Core Insights - The automotive parts sector experienced a rise of 1.92% on August 15, with Chuanhuan Technology leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] Automotive Parts Sector Performance - Chuanhuan Technology (300547) saw a closing price of 48.48, with a significant increase of 20.00% and a trading volume of 414,600 shares, amounting to a transaction value of 1.887 billion [1] - Other notable performers included: - Sulian Co., Ltd. (301397) with a closing price of 46.50, up 15.73% [1] - Fusa Technology (301529) at 82.21, up 15.67% [1] - Yihua Zui'ao (301022) at 46.32, up 11.13% [1] - Dengyun Co., Ltd. (002715) at 18.47, up 10.01% [1] - Feilong Co., Ltd. (002536) at 29.62, up 9.99% [1] - Tenglong Co., Ltd. (603158) at 11.25, up 9.97% [1] - Aofu Technology (688021) at 20.88, up 9.89% [1] - Lintai New Materials (920106) at 111.40, up 9.57% [1] - Maidian Electric Control (688667) at 66.70, up 8.81% [1] Fund Flow Analysis - The automotive parts sector experienced a net outflow of 858 million from institutional investors, while retail investors contributed a net inflow of 2.236 billion [2]

Investment Rating - The industry rating is "Outperform the Market" [4] Core Insights - The hydrogen energy index closed at 2322.90 points as of August 8, 2025, with a weekly increase of 3.68% and a year-to-date increase of 30.73% [9][10] - The number of successful bids for electrolyzer projects has increased, and the hydrogen heavy-duty truck has made significant progress, with a 400kW fuel cell hydrogen truck entering the testing phase [36] Summary by Sections 1. Hydrogen Industry Market Performance - The hydrogen energy index has shown an upward trend, ranking 29th among Shenwan secondary industries as of August 8, 2025 [9] - The top five companies in the hydrogen energy sector for weekly gains were Huaguang Huaneng (46.75%), Koweir (39.81%), Sulian Co. (31.25%), ST Diweixun (30.77%), and Chunhui Zhikong (23.31%) [14] 2. Hydrogen Industry Data Review 2.1 Electrolyzer Data Review - A total of 5 successful bids for hydrogen projects were recorded this week, including 3 for electrolyzers, with a total hydrogen production capacity of 3 Nm³/h [16] - New bidding projects for electrolyzers include a total scale of 55 MW and a hydrogen production capacity of 11,000 Nm³/h [18] 2.2 FCV Related Data Review - In July 2025, the production of fuel cell vehicles (FCVs) increased by 21.81% month-on-month, with 229 new units produced [19] - Cumulative production of FCVs reached 1,593 units in the first seven months of 2025, a year-on-year decrease of 54.47% [19] 3. Industry Dynamics and Company Updates 3.1 Industry Dynamics - A 50,000-ton wind-solar green electricity hydrogen liquefaction project has been approved [31] - The world's first 30MW pure hydrogen gas turbine demonstration project has officially started construction [31] 3.2 Hydrogen Company Dynamics - The 400kW fuel cell hydrogen heavy-duty truck developed by Rongcheng New Energy has completed integration and entered the testing phase [34] - Tianhe Yuan Hydrogen's MW-level container hydrogen production equipment has been shipped to Europe for demonstration [34]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问，UQD在内的各类相关零部件，向相关客户推广 的进度如何？预计什么时候能够量产供货？ 溯联股份（301397.SZ）8月13日在投资者互动平台表示，公司已完成UQD产品核心性能测试验证，目 前正重点研发配套液冷组件及独立系统化性能解决方案，并已面向目标客户开展推广。 ...

Core Insights - The company has completed the core performance testing and validation of its UQD products [1] - The company is currently focusing on the development of supporting liquid cooling components and independent system performance solutions [1] - The company has begun promoting these solutions to target customers [1]

Group 1 - The stock price of Su Lian Co., Ltd. was reported at 40.01 yuan as of August 11, 2025, with a decrease of 0.98 yuan, representing a decline of 2.39% from the previous trading day [1] - The stock opened at 42.01 yuan, reached a high of 43.98 yuan, and a low of 39.04 yuan, with a trading volume of 146,000 hands and a total transaction amount of 596 million yuan, showing a fluctuation of 12.05% [1] - The company specializes in automotive parts manufacturing, with its products widely used in the complete vehicle supply chain, and is registered in Chongqing [1] Group 2 - On August 11, the stock experienced multiple rapid fluctuations, including a drop of over 2% within 5 minutes at 9:35 AM, followed by a rebound of over 2% within 5 minutes at 9:42 AM, with transaction amounts of 157 million yuan and 222 million yuan respectively [1] - On the same day, the net outflow of main funds was 15.79 million yuan, accounting for 0.56% of the circulating market value, while the cumulative net inflow over the past five trading days was 12.76 million yuan, representing 0.45% of the circulating market value [1]

Investment Rating - The industry investment rating is Neutral [8] Core Insights - AI liquid cooling is transitioning from an optional to a necessary solution, with demand expected to drive rapid growth in market space and penetration rates [8] - The acceleration of ASIC layouts and the increase in domestic computing cluster scale will open new growth opportunities for the liquid cooling market [8] - The overseas supply gap in liquid cooling will provide opportunities for domestic suppliers to expand internationally, with expectations of moving from component supply to modular and integrated solutions [8] - The AI liquid cooling sector has high barriers to entry and significant value, suggesting a favorable competitive landscape and profitability in the medium to long term [8] Summary by Sections Liquid Cooling Market Dynamics - The demand for AI computing centers is driving the need for high-density GPU clusters, leading to a shift towards liquid cooling solutions [8] - Major cloud service providers are accelerating the development of customized ASICs and integrating liquid cooling solutions [8] Investment Recommendations - Suggested companies to watch include: - Yinvik (002837, Not Rated) - Yinlun (002126, Buy) - Feilong (002536, Not Rated) - Chuanhuan Technology (300547, Not Rated) - Xiangxin Technology (002965, Not Rated) - Sulian Technology (301397, Not Rated) - Zhongding (000887, Not Rated) [3]

溯联股份最新一期业绩显示，截至2025一季报，公司营业总收入3.39亿元、同比增长47.22%，归属净利 润3351.22万元，同比增长3.08%，扣非净利润3268.69万元，同比增长5.69%，流动比率2.933、速动比率 2.350、资产负债率23.16%。 资金流向方面，今日主力资金净流入4913.70万元，占比成交额7.78%。其中，超大单净流入5546.13万 元、占成交额8.79%，大单净流出632.44万元、占成交额1.0%，中单净流出流出1158.51万元、占成交额 1.84%，小单净流出3755.19万元、占成交额5.95%。 天眼查商业履历信息显示，重庆溯联塑胶股份有限公司，成立于1999年，位于重庆市，是一家以从事汽 车制造业为主的企业。企业注册资本11994.2266万人民币，实缴资本5640万人民币。公司法定代表人为 韩宗俊。 金融界消息 截至2025年8月6日收盘，溯联股份（301397）报收于36.21元，上涨13.83%，换手率 24.81%，成交量17.55万手，成交金额6.31亿元。 通过天眼查大数据分析，重庆溯联塑胶股份有限公司共对外投资了7家企业，参与招投标项目5次， ...

公司发布的一季报数据显示，一季度公司共实现营业收入3.39亿元，同比增长47.22%，实现净利润 3351.22万元，同比增长3.08%，基本每股收益为0.2800元，加权平均净资产收益率1.71%。（数据宝） 证券时报·数据宝统计显示，溯联股份所属的汽车行业，目前整体跌幅为0.07%，行业内，目前股价上涨 的有84只，涨幅居前的有飞龙股份、溯联股份、湖南天雁等，涨幅分别为9.99%、6.92%、6.90%。股价 下跌的有195只，跌幅居前的有捷众科技、飞乐音响、豪恩汽电等，跌幅分别为6.13%、4.37%、 3.29%。 两融数据显示，该股最新（8月5日）两融余额为2.07亿元，其中，融资余额为2.07亿元，近10日增加 1518.67万元，环比增长7.92%。 公司8月4日在交易所互动平台披露，截至最新（7月31日）股东户数为11231户，较上期（7月20日）增 加112户，环比增长1.01%。 溯联股份股价创出历史新高，截至9:32，该股上涨6.92%，股价报34.01元，成交量186.38万股，成交金 额6206.71万元，换手率2.63%，该股最新A股总市值达52.94亿元，该股A股流通市值24.0 ...

Company Overview - The stock price of Su Lian Co., Ltd. is reported at 31.20 yuan as of August 4, 2025, reflecting a decrease of 0.10% from the previous trading day [1] - The opening price for the day was 30.81 yuan, with a high of 31.38 yuan and a low of 30.51 yuan, resulting in a trading volume of 36,000 hands and a transaction value of 111 million yuan [1] Business Operations - Su Lian Co., Ltd. specializes in the manufacturing of automotive components, including core parts such as automotive thermal management systems [1] - The company operates within the automotive parts industry and is also involved in the new energy vehicle sector [1] Shareholder Information - As of July 31, 2025, the number of shareholders increased by 1.01% to 11,200 [1] - The average number of shares held per shareholder decreased to 6,298 shares, with an average market value of 193,400 yuan, which is below the automotive industry average of 314,500 yuan [1] Capital Flow - On August 4, 2025, the net inflow of main funds was 8.73 million yuan, with a cumulative net inflow of 10.55 million yuan over the past five days [1]

证券代码：301397 证券简称：溯联股份 公告编号：2025-030 重庆溯联塑胶股份有限公司 2024 年年度权益分派实施公告 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。 1、重庆溯联塑胶股份有限公司（以下简称"公司"或"本公司"）自本次利润分配 预案公布后至本公告披露期间，因公司 2025 年限制性股票激励计划第一类限制性股票首 次授予登记完成，公司回购专用证券账户持有股份由 1,103,490 股减少至 873,490 股。根 据《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定，回购专 用证券账户股份不享有本次利润分配权利。故本次实际参与权益分派的股本为现有总股 本 119,942,266 股扣除回购专用证券账户中持有股份 873,490 股后的股本 119,068,776 股， 即本次权益分派将以此股本为基数，向全体股东每 10 股派 8.00 元人民币（含税），实际 派发现金分红总额 95,255,020.80 元（含税），同时以资本公积金向全体股东每 10 股转增 3 股，合计转增 35,720,632 股，转增后公司总 ...