风险提示：证券市场存在波动风险，龙虎榜数据仅为历史交易统计，不构成投资建议，投资者需审慎决 策。（本内容由AI生成，仅供参考，不构成投资建议。）责任编辑：磐石 公开信息显示，腾龙股份近一个月内累计登上龙虎榜11次，交易活跃度维持高位。 9月1日盘后数据显示，腾龙股份因价格波动触发交易公开条件，其龙虎榜买卖席位引发市场关注。买方 席位中，中国银河证券厦门嘉禾路证券营业部以1431.61万元居首，该席位近三个月内上榜个股后3日上 涨概率接近六成，操作风格引发投资者讨论。国泰海通证券总部以1422.03万元紧随其后，其历史交易 活跃度较高，近三个月上榜次数达580次。东方财富证券旗下三家拉萨营业部同步现身买方，东环路第 一、第二及金融城南环路营业部分别买入1276.65万元、1246.80万元和1219.89万元，三家营业部上榜频 率均超500次，但个股短期上涨概率不足35%。 卖方一侧，机构专用席位单日卖出19546.91万元，占卖出前五名总额的65.6%，成为当日离场主力。东 方财富证券拉萨团结路第二证券营业部以3978.84万元位列卖方第二，该席位近三个月上榜个股后3日上 涨概率不足三成。国泰海通证券上海松江 ...

8月28日公司发布的半年报数据显示，上半年公司共实现营业收入18.93亿元，同比增长9.05%，实现净 利润9074.16万元，同比下降21.00%。（数据宝） 腾龙股份(603158)今日下跌8.83%，全天换手率21.32%，成交额12.63亿元，振幅7.00%。龙虎榜数据显 示，机构净卖出1.95亿元，营业部席位合计净卖出3631.78万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.28%上榜，机构专用席位净卖出1.95亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.64亿元，其中，买入成交额为6596.98 万元，卖出成交额为2.98亿元，合计净卖出2.32亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖一，合计净卖出1.95亿元。 近半年该股累计上榜龙虎榜10次，上榜次日股价平均涨3.08%，上榜后5日平均涨9.86%。 资金流向方面，今日该股主力资金净流出1.40亿元，其中，特大单净流出9829.56万元，大单资金净流出 4157.42万元。近5日主力资金净流出4.05亿元。 腾龙股份9月1日交易公开信息 | 买/ | 会员营业部名称 | 买入金额 ...

腾龙股份今日跌8.83%，成交额12.63亿元，换手率21.32%，盘后龙虎榜数据显示，有1家机构专用席位 净卖出1.95亿元。 ...

证券之星消息，9月1日汽车零部件板块较上一交易日下跌0.32%，腾龙股份领跌。当日上证指数报收于 3875.53，上涨0.46%。深证成指报收于12828.95，上涨1.05%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300237 | 美晨科技 | 3.34 | 20.14% | 294.34万 | 9.21亿 | | 000980 | 众泰汽车 | 2.83 | 10.12% | 448.26万 | 12.56亿 | | 000981 | 山子高科 | 2.41 | 10.05% | 1395.60万 | 32.70亿 | | 605255 | 天普股份 | 51.91 | 10.00% | 2100.0 | 1090.11万 | | 831906 | 舜宇精工 | 33.02 | 9.05% | 12.45万 | 3.77亿 | | 300304 | 云意电气 | 14.52 | 8.60% | 66.94万 | 265.6 | | 688280 | ...

Core Viewpoint - Tenglong Co., Ltd. (603158) experienced a significant drop, reaching the daily limit down with a trading volume of 15.46 billion yuan and a turnover rate of 23.55% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to a daily decline of 10.38%, with institutional investors net buying 38.90 million yuan [2] - The top five trading departments accounted for a total transaction of 402 million yuan, with a net selling amount of 90.56 million yuan [2] - Among the trading departments, one institutional seat was noted, which net bought 38.90 million yuan [2] Recent Performance - Over the past six months, the stock has appeared on the "Dragon and Tiger List" nine times, with an average price increase of 4.57% the day after being listed and an average increase of 14.18% over the following five days [3] - Today, the stock saw a net outflow of 216 million yuan in main funds, with large orders contributing to a net outflow of 187 million yuan [3] - In the last five days, the main funds experienced a net outflow of 145 million yuan [3] Financial Results - The company reported a revenue of 1.893 billion yuan for the first half of the year, reflecting a year-on-year growth of 9.05%, while net profit was 90.74 million yuan, showing a decline of 21.00% year-on-year [3]

中国经济网北京8月29日讯腾龙股份（603158）(603158.SH)今日跌停，收报13.03元，跌幅10.01%。腾 龙股份8月28日收报14.48元，跌幅6.10%。 华西证券股份有限公司研究员白宇8月28日发布研报《腾龙股份：营收稳健增长液冷业务小批量量产》 称，维持腾龙股份"增持"评级。 ...

Group 1 - A total of 64 stocks reached the daily limit up, with 9 stocks achieving consecutive limit ups, and 19 stocks failed to close at the limit, resulting in a limit-up rate of 77% (excluding ST and delisted stocks) [1] - Tianpu Co., Ltd. achieved a limit up for 6 consecutive days, while Dechuang Environmental Protection, a focus stock in the environmental sector, reached 4 consecutive limit ups [1] - In the optical communication sector, Changfei Optical Fiber recorded 4 limit ups in 5 days, indicating strong market interest [1] Group 2 - Popular stocks in the computing power industry chain, such as Chuzhong Technology, Huasheng Tiancai, Tenglong Co., Ltd., and Chuanrun Co., Ltd., experienced limit downs [1]

据证券之星公开数据整理，近期腾龙股份（603158）发布2025年中报。截至本报告期末，公司营业总收 入18.93亿元，同比上升9.05%，归母净利润9074.16万元，同比下降21.0%。按单季度数据看，第二季度 营业总收入10.29亿元，同比上升17.27%，第二季度归母净利润4546.19万元，同比下降21.86%。本报告 期腾龙股份公司应收账款体量较大，当期应收账款占最新年报归母净利润比达402.7%。 本次财报公布的各项数据指标表现一般。其中，毛利率18.67%，同比减11.91%，净利率5.47%，同比减 29.78%，销售费用、管理费用、财务费用总计1.12亿元，三费占营收比5.89%，同比减18.87%，每股净 资产4.64元，同比增4.54%，每股经营性现金流0.61元，同比增55.49%，每股收益0.18元，同比减21.74% | 腾龙股份 最新财务摘要 | | --- | | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 17.36亿 | 18.93 亿 | 9.05% | | 归母净利润(元 ...

Investment Rating - The investment rating for the company is "Accumulate" [1] Core Views - The company reported a stable revenue growth of 9.05% year-on-year, achieving a revenue of 1.893 billion yuan in the first half of 2025 [2][3] - The gross profit margin decreased by 2.97 percentage points to 18.67%, indicating short-term pressure on profitability [4] - The company is accelerating its expansion into overseas markets, with overseas sales accounting for 24.41% of total revenue [5] - The company is actively exploring non-automotive thermal management applications, with small-scale production of liquid cooling products [7][8] - The company has adjusted its profit forecast for 2025-2027, expecting revenues of 4.534 billion, 5.363 billion, and 6.334 billion yuan, with corresponding net profits of 252 million, 301 million, and 360 million yuan [9] Summary by Sections Revenue and Profitability - In the first half of 2025, the company achieved a revenue of 1.893 billion yuan, with a year-on-year growth of 9.05%. The net profit attributable to the parent company was 91 million yuan, down 21% year-on-year [2][3] Gross Margin and Expenses - The gross profit margin for the first half of 2025 was 18.67%, a decrease of 2.97 percentage points compared to the previous year. The R&D expense ratio increased to 5.28%, reflecting the company's commitment to innovation [4] Market Expansion - The company achieved overseas sales of 462 million yuan, representing 24.41% of total revenue. The establishment of a factory in Poland is enhancing its presence in Europe [5] Product Development - The company is planning to build a 6,000 tons/year rubber mixing center and a 10 million meters/year air conditioning rubber hose project, expanding its product offerings [6] Non-Automotive Applications - The company is exploring thermal management applications in non-automotive fields, with small-scale production of liquid cooling products for data centers and energy storage cabinets [7][8] Financial Forecast - The company has revised its revenue and profit forecasts for 2025-2027, with expected revenues of 4.534 billion, 5.363 billion, and 6.334 billion yuan, and net profits of 252 million, 301 million, and 360 million yuan respectively [9]

格隆汇8月27日丨腾龙股份(603158.SH)发布2025年半年度报告，报告期实现营业收入18.93亿元，同比增 长9.05%；归属上市公司股东的净利润9074.16万元，同比下降21.00%；扣除非经常性损益后的归属于上 市公司股东的净利润8659.22万元，同比下降19.72%；基本每股收益0.18元。 ...