Group 1 - The core point of the article is that a major shareholder, Zhongcheng Investment, has reduced its stake in Shenling Environment from 45.877% to 45% through block trading, selling a total of 2,333,288 shares between September 3 and September 17, 2025 [1] Group 2 - The reduction in shareholding indicates a significant change in the ownership structure of the company, which may impact investor sentiment and market perception [1] - The timing of the share reduction could suggest strategic repositioning by the shareholder, potentially influencing future investment decisions [1] - The remaining stake of Zhongcheng Investment and its concerted parties is now 45%, which still represents a substantial holding in the company [1]

Core Viewpoint - The company announced a reduction in shareholding by a significant shareholder, which will not affect the control or governance structure of the company [1] Summary by Relevant Sections - **Shareholding Reduction**: The shareholder, Ling Shui Xin Zhong Cheng Entrepreneurship Investment Partnership (Limited Partnership), along with its concerted parties, reduced their holdings by 2.333 million shares, representing 0.88% of the total share capital [1] - **Post-Transaction Holdings**: After the transaction, the information disclosure obligor and its concerted parties hold a total of 11.97237 million shares, which accounts for 45.00% of the company's total share capital [1] - **Impact on Control and Governance**: This change in shareholding will not lead to a change in the company's controlling shareholder or actual controller, nor will it have a significant impact on the company's governance structure and ongoing operations [1]

Group 1 - The core point of the article is that a major shareholder, Zhongcheng Investment, has reduced its stake in Shenling Environment from 45.877% to 45% through block trading, selling a total of 2,333,288 shares between September 3, 2025, and September 17, 2025 [1] Group 2 - The reduction in shareholding indicates a significant change in the ownership structure of Shenling Environment, which may impact investor sentiment and market perception [1] - The timing of the share reduction could suggest strategic repositioning by the shareholder, potentially influencing future corporate governance and decision-making processes [1] - The remaining stake of Zhongcheng Investment and its concerted parties still represents a substantial portion of the company, indicating continued influence despite the reduction [1]

股票上市地点：深圳证券交易所 广东申菱环境系统股份有限公司 简式权益变动报告书 上市公司名称：广东申菱环境系统股份有限公司 股票简称：申菱环境 股票代码：301018.SZ 信息披露义务人：陵水新众承创业投资合伙企业（有限合伙） 住所：海南省陵水黎族自治县英州镇乐活大道1号清水湾国际信息产业园2 号楼A座F1层1288号 通讯地址：海南省陵水黎族自治县英州镇乐活大道1号清水湾国际信息产业 园2号楼A座F1层1288号 信息披露义务人之一致行动人：崔颖琦 住所：广东省佛山市顺德区****** 通讯地址：广东省佛山市顺德区****** 信息披露义务人之一致行动人：广东申菱投资有限公司 住所：佛山市顺德区陈村镇赤花社区居民委员会广隆工业区环镇东路10号之 1 一 通讯地址：佛山市顺德区陈村镇赤花社区居民委员会广隆工业区环镇东路10 号之一 信息披露义务人之一致行动人：陵水新众贤创业投资合伙企业（有限合伙） 住所：海南省陵水黎族自治县英州镇乐活大道1号清水湾国际信息产业园2 号楼A座F1层1289号 通讯地址：海南省陵水黎族自治县英州镇乐活大道1号清水湾国际信息产业 园2号楼A座F1层1289号 信息披露义务人之一致 ...

3、本次权益变动不会导致公司控股股东及实际控制人发生变化。 一、本次权益变动基本情况 证券代码：301018 证券简称：申菱环境 公告编号：2025-041 广东申菱环境系统股份有限公司 关于持股 5%以上股东减持股份触及 5%整数倍暨 披露简式权益变动报告书的提示性公告 公司持股5%以上股东陵水新众承创业投资合伙企业（有限合伙）及其一致行 动人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。 特别提示： 1、本次权益变动前，广东申菱环境系统股份有限公司（以下简称"公司"） 持股 5%以上股东陵水新众承创业投资合伙企业（有限合伙）（以下简称"众承投 资"）及其一致行动人合计持有公司股份 122,056,988 股，占公司总股本的 45.8770%。本次权益变动后，众承投资及其一致行动人合计持有公司股份 119,723,700 股，占公司总股本的 45.0000%，本次权益变动后持股比例触及 5% 的整数倍。 2、本次权益变动属于股东减持，不触及要约收购； 其中：无限售条件股份 0.40 0.0015 0.40 ...

证券日报网讯 申菱环境（301018）9月18日在互动平台回答投资者提问时表示，公司有包括水冷板，微 通道冷板，热管相变冷板等不同种类的冷板散热技术研究，预期随着芯片热密度的提升，未来会有更多 的逐步商业化落地机会。 ...

Group 1 - The company, Shenling Environment (301018.SZ), is engaged in research on various cooling plate technologies, including water-cooled plates, microchannel cold plates, and heat pipe phase change cold plates [1] - The company anticipates that as chip thermal density increases, there will be more opportunities for gradual commercialization in the future [1]

（原标题：申菱环境现2笔大宗交易 总成交金额5218.48万元） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 两融数据显示，该股最新融资余额为6.17亿元，近5日增加7030.17万元，增幅为12.85%。 据天眼查APP显示，广东申菱环境系统股份有限公司成立于2000年07月03日。注册资本26605.2564万人 民币。（数据宝） | 9月17日申菱环境大宗交易一览 | | --- | | 成交量 | 成交金 额 | 成交价 | 相对当日 收盘折溢 | 买方营业 | | | --- | --- | --- | --- | --- | --- | | （万 股） | （万 | 格 （元） | 价 | 部 | 卖方营业部 | | | 元） | | （%） | | | | 60.55 | 3693.48 | 61.00 | -16.63 | 机构专用 | 中信建投证券股份有限公司佛山顺德大良证券营业 部 | | 25.00 | 1525.00 | 61.00 | -16.63 | 机构专用 | 中信建投证券股份有限公司佛山顺德大良证券营业 部 | 申菱环境9月17日大宗交易平台共发生2笔成交， ...

Group 1 - The company, Shenling Environment, is focusing its business more on digital and computing power, particularly in AI-related computing infrastructure and liquid cooling products [1] - The company anticipates that other business areas will gradually improve with the increase in fixed investment [1]

Company Overview - Shunling Environment, established on July 3, 2000, and listed on July 7, 2021, is located in Shunde District, Foshan City, Guangdong Province. The company specializes in air environment regulation equipment, focusing on specialized air conditioning systems. It offers comprehensive solutions including R&D, manufacturing, marketing, installation, and maintenance for various applications such as data service environments, industrial processes, and public buildings [1][2]. Financial Performance - For the first half of 2025, Shunling Environment reported a revenue of 1.682 billion yuan, representing a year-on-year growth of 28.95%. The net profit attributable to shareholders was 150 million yuan, reflecting a growth of 35.95% compared to the previous year [2]. - Since its A-share listing, Shunling Environment has distributed a total of 217 million yuan in dividends, with 138 million yuan distributed over the past three years [3]. Stock Performance - As of September 16, Shunling Environment's stock price increased by 2.22%, reaching 71.05 yuan per share, with a total market capitalization of 18.903 billion yuan. The stock has seen an 85.12% increase year-to-date, with a 95.25% rise over the past 60 days [1]. - The stock's trading volume on September 16 was 162 million yuan, with a turnover rate of 1.17%. The net inflow of main funds was 8.4757 million yuan, indicating strong investor interest [1]. Shareholder Structure - As of June 30, 2025, Shunling Environment had 22,200 shareholders, a decrease of 1.82% from the previous period. The average number of circulating shares per shareholder increased by 1.85% to 8,969 shares [2]. - Among the top ten circulating shareholders, notable new entrants include E Fund Supply-side Reform Mixed Fund and Baoying Strategy Growth Mixed Fund, indicating a shift in institutional holdings [3].