证券代码：301031 证券简称：中熔电气 公告编号：2025-092 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。 西安中熔电气股份有限公司 关于持股 5%以上股东减持股份触及 1%整数倍的公告 持股 5%以上股东、董事、副总经理石晓光先生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。 是否为第一大股东或实际控制人 是□ 否☑ 2.本次权益变动情况 股份种类 减持股数（万股） 减持比例（%） A股 71.0400 0.7244% 合 计 71.0400 0.7244% 本次权益变动方式（可多 选） 通过证券交易所的集中交易 □ 通过证券交易所的大宗交易 ☑ 其他 □（请注明） 3.本次变动前后，投资者及其一致行动人拥有上市公司权益的股份情况：不适用 4.承诺、计划等履行情况 本次变动是否为履行已作 出的承诺、意向、计划 是☑ 否□ 1、公司于2025年8月2日在巨潮资讯网（www.cninfo.com.cn）上 披露了《关于部分持股5%以上股东、董事、高级管理人员以大宗 交易方式减持股份预披露公告》（公告编号：2025-081）。持有 公司股份6, ...

证券代码：301031 证券简称：中熔电气 公告编号：2025-091 西安中熔电气股份有限公司 | 股东 | 减持方式 | 减持时间 | 减持均价 减持股份数量 | | 减持占总股 | | --- | --- | --- | --- | --- | --- | | 姓名 | | | （元/股） （股） | | 本比例 | | 石晓光 | 大宗交易 | 2025 年 9 月 11 日 | 82.36 540400 | | 0.5511% | | 石晓光 | 大宗交易 | 2025 年 9 月 12 日 | 85.44 | 170000 | 0.1733% | | | | 合计 | | 710,400 | 0.7244% | 3、股东本次减持前后持股情况 关于持股 5%以上股东、董事、高级管理人员 股份减持计划实施完毕的公告 持股 5%以上股东、董事、副总经理石晓光先生、持股 5%以上股东、副总 经理刘冰先生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： 西安中熔电气股份有限公司（以下简称"公司 ...

Summary of Zhongrong Electric's Conference Call Company Overview - **Company**: Zhongrong Electric - **Industry**: Electrical Components, specifically focusing on relays, circuit breakers, and integrated products for the automotive and renewable energy sectors Key Financial Metrics - **Revenue**: 8.38 billion CNY in H1 2025, a year-on-year increase of 41.2% [3] - **Net Profit**: Non-parent net profit of 1.37 billion CNY, up 101.25% year-on-year [3] - **Gross Margin**: 40.05%, improved due to cost reduction and product structure optimization [2][3] - **R&D Expenses**: Increased by 26%, focusing on relays, BDU, and microelectronics [2][3][11] - **Stock Payment Expenses**: Approximately 20 million CNY in H1 2025, expected to exceed 37 million CNY for the full year [12] Product Performance - **Incentive Circuit Breakers**: - Revenue of 1 billion CNY in H1 2025, with a gross margin of 44% [4] - Full-year target of 2.5 billion CNY, with 1 billion CNY achieved in H1 and a target of 1.5 billion CNY for H2 [4] - **High Voltage Direct Current (HVDC) Circuit Breakers**: - Supplying 240V and 336V products, exploring new solutions for ±400V and 800V applications [13][15] - Price range for new HVDC solutions is between 70 to 100 CNY [16] Market Dynamics - **Automotive Sector Growth**: - Nearly 50% growth driven by high market share in domestic new energy vehicles and product upgrades [7] - **Energy Storage Sector**: - Accounts for over 50% in the renewable energy storage market, with growth rates recovering to over 10% [8][9] - **Overseas Market Orders**: - Gradual ramp-up of orders from major clients like BMW, Hyundai, Volvo, and Tesla, with revenue expected to start in 2026 [5][17] Strategic Initiatives - **Integrated Products Development**: - Focus on integrated products combining relays, PDU, and circuit breakers to reduce costs for automotive clients [20][21] - **Future Projects**: - Plans to establish a second-phase project base by the end of 2027 for producing integrated products, CPUs, and sensors [22] - **Market Positioning**: - Targeting the new energy vehicle sector, with a strategy to win bids and secure key clients [24] Competitive Landscape - **Market Share**: Varies by client, with some being exclusive suppliers in the HVDC field [22] - **Competition**: Mainly from established manufacturers, with a focus on improving product offerings [21] Additional Insights - **Cost Management**: Overall expense ratio decreased due to strict budget management and cost control [10] - **R&D Focus Areas**: Emphasis on microelectronics and integrated product development, with a dedicated microelectronics division established in Shanghai [11] - **Challenges in eQ Products**: High costs hinder the adoption of eQ products in the automotive market, with ongoing evaluation for potential applications in robotics [25][26] This summary encapsulates the key points from Zhongrong Electric's conference call, highlighting financial performance, product developments, market dynamics, strategic initiatives, and competitive positioning.

（文章来源：证券日报） 证券日报网讯 9月10日晚间，中熔电气发布2025年半年度利润分配实施公告称，公司2025年半年度权益 分派方案为每10股派发现金红利人民币0.70元（含税），股权登记日为2025年9月17日，除权除息日为 2025年9月18日。 ...

证券代码：301031 证券简称：中熔电气 公告编号：2025-090 西安中熔电气股份有限公司 2025年半年度利润分配实施公告 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、股东大会审议通过2025年半年度利润分配方案等情况 1、西安中熔电气股份有限公司（以下简称"公司"、"本公司"）于2025年5月12日 召开的2024年年度股东大会审议通过了《关于2025年半年度利润分配预案及2025年中期现金分 红建议方案的议案》。2024年年度股东大会决议公告详见公司于巨潮资讯网上刊登的《2024 年年度股东大会决议公告》（公告编号：2025-057）。 【注：根据先进先出的原则，以投资者证券账户为单位计算持股期限，持股1个月（含 1个月）以内，每10股补缴税款0.140000元；持股1个月以上至1年（含1年）的，每10股补 缴税款0.070000元；持股超过1年的，不需补缴税款。】 若在分配方案实施前公司总股本发生变化的，分配比例将按分派总额不变的原则相应 调整。 2、公司于2025年8月27日召开第四届董事会第四次会议审议通过了《关于2025年半年 度利 ...

两融数据显示，该股最新融资余额为2.88亿元，近5日增加1.64亿元，增幅为132.68%。（数据宝） （原标题：中熔电气9月9日大宗交易成交309.00万元） 中熔电气9月9日大宗交易平台出现一笔成交，成交量3.00万股，成交金额309.00万元，大宗交易成交价 为103.00元，相对今日收盘价溢价3.00%。该笔交易的买方营业部为华泰证券股份有限公司西安丈八东 路证券营业部，卖方营业部为开源证券股份有限公司西安曲江池西路证券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为5510.35万元。 证券时报•数据宝统计显示，中熔电气今日收盘价为100.00元，下跌5.23%，日换手率为7.30%，成交额 为5.12亿元，全天主力资金净流出5856.23万元，近5日该股累计下跌3.13%，近5日资金合计净流入1.32 亿元。 9月9日中熔电气大宗交易一览 | 成交 | 成交 | | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | 量 | | 成交价 | | | | | | 金额 | 格 | 收盘折 | 买方营业部 | 卖方营业部 | ...

Group 1 - The core viewpoint of the news is the performance and market position of Zhongrong Electric, which experienced a 5% drop in stock price, currently at 100.24 CNY per share, with a market capitalization of 9.856 billion CNY [1] - Zhongrong Electric, established on April 20, 2007, and listed on July 15, 2021, specializes in the research, production, and sales of fuses and related components, with 86.93% of its revenue coming from power fuses and components [1] - The company has a trading volume of 371 million CNY and a turnover rate of 5.24% [1] Group 2 - According to data, Zhongrong Electric is a significant holding in the Zhongyin CSI 1000 Index Enhanced A Fund, which increased its holdings by 2,204 shares in the second quarter, now holding a total of 8,904 shares, representing 0.65% of the fund's net value [2] - The Zhongyin CSI 1000 Index Enhanced A Fund has a total scale of 80.34 million CNY and has achieved a year-to-date return of 28.54%, ranking 1,368 out of 4,222 in its category [2] - The fund manager, Yao Jin, has been in position for 1 year and 273 days, with the best fund return during this period being 51.39% [3]

Summary of Zhongrong Electric's Conference Call Company Overview - **Company**: Zhongrong Electric - **Period**: First half of 2025 Key Industry and Company Insights Industry Focus - **Main Industries**: New energy vehicles (NEVs) and wind-solar energy storage - **Revenue Contribution**: NEV business accounted for 66.3% of total revenue, growing by 52% year-on-year [2][3][4] - **Wind-solar energy storage**: Revenue growth of 13.94% year-on-year [2][4] Financial Performance - **Total Revenue**: Approximately 839 million yuan, a year-on-year increase of 41.2% [3] - **Net Profit**: Approximately 138 million yuan, up 110% year-on-year; adjusted net profit around 157 million yuan [3] - **Gross Margin**: 40.05%, an increase of 1.6 percentage points from the previous year [3][23] - **Sales Expenses**: Increased by 17%, accounting for 5.4% of sales revenue [3] - **R&D Expenses**: Increased by 26%, accounting for 9.58% of sales revenue [3][28] Growth Drivers - **Key Growth Areas**: NEVs and financial end devices [4] - **International Expansion**: Plans to increase overseas revenue contribution to 40-50% in the medium to long term, with production lines in Thailand expected to reach mass production by the end of 2025 [4][17][19] Product Development - **Data Center Applications**: Significant focus on UPS and HVDC products, with expectations for increased demand as data centers transition to higher voltage systems [2][7] - **Microelectronics**: Establishment of a microelectronics division focusing on IFOS-related products, despite challenges in wafer processing [4][26][27] Market Trends and Future Outlook Market Dynamics - **High Voltage Transition**: Shift from 400V to 800V platforms in the automotive sector, with many new vehicles adopting the 800V standard [5][10] - **Data Center Growth**: Anticipated significant potential in the data center sector, paralleling trends in the automotive industry [9][10] Strategic Initiatives - **Market Share Goals**: Plans to increase market share and explore new product demands, particularly in the energy storage sector [14][18] - **Focus on High Voltage Products**: Expected performance improvements in gross margins as high voltage product iterations progress [11][24] Challenges and Responses - **Market Fluctuations**: Addressing potential impacts from installation rushes in the wind-solar sector, with expectations for stable performance despite market dynamics [12][22] Additional Insights Customer Base and Partnerships - **Client Expansion**: Ongoing efforts to strengthen relationships with data center clients and expand into high voltage applications [7][12][21] - **Collaboration with Major Clients**: Partnerships with companies like Delta and Veida in the data center sector [7][21] Future Projections - **Overall Demand Outlook**: Anticipated growth in demand across all sectors for the second half of 2025, with a focus on maintaining stable growth [22] - **Long-term Vision**: Aim to become the leading global player in the fuse industry, with a strong emphasis on both automotive and energy sectors [15][18]

证券代码：301031 证券简称：中熔电气 公告编号：2025-089 | 股东 | 减持方式 | 减持时间 | 减持均价 | 减持股份数量 | 减持占总股本 | | --- | --- | --- | --- | --- | --- | | 姓名 | | | （元/股） | （股） | 比例 | | 王伟 | 大宗交易 | 2025 年 9 月 3 日 | 82.59 | 444,000 | 0.4528% | | | | 合计 | | 444,000 | 0.4528% | 注：总股本以 98,322,480 股剔除回购账户 261,600 股之后 98,060,880 股计算，计算过程中 四舍五入保留四位小数。 西安中熔电气股份有限公司 关于董事股份减持计划实施完毕的公告 董事王伟先生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： 西安中熔电气股份有限公司（以下简称"公司"或"中熔电气"）于 2025 年 8 月 2 日在巨潮资讯网（www.cninfo.com.cn）上披露了《关于部分持 ...

Summary of Key Points Core Viewpoint - The latest financing balance of the ChiNext market is 472.64 billion yuan, with a week-on-week increase of 2.17 billion yuan, indicating a positive trend in market financing activity [1]. Financing Balance Overview - The total margin balance for ChiNext stocks reached 474.22 billion yuan, an increase of 2.17 billion yuan from the previous trading day, with a financing balance of 472.64 billion yuan [1]. - Among the 403 ChiNext stocks, 24 saw their financing balances increase by over 10%, with the largest increase recorded by Shanke Intelligent at 1.22 billion yuan, reflecting a 26.01% rise [1][3]. - The average increase for stocks with over 10% growth in financing balance was 2.40%, with notable performers including Sunshine Power, Baipu Sais, and Zhongji Xuchuang, which rose by 15.30%, 12.10%, and 10.99% respectively [1][3]. Fund Flow Analysis - On September 3, 20 stocks with increased financing balances experienced net inflows of main funds, with Sunshine Power and Zhongji Xuchuang leading at 1.167 billion yuan and 1.061 billion yuan respectively [2]. - Conversely, four stocks experienced net outflows, with the highest being Xiaocheng Technology at 70.76 million yuan [2]. Stocks with Increased Financing Balance - Key stocks with significant increases in financing balance include: - Shanke Intelligent: 121.65 million yuan, +26.01%, closing at 30.00 yuan, +2.11% [3]. - Zhongrong Electric: 258.52 million yuan, +23.36%, closing at 110.30 yuan, +6.85% [3]. - Yipin Hong: 307.25 million yuan, +17.86%, closing at 72.79 yuan, +1.29% [3]. Stocks with Decreased Financing Balance - A total of 540 stocks saw a decrease in financing balance, with 22 stocks declining by over 10%. The largest decrease was for Minbao Optoelectronics, which fell by 25.17% to 70.76 million yuan [4][5]. - Other notable declines included Jialian Technology and Songyuan Safety, with decreases of 21.86% and 18.47% respectively [5].