1月9日，中石科技盘中上涨2.19%，截至10:14，报49.99元/股，成交3.09亿元，换手率3.08%，总市值 149.72亿元。 截至9月30日，中石科技股东户数4.20万，较上期增加28.67%；人均流通股4867股，较上期减少 21.88%。2025年1月-9月，中石科技实现营业收入12.98亿元，同比增长18.45%；归母净利润2.52亿元， 同比增长90.59%。 分红方面，中石科技A股上市后累计派现8.96亿元。近三年，累计派现4.47亿元。 机构持仓方面，截止2025年9月30日，中石科技十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1048.47万股，相比上期增加698.20万股。广发多元新兴股票（003745）位居第六大流通股 东，持股169.04万股，相比上期增加57.99万股。信澳匠心臻选两年持有期混合（010363）位居第八大流 通股东，持股84.69万股，为新进股东。 资料显示，北京中石伟业科技股份有限公司位于北京市经济技术开发区东环中路3号，成立日期1997年4 月10日，上市日期2017年12月27日，公司主营业务涉及导热材料、EMI屏蔽材料、电源滤波器的研 ...

Group 1 - The core point of the article highlights the performance of Zhongshi Technology, which saw a decline of 1.07% in its stock price, reaching 50.15 yuan per share, with a total market capitalization of 15.02 billion yuan [1] - Zhongshi Technology, established on April 10, 1997, and listed on December 27, 2017, specializes in the research, design, production, sales, and technical services of thermal materials, EMI shielding materials, and power filters, with thermal materials accounting for 98.05% of its main business revenue [1] Group 2 - From the perspective of major circulating shareholders, Guangfa Fund's Guangfa Multi-Emerging Stock Fund (003745) increased its holdings by 579,900 shares in the third quarter, now holding 1.6904 million shares, which represents 0.83% of the circulating shares [2] - The Guangfa Multi-Emerging Stock Fund has a current scale of 2.29 billion yuan and has achieved a return of 33.78% this year, ranking 1487 out of 4189 in its category [2] Group 3 - The fund manager of Guangfa Multi-Emerging Stock Fund is Zhou Zhishuo, who has been in the position for 5 years and 106 days, with the fund's total asset scale at 19.292 billion yuan [3] - During Zhou's tenure, the best fund return was 47.06%, while the worst return was -24.96% [3] Group 4 - The Guangfa Multi-Emerging Stock Fund holds Zhongshi Technology as its fourth-largest heavy stock, with 1.6904 million shares, accounting for 3.01% of the fund's net value [4]

（编辑 任世碧） 证券日报网讯 12月29日，飞荣达在互动平台回答投资者提问时表示，公司深耕热管理与电磁屏蔽领域 多年，产品矩阵涵盖导热材料、散热器件、风冷/液冷方案、电磁屏蔽材料及器件等，能够满足不同客 户的不同产品、不同使用环境场合及不同使用等级等方面的需求，且公司在液冷散热领域也已展现出显 著的技术优势，在业务推进上取得了显著进展。随着液冷散热市场空间和市场潜力的逐步释放，公司将 依托技术创新、产品优化，以及在市场服务的深度挖掘，持续巩固并扩大公司在散热领域的竞争优势。 同时，公司也将持续加大对液冷相关产品的研发及技术创新投入，不断探索和深化液冷技术在各个领域 的应用，以推动公司产业进步和满足市场需求。关于公司生产经营、技术成果及业务开展等情况，请持 续关注公司后续披露的定期报告。 ...

12月29日，中石科技盘中下跌2.01%，截至14:27，报50.32元/股，成交6.35亿元，换手率6.12%，总市值 150.71亿元。 资金流向方面，主力资金净流出6933.91万元，特大单买入2257.80万元，占比3.55%，卖出5948.57万 元，占比9.37%；大单买入1.24亿元，占比19.60%，卖出1.57亿元，占比24.71%。 资料显示，北京中石伟业科技股份有限公司位于北京市经济技术开发区东环中路3号，成立日期1997年4 月10日，上市日期2017年12月27日，公司主营业务涉及导热材料、EMI屏蔽材料、电源滤波器的研发、 设计、生产、销售与技术服务。主营业务收入构成为：导热材料98.05%，其他(补充)1.95%。 责任编辑：小浪快报 中石科技所属申万行业为：电子-电子化学品Ⅱ-电子化学品Ⅲ。所属概念板块包括：小鹏汽车概念、柔 性电子、无人机、汽车热管理、IDC概念（数据中心）等。 截至9月30日，中石科技股东户数4.20万，较上期增加28.67%；人均流通股4867股，较上期减少 21.88%。2025年1月-9月，中石科技实现营业收入12.98亿元，同比增长18.45%；归母 ...

（编辑 任世碧） 证券日报网讯 12月22日，飞荣达在互动平台回答投资者提问时表示，公司目前在服务器、终端设备领 域研发的散热产品包含导热材料及各类散热模组、风扇、3DVC散热器、特种散热器、单相液冷冷板模 组、两相液冷冷板模组等，公司在液冷散热领域也已展现出显著的技术优势，在业务推进上取得了显著 进展。数据中心、服务器客户包括：H公司、中兴、思科、浪潮、大唐移动、烽火超微、新华三、超聚 变、联想、纬创、纬颖、仁宝、华硕、东方通信、神州鲲泰及其他重要客户等。关于部分重要客户的合 作细节，因涉及商业保密协议，不便于对外披露。随着液冷散热市场空间和市场潜力的逐步释放，公司 将依托技术创新、产品优化，以及在市场服务的深度挖掘，持续巩固并扩大公司在散热领域的竞争优 势。同时，公司也将持续加大对液冷相关产品的研发及技术创新投入，不断探索和深化液冷技术在各个 领域的应用，以推动公司产业进步和满足市场需求。 ...

Core Viewpoint - Feirongda (300602.SZ) has confirmed that there is no business relationship with Nabichuan, emphasizing its focus on thermal management and electromagnetic shielding sectors [1] Group 1: Company Overview - The company has been deeply engaged in the thermal management and electromagnetic shielding fields for many years [1] - Its product matrix includes thermal conductive materials, heat dissipation devices, air-cooled/liquid-cooled solutions, and electromagnetic shielding materials and devices [1] - The company possesses a relatively complete industrial system, strong R&D capabilities, and rich application experience [1] Group 2: Product Applications - The products can be widely applied in various fields such as consumer electronics, network communication, data centers, servers, new energy vehicles, photovoltaic energy storage, artificial intelligence, medical devices, and household appliances [1] - The company provides electromagnetic shielding solutions and related products, as well as heat dissipation solutions and products for relevant customers [1]

人民财讯12月8日电，飞荣达12月8日在互动平台表示，公司积极关注机器人领域发展，在具身智能领域 聚焦人形机器人、AR/VR、智能穿戴等应用场景进行布局，围绕其AI芯片、关节电机、传感器等部件 的散热与结构支撑需求，飞荣达可提供灵巧手、关节模组相关产品、风扇、一体化散热模组、轻量化结 构件及导热材料等产品，适配高功率密度、小型化及动态交互场景，可支撑设备稳定运行。目前，部分 产品已通过部分客户认证，处于送样、测试或小批量供货阶段，为公司后续业务拓展奠定基础。 转自：证券时报 ...

Core Viewpoint - Feirongda holds a 55% stake in Guoli Intelligent and is focusing on the embodiment intelligence sector, particularly in humanoid robots, AR/VR, and smart wearable applications [2] Group 1: Company Overview - Feirongda is engaged in the development of products related to AI chips, joint motors, and sensors, addressing the cooling and structural support needs of these components [2] - The company offers a range of products including dexterous hands, joint modules, fans, integrated cooling modules, lightweight structural parts, and thermal materials [2] Group 2: Product Development and Market Position - The products are designed to support high power density, miniaturization, and dynamic interaction scenarios, ensuring stable operation of devices [2] - Some products have already passed customer certification and are currently in the sampling, testing, or small batch supply stages [2]

Core Viewpoint - The company is actively developing a range of cooling products for servers and terminal devices, with a focus on liquid cooling technology, which is expected to accelerate in the coming years [1] Group 1: Product Development - The company is involved in the research and development of various cooling products, including thermal materials, cooling modules, fans, 3D VC coolers, special coolers, single-phase liquid cooling plates, and two-phase liquid cooling plates [1] - The company has demonstrated significant technological advantages in the liquid cooling sector and has made notable progress in business development [1] Group 2: Clientele and Market Demand - The company's cooling products cater to a wide range of clients in the data center and server sectors, including major companies such as H Company, ZTE, Cisco, Inspur, and Lenovo, among others [1] - The company aims to continuously increase investment in research and innovation related to liquid cooling products to meet market demands and drive industrial progress [1]

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 20% relative to the benchmark index within the next six months [8][14]. Core Insights - The company is focusing on the high-end uniform temperature plate market, with plans to invest in the construction of production capacity for 30 million and 18 million PCS of high-end uniform temperature plates. The global market for uniform temperature plates is projected to grow from $1.24 billion in 2024 to $3.59 billion by 2032, reflecting a compound annual growth rate (CAGR) of 14.21% [3][4]. - The company is currently in the sample testing phase with North American clients, and it has made significant progress in its development of uniform temperature plate technology since 2017 [3]. - The company has established a joint venture with Jianzhun Motor to expand its product offerings in ultra-thin micro fans, which are essential for active cooling solutions in smartphones and other consumer electronics [4][7]. Financial Projections - Revenue projections for the company are as follows: 2025 expected revenue of 1.13 billion yuan, 2026 expected revenue of 3.01 billion yuan, and 2027 expected revenue of 5.01 billion yuan. Corresponding net profits are projected to be 180 million yuan, 500 million yuan, and 840 million yuan for the same years [8][10]. - The report outlines a significant growth trajectory, with revenue growth rates expected to reach 165.44% in 2026 and 66.52% in 2027 [10][13]. Market Position - The company is recognized as one of the few high-tech enterprises capable of mass production of both mid-to-high-end thermal materials and high-performance thermal components, such as heat pipes and uniform temperature plates. Its products are widely used in smartphones, laptops, automotive electronics, and security monitoring [7][8].