Group 1 - The core point of the article is that Tongfei Co., Ltd. (300990.SZ) has announced a plan for shareholders to transfer shares prior to the company's initial public offering [1] - The shareholders involved in the transfer are Zhang Guoshan, Zhang Haolei, and Li Li [1] - The total number of shares to be transferred is 5.0924 million shares, which represents 3.00% of the company's total share capital [1]

同飞股份（300990）(300990.SZ)发布股东询价转让计划书，拟参与公司首发前股东询价转让的股东为 张国山、张浩雷、李丽。出让方拟转让股份的总数为509.24万股，占公司总股本的比例为3.00%。 ...

Core Viewpoint - The shareholders of Tongfei Co., Ltd. plan to transfer 5.0924 million shares, representing 3.00% of the company's total share capital, due to personal funding needs of the shareholders [1] Shareholder Details - Shareholder Zhang Guoshan holds 55.89 million shares, accounting for 32.93% of the total share capital [1] - Shareholder Zhang Haolei holds 50.301 million shares, accounting for 29.63% of the total share capital [1] - Shareholder Li Li holds 10.692 million shares, accounting for 6.30% of the total share capital [1] Transfer Methodology - The share transfer will not be conducted through centralized bidding or block trading [1] - The shares acquired through the transfer cannot be sold by the acquirer within six months after the acquisition [1]

证券代码：300990 证券简称：同飞股份 公告编号：2025-060 股东询价转让计划书 股东张国山、张浩雷、李丽保证向三河同飞制冷股份有限公司提供的信息内 容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完 整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1、拟参与三河同飞制冷股份有限公司（以下简称"同飞股份"、"公司"） 首发前股东询价转让的股东为张国山、张浩雷、李丽（以下合称"出让方"）； 2、出让方拟转让股份的总数为5,092,400股，占公司总股本的比例为3.00%； 三河同飞制冷股份有限公司 3、本次询价转让不通过集中竞价交易或大宗交易方式进行，不属于通过二 级市场减持。受让方通过询价转让受让的股份，在受让后6个月内不得转让； 4、本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、拟参与转让的股东情况 （一）出让方的名称、持股数量、持股比例 出让方委托中信证券股份有限公司（以下简称"中信证券"）组织实施同飞 股份首发前股东询价转让（以下简称"本次询价转让"）。截至2025年9月30日， 出让方 ...

中信证券股份有限公司 关于三河同飞制冷股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 1 中信证券股份有限公司（以下简称"中信证券"）受三河同飞制冷股份有限 公司（以下简称"同飞股份"）股东张国山、张浩雷、李丽（以下合称"出让方"） 委托，组织实施本次同飞股份首发前股东向特定机构投资者询价转让（以下简称 "本次询价转让"）。 根据《上市公司股东减持股份管理暂行办法》《深圳证券交易所创业板股票 上市规则（2025 年修订）》《深圳证券交易所上市公司自律监管指引第 18 号— —股东及董事、高级管理人员减持股份（2025 年修订）》《深圳证券交易所上市 公司自律监管指引第 16 号——创业板上市公司股东询价和配售方式转让股份 （2025 年修订）》（以下简称"《询价转让和配售指引》"）等相关规定，中信 证券对参与本次询价转让股东的相关资格进行核查，并出具本核查意见。 一、本次询价转让的委托 中信证券收到出让方关于本次询价转让的委托，委托中信证券组织实施本次 询价转让。 （2）张国山未违反关于股份减持的各项规定或者关于持股期限的承诺。 ...

Group 1 - The stock of Tongfei Co., Ltd. increased by 5.05% on September 25, reaching a price of 85.52 CNY per share, with a trading volume of 300 million CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 14.517 billion CNY [1] - Tongfei Co., Ltd. specializes in the research, production, and sales of industrial temperature control equipment, with its main business revenue composition being: liquid constant temperature equipment 70.43%, electrical box constant temperature devices 14.48%, pure water cooling units 8.60%, special heat exchangers 3.43%, and others 3.06% [1] Group 2 - Nord Fund has a significant holding in Tongfei Co., Ltd., with the Nord Quantitative Core A fund (006267) holding 25,700 shares, accounting for 1.05% of the fund's net value, ranking as the tenth largest holding [2] - The Nord Quantitative Core A fund has achieved a year-to-date return of 31.64%, ranking 2981 out of 8173 in its category, and a one-year return of 70.67%, ranking 1550 out of 8003 [2] - The fund manager, Wang Hengnan, has been in position for 6 years and 310 days, with the fund's total asset size currently at 220 million CNY, and the best return during his tenure being 54.3% [2]

Group 1 - The core viewpoint of the article highlights the widespread application of industrial robots in various industrial scenarios such as welding, cutting, stamping, spraying, loading and unloading, and palletizing, which significantly enhances production efficiency, safety, and intelligence levels [2] - The company’s temperature control products are designed to cool the control systems, drive systems, and supporting components like welding power supplies and laser generators of industrial robots, providing an optimal working environment [2]

Core Viewpoint - Tongfei Co., Ltd. has shown significant growth in revenue and net profit, indicating strong business performance and investor interest in the company [2][3]. Financing Summary - On September 17, Tongfei Co., Ltd. experienced a stock price increase of 1.38% with a trading volume of 516 million yuan. The financing buy-in amount was 41.09 million yuan, while the financing repayment was 61.67 million yuan, resulting in a net financing outflow of 20.58 million yuan. The total financing and securities balance reached 141 million yuan [1]. - The current financing balance of 141 million yuan accounts for 0.96% of the circulating market value, which is above the 80th percentile of the past year, indicating a high level of financing activity [1]. - In terms of securities lending, there were no shares sold or repaid on September 17, with a remaining balance of 100 shares valued at 8,597 yuan, which is above the 70th percentile of the past year [1]. Business Performance - As of June 30, the number of shareholders for Tongfei Co., Ltd. increased to 12,600, a rise of 27.29%, while the average circulating shares per person decreased by 21.09% to 6,153 shares [2]. - For the first half of 2025, the company reported a revenue of 1.264 billion yuan, representing a year-on-year growth of 58.04%. The net profit attributable to shareholders was 125 million yuan, showing a remarkable increase of 466.71% compared to the previous year [2]. Dividend and Shareholding Structure - Since its A-share listing, Tongfei Co., Ltd. has distributed a total of 337 million yuan in dividends, with 244 million yuan distributed over the past three years [3]. - As of June 30, 2025, new institutional shareholders have entered the top ten circulating shareholders, including Hong Kong Central Clearing Limited and several mutual funds, indicating growing institutional interest in the company [3].

Core Viewpoint - The liquid cooling sector is gaining traction due to the increasing demand for cooling solutions in AI and high-performance computing, with significant growth expected in the market over the next few years [6][7][9]. Group 1: Market Trends - The global AI liquid cooling market is projected to reach $8.6 billion by 2026, indicating rapid market growth [7]. - In China, the liquid cooling market for intelligent computing centers is expected to reach 18.4 billion yuan in 2024, a 66.1% increase from 2023, and could grow to approximately 130 billion yuan by 2029 [7]. Group 2: Company Performance - Silver Wheel Co. (银轮股份) has the highest institutional ratings at 29, with a stock price increase of over 114% this year. The company is expected to see net profit growth of 35.29% in 2025 and 26.16% in 2026 [9]. - Other companies like Inspur Information (浪潮信息) and Invech (英维克) are also projected to have net profit growth rates exceeding 20% in the coming years [9]. Group 3: Technological Developments - NVIDIA is pushing suppliers to develop microchannel liquid cooling plates (MLCP) to address the rising heat from AI GPU chips, with prices 3 to 5 times higher than traditional cooling solutions [6]. - Liquid cooling is becoming the mainstream solution due to its efficiency and ability to handle the increasing power density of chips, as traditional air cooling methods are no longer sufficient [6][7]. Group 4: Company Initiatives - New Zobang (新宙邦) is actively participating in setting standards for liquid cooling and has developed mature products for various data center applications [8]. - High Lan Co. (高澜股份) offers a range of liquid cooling solutions and aims to maintain a Power Usage Effectiveness (PUE) of below 1.1 [8].

Group 1 - The core point of the article is that Tongfei Co., Ltd. (300990.SZ) has completed a share reduction plan, where Zhonghe Ying reduced its holdings by 764,400 shares, accounting for 0.4503% of the company's total share capital [1] Group 2 - The share reduction took place from September 12, 2025, to September 15, 2025, through centralized bidding [1] - As of the date of the announcement, the share reduction plan has been fully implemented [1]