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]

Group 1 - The company Feirongda announced on February 5 that its board of directors received a notice regarding the share reduction plan from its controlling shareholder, Ma Fei, and his associates, Huang Zheng and Feichi Investment [1] - The shareholders Ma Fei, Huang Zheng, and Feichi Investment collectively reduced their holdings by approximately 13.64 million shares [1]

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减持计划 期限届满暨减持结果的公告 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。 深圳市飞荣达科技股份有限公司（以下简称"公司"）于2025年10月15日披露了 《关于控股股东、实际控制人及其一致行动人股份减持计划的预披露公告》（公告编 号：2025-068），控股股东、实际控制人马飞先生计划以大宗交易方式减持其直接持 有公司股份合计不超过1,158,212股，占公司总股本的0.1991%（以公司总股本 58,186.3431万股为基数，下同）；其一致行动人黄峥女士计划以大宗交易方式减持其 直接持有公司股份合计不超过5,818,634股，占公司总股本的1.0000%；其一致行动 人宁波飞驰荣达股权投资有限公司（以下简称"飞驰投资"）计划以大宗交易及集中 竞价交易方式合计减持公司股份不超过6,727,586股，占公司目前总股本的1.1562%。 上述股东减持 ...

Group 1: Agricultural and Rural Development - The 2026 Central Document emphasizes modernizing agriculture and rural areas, aiming for comprehensive rural revitalization as a primary focus [2] - It highlights the importance of enhancing agricultural policies, ensuring food security, and improving rural living conditions to support China's modernization [2] Group 2: State-Owned Enterprises and Innovation - The State-owned Assets Supervision and Administration Commission (SASAC) is pushing for the development of strategic emerging industries and the transformation of traditional industries [3] - There is a focus on fostering technology-driven enterprises and enhancing collaboration between state-owned enterprises and research institutions to drive innovation [3] Group 3: Energy and Fuel Prices - Starting February 3, domestic gasoline and diesel retail prices will increase by 205 yuan and 195 yuan per ton, respectively, leading to an increase of 0.16 yuan per liter for 92-octane gasoline [4] Group 4: Technological Advancements and Investments - Shanghai is prioritizing the development of future industries such as brain-computer interfaces and fourth-generation semiconductors [5] - The Beijing Humanoid Robot Innovation Center has secured over 700 million yuan in market financing, marking a significant step towards market operation and industrialization [5] Group 5: Robotics and AI Innovations - Zhejiang University has launched the Bolt humanoid robot, which is currently the fastest in the world, capable of running at 10 meters per second [6] - A new AI-assisted puncture navigation robot has received approval for market entry, showcasing advancements in AI technology for clinical applications [6] Group 6: Market Movements and Stock Performance - The South Korean stock market experienced significant volatility, with the composite index dropping over 5% before rebounding and triggering a trading halt [9] - Major indices in the US and A-shares showed positive performance, with the Dow Jones increasing by 1.05% and the Shanghai Composite Index rising by 1.29% [14][15] Group 7: Semiconductor Industry Developments - Samsung and SK Hynix are planning to expand their advanced NAND flash memory production capacity, with Samsung discussing a monthly investment of 40,000 to 50,000 wafers [10] - Samsung Electro-Mechanics is advancing its semiconductor glass substrate project, aiming for commercialization by 2027 [11] Group 8: Corporate Mergers and Strategic Moves - Elon Musk announced the merger of SpaceX and xAI to create a space-based data center, emphasizing the need for AI infrastructure in space to meet growing energy demands [12]

Group 1 - Shenzhen Ruimeng Semiconductor Co., Ltd. recently completed its Series A financing round, raising nearly 100 million RMB, with investors including Songhe Capital, Feirongda, Huarong Sheng Capital, and Shenzhen Angel Mother Fund [1] - The company was established in 2020 and is primarily engaged in software and information technology services, with a registered capital of 6.85763898 million RMB [1] - As of 2026, the company has made investments in four other enterprises and holds 19 trademark registrations and 37 patents, along with 17 administrative licenses [1] Group 2 - The legal representative of Shenzhen Ruimeng Semiconductor is Yang Qian, and the company's shareholders include Li Bing, Shenzhen Ruihe Management Consulting Partnership, Shenzhen Ruichi Business Consulting Partnership, Shenzhen Ruihe Mengxin Semiconductor Partnership, and Nanjing Lvyong Jinhang Equity Investment Management Partnership [1]

Group 1 - The core point of the article is that Ruimeng Semiconductor has recently completed a new financing round of nearly 100 million yuan [1] - The financing round was led by Songhe Capital, with participation from investors including Feirongda (300602), Huarong Sheng Capital, and Shenzhen Angel Mother Fund [1]

富士康工业互联网股份有限公司（以下简称"工业富联"）预计2025年归属于母公司所有者的净利润将达 到351亿元至357亿元，较2024年大幅增长51%至54%。业绩预告显示，在云计算与通信网络设备的协同 爆发中，AI服务器与高速交换机业务成为工业富联业绩增长的核心引擎。 据同花顺iFind数据，截至2月2日，A股共63家消费电子相关上市公司披露2025年业绩预告。其中，除1 家业绩不确定外，22家业绩预喜（包含预增、略增、扭亏），其余40家则预减、略减或亏损。 梳理公告可知，当前消费电子行业呈现两极分化态势，产业"冷与热"交织。一方面，因传统业务端竞争 激烈，不少企业业绩依旧承压；另一方面，行业的积极因素也在持续涌现，AI眼镜、新能源、机器人 等新兴赛道的崛起，成为驱动不少消费电子企业盈利的核心因素。 "回顾2025年，消费电子行业的增长韧性，源于技术革新与跨界拓展的共振。"巨丰投顾高级投资顾问丁 臻宇对记者说。 AI正为消费电子产业注入新动能。例如，立讯精密工业股份有限公司（以下简称"立讯精密"）预计， 2025年实现归属于上市公司股东的净利润165.18亿元至171.86亿元，同比增长23.59%至28. ...

证券日报网讯2月2日，飞荣达（300602）在互动平台回答投资者提问时表示，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，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。 ...

Core Viewpoint - Feirongda (300602) has successfully applied some of its heat dissipation and electromagnetic shielding products in chip-related supporting products, effectively addressing heat dissipation and shielding issues for chips and application terminals, thereby supporting efficient operation in safe environments [1] Group 1 - The company has developed heat dissipation products that are now utilized in chip-related applications [1] - The electromagnetic shielding products from the company also play a crucial role in enhancing the performance of chips and terminals [1] - These innovations contribute to maintaining operational efficiency under safe conditions for end products [1]