新能源汽车热管理
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盾安环境:新能源汽车热管理核心零部件板块在诸暨市、泰国均规划布局有新基地
Jin Rong Jie· 2026-01-08 01:02
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 财经频道更多独家策划、专家专栏,免费查阅>>责任编辑:栎树 有投资者在互动平台向盾安环境提问:"非常高兴看到公司泰国汽车热管理和热工基地开业,补齐了原 先只生产阀、管、罐的缺项! 国内50亿新基地动工,国外双基地开张,那么请问现在汽车热管理国内 生产基地是否已经满足不了市场需求?" 针对上述提问,盾安环境回应称:"尊敬的投资者,感谢您的关注!公司新能源汽车热管理核心零部件 板块在诸暨市、泰国均规划布局有新基地,旨在精准把握市场机遇,有效扩大产能,以更快响应客户需 求,全面提升产品竞争力。谢谢!" ...
三花智控涨4.74%,股价创历史新高
Zheng Quan Shi Bao Wang· 2025-12-31 02:34
(原标题:三花智控涨4.74%,股价创历史新高) 三花智控股价创出历史新高,截至9:56,该股上涨4.74%,股价报54.99元,成交量1.85亿股,成交金额 99.05亿元,换手率5.03%,该股最新A股总市值达2051.94亿元,该股A股流通市值2025.94亿元。 证券时报•数据宝统计显示,三花智控所属的家用电器行业,目前整体涨幅为0.08%,行业内,目前股价 上涨的有38只,涨幅居前的有*ST高斯、三花智控、天银机电等,涨幅分别为5.03%、4.74%、3.95%。 股价下跌的有61只,跌幅居前的有立达信、康盛股份、宏昌科技等,跌幅分别为4.10%、3.05%、 2.74%。 机构评级来看,近10日共有3家机构对该股进行评级,12月23日中金公司证券发布的研报给予公司目标 价为59.50元。 公司发布的三季报数据显示,前三季度公司共实现营业收入240.29亿元,同比增长16.86%,实现净利润 32.42亿元,同比增长40.85%,基本每股收益为0.8400元,加权平均净资产收益率13.67%。 12月23日公司发布2025年业绩预告,预计实现净利润38.74亿元至46.49亿元,同比变动区间为 25 ...
三花智控(002050):25年业绩预告点评:25Q4业绩表现亮眼,机器人业务放量在即:三花智控(002050):
Shenwan Hongyuan Securities· 2025-12-28 12:02
Investment Rating - The report maintains an "Outperform" investment rating for the company [6]. Core Insights - The company is expected to achieve a net profit attributable to shareholders of 38.74 billion to 46.49 billion yuan in 2025, representing a year-on-year growth of 25.00% to 50.00% [6]. - The fourth quarter of 2025 is projected to yield a net profit of 6.32 billion to 14.06 billion yuan, with a year-on-year change of -20.8% to +76.4% [6]. - The company is expected to continue solidifying its leading position in the refrigeration and air conditioning components business while leveraging growth opportunities in the automotive parts sector, particularly in the new energy vehicle thermal management market [6]. Financial Data and Profit Forecast - Total revenue is projected to reach 31.91 billion yuan in 2025, with a year-on-year growth rate of 14.2% [5]. - The net profit attributable to shareholders is forecasted at 4.25 billion yuan for 2025, reflecting a year-on-year increase of 37.2% [5]. - The earnings per share (EPS) is expected to be 1.01 yuan in 2025, with a projected gross margin of 28.2% [5]. - The return on equity (ROE) is anticipated to be 12.9% in 2025 [5]. Business Segment Performance - In the refrigeration parts segment, the company is expected to maintain revenue growth in line with the overall industry, driven by domestic demand and export opportunities [6]. - The new energy vehicle thermal management business is projected to continue its robust growth, supported by the company's leading market position [6].
“妖股”直击:N纳百川首日振幅达530.31%,专注新能源汽车热管理,覆盖宁德时代与蔚来等头部客户
Sou Hu Cai Jing· 2025-12-23 08:29
纳百川客户覆盖宁德时代、蔚来、理想、零跑、吉利、东风日产、奔驰、大众、奇瑞、赛力斯等国内外 主流主机厂和电池制造商。在储能热管理领域,纳百川进入宁德时代、中创新航、阳光电源等头部企业 的供应链体系。 纳百川本次募集资金投资于纳百川(滁州)新能源科技有限公司年产360万台套水冷板生产项目一期、补 充流动资金项目。 注:本文由AI根据市场公开信息生成,不构成投资建议,投资有风险,入市需谨慎。 来源:市场资讯 2025年12月23日14:47,N纳百川当前价格126.00元,开盘60.00元,最高180.00元,最低59.99元,成交量 18.78万手,成交额13.83亿元,振幅530.31%,换手率83.50%。 | 分时 | 五日 日K 周K 月K 5分 15分 30分 60分 | | | 五档盘口 | | 明细 | | --- | --- | --- | --- | --- | --- | --- | | 最新:116.18 涨跌额:93.55 涨跌幅:+413.39% | | 均价 : 73.85 2025-12-23 14:49 | | 委比 -75.41% | | 委差 -12.48 | | 180.0 ...
盘中涨近700%!新股N纳百川两次临停
Shang Hai Zheng Quan Bao· 2025-12-23 08:01
之后,深交所再发公告:"N纳百川"盘中成交价较开盘价首次上涨达到或超过60%,根据《深圳证券交易所交易规则》等有关规 定,深交所自今日14时13分43秒起对该证券实施临时停牌,于14时23分44秒复牌。 午后,新股N纳百川(301667)拉升,盘中一度涨近700%。截至收盘,涨幅回落至408%,报115元/股。 此前,该股盘中触发二次临停。午间,深交所公告,"N纳百川"盘中成交价较开盘价首次上涨达到或超过30%,根据《深圳证券交 易所交易规则》等有关规定,深交所自今日14时00分04秒起对该证券实施临时停牌,于14时10分05秒复牌。 2022年至2024年,公司研发费用从3406.96万元逐年提升至5411.17万元。截至2025年第一季度,公司已累计获得授权专利203项, 其中发明专利20项、实用新型专利183项,并形成了涵盖控温技术、轻量化技术、残值评估技术、设备工艺优化、自动化生产和质 量控制优化技术等核心技术体系。公司目前拥有浙江温州、安徽马鞍山、安徽滁州三处生产基地,超20万平方米生产场地。 12月23日,纳百川正式登陆深圳证券交易所创业板。本次公开发行股票2791.74万股,发行价格为每股22. ...
每天三分钟公告很轻松|天玑科技:公司及相关责任人涉嫌串通投标被提起诉讼;多家公司筹划控制权变更事项
Shang Hai Zheng Quan Bao· 2025-12-22 16:05
每天三分钟公告很轻松 三花智控披露业绩预告。公司预计2025年实现归属于上市公司股东的净利润38.74亿元—46.49亿元,比 上年同期增长25%—50%。 天玑科技(300245):公司及相关责任人涉嫌串通投标被提起诉讼;多家公司筹划控制权变更事项;三 花智控:2025年度净利润同比预增25%—50%;旭升集团:实控人拟变更为广州市人民政府 23日起复 牌;*ST东通:深交所决定终止公司股票上市交易;卓然股份:全资子公司签订40.33亿元重大订单协 议;聚和材料:筹划发行H股并在香港联交所上市;ST证通:公司股票12月24日起撤销其他风险警示; 南山铝业:拟斥资3亿至6亿元回购股份用于注销减少注册资本…… 今日看点 ▼ 聚焦一:天玑科技:公司及相关责任人涉嫌串通投标被提起诉讼 天玑科技:公司于近日收到上海市虹口区人民检察院送达的《起诉书》,上海市虹口区人民检察院以公 司及相关责任人涉嫌在一项目中串通投标提起诉讼。 公司表示,截至目前,公司生产经营正常,上述事件暂未对公司产生重大影响。公司将持续关注上述事 项的进展情况并及时履行信息披露义务。 ▼聚焦二:多家公司筹划控制权变更事项 毅昌科技:公司于2025年1 ...
A股公告精选 | 康恩贝(600572.SH)拟转让2%公司股份
智通财经网· 2025-12-22 12:13
Group 1 - Tongyu Communication's subsidiary Zhonghong Tongyu plans to introduce Wuhan Wuchuang Institute as an investor through a capital increase of 10 million yuan, raising its registered capital from 200 million yuan to 210 million yuan, and reducing Tongyu's shareholding from 90% to 85.7143% [1] - Sanli Pharmaceutical signed a technology transfer contract with Hainan University to acquire the patent rights for the HXW2324 compound, aimed at developing new Alzheimer's disease treatments, for a total price of 200 million yuan [2] - Ningbo Huaxiang's subsidiary signed a strategic cooperation agreement with Shenzhen Dahuang Robot Technology to enhance collaboration in the development and manufacturing of general humanoid robot dexterous hands [3] Group 2 - Dook Culture announced a potential change in control, leading to a temporary suspension of its stock trading starting December 22, 2025, to ensure fair information disclosure [4] - Nanya New Materials plans to raise no more than 900 million yuan through a private placement to fund AI-based high-frequency copper-clad laminate projects and supplement working capital [5] - Hexing Packaging's major shareholder reduced their stake by 700,000 shares during a period of stock price volatility, consistent with previously disclosed plans [6] Group 3 - Yongding Co. plans to increase capital and introduce external investors, including Cambridge Technology, with a total cash increase of 55 million yuan, resulting in a decrease in its shareholding in Dingxin Optoelectronics [7] - ChaoSheng Electronics intends to invest 1 billion yuan in a high-performance HDI printed circuit board expansion and upgrade project, expecting to add an annual production capacity of 240,000 square meters [8] - Lingyi ZhiZao signed an agreement to acquire 35% of the shares of Limin Da for 875 million yuan, gaining control over 52.78% of the voting rights in the company [10] Group 4 - Sanhua Intelligent Control forecasts a net profit of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year growth of 25% to 50% [11] - Aolian Electronics announced a potential change in control due to the planned transfer of shares by its major shareholder, leading to a temporary stock suspension starting December 22, 2025 [12]
12月22日晚间公告 | 三花智控预计全年净利润最高增五成;凌云光拟认购智谱IPO股份
Xuan Gu Bao· 2025-12-22 12:06
Suspension and Resumption - Duku Culture, Aolian Electronics, and Yichang Technology are planning a change in control, leading to stock suspension [1] - Xusheng Group's actual controller has changed to the Guangzhou Municipal Government, resulting in stock resumption [2] Share Buyback - Nanshan Aluminum plans to repurchase shares worth between 300 million to 600 million yuan for cancellation [3] Mergers and Acquisitions - China Nonferrous Metal Industry's subsidiary intends to acquire 99.9% of Raura Company for 106 million USD, with Raura's main assets being the Raura zinc polymetallic mine and a hydropower station in Peru [4] - Lingyi Technology plans to acquire 35% of Limin Da for 875 million yuan, focusing on advanced thermal management solutions for enterprise-level servers [4] External Investment and Daily Operations - Ultrasonic Electronics plans to invest 1 billion yuan in upgrading high-performance HDI printed circuit board production [5] - Nanya New Materials aims to raise no more than 900 million yuan for AI-powered high-frequency copper-clad laminate R&D and industrialization projects [6] - Lingyun Optical's subsidiary intends to act as a cornerstone investor in the IPO of Zhipu on the Hong Kong Stock Exchange [7] - Tongyu Communication's subsidiary plans to increase capital and introduce investors to enhance its satellite communication product development and operational funding [7] - Sanli Pharmaceutical intends to acquire the HXW2324 compound and related patents from Hainan University for developing new Alzheimer's treatment candidates [7] - Yongding Co., Ltd.'s optical chip subsidiary plans to increase capital and introduce external investors such as Cambridge Technology [8] - Xiangyu Medical's brain-computer interface products have entered over 500 top-tier hospitals, with a target of over 700 by the upcoming Spring Festival [9] - Dingyang Technology has released a 20 GHz high-bandwidth digital oscilloscope, the SDS8204A [10] - Suzhou Tianmai plans to establish a joint venture for server liquid cooling business [11] - Zhuoran Co., Ltd.'s subsidiary signed a supplementary agreement for a 4.033 billion yuan contract related to a biodegradable polyester project [11] - Ningbo Huaxiang's subsidiary signed a strategic cooperation agreement with Dahuang Robot for the development of specific six-degree-of-freedom dexterous hand products [12] - China Merchants Energy has delivered the world's first methanol dual-fuel VLCC oil tanker "Kaituo" in Dalian [13] - Xin Nuo Wei is establishing a joint venture focused on GLP-1 target-related products [14] - New Construction Co., Ltd. signed a framework cooperation agreement for an integrated energy security project at the Duolong Copper Mine in Tibet [15] - Xiechuang Data signed a strategic cooperation agreement with Puyin Financial Leasing, aiming for a cooperation scale of 2 billion yuan in computing power financing leasing [15] Performance Changes - Sanhua Intelligent Control expects a net profit of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year growth of 25% to 50%, driven by its leading position in refrigeration and air conditioning components and expansion in the automotive parts sector [16]
三花智控:预计2025年净利润同比增长25.00%
Xin Lang Cai Jing· 2025-12-22 11:09
三花智控公告,预计2025年度净利润为38.74亿元,同比增长25.00%。报告期内,公司持续巩固制冷空 调电器零部件业务的行业龙头地位,充分把握市场需求增长契机,叠加核心产品深厚的技术积淀与规模 化生产优势,驱动该业务实现持续增长。与此同时,公司依托全球新能源汽车热管理领域的领先市场布 局,借助标杆客户的示范效应持续拓展优质订单,进一步夯实汽车零部件业务的业绩增长动能。 ...
龙蟠科技:公司推出了第三代低电导率冷却液,能够更有效地帮助新能源汽车进行热管理
Zheng Quan Ri Bao Wang· 2025-12-17 12:42
Core Viewpoint - Longpan Technology (603906) has introduced a third-generation low conductivity coolant to meet the growing thermal management needs of new energy vehicles, enhancing their thermal management efficiency [1] Group 1: New Energy Vehicle Sector - The company has developed a third-generation low conductivity coolant specifically designed for the thermal management of new energy vehicles, addressing increasing market demand [1] Group 2: Data Center Sector - Longpan Technology has created a series of high-performance cooling liquids for data centers, including the efficient coolant D4082 for cold plate designs and D4008 for immersion cooling applications [1] - These cooling products are recognized in the market for their excellent conductivity, superior metal corrosion protection, and compatibility with non-metal materials [1]