2026年02月03日，冰轮环境披露接待调研公告，公司于02月03日接待睿远基金、东方证券自营、财通证 券、银河证券、申万证券等9家机构调研。 调研情况显示，冰轮环境致力于在能源和动力领域提供先进的系统解决方案和全生命周期服务，主要产 品形式为压缩机和换热装置，实施温控、增压等冷热能管理功能，覆盖-271℃-200℃温度区间。具体产 品包括螺杆式压缩机、离心式压缩机、吸收式制冷机、活塞式压缩机、涡旋式压缩机、工业热泵、储能 蓄能装置、真空冻干设备、速冻装置、换热设备、船用制冷设备、多联机等，广泛应用于商业制冷系 统、工业冷冻系统、商用舒适空调、工业特种空调等多个领域。 公司在数据中心液冷系统应用方面，旗下顿汉布什公司和冰轮换热技术公司为数据中心乃至液冷系统提 供一次侧冷源装备和热交换装置等冷却装备。顿汉布什公司已有131年历史，其"变频离心式冷水机 组"和"集成自然冷却功能的风冷螺杆冷水机组"两项产品入选工信部《国家绿色数据中心先进适用技术 产品目录》，已成功服务国家超级计算广州中心、中国移动贵州大数据中心等诸多项目。在核电领域， 公司聚焦核岛冷却、核能供热等核心场景，服务了红沿河、宁德、阳江等多个核电站，旗 ...

（文章来源：证券日报） 本报讯 （记者吴奕萱）当地时间2月2日，全球暖通空调行业盛会美国AHR（国际空调、供暖、制冷及 通风设备展览会）于拉斯维加斯开幕，宁波精达成形装备股份有限公司携6款制冷新装备亮相展会，产 品覆盖商用、家用及工业制冷领域的成形解决方案。 ...

Core Viewpoint - Nanjing Diweier High-end Manufacturing Co., Ltd. plans to raise up to 907.70 million yuan through the issuance of convertible bonds for two precision manufacturing projects related to deep-sea pressure components and industrial gas turbine key components [1] Fundraising Scale and Justification - The fundraising scale has been confirmed as reasonable by accountants, with no significant differences in cost estimates compared to similar projects in the industry [2] - The total investment for the deep-sea pressure components project is 305.83 million yuan, with equipment purchase and installation costs accounting for 56.75% [2] - The total investment for the industrial gas turbine project is 625.05 million yuan, with equipment purchase and installation costs accounting for 67.05% [2] - The company faces a funding gap of approximately 952 million yuan over the next three years, exceeding the total amount to be raised, indicating the necessity of the financing [2] Project Benefit Assessment - The projected annual revenue for the deep-sea pressure components project upon reaching full production is 520 million yuan, with a gross profit margin of 22.25% [3] - The projected annual revenue for the industrial gas turbine project upon reaching full production is 845.44 million yuan, with a gross profit margin of 23.25% [3] - The additional depreciation and amortization from the projects is estimated at 65.55 million yuan annually, representing 1.51% of expected revenue and 15.62% of projected total profit, which accountants believe will not adversely affect the company's performance [3] Previous Project Progress and Benefits - The previous fundraising project, focused on precision manufacturing of key components for oil and gas equipment, has not yet been officially launched due to the long debugging period of a proprietary production line [4] - The project has passed production capacity audits from major clients and has secured orders totaling 4.064 million yuan [4] - The proportion of non-capital expenditures has decreased from 28.48% to 20.73%, remaining below the 30% threshold of the total raised funds, which accountants consider reasonable [4] Operational Performance and Debt Servicing Capability - The company has experienced some revenue fluctuations due to order variability and gross margin changes, with a 9.86% year-on-year revenue increase from January to September 2025 [5] - The gross margin for main business operations increased by 2.95 percentage points compared to 2024, indicating improved operational conditions [5] - The company maintains a strong export presence, with over 60% of revenue coming from international markets, and has taken measures to mitigate potential trade barriers [5] - Average distributable profits over the last three years amount to 109.04 million yuan, sufficient to cover the annual interest on the convertible bonds, estimated at no more than 19.97 million yuan [5] Other Matters - As of September 2025, the company has no significant financial investments and has not made any new financial investments in the six months prior to the board resolution for this issuance [6] - The cumulative bond balance post-issuance will account for 48.78% of net assets, remaining below the 50% regulatory limit [6] - The accounting firm has verified that the financing scale is reasonable, the benefit assessment is cautious, and the company has sufficient debt servicing capability, meeting the issuance conditions [7]

Company Overview - Shenzhen Deepeng Technology Co., Ltd. was established on May 24, 2012, with a registered capital of 49.408 million yuan [1][4] - The company is primarily engaged in the research, production, and sales of brushless DC electronic water pumps, which are used in automotive thermal management, household product circulation, and industrial liquid cooling [2][4] - The controlling shareholder is Wang Shouyuan, who holds a direct stake of 30.4882% [1][4] Financial Performance - In the first half of 2025, the company achieved a revenue of 288 million yuan, representing a year-on-year increase of 40.06% [2][3] - The net profit attributable to shareholders reached 16.758 million yuan, showing a significant year-on-year growth of 2454.67% [2][3] - The gross profit margin improved to 27.48% from 24.64% in the previous year [3] Future Plans - The company plans to list its shares on the National Equities Exchange and Quotations (NEEQ) in November 2024 [1][4] - It aims to expand its product offerings to include thermal management integrated modules, electronic multi-way water valves, liquid cooling units, and axial flow condensing fans [2]

格隆汇2月4日丨华锐精密(688059.SH)在投资者互动平台表示，公司目前暂无AI PCB钻针产能。 ...

格隆汇2月4日丨华锐精密(688059.SH)在投资者互动平台表示，公司目前暂无AI PCB钻针产能。 ...

每经AI快讯，2月4日，光洋股份(002708.SZ)公告称，公司与深圳玄创、黄山光洋签署了《战略合作协 议书》，针对深圳玄创特种具身全系列、全型号的产品展开全方位的战略合作，三方通过深度绑定与协 同创新，共同开发、生产和销售满足高端特种具身产品，提升三方在产业链中的核心竞争力与品牌价 值。深圳玄创专注于特种具身智能产品研发与应用，公司将依托自身在全系轴承与齿轮的设计校核、试 验验证与精密制造等优势，以及黄山光洋在产品核心驱动部件的设计、集成及市场应用领域具备的领先 优势，通过战略合作深度参与具身智能产品产业链，打造新的利润增长点。该协议为框架性协议，具体 商业条款将由三方另行协商并签订具有法律约束力的合同予以明确。预计对公司本年度业绩不产生重大 影响，对公司未来年度经营业绩的影响将视具体业务的推进和实施情况而定。 ...

智能自控公告称，职工代表董事、持股5%以上股东吴畏因自身资金需求，于2026年1月29日至2月4日通 过集中竞价方式减持79,000股，占总股本0.0222%。本次权益变动后，其持股降至17,792,152股，占比 4.9999%，不再是持股5%以上股东。吴畏此前计划于2026年1月29日至4月28日减持不超3,550,000股，目 前减持计划尚未实施完毕，本次变动不会导致公司控制权变化。 ...

Core Viewpoint - China First Heavy Industries (中国一重) successfully completed the trial production of a representative sample of the 300 MW F-class gas turbine rotor forgings, meeting the technical requirements for manufacturing capabilities [1] Group 1: Product Development - The product identification meeting for the 300 MW F-class gas turbine rotor forgings was held in Qiqihar [1] - Experts from Tsinghua University, Shanghai Turbine Works, Harbin Turbine Works, Northwestern Polytechnical University, and the Institute of Metal Research, Chinese Academy of Sciences, participated in the evaluation [1] - The evaluation concluded that the trial production results met the technical conditions required for the product [1] Group 2: Manufacturing Capability - China First Heavy Industries demonstrated the capability to manufacture complete sets of 300 MW F-class gas turbine rotor forgings [1] - The successful trial production aligns with the product ordering technical requirements [1]

截至发稿，邓雅琨累计任职时间1年265天，现任基金资产总规模43.47亿元，任职期间最佳基金回报 63.58%， 任职期间最差基金回报8.21%。 刘晟累计任职时间1年168天，现任基金资产总规模48.36亿元，任职期间最佳基金回报105.56%， 任职 期间最差基金回报4.32%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 数据显示，国泰海通资管旗下1只基金重仓锋龙股份。国泰海通新锐量化选股混合A（025598）四季度 持有股数4500股，占基金净值比例为0.79%，位居第一大重仓股。根据测算，今日浮盈赚取约2.35万 元。 国泰海通新锐量化选股混合A（025598）成立日期2025年10月29日，最新规模608.58万。今年以来收益 9.41%，同类排名1492/8873；成立以来收益8.42%。 国泰海通新锐量化选股混合A（025598）基金经理为邓雅琨、刘晟。 2月4日，锋龙股份涨5.12%，截至发稿，报107.22元 ...