浙江力诺公告，余建平及一致行动人诺德于2025年11月05日—2025年12月26日通过集中竞价方式合计减 持公司股份113.6万股，占总股本0.8233%；公司实际控制人陈晓宇、王秀国、戴美春、余建平及其一致 行动人（诺德、王育磊）合计持股比例由44.7716%降至43.9483%，权益变动触及1%整数倍，减持系已 披露计划实施。 ...

证券代码：300838 证券简称：浙江力诺 公告编号：2025-060 | 基本情况 1. | | | --- | --- | | 信息披露义务人 | 1 陈晓宇 | | 住所 | 浙江省瑞安市 | | 信息披露义务人 | 王秀国 2 | | 住所 | 浙江省瑞安市 | | 信息披露义务人 | 戴美春 3 | | 住所 | 浙江省瑞安市 | | 信息披露义务人 | 4 余建平 | | 住所 | 浙江省瑞安市 | | --- | --- | | 信息披露义务人 5 | 瑞安市诺德投资合伙企业（有限合伙） | | 通讯地址 | 浙江省温州市瑞安市汀田街道文华路和凤锦路交汇处科创园 4 号楼 3 楼 | | | 326 室 | | 信息披露义务人 6 | 王育磊 | | 住所 | 浙江省瑞安市 | | 权益变动时间 | 2025 年 11 月 05 日—2025 年 12 月 26 日 | | | 公司实际控制人余建平先生及一致行动人诺德因自身资金需求，拟 | | | 通过集中竞价交易方式、大宗交易方式分别减持公司股份不超过 100,000 | | | 股（占公司总股本的 0.0725%）和 2,979,000 股 ...

Market Overview - The Shanghai Composite Index closed at 3940.67 points, above the annual line, with a gain of 0.53% [1] - The total trading volume of A-shares reached 15,224.97 million yuan [1] Stocks Breaking Annual Line - A total of 145 A-shares have surpassed the annual line today, with notable stocks including: - Supcon Test (300887) with a deviation rate of 15.30% - New Jingang (300629) with a deviation rate of 10.60% - Yongyue Technology (603879) with a deviation rate of 9.68% [1] Deviation Rate Rankings - The top stocks with significant deviation rates from the annual line include: - Supcon Test: Today's price increased by 19.95% with a turnover rate of 15.61% [1] - New Jingang: Today's price increased by 20.02% with a turnover rate of 23.76% [1] - Yongyue Technology: Today's price increased by 10.09% with a turnover rate of 5.48% [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line include: - Zhenzhen Technology (003007) with a deviation rate of 8.41% and a price increase of 9.99% [1] - Jun Da Co., Ltd. (002865) with a deviation rate of 6.95% and a price increase of 10.01% [1] - Daye Co., Ltd. (603278) with a deviation rate of 6.60% and a price increase of 9.98% [1]

证券日报网讯12月5日，浙江力诺（300838）在互动平台回答投资者提问时表示，根据监管要求，公司 会在定期报告中披露对应时点的股东人数信息，敬请关注我司披露的定期报告，或请携带身份证件和证 券账户卡原件及证券公司出具的持股证明材料到公司证券部查询。 ...

Group 1 - The recent policy issued by six departments, including the Ministry of Industry and Information Technology, aims to enhance the adaptability of supply and demand in consumer goods, promoting industrial upgrades through consumption upgrades [1] - The policy emphasizes the transition of manufacturing from "producing more" to "producing better and more suitable," indicating a shift towards high-quality, intelligent, and green manufacturing [1][2] - The control valve industry is experiencing profound changes, with trends towards intelligence, high-end production, and green manufacturing driving companies to develop more environmentally friendly and energy-efficient products [2] Group 2 - Zhejiang Lino, a key player in the domestic control valve sector, leverages its technological accumulation and innovation to provide unique transformation paths for traditional manufacturing [1][2] - The company is aligning its technological advantages with policy directions to create comprehensive solutions that meet complex industry demands, enhancing precision, safety, and intelligence in operations [3] - The company has successfully passed the national-level "specialized, refined, and innovative" small giant enterprise review for 2025, highlighting its role in addressing critical issues in manufacturing and achieving domestic substitution [4] Group 3 - The company is actively expanding into high-end overseas markets and participating in industry events like the Abu Dhabi International Petroleum Exhibition (ADIPEC 2025), which fosters technological upgrades and service improvements [3] - The development of the "high-clean special three-eccentric butterfly valve" showcases the company's ability to break foreign technology monopolies and its potential applications in high-end industries such as aerospace and biopharmaceuticals [4] - As the manufacturing industry undergoes transformation, companies like Zhejiang Lino are expected to contribute unique value through their solid technological foundation and market insights, supporting the journey from a large manufacturing base to a strong one [4]

Group 1 - The core viewpoint of the news is that Zhejiang Lino has shown a mixed performance in its stock price and financial results, with a notable increase in stock price year-to-date but a decline in net profit [1][2] - As of November 27, Zhejiang Lino's stock price increased by 2.10% to 15.05 CNY per share, with a total market capitalization of 2.077 billion CNY [1] - The company has experienced a 20.30% increase in stock price year-to-date, but a slight decline of 0.33% over the last five trading days [1] Group 2 - Zhejiang Lino's main business revenue composition includes 50.30% from switch valves, 37.16% from control valves, 6.29% from process valves, 5.47% from accessories, and 0.78% from other sources [1] - The company reported a revenue of 723 million CNY for the period from January to September 2025, reflecting a year-on-year growth of 1.57%, while the net profit attributable to shareholders decreased by 56.23% to 10.4453 million CNY [1] - Since its A-share listing, Zhejiang Lino has distributed a total of 137 million CNY in dividends, with 89.0741 million CNY distributed over the past three years [2]

Core Insights - Zhejiang Lino Fluid Control Technology Co., Ltd. won the "Peter Drucker Management Award" at the 12th Jiangsu Entrepreneurs High-Level Forum, marking it as the first award recipient from Wenzhou since the award's establishment in 2019 [1][2] - The award aims to promote the advancement of management practices in Chinese enterprises, reflecting the high value of the award in the management community [1] - Chairman Chen Xiaoyu delivered a speech on the practical application of Drucker's management philosophy, showcasing how the company has implemented these theories to drive its development [1] Company Achievements - Zhejiang Lino has been recognized as a national high-tech enterprise and a participant in the National Torch Program, receiving multiple honors such as Zhejiang Province's famous brand product and model collective [2] - The company emphasizes continuous investment in management innovation and performance improvement, which has contributed to its success [2] Future Outlook - Zhejiang Lino plans to use this award as a new starting point to uphold a management philosophy that balances excellence in performance with a humanistic spirit [2] - The company aims to establish itself as a leading brand in the Chinese control valve sector and to progress towards becoming a well-known brand in the international fluid control industry [2]

Group 1 - The core viewpoint of the news is that Zhejiang Lino experienced a decline in stock price, dropping by 5.04% to 15.27 CNY per share, with a total market capitalization of 2.107 billion CNY [1] - Zhejiang Lino specializes in the research, production, and sales of industrial control valves, with its main business revenue composition being: switch valves 50.30%, regulating valves 37.16%, process valves 6.29%, accessories 5.47%, and others 0.78% [1] - The company is located in Ruian City, Wenzhou, Zhejiang Province, and was established on January 9, 2003, with its listing date on June 8, 2020 [1] Group 2 - From the perspective of the top circulating shareholders, CITIC Prudential Fund has a fund that entered the top ten circulating shareholders of Zhejiang Lino, holding 624,100 shares, which accounts for 0.61% of the circulating shares [2] - The CITIC Prudential Multi-Strategy Mixed Fund (LOF) A (165531) was established on June 16, 2017, and has a latest scale of 1.133 billion CNY, with a year-to-date return of 49.61% [2] - The fund manager, Wang Ying, has been in position for 8 years and 279 days, with the fund's total asset scale at 4.904 billion CNY [3]

Core Viewpoint - Zhejiang Lino's stock price has experienced fluctuations, with a current decline of 2.30% and a year-to-date increase of 25.58% [1][2]. Company Overview - Zhejiang Lino Fluid Control Technology Co., Ltd. was established on January 9, 2003, and went public on June 8, 2020. The company specializes in the research, production, and sales of industrial control valves [2]. - The company's revenue composition includes: 50.30% from switch valves, 37.16% from regulating valves, 6.29% from process valves, 5.47% from accessories, and 0.78% from other sources [2]. Financial Performance - For the period from January to September 2025, Zhejiang Lino achieved a revenue of 723 million yuan, representing a year-on-year growth of 1.57%. However, the net profit attributable to shareholders decreased by 56.23% to 10.45 million yuan [2]. - Cumulative cash dividends since the company's A-share listing amount to 137 million yuan, with 89.07 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders increased by 12.52% to 11,800, while the average circulating shares per person decreased by 11.13% to 8,613 shares [2]. - Among the top ten circulating shareholders, Dazheng Jingheng Mixed A holds 832,200 shares, remaining unchanged, while CITIC Prudential Multi-Strategy Mixed A is a new entrant with 624,100 shares [3].

Core Points - Zhejiang Lino successfully passed the GB/T42061-2022 certification for medical device quality management systems in October 2025, establishing a solid qualification foundation for expanding into high-end markets [1] - The third-party audit assessed the company's quality management system across the entire valve production lifecycle, ensuring compliance with health requirements and traceability from raw materials to testing [1] - The core of the GB/T42061 standard is to ensure product safety through system compliance, shifting the focus of quality management from mere product testing to continuous process compliance [1] Industry Impact - Relevant certification qualifications have become crucial entry barriers in market competition, enabling Zhejiang Lino to accelerate its business due to system compliance [2] - The certification positions the company as one of the few valve manufacturers in the region that meets both medical device quality management system and medical product standards, enhancing its core competitiveness in high-end markets such as food and pharmaceuticals [2]