Core Viewpoint - Tenglong Co., Ltd. (603158.SH) announced an unusual fluctuation in stock trading, indicating potential market interest or concern regarding the company's performance and shareholder actions [1] Company Overview - The company primarily engages in two business segments: automotive thermal management system components and energy-saving environmental protection components for automotive engines [1] - Tenglong provides a wide range of automotive parts applicable to traditional internal combustion engine vehicles, hybrid vehicles, and pure electric vehicles [1] Shareholder Activity - The company's controlling shareholder, Jiang Yilin, reduced her stake by selling 250,000 shares on August 28, 2025 [1]

Core Insights - On September 1, a total of 44 stocks were involved with institutional investors, with 19 stocks showing net buying and 25 stocks showing net selling [1] Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Dongshan Precision: Net buying amount of 377 million yuan, with a price increase of 4.24% [2] - Putailai: Net buying amount of 265 million yuan, with a price increase of 6.33% [2] - Huahai Pharmaceutical: Net buying amount of 134 million yuan, with a price increase of 10.01% [2] Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Yanshan Technology: Net selling amount of 213 million yuan, with a price increase of 3.86% [4] - Tenglong Co., Ltd.: Net selling amount of 195 million yuan, with a price decrease of 8.83% [4] - Xian Dao Intelligent: Net selling amount of 150 million yuan, with a price increase of 14.62% [4]

Group 1 - The core point of the news is that Tenglong Co., Ltd. has triggered trading conditions due to price fluctuations, attracting market attention with significant trading activity on the Longhu list [1][2] Group 2 - On the buy side, the leading buyer was China Galaxy Securities with an investment of 14.3161 million yuan, showing a nearly 60% probability of price increase in the following three days for stocks it has traded in the last three months [1] - Guotai Junan Securities followed closely with 14.2203 million yuan, having a high historical trading activity with 580 appearances on the Longhu list in the last three months [1] - Three branches of Dongfang Caifu Securities in Lhasa collectively bought approximately 3.743 million yuan, but the short-term price increase probability for these stocks was below 35% [1] Group 3 - On the sell side, institutional proprietary seats sold a total of 195.4691 million yuan, accounting for 65.6% of the total sales from the top five sellers [1] - The second-largest seller was Dongfang Caifu Securities with 39.7884 million yuan, showing a less than 30% probability of price increase for stocks traded in the last three months [1] - Guotai Junan Securities from Shanghai sold 34.7682 million yuan, with a historical short-term price increase probability exceeding 50%, but only 123 appearances on the Longhu list [1]

Core Viewpoint - Tenglong Co., Ltd. (603158) experienced a significant decline of 8.83% in its stock price, with a trading volume of 1.263 billion yuan and a turnover rate of 21.32% on the day of the report [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's watch list due to a daily price deviation of -9.28%, with institutional investors net selling 195 million yuan [2] - The top five trading departments accounted for a total transaction volume of 364 million yuan, with buying amounting to 65.97 million yuan and selling reaching 298 million yuan, resulting in a net sell of 232 million yuan [2] - Over the past six months, the stock has appeared on the watch list 10 times, with an average price increase of 3.08% the day after being listed and an average increase of 9.86% over the following five days [2] Fund Flow - On the day of the report, the stock saw a net outflow of 140 million yuan in principal funds, with large orders contributing to a net outflow of 98.30 million yuan and big orders contributing to a net outflow of 41.57 million yuan [2] - Over the past five days, the stock has experienced a total net outflow of 405 million yuan [2] Financial Performance - According to the semi-annual report released on August 28, the company achieved a revenue of 1.893 billion yuan in the first half of the year, representing a year-on-year growth of 9.05%, while net profit was 90.74 million yuan, reflecting a year-on-year decline of 21.00% [2]

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]

Core Insights - The company reported a total revenue of 1.893 billion yuan for the first half of 2025, representing a year-on-year increase of 9.05%, while the net profit attributable to shareholders decreased by 21.0% to 90.7416 million yuan [1] - The second quarter revenue reached 1.029 billion yuan, up 17.27% year-on-year, but the net profit for the same period fell by 21.86% to 45.4619 million yuan [1] - The company's accounts receivable are notably high, with accounts receivable accounting for 402.7% of the latest annual net profit [1] Financial Performance - Total revenue for 2024 was 1.736 billion yuan, compared to 1.893 billion yuan in 2025, showing a growth of 9.05% [1] - Net profit attributable to shareholders decreased from 115 million yuan in 2024 to 90.7416 million yuan in 2025, a decline of 21.0% [1] - Gross margin decreased to 18.67% in 2025 from 21.20% in 2024, a drop of 11.91% [1] - Net margin also fell from 7.80% in 2024 to 5.47% in 2025, a decrease of 29.78% [1] - Total expenses (selling, administrative, and financial) amounted to 112 million yuan, accounting for 5.89% of revenue, down 18.87% year-on-year [1] Cash Flow and Debt Analysis - The company reported cash flow per share of 0.61 yuan, an increase of 55.49% compared to 0.39 yuan in the previous year [1] - The cash and cash equivalents decreased to 451 million yuan, down 16.54% from 540 million yuan [1] - The interest-bearing debt slightly decreased to 997.1 million yuan, a reduction of 0.27% [1] - The company's cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 41.31% and the average operating cash flow over the past three years to current liabilities at 19.36% [2] - The interest-bearing asset-liability ratio has reached 21.51% [2] Investment Return Metrics - The company's return on invested capital (ROIC) was 9.13% last year, indicating a generally average capital return [1] - Historical data shows a median ROIC of 11.47% since the company went public, with the worst year being 2021 at 5.63% [1]