2026年1月30日，科创新源（sz300731）触及涨停，涨停价69.92元，涨幅19.99%，总市值88.40亿元，流 通市值84.03亿元，截止发稿，总成交额14.43亿元。 根据喜娜AI异动分析，科创新源涨停原因可能如下，新能源业务+股权激励+业绩增长： 1、公司基本面 整体稳健，新能源业务增长强劲。2025年前三季度归母净利润同比增长153.29%，动力电池散热液冷板 业务表现突出，2025年年报显示盈利大幅增加，归母净利润3000万 - 4000万，同比73.62% - 131.49%。 这表明新能源业务为公司带来显著业绩提升，是股价上涨的重要动力。 2、公司实施股权激励计划，覆 盖19名核心员工，并设置2026 - 2028年净利润增长50%/100%/200%的高目标。此计划彰显了公司对未来 发展的信心，激励员工为实现目标而努力，有利于提升公司的运营效率和盈利能力。 3、从市场板块表 现来看，近期新能源汽车产业链相关个股表现活跃，资金关注度较高。科创新源与宁德时代合作关系持 续巩固，且汽车密封条业务增长，欧式导槽工艺产品进入大批量交付阶段，收入规模快速提升，契合当 前市场热点。技术面上，若该股 ...

Group 1: Company Overview and Activities - Shenzhen Kexin New Materials Co., Ltd. (stock code: 300731) participated in the 2025 Annual Shenzhen Listed Companies Investor Online Reception Day on November 20, 2025 [1][2] - The event involved communication with a wide range of investors, addressing their concerns and questions [2] Group 2: Business Development and Strategies - The company is focusing on the data center cooling business through its wholly-owned subsidiary, Shenzhen Chuangyuan Zhihuo Technology Co., Ltd., with products including siphon-type special cooling modules and liquid cooling plates [3] - Plans to enhance its business layout in the polymer materials industry and expand applications in cooling products to cultivate new revenue and profit growth points [4] Group 3: Financial Performance - For the first three quarters of 2025, the company's net profit attributable to shareholders was CNY 2,703.33 million, a 153.29% increase compared to the same period last year [5] - The company's revenue for the same period was CNY 839 million, reflecting a 41.45% growth year-on-year, driven by the rapid development of the new energy and automotive sealing strip businesses [5][6] Group 4: Acquisition Plans - The company is in the process of acquiring Dongguan Zhaoke Electronic Materials Technology Co., Ltd., with ongoing strong cooperation intentions among all parties involved [4][6] - A supplementary agreement was signed on November 4, 2025, to extend the exclusivity period and adjust the acquisition structure [4][6] Group 5: Future Outlook and Risk Management - The company aims to continue focusing on the new energy automotive industry and artificial intelligence sector for thermal management solutions, leveraging its industry resource advantages [6] - Emphasis on risk management and compliance with legal regulations during the acquisition process and overall business operations [6]