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美利信持续发力夯实液冷业务 构筑中长期成长主线
Zheng Quan Ri Bao Wang· 2025-12-30 11:25
本报讯 (记者冯雨瑶) 12月30日,重庆美利信(301307)科技股份有限公司(以下简称"美利信")官方公众号发布文章称,公 司与中国台湾钜量创新绿能股份有限公司(以下简称"钜量创新")达成合作,共同设立控股子公司信创 智冷(安徽)精密技术有限公司,12月29日已完成工商登记手续。 同时,12月29日,美利信也发布消息称,英特尔专家代表团到访美利信科技,双方就先进散热技术及高 功耗算力基础设施展开深度交流,并在技术路径、应用场景及合作模式等方面达成高度共识,形成明确 的初步合作意向。 无论是液冷板块合资公司的注册还是英特尔的来访,都为美利信在液冷业务的发力奠定了坚实基础。 此前,美利信董事长余亚军在一次投资者交流会上表示,液冷业务已经拿到AMD的打样订单,并有望 在明年二季度进入英特尔产业链。 持续布局液冷业务 据悉,美利信在半年前已经与钜量创新在业务上开始发力。 在今年12月初美利信举办的一次投资者交流会上,美利信相关高管表示:"目前,美利信与钜量创新双 方技术团队已获得AMD下一代高算力CPU水冷板的打样订单,公司正按计划推进并同步开展相关认证 测试工作。按照当前项目进度,公司目标于2026年一季度实现 ...
科达利股价涨1.37%,中欧基金旗下1只基金重仓,持有35万股浮盈赚取75.95万元
Xin Lang Cai Jing· 2025-12-30 05:11
Group 1 - The core viewpoint of the news is that Keda Li's stock has shown a positive performance, with a 1.37% increase, reaching a price of 161.00 yuan per share, and a total market capitalization of 44.077 billion yuan [1] - Keda Li's main business involves the research and manufacturing of precision structural components, with lithium battery structural components accounting for 96.52% of its revenue, automotive structural components 3.26%, and other components making up the remaining 0.22% [1] Group 2 - The fund "China Europe Carbon Neutral Mixed Initiation A" has increased its holdings in Keda Li by 50,000 shares, bringing its total to 350,000 shares, which represents 5.88% of the fund's net value, making it the fourth-largest holding [2] - The fund has achieved a year-to-date return of 39.23%, ranking 2085 out of 8087 in its category, and a one-year return of 38.38%, ranking 1909 out of 8085 [2]
科达利股价涨5.01%,中泰证券资管旗下1只基金重仓,持有9200股浮盈赚取7.05万元
Xin Lang Cai Jing· 2025-12-29 05:49
Group 1 - The core point of the news is that Keda Li's stock price increased by 5.01% to 160.66 CNY per share, with a trading volume of 778 million CNY and a turnover rate of 2.56%, resulting in a total market capitalization of 43.984 billion CNY [1] - Keda Li, established on September 20, 1996, and listed on March 2, 2017, is primarily engaged in the research and manufacturing of precision structural components, with lithium battery structural components accounting for 96.52% of its main business revenue [1] - The company also generates revenue from automotive structural components (3.26%), and other structural components (0.09% for other and 0.13% for supplementary) [1] Group 2 - According to data, Keda Li is a top ten heavy stock in the fund managed by Zhongtai Securities Asset Management, specifically in the Zhongtai Xingrui Prosperity Growth Mixed A Fund (018372), which held 9,200 shares, representing 2.86% of the fund's net value [2] - The fund has a total scale of 30.3584 million CNY and has achieved a year-to-date return of 26.11%, ranking 3,686 out of 8,159 in its category [2] - The fund manager, Gao Lanjun, has a tenure of 6 years and 194 days, with the best fund return during this period being 126.62% and the worst being 6% [3]
科达利股价涨5.01%,红土创新基金旗下1只基金重仓,持有3.49万股浮盈赚取26.73万元
Xin Lang Cai Jing· 2025-12-29 05:44
Group 1 - The core point of the news is that Keda Li's stock price increased by 5.01% to 160.66 CNY per share, with a trading volume of 770 million CNY and a turnover rate of 2.53%, resulting in a total market capitalization of 43.984 billion CNY [1] - Keda Li, established on September 20, 1996, and listed on March 2, 2017, is primarily engaged in the research and manufacturing of precision structural components, with 96.52% of its revenue coming from lithium battery structural components [1] - The company's revenue composition also includes automotive structural components at 3.26%, other components at 0.13%, and additional structural components at 0.09% [1] Group 2 - The Hongtu Innovation Fund has a significant holding in Keda Li, with its Hongtu Innovation Technology Innovation 3-Month Open Mixed A Fund (009467) holding 34,900 shares, representing 5.73% of the fund's net value, making it the seventh-largest holding [2] - The fund has achieved a year-to-date return of 32.27%, ranking 2916 out of 8159 in its category, and a one-year return of 27.17%, ranking 3300 out of 8147 [2] - The fund manager, Zhang Yang, has been in position for 195 days, with the fund's total asset size at 119 million CNY, achieving a best return of 20.72% and a worst return of 20.45% during his tenure [3]
科达利股价涨5.04%,中泰证券资管旗下1只基金重仓,持有9200股浮盈赚取6.98万元
Xin Lang Cai Jing· 2025-12-25 06:30
Group 1 - KedaLi's stock price increased by 5.04%, reaching 158.09 CNY per share, with a trading volume of 508 million CNY and a turnover rate of 1.68%, resulting in a total market capitalization of 43.281 billion CNY [1] - KedaLi, established on September 20, 1996, and listed on March 2, 2017, specializes in the research and manufacturing of precision structural components, with 96.52% of its revenue coming from lithium battery structural components [1] Group 2 - The fund "Zhongtai Xingrui Prosperity Growth Mixed A" (018372) holds 9,200 shares of KedaLi, accounting for 2.86% of the fund's net value, ranking as the tenth largest holding [2] - The fund has achieved a year-to-date return of 26.24%, ranking 3,543 out of 8,087 in its category, and a one-year return of 23.61%, ranking 3,652 out of 8,071 [2] Group 3 - The fund manager of "Zhongtai Xingrui Prosperity Growth Mixed A" is Gao Lanjun, who has a tenure of 6 years and 190 days, with the fund's total asset size at 62.8714 million CNY [3] - During Gao Lanjun's tenure, the best fund return was 126.62%, while the worst return was 5.39% [3]
科达利股价涨5.04%,国联基金旗下1只基金重仓,持有1.22万股浮盈赚取9.26万元
Xin Lang Cai Jing· 2025-12-25 06:23
Group 1 - KedaLi's stock price increased by 5.04%, reaching 158.09 CNY per share, with a trading volume of 506 million CNY and a turnover rate of 1.67%, resulting in a total market capitalization of 43.281 billion CNY [1] - KedaLi, established on September 20, 1996, and listed on March 2, 2017, specializes in the research and manufacturing of precision structural components, with lithium battery structural components accounting for 96.52% of its main business revenue [1] - The company's revenue composition includes automotive structural components at 3.26%, other components at 0.13%, and additional structural components at 0.09% [1] Group 2 - Guolian Fund has one fund heavily invested in KedaLi, specifically Guolian Xinghong Optimal Mixed A (014961), which held 12,200 shares in the third quarter, representing 3.57% of the fund's net value, making it the eighth largest holding [2] - The fund has generated a floating profit of approximately 92,600 CNY today [2] - Guolian Xinghong Optimal Mixed A was established on August 3, 2022, with a latest scale of 41.976 million CNY, achieving a year-to-date return of 21.68% and a one-year return of 20.87% [2]
科达利涨2.06%,成交额2.40亿元,主力资金净流入1761.52万元
Xin Lang Zheng Quan· 2025-12-25 03:27
Core Viewpoint - KedaLi's stock price has shown significant growth this year, with a year-to-date increase of 60.54%, reflecting strong market interest and performance in the lithium battery sector [1][2]. Financial Performance - For the period from January to September 2025, KedaLi achieved a revenue of 10.603 billion yuan, representing a year-on-year growth of 23.41% [2]. - The net profit attributable to shareholders for the same period was 1.185 billion yuan, marking a year-on-year increase of 16.55% [2]. Stock Market Activity - As of December 25, KedaLi's stock price was 153.60 yuan per share, with a market capitalization of 42.051 billion yuan [1]. - The stock experienced a net inflow of 17.6152 million yuan from main funds, indicating positive investor sentiment [1]. - The trading volume showed a turnover rate of 0.80%, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, KedaLi had 21,400 shareholders, a decrease of 4.91% from the previous period [2]. - The average number of circulating shares per shareholder increased by 5.31% to 9,210 shares [2]. - The top shareholders include Hong Kong Central Clearing Limited and other institutional investors, with notable changes in their holdings [3]. Dividend Distribution - KedaLi has distributed a total of 1.312 billion yuan in dividends since its A-share listing, with 1.022 billion yuan distributed over the past three years [3]. Business Overview - KedaLi, established on September 20, 1996, specializes in the research and manufacturing of precision structural components, primarily for lithium batteries [1]. - The company's revenue composition indicates that 96.52% comes from lithium battery structural components, with automotive structural components contributing 3.26% [1]. Industry Position - KedaLi operates within the electric equipment industry, specifically in the battery and lithium battery sectors, and is associated with concepts such as energy storage and solid-state batteries [1].
泰鸿万立12月18日获融资买入249.33万元,融资余额8544.97万元
Xin Lang Cai Jing· 2025-12-19 01:38
截至10月31日,泰鸿万立股东户数2.44万,较上期减少19.55%;人均流通股3087股,较上期增加 27.35%。2025年1月-9月,泰鸿万立实现营业收入15.09亿元,同比增长28.60%;归母净利润1.45亿元, 同比增长21.10%。 责任编辑:小浪快报 融券方面,泰鸿万立12月18日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00 元;融券余量1.54万股,融券余额29.72万元。 资料显示,浙江泰鸿万立科技股份有限公司位于浙江省台州市海丰路1178号,成立日期2005年8月18 日,上市日期2025年4月9日,公司主营业务涉及公司主营业务为汽车结构件、功能件的研发、生产与销 售。主营业务收入构成为:结构件71.24%,功能件18.60%,边角料7.90%,模具2.11%,材料及其他 0.14%,其他0.01%。 12月18日,泰鸿万立跌0.21%,成交额2481.28万元。两融数据显示,当日泰鸿万立获融资买入额249.33 万元,融资偿还365.38万元,融资净买入-116.05万元。截至12月18日,泰鸿万立融资融券余额合计 8574.69万元。 融资方面,泰鸿万立 ...
泰鸿万立拟4.8亿元设立全资子公司 投建汽车车身结构件生产线建设项目
Zheng Quan Shi Bao Wang· 2025-11-24 11:00
Core Viewpoint - Taihong Wanli (603210) plans to expand production capacity by investing 480 million yuan to establish a wholly-owned subsidiary, Tianjin Taihong Wanli Automotive Parts Co., Ltd, focusing on the production of automotive body structural components [1][2] Group 1: Investment and Expansion Plans - The new project will be located in Tianjin Jingbin Industrial Park, covering an area of 96 acres, with an expected start date of April 30, 2026, and a construction period of 24 months, aiming for an annual production capacity of 1.15 million sets of automotive body structural components [1] - In addition to the current project, the company announced another investment plan in late October, proposing to invest 738 million yuan to establish a subsidiary in Kunshan, which will produce both automotive body and new energy battery structural components, adding an annual capacity of 1.15 million sets of automotive body components and 550,000 sets of new energy battery components [2] Group 2: Financial Performance - For the first three quarters of the year, the company achieved a revenue of 1.509 billion yuan, representing a year-on-year growth of 28.6%, and a net profit of 145 million yuan, with a year-on-year increase of 21.1% [2] Group 3: Customer and Product Structure Optimization - The company is optimizing its customer and product structure by deepening relationships with existing clients such as leading North American new energy vehicle companies, Geely, Great Wall, and Xiaomi, while also accelerating the development of new clients like Volkswagen, Toyota, and Chery [2] - The focus is on developing more platform-based and popular projects to continuously increase the value of components supplied per vehicle [2] Group 4: Capital Operations - The company plans to leverage capital markets to explore new business areas through mergers and acquisitions, aiming to maximize company value and shareholder interests [3]
泰鸿万立11月12日获融资买入571.46万元,融资余额9163.90万元
Xin Lang Cai Jing· 2025-11-13 01:45
Group 1 - The core viewpoint of the news is that 泰鸿万立 experienced a decline in stock price and had a negative net financing buy on November 12, 2023, indicating potential investor caution [1] - On November 12, 泰鸿万立's stock price fell by 0.89%, with a trading volume of 57.35 million yuan. The financing buy amount was 5.71 million yuan, while the financing repayment was 10.77 million yuan, resulting in a net financing buy of -5.05 million yuan [1] - As of November 12, the total financing and securities balance for 泰鸿万立 was 91.64 million yuan, which represents 5.77% of its circulating market value [1] Group 2 - As of September 30, 泰鸿万立 had 30,300 shareholders, a decrease of 20.79% compared to the previous period, while the average circulating shares per person increased by 26.25% to 2,424 shares [2] - For the period from January to September 2023, 泰鸿万立 achieved an operating income of 1.509 billion yuan and a net profit attributable to the parent company of 145 million yuan, reflecting a year-on-year growth of 21.10% [2] Group 3 - 泰鸿万立, established on August 18, 2005, is located at 1178 Haifeng Road, Taizhou, Zhejiang Province. The company specializes in the research, production, and sales of automotive structural and functional components [1] - The main business revenue composition of 泰鸿万立 includes structural components (71.24%), functional components (18.60%), scrap materials (7.90%), molds (2.11%), materials and others (0.14%), and other revenues (0.01%) [1]