9月18日，腾龙股份大宗交易成交65万股，成交额664.3万元，占当日总成交额的0.49%，成交价10.22 元，较市场收盘价11.96元折价14.55%。 | 交易日期 | 证券調核 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 类出管业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-18 | 顾龙殿份 | 603158 | 10.22 | 408.8 | 40 | 国海证券股份有限 公司机构建位 | 中信证券股份有限 公司常州分公司 | | 彩 | | 2025-09-18 | 腾龙股份 | 603158 | 10.22 | 255.5 | 25 | 国泰海通证券股份 有限公司总部 | 中信证券股份有限 公司常州分公司 | | Ka | ...

Group 1: Company Performance Overview - The company held its 2025 semi-annual performance briefing on September 16, 2025, with key executives present to communicate with investors [2] - The company's net profit declined year-on-year in the first half of the year, primarily due to customer price reduction demands and a temporary decrease in sales of high-margin products [3][4] - The company achieved a revenue of 680.71 million yuan from new energy vehicle thermal management products, accounting for 55.42% of the thermal management system revenue [3] Group 2: Capital Expenditure and Expansion Plans - The company's current capital expenditures focus on the construction of factories in Malaysia and Morocco, with the Malaysian factory progressing as planned and funded by raised capital [5] - The Moroccan factory aims to serve European OEM clients and is currently in the site selection phase, funded by the company's own resources [5] Group 3: International Business Development - The company is actively pursuing a global strategy, with significant progress in establishing production bases in Europe, Southeast Asia, and North Africa, which are expected to contribute to long-term revenue and profit growth [6] - The Polish factory has entered a rapid growth phase, supplying key clients like Volvo and Stellantis, with plans for increased production in 2024 [7][8] Group 4: Future Growth Drivers - The company is committed to accelerating its transition to new energy and internationalization, enhancing its competitive capabilities [12] - The company has diversified its product offerings, achieving breakthroughs in key products such as electronic water pumps and heat management integrated modules, with plans for further development in the automotive electronics sector [13][18] Group 5: Research and Development Initiatives - The company is investing in R&D to explore non-automotive thermal management applications, including data centers and energy storage, with plans to establish a wholly-owned subsidiary for related product development [17] - The company has made significant advancements in the smart charging sector, with a strong order reserve and recognition from clients [18]

本次业绩说明会上，投资者提出的主要问题及回复如下： (一)今年上半年，公司目前主要业务的开展情况？上半年净利润同比下滑，主要 原因是什么？ 证券代码：603158 证券简称：腾龙股份 公告编号：2025-057 常州腾龙汽车零部件股份有限公司 关于 2025 年半年度业绩说明会召开情况的公告 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。 一、本次业绩说明会召开情况 常州腾龙汽车零部件股份有限公司（以下简称"公司"） 2025年半年度业绩 说明会于2025年9月16日15:00-16:00在进门财经（https://s.comein.cn/phqyftwi）以 网络平台在线交流的形式召开。公司董事长蒋学真先生，总经理李敏先生，财务 总监徐亚明先生，董事会秘书蒋森萌先生出席本次说明会，就公司2025年半年度 业绩说明会具体情况与广大投资者进行了沟通交流。 二、投资者提出的主要问题及公司回复情况 公司热管理产品占比 60%以上，其中新能源业务增量明显，2025 年 1-6 月 公司新能源车热管理产品实现收入 68,071 万元，占 ...

Group 1 - A total of 67 stocks experienced block trading on September 15, with a total transaction value of 2.22 billion yuan [1] - The top three stocks by transaction value were Hangzhou Steel (2.5 billion yuan), Guangqi Technology (2.23 billion yuan), and Demingli (2.04 billion yuan) [1] - Among the stocks, 10 were traded at par, 4 at a premium, and 53 at a discount; Zhejiang Meida, SF Holding, and HNA Technology had the highest premium rates of 9.04%, 7.06%, and 1.35% respectively [1] Group 2 - The top stocks by institutional buying were Hangzhou Steel (250 million yuan), Jiangsu Leili (198 million yuan), and Haiguang Information (106 million yuan) [2] - Other notable institutional purchases included Caida Securities (63.6 million yuan), BGI (25 million yuan), and Ningde Times (20.9 million yuan) [2] Group 3 - The top stocks by institutional selling included Xinyi Technology (21 million yuan), Ningde Times (20.9 million yuan), and BYD (20.8 million yuan) [3]

Summary of Key Points Core Viewpoint - On September 15, 2025, Tenglong Co., Ltd. executed a block trade of 2.4155 million shares, amounting to 23.2851 million yuan, which represented 3.13% of the total trading volume for the day. The transaction price was 9.64 yuan, reflecting a discount of 13.77% compared to the market closing price of 11.18 yuan [1]. Group 1: Trading Details - The block trade involved a total of 2.4155 million shares at a price of 9.64 yuan per share [1]. - The total transaction value was 23.2851 million yuan [1]. - The transaction accounted for 3.13% of the total trading volume on that day [1]. Group 2: Price Comparison - The transaction price of 9.64 yuan was 13.77% lower than the market closing price of 11.18 yuan [1].

证券代码：603158 证券简称：腾龙股份 公告编号：2025-056 常州腾龙汽车零部件股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性 公告 蒋依琳及其一致行动人腾龙科技集团有限公司、蒋学真保证向本公司 提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息 一致。 一、 信息披露义务人及其一致行动人的基本信息 1.身份类别 | | | 重要内容提示： 权益变动方向 比例增加□ 比例减少☑ 权益变动前合计比例 40.00% 权益变动后合计比例 38.87% 本次变动是否违反已作出的承 诺、意向、计划 是□ 否☑ 是否触发强制要约收购义务 是□ 否☑ 投资者及其一致行动人的身份 ☑控股股东/实际控制人及其一致行动人 □其他 5%以上大股东及其一致行动人 □合并口径第一大股东及其一致行动人（仅适用 于无控股股东、实际控制人） □其他______________（请注明） 2.信息披露义务人信息 | 一致行动人名称 | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | | ☑ 腾龙科技集团有限公 ...

Core Viewpoint - Tenglong Co., Ltd. (603158.SH) announced a significant share reduction by shareholder Jiang Yilin, totaling 5,557,269 shares, which represents 1.13% of the company's total equity [1] Summary by Sections Share Reduction Details - Jiang Yilin reduced her holdings from September 8 to September 15, 2025, with 118,800 shares sold through centralized bidding and 5,438,469 shares sold via block trading [1] - Cumulatively, Jiang Yilin has reduced her holdings by 10,567,381 shares, accounting for 2.15% of the current total equity [1] Remaining Holdings - After the reductions, Jiang Yilin retains 55,743,731 shares of unrestricted circulating stock, which constitutes 11.36% of the total equity [1] Implementation Status - The share reduction plan has not yet been fully executed [1]

Core Viewpoint - Tenglong Co., Ltd. (603158.SH) announced a significant share reduction by shareholder Jiang Yilin, totaling 5,557,269 shares, which represents 1.13% of the company's total equity [1] Summary by Relevant Sections Shareholder Activity - Jiang Yilin notified the company of a share reduction from September 8 to September 15, 2025, involving 118,800 shares through centralized bidding and 5,438,469 shares via block trading [1] - To date, Jiang Yilin has cumulatively reduced holdings by 10,567,381 shares, accounting for 2.15% of the current total equity [1] Remaining Holdings - After the reductions, Jiang Yilin retains 55,743,731 shares of unrestricted circulating stock, which constitutes 11.36% of the total equity [1] Implementation Status - The share reduction plan has not yet been fully executed [1]

Group 1 - The board of directors of Changzhou Tenglong Automotive Parts Co., Ltd. held its 22nd meeting of the 5th session on September 12, 2025, with all 7 attending directors present, complying with relevant laws and regulations [2][3]. - The board approved the establishment of a wholly-owned subsidiary with an investment of 50 million yuan in Changzhou, focusing on the research, production, and sales of liquid cooling components and products for energy storage and servers, aiming to extend the business from the automotive sector to non-automotive sectors [3][4]. - The board also approved the transfer of 22.5% equity in the controlling subsidiary Zhejiang Lichi Leao Environmental Technology Co., Ltd. from shareholder Zhong Yafeng to his wife Wang Shuwen for 0 yuan, with no significant impact on the company's financial and operational status [5][6]. Group 2 - The board's decisions were unanimously approved with 7 votes in favor, and no votes against or abstentions [4][6]. - The announcement was made by the board of directors on September 13, 2025 [7][8].

Group 1 - The company, Tenglong Co., plans to invest 50 million yuan to establish a wholly-owned subsidiary in Changzhou, focusing on the research, production, and sales of liquid cooling components and products for energy storage and server applications [1] - The company has agreed to waive its preferential right to acquire a 22.5% stake in its subsidiary, Zhejiang Lichi Leao Environmental Technology Co., Ltd., which is a transfer of shares among direct relatives, with no significant change in actual equity [1]