鑫磊压缩机股份有限公司（证券简称：鑫磊股份；证券代码：301317，以下简 称"公司"）的股票交易价格连续2个交易日（2025年5月13日、2025年5月14日）收 盘价格涨幅偏离值超过30%，连续2个交易日涨幅偏离值累计达到 30.16 %。根据深圳 证券交易所的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票异常波动情况，公司董事会就相关事项进行了自查，并通过书面 问询方式对公司控股股东及实际控制人进行核实，现将有关情况说明如下: 证券代码：301317 证券简称：鑫磊股份 公告编号：2025-026 鑫磊压缩机股份有限公司 关于股票交易异常波动的公告 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、股票交易异常波动的具体情况 1、公司前期披露的信息未发现需要更正、补充之处； 2、近期公司未发现公共传媒报道了与公司相关且市场关注度较高的信息； 3、近期公司经营情况正常，主营业务未发生变化，内外部经营环境未发生重大 变化； 1、经自查，公司不存在违反信息公平披露的情形。 2、公司于2025年4月23日披露了《2024年年度 ...

鑫磊股份今日上涨8.62%，全天换手率61.73%，成交额11.14亿元，振幅26.00%。龙虎榜数据显示，机构 净买入20.90万元，营业部席位合计净卖出1990.57万元。 深交所公开信息显示，当日该股因日换手率达61.73%上榜，机构专用席位净买入20.90万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.91亿元，其中，买入成交额为8555.81 万元，卖出成交额为1.05亿元，合计净卖出1969.67万元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即买二、卖三，买入金额1760.27万元， 卖出金额1739.37万元，合计净买入20.90万元。 资金流向方面，今日该股主力资金净流出1500.90万元，其中，特大单净流出959.36万元，大单资金净流 出541.54万元。近5日主力资金净流入2480.40万元。（数据宝） 鑫磊股份5月14日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 长江证券股份有限公司武汉彭刘杨路证券营业部 | 2604.50 | 4 ...

Market Overview - As of May 14, the Shanghai Composite Index closed at 3403.95 points, up 29.08 points, with a gain of 0.86% [1] - The Shenzhen Component Index closed at 10354.22 points, up 66.14 points, with a gain of 0.64% [1] - The ChiNext Index closed at 2083.14 points, up 20.88 points, with a gain of 1.01% [1] High Turnover Stocks - A total of 113 A-shares had a turnover rate exceeding 20% on May 14, indicating significant trading activity [1] - Notable stocks with high turnover rates include: - Huaguang Yuanhai (证券代码: 872351) with a turnover rate of 62.71% and a price increase of 30.00% [1] - Xinlei Co., Ltd. (证券代码: 301317) with a turnover rate of 61.73% and a price increase of 8.62% [1] - Huafang Co., Ltd. (证券代码: 600448) with a turnover rate of 56.17% and a price increase of 6.43% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Hongqiang Co., Ltd. (证券代码: 002809) with a turnover rate of 53.74% and a price increase of 3.84% [1] - Changhua Chemical (证券代码: 301518) with a turnover rate of 53.66% and a price increase of 6.99% [1] - Qingdao Jinwang (证券代码: 002094) with a turnover rate of 52.89% and a price increase of 10.06% [1] Summary of Turnover Rates - The data indicates a trend of increased trading activity in the market, with several stocks experiencing significant price movements alongside high turnover rates [1][2][3][4]

Core Viewpoint - The A-share market is experiencing a surge in interest for magnetic levitation compressor concept stocks, driven by strong demand from China's data center sector and technological advancements in the industry [2][10]. Group 1: Market Dynamics - Danfoss, a global leader in magnetic levitation compressors, forecasts that demand for these compressors in China's data centers will at least double over the next three years [2]. - In 2024, Danfoss expects a threefold increase in its data center-related business in China, with a projected growth rate of around 50% in 2025 [2]. - The stock of Xilei Co., Ltd. (301317.SZ) surged over 67% from May 8 to May 13, 2023, and continued to rise, reaching a new historical high [2]. Group 2: Company Innovations and Performance - Xilei Co., Ltd. specializes in the research, manufacturing, and sales of air compressors and has seen a rapid increase in patent applications, nearing 600 by the end of 2024, a nearly fourfold increase since 2020 [5][9]. - The company has developed advanced technologies for its magnetic levitation compressors, achieving high reliability and energy efficiency, with an IPLV of 10.5, exceeding national standards by 23.5% [5]. - Despite revenue growth over the past three years, Xilei's net profit has declined, with a reported net loss of 21.31 million yuan in the first quarter of 2025, marking the largest quarterly loss since its listing [5][9]. Group 3: Industry Opportunities - The magnetic levitation compressor industry is poised for significant growth, supported by government policies and increasing demand from data centers [10]. - The Ministry of Industry and Information Technology has mandated a 15% efficiency improvement for compressors in key industries by 2025, positioning magnetic levitation products as a preferred solution due to their energy-saving capabilities [10]. - The penetration rate of magnetic levitation compressors in data centers is rapidly increasing, with a year-on-year doubling of shipments expected in the fourth quarter of 2024 [10]. Group 4: Competitive Landscape - Currently, Danfoss holds a 70% share of the global market for magnetic levitation compressors, indicating a clear opportunity for domestic companies to capture market share through technological advancements and capacity expansion [11].

Financial Performance - In 2024, the company's revenue increased by 19.12%, while net profit decreased by 15.43% due to rising costs and intensified market competition [2] - Operating cash flow net amount decreased by 1317.47% compared to 2023, primarily due to increased cash payments for goods and services [3] - Q4 revenue grew by 69.40% quarter-on-quarter but declined by 24.36% year-on-year, attributed to high base effects from the previous year [3] Research and Development - R&D expenses increased by 36.75% in 2024, focusing on new product development and technological innovation [2] - In 2025, R&D will concentrate on magnetic levitation control algorithms and high-temperature heat pump technology [3][4] - The company holds 330 domestic and international patents, including 57 invention patents, showcasing its strong R&D capabilities [4] Product and Market Development - The HVAC segment's revenue grew by 35.26%, driven by new product sales, including air-source heat pumps and magnetic levitation centrifugal chillers [3] - HVAC equipment revenue accounted for 27.58% of total revenue in 2024, with a focus on diverse applications across various industries [5] - The company aims to expand its HVAC product offerings in data centers, hospitals, and agriculture by 2025 [4] International Market Strategy - In 2024, overseas revenue accounted for approximately 35%, with strategies to strengthen the European market through localized services and customized products [3] - The company plans to accelerate expansion into Southeast Asia and the Middle East [3] Shareholder Returns and Value Management - The proposed profit distribution for 2024 includes a cash dividend of 3 RMB per 10 shares, pending approval at the annual shareholder meeting [6] - The company has distributed a total of 138,718,293 RMB in cash dividends over the past three years, emphasizing its commitment to shareholder returns [7] - Future value management strategies will include mergers and acquisitions, equity incentives, and share buybacks, with a focus on maintaining consistent communication with investors [7]

Market Performance - The ChiNext Index rose by 2.63%, closing at 2064.71 points, with a total trading volume of 368.156 billion yuan, an increase of 32.124 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 1172 stocks closed higher, with 25 stocks rising over 10%, including Kunshan Intelligent, Tuosida, and Hengerd [1] - The average turnover rate for the ChiNext today was 3.77%, with 27 stocks having a turnover rate exceeding 20% [1] Stock Highlights - The stock with the highest turnover rate was Honggong Technology, which closed up 18.55% with a turnover rate of 59.37% and a trading volume of 0.557 billion yuan [1] - Other notable stocks with high turnover rates included Xinlei Co. (down 2.75%, turnover rate 54.07%), Huawu Co. (up 9.64%, turnover rate 47.07%), and Weier Gao (up 13.41%, turnover rate 32.07%) [1][2] Institutional Activity - Among the high turnover stocks, 7 were listed on the Dragon and Tiger List, with institutional participation noted in 4 stocks [2] - Xinlei Co. saw a net institutional purchase of 36.5017 million yuan, while Weier Gao and Huawu Co. had net purchases of 17.3507 million yuan and 11.6516 million yuan, respectively [2] Capital Flow - In terms of capital flow, 20 high turnover stocks experienced net inflows, with Tuosida, Morning Star Aviation, and Kunshan Intelligent leading with net inflows of 830 million yuan, 193 million yuan, and 99.8044 million yuan, respectively [3] - Conversely, stocks like Kela Software, Jiuzhou Group, and Wan Shili saw significant net outflows, with amounts of 123 million yuan, 60.7558 million yuan, and 58.6408 million yuan, respectively [3] Earnings Forecast - Among the high turnover stocks, only one disclosed a half-year earnings forecast, with Zhongjie Automobile expecting a net profit of 48 million yuan, representing a year-on-year increase of 4.72% [3]

Market Performance - The ChiNext Index fell by 0.87%, closing at 2011.77 points, with a total trading volume of 336.03 billion yuan, a decrease of 39.79 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 190 stocks closed higher, with 5 stocks hitting the daily limit up, while 1164 stocks closed lower, with 2 stocks declining over 10% [1] Turnover Rate - The average turnover rate for the ChiNext today was 3.72%, with 26 stocks having a turnover rate exceeding 20% [1] - The stock with the highest turnover rate was Xinlei Co., which closed up by 19.82% with a turnover rate of 65.89% and a trading volume of 0.941 billion yuan [1] Sector Analysis - In terms of sector performance, the mechanical equipment sector had the most stocks with a turnover rate exceeding 20%, followed by the defense and military industry and basic chemicals, each with 4 stocks [2] Institutional Activity - Among the high turnover stocks, 5 were listed on the Dragon and Tiger List, with institutional participation noted in 4 of them [2] - Jiuzhou Group saw a net institutional buy of 3.7684 million yuan, while Huawu Co. experienced a net institutional sell of 12.621 million yuan [2] Capital Flow - In the high turnover stocks, 9 experienced net inflows of main funds, with the highest inflows seen in Kela Software, Shuo Bei De, and Shaanxi Huada, amounting to 513 million yuan, 86.83 million yuan, and 60.29 million yuan respectively [3] - Conversely, Tianyuan Dike, Huawu Co., and Jinlong Electromechanical had the largest net outflows, totaling 297 million yuan, 282 million yuan, and 115 million yuan respectively [3] Earnings Forecast - Among the high turnover stocks, only one stock announced a performance forecast for the first half of the year, with a projected net profit increase of 4.72% for Zhongjie Automobile [3]

鑫磊股份今日上涨19.82%，全天换手率65.89%，成交额9.41亿元，振幅8.23%。龙虎榜数据显示，营业 部席位合计净卖出1.19亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达19.82%、日换手率达65.89%上榜，营业部席位合计 净卖出1.19亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.74亿元，其中，买入成交额为7744.26 万元，卖出成交额为1.97亿元，合计净卖出1.19亿元。 具体来看，今日上榜营业部中，第一大买入营业部为中国银河证券股份有限公司大连人民路证券营业 部，买入金额为1770.25万元，第一大卖出营业部为国元证券股份有限公司台州世纪大道证券营业部， 卖出金额为5837.99万元。 资金流向方面，今日该股主力资金净流出5069.16万元，其中，特大单净流出3523.51万元，大单资金净 流出1545.65万元。近5日主力资金净流出2210.78万元。（数据宝） 鑫磊股份5月9日交易公开信息 | 买/卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中国银河证券股份 ...

Group 1: Stock Performance and Announcements - Xinglei Co., Ltd. (鑫磊股份) experienced a significant stock increase, with a cumulative rise of 43.6% over two trading days, reaching a historical high [2][4] - Chunguang Technology (春光科技) achieved a four-day consecutive limit-up, with a total increase of 45.86% from April 30 to May 9, marking a three-year high [5][7] - Multiple ST stocks, including *ST Huawang, *ST Gengxing, and *ST Yedao, also saw limit-up trading, with cumulative price deviations exceeding 12% over three days [9] Group 2: Company Operations and Financials - Xinglei Co., Ltd. focuses on air dynamics technology, specializing in energy-efficient air compressors and blowers [4] - Chunguang Technology reported a revenue of 2.122 billion yuan in 2024, a year-on-year increase of 16.62%, but a net profit decline of 42.73% due to intense industry competition and falling product prices [8] - *ST Gengxing and *ST Yedao both face uncertainties regarding their ongoing operations, with negative net profits reported for the last three accounting years [10][11]

鑫磊压缩机股份有限公司 关于股票交易异常波动的公告 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、股票交易异常波动的具体情况 证券代码：301317 证券简称：鑫磊股份 公告编号：2025-024 4、公司、控股股东和实际控制人不存在关于本公司的应披露而未披露的重大事 项，或处于筹划阶段的重大事项； 5、在公司本次股票交易异常波动期间，公司控股股东及实际控制人不存在买卖 公司股票的情况； 6、不存在导致股票交易价格异常波动的重大信息或者重大风险事项。 鑫磊压缩机股份有限公司（证券简称：鑫磊股份；证券代码：301317，以下简 称"公司"）的股票交易价格连续两个交易日（2025年5月8日、2025年5月9日）收 盘价格涨幅偏离值累计超过30％，连续二个交易日涨幅偏离值累计43.60％。根据深 圳证券交易所的有关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票异常波动情况，公司董事会就相关事项进行了自查，并通过书面问 询方式对公司控股股东及实际控制人进行核实，现将有关情况说明如下: 1、公司前期披露的信息未发现需要更正、补充之处； ...