证券代码：300943 证券简称：春晖智控 公告编号：2026-005 浙江春晖智能控制股份有限公司 关于使用部分闲置募集资金和自有资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）上披露的《关于使用 部分闲置募集资金和自有资金进行现金管理的公告》（公告编号：2025-010）。近 日，公司使用部分闲置自有资金进行现金管理。现将有关情况公告如下： 一、本次使用闲置自有资金进行现金管理的主要情况 单位：人民币万元 | 序 | | | | | | 产品 | 预期年化 | 资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 号 | 受托方 | 产品名称 | 金额 | 起息日 | 到期日 | 类型 | 收益率 | 来源 | | | 杭州银 | 杭州银行"添利 | | | | | | | | | 行股份 | 宝"结构性存款 | | | | 保本浮动 | 0.45%或 | 自有 | | 1 | | 产品 | ...

证券代码：300943 证券简称：春晖智控 公告编号：2026-004 浙江春晖智能控制股份有限公司 关于使用部分闲置募集资金和自有资金进行现金管理的进展公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 浙江春晖智能控制股份有限公司（以下简称"公司"）于 2025 年 2 月 24 日 召开第九届董事会第六次会议和第九届监事会第六次会议，于 2025 年 3 月 12 日 召开 2025 年第二次临时股东大会，审议通过了《关于使用部分闲置募集资金和自 有资金进行现金管理的议案》，同意公司使用不超过人民币 20,000 万元（含本数） 闲置募集资金以及公司和子公司使用不超过人民币 45,000 万元（含本数）闲置自 有资金进行现金管理，使用期限自股东大会审议通过之日起 12 个月内有效。本次 额度经股东大会审议生效后，前次经 2024 年第一次临时股东大会审议通过的使用 部分闲置募集资金和自有资金进行现金管理的额度将自动失效。在上述额度和期 限内，资金可循环滚动使用。 具体内容详见公司在巨潮资讯网（www.cninfo.com.cn）上披露的《关于使用 部分 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300943 | 春晖智控 | 26.12 | -11.61% | 24.59万 | 6.64Z | | 603331 | 百达精工 | 14.92 | -10.01% | 48.49万 | 7.37亿 | | 002843 | 泰嘉股份 | 18.56 | -8.07% | 20.66万 | 3.92亿 | | 688028 | 沃尔德 | 97.50 | -6.88% | 10.58万 | 10.62亿 | | 600860 | 京城股份 | 12.80 | -6.71% | 41.27万 | 5.40 Z | | 002026 | 山东威达 | 15.76 | -6.25% | 35.23万 | 5.56亿 | | 301548 | 崇徳科技 | 75.98 | -5.80% | 4.86万 | 3.77亿 | | 301603 | 乔锋智能 | 77.10 | -5.55% | 3.77万 | 2.96亿 | | 300179 | 四方达 ...

Core Viewpoint - The report from China Economic Net highlights that Springhui Intelligent Control (300943.SZ) experienced a significant stock decline of 11.61%, closing at 26.12 yuan, while a research report from China Merchants Securities expresses optimism about the company's future following its proposed acquisition of Springhui Instruments, suggesting potential growth in SOFC and commercial aerospace sectors [1]. Company Summary - Springhui Intelligent Control's stock closed at 26.12 yuan, reflecting a drop of 11.61% [1]. - The research report from China Merchants Securities indicates a positive outlook on the company's integration of Springhui Instruments, emphasizing a clear dual-driven strategy involving SOFC and commercial aerospace [1]. - The report initiates coverage with a recommendation to "overweight" the stock, indicating confidence in the company's growth prospects post-acquisition [1].

Investment Rating - The report initiates coverage with a "Buy" rating for the company [4]. Core Insights - The company plans to acquire a 61.3106% stake in Chunhui Instrument to achieve 100% ownership, focusing on the SOFC and commercial aerospace sectors [2][3]. - Chunhui Instrument is a leading domestic temperature sensor manufacturer, significantly contributing to the aerospace sector and collaborating with Bloom Energy in the SOFC field for nearly 20 years [3]. - The demand for temperature sensors is expected to surge due to Bloom Energy's recent $2.65 billion SOFC procurement order, which will drive revenue growth for the company [3]. - The company is also expanding into the commercial aerospace market with its satellite release devices, which have shown advantages in satellite deployment [4]. Financial Summary - Revenue projections for 2025, 2026, and 2027 are estimated at 529 million, 591 million, and 713 million yuan, respectively, with corresponding net profits of 53 million, 66 million, and 87 million yuan [4]. - The company’s PE ratios for the same years are projected to be 113.03, 91.91, and 69.26 times [4]. - The expected revenue growth rates are 3.68% for 2025, 11.86% for 2026, and 20.59% for 2027 [4].

证券日报网讯1月27日，春晖智控（300943）在互动平台回答投资者提问时表示，春晖仪表为公司参股 公司，其项目具体信息基于保密原因不便披露。 ...

Investment Rating - The report initiates coverage with an "Accumulate" rating for Chunhui Intelligent Control [1][3]. Core Insights - Chunhui Intelligent Control has proposed to acquire the remaining 61.31% stake in Chunhui Instrument, which is a key supplier in the SOFC and aerospace markets. This acquisition is expected to significantly enhance the company's performance and market position [1][7]. - The company is well-positioned to benefit from the growing demand in the SOFC and commercial aerospace sectors, with a clear dual-driver growth strategy [7][8]. Summary by Sections Acquisition of Chunhui Instrument - Chunhui Intelligent Control aims to fully acquire Chunhui Instrument through a combination of shares and cash, with a total transaction value of approximately 258 million yuan. This acquisition will allow the company to gain 100% control over Chunhui Instrument, which specializes in high-end temperature sensors and precision heaters [11][12]. - The acquisition is expected to create synergies in technology, business, and finance, enhancing the company's capabilities in smart gas and heating solutions [7][11]. Product Competitiveness and Order Growth - Chunhui Instrument has shown strong competitiveness with a significant increase in orders, particularly in temperature sensors, which have doubled due to the surge in SOFC demand. The company reported a 74% increase in order backlog as of September 2025 [17][29]. - The gross margin for core products, particularly temperature sensors supplied to Bloom Energy, is notably high at 57.4%, surpassing industry averages [29][30]. SOFC and Commercial Aerospace Market Potential - The SOFC market is experiencing rapid growth, driven by increasing energy demands from data centers. Each gigawatt of SOFC installation corresponds to a temperature sensor demand of approximately 100-200 million yuan, indicating a potential global market size of nearly 2 billion yuan [7][8]. - In the commercial aerospace sector, the company is positioned to capture a market potentially worth 1-2 billion yuan, with existing contracts for satellite heating devices already in place [7][8]. Financial Performance and Projections - Chunhui Intelligent Control's revenue is projected to grow from 467 million yuan in 2023 to 612 million yuan by 2027, with a compound annual growth rate of approximately 7% [2]. - The company's net profit is expected to recover from a dip in 2024, with projections of 66 million yuan by 2027, reflecting a positive growth trajectory [2][3].

Group 1 - The A-share market saw a rebound in commercial aerospace stocks, with notable increases in share prices for several companies, including Deen Precision Engineering up 18% and Ruichuang Micro-Nano up over 17% [1][2] - Beijing Chuanqiu Space Technology Co., Ltd. announced that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly on the domestic reusable manned spacecraft "Chuanqiu No. 1" in 2028, with a ticket price of 3 million yuan [1] Group 2 - The stock performance of various companies in the commercial aerospace sector includes: - Deen Precision Engineering (300780) with a market cap of 4.517 billion yuan and a year-to-date increase of 59.75% [2] - Ruichuang Micro-Nano (688002) with a market cap of 55.6 billion yuan and a year-to-date increase of 19.88% [2] - Feiwo Technology (301232) with a market cap of 16.4 billion yuan and a year-to-date increase of 29.45% [2] - Other companies like Liujin Technology, Ruihua Tai, and Tianhe Energy also showed significant gains, with increases ranging from 10% to over 12% [1][2]

Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing a rebound, with significant stock price increases for various companies following the announcement of China's first commercial space tourism initiative [1] Group 1: Stock Performance - Deen Precision Engineering (德恩精工) saw an increase of 18.01%, with a total market capitalization of 4.517 billion [2] - Ruichuang Micro-Nano (睿创微纳) rose by 17.59%, reaching a market cap of 55.6 billion [2] - Feiwo Technology (飞沃科技) increased by 16.28%, with a market value of 1.64 billion [2] - Other notable performers include: - Liujin Technology (流金科技) up 12.61% with a market cap of 4.002 billion [2] - Ruihua Tai (瑞华泰) up 12.41% with a market cap of 4.369 billion [2] - Trina Solar (天合光能) up 11.01% with a market cap of 46.5 billion [2] - Taili Technology (太力科技) up 10.76% with a market cap of 6.643 billion [2] - Qian Zhao Optoelectronics (乾照光电) up 10.63% with a market cap of 33.2 billion [2] - Xuanji Information (旋极信息) up 10.25% with a market cap of 11.5 billion [2] - Zhongchao Holdings (中超控股) up 10.03% with a market cap of 11.7 billion [2] - Ju Li Sockets (巨力索具) up 9.99% with a market cap of 13 billion [2] - Chunhui Intelligent Control (春晖智控) up 9.55% with a market cap of 6.104 billion [2] - Shanghai Port Bay (上海港湾) up 8.44% with a market cap of 15.9 billion [2] - Xinke Mobile (信科移动) up 8.23% with a market cap of 68.3 billion [2] - Xinwei Communication (信维通信) up 7.53% with a market cap of 84.3 billion [2] - Goldwind Technology (金风科技) up 7.36% with a market cap of 122 billion [2] - Western Materials (西部材料) up 7.10% with a market cap of 20.7 billion [2] Group 2: Space Tourism Announcement - Beijing Chuanqiu Space Technology Co., Ltd. announced the inclusion of actor Huang Jingyu in China's first commercial space travel lineup, planning to fly in 2028 aboard the domestic reusable spacecraft "Chuanqiu No. 1" [1] - The flight will last approximately 2.5 hours, crossing the Kármán line at 100 kilometers, allowing for 12 minutes of weightlessness [1] - The ticket price is set at 3 million, requiring a 10% deposit and completion of professional training [1]

证券日报网讯 1月22日，春晖智控在互动平台回答投资者提问时表示，春晖仪表为公司参股公司，目前 其未与SpaceX有相关合作。 （文章来源：证券日报） ...