证券代码：603158 证券简称：腾龙股份 公告编号：2025-049 关于部分募投项目结项并将节余募集资金用于其他 募投项目的公告 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法律责任。 重要内容提示： 一、募集资金基本情况 经中国证券监督管理委员会（以下简称"中国证监会"）《关于核准常州腾龙 汽车零部件股份有限公司非公开发行股票的批复》（证监许可[2020]2839 号）核 准，常州腾龙汽车零部件股份有限公司以 12.24 元/股的价格非公开发行人民币普 通股（A 股）48,555,253 股，募集资金总额为人民币 594,316,296.72 元，扣除本 次发行费用人民币 11,088,018.60 元（不含税）后，募集资金净额为人民币 583,228,278.12 元。 上述募集资金已于 2021 年 8 月 26 日全部到位，中天运会计师事务所（特殊 普通合伙）（以下简称"中天运"）对前述事项进行了审验，并出具中天运[2021] 验字第 90059 号《验资报告》，公司对募集资金进行了专户存储管理。 1 本次拟结项的募集资金 ...

Group 1 - The company reported a revenue of 1.893 billion yuan for the first half of 2025, representing a year-on-year increase of 9.05% [1] - The net profit for the same period was 90.7416 million yuan, showing a year-on-year decline of 21.00% [1]

Group 1 - The stock of Tenglong Co., Ltd. (603158) increased by 2.32% with a turnover rate of 33.36% and a trading volume of 2.483 billion yuan, showing a fluctuation of 14.58% [2] - The stock was listed on the Shanghai Stock Exchange's "龙虎榜" due to its high turnover rate, with a net selling amount of 67.72 million yuan from brokerage seats [2] - In the last six months, the stock has appeared on the "龙虎榜" eight times, with an average price increase of 6.09% the next day and an average increase of 21.97% over the following five days [2] Group 2 - For Q1, the company reported a revenue of 864 million yuan, a year-on-year increase of 0.66%, and a net profit of 45.28 million yuan, a year-on-year decrease of 20.12% [3] - The top five buying brokerage firms included Guojin Securities Shenzhen Branch with a purchase amount of 41.93 million yuan and CITIC Securities Fuzhou Lake East Road Branch as the top seller with a selling amount of 89.99 million yuan [3][4] - The net outflow of main funds for the stock today was 137 million yuan, with significant outflows from large orders [2]

Summary of Key Points from Conference Call Records Industry Overview - The technology sector is experiencing a divergence, with mainstream positions maintained despite fluctuations in market sentiment. There is a potential shift in market style, focusing on small-cap stocks and emotional trading dynamics [1][1][1]. Core Insights and Arguments - **Market Performance**: The market showed wide fluctuations with significant differences in sentiment. The top 10 stocks by trading volume exhibited a notable loss effect, while small-cap stocks saw a 20% limit-up [1][1]. - **Sector Dynamics**: Mainstream technology stocks are facing a split performance, with key players like Cambrian and Haiguang Information showing weakness. Liquid cooling technology faced a significant adjustment due to a drop in Chunzong Technology, leading to panic selling in related stocks [1][1]. - **Investment Trends**: There is a transition in hardware towards AI software and applications. The current adjustment in technology stocks is viewed as relatively healthy given the previous substantial gains [1][1]. - **Future Outlook**: If market styles shift, speculative capital is likely to target technology themes, such as brain-computer interfaces and quantum computing, or focus on small-cap technology stocks for emotional trading [1][1]. Company-Specific Insights - **Tenglong Co., Ltd.**: The company is at the center of the style switch, with a significant price increase following a failed ceiling limit. The stock is expected to show a strong recovery, indicating investor confidence [3][3]. - **Hongri Technology**: The company is positioned to benefit from the increasing demand for semiconductor cooling solutions as electronic products evolve towards higher performance and miniaturization. It has established business connections with major domestic chip design companies and is expanding production capacity significantly by 2025 [3][3]. - **Saiyi Information**: The company is leading in AI application performance, with a strong market response and significant orders in the PCB industry. It has achieved a high level of cooperation with top PCB companies, indicating robust growth potential in a favorable market environment [4][4]. Additional Important Content - **Market Reactions**: The performance of related stocks shows mixed results, with Saiyi Information up by 0.57%, Hongri Technology down by 3.06%, and Tenglong Co., Ltd. up by 10.00% [5][5]. - **Investment Activity**: Notable buying activity was recorded for various companies, indicating investor interest and potential shifts in capital allocation [2][2]. This summary encapsulates the key points from the conference call records, highlighting industry trends, company-specific developments, and market reactions.

Core Points - The stock price of Tenglong Co., Ltd. (603158) closed at 15.07 yuan on August 26, 2025, with a 10.0% increase and a turnover rate of 27.81% [1] - The company reported a total revenue of 864 million yuan for Q1 2025, a year-on-year increase of 0.66%, while net profit attributable to shareholders decreased by 20.12% to 45.28 million yuan [1] - Tenglong Co., Ltd. has a registered capital of approximately 4.91 billion yuan and was established in 2005, primarily engaged in the automotive manufacturing industry [1][2] Financial Performance - Total revenue for Q1 2025: 864 million yuan, up 0.66% year-on-year [1] - Net profit for Q1 2025: 45.28 million yuan, down 20.12% year-on-year [1] - Non-recurring net profit: 42.09 million yuan, down 22.86% year-on-year [1] - Current ratio: 1.529, quick ratio: 0.956, debt-to-asset ratio: 44.23% [1] Investment and Intellectual Property - Tenglong Co., Ltd. has invested in 30 companies and participated in 17 bidding projects [2] - The company holds 4 trademark registrations and 145 patents [2] - Additionally, it possesses 21 administrative licenses [2]

Group 1 - The automotive parts sector increased by 0.39% on August 26, with Hai Lian Jin Hui leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Notable stock performances included Hai Lian Jin Hui with a closing price of 11.76, up 10.01%, and Zhong Ma Chuan Dong at 36.93, also up 10.01% [1] Group 2 - The automotive parts sector experienced a net outflow of 1.546 billion yuan from main funds, while retail investors saw a net inflow of 2.137 billion yuan [3] - The overall fund flow indicates a divergence between institutional and retail investor behavior within the automotive parts sector [3]

Group 1 - A total of 71 stocks reached the daily limit up today, with 14 stocks achieving consecutive limit ups [1] - 25 stocks attempted to limit up but failed, resulting in a limit up rate of 74% (excluding ST and delisted stocks) [1] - Notable stocks include Huasheng Tiancheng in the computing power industry chain, which achieved 8 limit ups in 14 days, and Garden Shares with 7 consecutive limit ups [1] Group 2 - The liquid cooling server concept stocks, such as Tenglong Shares, recorded 6 limit ups in 10 days, while Hanzhong Precision and Chuanrun Shares both achieved 5 limit ups in 8 days [1]

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） | | --- | --- | --- | --- | | 2025.08.22 | 2.59 | 25.31 | 2795.06 | | 2025.08.21 | -9.97 | 19.66 | -15161.16 | | 2025.08.20 | 10.04 | 23.80 | 231.83 | | 2025.08.19 | 10.02 | 7.06 | 17562.02 | | 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 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源 ...

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 腾龙股份上演"地天板"行情，股价从跌停拉升至涨停，截至14:38，该股成交量1.40亿股，成交额18.08 亿元，振幅达20.06%，换手率28.59%，涨停板封单金额为75.73万元。（数据宝） ...

Group 1 - The core stock price of Tenglong Co., Ltd. is 13.06 yuan as of August 22, 2025, with an increase of 0.33 yuan, representing a rise of 2.59% [1] - The trading volume on that day was 12.42 million hands, with a transaction amount of 1.55 billion yuan, and a turnover rate of 25.31% [1] - Tenglong Co., Ltd. specializes in the research, production, and sales of automotive thermal management system components, including automotive air conditioning pipelines and heat exchangers [1] Group 2 - The company operates in various sectors, including automotive parts, air energy heat pumps, and automotive thermal management [1] - A report indicates that the penetration rate of liquid cooling technology in AI data centers is expected to increase from 14% in 2024 to 33% in 2025, with continued growth anticipated [1] - The liquid cooling technology-related industry chain includes components such as cooling modules and heat exchange systems [1] Group 3 - On August 22, 2025, the net inflow of main funds into Tenglong Co., Ltd. was 52.60 million yuan, accounting for 0.82% of the circulating market value [1] - Over the past five trading days, the cumulative net inflow of main funds was 24.10 million yuan, representing 0.38% of the circulating market value [1]