Core Viewpoint - The company, 德固特, is experiencing positive market movements and is recognized as a "specialized, refined, distinctive, and innovative" enterprise, which enhances its competitiveness and stability in the industry [2][4]. Group 1: Company Performance - 德固特's stock increased by 1.38% on September 22, with a trading volume of 1.17 billion yuan and a market capitalization of 4.805 billion yuan [1]. - The company reported a revenue of 250 million yuan for the first half of 2025, a year-on-year decrease of 8.66%, and a net profit of 49.03 million yuan, down 28.23% year-on-year [10]. - The average trading cost of the stock is 32.52 yuan, with recent trading activity indicating a potential range between 29.80 and 35.38 yuan [8]. Group 2: Industry Position and Recognition - 德固特 has been included in the Ministry of Industry and Information Technology's list of "specialized, refined, distinctive, and innovative" small giant enterprises, which signifies its strong innovation capabilities and market share [2]. - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 59.28% of total revenue [4]. - 德固特's main business segments include energy-saving heat exchange equipment (76.84%), equipment maintenance and modification (8.40%), and other environmental protection equipment [10]. Group 3: Technological Advancements - The company has developed a high-temperature air preheater for gasification, which can increase production by 45% and reduce fuel consumption by 9.3% to 13.2% [4]. - 德固特 is involved in innovative applications that integrate 5G, cloud computing, AI, and big data, enhancing its service offerings in the computing network sector [3].

Overview - Drying equipment is essential in various industries such as lithium batteries, textiles, food, chemicals, agriculture, ceramics, and environmental protection [1][14] - The demand for drying equipment has been continuously growing, particularly in the lithium battery sector, with a projected demand of 5.421 million units and a market size of 34.3 billion yuan in 2024 [1][14] Market Policies - The Chinese government has issued several policies to support the development of the general equipment manufacturing industry, including drying equipment, creating a favorable policy environment [8] Industry Chain - The upstream of the drying equipment industry includes suppliers of raw materials and components such as steel, motors, and sensors, while the midstream involves research and production, and the downstream encompasses various application markets [10] Demand Structure - Lithium batteries represent the largest demand market for drying equipment, accounting for 23.54%, followed by textiles and food at 17.32% and 12.70% respectively [12] Competitive Landscape - The drying equipment industry in China is characterized by a high degree of market fragmentation, with over 40% of related companies having registered capital under 2 million yuan [14] - As demand for high-end products increases, companies with advanced technology and R&D capabilities are expected to gain competitive advantages [14] Company Analysis - Shenzhen Xinyuren Technology Co., Ltd. focuses on high-end equipment for lithium-ion batteries, with 53.67% of its revenue from drying equipment in the first half of 2025 [15] - Qingdao Degute Energy-saving Equipment Co., Ltd. specializes in energy-saving drying machines, achieving a revenue of 250 million yuan in the first half of 2025, with a gross profit margin of 39.14% [16] Development Trends - The drying equipment industry is expected to emphasize green energy and energy-saving technologies, with a focus on renewable energy sources and smart upgrades through IoT and AI [16]

证券代码：300950 证券简称：德固特 公告编号：2025-063 青岛德固特节能装备股份有限公司 一、会议召开和出席情况 （一）会议召开时间： 1、现场会议时间：2025 年 9 月 15 日（星期一）14：00 2、网络投票时间：2025 年 9 月 15 日 通过深圳证券交易所（以下简称"深交所"）交易系统进行网络投票的具体 时间为 2025 年 9 月 15 日的交易时间，即 9:15-9:25，9:30-11:30，13:00-15:00； 通过深交所互联网投票系统进行网络投票的具体时间为 2025 年 9 月 15 日 09:15-15:00。 关于 2025 年第二次临时股东大会决议的公告 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。 （二）股权登记日：2025 年 9 月 10 日（星期三） （三）现场会议召开地点：青岛胶州市滨州路 668 号公司会议室 （四）会议召开方式：现场投票与网络投票相结合的方式 （五）召集人：公司第五届董事会 （六）主持人：董事长魏振文先生 （七）会议召开的合法性、合规性：公司第五届董事会第十次会议审议通过 了关 ...

致：青岛德固特节能装备股份有限公司 北京市金杜（青岛）律师事务所（以下简称本所）接受青岛德固特节能装备 股份有限公司（以下简称公司）的委托，根据《中华人民共和国证券法》（以下 简称《证券法》）、《中华人民共和国公司法》（以下简称《公司法》）、中国 证券监督管理委员会《上市公司股东会规则》（以下简称《股东会规则》）等中 华人民共和国境内（以下简称中国境内，为本法律意见书之目的，不包括中国香 港特别行政区、中国澳门特别行政区和中国台湾省）现行有效的法律、行政法规、 规章和规范性文件和现行有效的公司章程有关规定，指派律师出席了公司于2025 年9月15日召开的2025年第二次临时股东大会（以下简称本次股东大会），并就 本次股东大会的相关事项出具本法律意见书。 为出具本法律意见书，本所律师审查了公司提供的以下文件，包括但不限于： 1. 经公司 2024 年第一次临时股东大会审议通过的《公司章程》； 北京市金杜（青岛）律师事务所 关于青岛德固特节能装备股份有限公司 2025 年第二次临时股东大会之法律意见书 2. 公司 2025 年 8 月 28 日披露于巨潮资讯网（http://www.cninfo.com.cn， ...

Core Viewpoint - The company, DeGute, is experiencing a decline in revenue and profit, while also benefiting from its recognition as a "specialized and innovative" enterprise and the depreciation of the RMB, which contributes to its overseas revenue. Company Overview - DeGute is located in Qingdao, Shandong Province, and was established on April 5, 2004, with its stock listed on March 3, 2021. The company specializes in the design, manufacturing, and sales of energy-saving and environmental protection equipment [9]. - The main business revenue composition includes: energy-saving heat exchange equipment (76.84%), equipment maintenance and modification (8.40%), powder and other environmental protection equipment (5.27%), equipment parts (4.44%), specialized custom equipment (4.27%), and others (0.78%) [10]. Financial Performance - For the first half of 2025, DeGute achieved operating revenue of 250 million yuan, a year-on-year decrease of 8.66%, and a net profit attributable to shareholders of 49.03 million yuan, down 28.23% year-on-year [10]. - As of September 10, 2023, the total market capitalization of DeGute is 5.096 billion yuan, with a trading volume of 315 million yuan and a turnover rate of 10.49% [1]. Market Position and Recognition - DeGute has been recognized as a "specialized and innovative" small giant enterprise, which is a prestigious title in China for companies that excel in niche markets, possess strong innovation capabilities, and have high market share [2]. - The company has a significant overseas revenue share of 59.28%, benefiting from the depreciation of the RMB [3]. Technological Innovations - DeGute has developed a high-temperature air preheater for gasification, which utilizes heat energy released during the cooling of high-temperature gas to significantly increase production and reduce fuel consumption, thereby achieving carbon emission reductions [4]. - The company has also produced containers for storing spent fuel rods from the Fukushima nuclear power plant [5]. Shareholder and Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders include a new institutional shareholder, Noan Flexible Allocation Mixed Fund, holding 976,700 shares [11].

证券代码：300950 证券简称：德固特 公告编号：2025-062 青岛德固特节能装备股份有限公司 关于发行股份及支付现金购买资产并募集配套资金事项 的进展公告 1、青岛德固特节能装备股份有限公司（以下简称"公司"）于 2025 年 7 月 14 日披露的《青岛德固特节能装备股份有限公司发行股份及支付现金购买资产 并募集配套资金暨关联交易预案》（以下简称"本次交易预案"）及其摘要中已对 本次交易涉及的有关风险因素及尚需履行的审批程序进行了详细说明，敬请广大 投资者认真阅读有关内容，并注意投资风险。 2、截至本公告披露之日，除本次交易预案披露的风险因素外，公司尚未发 现可能导致公司董事会或者交易对方撤销、中止本次交易方案或者对本次交易方 案发生实质性变更的相关事项，本次交易工作正在有序推进中。 3、根据《上市公司重大资产重组管理办法》《深圳证券交易所上市公司自 律监管指引第 8 号—重大资产重组》的有关规定，公司将根据本次交易进展情况 及时履行信息披露义务，在披露本次交易预案后但尚未发出审议本次交易相关事 项的股东大会通知前，每三十日发布一次本次交易的进展公告。 一、本次交易的基本情况 公司拟通过发行股份及支 ...

青岛德固特节能装备股份有限公司发布发行股份及支付现金购买资产并募集配套资金事项进展公告。公 司拟购浩鲸云计算科技股份有限公司100%股权，预计构成重大资产重组及关联交易，不构成重组上 市。公司股票6月30日起停牌，7月14日复牌。截至公告披露日，交易相关工作仍在推进，审计、评估等 未完成。本次交易尚需经董事会、股东大会审议，深交所审核及中国证监会注册，存在不确定性。公司 将依规每三十日发布进展公告，提醒投资者注意风险。 ...

证券日报网讯德固特（300950）9月11日在互动平台回答投资者提问时表示，截至2025年9月10日，公司 股东户数为17723户。 ...

Group 1: Financial Performance - The company achieved a revenue of approximately 250 million CNY and a net profit of about 49.03 million CNY for the first half of 2025, with an overall gross margin of 39.14% [1] - As of June 30, 2025, the company had an order backlog of 558 million CNY, with overseas project orders amounting to 230 million CNY, accounting for 41.22% of the total, representing a year-on-year growth of 8.35% [1] Group 2: Impact of Trade Disputes - The company reported no direct revenue from exports to the United States in the first half of 2025, indicating that the Sino-U.S. tariff and trade disputes have limited and manageable direct impacts on its operations [1] Group 3: Market Position and Competition - The company holds a leading position in the carbon black industry, with significant advantages in technology, market presence, and qualifications compared to competitors, maintaining a high market share both domestically and internationally [3] - The company exports products to over 30 countries, including the U.S., Canada, Germany, and Japan, and serves as a supplier for major multinational corporations [3] Group 4: Product Quality and Market Stability - The company has a strong competitive edge in the ultra-high temperature heat exchange sector due to its material, design, and process advantages, ensuring high product quality and customer loyalty [4] - The manufacturing barriers are high, and the company maintains a stable market share due to strict quality control and a comprehensive quality assurance system [4] Group 5: Acquisition Progress - The company disclosed the acquisition of Haowei Technology on July 14, 2025, and is actively progressing with the transaction while fulfilling information disclosure obligations as per the developments [6]

Market Performance - The specialized equipment sector increased by 3.34% on September 5, with Xinqi Microelectronics leading the gains [1] - The Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index closed at 12590.56, up 3.89% [1] Key Stocks in Specialized Equipment Sector - Xinqi Microelectronics (688630) closed at 138.57, up 13.85%, with a trading volume of 100,700 shares and a transaction value of 1.31 billion [1] - Zhongjian Technology (002779) closed at 111.95, up 10.00%, with a trading volume of 108,000 shares and a transaction value of 1.17 billion [1] - Tongli Risheng (605286) closed at 42.79, up 10.00%, with a trading volume of 54,800 shares and a transaction value of 229 million [1] - Tianyong Intelligent (603895) closed at 34.21, up 10.00%, with a trading volume of 70,400 shares and a transaction value of 234 million [1] - Other notable stocks include Yizhim (300415) up 9.37% and Degute (300950) up 9.18% [1] Capital Flow Analysis - The specialized equipment sector saw a net inflow of 1.026 billion in main funds, while retail funds experienced a net outflow of 227 million [2][3] - Major stocks like Zhongjian Technology and Yingweike had significant net inflows from main funds, indicating strong institutional interest [3]