证券代码：301018 证券简称：申菱环境 公告编号：2026-005 广东申菱环境系统股份有限公司 关于公司向银行申请综合授信额度的公告 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。 广东申菱环境系统股份有限公司（以下简称"公司"）于 2026 年 2 月 9 日 召开第四届董事会第十二次会议，审议通过了《关于公司向银行申请综合授信额 度的议案》，同意公司向上海浦东发展银行股份有限公司佛山分行申请不超过人 民币 5 亿元的银行综合授信额度。现将相关情况公告如下： 广东申菱环境系统股份有限公司董事会 2026 年 2 月 10 日 一、本次申请银行综合授信额度情况 为满足公司日常生产经营和业务发展的资金需求，公司拟向上海浦东发展银 行股份有限公司佛山分行申请不超过人民币 5 亿元的综合授信额度，综合授信内 容包括但不限于流动资金贷款、项目贷款、银行承兑汇票、保函、保理、开立信 用证、押汇、贸易融资、票据贴现、融资租赁、供应链等综合授信业务。授信将 基于公司的信用状况，无需提供抵押物或其他形式的担保。授信期限最终以银行 实际审批为准，授信期限内授信额度可循环使 ...

证券代码：301018 证券简称：申菱环境 公告编号：2026-006 广东申菱环境系统股份有限公司 关于召开 2026 年第一次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2026 年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板 股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运 作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 2 月 25 日 15:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 2 月 25 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为 2026 年 2 月 25 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 6、会议的股权登记日：2026 ...

证券代码：301018 证券简称：申菱环境 公告编号：2026-004 广东申菱环境系统股份有限公司 关于第四届董事会第十二次会议决议的公告 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。 一、会议召开情况 广东申菱环境系统股份有限公司（以下简称"公司"）第四届董事会第十二 次会议于 2026 年 2 月 9 日以通讯表决的方式召开，本次会议通知于 2026 年 2 月 4 日通过电话通知、电子邮件等形式送达至公司全体董事、高级管理人员。会议应 出席董事 9 人，实际出席人数 9 人。会议由公司董事长崔颖琦先生主持，公司董 事会秘书及高级管理人员列席了本次会议。会议的召集、召开符合《公司法》和 《公司章程》的有关规定，会议合法有效。 二、会议审议情况 经出席会议的董事讨论和表决，审议通过如下决议： 表决结果：同意 9 票，反对 0 票，弃权 0 票。 三、备查文件 第四届董事会第十二次会议决议。 特此公告 1、审议通过《关于公司向银行申请综合授信额度的议案》 为满足公司日常生产经营和业务发展的资金需求，公司拟向上海浦东发展银 行股份有限公司佛山分行申请不超过人 ...

Core Viewpoint - The cloud computing industry is experiencing a reversal of the long-standing trend of price reductions, with major players like Amazon Web Services and Google Cloud announcing price increases of up to 100%, indicating that computing infrastructure has become a scarce strategic resource [1] Group 1: Industry Trends - The cloud computing infrastructure sector is entering a new development phase, as evidenced by the strong performance of listed companies in the A-share market, with significant profit growth forecasts for 2025 [1] - The demand for data centers, servers, and cooling equipment is driving a new cycle of value reassessment in the cloud computing infrastructure industry [1] - The rapid growth of the AI industry is leading to an explosion in intelligent computing demand, which is directly driving the expansion and performance upgrades of data centers [4] Group 2: Company Performance - Runze Technology expects a net profit of CNY 5 billion to 5.3 billion for 2025, representing a year-on-year increase of 179.28% to 196.03% [4] - Industrial Fulian anticipates a net profit of CNY 35.1 billion to 35.7 billion for 2025, an increase of 51% to 54% year-on-year [6] - The AI server business of Industrial Fulian is expected to see revenue growth of over 300% in 2025, with significant quarterly growth rates [7] Group 3: Supporting Industries - Companies in the supporting equipment sector, such as cooling systems and server components, are also expected to see strong growth in 2025 due to the booming demand in the data center market [10] - Shunling Environment forecasts a net profit of CNY 205 million to 246 million for 2025, reflecting a year-on-year increase of 77.39% to 112.87% [11] - Highlan Co. anticipates a net profit increase of 146.7% to 160.61% for 2025, indicating a recovery in profitability driven by the demand for cooling products [12] Group 4: Market Outlook - The global data center equipment market is projected to grow by 25% to 30% in 2025, with total operational capacity expected to increase by nearly 25% year-on-year [8] - The cooling equipment market is expected to grow at a compound annual growth rate of around 20% until 2030, with liquid cooling technology experiencing a growth rate of 45% [13]

中航机遇领航混合发起A（018956）成立日期2023年8月10日，最新规模24.75亿。今年以来收益4.5%， 同类排名4129/8873；近一年收益171.56%，同类排名3/8119；成立以来收益277.03%。 2月4日，申菱环境跌5.04%，截至发稿，报69.20元/股，成交7.45亿元，换手率5.23%，总市值184.11亿 元。 资料显示，广东申菱环境系统股份有限公司位于广东省佛山市顺德区杏坛镇高新区顺业东路29号，成立 日期2000年7月3日，上市日期2021年7月7日，公司主营业务涉及围绕专用性空调为代表的空气环境调节 设备开展,集研发设计、生产制造、营销服务、工程安装、运营维护于一体,致力于为数据服务产业环 境、工业工艺产研环境、专业特种应用环境、公共建筑室内环境等应用场景提供人工环境调控整体解决 方案。主营业务收入构成为：设备82.94%，解决方案及服务16.68%，其他(补充)0.38%。 从申菱环境十大流通股东角度 数据显示，中航基金旗下1只基金位居申菱环境十大流通股东。中航机遇领航混合发起A（018956）三 季度新进十大流通股东，持有股数663.52万股，占流通股的比例为3.36 ...

1月29日，申菱环境跌3.13%，成交额5.25亿元。两融数据显示，当日申菱环境获融资买入额3690.49万 元，融资偿还6383.97万元，融资净买入-2693.48万元。截至1月29日，申菱环境融资融券余额合计5.96 亿元。 融资方面，申菱环境当日融资买入3690.49万元。当前融资余额5.95亿元，占流通市值的3.51%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，申菱环境1月29日融券偿还4800.00股，融券卖出4000.00股，按当日收盘价计算，卖出金额 25.49万元；融券余量1.14万股，融券余额72.65万元，超过近一年90%分位水平，处于高位。 资料显示，广东申菱环境系统股份有限公司位于广东省佛山市顺德区杏坛镇高新区顺业东路29号，成立 日期2000年7月3日，上市日期2021年7月7日，公司主营业务涉及围绕专用性空调为代表的空气环境调节 设备开展,集研发设计、生产制造、营销服务、工程安装、运营维护于一体,致力于为数据服务产业环 境、工业工艺产研环境、专业特种应用环境、公共建筑室内环境等应用场景提供人工环境调控整体解决 方案。主营业务收入构成为：设备82.94%，解决方案及 ...

Core Viewpoint - Efficient cooling is an effective approach to reduce the Power Usage Effectiveness (PUE) of data centers [2] Group 1: Energy Consumption and Cooling - The energy consumption of data centers is closely related to cooling, as stable electricity is required to maintain efficient chip operations, and heat generation must be effectively dissipated to prevent performance degradation [3] - PUE is a key indicator of data center operational efficiency, calculated as total energy consumption divided by IT equipment energy consumption, with a target of PUE < 1.3, ideally approaching 1.2 [3] - Cooling is often a major energy consumer in data centers, with early developments seeing PUE values exceeding 2, primarily due to cooling processes [4] Group 2: Paths to Reduce PUE - There are two main paths to reduce PUE: utilizing external cooling resources and implementing efficient internal cooling systems [5] - External cooling can be achieved through natural cooling from outdoor air in cold climates, as demonstrated by Kolos's data center in Norway, which aims to reduce energy costs by 60% due to its cold climate and hydropower resources [6] - China's Tibet Ningxuan data center is noted as the highest elevation data center globally, and there are proposals to build data centers in space to enhance cooling efficiency [7] Group 3: Internal Cooling Solutions - The current mainstream internal cooling solutions are air cooling and liquid cooling [8] - Liquid cooling is gaining traction as the next-generation mainstream solution, with its penetration rate increasing from 10% to 30% due to its superior heat dissipation capabilities [9] - The main types of liquid cooling technologies include cold plate liquid cooling, immersion cooling, and spray cooling, with companies specializing in data center cooling and traditional HVAC manufacturers involved in this space [10] Group 4: Future Trends - As AI demands continue to grow, liquid cooling is expected to replace air cooling as the primary method for reducing PUE in data centers [12]

1、随着数据中心建设持续加快，公司紧抓产业趋势，实现数据服务业务较快增长。数据服务板块增长 主要得益于公司产品契合市场需求，与头部客户深化合作以及积极拓展海外市场带来的订单增长。2、 公司着重工业领域产品开发和业务拓展，结合国家能源发展和变革趋势，巩固拓展传统电力电网、化 工、集成电路等优势业务。报告期内，工业板块表现出色，电力与能源业务实现了显著的业绩增长，主 要集中在储能温控、锂电池制造、特高压电网、抽水蓄能等细分领域。 格隆汇1月26日丨申菱环境(301018.SZ)公布，预计2025年归属于上市公司股东的净利润20,500万元～ 24,600万元，比上年同期增长77.39%～112.87%，扣除非经常性损益后的净利润20,000万元～24,000万 元，比上年同期增长77.87%～113.44%。 ...

Core Viewpoint - Several companies are projecting significant increases in net profit for 2025, with some expecting growth rates exceeding 300% compared to the previous year [1] Group 1: Companies with High Profit Growth Projections - Youyou Group anticipates a net profit increase of 357%-420% for 2025 [1] - Sanofi Health expects a net profit growth of 311% for 2025 [1] - Fujilai forecasts a net profit increase of 282.17%-296.8% for 2025 [1] - Zongyi Co. predicts a net profit growth of approximately 264.05% for 2025 [1] - Aiko Optoelectronics expects a net profit increase of 262.52%-345.2% for 2025 [1] Group 2: Companies with Moderate to High Profit Growth Projections - Pulit anticipates a net profit increase of 155.76%-194.73% for 2025 [1] - Zhongxing Junye expects a net profit growth of 134.32%-173.37% for 2025 [1] - Yixin Hall forecasts a net profit increase of 127.79%-189.12% for 2025 [1] - Bangji Technology anticipates a net profit growth of 119.43%-169.3% for 2025 [1] - Hengyu Environmental expects a net profit increase of 104.14% for 2025 [1] Group 3: Companies with Lower Profit Growth Projections - Jiaokong Technology anticipates a net profit increase of 86.44% for 2025 [1] - Boya Precision expects a net profit growth of 82.68%-128.36% for 2025 [1] - Huaxin Co. forecasts a net profit increase of 77.48% for 2025 [1] - Qingdao Danone anticipates a net profit growth of 77.47%-104.36% for 2025 [1] - Shenling Environment expects a net profit increase of 77.39%-112.87% for 2025 [1] Group 4: Companies with Further Profit Growth Projections - Keli Yuan anticipates a net profit increase of 72.76%-102.20% for 2025 [1] - Lante Optics expects a net profit growth of 70.04%-81.38% for 2025 [1] - Delijia forecasts a net profit increase of approximately 52.80% for 2025 [1] - Zhongke Electric anticipates a net profit growth of 50%-70% for 2025 [1] - Junsheng Electronics expects a net profit increase of 40.56%-1.35 billion for 2025 [1] Group 5: Companies with Lower Growth Expectations - Shanghai Yanpu anticipates a net profit increase of 35.44%-55% for 2025 [1] - Guotai Group expects a net profit growth of 30%-50% for 2025 [1] - Jiuan Medical anticipates a net profit increase of 21.05%-40.83% for 2025 [1] - AVIC Chengfei expects a net profit growth of 5.47%-11.67% for 2025 [1]

Group 1 - The company, Shenling Environment, announced an expected net profit attributable to shareholders of 205 million to 246 million yuan for 2025, representing a year-on-year growth of 77.39% to 112.87% [2]