证券代码：301020 证券简称：密封科技 公告编号：2026-001 烟台石川密封科技股份有限公司 关于变更会计师事务所签字项目合伙人及注册会计 师的公告 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。 烟台石川密封科技股份有限公司（以下简称"公司"）于 2025 年 3 月 19 日召开第三届董事会第二十次会议，审议通过了《关于续聘公司 2025 年度审计 机构的议案》，本议案经公司 2024 年年度股东会审议通过，同意续聘大信会计 师事务所（特殊普通合伙）（以下简称"大信所"）为公司 2025 年度审计机构， 具体内容详见公司披露于巨潮资讯网（http://www.cninfo.com.cn）的《关于拟 续聘会计师事务所的公告》（公告编号：2025-011）。 吴金锋先生，合伙人，拥有中国注册会计师执业资质，1994 年成为注册会 计师，2000 年开始从事上市公司审计，2007 年开始在大信所执业。近三年签署 或复核过 2 家上市公司审计报告。未在其他单位兼职。 拟签字注册会计师：许德法 许德法先生，项目经理，拥有中国注册会计师执业资质，2020 年成 ...

Group 1 - The company currently has no clients in the nuclear power sector [1] - Cummins' engine products are widely used across various applications, including automotive and power generation engines [1] - As Cummins expands its business scale, the demand for the company's sealing products is expected to increase [1]

Group 1 - The core viewpoint of the article highlights that Sealing Technology (301020.SZ) considers Cummins as an important client, with its main product—engines—being utilized across various fields, including automotive and power generation engines [2] - The company indicates that all types of engines will require sealing products, but it cannot disclose the application proportions of its products in different engines due to commercial confidentiality regarding end customer information and quantities [2]

Core Viewpoint - Sealing Technology (301020) has made progress in hydrogen energy technology, specifically in the supply of high-speed floating bearings for hydrogen fuel cell pumps, although current revenue contribution remains low [1]. Stock Performance - Over the past week (February 6 to February 11, 2026), Sealing Technology's stock price fluctuated between 23.26 yuan and 23.53 yuan, with a total change of 0.90% and a volatility of 3.09% [2]. - On February 11, 2026, the net outflow of main funds was 2.27 million yuan, marking three consecutive days of reduction in holdings; the stock price is approaching a support level of 23.50 yuan, with a resistance level at the upper Bollinger Band of 24.01 yuan [2]. - The automotive parts sector, to which the company belongs, experienced a decline of 0.51%, underperforming the broader market [2]. Institutional Insights - As of February 9, 2026, Securities Star's valuation analysis indicates that Sealing Technology's relative valuation range is between 20.37 and 22.51 yuan, with an accuracy rating of C; the fundamental analysis suggests that the stock price is relatively high and the competitive moat within the industry is weak [3]. - Institutional sentiment is neutral, with low frequency of research and no recent changes in ratings [3].

Group 1 - The core viewpoint of the news is that Sealing Technology has shown significant trading activity and financial performance, with notable changes in financing and shareholder structure [1][2]. Group 2 - On January 29, Sealing Technology's stock price decreased by 1.47%, with a trading volume of 35.90 million yuan. The financing buy-in amount was 5.74 million yuan, while the net financing buy-in reached 2.86 million yuan [1]. - As of January 29, the total financing and securities lending balance for Sealing Technology was 92.87 million yuan, with the financing balance accounting for 2.78% of the circulating market value, indicating a high level compared to the past year [1]. - The company repaid 400 shares of securities lending and sold 300 shares on January 29, with a selling amount of 6,825 yuan. The remaining securities lending volume was 11,300 shares, with a balance of 257,100 yuan, also indicating a high level compared to the past year [1]. Group 3 - As of September 30, the number of shareholders for Sealing Technology was 10,700, a decrease of 14.83% from the previous period. The average circulating shares per person increased by 17.41% to 13,709 shares [2]. - For the period from January to September 2025, Sealing Technology achieved an operating income of 425 million yuan, representing a year-on-year growth of 8.12%. The net profit attributable to the parent company was 73.47 million yuan, with a year-on-year increase of 10.95% [2]. Group 4 - Sealing Technology has distributed a total of 163 million yuan in dividends since its A-share listing, with 123 million yuan distributed over the past three years [3].

Core Viewpoint - Jiangsu Touping Sealing Technology Co., Ltd. has been established with a registered capital of 10 million RMB, fully owned by Jiangsu Touping Engineering Technology Co., Ltd. [1] Company Information - The legal representative of Jiangsu Touping Sealing Technology Co., Ltd. is Zhang Jianhua [1] - The company is classified as a limited liability company (non-natural person investment or holding) [1] - The business scope includes manufacturing and sales of sealing components, high-performance sealing materials, technology promotion and application services, technical services, and new material technology research and development [1] Shareholding Structure - Jiangsu Touping Engineering Technology Co., Ltd. holds 100% of the shares in Jiangsu Touping Sealing Technology Co., Ltd. [1] Operational Details - The company is located in the industrial park of Jiawang District, Xuzhou City, Jiangsu Province [1] - The business registration period is from January 29, 2026, with no fixed term [1] - The registration authority is the Xuzhou Jiawang District Administrative Service Management Office [1]

Group 1 - The core viewpoint of the article is that Sealing Technology (301020.SZ) currently does not have any products directly applied to gas turbines [1] Group 2 - The company has communicated this information through its investor interaction platform [1]

Core Viewpoint - The company has been actively expanding its international market presence in recent years, with significant growth expected in direct export revenues due to partnerships with renowned international manufacturers [2] Group 1: International Market Expansion - The company has been focusing on indirect exports, particularly in sealing gasket products, which follow the export trends of downstream engine and vehicle manufacturers [2] - Direct exports have seen increased efforts, with gasket products being supplied to major international manufacturers such as Cummins (USA) and Doosan (South Korea) [2] - The company is also developing board products for overseas clients in Russia, India, South Korea, and Italy, with a significant expected increase in direct export revenue this year [2] Group 2: Competitive Advantage and Recognition - The company's continuous improvement in technology and product competitiveness has led to increased recognition in the market and industry [2] - The company's research and development capabilities and product consistency have gained acknowledgment from numerous international manufacturers [2] - The implementation of the company's internationalization strategy is anticipated to provide strong support for its future performance in the international market [2]

Group 1 - The company has been actively developing its sealing gasket business in line with the growth of main engine manufacturers, leveraging industry-leading technology and product consistency to gain market share [2] - The metal adhesive board business faces competition from imported products, but the company's product performance has approached international advanced levels, offering competitive pricing and outstanding cost-performance ratio [2] - The company plans to accelerate its layout in the fields of sealing for new energy vehicles and precision processing, while also expanding into sealing areas for transmissions, pumps, heat exchangers, and refrigeration [2]

Group 1 - The company is focusing on the electric vehicle market this year, collaborating with several leading new energy vehicle manufacturers for mass production and supply of new energy extended-range and hybrid models [2] - The sealing business for new energy hybrid and extended-range vehicles is experiencing rapid growth, although the revenue contribution remains low due to the low unit value and small base [2]