Core Viewpoint - The stock of Feirongda has shown significant growth this year, with an 80.85% increase, despite a recent slight decline in the last five trading days [1][2]. Group 1: Stock Performance - On September 25, Feirongda's stock price rose by 2.03%, reaching 34.69 CNY per share, with a trading volume of 347 million CNY and a turnover rate of 2.57% [1]. - The company has a total market capitalization of 20.185 billion CNY [1]. - Year-to-date, the stock has increased by 80.85%, with a 2.80% decline over the last five trading days, a 5.28% increase over the last 20 days, and a 64.02% increase over the last 60 days [1]. Group 2: Financial Performance - For the first half of 2025, Feirongda reported a revenue of 2.883 billion CNY, representing a year-on-year growth of 32.92%, and a net profit attributable to shareholders of 166 million CNY, which is a remarkable increase of 193.70% [2]. - Since its A-share listing, the company has distributed a total of 143 million CNY in dividends, with 41.116 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of September 10, the number of shareholders for Feirongda was 44,400, a decrease of 8.43% from the previous period, while the average number of circulating shares per person increased by 9.21% to 8,896 shares [2]. - As of June 30, 2025, Hong Kong Central Clearing Limited was the fourth-largest circulating shareholder, holding 11.7208 million shares, an increase of 8.8499 million shares from the previous period [3].

中国经济网北京9月24日讯 飞荣达(300602.SZ)昨日晚间发布公告称，近日，公司董事会分别收到特定股 东宁波飞驰荣达股权投资有限公司（以下简称"飞驰投资"），公司董事、副总经理马军出具的《关于减 持计划实施完毕的告知函》。 本次减持后，飞驰投资持有飞荣达6,727,586股，占飞荣达总股本比例1.1562%；马军持有飞荣达 13,881,693股，占飞荣达总股本比例2.3857%。 飞荣达控股股东、实际控制人马飞及其配偶黄峥、兄弟马军与飞驰投资为一致行动人。 （责任编辑：马欣） 飞驰投资于2025年8月20日至2025年9月22日期间通过集中竞价交易方式减持飞荣达股份5,230,800股，减 持数量占飞荣达总股本的比例为0.8990%，减持均价为33.39元/股；马军于2025年8月20日至2025年9月 23日期间通过集中竞价交易方式减持飞荣达股份499,938股，减持数量占飞荣达总股本的比例为 0.0859%，减持均价为34.63元/股。飞驰投资、马军于2025年8月20日至2025年9月23日期间合计减持飞 荣达股份5,730,738股。 经计算，飞驰投资于2025年8月20日至2025年9月22 ...

每经AI快讯，飞荣达9月23日晚间发布公告称，公司股东飞驰投资、马军减持计划实施完毕，共减持公 司股份约573万股，减持股份占公司总股份为0.9849%。 每经头条（nbdtoutiao）——报价太低遭严防，投标企业还得"解释清楚"，一场国家组织的大型采购， 为何引发全行业关注 （记者 曾健辉） ...

证券代码：300602 证券简称：飞荣达 公告编号：2025-066 深圳市飞荣达科技股份有限公司 关于特定股东及部分董事、高级管理人员股份减持计划 实施完毕的公告 股东宁波飞驰荣达股权投资有限公司，董事、副总经理马军保证信息披露内 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7月29日披露了 《关于特定股东及部分董事、高级管理人员股份减持计划的预披露公告》（公告编号： 2025-054），特定股东宁波飞驰荣达股权投资有限公司（以下简称"飞驰投资"）计 划自该公告披露之日起15个交易日后的3个月内（自2025年8月20日至2025年11月19 日）以集中竞价或大宗交易方式减持公司股份不超过5,230,848股，占公司目前总股 本的0.8990%（以公司总股本58,186.3431万股为基数，下同）；公司董事、副总经理 马军先生计划自该公告披露之日起15个交易日之后的3个月内（自2025年8月20日至 2025年11月19日）以集中竞价交易方式减持公司股份合计不超过50 ...

Core Viewpoint - The company has confirmed its qualification as a supplier for NVIDIA, although specific details cannot be disclosed due to a confidentiality agreement with clients [1] Group 1: Company Products and Services - The company develops a wide range of cooling products for servers and terminal devices, including thermal materials, various cooling modules, fans, 3D VC coolers, special coolers, single-phase liquid cooling plates, and two-phase liquid cooling plates [1] - The company serves a diverse clientele in the data center and server sectors, including notable clients such as H Company, ZTE, Cisco, Inspur, Datang Mobile, and Lenovo, among others [1] Group 2: Technological Advancements - The company has demonstrated significant technological advantages in the field of liquid cooling and has made notable progress in business development [1] - The company is committed to continuously monitoring developments in relevant technological fields to enhance its competitive advantages [1]

投资者提问： 查询到公司拥有微通道液冷板技术专利，请问是否属实？有无相关产品供应客户？ 董秘回答(飞荣达SZ300602)： 尊敬的投资者您好，感谢您对公司的关注。公司在微通道液冷板技术方面有一定技术储备。飞荣达作为 国内热管理解决方案的领先企业，热管理产品种类非常广泛，且持续开发适应市场需求的新技术与新产 品，满足不同客户的不同产品、不同使用环境场合及不同使用等级等方面的需求。截至2025年6月30 日，公司已获得专利共计843项，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。谢谢。查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

Core Viewpoint - The article emphasizes the growing importance of thermal management solutions in the electronics industry, driven by advancements in high-end smartphones, AI computing demands, and the increasing power density of electric vehicle control systems. The thermal materials industry is rapidly evolving, showcasing a vibrant ecosystem of domestic companies and innovative technologies [2]. Group 1: Listed Companies - Feirongda (300602) is a leading expert in electromagnetic shielding and thermal management solutions, providing a complete product chain including thermal conductive materials, graphite films, and liquid cooling plates. The company serves major clients like Huawei and BYD in the communication and new energy sectors [3][5]. - Siquan New Materials (301489) focuses on thermal management materials, offering a comprehensive range of products such as graphite heat dissipation films and modules. The company has notable clients including Xiaomi and Google [18][20]. - Suzhou Tianmai (301626) is recognized for its comprehensive thermal management solutions, with products like thermal interface materials and heat pipes, serving major clients in the telecommunications and new energy vehicle sectors [22][23]. - Zhongshi Technology (300684) specializes in high-performance synthetic graphite thermal solutions, becoming a core supplier for top global consumer electronics brands like Apple. The company reported a revenue of 1.566 billion in 2024, with a 24.51% year-on-year increase [26][28]. - Lingyi Zhi Zao (002600) provides intelligent manufacturing services, with thermal management business revenue reaching 4.107 billion in 2024, reflecting a 9.20% increase from the previous year [30][34]. - AAC Technologies (02018) reported a significant growth of 40.1% in its thermal business, achieving a revenue of 326 million in 2024, and holds over 50% market share in the domestic flagship smartphone thermal market [35]. - Shuo Beid (300322) offers thermal products and reported a revenue of 1.86 billion in 2024, with a 12.37% increase from the previous year [36]. Group 2: Financial Performance - Feirongda's 2024 revenue reached 5.03 billion, with a net profit of 173 million, reflecting a 15.76% year-on-year growth [17]. - Siquan New Materials achieved a revenue of 656 million in 2024, marking a 51.10% increase compared to the previous year [21]. - Suzhou Tianmai reported a revenue of 943 million in 2024, with a slight increase of 1.62% year-on-year [25]. - Zhongshi Technology's revenue for 2024 was 1.566 billion, showing a 24.51% increase from 2023 [29]. - Lingyi Zhi Zao's total revenue for 2024 was 442 billion, with a 29.56% increase from the previous year [34]. - AAC Technologies' thermal business revenue reached 326 million in 2024, reflecting a 40.1% growth [35]. - Shuo Beid's revenue for 2024 was 1.857 billion, with a 12.37% increase from the previous year [36].

Group 1 - The AI PC concept index rose by 1.05%, ranking fifth among concept sectors, with 23 stocks increasing in value, including Kosen Technology and Guanghe Technology hitting the daily limit up [1] - Notable gainers in the AI PC sector included Feirongda, Wentai Technology, and Changying Precision, which rose by 10.19%, 9.60%, and 9.04% respectively [1] - The sector experienced a net outflow of 1.631 billion yuan in capital, with 24 stocks seeing net inflows, and 10 stocks receiving over 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks in the AI PC sector were Shenzhou Digital, with a net inflow of 393 million yuan, followed by Wentai Technology and Changying Precision with net inflows of 361 million yuan and 332 million yuan respectively [2][3] - The highest net inflow ratios were recorded by Taijia Co., Anfu Technology, and Shenzhou Digital, with net inflow ratios of 16.07%, 12.98%, and 9.75% respectively [3] - The overall market performance showed a mixed trend, with various sectors experiencing both gains and losses, highlighting the volatility in the market [2][5]

Core Insights - The consumer electronics sector saw a 2.5% increase on September 18, with Longyang Electronics leading the gains [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Consumer Electronics Sector Performance - Longyang Electronics (301389) closed at 72.85, up 10.26% with a trading volume of 281,000 shares and a transaction value of 266.61 million [1] - Feirongda (300602) closed at 35.69, up 10.19% with a trading volume of 952,700 shares and a transaction value of 3.337 billion [1] - Heertai (002402) closed at 43.95, up 10.01% with a trading volume of 1,343,000 shares and a transaction value of 581.9 million [1] - Kosen Technology (603626) closed at 17.70, up 10.01% with a trading volume of 1,372,700 shares and a transaction value of 2.409 billion [1] - Changying Precision (300115) closed at 34.50, up 9.04% with a trading volume of 3,139,100 shares and a transaction value of 10.414 billion [1] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 417 million from institutional investors and 1.663 billion from retail investors, while retail investors saw a net inflow of 2.08 billion [2][3] - Heertai (002402) had a net inflow of 978 million from institutional investors, while it faced a net outflow of 720 million from speculative funds [3] - Industrial Fulian (601138) had a net inflow of 812 million from institutional investors, with a net outflow of 623 million from speculative funds [3]

Group 1 - The stock prices of companies such as 信安世纪 (Xinan Century) increased by over 14%, 星环科技 (Star Ring Technology) by over 13%, and 飞荣达 (Feirongda) by over 11% [1] - Other companies including 意华股份 (Yihua Co.), 烽火通信 (Fenghuo Communication), and 海量数据 (Mass Data) also saw their stocks hit the daily limit [1]