Group 1: Company Announcements - Tenglong Co., Ltd. has small batch products indirectly applied in data center/server liquid cooling and energy storage liquid cooling, with sales and development revenue of approximately 0.8 million yuan for electronic water pump products and 0.97 million yuan for hose products, which have a small impact on the company's financial statements [1] - Fuyao Glass reported a net profit of 4.805 billion yuan for the first half of 2025, a year-on-year increase of 37.33%, with total revenue of 21.447 billion yuan, up 16.94% [2] - Huihong Group plans to dispose of certain financial assets, including shares in Hongye Futures and Zhongtai Securities, to optimize asset structure and improve operational efficiency [3] Group 2: Market Reactions and Clarifications - Zhongheng Electric clarified that it has not signed any cooperation agreements with overseas cloud service providers like Nvidia, Meta, or Google, despite recent rumors [4] - Kosen Technology stated that it does not manufacture robot products, addressing media misclassification as a robotics company [5] - Garden Shares confirmed that it does not have a controlling relationship with Yunzhin Technology, holding only a 15% stake, and that the latter is still in the early stages of technology transformation [6] Group 3: New Product Developments - Yiling Pharmaceutical's new drug application for "Children's Lianhua Qinggan Granules" has been accepted by the National Medical Products Administration, aimed at treating acute respiratory infections in children [7] - Zhuochuang Information plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange, with details yet to be finalized [9] - Lianhuan Pharmaceutical's new oral solution production line has passed the GMP compliance inspection, with an investment of approximately 7.5 million yuan [10] Group 4: Financial Performance - Xianda Co., Ltd. reported a net profit of 136 million yuan for the first half of 2025, a year-on-year increase of 2561.58%, driven by significant price increases in its main product [11] - Jibite achieved a net profit of 645 million yuan, up 24.50% year-on-year, with a proposed cash dividend of 6.6 yuan per 10 shares [15] - Wuzhou Special Paper reported a net profit of 122 million yuan, down 47.57% year-on-year, affected by market supply and demand [16]

证券代码：603158 证券简称：腾龙股份 公告编号：2025-045 常州腾龙汽车零部件股份有限公司 股票交易异常波动公告 公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 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法律责任。 重要内容提示： 常州腾龙汽车零部件股份有限公司（以下简称"公司"）股票于 2025 年 8 月 15 日、8 月 18 日、8 月 19 日，连续三个交易日内日收盘价格涨幅偏离值累计 超过 20%，根据《上海证券交易所股票上市规则》的有关规定，属于股票交易异 常波动情形。 公司股票自 2025 年 8月 13 日以来连续5 个交易日累计涨幅达到 52.07%， 短期涨幅较大，日均换手率为 19.11%，显著高于日常换手率，存在市场情绪过 热的情形，公司基本面未发生重大变化。敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 经公司自查并向控股股东及实际控制人核实，截至本公告披露日，确认 不存在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票于 2025 年 8 月 1 ...

腾龙科技 实际控制人 音 Ba 2025 年 8 月 19 日 关于《常州腾龙汽车零部件股份有限公司股票交易异常波动 问询函》的回复 常州腾龙汽车零部件股份有限公司: 本公司(本人)于2025年8月19日收到贵公司发来的《常州腾龙汽车零部 件股份有限公司股票交易异常波动问询函》。经公司(本人)自查,现回复如下: 本公司(本人)作为贵公司的控股股东(实际控制人),截至本函出具之日, 除贵公司已公告事项外,不存在影响上市公司股票交易异常波动的重大事项,亦 均不存在其他应披露而未披露的重大信息,包括但不限于重大资产重组、股份发 行、债务重组、业务重组、资产剥离、资产注入、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等重大事项。 特此回复。 腾龙科技集团有限公司 ...

Market Overview - The Shanghai Composite Index closed down 0.02% at 3727.29 points, the Shenzhen Component Index down 0.12% at 11821.63 points, the ChiNext Index down 0.17% at 2601.74 points, and the STAR 50 Index down 1.12% at 1112.27 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 25,883.69 billion [1] Sector Performance - The robotics concept continues to show strength, with innovative drug concepts also gaining momentum, leading to stocks like New Tian Pharmaceutical hitting the daily limit [1] - Huawei-related stocks were active, with companies like Tenglong Co. also reaching the daily limit [1] - The liquid cooling concept maintained its strong performance, with companies like KSD also hitting the daily limit [1] Stock Movements - A total of 2,984 stocks rose, while 2,255 stocks fell, with 185 stocks remaining flat or suspended [5] - The number of stocks with gains exceeding 7% reached 165, while those with losses exceeding 7% totaled 30 [5] Notable Stocks - Innovative drug stocks such as Shenlian Bio and Furuida Co. saw significant gains due to collaborations and product launches [6] - Tenglong Co. and other Huawei-related stocks benefited from developments in the automotive and energy sectors [6] - Companies in the robotics sector, including Yueda Investment and Shanghai Mechanical & Electrical, also experienced notable stock price increases [7] Industry Highlights - The robotics industry is advancing towards commercialization, with major product lines being launched on platforms like JD.com [8] - Huawei's HarmonyOS ecosystem has surpassed 10 million terminal devices, marking a significant milestone in its development [8]

Group 1: Institutional Trading Insights - Today, 37 stocks were listed on the institutional trading leaderboard, with 19 stocks seeing net purchases and 18 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Tenglong Co., Ltd. (344 million), Dazhihui (342 million), and Nanfeng Co., Ltd. (304 million) [1][2] Group 2: Robotics Industry Developments - The robotics industry is entering a rapid development phase, with increasing commercialization and technological advancements in sensors driving the evolution of humanoid robots [4] - The Shanghai Municipal Economic and Information Commission has launched initiatives to accelerate the application of AI in manufacturing, particularly in high-risk work environments [3][4] - Tesla's humanoid robot has initiated a transformative phase in the industry, leading to the establishment of a complete supply chain for humanoid robots, with significant participation from various major companies [4] Group 3: Huawei Ecosystem and Partnerships - Zhongdian Xindong has established partnerships with major domestic chip manufacturers, securing a 671 million yuan project for an AI computing center [5] - Huawei's collaboration with various provinces on intelligent computing center projects is ongoing, with significant investments in the HarmonyOS ecosystem to support application developers [5] - The Ascend platform is being widely applied in high-computing scenarios across finance, electricity, transportation, and government sectors, indicating a growing demand for Huawei's technology [5]

Core Insights - On August 19, institutional investors showed significant activity in the stock market, with 43 stocks being monitored, of which 22 experienced net buying and 21 faced net selling [1][2]. Institutional Buying - The top three stocks with the highest net buying by institutions were: - Tenglong Co., with a net buying amount of 344 million yuan, reflecting a price increase of 10.02% [2] - Dazhihui, with a net buying amount of 342 million yuan, showing an 8.59% increase [2] - Nanfeng Co., with a net buying amount of 184 million yuan, experiencing a 13.72% rise [2] Institutional Selling - The top three stocks with the highest net selling by institutions were: - Beiwai Technology, with a net outflow of 100 million yuan, reflecting a decrease of 9.70% [4] - Aerospace Technology, with a net outflow of approximately 98.5 million yuan, showing a decline of 7.73% [4] - Zhongheng Electric, with a net outflow of about 96.7 million yuan, increasing by 10% [4]

Core Viewpoint - The company, Tenglong Co., Ltd. (603158.SH), has reported unusual stock trading fluctuations and noted increased market interest in liquid cooling for data centers and energy storage applications, indicating potential growth areas despite current limited impact on revenue [1] Group 1: Company Overview - Tenglong Co., Ltd. has a small batch of products currently supplied to domestic customers, which are indirectly applied in the fields of server liquid cooling and energy storage liquid cooling [1] - The expected revenue from electronic water pump products for server liquid cooling in the first half of 2025 is approximately 800,000 yuan, while revenue from hoses for energy storage cabinet liquid cooling is about 970,000 yuan [1] Group 2: Financial Impact - The combined revenue from these products represents a small proportion of the company's total operating income, indicating minimal impact on the financial statements [1] - The business development in these areas is characterized by significant uncertainty, suggesting that while there is potential, the outcomes remain unpredictable [1]

Group 1 - The automotive thermal management sector leads the market with a rise of 3.8% [1] - Rujing Technology saw a significant increase of 15.69% [1] - Huide Technology and Tenglong Co., Ltd. both experienced a rise of 10.02% [1] - Top Group, Sichuan Changhong, and Lingyun Co., Ltd. all recorded gains exceeding 9% [1]

腾龙股份再度涨停，5个交易日内录得4个涨停，累计涨幅为52.07%，累计换手率为94.16%。截至9:32， 该股今日成交量2783.13万股，成交金额3.55亿元，换手率5.67%。最新A股总市值达63.07亿元。 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.18 | 3.82 | 34.06 | 26.03 | | 2025.08.15 | 9.97 | 32.45 | -2713.44 | | 2025.08.14 | 10.00 | 14.32 | 9146.29 | | 2025.08.13 | 10.06 | 7.65 | 11856.27 | | 2025.08.12 | 0.00 | 2.03 | -323.75 | | 2025.08.11 | 1.44 | 1.90 | 609.96 | | 2025.08.08 | -0.36 | 1.58 | -775.71 | | 2025.08.07 | -0.48 | 2.14 | 295.74 | | 2025.08.06 ...

中国经济网北京8月18日讯 腾龙股份(603158.SH)今日收报11.68元，涨幅3.82%。 | 序号，上接日期� 相关 业盘价 涨跌幅 买方_�l 卖方_◎ 虹钩买入 ◎ 加热卖出 ◎ | | | | | 上榜原因 | | --- | --- | --- | --- | --- | --- | | 2025-08-18 明细 股吧 11.68 3.82% | 0 | 22744.31 | 0.00 | 22744.31 201040.03 11.31% 34.06% | 57 有价格涨跌幅限制 | 龙虎榜数据显示，腾龙股份买入金额最大的前五名中，有1家机构专用席位。经统计，腾龙股份的机构席位今日净买入金额为22744.31万元。 | 亚入 N | | --- | | 1 51.9 | | 1 A | | 11. A.L. Heller | | 110- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占总成交比例 | 卖出金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 机构专用 | 155 ...