腾龙股份公告称，预计2025年度营业收入39.65亿至43.82亿元，同比增加3.97%至14.92%；归属于母公 司所有者的净利润4600.00万元至6900.00万元，同比减少约81.59%至72.38%。业绩预减主因行业竞争加 剧、新投项目产能爬坡期折旧分摊大致毛利率下滑；上年有资产处置收益而本期无；预计计提商誉及长 期股权投资减值1.46亿至1.61亿元。 ...

截至2026年1月16日收盘，腾龙股份（603158）报收于10.71元，较上周的10.56元上涨1.42%。本周，腾 龙股份1月13日盘中最高价报11.3元。1月12日盘中最低价报10.42元。腾龙股份当前最新总市值52.56亿 元，在汽车零部件板块市值排名155/237，在两市A股市值排名3379/5183。 公司公告汇总 常州腾龙汽车零部件股份有限公司参股公司常州通宝光电股份有限公司近日获得中国证监会同意其向不 特定合格投资者公开发行股票注册的批复，批复文号为证监许可〔2025〕3020号。本次发行应严格按照 报送北京证券交易所的招股说明书和发行承销方案实施，批复自同意注册之日起12个月内有效。截至公 告披露日，腾龙股份持有通宝光电2,350,000股，占其发行前总股本的4.17%。通宝光电为新三板挂牌企 业，证券代码833137。本次发行时间、价格尚未确定，对公司财务和经营影响尚无法判断。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 本周关注点 公司公告汇总：参股公司通宝光电获证监会同意公开发行股票注册批复。 ...

Market Overview - The automotive parts sector experienced a decline of 1.63% on January 13, with Aerospace Intelligence leading the drop [1] - The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1] Top Performers in Automotive Parts Sector - Wenkelan (300816) saw a significant increase of 15.02%, closing at 69.00 with a trading volume of 92,000 shares and a transaction value of 660 million [1] - Kuntai Co. (001260) rose by 9.99%, closing at 22.02 with a trading volume of 87,100 shares and a transaction value of 186 million [1] - Meihu Co. (618309) increased by 8.30%, closing at 37.70 with a trading volume of 558,600 shares and a transaction value of 2.093 billion [1] Underperformers in Automotive Parts Sector - Aerospace Intelligence (300446) dropped by 12.02%, closing at 27.00 with a trading volume of 843,500 shares and a transaction value of 2.318 billion [2] - Aerospace Science and Technology (000901) fell by 10.00%, closing at 31.50 with a trading volume of 730,100 shares and a transaction value of 2.321 billion [2] - Tianpu Co. (605255) also decreased by 10.00%, closing at 176.60 with a trading volume of 10,400 shares and a transaction value of 184 million [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 6.473 billion from institutional investors, while retail investors saw a net inflow of 5.193 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Meihu Co. (618309) had a net inflow of 270 million from institutional investors, while retail investors experienced a net outflow of 98.51 million [3] - Zhejiang Shibao (002703) saw a net inflow of 165 million from institutional investors, with retail investors also facing a net outflow of 42.48 million [3] - North Special Technology (603009) recorded a net inflow of 126 million from institutional investors, while retail investors had a net outflow of 114 million [3]

Group 1 - The stock price of Tenglong Co., Ltd. (603158) closed at 10.7 yuan on January 12, 2026, with an increase of 1.33% and a turnover rate of 3.94% [1] - The trading volume was 193,500 shares, with a total transaction amount of 205 million yuan [1] Group 2 - On January 12, the net inflow of main funds was 4.9553 million yuan, accounting for 2.42% of the total transaction amount [2][3] - Retail investors had a net inflow of 8.8016 million yuan, representing 4.3% of the total transaction amount, while speculative funds had a net outflow of 13.7569 million yuan, which was 6.73% of the total transaction amount [2] Group 3 - Tenglong Co., Ltd. announced that its associate company, Changzhou Tongbao Optoelectronics Co., Ltd., received approval from the China Securities Regulatory Commission to publicly issue stocks to unspecified qualified investors [2][3] - Tenglong Co., Ltd. holds 2,350,000 shares of Tongbao Optoelectronics, accounting for 4.17% of its total share capital before the issuance [2] - The approval for the stock issuance is valid for 12 months from the date of approval, but the timing and pricing of the issuance have not yet been determined, making the financial and operational impact on the company uncertain [2]

Core Viewpoint - The announcement details that Changzhou Tenglong Automotive Parts Co., Ltd. has received approval from the China Securities Regulatory Commission (CSRC) for its affiliate, Changzhou Tongbao Optoelectronics Co., Ltd., to publicly issue stocks to unspecified qualified investors and list on the Beijing Stock Exchange [2][4]. Group 1 - Changzhou Tongbao Optoelectronics received a formal acceptance notice from the Beijing Stock Exchange on April 27, 2025, for its application to publicly issue stocks [1]. - The listing committee of the Beijing Stock Exchange approved the application on November 13, 2025 [1]. - The CSRC issued a registration approval for the public stock issuance, allowing the company to proceed with the offering [2]. Group 2 - The stock issuance must be conducted strictly according to the prospectus and underwriting plan submitted to the Beijing Stock Exchange [3]. - The registration approval is valid for 12 months from the date of approval [4]. - The company holds 2,350,000 shares of Tongbao Optoelectronics, representing 4.17% of the total share capital before the issuance [4].

截至2026年1月9日收盘，腾龙股份(603158)报收于10.56元，上涨0.28%，换手率3.03%，成交量14.85万 手，成交额1.56亿元。 公司公告汇总 常州腾龙汽车零部件股份有限公司关于参股公司申请公开发行股票获得中国证券监督管理委员会同意注 册批复的公告 常州腾龙汽车零部件股份有限公司参股公司常州通宝光电股份有限公司于近日获得中国证监会同意其向 不特定合格投资者公开发行股票注册的批复，批复文号为证监许可〔2025〕3020号。本次发行应严格按 照报送北京证券交易所的招股说明书和发行承销方案实施，批复自同意注册之日起12个月内有效。截至 公告披露日，腾龙股份持有通宝光电2,350,000股，占其发行前总股本的4.17%。通宝光电为新三板挂牌 企业，证券代码833137。本次发行时间、价格尚未确定，对公司财务和经营影响尚无法判断。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：1月9日主力资金净流出1032.8万元，占总成交额6.61%。 来自公司公告汇总：腾龙股份参股公司通宝光电获证监会同意注册向不 ...

近日，中国证券监督管理委员会（以下简称"中国证监会"）向通宝光电下发 《关于同意常州通宝光电股份有限公司向不特定合格投资者公开发行股票注册 的批复》（证监许可〔2025〕3020 号）： 一、同意通宝光电向不特定合格投资者公开发行股票的注册申请。 二、通宝光电本次发行股票应严格按照报送北京证券交易所的招股说明书 和发行承销方案实施。 三、本批复自同意注册之日起 12 个月内有效。 证券代码：603158 证券简称：腾龙股份 公告编号：2026-002 常州腾龙汽车零部件股份有限公司 关于参股公司申请公开发行股票获得中国证券监 督管理委员会同意注册批复的公告 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。 常州腾龙汽车零部件股份有限公司（以下简称"公司"）参股公司常州通宝光 电股份有限公司（以下简称"通宝光电"）于 2025 年 4 月 27 日收到了北京证券交 易所（以下简称"北交所"）出具的《受理通知书》，北交所正式受理通宝光电向 不特定合格投资者公开发行股票并在北交所上市的申请，详见《常州腾龙汽车零 部件股份有限公司关于参 ...

Core Viewpoint - The China Securities Regulatory Commission has approved Tongbao Optoelectronics' application for a public stock issuance to unspecified qualified investors, which may enhance the company's capital structure and growth potential [1] Group 1 - Tonglong Co., Ltd. announced that its associate company, Changzhou Tongbao Optoelectronics Co., Ltd., received approval for a public stock issuance [1] - The approval is documented in the regulatory notice numbered 3020, issued in 2025 [1] - Tongbao Optoelectronics is listed on the National Equities Exchange and Quotations system, with the stock code 833137 [1] Group 2 - As of the announcement date, Tonglong Co., Ltd. holds 2.35 million shares of Tongbao Optoelectronics, representing 4.17% of the company's total share capital before the issuance [1]

通宝光电为全国中小企业股份转让系统挂牌企业，证券简称：通宝光电，证券代码：833137。截至公告 披露日，公司持有通宝光电235万股，占该公司发行前总股本的比例为4.17%。 腾龙股份(603158.SH)发布公告，近日，中国证监会向公司参股公司常州通宝光电股份有限公司(简称"通 宝光电")下发《关于同意常州通宝光电股份有限公司向不特定合格投资者公开发行股票注册的批复》 (证监许可〔2025〕3020号)，同意通宝光电向不特定合格投资者公开发行股票的注册申请。 ...

Market Overview - Major US stock indices showed mixed performance, with the S&P 500 rising by 0.19% and the Dow Jones increasing by 0.66%, while the Nasdaq fell by 0.03% [1] - Tesla shares dropped by 2.6%, influenced by software stocks offsetting gains in chip stocks, while Salesforce fell over 4% and Nvidia rose over 1% [1] - The White House's decision to delay tariffs on certain household goods led to an 8% increase in shares of RH [1] Semiconductor Sector - SanDisk surged nearly 16%, Micron Technology rose over 10%, ASML increased by over 8%, and TSMC hit a historical high with a rise of over 5% [2] - The semiconductor sector is expected to benefit from increased capital expenditure in 2026, with analysts projecting a tightening market for memory chips, leading to significant price increases [11] Chinese Tech Stocks - The China concept index rose over 4%, with Baidu increasing by 15% and Alibaba by over 6% [3] - Baidu announced plans to spin off Kunlun Chip for independent listing on the Hong Kong Stock Exchange, resulting in a 9% rise in its stock [10] Economic Policies and Initiatives - The State Council approved the draft of the Water Supply Regulations and the revised Drug Administration Law Implementation Regulations [4] - Shanghai's measures to accelerate the construction of low-altitude economic advanced manufacturing clusters include support for eVTOL and industrial-grade drones, with funding up to 50 million yuan [5] - The State Council issued a solid waste comprehensive governance action plan aiming for a 45 billion-ton annual comprehensive utilization of major solid waste by 2030 [5] IPO and Corporate Actions - Blue Arrow Aerospace's IPO application was accepted, aiming to raise 7.5 billion yuan for reusable rocket technology upgrades and capacity enhancement [12] - Multiple companies announced acquisitions, including Zhongwei Company planning to acquire a 64.69% stake in Hangzhou Zhonggui, and Meike Home proposing to buy 100% of Wande Technology [15][16] Lithium and Battery Materials - Tianqi Lithium forecasted a net profit of 1.1 to 1.6 billion yuan for 2025, driven by strong demand in the new energy vehicle and energy storage markets [29] - The lithium hexafluorophosphate market is expected to remain tight, with significant price increases anticipated due to strong demand and cautious supply expansion [13] Consumer Market Trends - Hainan's duty-free market saw a significant increase during the New Year holiday, with sales reaching 712 million yuan, a year-on-year growth of 128.9% [10][14]