公司官网介绍，山东朗进科技股份有限公司是一家拥有先进变频节能核心技术、制冷系统控制技术的高新技术企业，成立于2000年，2019年6月在深交所创 业板上市，注册资本9187.3450万元，员工1000余人。公司主营业务为轨道交通车辆空调、新能源汽车空调及智能热管理产品、空气能热泵烘干设备、数字 能源智能环控产 品及其控制系统研发、生产、销售、售后维保服务。 4月24日，朗进科技发布2024年年度报告，报告显示，公司2024年全年营业收入为8.81亿元，同比下降2.35%；归母净利润为-7640.6万元，同比下降 2309.28%；扣非归母净利润为-8053.03万元，同比下降1370.42%；基本每股收益-0.83元/股。 每经编辑｜黄胜 8月27日晚，朗进科技（300594.SZ，股价19.68元，市值18.08亿元）公告称，公司及实际控制人之一李敬茂于2025年8月27日收到中国证监会的《立案告知 书》，因涉嫌信息披露违法违规，中国证监会决定对公司和李敬茂立案。在立案调查期间，公司和李敬茂将积极配合调查，并严格履行信息披露义务。目前 公司生产经营正常，不会对生产、经营和管理造成不利影响。 图片来源：视觉中 ...

赋能我国能源结构革新，深入布局数据中心液冷产业。在能源转型的大趋势下，我国核电产业政策端释 放加速信号，核电产业的发展速度与脚步逐渐加快。公司深度参与核电领域技术革新与应用拓展，提供 坚实的技术支撑与解决方案，旗下顿汉布什拥有20 余年的核电服务经验，开发了各类核电专用制冷 机；同时公司助力能源科技自立自强，在可控核聚变领域实现产品与技术突破。AIGC 浪潮下数据中心 能耗指标上升，液冷需求持续加速，公司旗下顿汉布什公司和冰轮换热技术公司可为数据中心提供冷源 装备和热交换装置等冷却装备。目前，公司在国内已成功服务了国家超级计算广州中心（天河二号）、 中国移动（贵州）大数据中心等多个数据中心项目，技术与产品实力得到较好认可。 盈利预测与投资建议：我们预测公司2025-2027 年营收分别为73.44/81.79/91.55 亿元，归母净利润分别 为6.79/7.97/9.41 亿元。公司当前估值水平低于可比公司平均水平，且自身在制冷与温控领域有较好积 累与较强竞争优势，有望充分受益于全球数据中心液冷建设，因此我们首次覆盖公司，给予"买入"评 级。 国内工商制冷装备行业领先企业，经营质量稳健。冰轮环境始创于195 ...

格隆汇8月25日丨佳力图(603912.SH)公布2025年半年度报告，报告期实现营业收入3.21亿元，同比增长 32.20%；归属于上市公司股东的净利润-1777.16万元；基本每股收益-0.0328元。 ...

Financial Performance - The basic earnings per share decreased by 65.53% from 0.0557 yuan in 2023 to 0.0192 yuan in 2024 [1] - The net profit dropped by 66.67%, from 0.21 billion yuan in 2023 to 0.07 billion yuan in 2024 [1] - The return on equity fell by 66.15%, from 2.60% in 2023 to 0.88% in 2024 [1] - Total revenue slightly decreased by 1.12%, from 14.23 billion yuan in 2023 to 14.07 billion yuan in 2024 [1] Shareholder Structure - The top ten unrestricted shareholders hold a total of 16,928.11 million shares, accounting for 44.15% of the circulating shares, with a change of 74,100 shares from the previous period [1] - Harbin Industrial Investment Group Co., Ltd. remains the largest shareholder with 13,044.94 million shares, representing 34.03% of total share capital [2] - Significant changes include a 76.70% decrease in shares held by Zhou Shuang, while new entrants include Morgan Stanley & Co. International PLC and Yin Shijie [2] Dividend Distribution - The company announced a dividend distribution of 0.10 yuan per share (including tax) [2]

Core Viewpoint - The air conditioning market in India is poised for significant growth due to rising temperatures and increasing household income, with major Japanese manufacturers like Daikin planning to expand production capacity to meet this demand [1][2]. Group 1: Market Potential - India has recorded temperatures exceeding 50 degrees Celsius, making it one of the hottest regions globally, yet the air conditioning penetration rate is only about 7% [1][2]. - The air conditioning market in India is expected to grow from 7 million units in 2019 to 24 million units by 2029, indicating a substantial increase in demand [2]. - The International Monetary Fund (IMF) projects that India's nominal GDP will surpass Japan's by 2025, positioning India as the fourth-largest economy in the world [1]. Group 2: Competitive Landscape - Daikin currently holds the leading position in the Indian air conditioning market, with a 60% market share in commercial applications and 18% in the residential sector, closely competing with Tata Group's Voltas [2]. - Local manufacturers such as Voltas and Blue Star, along with South Korean LG Electronics, are intensifying competition in the Indian market [1]. Group 3: Technological Advantage - Daikin's competitive edge lies in its energy-saving technology, particularly its proprietary compressor systems that allow for precise control of energy consumption [3]. - The company has formed a joint venture with Taiwanese manufacturer Rechi to supply compressors to Indian air conditioning manufacturers, aiming to reduce costs through economies of scale [3]. Group 4: Service Expansion - Daikin anticipates growth in after-sales service demand, with the number of service outlets expected to increase from approximately 17,000 to over 20,000 by 2030 [3].