证券代码：603158 证券简称：腾龙股份 公告编号：2025-059 股东减持股份结果公告 本公司董事会、全体董事及相关股东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 重要内容提示： 2025 年 10 月 15 日，公司收到蒋依琳女士出具的《股份减持暨实 施结果的告知函》，其于 2025 年 7 月 18 日至 2025 年 10 月 14 日期间， 通过集中竞价方式减持公司股份 4,897,912 股，通过大宗交易方式减 持公司股份 9,815,969 股，合计减持 14,713,881 股，占公司总股本的 3.00%。本次权益变动后，蒋依琳持有公司股份数量由 66,311,112 股 减少至 51,597,231 股，持股比例由 13.51%减少至 10.51%。 1 一、减持主体减持前基本情况 股东名称 蒋依琳 股东身份 控股股东、实控人及一致行动人 √是 □否 股东持股的基本情况:截至本公告披露日，常州腾龙汽车零部件股份有 限公司（以下简称"公司"）股东蒋依琳持有公司无限售流通股份 51,597,23 ...

关于控股股东的一致行动人股份解除质押的公告 证券代码:603158 证券简称：腾龙股份 公告编号：2025-060 常州腾龙汽车零部件股份有限公司 | 截至公告披露日，股东及其一致行动人累计质押股份情况如下： | | --- | 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"本公司"、"公司"）控股股东 腾龙科技集团有限公司（以下简称"腾龙科技"）持有本公司无限售流通股 133,768,236 股，占本公司总股本 490,799,306 股的 27.26%；5%以上股东蒋依琳持 有本公司无限售流通股 51,597,231 股，占本公司总股本的 10.51%；实际控制人蒋 学真持有本公司无限售流通股 1,250,480 股，占本公司总股本的 0.25%。 上述股东为一致行动人，合计持有本公司股份 186,615,947 股，占本公司总股 本的 38.02%。 本次解除质押后，腾龙科技及其一致行动人累计质押所持本公司股份数量 86,676,000 股，占合计持有本公司股份 ...

Core Viewpoint - Tenglong Co., Ltd. announced a significant share reduction by a major shareholder, indicating potential shifts in ownership dynamics and investor sentiment [1] Summary by Categories Shareholder Actions - Jiang Yilin reduced her holdings in Tenglong Co., Ltd. by a total of 14.7139 million shares, which represents 3.00% of the company's total share capital [1] - The reduction occurred through two methods: 4.8979 million shares were sold via centralized bidding, and 9.816 million shares were sold through block trading [1]

Core Viewpoint - The announcement indicates that shareholder Jiang Yilin has released the pledge on 8.34 million shares, which represents 16.16% of her holdings and 1.70% of the company's total share capital [1] Summary by Relevant Sections Shareholder Actions - Jiang Yilin has released the pledge on 8.34 million shares, with no plans to re-pledge these shares in the future [1] Pledged Shares Overview - After the release of the pledge, the total number of shares pledged by Tenglong Technology and its concerted parties amounts to 86.676 million shares, which is 46.45% of their total holdings and 17.66% of the company's total share capital [1]

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

Core Viewpoint - The company is leveraging its established supply chain, product matrix, and technological reserves in automotive thermal management to explore applications in non-automotive sectors, specifically in data centers, communication cabinets, and energy storage [1] Group 1: Business Development - The company has achieved small-scale production of electronic water pumps, rubber hoses, and nylon pipes for liquid cooling applications in data centers and energy storage cabinets [1] - The board of directors has approved an investment of 50 million yuan to establish a wholly-owned subsidiary focused on the research, production, and sales of liquid cooling components and products for energy storage and servers [1] - The company aims to continuously explore new development directions to lay a foundation for long-term sustainable growth [1]

格隆汇10月9日丨腾龙股份(603158.SH)在投资者互动平台表示，目前公司暂未开展机器人相关的业务， 公司基于在汽车热管理领域的积累，将持续关注和拓展非车用热管理技术的应用场景，同时也会将您的 建议反馈给董事会及管理层，结合公司战略与市场趋势，积极研究相关方向的可能性。 ...

| 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 型出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-29 | 腾龙股份 | 603158 | 9.45 | 236.25 | 25 | 草圈空间素卖播送 | 公司 2017-02-20 | 番 | | 2025-09-29 | 顾龙殿份 | 603158 | 9.45 | 236.25 | ર્ટ | CONSULTION CONSULTIO | 去筒重角壁盘筒圈 | KA | | 2025-09-29 | 顾龙殿份 | 603158 | 9.45 | 236.25 | 25 | - - | 会筒量热量贸易限 | Ka | | 2025-09-29 | 腾龙股份 | 603158 | 9.45 | 236.25 | 25 | 公司前景米据财经 | 去日 2017年 10:50 | 播 | | 2025-09-29 | 顾龙殿份 | 603158 | ਰੇ 4ਵੇ | 224.91 ...

Group 1 - The core viewpoint of the news is that Tenglong Co., Ltd. has seen a significant increase in its stock price, rising by 5.14% to 11.04 CNY per share, with a trading volume of 247 million CNY and a turnover rate of 4.71%, resulting in a total market capitalization of 5.418 billion CNY [1] - Tenglong Co., Ltd. is primarily engaged in the research, production, and sales of automotive thermal exchange system pipeline products, with its main business revenue composition being 64.89% from automotive thermal management system components, 19.20% from EGR systems and sensors, and 15.91% from automotive rubber and plastic components [1] Group 2 - From the perspective of fund holdings, Jin Yuan Shun An Fund has a significant position in Tenglong Co., Ltd., with its Jin Yuan Shun An Industry Selected Mixed A Fund holding 237,100 shares, accounting for 3.47% of the fund's net value, ranking as the ninth largest holding [2] - The Jin Yuan Shun An Industry Selected Mixed A Fund has achieved a year-to-date return of 7.08% and a one-year return of 17.38%, with a total fund size of 193.1 million CNY [2]

Core Viewpoint - Elon Musk emphasized that Tesla is fully committed to scaling the Optimus project, defining it as the most important product in the company's history, with expectations that it will account for 80% of the company's future value [2][6]. Group 1: Production Timeline and Goals - Tesla aims for internal limited production and testing of thousands of Optimus units by 2025, ramping up to 50,000-100,000 units for external sales in 2026, and targeting an annual production of 1 million units within five years [2]. - The current supply chain for Optimus is based on the design of Optimus V2, with actuators and sensors each accounting for approximately 30% of material costs [4]. Group 2: Supply Chain and Component Suppliers - The supply chain for Optimus includes Tier 1 suppliers such as Sanhua Intelligent Controls and Top Group for actuators, and Mingzhi Electric and Zhaowei Electromechanical for dexterous hands [7]. - Key component suppliers include Shuanghuan Transmission and Lide Harmony for reducers, Best for lead screws, and Rongtai Health for insulation parts [7]. - International Tier 1 suppliers include Amphenol for cables, TE Connectivity for six-dimensional torque sensors, and THK for lead screws [8]. Group 3: Challenges and Development Needs - Current challenges for Optimus include hardware issues such as overload and overheating of joint motors, insufficient dexterity and load capacity of dexterous hands, and the lifespan of transmission components [10]. - There is a need for improved compatibility between hardware and software, particularly in complex dynamic environments and multi-task coordination [10]. Group 4: Thermal Management Solutions - The thermal management system for Optimus V3 is similar to that of electric vehicles, focusing on the management of key components like batteries and motors [11]. - Sanhua Intelligent Controls is developing liquid cooling modules for Optimus, leveraging its experience in electric vehicle thermal management to address overheating issues in robotic joints [13]. - Sanhua plans to deliver approximately 2,000 actuators to Tesla by Q3 2025, with an annual order forecast of 5,000-10,000 units [13]. Group 5: Industry Trends and Future Outlook - Domestic suppliers are increasing investments to meet the demand for high-performance, miniaturized thermal management components for robots [14]. - The year 2025 is anticipated to be a pivotal year for humanoid robot mass production, with 2026 expected to be a critical turning point for the industry landscape [14]. - The upcoming iTherM 2025 conference will address advanced thermal management technologies and materials relevant to humanoid robots [15].