11月10日，苏州天脉导热科技股份有限公司（以下简称"苏州天脉"）导热散热产品智能制造（甪直）基 地建设项目开工仪式在苏州市吴中区甪直镇隆重举行。据悉，该项目计划总投资17亿元，旨在推动散热 技术的发展，打造国内领先的导热散热产品智能制造基地，进一步巩固公司在高端散热领域的市场地 位。 苏州市政协副主席、吴中区委书记丁立新；吴中区委副书记、区长万利；吴中区委常委、经开区党工委 副书记、管委会副主任黄乃宏；吴中区委常委、区政府副区长周学斌；苏州天脉董事长、总经理谢毅； 苏州天脉董事、行政中心总监沈锋华等领导和嘉宾出席本次活动。 谢毅在致辞中表示："新基地的建设不仅是企业发展的里程碑，更是响应国家'双碳'战略的重要举措。 我们将以智能化制造推动行业降本增效，为全球客户提供更高效、环保的散热产品。" 作为行业领先的导热散热解决方案供应商，苏州天脉此次新建基地将聚焦高端均温板产品的产能提升与 智能化转型，并引入先进的自动化生产设备及数字化管理系统。达产后，该基地将实现年产3000万PCS 高端均温板的能力。 记者了解到，苏州天脉在导热散热领域有超过18年的经营经验，已形成涵盖热管、均温板、导热片、相 变材料等多元化产 ...

前三季度比亚迪国内动力电池装机量为113.42GWh，外供占比突破20%。 比亚迪电池外供占比突破20%，从"自供"走向"超级供应商" 今年前三季度，比亚迪累计销量达326万辆，同比增长18.6%，看似稳健的数字背后，却藏着一个关键转折 ——第三季度销量111.42万辆，同比下降1.82%。但另一组数据却呈现出截然不同的强劲势头：根据SNE数 据，今年第三季度比亚迪电动汽车电池使用量以55.1GWh位居全球第二，同比增长28.4%，与比亚迪新能 源汽车销量呈现截然相反的状态。 | 主要外供客户 己知配套车型/项目 | | 关键信息 | | --- | --- | --- | | 中国一汽/一 汽丰田/一汽奥 | 一汽丰田bZ3、红旗E- | 一汽曾是比亚迪最 大的国内外部整车 | | 曲 | QM5、Q6L e-tron | 客户。 | | 特斯拉 | 柏林工厂Model Y 基 | 搭载比亚迪"刀片电 | | | 础版 | 池"。 | | 蔚来汽车 | 乐道汽车L60 | 于2024年6月通过 工信部产品公示确 | | | | 认合作。 | | 小米汽车 | 小米SU7 标准续航版 | 采用比亚迪刀片电 | ...

作为行业领先的导热散热解决方案供应商，苏州天脉此次投建的导热散热产品智能制造甪直基地意义重大。项目 将聚焦于高端均温板产品的产能提升与智能化转型，计划引入行业内先进的自动化生产设备及数字化管理系统。 据悉，项目完全达产后，将实现年产3000万PCS高端均温板的生产能力，显著提升公司在导热散热领域的市场供 给能力与核心竞争力。 开工仪式现场政企云集，气氛热烈。苏州市政协副主席、吴中区委书记丁立新，吴中区委副书记、区长万利，以 及区相关部门主要领导悉数到场；苏州天脉导热科技股份有限公司董事长、总经理谢毅，董事、行政中心总监沈 锋华等公司高层共同出席。政企双方的高度重视与紧密协作，彰显了对项目未来发展的坚定信心。 11月10日上午，苏州天脉（301626）导热散热产品智能制造甪直基地建设项目在苏州市吴中区甪直镇正式开工奠 基。这一总投资高达17亿元的重大项目，标志着苏州天脉在深化导热散热产业布局、提升智能制造水平方面迈出 了关键一步，旨在打造国内领先的导热散热产品智能制造基地，进一步巩固其在高端散热领域的市场地位。 苏州天脉深耕导热散热领域已逾18年，形成了涵盖热管、均温板、导热片、相变材料等在内的多元化产品矩阵， ...

Core Points - Suzhou Tianmai has launched a new intelligent manufacturing base for thermal management products with a total investment of 1.7 billion yuan, aiming to strengthen its market position in the high-end thermal management sector [1] - The new facility will focus on enhancing the production capacity and smart transformation of high-end uniform temperature plates, with an expected annual output of 30 million units upon reaching full capacity [1] - The company has over 18 years of experience in the thermal management field and has developed a diversified product matrix, including heat pipes, uniform temperature plates, thermal pads, and phase change materials [1] - By September 2025, Suzhou Tianmai and its subsidiaries are expected to have obtained a total of 100 authorized patents, including 17 invention patents, showcasing significant technological achievements [1] - The establishment of the new base is aligned with the national "dual carbon" strategy, aiming to promote cost reduction and efficiency improvement in the industry through intelligent manufacturing [2] - The project is anticipated to drive collaborative development within the regional industrial chain and inject new momentum into the intelligent manufacturing industry cluster in Suzhou Wu Zhong District [2]

人民财讯11月10日电，11月10日上午，苏州天脉（301626）导热散热产品智能制造甪直基地建设项目举 行开工仪式，该项目投资总额17亿元，将引入行业内先进的智能化机器设备建成导热散热产品智能制造 基地。公司拟通过本项目扩充高端均温板产品产能，提升智能制造水平，以满足市场需求。项目建成后 公司将新增年产3000万PCS高端均温板的生产能力，具有良好的经济效益。 ...

Company Overview - Suzhou Tianmai Thermal Technology Co., Ltd. was established in 2007, initially focusing on thermal interface materials, which have high technical barriers in the mid-to-high-end product market [2][4]. - The company has developed high thermal conductivity, low volatility, and low oil thermal silicone sheets, widely used in consumer electronics, security monitoring, automotive electronics, and communication equipment [2][4]. Product Development - In 2012, the company independently developed artificial graphite materials for heat dissipation, responding to the increasing demand for thermal management in consumer electronics [3]. - The company has invested in research and development of heat pipes and temperature equalization plates since 2014, despite initial market uncertainties [3]. New Projects - The company plans to invest in two new projects: 1. **Suzhou Tianmai Thermal Products Intelligent Manufacturing Base**: - Land area: 100 acres - Total investment: 1.7 billion CNY - Expected annual production capacity: 30 million high-end temperature equalization plates [4][5]. 2. **Suzhou Tianmai Thermal Products Intelligent Manufacturing Base (Hui Kai Road)**: - Total investment: 600 million CNY - Expected annual production capacity: 18 million high-end temperature equalization plates [5]. Financial Performance - For the first three quarters of 2025, the company reported: - Revenue: 818.44 million CNY, a year-on-year increase of 18.42% - Non-recurring net profit: 137.49 million CNY, a year-on-year increase of 2.24% [9][10]. - The lower growth rate of non-recurring net profit compared to revenue is attributed to increased management and R&D expenses, which rose by 38.76% and 36.20% respectively [10]. Strategic Goals - The 2025 restricted stock incentive plan aims to set challenging performance targets based on: 1. Industry prospects and market opportunities, particularly in emerging fields like smartphones, new energy vehicles, and 5G base stations [8]. 2. The company's strategic investments and capacity layout, which provide a solid foundation for future revenue growth [8]. 3. A balance between challenge and feasibility in performance targets to effectively motivate the team [8][9]. Product Applications - The company's thermal interface materials include thermal pads, thermal gels, phase change materials, thermal pastes, and liquid metals, with thermal conductivity reaching up to 15 W/m.K [10].

Suspension and Resumption of Trading - Shiwai New Materials: The offer period for Zhi Yuan Heng Yue's acquisition has ended, and the stock is suspended for one day [1] - Zhongyuan Co., Ltd.: The actual controller is planning a change in company control, with a suspension period not exceeding three trading days [1] - Delong Huineng: The actual controller has changed to Ms. Sun Weijia, and the stock has resumed trading [1] Share Buyback - Haida Group: Plans to repurchase shares worth between 1 billion to 1.6 billion yuan, with a maximum repurchase price of 62.00 yuan per share [2] Investment Cooperation and Operational Status - Yunnan Energy Investment: Huaping Yuneng New Energy Co., Ltd. is investing in the Huaping West Wind Power Project with a capacity of 150 MW and a total investment of 780 million yuan; Honghe Yuneng Investment New Energy Development Co., Ltd. is investing in the Yongning Wind Power Project (Phase IV) with a capacity of 87.1 MW and a total investment of 453 million yuan; Yongsheng Yuneng New Energy Co., Ltd. is investing in the Aguzi Wind Power Project with a capacity of 100 MW and a total investment of 619 million yuan [3] - Xiasha Precision: Plans to raise no more than 800 million yuan through a private placement for the industrialization of core components of intelligent transmission systems, equipment development, technology research, and working capital [3] - Suzhou Tianmai: Plans to invest no more than 600 million yuan in the construction of an intelligent manufacturing base for thermal conductive products, which will add an annual production capacity of 18 million high-end uniform temperature plates [3] - Fulian Precision: Jiangxi Shenghua plans to invest in a new high-density lithium iron phosphate project with an annual production capacity of 350,000 tons in the Deyang-Abazhou Ecological Economic Industrial Park, with an estimated total investment of 4 billion yuan [3] - Renxin New Materials: Plans to invest in an integrated project for polystyrene new materials with a total investment of 3.8 billion yuan in cooperation with the Huizhou Daya Bay Economic and Technological Development Zone [3] - New World: Signed a cooperation agreement for GLP-1 class long-acting peptide innovative drugs [4] Performance Changes - Keli Yuan: Third-quarter net profit of 80.43 million yuan, a year-on-year increase of 2,836.88% [5] - Hailian Jinhui: Third-quarter net profit of 76.87 million yuan, a year-on-year increase of 1,000.56% [5] - Tianqiao Hoisting: Third-quarter net profit of 41.29 million yuan, a year-on-year increase of 618.70% [5] - Shengyi Electronics: Third-quarter net profit of 584 million yuan, a year-on-year increase of 545.95% [5] - Huasheng Tiancai: Third-quarter net profit of 219 million yuan, a year-on-year increase of 563.58% [5] - Boliang Optoelectronics: Third-quarter net profit of 11.53 million yuan, a year-on-year increase of 470.61% [5] - Geling Deep Vision: Third-quarter revenue of 51.76 million yuan, a year-on-year increase of 453.28% [5] - Jibite: Third-quarter net profit of 570 million yuan, a year-on-year increase of 307.70% [5] - Mingzhi Electric: Third-quarter net profit of 22.88 million yuan, a year-on-year increase of 215.97% [6] - Shengyi Technology: Third-quarter net profit of 1.017 billion yuan, a year-on-year increase of 131.18% [6] - Jingce Electronics: Third-quarter net profit of 72.42 million yuan, a year-on-year increase of 123.44% [6] - Feirongda: Third-quarter net profit of 120 million yuan, a year-on-year increase of 120.52% [6] - Xingqi Eye Medicine: Third-quarter net profit of 264 million yuan, a year-on-year increase of 117.45% [6] - State Grid Yingda: Third-quarter net profit of 1.086 billion yuan, a year-on-year increase of 102.49% [6] - Guanghong Technology: Third-quarter net profit of 99.61 million yuan, a year-on-year increase of 99.68% [6] - China Shipbuilding: Third-quarter net profit of 2.074 billion yuan, a year-on-year increase of 97.56% [6] - Huasheng Securities: Third-quarter net profit of 848 million yuan, a year-on-year increase of 97.61% [6] - Aofei Data: Third-quarter net profit of 57.55 million yuan, a year-on-year increase of 90.36% [6] - Giant Network: Third-quarter net profit of 640 million yuan, a year-on-year increase of 81.19% [6] - Tianneng Co., Ltd.: Third-quarter net profit of 491 million yuan, a year-on-year increase of 81.92% [6] - Yutong Bus: Third-quarter net profit of 1.357 billion yuan, a year-on-year increase of 78.98% [6] - Aerospace Intelligent Manufacturing: Third-quarter net profit of 259 million yuan, a year-on-year increase of 73.98% [6] - Jucheng Co., Ltd.: Third-quarter net profit of 115 million yuan, a year-on-year increase of 67.69% [6] - Longqi Technology: Third-quarter net profit of 152 million yuan, a year-on-year increase of 64.46% [6] - Zhaoyi Innovation: Third-quarter net profit of 508 million yuan, a year-on-year increase of 61.13% [6] - Sunshine Power: Third-quarter net profit of 4.147 billion yuan, a year-on-year increase of 57.04% [6] - Hudian Co., Ltd.: Third-quarter net profit of 1.035 billion yuan, a year-on-year increase of 46.25% [6] - South Grid Energy Storage: Third-quarter net profit of 601 million yuan, a year-on-year increase of 43.41% [6] - Jiangxi Copper: Third-quarter net profit of 1.849 billion yuan, a year-on-year increase of 35.20% [6] - Haowei Group: Third-quarter net profit of 1.182 billion yuan, a year-on-year increase of 17.26% [6]

Core Viewpoint - Suzhou Tianmai plans to invest up to 600 million RMB to expand its production capacity for high-end uniform temperature plates, aiming to enhance its smart manufacturing capabilities and meet market demand [1] Investment Plan - The investment will be directed towards the construction of the Suzhou Tianmai thermal conductive and heat dissipation products intelligent manufacturing base located at Huikai Road, Luzhi Town, Wuzhong District, Suzhou [1] - The total planned investment for the project is capped at 600 million RMB, with specific investment amounts and plans to be adjusted based on actual project scale and environmental capacity [1] Production Capacity - Upon completion, the project is expected to add an annual production capacity of 18 million pieces of high-end uniform temperature plates [1] - The project is anticipated to yield significant economic benefits for the company [1]

Core Viewpoint - Suzhou Tianmai plans to issue convertible bonds to raise no more than 786 million yuan (including principal) for the construction of its Zhuzhi base for intelligent manufacturing of thermal conduction and heat dissipation products, with a total project investment of 1.36 billion yuan [1] Group 1: Fundraising and Project Details - The company intends to raise funds through a public offering of convertible bonds, with a maximum amount of 786 million yuan [1] - The total investment for the project is 1.36 billion yuan, indicating a significant commitment to expanding production capacity [1] - Prior to the fundraising, the company will use self-raised funds for initial investments [1] Group 2: Production Capacity and Market Impact - Upon completion, the project will add an annual production capacity of 30 million high-end isothermal plates [1] - The company asserts that the project is necessary and feasible, which will enhance its market competitiveness and profitability [1]