Core Insights - The company is focusing on liquid cooling technology as a more efficient thermal management solution due to the increasing power density of AI chips and server architecture upgrades [3] - The company is actively promoting the introduction, product certification, and mass production supply of core materials and liquid cooling modules to create a new growth curve in performance [3] - The company plans to increase investment in product research and development, customer expansion, and capacity building based on market demand and order conditions [3] Product Line and Market Potential - The company's thermal management solution product line includes high thermal conductivity graphite products, thermal interface materials, heat pipes, heat spreaders, and thermal modules, which are applicable in various cutting-edge technology fields such as AI smartphones, AI PCs, AI glasses, and robotics [4] - The company emphasizes continuous monitoring of new technology developments and emerging application areas, actively participating in customized research and development of new projects and products to expand product applications [4] - With the increasing cooling demands of AI terminal devices, the company's comprehensive thermal management solutions are expected to capture a broader market space [4]

Core Viewpoint - The company is actively promoting the application of cooling solutions and core materials in computing power equipment, aiming to create a new growth curve [1] Group 1: Product Development and Market Application - The company's VC module products are accelerating their market application in high-speed optical modules [1] - Core components of the thermal module, TIM materials, and other products are being supplied in bulk to server manufacturers [1] - The company is actively advancing customer onboarding, product certification, and mass production supply of liquid cooling thermal modules [1]

Core Viewpoint - Company has established a leading position in the thermal management materials sector through over 20 years of focused investment and forward-looking layout in the industry [1] Group 1: Company Positioning - Company provides comprehensive solutions from materials to components to modules, including high thermal conductivity graphite products, thermal interface materials, heat pipes, heat spreaders, and thermal modules [1] - In the consumer electronics sector, the company maintains a leading position in synthetic graphite materials, with applications of graphite die-cut components expanding from smartphones to tablets and laptops [1] Group 2: Product Development and Market Expansion - Company is accelerating the research and mass production of various high-performance liquid-absorbing core materials, establishing core technological barriers [1] - Company has obtained supplier qualifications for thermal interface materials from major North American clients and has achieved production delivery [1] Group 3: Data Center Applications - The market application of the company's VC module products in high-speed optical modules is accelerating [1] - Core components of thermal modules, TIM materials, and other products are being supplied in bulk to server manufacturers, with active promotion of liquid cooling thermal module customer introduction, product certification, and mass production supply [1]

Market Overview - The electronic chemicals sector increased by 2.22% on September 17, with Zhongshi Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Performers - Zhongshi Technology (300684) closed at 44.61, up 14.09% with a trading volume of 532,700 shares and a transaction value of 2.343 billion [1] - Zhongjuxin (688549) closed at 9.49, up 12.31% with a trading volume of 1,381,400 shares and a transaction value of 1.346 billion [1] - Lair Technology (688683) closed at 38.29, up 5.95% with a trading volume of 25,900 shares [1] - Nanda Optoelectronics (300346) closed at 36.01, up 4.99% with a trading volume of 605,200 shares and a transaction value of 2.158 billion [1] Market Capital Flow - The electronic chemicals sector saw a net inflow of 294 million from institutional investors, while retail investors experienced a net outflow of 233 million [2][3] - Major stocks like Zhongjuxin and Nanda Optoelectronics attracted significant institutional investment, with net inflows of 225 million and 194 million respectively [3]

Market Overview - As of September 17, the Shanghai Composite Index closed at 3876.34 points, up by 14.48 points, with a gain of 0.37% [1] - The Shenzhen Component Index closed at 13215.46 points, increasing by 151.48 points, representing a rise of 1.16% [1] - The ChiNext Index closed at 3147.35 points, up by 60.31 points, reflecting a growth of 1.95% [1] High Turnover Stocks - The stock "Haoen Qidian" (301488) had a closing price of 218.03 yuan and a turnover rate of 46.21%, with a price increase of 14.22% [1] - "Aifenda" (301575) closed at 57.02 yuan, with a turnover rate of 43.04%, but saw a decline of 5.53% [1] - "Baili Technology" (603959) closed at 7.34 yuan, achieving a turnover rate of 41.08% and a price increase of 3.23% [1] Notable Stocks with High Turnover Rates - "Huasheng Tiancai" (600410) closed at 22.28 yuan, with a turnover rate of 39.69% and a price increase of 3.58% [1] - "Tianji Co., Ltd." (002759) closed at 17.83 yuan, with a turnover rate of 38.31%, but experienced a decline of 6.26% [1] - "Xinnin Logistics" (300013) closed at 4.63 yuan, with a turnover rate of 37.55%, reflecting a decrease of 2.53% [1] Additional High Turnover Stocks - "Online and Offline" (300959) closed at 82.00 yuan, with a turnover rate of 36.65% and a price increase of 18.98% [1] - "Suhua Weige" (300331) closed at 38.47 yuan, with a turnover rate of 34.02% and a price increase of 14.66% [1] - "Jincai Huilian" (002530) closed at 13.14 yuan, with a turnover rate of 34.01% and a price increase of 2.10% [1]

关于北京中石伟业科技股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐人名称：国泰海通证券股份有限公司 | 被保荐公司简称：中石科技 | | --- | --- | | 保荐代表人姓名：周丽涛 | 联系电话：021-38565656 | | 保荐代表人姓名：嵇坤 | 联系电话：021-38031849 | 一、保荐工作概述 | 项目 | 工作内容 | | --- | --- | | 1.公司信息披露审阅情况 | | | （1）是否及时审阅公司信息披露文件 | 是 | | （2）未及时审阅公司信息披露文件的次数 | 0次 | | 2.督导公司建立健全并有效执行规章制度的 | | | 情况 | | | （1）是否督导公司建立健全规章制度（包括 但不限于防止关联方占用公司资源的制度、 | | | | 是 | | 募集资金管理制度、内控制度、内部审计制度、 关联交易制度） | | | （2）公司是否有效执行相关规章制度 | 是 | | 3.募集资金监督情况 | | | （1）查询公司募集资金专户次数 | 6次 | | （2）公司募集资金项目进展是否与信息披露 | 是 | | 文件一致 | | | 4.公司治理 ...

证券日报网讯中石科技9月17日在互动平台回答投资者提问时表示，在导热界面材料领域，公司深耕行 业二十余年，是全球通信、消费电子行业主流导热界面材料供应商之一。液态金属材料是一种高性能导 热界面材料，具有导热系数高、流动性好、使用寿命长等优势，公司在该领域保有先进技术储备。 （文章来源：证券日报） ...

Group 1 - The automotive thermal management sector experienced significant gains on September 17, with notable increases in stock prices [1] - Zhongshi Technology saw a rise of 16.88%, while Kailong High-Tech increased by 15.54% [1] - New Coordinates rose by 10.0%, and other companies like Yinlun Co., Feirongda, and Sanhua Intelligent Control all saw increases exceeding 5% [1]

（文章来源：每日经济新闻） 每经AI快讯，9月17日，中石科技涨3.99%，报40.66元/股，股价再创新高，总市值突破121.78亿元，成 交额达5553.97万元。 ...

Core Viewpoint - The company is actively expanding its cooling solutions and core materials in the data center sector, aiming to establish new growth trajectories and attract new top-tier clients, including potential customers in North America [2] Group 1: Business Development - The company is focusing on the application of cooling solutions and core materials in computing equipment [2] - The market application of the company's VC module products in high-speed optical modules is accelerating [2] - The company is supplying core components and TIM materials in bulk to server manufacturers [2] Group 2: Product Innovation - The company is actively promoting the introduction of liquid cooling modules, product certification, and mass production supply [2] - Investors are encouraged to monitor the company's regular reports and announcements on the Shenzhen Stock Exchange for updates on client and product developments [2]