每经AI快讯，飞荣达(300602)1月23日披露业绩预告，预计2025年归母净利润3.6亿元~4.2亿元，同比增 长57.23%~83.43%。报告期内，公司在通信领域整体业务发展良好，基站类业务较为稳定，交换机业务 开展顺利订单量持续提升，AI服务器液冷散热需求逐渐增长，公司相关业务与多个重要客户的合作有 序推进中，营业收入不断增长，储能液冷散热相关业务也取得了积极进展，营业收入实现了稳定增长。 （文章来源：每日经济新闻） ...

人民财讯1月23日电，飞荣达（300602）1月23日披露业绩预告，预计2025年归母净利润3.6亿元—4.2亿 元，同比增长57.23%—83.43%。报告期内，公司在通信领域整体业务发展良好，基站类业务较为稳 定，交换机业务开展顺利订单量持续提升，AI服务器液冷散热需求逐渐增长，公司相关业务与多个重 要客户的合作有序推进中，营业收入不断增长，储能液冷散热相关业务也取得了积极进展，营业收入实 现了稳定增长。 ...

【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。 ...

Group 1 - The core point of the news is that Feirongda's stock price has dropped by 5.1%, currently trading at 31.28 yuan per share, with a total market capitalization of 18.201 billion yuan [1] - Feirongda Technology Co., Ltd. specializes in the research, design, production, and sales of electromagnetic shielding materials and thermal management materials, with its main business revenue composition being 39.94% from thermal management materials, 28.83% from electromagnetic shielding materials, 27.97% from lightweight functional devices, and 3.26% from other sources [1] Group 2 - According to data, Ping An Fund holds a significant position in Feirongda through its Ping An Xinsong Mixed Fund A, which has 17,300 shares, accounting for 3.34% of the fund's net value, making it the sixth-largest holding [2] - The Ping An Xinsong Mixed Fund A has a total scale of 11.5616 million yuan and has achieved a year-to-date return of 4.6%, ranking 4586 out of 8848 in its category [2] Group 3 - The fund manager of Ping An Xinsong Mixed Fund A, Liu Rongjun, has a tenure of 9 years and 297 days, with the best fund return during his tenure being 96.55% and the worst being -48.33% [3] - The other fund manager, Ding Lin, has a tenure of 5 years and 163 days, with a total asset scale of 2.301 billion yuan, achieving a best return of 34.8% and a worst return of -25.99% during his tenure [3]

Core Viewpoint - The stock of Feirongda has experienced fluctuations, with a recent decline of 2.00% and a total market value of 18.794 billion yuan, indicating a mixed performance in the market [1]. Group 1: Stock Performance - As of January 20, Feirongda's stock price was 32.30 yuan per share, with a trading volume of 1.91 billion yuan and a turnover rate of 1.48% [1]. - Year-to-date, the stock has decreased by 2.59%, with a 1.16% increase over the last five trading days and a 9.01% increase over the last 20 days [1]. - The stock has seen a decline of 1.55% over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Feirongda achieved a revenue of 4.617 billion yuan, representing a year-on-year growth of 34.89% [2]. - The net profit attributable to shareholders for the same period was 286 million yuan, showing a significant increase of 175.85% year-on-year [2]. Group 3: Shareholder Information - As of December 19, the number of shareholders for Feirongda was 46,600, an increase of 3.46% from the previous period [2]. - The average number of circulating shares per shareholder was 8,480, which decreased by 3.34% compared to the previous period [2]. - The company has distributed a total of 143 million yuan in dividends since its A-share listing, with 41.116 million yuan distributed over the last three years [3]. Group 4: Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 15.2945 million shares, an increase of 3.5737 million shares from the previous period [3]. - The fifth-largest circulating shareholder, Fortune Innovation Technology Mixed A, held 3.7001 million shares as a new shareholder [3]. - The seventh-largest shareholder, Southern CSI 1000 ETF, held 2.6621 million shares, a decrease of 18,100 shares from the previous period [3].

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]