登录新浪财经APP 搜索【信披】查看更多考评等级 西安中熔电气近日发布公告，披露公司实际控制人的一致行动人永春中昱企业管理咨询合伙企业（有限 合伙）（简称"永春中昱"）和永春中盈企业管理咨询合伙企业（有限合伙）（简称"永春中盈"）的股份 减持计划。 永春中昱和永春中盈为公司首次公开发行股票上市前设立的员工持股平台。截至公告披露日，永春中昱 持有公司579.272万股，占总股本比例5.9073%；永春中盈持有455.1001万股，占比4.6410%，二者合计 持股1034.3721万股，占比10.5483%。 减持承诺情况 永春中昱、永春中盈曾承诺，自公司股票上市之日起36个月内，不转让或委托他人管理直接或间接持有 的公司公开发行股票前已发行的股份，也不由公司回购该部分股份。锁定期满后拟减持股份，将提前3 个交易日公告并履行信息披露义务等。 方广文先生、刘冰先生承诺，自公司股票上市之日起36个月内锁定股份，锁定期满后2年内减持价格不 低于发行价等；李文松先生、范明辉先生也分别就股份锁定作出相应承诺，且上述承诺与本次减持计划 并不冲突。 风险提示 永春中昱、永春中盈本次减持计划存在减持时间、数量、价格以及是否按期 ...

每经AI快讯，10月12日，中熔电气（301031）(301031.SZ)公告称，公司实际控制人的一致行动人永春 中昱、永春中盈计划自本公告披露之日起15个交易日后的3个月内以集中竞价或大宗交易方式减持公司 股份合计不超过979,600股，占公司总股本比例0.9990%。减持主要是基于平台员工自身资金需求。 ...

每经AI快讯，中熔电气10月12日晚间发布公告称，持有公司约579万股（占公司总股本比例约为 5.91%）的股东永春中昱企业管理咨询合伙企业（有限合伙）及持有公司约455万股（占公司总股本比 例约为4.64%）的股东永春中盈企业管理咨询合伙企业（有限合伙）计划自本公告披露之日起15个交易 日后的3个月内以集中竞价或大宗交易方式减持公司股份合计不超过约98万股（占公司总股本比例为 0.999%）。 每经头条（nbdtoutiao）——万亿美元"世纪豪赌"！英伟达、OpenAI等巨头集体出手！循环融资靠谱 吗？专家：AI泡沫规模已是2008年全球房地产泡沫的4倍 （记者 曾健辉） ...

中熔电气10月12日公告，公司员工持股平台永春中昱企业管理咨询合伙企业（有限合伙）及永春中盈企 业管理咨询合伙企业（有限合伙）计划自公告披露之日起15个交易日后的3个月内，通过集中竞价或大 宗交易方式合计减持公司股份不超过97.96万股，即不超过公司总股本的1.00%。其中，永春中昱拟减持 不超过54.86万股，永春中盈拟减持不超过43.1万股。减持价格将根据减持时二级市场价格确定，且不低 于公司首次公开发行股票的发行价格。减持原因为平台员工自身资金需求。本次减持计划实施具有不确 定性。 ...

证券代码：301031 证券简称：中熔电气 公告编号：2025-093 西安中熔电气股份有限公司 关于实际控制人的一致行动人股份减持计划的预披露公告 公司实际控制人的一致行动人永春中昱企业管理咨询合伙企业（有限合伙）、 永春中盈企业管理咨询合伙企业（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。 特别提示： 持有公司5,792,720股（占公司总股本比例5.9073%）的股东永春中昱企业管 理咨询合伙企业（有限合伙）（以下简称"永春中昱"）及持有公司4,551,001股 （占公司总股本比例4.6410%）的股东永春中盈企业管理咨询合伙企业（有限合 伙）（以下简称"永春中盈"）计划自本公告披露之日起15个交易日后的3个月 内以集中竞价或大宗交易方式减持公司股份合计不超过979,600股（占公司总股 本比例0.9990%）。 西安中熔电气股份有限公司（以下简称"公司"或"发行人"）于近日收到 公司实际控制人方广文先生担任执行事务合伙人的永春中昱、公司实际控制人 方广文先生担任执行事务合伙人的永春中盈分 ...

Core Insights - A total of 86 stocks on the Shanghai, Shenzhen, and Beijing exchanges have experienced net inflows of main funds for five consecutive days or more as of October 10 [1] - The stock "寒武纪-U" has seen the longest streak of net inflows, with 32 consecutive days and a total net inflow of 4.377 billion [1] - "振德医疗" ranks second with 10 consecutive days of net inflows [1] Summary by Category Main Fund Inflows - "寒武纪-U" has the highest total net inflow amounting to 4.377 billion over 32 days, with a net inflow ratio of 0.72% and a cumulative increase of 33.52% [1] - "上海电力" follows with a net inflow of 1.521 billion over 6 days, achieving a cumulative increase of 32.91% [1] - "农业银行" and "万华化学" also show significant inflows, with net inflows of 1.078 billion and 540 million respectively over 6 and 7 days [1] Performance Metrics - "国电南自" has the highest net inflow ratio at 14.99% over 5 days, with a cumulative increase of 18.03% [1] - "振德医疗" has a cumulative increase of 40.10% over 10 days, indicating strong performance alongside its net inflow of 424 million [1] - Other notable stocks include "白银有色" with a cumulative increase of 35.11% and "东吴证券" with a 7.07% increase over 5 days [1]

资料显示，西安中熔电气股份有限公司位于陕西省西安市高新区锦业二路97号中熔电气产业基地，成立 日期2007年4月20日，上市日期2021年7月15日，公司主营业务涉及熔断器及相关配件的研发、生产和销 售。主营业务收入构成为：电力熔断器及配件86.93%，激励熔断器12.77%，电子类熔断器0.30%。 10月9日，中熔电气跌0.16%，成交额6.17亿元。两融数据显示，当日中熔电气获融资买入额1.10亿元， 融资偿还6651.58万元，融资净买入4381.99万元。截至10月9日，中熔电气融资融券余额合计4.47亿元。 融资方面，中熔电气当日融资买入1.10亿元。当前融资余额4.46亿元，占流通市值的3.70%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，中熔电气10月9日融券偿还800.00股，融券卖出3200.00股，按当日收盘价计算，卖出金额 39.14万元；融券余量1.35万股，融券余额164.96万元，超过近一年90%分位水平，处于高位。 机构持仓方面，截止2025年6月30日，中熔电气十大流通股东中，广发多因子混合（002943）位居第四 大流通股东，持股250.15万股，相比上期增 ...

Core Insights - The article discusses the recent research conducted by QuanGuo Fund on Zhongrong Electric, highlighting the company's strategic developments and market expansion plans. Group 1: Company Overview - Zhongrong Electric's General Manager Liu Zhuxi shared insights on the company's development history, strategic layout, technological advantages, and future prospects during the meeting with investors [4]. - The company has upgraded the strategic positioning of its Thailand factory, which now serves as a core production base supporting global strategies, not just North American clients [3]. Group 2: Market Expansion - The company is accelerating its overseas market expansion, with a growing number of client projects across various regions and customer types, indicating a stable and long-term partnership with overseas clients [2][3]. - Zhongrong Electric aims to increase the proportion of overseas revenue to be closer to domestic revenue in the coming years, with plans to establish production capacity in Europe [3]. Group 3: New Business Areas and Product Development - The company is focusing on the data center business, responding to the growing demand driven by AI computing, and is conducting specialized research to adapt to industry needs [4]. - The incentive fuse product has transitioned from concept to mass application, particularly in the electric vehicle sector, with expectations for increased adoption due to stricter safety regulations [5]. - Zhongrong Electric is transforming from a single component supplier to a system solution provider, with advancements in relay products and integrated solutions [6][7]. Group 4: Future Strategic Vision - The company's long-term vision is to become an excellent energy protection system solution provider, developing both high-voltage and low-voltage distribution system protection solutions [8]. - Zhongrong Electric plans to enhance its technical expert team and develop advanced equipment to provide flexible solutions that meet diverse customer needs [8].

Market Overview - The other electronic sector increased by 1.66% on September 30, with N Yunhan leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Top Performers - N Yunhan (301563) saw a significant rise of 332.59%, closing at 116.80, with a trading volume of 114,300 shares [1] - Other notable gainers included: - Xiangnong Chip (300475) up 8.31% to 91.26 with a volume of 468,400 shares [1] - Runxin Technology (300493) up 5.04% to 23.54 with a volume of 493,400 shares [1] - Baibang Technology (300736) up 4.78% to 13.36 with a volume of 96,200 shares [1] Market Capital Flow - The other electronic sector experienced a net inflow of 249 million yuan from main funds, while retail funds saw a net inflow of 9.44 million yuan [2] - Notably, speculative funds had a net outflow of 343 million yuan [2] Individual Stock Fund Flow - N Yunhan (301563) had a main fund net inflow of 5.37 billion yuan, but a speculative fund outflow of 2.39 billion yuan [3] - Zhongrong Electric (301031) reported a main fund net inflow of 148 million yuan, with a speculative fund outflow of 21.17 million yuan [3] - Xiangnong Chip (300475) had a main fund net inflow of 119 million yuan, while retail investors saw a net outflow of 134 million yuan [3]

Group 1: Overseas Market Expansion - The company is accelerating its overseas market expansion, with a continuous increase in customer projects across different regions and types [2] - The Thai factory's strategic role has evolved from primarily serving North American clients to becoming a core production base supporting global strategies [2] - The company plans to add 5-6 new production lines in the Thai factory by 2026 to meet growing customer demand [2] Group 2: New Business Areas and Product Development - The data center business is experiencing rapid growth due to increasing AI computing power, with the market for fuses in this sector expected to have significant potential [3] - The incentive fuse product has transitioned from concept to mass application, with increasing adoption in high-end electric and hybrid vehicles due to stricter safety regulations [3] - The company is shifting from a single component supplier to a system solution provider, with a focus on integrated products that combine fuses, relays, and sensors [3] Group 3: Future Strategic Vision - The long-term vision is to become an excellent energy protection system solution provider, developing protection schemes for both high and low voltage distribution systems [3] - The company aims to provide flexible solutions that meet diverse customer needs at different development stages, enhancing its competitiveness in the market [3]