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。 ...

9月25日，同飞股份涨5.05%，截至发稿，报85.52元/股，成交3.00亿元，换手率4.63%，总市值145.17亿 元。 资料显示，三河同飞制冷股份有限公司位于河北三河经济开发区崇义路30号，成立日期2001年1月11 日，上市日期2021年5月12日，公司主营业务涉及工业温控设备的研发、生产和销售。主营业务收入构 成为：液体恒温设备70.43%，电气箱恒温装置14.48%，纯水冷却单元8.60%，特种换热器3.43%，其他 3.06%。 从基金十大重仓股角度 数据显示，诺德基金旗下1只基金重仓同飞股份。诺德量化核心A（006267）二季度持有股数2.57万股， 占基金净值比例为1.05%，位居第十大重仓股。根据测算，今日浮盈赚取约10.56万元。 诺德量化核心A（006267）成立日期2018年11月22日，最新规模8861.57万。今年以来收益31.64%，同 类排名2981/8173；近一年收益70.67%，同类排名1550/8003；成立以来收益44.45%。 诺德量化核心A（006267）基金经理为王恒楠。 截至发稿，王恒楠累计任职时间6年310天，现任基金资产总规模2.2亿元，任职期间最佳基 ...

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]

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 to September 15, 2025, through centralized bidding [1] - As of the date of the announcement, the share reduction plan has been fully implemented [1]

Group 1 - The core point of the article is that the controlling shareholder and actual controllers of Tongfei Co., Ltd. have reduced their shareholding due to the implementation of an equity incentive plan, resulting in a decrease in their total shareholding from 75.00% to 73.99% [1] - The reduction in shareholding involved a total of 764,400 shares being sold through centralized bidding, which represents 0.45% of the company's total share capital [1] - The changes in shareholding will not have a significant impact on the company's governance structure, equity structure, or future operations, nor will it lead to a change in control of the company [1]

证券代码：300990 证券简称：同飞股份 公告编号：2025-059 公司股东三河众和盈企业管理中心（有限合伙）保证向本公司提供的信息内 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。 三河同飞制冷股份有限公司（以下简称"公司"）于 2025 年 8 月 21 日披露 了《关于股东股份减持计划的预披露公告》（公告编号：2025-054），公司股东 三河众和盈企业管理中心（有限合伙）（以下简称"众和盈"，众和盈系公司控 股股东、实际控制人之一致行动人）拟自减持计划公告披露之日起 15 个交易日 后 3 个月内通过集中竞价减持公司股份不超过 764,400 股（占公司总股本比例 0.4503%）。 公司于近日收到众和盈出具的《股份减持计划实施完毕的告知函》，众和盈 于 2025 年 9 月 12 日至 2025 年 9 月 15 日通过集中竞价方式共减持公司股份 764,400 股，占公司总股本的 0.4503%。截至本公告披露日，众和盈本次减持计 划已实施完毕。 2024 年 11 月至 2025 年 6 月期间，公司因实施第一期限 ...

Group 1: Financial Performance - The company's revenue for the first half of 2025 was 1.12 billion, representing a growth of 58.04% compared to the previous year [2] - The net profit attributable to shareholders for the same period was 1.25 billion, showing a significant increase of 466.71% year-on-year [2] - The gross margin for the first half of 2025 was 23.65%, and the net margin was 9.88%, both of which have increased compared to the same period last year [3] Group 2: Revenue Breakdown - Revenue from power electronic temperature control products reached 819 million in the first half of 2025, a year-on-year increase of 77.48% [3] - Revenue from CNC equipment temperature control products was 389 million, reflecting a growth of 24.54% year-on-year [3] Group 3: Market Strategy and Product Development - The company is focusing on expanding its market share and improving cost control and expense management, which has contributed to the significant profit growth [2] - In the data center liquid cooling sector, the company has developed a full range of solutions, including cold plate liquid cooling and immersion liquid cooling systems [4][5] - The company has established core technologies and patents in industrial temperature control equipment, enhancing its competitive edge in the market [4] Group 4: Customer Engagement and Market Expansion - The company is actively pursuing market development in the data center sector, although specific customer collaborations are kept confidential [5] - The company has a strong presence in the semiconductor manufacturing process, providing temperature control solutions that meet stringent requirements [5]