.93. The ChiNext Index saw a rise of 1.18% to 3323.56, and the STAR Market Index gained 0.93% to 1804.89 [4][12]. - Over 2700 stocks in the market experienced an increase by midday [3]. Sector Highlights - The electric grid equipment sector showed strong performance, with companies like Hailianxun rising over 18% and others reaching their daily limit [4]. - The shipping sector also performed well, with China Merchants Energy hitting its daily limit and achieving a historical high [5]. - The computing power leasing sector saw significant gains, with Yuke Technology hitting its daily limit and other companies like Dazhi Technology and Capital Online also rising [5]. Trading Volume - The total trading volume in the Shanghai and Shenzhen markets exceeded 1 trillion yuan [6]. Currency Movement - The offshore RMB against the US dollar broke the 6.9 yuan mark, indicating a strengthening of the currency [8]. Stock Movements - The film and cinema sector continued to adjust, with companies like Hengdian Film and Bona Film hitting their daily limit down [9]. - AI application stocks in the Hong Kong market showed strength, with Zhiyuan rising over 11% [10].

Core Viewpoint - The company is a leading provider of electromagnetic shielding and thermal management solutions in China, focusing on customized products based on client needs [2] Group 1: Product Offerings - The company offers a range of thermal management products including TIM materials, various heat sinks, fans, 3D VC heat sinks, single-phase and two-phase liquid cooling plate modules, flow control instruments, and CDU [2] - The company has established strong design, manufacturing, and testing capabilities in the liquid cooling sector, having been involved in this field for many years [2] Group 2: Market Position and Collaborations - The company has formed supply partnerships with major domestic server manufacturers, with some products already being delivered in bulk [2] - The company possesses certain technical reserves in microchannel liquid cooling plate technology, indicating a commitment to innovation in this area [2] Group 3: Future Plans - The company plans to increase investment in research and development for liquid cooling products and technology innovation, aiming to explore and deepen the application of liquid cooling technology across various fields [2]

Core Viewpoint - Feirongda (300602.SZ) is positioned as a leading supplier of electromagnetic shielding and thermal management solutions in China, focusing on customized products based on client needs [1] Group 1: Company Overview - The company offers a range of products designed with different material combinations for electromagnetic shielding, heat dissipation, and lightweight applications [1] - Feirongda has established strong design, manufacturing, and testing capabilities in the liquid cooling sector over several years [1] Group 2: Product Offerings - The company's thermal management products for servers and data centers include TIM materials, various heat sinks, fans, 3D VC heat sinks, single-phase and two-phase liquid cooling plate modules, flow control instruments, and CDU [1] - Feirongda has formed supply partnerships with major domestic server manufacturers, with some products already in mass production [1] Group 3: Future Outlook - The company plans to increase investment in research and development for liquid cooling products and technological innovation [1] - Feirongda aims to explore and deepen the application of liquid cooling technology across various fields to drive industrial progress and meet market demand [1]

Group 1 - The company Feirongda (300602.SZ) currently holds a 3% stake in Ruimeng Semiconductor [1]