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]

Investment Agreements - Longpan Technology plans to invest 2 billion yuan to establish a high-performance lithium battery cathode material project [2] - Yanjing Co. intends to acquire control of high-frequency carrier board manufacturer Yongqiang Technology, with stock suspension [2] - Zhongjian Technology has approved a project for the collaborative development of intelligent robots [2] - Mengwang Technology signed a cooperation agreement worth 60 million yuan with Shenzhou Liuhe for the R&D and production of heavy-lift drones [3] - Jiu Ding New Materials plans to invest 246 million yuan to build a large-scale wind turbine blade production line [4] - Jincai Hulin intends to acquire 51% of Wuxi Sanli for 63.43 million yuan [5] - Changyuan Power plans to invest in a 100MW wind farm project in Hubei Province with a total investment of 562 million yuan [7] - Shengyang Co. plans to acquire 51% of Shenzhen Daren High-Tech for 74.47 million yuan [8] Shareholding Changes - *ST Zhongzhuang announced a change in actual control to Long Jisheng due to the execution of a restructuring plan [9] - Hunan Baiyin's major shareholder reduced its stake to below 5% [10] Stock Buybacks - Century Huatong plans to repurchase shares worth between 300 million and 600 million yuan [11] - Dongcheng Pharmaceutical intends to repurchase shares for 100 million to 200 million yuan [12] - Ningde Times has repurchased a total of 15.99 million A-shares for 4.386 billion yuan [13] Business Operations and Performance - Bailong Oriental expects a net profit increase of 46.34% to 70.73% in 2025 [13] - Longjian Co. anticipates a net profit of 405 million yuan in 2025, a decrease of 2.05% [13] - BYD reported cumulative sales of 4.602 million new energy vehicles in 2025, a 7.73% increase year-on-year [14] Financing and Capital Increases - Zhenhua Co. plans to issue convertible bonds to raise no more than 878 million yuan for projects [15] - Huashu Holdings intends to raise up to 600 million yuan through a private placement to Hongtai Group [15] Other Developments - Xinxing Chemical has resumed production of biomass cellulose filament products after equipment upgrades [24] - Guoguang Electric announced the resumption of the general manager's duties after the lifting of restrictions [25]

Major Announcements - BYD's cumulative sales of new energy vehicles reached 4.6 million units in 2025, representing a year-on-year growth of 7.73% [15][16] - Longpan Technology plans to invest no more than 2 billion yuan to construct a high-performance lithium battery cathode material project [4] - Ningde Times has repurchased 15.99 million shares, with a total transaction amount of 4.386 billion yuan [10] Company Collaborations - Dream Network Technology signed a cooperation agreement worth 60 million yuan with Shenzhou Liuhe to jointly develop and produce heavy-lift drone products [1] - Jincai Huilian intends to acquire 51% of Wuxi Sanli Robot Technology Co., Ltd. for 63.43 million yuan, making it a subsidiary [2] Project Developments - Longpan Technology's project for high-performance lithium battery cathode materials will have a total investment of no more than 2 billion yuan, with a planned capacity of 120,000 tons per year [4] - Shengyi Technology signed an investment intention agreement for a 4.5 billion yuan high-performance copper-clad laminate project [6] - Zhongmin Resources' annual production of 30,000 tons of high-purity lithium salt project has commenced trial production [8] Financial Performance - BYD's total sales of new energy vehicles in 2025 were 4.602 million units, with a significant increase in commercial vehicle sales by 161.83% [16] - Bailong Oriental expects a net profit increase of 46.34% to 70.73% for 2025, driven by strong orders and increased production capacity [17] - Longjian Co. reported a net profit of 405 million yuan for 2025, a decrease of 2.05% year-on-year [18] Share Buybacks - Ningde Times has repurchased a total of 15.99 million shares, accounting for 0.3628% of its total A-share capital [10] - Century Huatong plans to repurchase shares worth between 300 million and 600 million yuan for employee stock ownership plans [11] - Guizhou Moutai has repurchased shares worth 120 million yuan, representing 0.007% of its total share capital [12]

格隆汇1月4日丨腾龙股份(603158.SH)公布，公司董事会同意全资子公司常州腾龙智控科技有限公司与 广东鼎泰电能科技有限公司签署投资意向协议，本次投资前广东鼎泰电能科技有限公司的整体估值不超 过1.6亿元，最终以尽职调查结果及双方协商为准，腾龙智控拟通过增资及股份转让的形式投资其股份 比例不超过15%，并授权公司董事长根据尽职调查结果签署正式的投资协议。 ...

Core Viewpoint - The company Tenglong Co., Ltd. (603158.SH) has announced the establishment of a joint venture, Shenzhen Tenglong Dingtai Technology Co., Ltd., with Guangdong Dingtai Electric Power Technology Co., Ltd., focusing on the development and production of liquid cooling components for data centers [1] Group 1: Joint Venture Details - The total investment for the joint venture is set at 30 million yuan, with Tenglong Intelligent Control holding a 70% stake, amounting to an investment of 21 million yuan [1] - The joint venture will primarily engage in the research, production, sales, and technical services of liquid cooling components, including manifolds, CDU loop pipes, metal corrugated pipes, and server cabinets [1] Group 2: Market and Production Plans - The registered address of the joint venture is in Qianhai, Shenzhen, and it aims to develop and expand the market for server liquid cooling products [1] - The company plans to establish production bases in stages targeting markets in South China, East China, and Northwest China [1] - The board has authorized the chairman to sign resolutions regarding the establishment of production bases for the joint venture within the investment limit of 30 million yuan [1]

（记者 曾健辉） 每经AI快讯，腾龙股份1月4日晚间发布公告称，公司第五届第二十五次董事会会议于2026年1月4日在 子公司会议室以现场结合通讯方式召开。会议审议了《关于子公司腾龙智控拟设立合资公司的议案》等 文件。 每经头条（nbdtoutiao）——AI泡沫破灭？美股下跌20%？量子计算颠覆加密货币？金价涨破1万美元？ 2026年华尔街和科技圈十大预测来了 ...