证券代码：600596 证券简称：新安股份 公告编号：2026-003 号 浙江新安化工集团股份有限公司 关于公司及控股子公司提供担保的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●被担保人名称： 镇江江南化工有限公司（以下简称"镇江江南"） 合肥星宇化学有限责任公司（以下简称"合肥星宇"） 福建新安科技有限责任公司（以下简称"福建新安"） 甘肃西部鑫宇化学有限公司（以下简称"西部鑫宇"） 新安硅材料（盐津）有限公司（以下简称"新安硅材料"） 福建福杭新业科技股份有限公司（以下简称"福杭新业"） 湖北皇恩烨新材料科技有限公司（以下简称"湖北皇恩烨"） 浙江启源新材料有限公司（以下简称"启源新材"） 浙江传化嘉易新材料有限公司（以下简称"传化嘉易"） 湖州启源金灿新能源科技有限公司（以下简称"启源金灿"） 宁夏新安科技有限公司（以下简称"宁夏新安"） ●担保金额：截至 2026 年 1 月 31 日，公司及控股子公司为控股子公司实际已提供 担保总额为 23.2053 亿元。 ●本次担保是否有反 ...

Core Viewpoint - The A-share market saw a strong performance in gold-related stocks, with several companies experiencing significant price increases on February 11 [1] Group 1: Stock Performance - Baodi Mining reached the daily limit with a rise of 9.97%, bringing its total market value to 6.968 billion [2] - Guocheng Mining increased by 9.18%, with a total market capitalization of 36.8 billion [2] - Hangmin Co. and Baoding Technology both rose over 5%, with market values of 8.861 billion and 7.934 billion respectively [2] - Other notable performers included Zhongjin Metal, Shandong Gold, and Feinan Resources, all of which saw increases of over 4% [1][2] Group 2: Year-to-Date Performance - Baodi Mining has a year-to-date increase of 18.02% [2] - Guocheng Mining's year-to-date rise stands at 11.65% [2] - Hangmin Co. and Baoding Technology have year-to-date increases of 25.98% and 23.86% respectively [2] - Shandong Gold and Feinan Resources also reported strong year-to-date performances of 22.35% and 28.17% [2]

Group 1 - Xin'an Co., Ltd. executed a block trade of 729,900 shares on February 9, with a transaction value of 9.2989 million yuan, accounting for 2.63% of the total trading volume for that day [1] - The transaction price was 12.74 yuan, which remained stable compared to the market closing price of 12.74 yuan [1]

Core Viewpoint - The competition for computing power in AI large models has intensified, with chip cooling becoming a hidden bottleneck for industry development. New materials and cooling solutions are essential for addressing the increasing power density of high-performance chips [2][4]. Group 1: Company Developments - Xin'an Co., a leader in organic silicon, has partnered with Canxiang Technology to launch an immersion liquid cooling solution, applying self-developed high-performance silicon-based cooling liquid to commercial immersion cooling platforms [2]. - The newly introduced ICL series immersion silicon-based liquid cooling products demonstrate Xin'an's long-term technological foundation, featuring excellent insulation, low viscosity for rapid heat dissipation, and environmental friendliness [5]. - Xin'an's shift from a raw material supplier to a comprehensive solution provider marks a significant transformation in the context of increasing competition in the traditional organic silicon market [7]. Group 2: Market Insights - The liquid cooling market in China is projected to reach 29.3 billion yuan by 2025, with the edge computing market expected to exceed 100 billion yuan [7]. - The phenomenon of high power density in chips is becoming more pronounced across various applications, including electric vehicles, data centers, humanoid robots, and power semiconductors, necessitating advanced cooling solutions [7]. Group 3: Technical Innovations - The immersion cooling solution allows high-performance AI servers to be fully submerged in a special silicon-based cooling liquid, breaking the physical limits of traditional air cooling technology [4]. - The current heat power density on AI processors has reached 1 kW/cm², significantly exceeding the temperatures found in rocket nozzles, highlighting the urgent need for innovative thermal management solutions [5]. - Future chip thermal management will focus on shortening thermal paths and reducing interface thermal resistance, potentially through the introduction of high thermal conductivity materials [8][9].

Core Viewpoint - Xin'an Co., Ltd. has successfully commercialized its self-developed high-performance silicon-based cooling liquid in collaboration with Suanxiang Technology, marking a significant step in the application of organic silicon functional materials in green computing [1][2]. Group 1: Project Implementation and Performance - The silicon-based cooling liquid has been implemented in a commercial immersion liquid cooling computing platform in Hangzhou, achieving stable operation [1]. - The deployed platform features a high power density immersion cooling architecture, with a single cabinet power density reaching 210 kW, catering to various computing needs [1]. Group 2: Technical Advantages and Economic Impact - The project demonstrates the reliability and economic viability of silicon-based liquid cooling materials under real load conditions, highlighting the unique advantages of organic silicon materials in addressing high heat flux density cooling challenges [2]. - The immersion cooling solution has effectively overcome the thermal bottlenecks faced by traditional air cooling and cold plate liquid cooling systems, reducing the system PUE value to below 1.1 and achieving energy savings exceeding 35% [3]. Group 3: Future Directions and Market Potential - With the continuous growth in AI computing demand and stricter energy consumption constraints for data centers, liquid cooling technology is emerging as a key development direction for next-generation computing infrastructure [5]. - Xin'an Co., Ltd. aims to extend organic silicon applications from traditional industrial uses to emerging scenarios such as computing infrastructure, targeting large-scale supercomputing centers, distributed computing centers, energy storage centers, and power communication [5].

Core Insights - The article highlights the launch of a commercial immersion liquid cooling project by Xinan Co., which utilizes silicon-based cooling technology to meet the surging demand for computing power in data centers [1][2] Group 1: Project Overview - The project is a collaboration between Xinan Co. and Suanxiang Technology Co., focusing on the commercialization of organic silicon materials in critical green computing applications [1] - The immersion liquid cooling solution developed by Xinan Co. offers advantages such as faster heat dissipation and lower energy consumption compared to traditional cooling methods [1] Group 2: Technical Specifications - The newly launched commercial computing platform features a high-power density immersion liquid cooling architecture, with a single cabinet power density reaching 210 kW, capable of supporting multi-card parallel computing needs [2] - The energy efficiency of the platform has been significantly optimized, achieving over 35% energy savings compared to conventional cooling methods [2] Group 3: Future Aspirations - Xinan Co. aims to develop a mature solution by integrating material development, engineering experience, and application capabilities to better support infrastructure construction in computing power, energy storage, and electric vehicle charging stations [2]

Core Viewpoint - Company Xin'an Co., Ltd. (600596.SH) is advancing in the computing power sector by launching its first commercial immersion silicon-based liquid cooling project in collaboration with Hangzhou Suanxiang Technology Co., Ltd. [1] Group 1: Project Details - The immersion cooling project has officially commenced operations, utilizing self-developed silicon-based cooling liquid to validate its reliability and economic viability in real load environments [1] - The energy usage efficiency (PUE) of the project has stabilized below 1.1, achieving over 35% energy savings compared to traditional air cooling solutions [1] Group 2: Product Offerings - Xin'an Co., Ltd. has introduced three series of immersion silicon-based liquid cooling products, which include immersion computing liquid cooling, immersion energy storage liquid cooling, and fast charging liquid cooling, targeting various applications such as large computing centers and energy storage stations [2] Group 3: Industry Landscape - The liquid cooling technology is emerging as a significant development direction for next-generation computing infrastructure, with competitors like Dow Chemical, Runhe New Materials, and Chenguang New Materials also entering the silicon-based cooling liquid market [3] - The future market ecosystem for immersion liquid cooling is expected to feature multiple media coexisting, with silicon-based liquid cooling showing promising growth potential considering factors like stability, safety, energy consumption, cost, and environmental impact [3] - Xin'an Co., Ltd. has over 40 years of experience in the silicon industry and is extending its applications from traditional industrial uses to new scenarios in computing infrastructure [3]

据新安股份介绍，本次落地的商用算力平台，采用高功率密度浸没式液冷架构，单机柜功率密度达 210kW，可支持多卡并行计算需求，为多类型算力客户提供服务。项目实测数据显示，数据中心PUE可 降至1.1以下，较传统冷却方式实现节能35%，能效水平明显优于传统方案。 中证报中证网讯(记者罗京)2月3日，记者从新安股份（600596）获悉，公司自研的硅基冷却液浸没式液 冷解决方案，近日在杭州中国数谷落地首个商用项目，并实现稳定运行。 新安股份表示，公司自研的硅基冷却液具备高绝缘性、低挥发性、热稳定性强及环境友好等特性，可直 接与服务器核心器件接触以实现散热，在安全性、能效及长期可靠性方面具备显著优势。 业内人士表示，随着数算中心规模、功率不断提升，高效冷却技术快速发展，液冷具有低能耗成本、高 散热等优势，逐步成为数据中心主流冷却方案。其中，浸没式液冷解决方案有效攻克了传统风冷及冷板 液冷在超高功率密度算力集群面前遇到的散热瓶颈，为下一代算力中心散热树立了新的技术标杆。同 时，浸没式冷却方案具有降低设备维护成本、延长设备使用寿命、提升设备运行稳定性等优势，将大大 降低算力中心的建设与运维成本。 新安股份表示，项目的顺利运 ...

Group 1 - The agricultural chemical sector experienced a significant decline of 6.88% on February 2, with Hongda Co. leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] - Key stocks in the agricultural chemical sector saw substantial losses, with Hongda Co. down 10.02% to 14.63, and Zhongnong United down 10.01% to 18.52 [1] Group 2 - The agricultural chemical sector saw a net outflow of 2.269 billion yuan from main funds, while retail investors had a net inflow of 2.299 billion yuan [1] - Individual stock fund flows showed varied results, with Guangxin Co. experiencing a net outflow of 40.09 million yuan from main funds [2] - Longqing Co. had a net inflow of 4.18 million yuan from main funds, while Jinzhen Co. saw a net outflow of 3.77 million yuan from retail investors [2]

证券代码：600596 证券简称：新安股份 公告编号：2026-002号 浙江新安化工集团股份有限公司关于闲置募集资金现金管理到期赎回公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 到期赎回现金管理产品 一、募集资金现金管理审议程序 公司于2025年8月20日召开第十一届董事会第二十次会议、第十一届监事会第十二次会议审议通过了 《关于使用暂时闲置募集资金进行现金管理的议案》，同意公司使用最高不超过人民币2亿元（单日最 高余额，含本数）的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好的保本型理财产品 或存款类产品（包括但不限于保本型理财产品、结构性存款、大额存单、定期存款等），且该等现金管 理产品不得用于质押，不得用于以证券投资为目的的投资行为。使用期限自本次董事会审议通过之日起 至2026年3月31日止，在前述额度及期限范围内，公司可以循环滚动使用。上述事项在董事会审批权限 范围内，无需提交股东会审议。保荐机构中信证券股份有限公司出具了无异议的核查意见（具体内容详 见公司于2025年8 ...