南财智讯12月22日电，飞荣达公告，公司控股股东、实际控制人马飞及其一致行动人黄峥、马军与宁波 飞驰荣达股权投资有限公司（简称"飞驰投资"）合计持股比例由54.4902%下降至50.0000%，累计减少 4.4902%。本次权益变动已完成，主要系飞驰投资通过集中竞价交易和大宗交易方式合计减持公司股份 5,278,322股，以及公司实施股权激励导致总股本增加，致使一致行动人持股比例被动稀释。截至2025年 12月22日，一致行动人合计持有公司股份290,931,699股。其中，马飞持有233,641,313股，持股比例为 40.1540%；飞驰投资持股数量降至420,964股，占总股本0.0723%。本次变动后，马飞仍为公司控股股 东、实际控制人，公司控制权未发生变更。马飞所持股份中存在质押情况，累计质押67,750,000股，占 其持股总数的28.9974%。未来12个月内，信息披露义务人暂无其他明确增减持计划，若发生相关权益 变动将依法履行信息披露义务。 ...

深圳市飞荣达科技股份有限公司简式权益变动报告书 深圳市飞荣达科技股份有限公司 上市公司名称：深圳市飞荣达科技股份有限公司 简式权益变动报告书 股票上市地点：深圳证券交易所 股票简称：飞荣达 股票代码：300602 信息披露义务人具体情况： | 类型 | 名称 | 通讯地址 | 股份变动性质 | | --- | --- | --- | --- | | 信息披露义务人一 | 马飞 | 广东省深圳市南山区 | 持股比例减少 （实施股权激 | | 信息披露义务人二 | 黄峥 | 广东省深圳市南山区 | | | 信息披露义务人三 | 马军 | 广东省深圳市龙华区 | 励、股东减持） | | 信息披露义务人四 | 宁波飞驰荣达股权投资 | 浙江省宁波市北仑区大榭 | | | | 有限公司 | 街道滨海南路 | | 签署日期：2025年12月22日 1 深圳市飞荣达科技股份有限公司简式权益变动报告书 信息披露义务人声明 一、本报告书系依据《中华人民共和国证券法》《上市公司收购管理办法》 及《公开发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》 及相关的法律、法规编写。 二、信息披露义务人签署本权益变动报告书 ...

2、本次权益变动不涉及要约收购，不会导致公司控股股东、实际控制人发生 变化，不会对公司治理结构及未来持续经营产生重大影响。 3、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、马军先生与宁波飞驰荣达股权投资有限公司（以下简称"飞驰投资"）合 计持有公司股份数量 290,931,699 股，占公司目前总股本的 50.0000%（以公司总股 本 58,186.3431 万股为基数，下同），权益变动触及 5%的整数倍。 证券代码：300602 证券简称：飞荣达 公告编号：2025-082 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 5% 整数倍暨披露《简式权益变动报告书》的提示性公告 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。 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、实际控制人及其一致行动人合计持有公司 ...

Core Viewpoint - Feirongda has made significant progress in the development of cooling products for servers and terminal devices, showcasing notable technological advantages in liquid cooling solutions [1] Group 1: Product Development - The company is currently developing a range of cooling products, including thermal materials, various cooling modules, fans, 3DVC coolers, special coolers, single-phase liquid cooling plates, and two-phase liquid cooling plates [1] - Feirongda has demonstrated significant technological advantages in the liquid cooling sector and is committed to increasing R&D investment in related products [1] Group 2: Market Position and Clients - The company has established a client base that includes major players such as H Company, ZTE, Cisco, Inspur, Datang Mobile, and others, indicating a strong market presence [1] - Due to confidentiality agreements, specific details regarding collaborations with key clients cannot be disclosed [1] Group 3: Future Strategy - As the market potential for liquid cooling solutions continues to expand, the company aims to leverage technological innovation and product optimization to strengthen and expand its competitive edge in the cooling sector [1] - The company plans to explore and deepen the application of liquid cooling technology across various fields to drive industrial progress and meet market demands [1]

Core Viewpoint - The company, Feirongda, reported a 11.68% year-on-year increase in overseas revenue for the first half of 2025, amounting to 594 million yuan [1] Group 1: Business Development - The company has established a production base in Vietnam and multiple overseas sales outlets in locations such as San Jose, USA, Helsinki, Finland, Japan, and South Korea to better serve regional customers [1] - The company aims to enhance its market penetration and brand influence through continuous efforts in expanding overseas markets [1] Group 2: Future Outlook - The company plans to strengthen its global business expansion, laying a solid foundation for future growth in international markets [1]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月22日，飞荣达收涨1.32%，收盘价为30.02元，发生9笔大宗交易，合计成交量94.04万股，成交金额 2537.49万元。 第7笔成交价格为26.96元，成交11.00万股，成交金额296.56万元，溢价率为-10.19%，买方营业部为中 国银河证券股份有限公司金华证券营业部，卖方营业部为申万宏源证券有限公司深圳金田路证券营业 部。 第8笔成交价格为26.96元，成交10.00万股，成交金额269.60万元，溢价率为-10.19%，买方营业部为国 都证券股份有限公司江苏分公司，卖方营业部为申万宏源证券有限公司深圳金田路证券营业部。 第9笔成交价格为27.26元，成交7.40万股，成交金额201.72万元，溢价率为-9.19%，买方营业部为华泰 证券股份有限公司广州云城东路证券营业部，卖方营业部为申万宏源证券有限公司深圳金田路证券营业 部。 责任编辑：小浪快报 第3笔成交价格为26.96元，成交9.00万股，成交金额242.64万元，溢价率为-10.19%，买方营业部为浙商 证券股份有限公司台州环城东路证券营业部，卖方营业部为申 ...

12月22日，飞荣达大宗交易成交94.04万股，成交额2537.49万元，占当日总成交额的2.81%，成交均价 26.98元，较市场收盘价30.02元折价10.12%，其中最高成交价27.26元，最低成交价26.96元。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-22 | 300602 | 飞荣达 | 26.96 | 8.54 | 230.19 | 招商证券股份有限 | 申万宏源证券有限 | | | | | | | | 公司西安北大街证 | 公司深圳金田路证 | | | | | | | | 券营业部 | 券营业部 | | 2025-12-22 | 300602 | 飞荣达 | 26.96 | 15.10 | 407.10 | 招商证券股份有限 | 申万宏源证券有限 | | | | | | | | 公司西安北大街证 | 公司深圳金田路证 | | | ...

Core Viewpoint - The company is focusing on customized thermal management solutions for energy storage systems, emphasizing the importance of heat dissipation for high-density battery applications [2] Group 1: Business Focus - The company is concentrating on energy storage thermal management, including commercial, large-scale, and residential energy storage scenarios [2] - The company provides tailored thermal management solutions to meet the heat dissipation needs of core components in energy storage systems [2] Group 2: Product Offerings - The company's thermal products are designed to enhance heat uniformity control and long-term operational stability for high-energy-density batteries [2] - The company offers a range of products including die-cast housings, injection-molded housings, sealing strips, heat sinks, composite material covers, potting compounds, axial fans, nano-crystal inductors, and liquid cooling solutions for photovoltaic inverters and energy storage devices [2] Group 3: Future Plans - The company aims to deepen its business layout in the energy storage sector, promoting technological iteration and customer expansion to enhance its competitive advantage [2]

Group 1 - A total of 78 stocks in the A-share market experienced block trading today, with a total transaction value of 3.755 billion yuan [1] - The top three stocks by transaction value were Minsheng Bank (2.149 billion yuan), WuXi AppTec (430 million yuan), and Luxin Technology (119 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 67 at a discount; the highest premium rates were for AVIC Optoelectronics (8.04%), Zhongke Shuguang (7.92%), and Haowei Group (2.07%) [1] Group 2 - The top buying amounts from institutional special seats were led by WuXi AppTec (251 million yuan) and Minsheng Bank (108 million yuan) [2] - The top selling amounts from institutional special seats included Jintian Titanium Industry (18.74 million yuan) and Huilong New Materials (9.97 million yuan) [2]

Core Insights - The liquid cooling server industry is experiencing significant growth, driven by increased demand for high-density servers and efficient cooling solutions [1][2] - Major companies are actively investing in liquid cooling technologies, with substantial market opportunities projected in the coming years [2][3] Industry Developments - Xiechuang Data plans to invest up to 9 billion yuan to purchase servers from multiple suppliers, indicating accelerated infrastructure development in cloud computing [1] - The 5th International AIDC Liquid Cooling Supply Chain Summit will be held on December 18-19, focusing on technology exchange and market trends [1] Market Projections - UBS forecasts that the global direct liquid cooling market for data centers will grow from $1.138 billion in 2024 to $31.191 billion by 2030, with a compound annual growth rate of 51% [2] - The AI server liquid cooling market is expected to reach $23.746 billion, while the non-AI server liquid cooling market will grow to $7.446 billion [2] Company Highlights - Yingweike (002837) holds over 35% market share in liquid cooling technology and is a designated temperature control supplier for major clients like Tencent and Alibaba [2] - Shenling Environment (301018) is a core supplier for Huawei's data centers, with 63 liquid cooling patents and a PUE as low as 1.15 [2] - Highlan (300499) uniquely supplies both server and energy storage solutions, with a client base including ByteDance and Alibaba [3] Key Component Suppliers - Juhua (600160) is a leading domestic supplier of electronic-grade fluorinated liquids, aiming for a 15% global market share by 2025 [4] - Feirongda (300602) specializes in integrated cooling solutions and is a core supplier for Huawei servers [5] - Zhongshi Technology (300684) provides unique nano-carbon material cooling plates, with over 90% of its business in liquid cooling modules [5] System Integration Leaders - Inspur (000977) is a leading global liquid cooling server provider, with a projected market share of over 45% in 2024 [6] - Zhongke Shuguang (603019) collaborates on liquid cooling server development, introducing a high-density cooling solution for complex computing scenarios [6] - Unisplendour (000938) has a significant market presence with over 35% share in the operator market and expects liquid cooling orders to exceed 5 billion yuan in 2024 [6] Other Relevant Companies - Guangxun Technology (002281) is the only domestic company to achieve mass production of liquid cooling optical modules, holding a 15% global market share [7] - Changfei Optical Fiber (601869) applies optical fiber technology to liquid cooling, enhancing data transmission efficiency [8] - Ruijie Network (301165) offers a full range of liquid cooling products and has launched a new immersion liquid cooling switch [8]