3、根据英华特上市招股书以及公司新闻显示。其热泵产品应用于电驱车车用驻车制冷制热。 4、根据公司招股说明书：公司中温冷藏、低温冷冻（带喷气增焓）、低温冷冻（带喷液）产品应用于 冷藏车、冷链物流车辆。 来源：新浪证券-红岸工作室 10月10日，英华特跌4.84%，成交额7315.63万元，换手率4.60%，总市值29.33亿元。 异动分析 空气能热泵+专精特新+汽车热管理+冷链物流+中俄贸易概念 1、根据招股说明书：公司主要从事涡旋压缩机的研发、生产和销售，目前产品主要运用于热泵、商用 空调、冷冻冷藏设备等制冷（制热）设备。 2、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力，以及提升产业链、供应链稳定性和竞争力具有重大意义。公司已入选工信部国家级专 精特新小巨人企业名单。 主力没有控盘，筹码分布非常分散，主力成交额3383.07万，占总成交额的8.66%。 技术面：筹码平均交易成本为46.02元 该股筹码平均交易成本为46.02元，近期该股有吸筹现象，但吸筹力度 ...

4、根据公司招股说明书：公司中温冷藏、低温冷冻（带喷气增焓）、低温冷冻（带喷液）产品应用于 冷藏车、冷链物流车辆。 5、公司招股书：公司以涡旋压缩机的国产化为己任，专注于提供节能高效、可靠性高、噪音低的涡旋 式压缩机及其应用技术的研制开发、生产销售及售前售后服务。 2022年，受地缘政治等因素影响，俄 罗斯地区的订单增加较多，同时，公司加大印度市场开拓力度，使得公司向俄罗斯、印度出口收入明显 增加。 2022年前五大出口国家为俄罗斯、巴西、印度、斯洛伐克和美国，合计销售金额占外销收入比 为 80.16%。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 10月9日，英华特涨6.08%，成交额1.37亿元，换手率8.42%，总市值30.82亿元。 异动分析 空气能热泵+专精特新+汽车热管理+冷链物流+中俄贸易概念 1、根据招股说明书：公司主要从事涡旋压缩机的研发、生产和销售，目前产品主要运用于热泵、商用 空调、冷冻冷藏设备等制冷（制热）设备。 2、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能 ...

Core Viewpoint - The company Yinghuate specializes in the research, development, production, and sales of scroll compressors, with applications in heat pumps, commercial air conditioning, and refrigeration equipment. It has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and technological capabilities [2][3]. Company Overview - Yinghuate was established on November 29, 2011, and went public on July 13, 2023. The company is located in Changshu, Jiangsu Province, and focuses on providing energy-efficient, reliable, and low-noise scroll compressors and related technologies [7]. - The revenue composition of Yinghuate includes: 36.22% from commercial air conditioning, 32.09% from refrigeration and freezing applications, 28.75% from heat pumps, 2.77% from electric vehicle applications, and 0.17% from other sources [7]. Market Performance - On September 30, Yinghuate's stock price remained unchanged at 0.00%, with a trading volume of 45.17 million yuan and a turnover rate of 2.90%. The total market capitalization is 2.905 billion yuan [1]. - As of September 19, the number of shareholders decreased by 10.79% to 6,195, while the average number of circulating shares per person increased by 12.09% to 5,057 [8]. Financial Performance - For the first half of 2025, Yinghuate reported a revenue of 243 million yuan, a year-on-year decrease of 7.54%. The net profit attributable to shareholders was 9.3651 million yuan, down 69.33% year-on-year [8]. - Since its A-share listing, Yinghuate has distributed a total of 64.7446 million yuan in dividends [9]. Export and Market Expansion - In 2022, due to geopolitical factors, orders from Russia increased significantly, and the company also expanded its market presence in India, leading to a notable rise in export revenues. The top five export countries were Russia, Brazil, India, Slovakia, and the United States, accounting for 80.16% of total export revenue [3].

Core Viewpoint - The company Yinghuate has experienced a decline in stock price and revenue, while focusing on the development and production of energy-efficient and reliable scroll compressors for various applications, including heat pumps and refrigeration systems [1][8]. Company Overview - Yinghuate specializes in the research, development, production, and sales of scroll compressors, primarily used in heat pumps, commercial air conditioning, and refrigeration equipment [2][3]. - The company was established on November 29, 2011, and went public on July 13, 2023. Its main business revenue composition includes: commercial air conditioning applications (36.22%), refrigeration and freezing applications (32.09%), heat pump applications (28.75%), and electric vehicle applications (2.77%) [7]. Market Position and Recognition - Yinghuate has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and high market share [2]. - The company aims to localize the production of scroll compressors and has seen an increase in orders from Russia and India due to geopolitical factors, with these two countries being among the top five export markets [3]. Financial Performance - As of the first half of 2025, Yinghuate reported a revenue of 243 million yuan, a year-on-year decrease of 7.54%, and a net profit of 9.37 million yuan, down 69.33% compared to the previous year [8]. - The company has distributed a total of 64.74 million yuan in dividends since its A-share listing [9]. Stock Performance - On September 26, Yinghuate's stock price fell by 1.82%, with a trading volume of 95.16 million yuan and a market capitalization of 2.905 billion yuan [1]. - The stock has shown no significant trend in major capital inflows, with a net outflow of 4.12 million yuan on the day of analysis [4][5].

9月25日，英维克涨5.05%，截至发稿，报83.00元/股，成交30.51亿元，换手率4.42%，总市值804.54亿 元。 资料显示，深圳市英维克科技股份有限公司位于广东省深圳市龙华区观澜街道观光路1303号鸿信工业园 9号厂房1-3楼，成立日期2005年8月15日，上市日期2016年12月29日，公司主营业务涉及精密温控节能 设备的研发、生产、销售;轨道交通列车空调、架修及维护服务、传统客车空调等。主营业务收入构成 为：机房温控节能产品52.50%，机柜温控节能产品36.00%，其他9.82%，轨道交通列车空调及服务 0.93%，客车空调0.75%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓英维克。长城行业轮动混合A（002296）二季度持有股数68.85万 股，占基金净值比例为2.53%，位居第九大重仓股。根据测算，今日浮盈赚取约274.72万元。 长城行业轮动混合A（002296）基金经理为杨宇。 截至发稿，杨宇累计任职时间4年59天，现任基金资产总规模8.09亿元，任职期间最佳基金回 报-22.33%， 任职期间最差基金回报-34.33%。 风险提示：市场有风险，投资需谨慎。本文为 ...

Group 1 - Tianan New Materials plans to reduce its shareholding by no more than 0.22%, totaling up to 667,000 shares, due to personal funding needs [1] - Fulongma's urban service robots are still in the initial expansion phase, primarily used for internal sanitation projects, with low external sales [1][2] - Shennma Co. intends to repurchase shares worth between 100 million and 200 million yuan, with a maximum repurchase price of 14.97 yuan per share, aiming to reduce registered capital [3] - Poly Developments plans to issue corporate bonds not exceeding 15 billion yuan, with proceeds intended for debt repayment, working capital, project construction, and acquisitions [4] - Ganli Pharmaceutical signed a significant contract for the Brazil PDP project, expected to exceed 3 billion yuan, involving the supply of insulin raw materials and injection devices over ten years [5] - Jingce Electronics' actual controller plans to transfer 5.02% of the company's shares at a price of 60.24 yuan per share [6] - ST Xingnong's shareholder intends to reduce holdings by up to 3% of the company's shares, totaling approximately 811,350 shares [7] - Zhejiang Lino plans to reduce its shareholding by up to 3.25%, involving multiple stakeholders [8] - Chuling Information holds a minor indirect stake of 0.0229% in Moer Thread through its investment in Zhongyi Fund [9] - Jinpu Titanium Industry has decided to terminate a major asset restructuring due to market uncertainties [10] - ST Lian Stone's stock will be subject to delisting risk warning following its bankruptcy reorganization application [13] - Aerospace Technology appointed Zhong Min as the new general manager [14] - Aerospace Technology's subsidiary plans to publicly transfer 50% of its intangible assets related to a drilling system [14] - Nanxing Co. plans to reduce its shareholding by up to 3.03%, with multiple executives also planning to reduce their stakes [15] - Jiangsu Guotai's actual controller is planning a non-compensatory transfer of state-owned equity, changing the actual controller to a state asset management center [16] - Yashida Optoelectronics plans to reduce its shareholding by up to 400,000 shares due to personal funding needs [17] - Yuntuo Holdings successfully acquired a 49% stake in Shenglong Mining, with plans to provide financial support for its operations [18] - Ice Wheel Environment's directors and executives plan to reduce their holdings by no more than 22,750 shares [19] - Ruijia New Materials' actual controller will change following a non-compensatory transfer of state-owned equity [20] - Zhejiang Xiantong plans to establish a joint venture with Haohai Starry Sky, investing 40 million yuan for a 10% stake [21] - Inspur Software received approval from the CSRC for a stock issuance to specific investors [22] - Chuangye Huikang's shareholder plans to reduce holdings by up to 37,038,000 shares [23]

Core Viewpoint - The company, Yinghuate, specializes in the research, production, and sales of scroll compressors, with applications in heat pumps, commercial air conditioning, and refrigeration equipment. The company has seen increased orders from Russia and India due to geopolitical factors, contributing to its export revenue growth [2][3]. Company Overview - Yinghuate was established on November 29, 2011, and went public on July 13, 2023. The company focuses on providing energy-efficient, reliable, and low-noise scroll compressors and related application technologies [7]. - The revenue composition of Yinghuate includes 36.22% from commercial air conditioning, 32.09% from refrigeration, 28.75% from heat pumps, 2.77% from electric vehicle applications, and 0.17% from other sources [7]. Market Performance - On September 23, Yinghuate's stock rose by 0.48%, with a trading volume of 87.91 million yuan and a turnover rate of 5.91%, bringing its total market capitalization to 2.795 billion yuan [1]. - The company has been recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China [3]. Financial Performance - For the first half of 2025, Yinghuate reported a revenue of 243 million yuan, a year-on-year decrease of 7.54%, and a net profit attributable to shareholders of 9.3651 million yuan, down 69.33% year-on-year [8]. - Since its A-share listing, Yinghuate has distributed a total of 64.7446 million yuan in dividends [9]. Shareholder Information - As of September 10, Yinghuate had 6,944 shareholders, a decrease of 8.23% from the previous period, with an average of 4,511 circulating shares per shareholder, an increase of 8.97% [8]. - Notably, the eighth largest circulating shareholder is the Nuoan Multi-Strategy Mixed A fund, which holds 288,000 shares as a new entrant [9].

记者丨覃毅 编辑丨谭璐 总部位于深圳的温控龙头，涨势凶猛。 9月23日，英维克开盘再度飙涨，市值越过800亿元大关。过去2个月，大涨超500亿元。 这是一家提供全链路液冷解决方案的隐形小巨头，身处算力产业链，成为资本焦点。 实控人、董事长齐勇正大干快上，已布局全链条液冷+AI应用，拓展高性能计算、新能源汽车等领域。 他提供的核心服务，就是帮大厂的算力设施散热降温。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 2, 573, 139, 460. 90 | 1, 712, 557, 931. 47 | 50. 25% | | 归属于上市公司股东的净利润(元) | 215, 640, 426. 56 | 183, 466, 097. 22 | 17.54% | | 归属于上市公司股东的扣除非经常性 损益的净利润(元) | 202, 219, 634. 69 | 171, 293, 089. 93 | 18. 05% | | 经营活动产生的现金流量净额(元) | -233, 913, 848. 18 | -45, 657, ...

总部位于深圳的温控龙头，涨势凶猛。 9月23日，英维克开盘再度飙涨，市值越过800亿元大关。过去2个月，大涨超500亿元。 这是一家提供全链路液冷解决方案的隐形小巨头，身处算力产业链，成为资本焦点。 实控人、董事长齐勇正大干快上，已布局全链条液冷+AI应用，拓展高性能计算、新能源汽车等领域。他提供的核心服务，就是帮大厂的算力设 施散热降温。 | | 本报告期 | 上年同期 | 本报告期比上年同期增减 | | --- | --- | --- | --- | | 营业收入(元) | 2, 573, 139, 460. 90 | 1, 712, 557, 931. 47 | 50. 25% | | 归属于上市公司股东的净利润(元) | 215, 640, 426. 56 | 183, 466, 097. 22 | 17.54% | | 归属于上市公司股东的扣除非经常性 损益的净利润(元) | 202, 219, 634. 69 | 171, 293, 089. 93 | 18. 05% | | 经营活动产生的现金流量净额(元) | -233, 913, 848. 18 | -45, 657, 141. 22 | - ...

Group 1 - The event held by Guangdong Shenling Environmental System Co., Ltd. was an online collective reception day for investors, attracting numerous participants [1] - The event took place on September 19, 2025, from 15:30 to 17:00, via the investor relations interactive platform [1] - Key company representatives included Chairman Cui Yingqi, General Manager Pan Zhanhua, and CFO Chen Bihua [1] Group 2 - Investors focused on the third-quarter order delivery and the company's data liquid cooling business layout during the Q&A session [1] - The company reported good production and delivery performance for the third quarter [1] - In terms of data liquid cooling, the company stated that its current business mainly involves liquid cooling heat dissipation systems and related temperature control equipment, with a rapid growth in related orders [1]