截至2025年8月26日15时23分，飞荣达股价报32.88元，较前一交易日下跌1.91%。当日开盘价为33.25 元，最高触及34.40元，最低下探至32.75元，成交量为43.3万手，成交金额达14.5亿元。 风险提示：文中信息仅供参考，不构成投资建议。市场有风险，投资需谨慎。 公司在投资者互动平台表示，其人工智能领域客户包括H公司、大疆、优必选等企业。针对市场关注的 液冷技术，飞荣达透露已进行相关技术储备，并与主流手机厂商开展研发合作，但目前尚未形成生产订 单。 数据显示，飞荣达8月26日主力资金净流出8076.22万元，近五个交易日累计净流出4.59亿元。 飞荣达主要从事电磁屏蔽材料及器件、导热材料及器件的研发、生产和销售，产品广泛应用于消费电 子、通信设备、新能源汽车等领域。公司属于消费电子、深圳特区等概念板块。 ...

Core Viewpoint - The company Feirongda (300602) expects its net profit to double in the first half of 2025, driven by market recovery and the return of key customers [1] Group 1: Financial Performance - Feirongda anticipates revenue of approximately 2.886 billion yuan and a net profit between 155 million and 170 million yuan for the first half of 2025, representing a year-on-year growth of 103.95% to 123.69% [1] - The company's non-recurring net profit is projected to be between 125 million and 140 million yuan, reflecting an increase of 82.34% to 104.22% compared to the same period last year [1] Group 2: Product and Market Development - Feirongda's main products include electromagnetic shielding materials, thermal management materials, and lightweight composite materials, which are widely used in communication, consumer electronics, and new energy sectors [1] - The company has strengthened its R&D capabilities and increased investment in R&D, enhancing its product structure and expanding into emerging markets [1] - The return of significant customers, particularly Huawei, has contributed to the company's market share growth in the smartphone sector [2] Group 3: Business Segments - In the communication sector, Feirongda reports successful business operations with increased sales revenue and profitability, particularly in AI server cooling solutions [2] - The company's new energy vehicle business is seeing a gradual increase in sales revenue, although profit margins remain relatively low due to fluctuations in raw material prices [3] - Feirongda's subsidiary completed the acquisition of Jiangsu Zhongyu Rubber and Plastic Technology Co., Ltd., which will be included in the consolidated financial statements [3] Group 4: Non-Recurring Gains - The company expects non-recurring gains to impact net profit by approximately 30 million yuan, primarily from government subsidies and the consolidation of Jiangsu Zhongyu [3]