长江商报消息 ●长江商报记者 潘瑞冬 业绩稳增，同飞股份（300990.SZ）拟南北双线布局加码温控赛道。 1月6日晚间，同飞股份连发两则重磅公告，宣布拟分别在河北三河与江苏苏州同步推进两大投资项目， 总投资额高达9亿元。 此次南北双线布局，既是公司深化工业温控主业的关键举措，也彰显了其抢占新兴领域市场的战略雄 心。 南北双线布局加码温控赛道 2024年，同飞股份出现增收不增利，2025年公司业绩回暖且呈高速增长态势。2025年前三季度，同飞股 份实现营业收入20.81亿元，同比增长51.50%；归母净利润1.8亿元，同比增长158.11%。 从单季度来看，2024年四季度至2025年三季度，公司的归母净利润连续4个季度增长，分别为8351万 元、6191万元、6299万元、5557万元，同比增长101.24%、1104.89%、272.7%、16.06%。 长江商报记者注意到，业绩高增得益于储能与液冷业务双轮驱动。 根据1月6日公告，同飞股份的南方总部项目落子苏州科技城，计划投资6亿元，将在太湖科学城建设工 业领域冷却设备及组件生产基地，主要涵盖液体恒温设备、电气箱恒温装置、纯水冷却单元和特种换热 器四大产 ...

2026年1月6日晚间，三河同飞制冷股份有限公司（以下简称"同飞股份（300990）"）连发两则对外投资 公告，宣布拟分别在河北三河经济开发区与苏州科技城投资建设液冷温控项目及南方总部项目，总投资 额合计达9亿元。 公告显示，三河液冷温控项目计划总投资约3亿元，项目建设内容包括液冷车间、研发楼及相关附属设 施，将严格按照"拿地即开工"政策要求推进，开工后24个月内竣工投产，投产12个月内实现整体达产。 作为同飞股份的本土扩产项目，该基地将聚焦液冷温控核心产品的产能提升，服务北方地区数控装备、 电力电子、储能等领域客户。 胡麒牧认为，亩均效益要求既是政府部门对产业用地高效利用的约束，也是对企业市场竞争力的考验， 同飞股份作为行业内具有一定知名度的企业，已积累了稳定的客户资源和技术优势，若能顺利实现产能 释放，有望达到预期目标。随着新兴产业需求的持续增长，公司产品的市场消化能力具备较强支撑。 添翼数字经济智库高级研究员吴婉莹对《证券日报》记者表示，同飞股份此次总投资9亿元建设南北两 大基地，是通过"北方扩产、南方建总部"的差异化布局，旨在贴近核心市场、服务重点客户，并抢占高 增长新兴产业的战略举措。这一布局既实现 ...

公告称，通过本次对外投资，有利于公司增强产品供应与服务能力，实现"生产与服务贴近客户"目标，提高客户黏性，同时有利于公司市场开拓，提升公司 影响力。 智通财经APP讯，同飞股份(300990.SZ)公告，公司拟与苏州科技城管理委员会签署《战略合作意向书》，计划在苏州科技城投资建设南方总部暨工业领域冷 却设备及组件项目，本项目投资额约6亿元。公司拟在苏州高新区辖区范围内设立全资子公司，作为本项目的实施主体。 本次拟建设项目主要生产液体恒温设备、电气箱恒温装置、纯水冷却单元和特种换热器四大产品系列，产品及解决方案主要应用于数控装备、激光、电力电 子、储能、半导体、数据中心、氢能、新能源汽车(充换电)、医疗器械、油气储运等产业领域。公司计划2026年启动约60亩工业地块的建设，引进多条数字 化产线，形成"研发-制造-销售-服务"为一体的产业格局。 ...

南财智讯1月6日电，同飞股份公告，公司与苏州科技城管理委员会签订战略合作意向书，计划在苏州科 技城投资建设南方总部暨工业领域冷却设备及组件项目，投资额约6.00亿元。项目拟占地约60亩，主要 生产液体恒温设备、电气箱恒温装置、纯水冷却单元和特种换热器等产品，应用于数控装备、激光、储 能、半导体、新能源汽车等领域。公司将在苏州高新区设立注册资本为1.00亿元的全资子公司作为项目 实施主体。本次投资资金来源为自有或自筹资金，短期内不会对公司经营成果产生重大影响，项目涉及 的审批、土地出让等事项存在不确定性，存在延期、变更或终止的风险。 ...

12月18日，同飞股份跌5.01%，截至发稿，报77.28元/股，成交4.15亿元，换手率6.78%，总市值131.82 亿元。 资料显示，三河同飞制冷股份有限公司位于河北三河经济开发区崇义路30号，成立日期2001年1月11 日，上市日期2021年5月12日，公司主营业务涉及工业温控设备的研发、生产和销售。主营业务收入构 成为：液体恒温设备70.43%，电气箱恒温装置14.48%，纯水冷却单元8.60%，特种换热器3.43%，其他 3.06%。 从基金十大重仓股角度 截至发稿，邓明明累计任职时间6年199天，现任基金资产总规模410.22亿元，任职期间最佳基金回报 33%， 任职期间最差基金回报1.82%。 张静娴累计任职时间225天，现任基金资产总规模30.08亿元，任职期间最佳基金回报2.97%， 任职期间 最差基金回报0.85%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，鹏华基金旗下1只基金重仓同飞股份。鹏华金享混合A（008 ...

Core Viewpoint - Tongfei Co., Ltd. experienced a significant decline in stock price, with a drop of 5.79% on November 21, resulting in a trading volume of 235 million yuan. The company has a high financing balance, indicating potential investor caution [1]. Financing and Margin Trading - On November 21, Tongfei Co., Ltd. had a financing buy-in amount of 20.27 million yuan and a financing repayment of 31.39 million yuan, leading to a net financing outflow of 11.13 million yuan. The total financing and margin trading balance reached 180 million yuan, accounting for 1.62% of the circulating market value, which is above the 80th percentile level over the past year [1]. - The company had no short selling activity on the same day, with a short selling balance of 6529 yuan, also exceeding the 80th percentile level over the past year [1]. Business Performance - For the period from January to September 2025, Tongfei Co., Ltd. achieved an operating income of 2.08 billion yuan, representing a year-on-year growth of 51.50%. The net profit attributable to shareholders was 180 million yuan, reflecting a substantial year-on-year increase of 158.11% [2]. - The company has distributed a total of 337 million yuan in dividends since its A-share listing, with 244 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Tongfei Co., Ltd. increased by 3.46% to 13,100, with an average of 5840 circulating shares per person, a decrease of 5.08% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 1.77 million shares, an increase of 372,700 shares compared to the previous period. Other notable changes include a decrease in holdings by Southern Innovation-Driven Mixed A and Fortune New Vitality Flexible Allocation Mixed A [3].

Group 1 - The stock of Tongfei Co., Ltd. dropped by 5.05% on October 9, trading at 80.71 CNY per share, with a transaction volume of 290 million CNY and a turnover rate of 4.56%, resulting in a total market capitalization of 13.7 billion CNY [1] - Tongfei Co., Ltd. specializes in the research, production, and sales of industrial temperature control equipment, with its main business revenue composition being: liquid constant temperature equipment 70.43%, electrical box temperature control devices 14.48%, pure water cooling units 8.60%, special heat exchangers 3.43%, and others 3.06% [1] Group 2 - Changxin Fund holds a significant position in Tongfei Co., Ltd. through its fund Changxin Quantitative Small and Medium Cap Stock A (519975), which held 73,800 shares in the second quarter, accounting for 1.48% of the fund's net value, ranking as the tenth largest holding [2] - The fund has experienced a floating loss of approximately 316,600 CNY as of the latest data [2] - Changxin Quantitative Small and Medium Cap Stock A has a total scale of 221 million CNY and has achieved a year-to-date return of 38.18%, ranking 1385 out of 4221 in its category [2]

Group 1 - The stock of Tongfei Co., Ltd. increased by 5.05% on September 25, reaching a price of 85.52 CNY per share, with a trading volume of 300 million CNY and a turnover rate of 4.63%, resulting in a total market capitalization of 14.517 billion CNY [1] - Tongfei Co., Ltd. specializes in the research, production, and sales of industrial temperature control equipment, with its main business revenue composition being: liquid constant temperature equipment 70.43%, electrical box constant temperature devices 14.48%, pure water cooling units 8.60%, special heat exchangers 3.43%, and others 3.06% [1] Group 2 - Nord Fund has a significant holding in Tongfei Co., Ltd., with the Nord Quantitative Core A fund (006267) holding 25,700 shares, accounting for 1.05% of the fund's net value, ranking as the tenth largest holding [2] - The Nord Quantitative Core A fund has achieved a year-to-date return of 31.64%, ranking 2981 out of 8173 in its category, and a one-year return of 70.67%, ranking 1550 out of 8003 [2] - The fund manager, Wang Hengnan, has been in position for 6 years and 310 days, with the fund's total asset size currently at 220 million CNY, and the best return during his tenure being 54.3% [2]

Core Viewpoint - Tongfei Co., Ltd. has shown significant growth in revenue and net profit, indicating strong business performance and investor interest in the company [2][3]. Financing Summary - On September 17, Tongfei Co., Ltd. experienced a stock price increase of 1.38% with a trading volume of 516 million yuan. The financing buy-in amount was 41.09 million yuan, while the financing repayment was 61.67 million yuan, resulting in a net financing outflow of 20.58 million yuan. The total financing and securities balance reached 141 million yuan [1]. - The current financing balance of 141 million yuan accounts for 0.96% of the circulating market value, which is above the 80th percentile of the past year, indicating a high level of financing activity [1]. - In terms of securities lending, there were no shares sold or repaid on September 17, with a remaining balance of 100 shares valued at 8,597 yuan, which is above the 70th percentile of the past year [1]. Business Performance - As of June 30, the number of shareholders for Tongfei Co., Ltd. increased to 12,600, a rise of 27.29%, while the average circulating shares per person decreased by 21.09% to 6,153 shares [2]. - For the first half of 2025, the company reported a revenue of 1.264 billion yuan, representing a year-on-year growth of 58.04%. The net profit attributable to shareholders was 125 million yuan, showing a remarkable increase of 466.71% compared to the previous year [2]. Dividend and Shareholding Structure - Since its A-share listing, Tongfei Co., Ltd. has distributed a total of 337 million yuan in dividends, with 244 million yuan distributed over the past three years [3]. - As of June 30, 2025, new institutional shareholders have entered the top ten circulating shareholders, including Hong Kong Central Clearing Limited and several mutual funds, indicating growing institutional interest in the company [3].

Core Viewpoint - Tongfei Co., Ltd. has shown significant growth in revenue and net profit, indicating strong business performance and investor interest in the company [2][3]. Financing and Trading Activity - On August 26, Tongfei Co., Ltd. experienced a stock price increase of 0.56% with a trading volume of 405 million yuan. The financing buy-in amount was 61.93 million yuan, while the financing repayment was 67.34 million yuan, resulting in a net financing outflow of 5.40 million yuan. The total financing and securities balance reached 213 million yuan [1]. - The current financing balance of 213 million yuan accounts for 1.74% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - There were no short-selling activities reported on August 26, with a short-selling balance of 0 shares, which is also at a high level compared to the past year [1]. Business Performance - For the first half of 2025, Tongfei Co., Ltd. reported a revenue of 1.264 billion yuan, representing a year-on-year growth of 58.04%. The net profit attributable to shareholders was 125 million yuan, showing a remarkable increase of 466.71% compared to the previous year [2]. - The company has distributed a total of 337 million yuan in dividends since its A-share listing, with 244 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, the number of shareholders for Tongfei Co., Ltd. reached 12,600, an increase of 27.29% from the previous period. The average number of circulating shares per shareholder decreased by 21.09% to 6,153 shares [2]. - Notable institutional holdings include new shareholders such as Qianhai Kaiyuan New Economy Mixed A and Qianhai Kaiyuan Public Utilities Stock, holding 1.6995 million shares and 1.3267 million shares respectively [3].