格隆汇8月12日丨飞荣达(300602.SZ)在互动平台表示，公司灵巧手尚未量产。果力智能是业内领先的灵 巧手及具身智能机器人专精特新企业，灵巧手属于人形机器人的关键执行部件，果力智能的"枭尧灵巧 手"是一款刚柔并济的高灵巧性五指灵巧手，该产品采用刚-柔-软耦合的拓扑优化设计，拥有业内独创 的柔软智能单元，具备触觉、本体与柔软智能多模态感知能力，技术领先。双方将在联合研发、全球化 量产制造和应用场景等方面开展全方位深度协同，深入推进灵巧手产业发展，助力人形机器人行业发 展。 ...

Group 1 - The liquid cooling server concept has gained traction, leading to a significant increase in stock prices for related companies [1] - Shunling Environment saw its stock price rise by over 15% [1] - Other companies such as Dayuan Pump Industry and Xinpeng Co. reached their daily limit up, while Feirongda and Langwei Co. also experienced price increases [1]

Group 1 - The company announced that it will hold the 22nd meeting of the 5th Board of Directors and the 21st meeting of the 5th Supervisory Board on August 16, 2024 [2] - The company approved a proposal to temporarily use part of the idle raised funds to supplement working capital, not exceeding RMB 400 million [2] - The duration for using the idle raised funds is set to be no more than 12 months from the date of approval by the Board of Directors [2] Group 2 - The company has committed to returning the RMB 400 million used for temporary working capital back to the special account for raised funds by August 8, 2025 [2] - The return of the funds will occur within the stipulated 12-month period [2]

深圳市飞荣达科技股份有限公司（以下简称"公司"）于 2024 年 8 月 16 日召开 第五届董事会第二十二次会议和第五届监事会第二十一次会议，审议通过了《关于 使用部分闲置募集资金暂时补充流动资金的议案》，同意公司使用闲置募集资金不超 过人民币 40,000 万元暂时补充公司日常经营所需的流动资金，使用期限自董事会批 准之日起不超过 12 个月，到期或募集资金投资项目需要时及时归还至募集资金专 户。具体内容详见公司在巨潮资讯网披露的《关于使用部分闲置募集资金暂时补充 流动资金的公告》（公告编号：2024-044）。 深圳市飞荣达科技股份有限公司 董事会 2025 年 8 月 8 日 在使用上述部分闲置募集资金暂时补充流动资金期间，公司严格遵守《上市公 司募集资金监管规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》以及公司《募集资金管理办法》等相关规定，本次暂时补充流 动资金的闲置募集资金仅用于与主营业务相关的生产经营，资金使用安排合理，没 有影响募集资金投资项目的正常进行，不存在变相改变募集资金用途的情形。 2025 年 8 月 8 日，公司已将上述用于暂时补充流动资金的闲 ...

每经AI快讯，8月6日，富士康概念股走强，科创新源、京泉华涨停，中石科技、鸿富瀚、福立旺、飞 荣达等跟涨。 （文章来源：每日经济新闻） ...

Industry Overview - The demand for smartphone thermal management devices is increasing due to enhanced smartphone performance, faster processors, and higher screen resolutions, leading to increased heat generation [1][13] - The rapid adoption of 5G technology is driving the need for higher performance and efficiency in thermal management devices to meet the growing thermal demands in 5G scenarios [1][13] - The market size of China's smartphone thermal management device industry is projected to reach approximately 3.267 billion yuan in 2024, representing a year-on-year growth of 6.52% [1][13] Industry Chain - The upstream of the smartphone thermal management device industry chain includes raw materials such as metals, ceramics, plastics, composite materials, PI films, natural graphite, CVD equipment, and cooling liquids [7] - The midstream involves the production and manufacturing of thermal management devices, while the downstream consists of various types of smartphones [7] Material and Technology Trends - Natural graphite is a key raw material for manufacturing high thermal conductivity graphite sheets and thermal films, essential for ensuring stability and battery life during high-load operations [9] - The production of natural graphite in China is expected to grow from 708,000 tons in 2015 to 1,291,600 tons in 2024, with a compound annual growth rate of 6.91% [9] - Future innovations in materials will focus on higher thermal conductivity and lighter weight, with potential applications of new materials like graphene and carbon nanotubes [23] Market Dynamics - The smartphone market in China saw a decline in shipments from 461 million units in 2017 to 296 million units in 2020, primarily due to market saturation and extended replacement cycles [11] - The smartphone shipment volume is expected to reach 294 million units in 2024, reflecting a year-on-year growth of 6.52% [11][13] - The competitive landscape of the smartphone thermal management device market is diverse, with significant contributions from both domestic and international players [16] Key Companies - Major companies in the smartphone thermal management device industry include Carbon Source Technology Co., Ltd., Shenzhen Feirongda Technology Co., Ltd., and Beijing Zhongshi Weiye Technology Co., Ltd., among others [16][19][21] - Shenzhen Feirongda Technology Co., Ltd. is focused on electromagnetic shielding materials and thermal management materials, with projected revenue of 1.864 billion yuan in 2024, up 7.56% [19] - Beijing Zhongshi Weiye Technology Co., Ltd. specializes in advanced thermal management solutions, with expected revenue of 1.539 billion yuan in 2024, reflecting a growth of 23.81% [21]

Core Viewpoint - The consumer electronics sector in the A-share market is showing strong performance, with several stocks experiencing significant gains, indicating positive market sentiment and potential investment opportunities [1]. Group 1: Stock Performance - Yidelong (易德龙) saw a price increase of 10.00%, with a total market capitalization of 5.312 billion and a year-to-date gain of 38.14% [2]. - Furi Electronics (福日电子) increased by 9.97%, with a market cap of 7.650 billion and a year-to-date rise of 44.24% [2]. - Feirongda (飞荣达) rose by 7.99%, with a market value of 15.5 billion and a year-to-date increase of 38.83% [2]. - Shenkeda (深科达) experienced a 7.39% increase, with a market cap of 2.553 billion and a year-to-date gain of 80.44% [2]. - Lian de Equipment (联得装备) increased by 5.94%, with a market capitalization of 5.968 billion and a year-to-date rise of 6.07% [2]. - Yitian Shares (易天股份) rose by 5.38%, with a market cap of 3.432 billion and a year-to-date increase of 11.16% [2]. - Fuliwang (福立旺) saw a 4.45% increase, with a market value of 6.202 billion and a year-to-date gain of 61.97% [2]. - Meige Intelligent (美格智能) increased by 4.27%, with a market cap of 12.7 billion and a year-to-date rise of 61.89% [2]. - The overall market trend is supported by the formation of MACD golden cross signals, indicating a positive outlook for these stocks [1].

Industry Overview - Mobile antennas are essential components for receiving and transmitting wireless signals in mobile devices, with demand increasing due to the rapid development of 5G technology [1][6] - Global mobile phone shipments are projected to reach 1.481 billion units in 2024, with the mobile communication antenna market size estimated at $1.98 billion [6] - By 2025, global mobile phone shipments are expected to be around 1.5 billion units, with the antenna market size approximately $2 billion [6] Market Segmentation - The global smartphone communication antenna market is divided into cellular communication systems, Wi-Fi communication systems, and other communication systems, with cellular systems dominating at 43.5% in 2024, while Wi-Fi systems account for 30% [8][10] Technological Evolution - The evolution of mobile antennas is closely linked to advancements in communication standards (from 2G to 5G/6G), materials science, and integration processes [4][21] - The design and manufacturing of mobile antennas are continuously innovating to meet diverse network environments and user needs, moving towards more efficient, integrated, and intelligent solutions [21] Competitive Landscape - The mobile antenna market is primarily dominated by well-known domestic and international companies, including Shenzhen Sunway Communication Co., Ltd., Huizhou Suyuan Technology Co., Ltd., Luxshare Precision Industry Co., Ltd., and Huawei Technologies Co., Ltd. [14][17] - New emerging companies are also entering the market, intensifying competition [14] Company Performance - Shenzhen Sunway Communication reported a revenue of 8.744 billion yuan in 2024, an increase of 1.196 billion yuan from 2023, with a net profit of 662 million yuan, up by 140 million yuan [17] - Luxshare Precision achieved a revenue of 268.795 billion yuan in 2024, an increase of 36.889 billion yuan from 2023, with a net profit of 13.366 billion yuan, up by 2.413 billion yuan [19] Future Trends - The mobile antenna industry is expected to continue evolving with advancements in communication technology, focusing on higher efficiency, integration, and intelligence in design and manufacturing [21]

Group 1: Market Overview - The liquid cooling server market in China is projected to reach $3.39 billion by 2025, representing a growth of 42.6% compared to 2024 [1] - From 2025 to 2029, the market is expected to have a compound annual growth rate (CAGR) of approximately 48%, with an estimated market size of around $16.2 billion by 2028 [1] Group 2: Technological Advancements - The integration of liquid cooling technology with AI and cloud computing is accelerating, providing extensive expansion opportunities in high-performance and edge computing applications [3] - Innovations such as phase change cooling plates are enhancing market growth potential, while the demand for green transformation in data centers is increasing [3] - Liquid cooling systems can significantly reduce the Power Usage Effectiveness (PUE) value, with cold plate liquid cooling achieving a PUE of 1.1 to 1.2, and immersion cooling potentially below 1.05 [3] Group 3: Company Performance - Shenzhen Feirongda Technology Co., Ltd. expects a net profit of between 155 million to 170 million yuan in the first half of 2025, a year-on-year increase of 103.95% to 123.69% [4] - Shanghai Jialeng Songzhi Automotive Air Conditioning Co., Ltd. anticipates a net profit of 140 million to 170 million yuan in the first half of 2025, reflecting a growth of 53.58% to 86.49% [4] - Zhongshi Technology expects a net profit of 116 million to 129 million yuan in the first half of 2025, with a year-on-year increase of 85.01% to 105.75% [4]

Group 1 - The company, Fei Rong Da (300602), reported that as of July 31, 2025, the total number of shareholders is 33,169 [1]