溯联股份称，公司在智能算力液冷与电池系统热管理均有重点客户的突破和交付。项目建成后，将显著 提升公司智能算力液冷与电池系统部件的产能，为AI算力服务器、GPU、CPU等高发热芯片提供定制化 液冷解决方案，并具备快速迭代与规模交付能力；产品方面，公司已完成相关核心产品的开发和验证， 满足数据中心及电池系统灵活部署与运维需求。 该项目的顺利推进，有助于公司进入头部智能算力液冷及电池系统热管理供应链，并与国内主流服务器 及电池系统集成商深化系统级合作，成为国内领先的智能算力液冷及电池热管理系统提供商。(郑渝川) 10月27日晚间，溯联股份（301397）公布三季报，前三季度，公司实现营业收入10.02亿元，同比增长 19.44%；归母净利润1.01亿元，同比减少6.67%；公司经营活动产生的现金流量净额1.83亿元，同比大 增725.11%。 同日，公司发布公告称，拟与重庆市江北区人民政府签署《投资协议》，以自有资金及自筹资金在该区 投资2.01亿元，建设智能算力液冷研发中心及电池热管理系统研发生产基地。该项目地块净用地面积约 40.27亩，建设周期约24个月，建成竣工投产后四年内达产。 本项目建设主要包括两方面内 ...

Company Announcements - Tongfu Microelectronics reported a net profit growth of 95.08% in Q3, with revenue of 7.08 billion yuan, up 17.94% year-on-year [1] - Guizhou Moutai's chairman Zhang Deqin resigned, with Chen Hua recommended as the new chairman [3] - Victory Shares is planning to acquire gas-related assets controlled by its major shareholder, leading to a stock suspension [3] - Northern Rare Earth's net profit increased by 280% in the first three quarters, driven by higher sales volume [5] - China Nuclear Engineering signed contracts for the construction of the Haiyang Nuclear Power Units 5 and 6 [5] - Kingsoft Office's net profit grew by 35.42% in Q3, with WPS 365 revenue increasing by 71.61% [6] - Postal Savings Bank received approval to establish a financial asset investment company with a registered capital of 10 billion yuan [8] - West Mining's subsidiary won exploration rights for a copper polymetallic mine for 8.609 billion yuan [4] Financial Performance - High德红外 reported a net profit increase of 1059% in Q3, with revenue of 1.134 billion yuan, up 71.07% year-on-year [17] - Purtai's net profit grew by 69% in Q3, supported by strong demand in the power and energy storage battery markets [18] - Yubo Technology's net profit surged by 384% in the first three quarters, driven by rapid growth in AIDC market orders [14] - Sichuan Gold's net profit increased by 184% in Q3, attributed to rising gold prices [16] - Hailey Wind Power's net profit skyrocketed by 779% in Q3, with revenue up 134.73% [7] - Huazhi Technology's net profit rose by 51% in Q3, mainly due to business expansion [5] Strategic Investments - Zhenyu Technology plans to invest 2.11 billion yuan in humanoid robot precision module and component projects [9] - China Aluminum's subsidiary plans to invest 500 million yuan in Yunnan Aluminum Foil [20] - Zhongfu Industrial intends to invest 356 million yuan in a new energy aluminum foil project [19] - Kaishan Group signed contracts for an 800 million USD green ammonia project in Kenya [19]

证券代码：301397 证券简称：溯联股份 公告编号：2025-053 重庆溯联塑胶股份有限公司 3、本次投资是公司基于当前市场环境、公司战略规划等做出的决策，受宏观 环境、行业政策、市场和技术变化、融资及信贷政策等外部因素及公司内部管理、 建设资金筹措等因素综合影响，可能导致公司投资计划不及预期。 4、本次投资所涉项目的投资金额、建设周期等数值均为计划数或预估数，存 在不确定性，不代表公司对未来业绩的预测，亦不构成对股东的业绩承诺。公司郑 重提示投资者理性投资，敬请注意投资风险。 一、对外投资概述 公司于 2025 年 10 月 27 日召开第四届董事会第二次会议，审议通过了《关于 公司与重庆市江北区人民政府签署投资协议的议案》，同意公司与重庆市江北区人 民政府签署《投资协议》，在重庆市江北区投资人民币 2.01 亿元，建设智能算力 液冷研发中心及电池热管理系统研发生产基地。同时，董事会同意授权公司管理层 或其授权人士在投资预算范围内全权办理包括但不限于签署《投资合同》、办理项 目备案、购买土地使用权等实施本项目有关的全部事宜。 根据《深圳证券交易所创业板股票上市规则》《重庆溯联塑胶股份有限公司章 程》等有 ...

证券代码：301397 证券简称：溯联股份 公告编号：2025-052 重庆溯联塑胶股份有限公司 第四届董事会第二次会议决议公告 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、董事会会议召开情况 根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板 上市公司规范运作》等法律法规和规范性文件以及《重庆溯联塑胶股份有限公司章 程》等相关规定，重庆溯联塑胶股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开了第四届董事会第二次会议，本次会议以现场结合通讯方式召开，会 议通知于 2025 年 10 月 17 日以电话、邮件或直接送达方式送达全体董事。本次会 议应出席董事 9 人，实际出席董事 9 人（其中：以通讯表决方式出席会议的董事 3 人，分别为韩啸（小）先生、徐梓净先生、曹洪先生），会议由董事长韩宗俊先生 主持，高级管理人员列席。本次会议的出席人数、召开程序、议事内容均符合有关 法律、法规、规章和《公司章程》的规定，会议合法有效。 二、董事会会 ...

每经AI快讯，10月27日，溯联股份（301397）(301397.SZ)公告称，公司拟与重庆市江北区人民政府签 署《投资协议》，以自有资金及自筹资金在重庆市江北区投资2.01亿元，建设智能算力液冷研发中心及 电池热管理系统研发生产基地。 ...

重庆溯联塑胶股份有限公司 2025 年第三季度报告 证券代码：301397 证券简称：溯联股份 公告编号：2025-051 重庆溯联塑胶股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年 | 年初至报告期末 | 年初至报告期末 | | --- | --- | --- | --- | --- | | | | 同期增减 | | 比上年同期增减 | | 营业收入（元） | 333,369,830.11 | 7.72% | 1,001,560,473.92 | 19.44% | | 归属于上市公司股东的净利 ...

溯联股份（301397.SZ）10月16日在投资者互动平台表示，尊敬的投资者，您好！有关公司与液冷行业 客户合作的情况目前尚处于保密阶段。 （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：领导你好，公司在液冷领域和台达（delta）有对接和合 作吗？ ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

格隆汇10月13日丨溯联股份(301397.SZ)在投资者互动平台表示，公司液冷业务相关的产品认证、业务 联系、技术交流以及客户推广等工作均有序推进中。公司和行业部分知名台资企业有业务接触。 ...

Core Viewpoint - The company, Sulian Co., Ltd. (溯联股份), is actively engaged in the development of thermal management systems for power battery packs, particularly in response to the increasing demands of solid-state battery technology [1] Group 1: Company Overview - Sulian Co., Ltd. focuses on products used in the thermal management systems of power battery packs [1] - The design of solid-state battery packs is similar to existing products, but solid-state batteries require higher temperature control due to their operational characteristics [1] Group 2: Industry Context - The company has initiated preliminary technical research to meet the higher temperature control requirements associated with solid-state batteries [1] - Major domestic battery manufacturers, including CATL (宁德时代) and Guoxuan High-Tech (国轩高科), are significant clients of the company [1]