（文章来源：证券日报） 证券日报网讯 1月28日，溯联股份在互动平台回答投资者提问时表示，截至2026年1月20日，公司股东 人数为14885户。 ...

证券日报网讯1月22日，溯联股份（301397）在互动平台回答投资者提问时表示，公司控股子公司溯联 (重庆)智控技术有限公司已拥有"两相冷板"的技术储备，并于近期取得"一种双相循环冷却系统"的相关 专利。 ...

Group 1 - The company is currently in a critical stage of customer development and product validation in the liquid cooling server sector [1] - The company has entered the sample testing phase with some target customers and has completed the delivery of sample products to multiple clients, including well-known Taiwanese enterprises in the industry [1]

Core Viewpoint - The company, Su Lian Co., Ltd. (301397.SZ), currently does not have any products applied in the commercial aerospace sector [1] Group 1 - The company has communicated through an investor interaction platform regarding its current product applications [1]

Group 1 - The company currently does not have products applied in the commercial aerospace sector [1] - The company will continue to monitor cutting-edge technologies and market dynamics [1] - The company aims to enhance its research and development capabilities to expand future application scenarios for its products [1]

Core Viewpoint - The company, Sulian Co., Ltd. (301397.SZ), is actively engaged in the liquid cooling server business, primarily executed by its subsidiary, Sulian Zhikong [1] Group 1: Business Operations - The company's liquid cooling server business serves clients mainly from thermal management system integrators and server OEM/ODM [1] - Key clients include major global liquid cooling component manufacturers and a leading global ICT infrastructure and smart terminal provider, as well as major computing server manufacturers [1] Group 2: Market Development - The company is actively exploring opportunities in cloud services and chip design, in response to rapid market and technological developments [1]

格隆汇12月29日丨溯联股份(301397.SZ)在投资者互动平台表示，公司的液冷服务器相关业务主要由子 公司溯联智控执行。已开展业务的客户主要来自于热管理系统集成商以及服务器OEM/ODM，其中包括 全球主要的液冷组件厂和国内某全球领先的ICT（信息与通信）基础设施和智能终端提供商、主要算力 服务器制造商等。同时随着市场和技术的快速发展，公司也在积极开拓云服务以及芯片设计领域的相关 客户。 ...

Investment Summary - The automotive industry is benefiting from the acceleration of smart technology and the development of the robotics industry, with the parts sector outperforming the vehicle sector. From January 1 to December 12, 2025, the CITIC passenger car index fell by 0.40%, while the CITIC automotive parts index rose by 34.76%, indicating a significant difference in performance between the two sectors [4][18][25]. Group 1: 2025 Market Performance and Earnings Review - The automotive parts sector achieved a revenue of 7,541.60 billion yuan in the first three quarters of 2025, a year-on-year increase of 8.75%, and a net profit of 460.10 billion yuan, up 19.60% year-on-year [49]. - The passenger vehicle sector's revenue reached 15,203.16 billion yuan, growing by 8.68% year-on-year, while the net profit decreased by 15.72% to 391.90 billion yuan [31][49]. - The performance of passenger vehicle companies varied, with most showing revenue growth, but some, like BYD and Great Wall Motors, experienced profit declines [39][42]. Group 2: Outlook for 2026 - The automotive market in 2026 is expected to see a decline in policies, while exports and new energy vehicles (NEVs) will continue to rise. The "old-for-new" policy is anticipated to drive high growth in vehicle sales in 2025, but its absence in 2026 may lead to a demand shortfall [5][62][66]. - The penetration rate of NEVs is expected to continue increasing, with smart and high-end vehicles becoming new growth drivers. By 2025, the penetration rate of NEVs reached 46.7% [72][73]. - The L3 commercial application is expected to reach a critical point in 2026, with smart chassis technology anticipated to be applied in large quantities [5][6]. Group 3: Investment Strategy - The investment strategy focuses on the smart automotive sector, particularly as the industry transitions from L2 to L3 autonomous driving. Companies that continue to invest in this area are expected to benefit significantly [6][8]. - Recommended companies in the vehicle sector include SAIC Motor, Jianghuai Automobile, and Chery Automobile, which are positioned to leverage advancements in smart driving technology [6][8]. - In the parts sector, companies like Baolong Technology and Top Group are highlighted for their potential to benefit from the implementation of line control steering and braking systems, which are set to enter mass application in 2026 [8][49].

中银国际证券股份有限公司 本次培训内容为上市公司规范运作及信息披露相关事项，本次培训重点从募 集资金管理、股份减持规范、再融资政策等方面进行了讲解。 关于重庆溯联塑胶股份有限公司 持续督导的培训报告 根据《深圳证券交易所上市公司自律监管指引第 13 号——保荐业务》的 相关规定，保荐机构项目组成员于 2025 年 12 月 11 日对重庆溯联塑胶股份有限 公司（以下简称"公司"或"溯联股份"）到场的董事、高级管理人员、中层以 上管理人员及公司控股股东和实际控制人等相关人员进行了专门培训，并对未到 场的相关人员派发了相关培训资料，督促其认真学习培训内容，本次培训的具体 情况如下： 一、培训时间 2025 年 12 月 11 日 二、培训地点 重庆市江北区海尔路 899 号溯联股份会议室 三、培训内容 通过此次培训，溯联股份控股股东、实际控制人、董事、高级管理人员以及 中层以上管理人员等相关人员加深了对中国证券监督管理委员会和深圳证券交 易所相关法律、法规、相关业务规则的了解和认识，加强理解作为上市公司管理 人员在公司募集资金使用、股份减持规范等方面所应承担的责任和义务。此次培 训有助于进一步提升溯联股份的规范运 ...

证券日报网讯12月8日，溯联股份（301397）在互动平台回答投资者提问时表示，截至2025年11月28 日，公司股东人数为14012户。 ...