中石科技今年以来股价涨56.82%，近5个交易日涨4.79%，近20日涨1.82%，近60日涨51.35%。 资料显示，北京中石伟业科技股份有限公司位于北京市经济技术开发区东环中路3号，成立日期1997年4 月10日，上市日期2017年12月27日，公司主营业务涉及导热材料、EMI屏蔽材料、电源滤波器的研发、 设计、生产、销售与技术服务。主营业务收入构成为：导热材料95.13%，其他2.62%，EMI屏蔽材料 2.25%。 中石科技所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：无人机、汽车热管 理、中盘、养老金概念、智能座舱等。 资金流向方面，主力资金净流出1828.90万元，特大单买入1457.86万元，占比4.83%，卖出1825.83万 元，占比6.04%；大单买入6669.69万元，占比22.08%，卖出8130.62万元，占比26.91%。 9月10日，中石科技盘中下跌2.04%，截至10:38，报34.16元/股，成交3.02亿元，换手率4.28%，总市值 102.31亿元。 截至6月30日，中石科技股东户数3.26万，较上期减少6.33%；人均流通股6230股，较上期增加6 ...

9月8日，中石科技涨5.03%，截至发稿，报35.30元/股，成交2.21亿元，换手率3.13%，总市值105.73亿 元。 资料显示，北京中石伟业科技股份有限公司位于北京市经济技术开发区东环中路3号，成立日期1997年4 月10日，上市日期2017年12月27日，公司主营业务涉及导热材料、EMI屏蔽材料、电源滤波器的研发、 设计、生产、销售与技术服务。主营业务收入构成为：导热材料95.13%，其他2.62%，EMI屏蔽材料 2.25%。 从中石科技十大流通股东角度 数据显示，广发基金旗下1只基金位居中石科技十大流通股东。广发多元新兴股票（003745）二季度新 进十大流通股东，持有股数111.05万股，占流通股的比例为0.55%。根据测算，今日浮盈赚取约187.67 万元。 广发多元新兴股票（003745）成立日期2017年4月24日，最新规模18.32亿。今年以来收益34.43%，同类 排名923/4222；近一年收益64.08%，同类排名1163/3795；成立以来收益98.91%。 广发多元新兴股票（003745）基金经理为刘格菘、周智硕。 截至发稿，刘格菘累计任职时间12年20天，现任基金资产总规模 ...

证券代码：300684 证券简称：中石科技 北京中石伟业科技股份有限公司 投资者关系活动记录表 面对新一轮以人工智能为代表的科技发展浪潮，公司积极拥抱 行业发展变化，加大研发创新力度，把握 AI 终端、AI 数据中心、智 能汽车、智能医疗设备等新兴领域的新产品和新技术变革趋势，着 力锻造为全球领先客户提供高附加值产品及服务的能力，开辟公司 更多增长曲线。 二、问答环节 （一）2025 年半年度业绩增长原因？ 答：消费电子行业市场需求回暖，公司新项目和新产品放量， 主要大客户终端产品散热材料需求用量增加、公司产品份额提升； AI 赋能下新兴消费电子、数字基建（数据中心、通信基站等）等行 业新产品快速迭代，新的散热方案需求增加，公司高效散热模组、 核心散热零部件、高性能导热材料等营收同比增长较快。同时，公 司加大高附加值产品供应，供货产品结构得到优化，持续推进精益 生产、工艺改善和资产优化等降本增效措施，使得盈利能力稳步提 升。 编号：2025-09-05 投资者关系活动 类别 □特定对象调研 □媒体采访 □新闻发布会 □现场参观 □分析师会议 □业绩说明会 ☑ 路演活动 □其他（电话会议） 形式 ☑ 现场 □网 ...

Investment Rating - The report indicates a positive outlook for the thermal management materials industry, driven by strong downstream market demand and technological advancements [3][21]. Core Insights - The thermal management materials industry is experiencing sustained growth due to increasing demand from downstream sectors such as consumer electronics, automotive electronics, and data centers. The global thermal management market is projected to grow at a compound annual growth rate (CAGR) of 8.5%, increasing from $17.3 billion in 2023 to $26.1 billion by 2028 [3][21]. - The penetration rates of heat pipes and vapor chambers are continuously rising, with local procurement becoming a significant trend as domestic companies mature technologically [3][21]. Summary by Sections 1. Industry Demand and Growth - The global demand for thermal management materials is on the rise, with a forecasted market size growth from $17.3 billion in 2023 to $26.1 billion by 2028, reflecting a CAGR of 8.5% [3][21]. - The shift towards high-performance, miniaturized, and integrated electronic products is intensifying the need for effective thermal management solutions [3][21]. 2. Market Segmentation - Heat pipes and vapor chambers are becoming mainstream solutions in high-end smartphones, with market sizes expected to reach $3.776 billion and $1.197 billion respectively by 2025, with CAGRs of 6.17% and 14.20% [15][18]. - The thermal interface materials market is projected to grow from $5.2 billion in 2019 to $7.6 billion by 2026, with a CAGR of 5.57% [16][19]. 3. Local Procurement Trends - Local procurement is becoming a dominant trend in the thermal management materials industry, driven by supply chain security concerns among domestic electronic brands [35][36]. - Domestic companies like Suzhou Tianmai and Zhongshi Technology are expected to benefit from this trend as they enhance their technological capabilities [35][36]. 4. Key Beneficiaries - Suzhou Tianmai is highlighted as a key player in the industry, having established itself early in the ultra-thin heat pipe and vapor chamber market, achieving significant production scale and client certifications [4][35].

Core Insights - The company reported a revenue of 748 million yuan for the first half of 2025, representing a year-on-year growth of 16.12% [1] - The net profit attributable to shareholders reached 121 million yuan, with a significant year-on-year increase of 93.74% [1] - The company achieved a non-recurring net profit of 111 million yuan, marking a substantial growth of 148.28% year-on-year [1] Business Performance - The company is experiencing a steady increase in profitability due to the ramp-up of new products and projects, driven by a recovery in market demand within the consumer electronics sector [1] - The gross margin for the first half of 2025 was 31.31%, an increase of 2.13 percentage points year-on-year, while the net margin was 16.24%, up by 6.61 percentage points year-on-year [1] Market Position and Strategy - The company has established a leading position in the artificial graphite materials sector and is expanding its market share in die-cut components, with applications extending from smartphones to tablets and laptops [2] - The company is actively involved in the AI industry, providing solutions for AI terminal devices and infrastructure, and has achieved full coverage of major clients in the 3C industry [2] - In the digital infrastructure sector, the company is supplying core components and materials to major telecommunications manufacturers, with accelerated market applications for its VC module products [2] Future Outlook - The company is expected to see continued growth in net profit, with projections of 266 million yuan, 320 million yuan, and 373 million yuan for the years 2025, 2026, and 2027 respectively [3] - The current stock price corresponds to a price-to-earnings ratio of 41, 34, and 30 for the years 2025, 2026, and 2027, respectively, indicating a favorable investment outlook [3] - The company is well-positioned to benefit from the increasing demand for thermal management solutions driven by the growth of generative AI terminal devices [3]

中石科技公告，截至2025年8月31日，公司通过回购专用证券账户以集中竞价交易方式回购公司股份 46.15万股，占公司目前总股本的0.15%，最高成交价为21.93元/股，最低成交价为21.15元/股，成交总金 额为996.4万元（不含交易费用）。本次回购符合公司回购股份方案及相关法律法规的要求。截至2025 年8月31日，公司股票回购专用证券账户持有公司股份98.15万股，占公司总股本的0.33%。 ...

北京中石伟业科技股份有限公司（以下简称"公司"或"中石科技"）于 2025 年 4 月 14 日召开了第五届董事会第二次会议以及第五届监事会第二次会议，审 议并通过了《关于回购公司股份方案的议案》，同意公司使用自有资金以集中竞 价交易的方式回购公司部分股份，用于实施股权激励或员工持股计划。本次回购 股份的资金总额不低于人民币 1,500 万元（含），且不超过人民币 3,000 万元（含）， 回购股份的价格不超过 30.00 元/股；回购期限自公司董事会审议通过本次回购股 份方案之日起 12 个月内。具体内容详见公司分别于 2025 年 4 月 14 日、2025 年 4 月 15 日在巨潮资讯网（www.cninfo.com.cn）披露的《关于回购公司股份方案 的公告》（公告编号：2025-009）和《回购报告书》（编号：2025-010）。 因实施 2024 年年度权益分派，公司本次回购股份价格上限由不超过人民币 30.00 元/股（含）调整为不超过人民币 29.35 元/股（含）。具体内容详见公司于 2025 年 5 月 21 日在巨潮资讯网（www.cninfo.com）披露的《关于 2024 年年度权 ...

Group 1 - The company achieved revenue of 750 million yuan in H1 2025, a year-on-year increase of 16.1%, and a net profit attributable to shareholders of 121 million yuan, up 93.7% [1] - In Q2 2025, the company reported revenue of 399 million yuan, a 15.9% increase year-on-year, and a net profit of 60 million yuan, reflecting an 82.8% growth [1] - The gross margin and net margin for H1 2025 were 31.3% and 16.2%, respectively, representing increases of 2.1 percentage points and 6.6 percentage points year-on-year, indicating stable improvement in profitability [1] Group 2 - The company has made significant progress in cost reduction and efficiency enhancement, with sales and management expense ratios of 2.12% and 6.12% in Q2 2025, down 2.43 percentage points and 1.53 percentage points year-on-year [2] - R&D investment totaled 36 million yuan in H1 2025, with independent teams established in various technology fields such as synthetic graphite and thermal interface materials [2] - The company is expanding its overseas production capacity and aims to develop replicable industry solutions for various high-growth sectors, including digital infrastructure and clean energy [2] Group 3 - The company is positioned to benefit from the growth in the cooling solutions market driven by AI technology, with projected net profits of 290 million, 380 million, and 500 million yuan for 2025, 2026, and 2027, respectively [3] - The current market valuation corresponds to price-to-earnings ratios of 37, 28, and 21 for the years 2025 to 2027 [3]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600330 | 天通股份 | 10.10 | 0.50% | 180.45万 | 18.26亿 | | 688389 | 三乎新科 | 72.44 | 0.37% | 3.96万 | 2.86亿 | | 688683 | 莱尔科技 | 31.92 | -0.22% | 1.45万 | 4566.66万 | | 002584 | 西陇科学 | 8.68 | -0.80% | 18.61万 | 1.63亿 | | 603002 | 宏昌电子 | 8.18 | -0.85% | 58.95万 | 4.88亿 | | 002741 | 光华科技 | 21.43 | -1.06% | 48.65万 | 10.58亿 | | 002643 | 万润股份 | 13.15 | -2.01% | 22.17万 | 2.91亿 | | 300481 | 濮阳惠成 | 14.53 | -2.02% | 7.67万 | 1.12亿 | | 688550 | 瑞联新材 | ...

Core Viewpoint - Zhongshi Technology (300684) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit, indicating improved profitability and operational efficiency [1][3]. Financial Performance - The total revenue for the first half of 2025 reached 748 million yuan, a year-on-year increase of 16.12% [1]. - The net profit attributable to shareholders was 121 million yuan, up 93.74% compared to the previous year [1]. - In Q2 2025, revenue was 399 million yuan, reflecting a 15.87% increase year-on-year, while net profit for the quarter was 59.74 million yuan, up 82.76% [1]. - The gross margin improved to 31.31%, an increase of 7.3% year-on-year, and the net margin rose to 16.24%, up 68.63% [1]. Cost Management - Total selling, administrative, and financial expenses amounted to 66.59 million yuan, accounting for 8.9% of revenue, a decrease of 27.92% year-on-year [1]. - The company reported a significant increase in operating cash flow per share, which reached 0.41 yuan, up 192.75% year-on-year [1]. Investment Metrics - The return on invested capital (ROIC) for the previous year was 10.01%, with a median ROIC since listing of 14.76% [3]. - The net profit margin for the previous year was 12.8%, indicating a high added value for the company's products or services [3]. Market Position and Fund Holdings - Several funds have recently increased their holdings in Zhongshi Technology, with the largest being Huashang Dual-Drive Optimal Mixed Fund, holding 208,900 shares [4]. - The company has attracted attention from institutional investors, indicating a positive outlook on its market position and growth potential [5].