特定股东飞驰投资是公司首次公开发行股票上市前为骨干员工设立的员工持股平台，持有公司股份 11,958,386股，占公司目前总股本的2.0552%(以2025年7月29日公司总股本58,186.3431万股为基数，下 同)，公司控股股东、实际控制人马飞担任其执行董事。飞驰投资拟于公告披露之日起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%，本次减持主要是基于员工个人的资金需求。 公司董事、副总经理马军计划自公告披露之日起15个交易日之后的3个月内以集中竞价方式减持公司股 份合计不超过500,000股，占公司目前总股本的0.0859%。 | | | 直接持有公 | 占公司 | 拟减持直接 持有公司股 | 拟计划减持 数量占总股 | | --- | --- | --- | --- | --- | --- | | 股东名称 | 股东身份 | 司股份数量 | 总股本比例 | | | | | | (股) | (%) | 份数量 | 本的比例 | | | | | | (股) | (%) | | 飞 ...

每经AI快讯，飞荣达（SZ 300602，收盘价：23.95元）7月29日晚间发布公告称，公司控股股东、实际 控制人马飞先生及其配偶黄峥女士、兄弟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"）为一致行动人。上述人员将严格遵守相关法律、法规、规范性文件的规定以及监管要求实施减 持计划。 特定股东飞驰投资是公司首次公开发行股票上市前为骨干员工设立的员工持股平台，持有公司股份约 1196万股，占公司目前总股本的2.0552%（以2025年7月29日公司总股本约5.82亿股为基数，下同），公 司控股股东、实际控制人马飞先生担任其执行董事。飞驰投资拟于本公告披露之日起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约523万 股，占公司目前总股本的0.899%，本次减持主要是基于员工个人的资金需求。公司控股股东、实际控 制人马飞先生不参与上述减持计划。 2024年1至12月份，飞荣达的营业收入构成为：电子元器件制造业占比100.0%。 截至发稿，飞荣达市值为139亿元。 每经头条（nbdtoutiao）——直击首例基孔肯雅热报告社区 ...

此外，公司董事、副总经理马军先生计划自本公告披露之日起15个交易日之后的3个月内以集中竞价方 式减持本公司股份合计不超过50万股，占公司目前总股本的0.0859%。 飞荣达（300602）(300602.SZ)公告，公司特定股东飞驰投资(公司首次公开发行股票上市前为骨干员工 设立的员工持股平台)拟自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523.08万股，占公司目前总股本的0.8990%。 ...

格隆汇7月29日丨飞荣达(300602.SZ)公布，特定股东飞驰投资是公司首次公开发行股票上市前为骨干员 工设立的员工持股平台，持有公司股份11,958,386股，占公司目前总股本的2.0552%（以2025年7月29日 公司总股本58,186.3431万股为基数，下同），公司控股股东、实际控制人马飞先生担任其执行董事。飞 驰投资拟于本公告披露之日起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%，本次减持主要是基 于员工个人的资金需求。公司控股股东、实际控制人马飞先生不参与上述减持计划。 公司董事、副总经理马军先生计划自本公告披露之日起15个交易日之后的3个月内以集中竞价方式减持 本公司股份合计不超过500,000股，占公司目前总股本的0.0859%。 ...

此外，公司董事、副总经理马军先生计划自本公告披露之日起15个交易日之后的3个月内以集中竞价方 式减持本公司股份合计不超过50万股，占公司目前总股本的0.0859%。 智通财经APP讯，飞荣达(300602.SZ)公告，公司特定股东飞驰投资(公司首次公开发行股票上市前为骨 干员工设立的员工持股平台)拟自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523.08万股，占公司目前总股本的0.8990%。 ...

证券代码：300602 证券简称：飞荣达 公告编号：2025-054 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 的预披露公告 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。 特别提示： 1、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、实际控制人马飞先生及其配偶黄峥女士、兄弟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"）为一致行动人。上述人员将严格遵守相关法律、 法规、规范性文件的规定以及监管要求实施减持计划。 2、特定股东飞驰投资是公司首次公开发行股票上市前为骨干员工设立的员工 持股平台，持有公司股份 11,958,386 股，占公司目前总股本的 2.0552%（以 2025 年 7 月 29 日公司总股本 58,186.3431 万股为基数，下同），公司控股股东、实际控制人 马飞先生担任其执行董事。飞驰投资拟于本公告披露之日起 15 个交易日后的 3 个 月内（自 2025 年 ...

Core Viewpoint - The article emphasizes the transformative impact of AI and the new energy revolution on the manufacturing industry, highlighting the importance of firsthand experience in identifying investment opportunities in this rapidly evolving sector [1]. Group 1: Industry Insights - The article discusses the upcoming "Shenzhen New Energy + Intelligent Manufacturing Industry Chain Deep Dive" event, which aims to explore leading companies in the new energy and manufacturing sectors, including BYD, Yuhua Tian, and Feirongda [1]. - It highlights the significance of being at the forefront of the industry, where opportunities are abundant for those willing to explore and engage directly with transformative companies [1]. - The article mentions BYD as a major player, selling over 6 million electric vehicles annually and controlling the entire supply chain from lithium mining to chips and energy storage [1]. Group 2: Technological Advancements - The article describes advancements in AI and IoT within the urban services sector, particularly in the environmental protection industry, where AI-driven systems are optimizing the management of over 100,000 sanitation devices [2]. - It also touches on cutting-edge electronic cooling technologies, showcasing how a 0.3mm carbon-based material is essential for managing the heat generated by AI servers, with a significant role in the supply chain for electric vehicles [3]. Group 3: Expert Engagement - The event will feature industry experts and seasoned investors who will provide insights into industry trends and potential investment opportunities, fostering high-level discussions [4][5]. - A high-end closed-door dinner will be organized for deeper exchanges of ideas and insights among participants [5].

Core Insights - The computing power is the "cornerstone" of the artificial intelligence industry, with rapid advancements in generative AI technology leading to accelerated global infrastructure development and significant performance growth for industry chain companies [1] Group 1: Company Performance - Zhongji Xuchuang expects a net profit of 3.6 billion to 4.4 billion yuan for the first half of 2025, representing a year-on-year increase of 52.64% to 86.57% due to strong capital expenditure and increased sales of high-end optical modules [1] - Xinyi Technology anticipates a net profit of 3.7 billion to 4.2 billion yuan, with a year-on-year growth of 327.68% to 385.47% [2] - Foxconn Industrial Internet forecasts a net profit of 11.958 billion to 12.158 billion yuan, reflecting a year-on-year increase of 36.84% to 39.12%, driven by rapid growth in cloud computing and AI server revenues [2] - Ruijie Networks expects a net profit of 400 million to 510 million yuan, with a year-on-year growth of 160.11% to 231.64% [2] - Feirongda anticipates a net profit of 155 million to 170 million yuan, representing a year-on-year increase of 103.95% to 123.69% [2] Group 2: Market Outlook - The computing power market's sustainability is a key focus for investors, with companies like Zhongji Xuchuang and Xinyi Technology reporting strong demand for AI data centers and optical modules [3] - The chief economist of Samoyed Cloud Technology Group noted that AI servers, intelligent computing centers, optical modules, and liquid cooling technologies are the fastest-growing segments in the computing power industry [3] - A report from Zhongtai Securities indicates that both domestic and international companies are expected to continue investing heavily in AI training and inference, enhancing their competitive edge [3] - The Ministry of Industry and Information Technology's action plan aims for computing power to exceed 300 EFLOPS by 2025, with intelligent computing accounting for 35% [4] - Experts emphasize the importance of technological innovation, vertical integration, and global capacity in maintaining competitive advantages in the computing power sector [4]

Core Viewpoint - The company, Feirongda, anticipates a significant increase in net profit for the first half of 2025, driven by capacity release, market share growth, and effective cost management, with projected net profit ranging from 155 million to 170 million yuan, representing a year-on-year growth of 103.95% to 123.69% [3]. Group 1: Financial Performance - The expected net profit attributable to shareholders for the first half of 2025 is between 155 million and 170 million yuan, compared to 75.99 million yuan in the same period last year [3]. - The projected net profit after deducting non-recurring gains and losses is estimated to be between 125 million and 140 million yuan, up from 68.55 million yuan year-on-year, indicating a growth of 82.34% to 104.22% [3]. Group 2: Business Development - The company has strengthened its R&D capabilities and increased investment in research, leading to a richer product structure and expansion into emerging markets, which has significantly boosted revenue in the first half of 2025 [3]. - The recovery of the consumer electronics market and increased demand have provided broader market opportunities for electromagnetic shielding and thermal management, contributing to steady market share growth [4]. - The company is actively collaborating with key clients to develop new products that meet diverse thermal management and electromagnetic shielding needs, enhancing market share and profitability [4]. Group 3: Sector Performance - The communication sector has seen smooth business operations, with overall sales revenue and profitability increasing, particularly in AI server cooling-related businesses [4]. - The company's new energy vehicle business is gradually increasing sales revenue, although gross margins remain relatively low due to fluctuations in raw material prices and new project introductions [4]. - The company is working on improving gross margins in the new energy sector by adjusting product structure and enhancing production efficiency [4]. Group 4: Non-Recurring Gains - The impact of non-recurring gains and losses on net profit attributable to shareholders is expected to be approximately 30 million yuan, primarily from government subsidies and the consolidation of Jiangsu Zhongyu [5].

Core Insights - 26 companies listed on the ChiNext board have released their performance forecasts for the first half of the year, with 19 companies expecting profit increases, representing 73.08% of the total [1] - The overall proportion of companies reporting positive forecasts is 80.77%, with 2 companies expecting profits and 1 company forecasting losses [1] Performance Forecast Summary - Among the companies with positive forecasts, 7 are expected to see net profit growth exceeding 100%, while 4 companies anticipate growth between 50% and 100% [1] - Han Yu Pharmaceutical is projected to have the highest net profit growth, with a median increase of 1567.36% [1] - Other notable companies include Chuanjin Nuo and Longyuan Technology, with expected net profit growth of 167.27% and 137.44% respectively [1] Company Performance Highlights - The following companies are highlighted for their significant expected profit increases: - Han Yu Pharmaceutical (Code: 300199) - Expected net profit growth: 1567.36%, Latest closing price: 18.24, Year-to-date change: 41.51%, Industry: Pharmaceutical [1] - Chuanjin Nuo (Code: 300505) - Expected net profit growth: 167.27%, Latest closing price: 19.95, Year-to-date change: 40.94%, Industry: Basic Chemicals [1] - Longyuan Technology (Code: 300105) - Expected net profit growth: 137.44%, Latest closing price: 8.11, Year-to-date change: 7.79%, Industry: Environmental Protection [1] - Other companies with notable growth include Chenguang Biotech, Feirongda, Boteng Co., and Huizhong Co. [1]