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上游碳酸锂涨价延续至下游,产业进展频频,锂电产业链景气度持续攀升!电池ETF(159755)、储能电池ETF广发(159305)冲击3连涨!
Xin Lang Cai Jing· 2025-12-23 05:27
Group 1 - The lithium battery industry chain has seen a continuous increase in demand since December, driven by the energy storage sector, leading to price hikes across multiple segments [1] - Prices for lithium hexafluorophosphate, VC additive (ethylene carbonate), and FEC (fluoroethylene carbonate) are on the rise due to an expanding supply-demand gap [1] - Several lithium iron phosphate companies have announced price increases, with Suzhou Dejia Energy Technology Co., Ltd. planning a 15% price hike for its battery products starting December 16 [1] Group 2 - EVE Energy is planning to build a nearly 30GWh cylindrical battery factory near BMW's plant in Hungary, expected to be operational by 2026 [2] - The new generation BMW iX3, equipped with EVE Energy's cylindrical battery, achieved a real-world range of 1007.7 km, surpassing the official WLTP range of 805 km [2] - The lithium iron phosphate market is projected to see significant demand growth, with production expected to rise from 3.9 million tons in 2025 to 5.8 million tons by 2026 [2] Group 3 - As of December 22, 2025, the battery ETF has seen a significant growth of 1.05 billion yuan in scale over the past week [3] - The battery ETF has also experienced a substantial increase in shares, with a growth of 19.46 billion shares over the past three months [3] - The storage battery ETF has surged over 2%, with constituent stocks like Tongfei Co. and Penghui Energy showing notable gains [3] Group 4 - The battery ETF (159755) closely tracks the National Index for New Energy Vehicle Batteries, focusing on the electric vehicle battery industry chain [4] - The storage battery ETF (Guangfa, 159305) tracks the National Index for New Energy Batteries, emphasizing the storage battery sector and selecting 50 stocks with high market capitalization and liquidity [4]
光刻机概念短线拉升,美埃科技触及“20cm”涨停
Xin Lang Cai Jing· 2025-12-23 05:08
Group 1 - The core viewpoint of the article highlights a short-term surge in the photolithography machine concept stocks, indicating a positive market sentiment towards this sector [1] Group 2 - Mei Ai Technology reached a "20cm" limit up, showcasing significant investor interest and confidence in its stock performance [1] - Ke Ma Technology saw an increase of over 15%, reflecting strong market demand and potential growth in the photolithography sector [1] - Tong Fei Co., Ltd. experienced a rise of over 14%, further indicating a bullish trend among companies involved in photolithography technology [1] - Other stocks such as Hengkun New Materials, Dongcai Technology, Aisen Co., Shanghai Xinyang, and Maolai Optics also followed the upward trend, suggesting a broader market rally in this industry [1]
同飞股份股价创新高,融资客抢先加仓
两融数据显示,该股最新(12月22日)两融余额为2.14亿元,其中,融资余额为2.13亿元,近10日增加 2452.20万元,环比增长12.98%。 公司发布的三季报数据显示,前三季度公司共实现营业收入20.81亿元,同比增长51.50%,实现净利润 1.80亿元,同比增长158.11%,基本每股收益为1.0600元,加权平均净资产收益率9.29%。(数据宝) (文章来源:证券时报网) 同飞股份股价创出历史新高,截至9:52,该股上涨16.65%,股价报90.40元,成交量531.22万股,成交金 额4.62亿元,换手率6.89%,该股最新A股总市值达154.20亿元,该股A股流通市值69.72亿元。 证券时报·数据宝统计显示,同飞股份所属的机械设备行业,目前整体跌幅为0.04%,行业内,目前股价 上涨的有183只,涨幅居前的有同飞股份、安达智能、同惠电子等,涨幅分别为16.65%、13.73%、 13.02%。股价下跌的有396只,跌幅居前的有大鹏工业、国机重装、冰山冷热等,跌幅分别为7.05%、 6.57%、6.39%。 ...
同飞股份(300990) - 北京市环球律师事务所关于三河同飞制冷股份有限公司2025年第三次临时股东会之法律意见书
2025-12-22 10:10
北京市环球律师事务所 关于 三河同飞制冷股份有限公司 2025 年第三次临时股东会 之 北京市环球律师事务所 关于 法律意见书 三河同飞制冷股份有限公司 2025 年第三次临时股东会 之 法律意见书 GLO2025BJ(法)字第 12210 号 本所律师仅对本次股东会的召集、召开程序、出席会议人员的资格、召集人 资格、会议表决程序及表决结果的合法性发表法律意见,不对本次股东会审议事 项或议案的内容及前述事项或内容所表述的事实或数据的真实性及准确性发表意 见。 本所及经办律师依据《证券法》《律师事务所从事证券法律业务管理办法》和 《律师事务所证券法律业务执业规则(试行)》等规定及本法律意见书出具日以前 已经发生或者存在的事实,严格履行了法定职责,遵循了勤勉尽责和诚实信用原 1 致:三河同飞制冷股份有限公司 北京市环球律师事务所(以下简称"本所")接受三河同飞制冷股份有限公司 (以下简称"公司")的委托,根据《中华人民共和国公司法》(以下简称"《公司 法》")、《中华人民共和国证券法》(以下简称"《证券法》")、中国证券监督管理委 员会发布的《上市公司股东会规则》等法律、法规、部门规章及《三河同飞制冷 股份有限公 ...
同飞股份(300990) - 2025年第三次临时股东会决议公告
2025-12-22 10:10
证券代码:300990 证券简称:同飞股份 公告编号:2025-076 三河同飞制冷股份有限公司 2025 年第三次临时股东会决议公告 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、误导性陈述或者重大遗漏。 特别提示: 1、本次股东会不存在否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况 1、股东会召开时间: (1)现场会议召开时间:2025 年 12 月 22 日下午 14:30。 (2)网络投票时间:通过深圳证券交易所交易系统进行网络投票的具体时 间为:2025 年 12 月 22 日上午 9:15-9:25,9:30-11:30,下午 13:00-15:00;通过深 圳证券交易所互联网投票系统进行网络投票的具体时间为:2025 年 12 月 22 日 上午 9:15 至下午 15:00。 2、会议地点:河北三河经济开发区崇义路 30 号,办公楼四层会议室。 二、会议出席情况 1、参加本次股东会现场会议和网络投票表决的股东及股东授权代表共计 306 人,代表有表决权的公司股份数合计为 132,363,699 股,占公司有表决权股 份总数的 7 ...
同飞股份股价跌5.01%,鹏华基金旗下1只基金重仓,持有4500股浮亏损失1.84万元
Xin Lang Cai Jing· 2025-12-18 06:15
Group 1 - The stock of Tongfei Co., Ltd. dropped by 5.01% on December 18, trading at 77.28 yuan per share, with a transaction volume of 415 million yuan and a turnover rate of 6.78%, resulting in a total market capitalization of 13.182 billion yuan [1] - Tongfei Co., Ltd. is located in the Hebei Sanhe Economic Development Zone and was established on January 11, 2001. The company went public on May 12, 2021, and its main business involves the research, production, and sales of industrial temperature control equipment [1] - The revenue composition of Tongfei Co., Ltd. includes liquid constant temperature equipment at 70.43%, electrical box temperature control devices at 14.48%, pure water cooling units at 8.60%, special heat exchangers at 3.43%, and others at 3.06% [1] Group 2 - According to data from the top ten heavy stocks of funds, Penghua Fund holds a significant position in Tongfei Co., Ltd. with one fund, Penghua Jinxing Mixed A (008119), holding 4,500 shares, accounting for 0.58% of the fund's net value, making it the second-largest heavy stock [2] - The latest scale of Penghua Jinxing Mixed A (008119) is 61.5012 million yuan, with a year-to-date return of 3.57%, ranking 6,990 out of 8,100 in its category, and a one-year return of 3.79%, ranking 6,908 out of 8,065 [2] - Since its inception, Penghua Jinxing Mixed A (008119) has achieved a return of 35.56% [2]
同飞股份:在数据中心领域 公司推出了冷板式液冷和浸没液冷全套解决方案
Mei Ri Jing Ji Xin Wen· 2025-12-17 13:58
每经AI快讯,12月17日,同飞股份在互动平台表示,在数据中心领域,公司推出了冷板式液冷和浸没 液冷全套解决方案,产品包括液冷分配装置(CDU)、冷液分配管(Manifold)、预制化管路、室外干 冷器、集成冷站以及浸没液冷箱体(TANK)的全系列产品。同时公司也配备了Mini风墙、冷冻水风冷 背板产品等风冷产品,以满足不同数据中心的冷却需求。 (文章来源:每日经济新闻) ...
同飞股份:在数据中心领域,公司推出了冷板式液冷和浸没液冷全套解决方案
Zheng Quan Ri Bao· 2025-12-17 13:14
证券日报网讯 12月17日,同飞股份在互动平台回答投资者提问时表示,在数据中心领域,公司推出了 冷板式液冷和浸没液冷全套解决方案,产品包括液冷分配装置(CDU)、冷液分配管(Manifold)、预 制化管路、室外干冷器、集成冷站以及浸没液冷箱体(TANK)的全系列产品。同时公司也配备了Mini 风墙、冷冻水风冷背板产品等风冷产品,以满足不同数据中心的冷却需求。 (文章来源:证券日报) ...
58起交易!一文看懂中国医疗器械BD的秋季节奏
思宇MedTech· 2025-12-15 08:59
Core Insights - The article highlights the acceleration of business development (BD) activities in the medical device sector from September to November 2025, with a total of 58 transactions identified across various subfields, including cardiovascular, nuclear medicine, and AI-enabled devices [2][3][4]. Group 1: Mergers and Acquisitions - Mergers and acquisitions have become a prominent form of BD, with companies leveraging capital control and product integration for rapid market positioning [7][8]. - Notable acquisitions include HeartLink's $680 million all-stock acquisition of Micro-Invasive Cardiology, enhancing its structural heart disease and rhythm management capabilities [7]. - Hua'an Zhonghui's acquisition of Bangni Medical marks its entry into the absorbable suture market, indicating a shift in surgical instrument competition towards material innovation [7]. Group 2: Strategic Collaborations - Strategic partnerships have been formed during the China International Import Expo, with companies like Shanghai Pharmaceuticals collaborating with international giants such as Boston Scientific and Medtronic to enhance their supply chain and academic promotion systems [7][8]. - The collaboration between GuoYao Medical and BDI Medical aims to deepen market penetration in the biomedicine and medical device sectors, focusing on compliance and distribution channel construction [13]. Group 3: Cross-Border Cooperation - Cross-border transactions have become more active, with foreign companies establishing local R&D and production systems in China, while domestic firms are exporting their solutions globally [9][10]. - The partnership between Trasis SA and Beijing Pait Biotechnology to establish a joint venture reflects a trend towards localized production and phased integration in the Chinese market [12]. Group 4: Ecosystem Building and Channel Expansion - The integration of supply chains and ecosystem building is a key theme, with companies focusing on collaborative agreements to enhance their market presence [11][15]. - The collaboration between Baxter and Neusoft Medical aims to create a comprehensive surgical solution by integrating their respective technologies [12]. Group 5: AI and Smart Healthcare - AI and data-driven approaches are becoming central to BD collaborations, with companies increasingly focusing on smart healthcare solutions [16][17]. - The partnership between Kefu Medical and Tencent Cloud to develop AI-powered hearing aids exemplifies the trend of integrating technology into healthcare products [21]. Group 6: Research and Diagnostic Synergy - The frequency of research-oriented collaborations is rising, indicating a shift from manufacturing-driven to research-driven industry dynamics [18][19]. - The collaboration between BGI and Infinera to enhance clinical applications of sequencing technology highlights the growing importance of research in driving innovation in the medical device sector [21].
同飞股份(300990) - 关于完成天津分公司工商注册登记的公告
2025-12-15 08:00
证券代码:300990 证券简称:同飞股份 公告编号:2025-075 三河同飞制冷股份有限公司 关于完成天津分公司工商注册登记的公告 2、统一社会信用代码:91120113MAK1X4F278 3、分公司类型:股份有限公司分公司(上市) 4、分公司负责人:陈振国 5、成立日期:2025 年 12 月 05 日 6、经营场所:天津市北辰区天津北辰经济技术开发区科技园华信道 8 号 5 号楼 A 区 0029 1 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、误导性陈述或者重大遗漏。 三河同飞制冷股份有限公司(以下简称"公司")于 2025 年 2 月 17 日召开 了第三届董事会第十二次会议,审议通过了《关于授权公司总经理审议批准设立 分公司的议案》,根据《公司章程》及有关规定,公司董事会在其权限范围之内 将分公司的设立审批权授予公司总经理。具体内容详见公司于 2025 年 2 月 17 日在巨潮资讯网(http://www.cninfo.com.cn)披露的《关于授权公司总经理审议 批准设立分公司的公告》(公告编号:2025-007)。 经公司总经理审议批准,公司设立天津分公司。 ...