证券代码：300731 证券简称：科创新源 公告编号：2025-072 深圳科创新源新材料股份有限公司 关于公司控股股东、实际控制人之一致行动人 （2）周东先生所持限售股份性质为高管锁定股； （3）表中合计数与各明细数直接相加之和如有差异，是由于测算基数不同导致。 部分股份解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳科创新源新材料股份有限公司（以下简称"公司"或"本公司"）于近 日收到公司控股股东、实际控制人之一致行动人深圳科创鑫华科技有限公司（以 下简称"科创鑫华"）的函告，获悉科创鑫华将其所持有的本公司部分股份办理 了解除质押业务，具体事项如下： 注：上述表格中公司总股本的计算依据为公司当前总股本 126,431,804 股。 二、股东股份累计质押的基本情况 截至本公告披露日，公司控股股东、实际控制人周东先生及其一致行动人科 创鑫华、舟山汇能企业管理咨询合伙企业（有限合伙）（以下简称"舟山汇能"） 所持股份质押情况如下： 股东 名称 是否为控股 股东或第一 大股东及其 一致行动人 本次解除质 押数量（股） 占其所持 股份比例 （%） ...

Market Overview - The rubber sector experienced a decline of 3.31% on November 21, with Li Tong Technology leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Notable gainers included Tongcheng New Materials, which rose by 2.81% to a closing price of 42.87, with a trading volume of 470,200 shares and a transaction value of 2.027 billion [1] - Li Tong Technology saw a significant drop of 13.94%, closing at 35.20, with a trading volume of 65,600 shares and a transaction value of 239 million [2] - Other stocks like Yuandong Co. and Kexin New Materials also faced declines of 11.41% and 9.95% respectively [2] Capital Flow Analysis - The rubber sector experienced a net outflow of 14.92 million from institutional investors, while retail investors saw a net outflow of 151 million [2] - Conversely, speculative funds recorded a net inflow of 166 million into the sector [2] Detailed Capital Flow for Selected Stocks - Kexin New Materials had a net inflow of 41.57 million from institutional investors, while retail investors faced a net outflow of 12.7 million [3] - Tongcheng New Materials saw a net inflow of 37.06 million from institutional investors, but speculative funds had a net outflow of 51.98 million [3] - Longxing Technology experienced a net inflow of 31.53 million from institutional investors, with a significant net outflow of 34.81 million from retail investors [3]

Group 1 - The core viewpoint of the news is that Shenzhen Kexin New Materials Co., Ltd. experienced a decline in stock price, with a drop of 5.44% to 44.65 CNY per share, resulting in a total market capitalization of 5.645 billion CNY [1] - The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [1] - The revenue composition of the company's main business includes: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [1] Group 2 - Dongwu Fund has a significant holding in Kexin New Materials, with the Dongwu Double Triangle Stock A fund holding 79,000 shares, accounting for 3.74% of the fund's net value, making it the fifth-largest holding [2] - The Dongwu Double Triangle Stock A fund has a total scale of 23.4891 million CNY and has achieved a return of 37.68% year-to-date, ranking 894 out of 4208 in its category [2] - The fund manager, Chen Weibin, has been in position for 263 days, with the fund's total asset scale at 93.409 million CNY, achieving a best return of 30.09% and a worst return of 29.64% during his tenure [3]

Group 1: Company Overview and Activities - Shenzhen Kexin New Materials Co., Ltd. (stock code: 300731) participated in the 2025 Annual Shenzhen Listed Companies Investor Online Reception Day on November 20, 2025 [1][2] - The event involved communication with a wide range of investors, addressing their concerns and questions [2] Group 2: Business Development and Strategies - The company is focusing on the data center cooling business through its wholly-owned subsidiary, Shenzhen Chuangyuan Zhihuo Technology Co., Ltd., with products including siphon-type special cooling modules and liquid cooling plates [3] - Plans to enhance its business layout in the polymer materials industry and expand applications in cooling products to cultivate new revenue and profit growth points [4] Group 3: Financial Performance - For the first three quarters of 2025, the company's net profit attributable to shareholders was CNY 2,703.33 million, a 153.29% increase compared to the same period last year [5] - The company's revenue for the same period was CNY 839 million, reflecting a 41.45% growth year-on-year, driven by the rapid development of the new energy and automotive sealing strip businesses [5][6] Group 4: Acquisition Plans - The company is in the process of acquiring Dongguan Zhaoke Electronic Materials Technology Co., Ltd., with ongoing strong cooperation intentions among all parties involved [4][6] - A supplementary agreement was signed on November 4, 2025, to extend the exclusivity period and adjust the acquisition structure [4][6] Group 5: Future Outlook and Risk Management - The company aims to continue focusing on the new energy automotive industry and artificial intelligence sector for thermal management solutions, leveraging its industry resource advantages [6] - Emphasis on risk management and compliance with legal regulations during the acquisition process and overall business operations [6]

证券之星消息，11月20日橡胶板块较上一交易日上涨0.28%，永东股份领涨。当日上证指数报收于 3931.05，下跌0.4%。深证成指报收于12980.82，下跌0.76%。橡胶板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002753 | 永东股份 | 8.23 | 10.03% | 11.99万 | | 9751.36万 | | 301300 | 远翔新材 | 51.25 | 5.95% | 8.67万 | | 4.38亿 | | 300731 | 科创新源 | 47.22 | 4.03% | 12.35万 | | 5.69亿 | | 300320 | 海达股份 | 10.32 | 2.69% | 14.45万 | | 1.48亿 | | 603650 | 彤程新材 | 41.70 | 1.91% | 38.85万 | | 16.45 Z | | 920694 | 中裕科技 | 20.31 | 0.84% | 1.52万 | | 3101.47万 | ...

Group 1 - The core point of the news is that Shenzhen Kexin New Materials Co., Ltd. experienced a stock decline of 5.01%, with a current share price of 45.70 yuan and a total market capitalization of 5.778 billion yuan [1] - The company specializes in the research, production, and sales of high-performance special rubber sealing materials, providing comprehensive solutions for waterproofing, insulation, fireproofing, and sealing [1] - The revenue composition of the company's main business includes: 56.03% from heat dissipation metal structural parts, 16.51% from automotive sealing strips, 13.65% from insulation and fireproof materials, 10.82% from waterproof sealing materials, and 2.98% from other products [1] Group 2 - Dongwu Fund has one fund heavily invested in Kexin New Materials, specifically the Dongwu Double Triangle Stock A (005209), which holds 79,000 shares, accounting for 3.74% of the fund's net value [2] - The fund has reported a floating loss of approximately 190,400 yuan as of the latest data [2] - The fund manager, Chen Weibin, has been in position for 261 days, with the fund's total asset size at 93.409 million yuan [3]

Market Overview - The rubber sector increased by 2.34% on November 17, with Kexin Innovation leading the gains [1] - The Shanghai Composite Index closed at 3972.03, down 0.46%, while the Shenzhen Component Index closed at 13202.0, down 0.11% [1] Key Performers in Rubber Sector - Kexin Innovation (300731) closed at 47.90, up 8.40%, with a trading volume of 175,500 shares and a transaction value of 828 million [1] - Litong Technology (920225) closed at 46.30, up 6.19%, with a trading volume of 94,200 shares [1] - Tiantie Technology (300587) closed at 8.02, up 5.53%, with a trading volume of 524,600 shares and a transaction value of 414 million [1] - Yuanchang New Materials (301300) closed at 47.10, up 5.11%, with a trading volume of 158,200 shares and a transaction value of 267 million [1] - Heimao Co. (002068) closed at 11.12, up 4.71%, with a trading volume of 608,700 shares and a transaction value of 682 million [1] Fund Flow Analysis - The rubber sector saw a net inflow of 142 million from institutional investors, while retail investors experienced a net inflow of 55.86 million [2] - Retail funds showed a net outflow of 198 million, indicating a mixed sentiment among different investor types [2] Individual Stock Fund Flow - Heimao Co. (002068) had a net inflow of 56.24 million from institutional investors, while retail investors had a net outflow of 5.97 million [3] - Kexin Innovation (300731) experienced a net inflow of 30.32 million from institutional investors, with retail investors showing a net outflow of 3.65 million [3] - Tiantie Technology (300587) had a net inflow of 29.78 million from institutional investors, while retail investors had a net outflow of 20.93 million [3]

Summary of Conference Call on Liquid Cooling Industry Industry Overview - The global liquid cooling market is expected to exceed previous forecasts, with significant growth anticipated by 2026 due to accelerated AI infrastructure investments by major companies like OpenAI and NVIDIA [1][3] - Chinese liquid cooling manufacturers are gaining a competitive edge in the global market, leveraging their extensive experience in energy storage and superior technology [1][4] Key Companies and Developments Inveke - Inveke has become a key partner for major internet companies and GPU manufacturers, with capabilities for end-to-end solutions [1][6] - The company has entered NVIDIA's collaboration list and is co-developing CPU products with Google, leading to expectations of performance exceeding forecasts [1][6] - The overseas revenue recognition timeline has been accelerated, with net profit margins projected to reach 20%-30% [1][6][8] Kangxin Yuan - Kangxin Yuan's acquisition of Dongguan Zhaoke enhances its performance flexibility and expands its participation in OEM projects, potentially integrating into the supply chains of major Taiwanese manufacturers [1][9][10] - The acquisition ratio has been increased to 51%-60%, indicating a strong partnership and a high probability of successful acquisition [1][9] - The company is expected to benefit from domestic clients like Huawei and ZTE, providing a positive outlook for growth in both domestic and international markets [1][10] Market Trends and Projections - The domestic supercomputing center market is projected to grow significantly, with the number expected to rise from 19 in 2025 to 40-50 in 2026, and further to 70 by 2027 [1][5] - The overall penetration rate of liquid cooling technology is anticipated to increase rapidly, driven by the transition from mixed solutions to full leaf solutions in domestic eight-card servers [1][5] Marginal Changes and Future Outlook - The industry is witnessing marginal changes, such as Inveke's accelerated overseas revenue recognition and Kangxin Yuan's enhanced performance flexibility through acquisitions, indicating strong growth potential for certain companies [2][11] - The focus will be on core companies and those with significant marginal changes to better capture investment opportunities in the evolving market landscape [7]

证券代码：300731 证券简称：科创新源 公告编号：2025-071 深圳科创新源新材料股份有限公司 关于公司控股股东、实际控制人及其一致行动人 部分股份质押与解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 深圳科创新源新材料股份有限公司（以下简称"公司"或"本公司"）于近 日收到公司控股股东、实际控制人周东先生及其一致行动人深圳科创鑫华科技有 限公司（以下简称"科创鑫华"）的函告，获悉周东先生将其所持有的本公司部 分股份办理了质押业务，科创鑫华将其所持有的本公司部分股份办理了解除质押 业务，具体事项如下： 注：（1）本次质押股份不涉及负担重大资产重组等业绩补偿义务； （2）本次周东先生质押股份中，存在高管锁定股； | | | | 本次质押 | 本次质押 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 及解除质 | 及解除质 | 持股份 | 总 ...

为进一步加强与投资者的互动交流，深圳科创新源新材料股份有限公司（以 下简称"公司"）将参加由深圳证监局和中证中小投资者服务中心指导、深圳上 市公司协会与深圳市全景网络有限公司联合举办的"2025 年度深圳辖区上市公 司投资者网上集体接待日"活动，现将相关事项公告如下： 证券代码：300731 证券简称：科创新源 公告编号：2025-070 深圳科创新源新材料股份有限公司 关于参加 2025 年度深圳辖区上市公司投资者 网上集体接待日活动的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 11 月 20 日（星期四）14:30-17:00。届时 公司董事长、总经理周东先生，董事、副总经理、董事会秘书梁媛女士，财务负 责人谢迪先生，独立董事常军锋先生将在线就公司业绩、公司治理、发展战略、 经营状况等投资者关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃 ...