证券之星消息，12月17日橡胶板块较上一交易日上涨0.46%，科创新源领涨。当日上证指数报收于 3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。橡胶板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日橡胶板块主力资金净流出1.88亿元，游资资金净流出3394.25万元，散户资金净 流入2.22亿元。橡胶板块个股资金流向见下表： ...

（编辑 任世碧） 证券日报网讯 12月9日晚间，科创新源发布公告称，公司于2025年12月8日召开第四届董事会第十二次 会议，审议通过了《关于控股子公司放弃参股公司股权转让优先购买权的议案》。瑞伟汽车部件（重 庆）有限公司（简称"瑞伟汽车"）系公司控股子公司苏州瑞泰克散热科技有限公司（简称"瑞泰克"）持 有30%股权的参股公司。公司于近日获悉，瑞伟汽车另一股东重庆平伟汽车系统有限公司（简称"重庆 平伟"）基于自身经营发展规划安排，拟将其持有的瑞伟汽车70%股权（对应出资额人民币2，940万 元）以人民币2，940万元的对价转让给重庆众智汽车零部件有限公司（简称"众智汽车"，前述事项简称 为"本次股权转让"）。根据有关规定，公司控股子公司瑞泰克对重庆平伟本次拟向众智汽车转让的瑞伟 汽车股权，享有在同等条件下的优先购买权。基于生产经营和业务发展规划，瑞泰克拟放弃本次股权转 让优先购买权，本次股权转让完成后，公司控股子公司瑞泰克仍持有瑞伟汽车30%股权。本事项无需提 交公司股东会审议。 ...

格隆汇12月9日丨科创新源(300731.SZ)公布，瑞伟汽车部件（重庆）有限公司（简称"瑞伟汽车"）系公 司控股子公司苏州瑞泰克散热科技有限公司（简称"瑞泰克"）持有30%股权的参股公司。公司于近日获 悉，瑞伟汽车另一股东重庆平伟汽车系统有限公司（简称"重庆平伟"）基于自身经营发展规划安排，拟 将其持有的瑞伟汽车70％股权（对应出资额人民币2,940万元）以人民币2,940万元的对价转让给重庆众 智汽车零部件有限公司（简称"众智汽车"，前述事项以下简称为"本次股权转让"）。 根据《公司法》等有关规定，公司控股子公司瑞泰克对重庆平伟本次拟向众智汽车转让的瑞伟汽车股 权，享有在同等条件下的优先购买权。基于生产经营和业务发展规划，瑞泰克拟放弃本次股权转让优先 购买权，本次股权转让完成后，公司控股子公司瑞泰克仍持有瑞伟汽车30%股权。 ...

Group 1 - The core viewpoint of the article highlights that 科创新源 (SZ 300731) held its fourth board meeting on December 8, 2025, to discuss a proposal for applying for a comprehensive credit facility from banks [1] - For the first half of 2025, the revenue composition of 科创新源 is as follows: 44.74% from the new energy sector, 16.51% from the automotive sector, 14.88% from the power sector, 11.97% from traditional home appliances, and 11.9% from the telecommunications sector [1] - As of the report date, the market capitalization of 科创新源 is 6.2 billion yuan [1]

证券代码：300731 证券简称：科创新源 公告编号：2025-075 本次申请银行综合授信额度事项以公司信用为担保，有效期为自本次董事会 审议通过之日起一年。公司最终获得审批的授信银行、授信额度等具体信息以公 司与相关银行签订的协议为准，在不超过授信额度的情况下，无需再次提请公司 董事会审批。 董事会同意上述授信事项，并授权董事长周东先生或其指定的授权代理人在 上述授信额度和授权期限内全权办理信贷所需事宜并签署相关合同等文件。 二、备查文件 1、《深圳科创新源新材料股份有限公司第四届董事会第十二次会议决议》； 2、深交所要求的其他备查文件。 深圳科创新源新材料股份有限公司 关于向银行申请综合授信额度的公告 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"）于 2025 年 12 月 8 日召开第四届董事会第十二次会议，审议通过了《关于向银行申请综合授信额度 的议案》。具体内容公告如下： 一、本次向银行申请综合授信额度的基本情况 为了满足公司生产经营和业务发展的需要，公司拟向中国工商银行股份有限 公司深圳市分行、 ...

证券代码：300731 证券简称：科创新源 公告编号：2025-074 深圳科创新源新材料股份有限公司 关于控股子公司放弃参股公司股权转让优先购买权的公告 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"）于 2025 年 12 月 8 日召开第四届董事会第十二次会议，审议通过了《关于控股子公司放弃参股公司 股权转让优先购买权的议案》，现将具体事项公告如下： 一、放弃权利事项概述 瑞伟汽车部件（重庆）有限公司（以下简称"瑞伟汽车"）系公司控股子公 司苏州瑞泰克散热科技有限公司（以下简称"瑞泰克"）持有 30%股权的参股公 司。公司于近日获悉，瑞伟汽车另一股东重庆平伟汽车系统有限公司（以下简称 "重庆平伟"）基于自身经营发展规划安排，拟将其持有的瑞伟汽车 70％股权 （对应出资额人民币 2,940 万元）以人民币 2,940 万元的对价转让给重庆众智汽 车零部件有限公司（以下简称"众智汽车"，前述事项以下简称为"本次股权转 让"）。 根据《公司法》等有关规定，公司控股子公司瑞泰克对重庆平伟本次拟向众 智汽车转让的瑞 ...

证券代码：300731 证券简称：科创新源 公告编号：2025-073 深圳科创新源新材料股份有限公司 第四届董事会第十二次会议决议公告 与会董事对本次会议需审议的议案进行了充分讨论并进行了表决： 1、审议通过《关于控股子公司放弃参股公司股权转让优先购买权的议案》 公司控股子公司苏州瑞泰克散热科技有限公司（以下简称"瑞泰克"）持有 瑞伟汽车部件（重庆）有限公司（以下简称"瑞伟汽车"）30%股权，瑞伟汽车 系瑞泰克参股公司。目前瑞伟汽车另一股东重庆平伟汽车系统有限公司（以下简 称"重庆平伟"）基于自身经营发展规划安排，拟将其持有的瑞伟汽车 70％股 权（对应出资额人民币 2,940 万元）以人民币 2,940 万元的对价转让给重庆众智 汽车零部件有限公司（以下简称"众智汽车"，前述事项以下简称为"本次股权 转让"）。 根据《公司法》等有关规定，公司控股子公司瑞泰克对重庆平伟本次拟向众 智汽车转让的瑞伟汽车股权，享有在同等条件下的优先购买权。基于生产经营和 业务发展规划，瑞泰克拟放弃本次股权转让优先购买权。本次股权转让完成后， 公司控股子公司瑞泰克仍持有瑞伟汽车 30%股权（以下简称"本次放弃股权转让 优先购买权 ...

Group 1 - The company, Kexin Xinyuan (300731), stated on December 8 that it will disclose the number of shareholders at specific points in time in its regular reports to ensure all investors receive information equally [1]

Market Overview - The rubber sector increased by 1.43% on December 8, with Kexin New Source leading the gains [1] - The Shanghai Composite Index closed at 3924.08, up 0.54%, while the Shenzhen Component Index closed at 13329.99, up 1.39% [1] Top Performers in Rubber Sector - Kexin New Source (300731) closed at 47.92, up 7.54% with a trading volume of 159,100 shares and a transaction value of 753 million [1] - Litong Technology (920225) closed at 33.78, up 3.68% with a trading volume of 39,800 shares and a transaction value of 132 million [1] - Kolong New Materials (920098) closed at 28.10, up 3.38% with a trading volume of 19,900 shares and a transaction value of 56.5 million [1] - Tongcheng New Materials (603650) closed at 44.09, up 3.16% with a trading volume of 253,500 shares and a transaction value of 1.109 billion [1] Underperformers in Rubber Sector - KQ Co., Ltd. (920665) closed at 14.13, down 2.55% with a trading volume of 77,200 shares and a transaction value of 111 million [2] - Sanlisi (002224) closed at 4.63, down 0.86% with a trading volume of 169,800 shares and a transaction value of 78.91 million [2] - Sanwei Co., Ltd. (603033) closed at 10.79, down 0.55% with a trading volume of 50,500 shares and a transaction value of 54.68 million [2] Capital Flow Analysis - The rubber sector saw a net inflow of 2.1947 million from institutional investors, while retail investors experienced a net outflow of 16.3481 million [2] - The main stocks with significant capital inflow included Tongcheng New Materials (603650) with a net inflow of 50.0557 million [3] - Haida Co., Ltd. (300320) had a net inflow of 18.1101 million, while Litong Technology (920225) saw a net inflow of 10.9565 million [3]

Group 1: Optical Modules - The optical module industry is experiencing the highest growth and performance realization among AI hardware this year, driven by high verification barriers for North American CSP tech giants and increasing demand due to the acceleration of supernode technology [2][4] - The average ratio of optical modules to GPUs is continuously increasing, with demand for 800G and 1.6T optical modules being revised upwards, indicating a strong upward resonance in demand [2][4] - By 2026, the demand for 1.6T optical modules is expected to exceed 30 million units, with an average price of $900-1000 per unit, while high-end EML optical chips are projected to face a 25-30% supply shortage [4][5] Group 2: Liquid Cooling - The liquid cooling industry has seen fluctuating trends this year, with initial enthusiasm dampened by low penetration rates, followed by a resurgence in August and significant breakthroughs in November [5][9] - The demand for liquid cooling in North America is expected to expand rapidly by 2026, with penetration rates in the NVIDIA ecosystem projected to rise from 20-30% to over 80-90% [7][9] - A leading domestic manufacturer is anticipated to capture a market share of 13-17% in North America by 2026, with Google expected to implement liquid cooling solutions for over 200,000 TPU V7 chips, creating a market space exceeding $24-28 billion [9][10] Group 3: AI PCB - The AI PCB industry is thriving, with companies like Shenghong, Huidian, and Shengyi achieving performance realization in North America, despite some quarterly fluctuations [10][12] - The supply side is seeing an increase in product value and manufacturing difficulty due to upgrades in customer chips and cabinet solutions, leading to a marginal differentiation in the supply landscape [10][12] - By 2026, the introduction of orthogonal backplanes is expected to significantly increase unit value, with M9 material processing anticipated to break through, although mass production is expected to ramp up in 2027 [12][13] Group 4: Server Power Supply - The server power supply market has shown similar trends to liquid cooling, with initial excitement followed by a divergence in performance among manufacturers [13][14] - The supply side is dominated by Taiwanese manufacturers, with a high concentration of market share, while domestic manufacturers are expected to make significant breakthroughs in North America by 2026 [14][15] - The adoption of HVDC technology is projected to replace traditional UPS solutions, with an expected market scale exceeding $20-30 billion by 2026 [15]