【飞荣达：2025年净利同比预增57.23%-83.43%】智通财经1月23日电，飞荣达(300602.SZ)公告称，预 计2025年度归属于上市公司股东的净利润为3.60亿元-4.20亿元，比上年同期增长57.23%-83.43%。公司 积极关注具身智能领域的发展，聚焦人形机器人、智能穿戴等应用场景进行布局，围绕其AI芯片、关 节电机、传感器等部件的散热与结构支撑需求，公司可以提供导热材料、风扇、液冷散热系统、灵巧 手、关节模组及轻量化结构件等产品，适配高功率密度、小型化及动态交互场景，可支撑智能终端产品 稳定运行。目前，部分产品已通过多个重要客户认证，处于送样、测试或小批量供货阶段。 转自：智通财经 ...

证券代码：300602 证券简称：飞荣达 公告编号：2026-003 深圳市飞荣达科技股份有限公司 2025 年度业绩预告 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日 单位：万元 | 项 目 | 本报告期 | | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股 东的净利润 | | 36,000 | ～ | 42,000 | 22,896.87 | | | 比上年同期增长 | 57.23% | ～ | 83.43% | | | 扣除非经常性损益 后的净利润 | | 31,300 | ～ | 37,300 | 19,668.22 | | | 比上年同期增长 | 59.14% | ～ | 89.65% | | 注："上年同期"为追溯调整后的数据，公司全资子公司飞荣达科技（江苏）有限公司于 2025 年 3 月 完成对同控企业江苏中煜橡塑科技有限公司 100%股权的收购，并于 2025 年 3 月将其纳入合并报 ...

格隆汇1月20日丨飞荣达(300602.SZ)在互动平台表示，公司有产品已应用于AI相关领域。随着AI的快速 发展和广泛应用，对算力基础设施提出更高的要求，同时将会对散热及电磁屏蔽解决方案提出更高的需 求，为行业带来了新的机遇和挑战。公司深耕热管理与电磁屏蔽领域多年，产品矩阵涵盖导热材料、散 热器件、风冷/液冷方案、电磁屏蔽材料及器件等，公司具备较为完整的产业体系、深厚的研发实力、 丰富的场景应用经验，产品可广泛应用于消费电子、网络通信、数据中心、服务器、新能源汽车、光伏 储能、人工智能、医疗及家用电器等领域，可以为相关客户提供电磁屏蔽方案及相关产品和散热解决方 案及产品。公司也将持续关注相关技术领域的发展动态，不断提高综合竞争优势。 ...

1月20日，飞荣达跌5.1%，截至发稿，报31.28元/股，成交6.81亿元，换手率5.38%，总市值182.01亿 元。 资料显示，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路1215号飞 荣达新材料产业园(一照多址企业)，成立日期1993年11月10日，上市日期2017年1月26日，公司主营业 务涉及从事电磁屏蔽材料及器件、导热材料及器件的研发、设计、生产与销售。主营业务收入构成为： 热管理材料及器件39.94%，电磁屏蔽材料及器件28.83%，轻量化等功能器件27.97%，其他(补 充)3.26%。 从基金十大重仓股角度 数据显示，平安基金旗下1只基金重仓飞荣达。平安鑫盛混合发起式A（011759）三季度持有股数1.73万 股，占基金净值比例为3.34%，位居第六大重仓股。根据测算，今日浮亏损失约2.91万元。 平安鑫盛混合发起式A（011759）成立日期2025年5月13日，最新规模1156.16万。今年以来收益4.6%， 同类排名4586/8848；成立以来收益19.28%。 平安鑫盛混合发起式A（011759）基金经理为刘榕俊、丁琳。 截至发稿，刘榕俊累计任职时间9年2 ...

1月20日，飞荣达盘中下跌2.00%，截至09:54，报32.30元/股，成交1.91亿元，换手率1.48%，总市值 187.94亿元。 资金流向方面，主力资金净流出1962.74万元，特大单买入234.86万元，占比1.23%，卖出1088.46万元， 占比5.69%；大单买入2910.78万元，占比15.22%，卖出4019.92万元，占比21.02%。 飞荣达今年以来股价跌2.59%，近5个交易日涨1.16%，近20日涨9.01%，近60日跌1.55%。 飞荣达所属申万行业为：电子-消费电子-消费电子零部件及组装。所属概念板块包括：5G、吸波材料、 富士康概念、汽车热管理、特斯拉等。 截至12月19日，飞荣达股东户数4.66万，较上期增加3.46%；人均流通股8480股，较上期减少3.34%。 2025年1月-9月，飞荣达实现营业收入46.17亿元，同比增长34.89%；归母净利润2.86亿元，同比增长 175.85%。 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。 责任编辑：小浪快报 资料显示，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根 ...

1月16日，飞荣达涨1.97%，成交额7.80亿元。两融数据显示，当日飞荣达获融资买入额1.14亿元，融资 偿还8224.08万元，融资净买入3197.73万元。截至1月16日，飞荣达融资融券余额合计6.94亿元。 融资方面，飞荣达当日融资买入1.14亿元。当前融资余额6.92亿元，占流通市值的3.60%，融资余额超 过近一年80%分位水平，处于高位。 融券方面，飞荣达1月16日融券偿还3700.00股，融券卖出1000.00股，按当日收盘价计算，卖出金额3.31 万元；融券余量4.83万股，融券余额159.63万元，超过近一年70%分位水平，处于较高位。 资料显示，深圳市飞荣达科技股份有限公司位于广东省深圳市光明区玉塘街道田寮社区根玉路1215号飞 荣达新材料产业园(一照多址企业)，成立日期1993年11月10日，上市日期2017年1月26日，公司主营业 务涉及从事电磁屏蔽材料及器件、导热材料及器件的研发、设计、生产与销售。主营业务收入构成为： 热管理材料及器件39.94%，电磁屏蔽材料及器件28.83%，轻量化等功能器件27.97%，其他(补 充)3.26%。 责任编辑：小浪快报 截至12月19日，飞荣达 ...

Core Viewpoint - The report highlights the continuous growth and optimization of the supply-demand structure in the Chinese electric vehicle (EV) industry, supported by favorable policies and strong market demand [2][3]. Industry Performance - In December, China's monthly production and sales of new energy vehicles reached 1.718 million and 1.71 million units, respectively, marking year-on-year increases of 12.3% and 7.2% [2][3]. - For the entire year of 2025, cumulative production and sales are projected to reach 16.626 million and 16.49 million units, reflecting year-on-year growth of 29% and 28.2% [2][3]. - New energy vehicle sales are expected to account for 47.9% of total new car sales in the market [2][3]. Supply and Demand Dynamics - The supply side is characterized by the continuous introduction of new products from battery and main engine manufacturers, with positive feedback from demand [2][3]. - The industry has experienced significant price declines, leading to reduced capital expenditures, while the supply-demand balance is improving [2][3]. - The industry is actively optimizing capacity and supply, aiming to stabilize prices and ensure profitability for enterprises [2][3]. Price Trends - The report indicates that the prices within the industry are at a bottom level and are beginning to stabilize and recover [2][3]. - Strong demand and tight supply for certain materials, such as lithium carbonate and lithium iron phosphate, are leading to price increases [2][3]. Investment Strategy - The report maintains a "recommended" rating for the new energy vehicle industry, emphasizing the selection of companies that are expected to deliver excess returns [3]. - Focus areas for investment include robotics, solid-state batteries, battery materials, and liquid cooling technologies [3][4]. Industry Dynamics - Recent price movements in the supply chain include lithium carbonate prices rising to 157,900 CNY/ton, an increase of 12.7% from the previous week [6]. - The Ministry of Industry and Information Technology plans to accelerate breakthroughs in solid-state battery technology by 2026 [7].

Core Insights - The report highlights the continuous optimization of the supply-demand structure in the new energy vehicle (NEV) industry, supported by favorable policies and strong demand feedback, leading to a recovery in prices across the industry chain [3][4] - The report maintains a "recommended" rating for the NEV industry, emphasizing the potential for excess returns in sectors such as solid-state batteries, autonomous driving, and battery materials [4] - The lithium price has seen significant increases, with carbonate lithium and hydroxide lithium prices rising by 12.7% and 12.8% respectively, indicating a bullish trend in the industry [5][34] Market Tracking - In December, China's NEV production and sales reached 1.718 million and 1.71 million units respectively, marking year-on-year increases of 12.3% and 7.2% [3][49] - The NEV market accounted for 47.9% of total new car sales in 2025, reflecting a 7 percentage point increase from the previous year [3][49] - The report notes that the NEV index, lithium battery index, and charging pile index have shown positive growth, with respective weekly increases of 1.29%, 1.50%, and 3.16% [5][22] Lithium Battery Industry Price Tracking - The report details that lithium carbonate prices have increased to 157,900 CNY/ton, while lithium hydroxide prices reached 148,900 CNY/ton, both reflecting significant weekly increases [34][37] - The price of phosphoric iron lithium has risen to 52,400 CNY/ton, up 11.3% from the previous week, indicating strong demand in this segment [34][37] - The report also notes stable prices for aluminum-plastic films and separators, with no significant changes observed [37] Industry Dynamics - The report mentions that the Ministry of Industry and Information Technology aims to accelerate breakthroughs in solid-state battery technology and autonomous driving by 2026 [6][67] - Key developments include the launch of L3-level autonomous driving trials by BAIC New Energy and a partnership between Yuanrong Qixing and an international OEM for L3-level technology [6][67] - The report emphasizes the importance of enhancing the self-controllable capabilities of the supply chain and accelerating the development of key technologies in the NEV sector [67] Key Company Announcements - Haopeng Technology forecasts a revenue of 5.7 to 6 billion CNY for 2025, with a net profit increase of 113.69% to 141.09% [71] - The company plans to invest approximately 1.2 billion CNY in solid-state battery production, aiming to capitalize on the growth opportunities in the sector [72] - The report highlights a significant procurement agreement between Rongbai Technology and CATL for the supply of phosphoric iron lithium materials, valued at over 120 billion CNY [72]

Core Viewpoint - The polymer-based thermal interface materials (TIM) industry is experiencing steady growth driven by advancements in AI, 5G, and electric vehicles, with the Chinese market expanding at a faster rate than the global market. The demand for high-end thermal management solutions in sectors like data centers and ADAS is expected to significantly increase, with the ADAS TIM market projected to reach $600 million by 2033 [1][6]. Industry Overview - Polymer-based TIMs are essential for electronic thermal management, designed to fill microscopic gaps between heat-generating devices and heat sinks, thereby reducing thermal resistance and ensuring efficient operation [1][3]. - TIMs are categorized into TIM1, which is used between chips and packaging, and TIM2, which is used between packaging and heat sinks, with TIM1 requiring higher performance standards [3][4]. Industry Policies - The polymer-based TIM industry is part of the new materials sector, which is a strategic focus for national development. Various policies have been implemented to support technological research, industrial application, and market promotion, facilitating breakthroughs in high-end technology and accelerating domestic substitution [5][6]. Industry Chain - The upstream of the TIM industry includes polymer matrices and high thermal conductivity fillers, while the midstream focuses on material formulation and composite process innovation. The downstream applications span consumer electronics, electric vehicles, 5G communication, and data centers, with electric vehicles and data centers being key growth drivers [5][6]. Market Size and Growth - The global TIM market is projected to grow from $2.012 billion in 2024 to $4.148 billion by 2031, with a compound annual growth rate (CAGR) of 10.74%. The Chinese TIM market is expected to grow from $1.027 billion in 2024 to $2.164 billion by 2031, with a CAGR of 11.09%, indicating strong growth potential [6][7]. Competitive Landscape - The competitive landscape shows a dynamic balance where international giants dominate the high-end market while local companies like Huitian New Materials and Feirongda are making significant advancements. These local firms are transitioning from cost advantages to competing directly in high-end supply chains through technological breakthroughs [7][8]. Development Trends - The industry is expected to evolve around three core directions: technological upgrades focusing on high thermal conductivity and multifunctional integration, deepening industry chain collaboration for domestic substitution, and expanding application scenarios that drive customized solutions [8][9][10]. - Future innovations will emphasize high-performance materials with integrated functionalities, while collaboration between upstream and downstream players will enhance the self-sufficiency of the supply chain [10][11].

深圳市飞荣达科技股份有限公司 关于控股股东、实际控制人及其一致行动人权益变动 触及 1%整数倍的提示性公告 证券代码：300602 证券简称：飞荣达 公告编号：2026-002 控股股东、实际控制人马飞先生及其一致行动人黄峥女士、马军先生、宁波 飞驰荣达股权投资有限公司保证信息披露内容的真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动系深圳市飞荣达科技股份有限公司（以下简称"公司"或"飞 荣达"）控股股东、实际控制人马飞先生及其一致行动人黄峥女士、宁波飞驰荣达 股权投资有限公司（以下简称"飞驰投资"）按照之前已披露的股份减持计划实施 减持而导致的变动。 2、本次权益变动后，公司控股股东、实际控制人马飞先生及其一致行动人黄 峥女士、马军先生与飞驰投资合计持有公司股份数量由 290,931,699 股变动为 284,803,099 股，持有股份比例由 50.0000%变动为 48.9467%（以公司总股本 58,186.3431 万股为基数，下同），权益变动触及 1%的整数倍。 3、本次权益变动不涉及要约收购 ...