Investment Rating - The industry rating is "Outperform the Market" [3] Core Insights - The construction of hydrogen pipelines has achieved multiple breakthroughs, and hydrogen fuel cell trucks have seen a resurgence in bulk orders. This week, five new electrolyzer projects were awarded, suggesting a focus on companies with strong bidding capabilities for electrolyzers. The midstream sector is accelerating the construction of hydrogen pipelines, with several projects making progress, indicating a recommendation to pay attention to companies capable of hydrogen transportation. Additionally, bulk orders for hydrogen fuel cell trucks were announced this week, highlighting the potential of related enterprises [2][36]. Industry Performance - As of August 15, 2025, the hydrogen energy index closed at 2386.88 points, with a weekly increase of 2.75% and a year-to-date increase of 34.33%. The hydrogen energy sector ranked 39th among Shenwan's secondary industry rankings, showing a slight decline [8][14]. Stock Performance - The top five companies in the hydrogen energy sector by weekly increase were Dayuan Pump Industry (61.11%), Tenglong Co., Ltd. (35.05%), Kaimete Gas (34.73%), Fuan Energy (28.72%), and Chuanhuan Technology (27.58%). Conversely, the top five companies with the largest weekly declines were Donghua Energy (-11.49%), Xiling Power (-6.65%), Xinxinda (-5.75%), Shandong Molong (-5.59%), and Huadian Liaoning Energy (-5.48%) [14][15]. Hydrogen Industry Data Review - This week, there were a total of six awarded hydrogen projects with a scale of 15MW, and a total hydrogen production capacity of 3000 Nm³/h. Among these, two electrolyzer projects were awarded to Aidemann and Han Hydrogen Technology [16][17]. Industry Dynamics - Domestic developments include Geely's signing of an order for 270 alcohol-hydrogen commercial vehicles, and the planned construction of a 195 km hydrogen pipeline by Huadian, set to begin on September 5, 2025. Additionally, breakthroughs in hydrogen pipeline steel products have been achieved by Shougang Jingtang [31][32]. Policy and Announcements - The Ministry of Finance announced that hydrogen energy can be tax-deductible under certain conditions, which is expected to stimulate the industry. Furthermore, the 398th batch of the "Announcement of Production Enterprises and Products of Road Motor Vehicles" has been released, indicating a resurgence of hydrogen fuel cell passenger vehicles [33][34].

证券代码：603158 证券简称：腾龙股份 公告编号：2025-046 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。 鉴于公司股价短期涨幅较大，提醒广大投资者理性投资，审慎决策，注意防 范投资风险。相关风险提示如下： 一、二级市场交易风险 公司股票自 2025 年 8 月 13 日以来连续 6 个交易日累计涨幅达到 67.34%， 同期申万汽车零部件行业指数累计涨幅 6.76%，短期涨幅较大。连续 6 个交易 日累计换手率达 119.35%，日均换手率为 19.89%，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，近期公司股票涨幅较大。 二、大股东质押风险 截至本公告披露日，公司控股股东腾龙科技集团有限公司及其一致行动人合 计质押公司股份 103,356,000 股，占其合计持股数的 52.52%，占公司总股本的 21.06%，质押比例较高。 三、生产经营情况 常州腾龙汽车零部件股份有限公司 关于股票交易风险提示性公告 公司目前不存在应披露而 ...

腾龙股份再度涨停，6个交易日内录得5个涨停，累计涨幅为67.34%，累计换手率为111.79%。截至 9:44，该股今日成交量7968.88万股，成交金额10.97亿元，换手率16.24%。最新A股总市值达69.40亿 元。 （文章来源：证券时报网） 4月26日公司发布的一季报数据显示，一季度公司共实现营业总收入8.64亿元，同比增长0.66%，实现净 利润0.45亿元，同比下降20.12%。（数据宝） 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） | | --- | --- | --- | --- | | 2025.08.19 | 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 | -32 ...

Group 1 - Tenglong Co., Ltd. has small batch products indirectly applied in data center/server liquid cooling and energy storage liquid cooling fields [1] - Fuyao Glass reported a 37.33% year-on-year increase in net profit for the first half of 2025, reaching 4.805 billion yuan [2] - Huihong Group plans to dispose of certain financial assets, including stocks of Hongye Futures, Zhongtai Securities, and Shengyi Technology, to optimize asset structure [3] Group 2 - Zhongheng Electric clarified that it has not signed cooperation agreements with overseas cloud companies like NVIDIA, Meta, and Google [4] - Kosen Technology announced it does not produce robot products, despite recent stock price fluctuations [5] - Garden Shares stated it does not have a controlling relationship with Yunzhin Technology [6] Group 3 - Yiling Pharmaceutical's new drug application for "Children's Lianhua Qinggan Granules" has been accepted by the National Medical Products Administration [7] - Zhuochuang Information plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange [8] - Lianhuan Pharmaceutical's new oral solution production line has passed GMP compliance inspection [9] Group 4 - Xianda Co., Ltd. reported a 2561.58% year-on-year increase in net profit for the first half of 2025, reaching 136 million yuan [10] - Jiangte Motor announced that its subsidiary Yichun Silver Lithium will resume production soon [11] - Dameng Data's board member and general manager is under investigation [12] Group 5 - Dongjie Intelligent is planning a change in control, leading to a suspension of its stock and convertible bonds [13] - Gibit reported a 24.50% year-on-year increase in net profit for the first half of 2025, amounting to 645 million yuan [14] - Wuzhou Special Paper's net profit decreased by 47.57% year-on-year to 122 million yuan [15] Group 6 - Harbin Air Conditioning reported a loss of 7.64 million yuan for the first half of 2025, reversing from profit [16] - Tibet Tourism achieved a net profit of 2.09 million yuan, turning around from a loss of 2.58 million yuan in the previous year [17]

Core Viewpoint - The stock of Changzhou Tenglong Automotive Parts Co., Ltd. has experienced significant price fluctuations, with a cumulative increase of 52.07% over five trading days, leading to a warning about potential market risks [2][10]. Group 1: Stock Trading Anomalies - The company's stock price deviated significantly, with a cumulative increase exceeding 20% over three consecutive trading days on August 15, 18, and 19, 2025, indicating abnormal trading activity [2][4]. - The average turnover rate during this period was 19.11%, which is significantly higher than the usual turnover rate, suggesting overheated market sentiment [2][10]. Group 2: Company Operations - The company operates in two main business segments: automotive thermal management system components and energy-saving environmental protection components for automotive engines, supplying products for traditional, hybrid, and electric vehicles [5]. - As of the first quarter of 2025, the company reported revenue of 863.93 million yuan, a year-on-year increase of 0.66%, while net profit attributable to shareholders was 45.28 million yuan, a decrease of 20.12% compared to the previous year [5]. Group 3: Major Events and Information Disclosure - The company confirmed that there are no undisclosed significant events affecting stock trading, including major asset restructuring or other significant corporate actions [6][12]. - The company has noted recent market interest in liquid cooling for data centers and energy storage, with minor sales in related products amounting to approximately 0.8 million yuan and 0.97 million yuan, respectively, which have a minimal impact on overall revenue [8]. Group 4: Shareholder Information - As of the announcement date, the controlling shareholder, Tenglong Technology Group Co., Ltd., has pledged 103.36 million shares, representing 52.52% of their total holdings and 21.06% of the company's total share capital, indicating a high pledge ratio [11].

Market Overview - The market experienced a high-to-low fluctuation with the three major indices slightly declining. The total trading volume in the Shanghai and Shenzhen markets was 2.59 trillion yuan, a decrease of 175.8 billion yuan compared to the previous trading day, marking five consecutive days of trading volume exceeding 2 trillion yuan [1] - The market showed a mixed performance with over 2900 stocks rising. AI hardware stocks remained strong, with Industrial Fulian hitting the daily limit and reaching a new historical high. Robotics concept stocks surged in the afternoon, with Top Group also hitting the daily limit [1] Sector Performance - The AI hardware sector, white wine, Huawei HiSilicon, CPO, and humanoid robots were among the top-performing sectors. Conversely, the insurance, military industry, securities, and gaming sectors experienced declines [1] Institutional Activity - Institutional participation increased compared to the previous day, with 42 stocks having a net buy/sell amount exceeding 10 million yuan. There were 17 net purchases and 25 net sales, with notable net purchases in Tenglong Co. (343 million yuan), Dazhihui (342 million yuan), and Nanfeng Co. (184 million yuan). The largest net sales were in Yingshi Chuangxin (678 million yuan), Shanghai Electric (228 million yuan), and Fangzheng Technology (161 million yuan) [2]

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 ...

当天机构净买入前三的股票分别是腾龙股份、大智慧、南风股份，净买入金额分别是3.44亿元、3.42亿 元、1.84亿元。 当天机构净卖出前三的股票分别是北纬科技、航天科技、中恒电气，净流出金额分别是1亿元、9848万 元、9671万元。 | | 龙虎榜 08.19 | | | --- | --- | --- | | 证券简称 | 目 涨跌幅 | 机构净买入 (万元) | | 腾龙股份 | 10.02% | 34355.42 | | 大智慧 | 8.59% | 34235.93 | | 南风股份 | 13.72% | 18404.93 | | 电子城 | 9.99% | 17946.77 | | 科泰电源 | 10.32% | 16935.77 | | 川润股份 | 10.01% | 16682.26 | | 华正新材 | 10.01% | 12285.38 | | 华胜天成 | 10.01% | 11863.71 | | 华宏科技 | 9.99% | 9477.28 | | 中科海讯 | 20.00% | 9399.34 | | 广东建科 | 19.99% | 8647.85 | | 横河精密 | 7.58% ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603158 证券简称：腾龙股份 公告编号：2025-044 常州腾龙汽车零部件股份有限公司 关于股票交易风险提示性公告 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。 一、股票交易异常波动的具体情况 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12日、8月13日、8月14日连续3 个交易日内日收盘价格涨幅偏离值累计超过20%，属于《上海证券交易所交易规则》规定的股票交易异 常波动情形，公司已于2025年8月15日披露了《公司股票交易异常波动公告》（公告编号：2025- 043）。 公司股票于2025年8月12日、8月13日、8月14日、8月15日连续4个交易日累计涨幅达到33.14%，近期公 司股票涨幅较大。 2025年8月12日，公司股票换手率为2.03%，8月13日，公司股票换手率为7.65%，8月14日，公司股票换 手率为14.32%，8月15日，公司股票换手率为32.45%，公司股票换手率波动较大。 二、大股东质押风险 截至本公告披 ...