Core Viewpoint - Ningbo Shenglong Automotive Power System Co., Ltd. held a Q3 2025 earnings presentation on October 28, 2025, to discuss its performance and engage with investors [2][6]. Group 1: Earnings Presentation Details - The earnings presentation took place from 14:00 to 15:00 on October 28, 2025, via the Shanghai Stock Exchange's online platform [2]. - Key executives, including Chairman Luo Licheng and General Manager Zhang Wenchang, participated in the event to address investor inquiries [2]. Group 2: Investor Questions and Company Responses - **Question 1**: Investors inquired about the revenue share and gross margin of the company's new energy products. The company highlighted its strategic investments in emerging fields like low-altitude aircraft and robotics, emphasizing the significant commercial potential despite inherent risks [3]. - **Question 2**: The company reported a 13.64% year-on-year growth in new energy product revenue for the first three quarters of 2025, indicating that new projects are expected to contribute significantly to future revenue and profits [4]. - **Question 3**: The company experienced a 10.35% revenue growth in the first three quarters, but reported a net loss of 17.81 million yuan in Q3. However, the loss narrowed by 26.4% quarter-on-quarter, attributed to cost control measures and operational efficiency improvements [5]. Specific strategies included partnerships with major North American automakers, employee training, and optimizing procurement and logistics [5].

证券代码：603178 证券简称：圣龙股份 公告编号：2025-046 一、说明会类型 宁波圣龙汽车动力系统股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日 下 午 14:00-15:00 在 上 海 证 券 交 易 所 上 证 路 演 中 心 http://roadshow.sseinfo.com/通过网络互动形式召开了公司 2025 年第三季度 业绩说明会。现将说明会相关情况公告如下： 二、业绩说明会召开情况 公司于 2025 年 10 月 20 日在上海证券交易所网站（ www .sse.com.cn ） 披露了《关于召开 2025 年第三季度业绩说明会的公告》（公告编号：2025-043）。 2025 年 10 月 28 日，公司董事长罗力成先生、董事兼总经理张文昌先生、 副总经理兼董事会秘书张勇先生、独董余卓平先生、陶胜文先生、万伟军先生、 国信证券保代罗傅琪先生出席了本次说明会，与投资者进行互动交流和沟通，并 就投资者普遍关注的问题进行了回答。 三、投资者提出的主要问题和公司回复情况 宁波圣龙汽车动力系统股份有限公司 关于 2025 年第三季度业绩说明会召开情况的公告 本公司 ...

Group 1 - The core point of the announcement is that the controlling shareholder and its concerted parties have reduced their shareholding, triggering a 1% threshold change in equity [2][4] - The controlling shareholder, Ningbo Shenglong (Group) Co., Ltd., and its concerted party, Ningbo Shengdaer Investment Partnership (Limited Partnership), plan to reduce their holdings by up to 7,090,000 shares, which is no more than 3% of the total shares [2][3] - As of October 24, 2025, the controlling shareholder and its concerted parties have reduced their holdings by 1,563,890 shares, decreasing their total shareholding from 62.04% to 61.38% [2][3] Group 2 - The equity change does not trigger a mandatory tender offer and will not lead to a change in the controlling shareholder or actual controller of the company [2][4] - The controlling shareholder and its concerted parties will comply with relevant laws and regulations regarding shareholding reduction and information disclosure obligations [3][4]

Core Points - The Shanghai Composite Index closed at 3950.31 points, above the five-day moving average, with a gain of 0.71% [1] - The total trading volume of A-shares reached 1,991.617 billion yuan [1] - A total of 681 A-shares have prices that surpassed the five-day moving average, indicating positive market momentum [1] Stock Performance Summary - The top three stocks with the highest deviation rates from the five-day moving average are: - Kexiang Co., Ltd. (300903) with a deviation rate of 13.92% and a daily increase of 20.00% [2] - Aerospace Intelligent Equipment (300455) with a deviation rate of 13.15% and a daily increase of 19.98% [2] - Anhui Instrument Technology (688600) with a deviation rate of 10.85% and a daily increase of 14.27% [2] - Other notable stocks include: - Shenkong Co., Ltd. (688233) with a deviation rate of 10.55% and a daily increase of 17.34% [2] - Hengshuo Co., Ltd. (688416) with a deviation rate of 9.57% and a daily increase of 18.08% [2] - Lianyun Technology (688449) with a deviation rate of 9.44% and a daily increase of 13.22% [2]

Group 1 - The core point of the news is that Shenglong Co., Ltd. executed a block trade of 255,000 shares on October 24, with a transaction value of 4.9317 million yuan, accounting for 0.74% of the total trading volume for the day [1] - The transaction price was 19.34 yuan, which represents a discount of 15.47% compared to the market closing price of 22.88 yuan [1]

证券代码：603178 证券简称：圣龙股份 公告编号：2025-045 宁波圣龙汽车动力系统股份有限公司关于 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） 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 62.04% 权益变动后合计比例 61.38% 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☑ | 一致行动人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | 宁波禹舜商贸有限公 | □ | 控股股东/实控人 | 913302126776818135 | | | ☑ | 控股股东/实控人的一致 | ☑ | | 司 | 行动人 | | | | | □ | 其他直接持股股东 | | | 罗力成 | ☑ | 控股股东/实控人 | 不适用 ☑ | | | □ | 控股股东/实控人的一致 | | | | 行动人 | | | | | □ | 其他直接持股股东 | | ...

Core Insights - The automotive parts sector experienced a rise of 1.54% on October 24, with Meili Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Automotive Parts Sector Performance - Meili Technology (300611) closed at 35.18, with a significant increase of 10.77% and a trading volume of 304,900 shares [1] - Other notable gainers included: - Qingdao Double Star (000599) at 6.33, up 10.09% with a volume of 515,800 shares [1] - Xinquan Co. (603179) at 73.59, up 10.00% with a volume of 264,900 shares [1] - Shenglong Co. (603178) at 22.88, up 10.00% with a volume of 291,800 shares [1] - Aerospace Science and Technology (000901) at 18.62, up 9.98% with a volume of 322,600 shares [1] Fund Flow Analysis - The automotive parts sector saw a net inflow of 1.289 billion yuan from main funds, while retail investors experienced a net outflow of 109 million yuan [2] - The sector's overall trading activity indicates a strong interest from institutional investors despite some outflows from retail investors [2]

Summary of Key Points Core Viewpoint - On October 23, Shenglong Co., Ltd. executed a block trade involving 1.3089 million shares, amounting to 26.9762 million yuan, which represented 8.39% of the total trading volume for the day, with a transaction price of 20.61 yuan, reflecting a discount of 0.91% compared to the market closing price of 20.8 yuan [1][2]. Group 1 - The block trade on October 23 involved 1.3089 million shares of Shenglong Co., Ltd. [1] - The total transaction value for the block trade was 26.9762 million yuan [1] - The transaction price was set at 20.61 yuan, which is lower than the market closing price [1][2]

Core Viewpoint - Saint Dragon Co., Ltd. (603178.SH) announced a reduction in shareholding by its controlling shareholder and its concerted parties, indicating a significant change in ownership structure [1] Shareholding Changes - The concerted party, Ningbo Shengdar Investment Partnership (Limited Partnership), and the actual controller, Chen Yaqing, reduced their holdings by 2,364,100 shares from October 21 to October 22, 2025 [1] - The combined shareholding of the controlling shareholder and its concerted parties decreased from 63.04% to 62.04%, marking a change that touches the 1% threshold [1]

证券代码：603178 证券简称：圣龙股份 公告编号：2025-044 宁波圣龙汽车动力系统股份有限公司关于 控股股东及其一致行动人权益变动触及 1%刻度的提示性公告 控股股东一致行动人宁波圣达尔投资合伙企业（有限合伙）、实际控制 人陈雅卿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。 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 | 63.04% | | | | 权益变动后合计比例 | 62.04% | | | | 本次变动是否违反已作出的承 | 是□ | 否☑ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 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 | | ☑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 | | --- | --- | | 投资者及其一致行动人的身份 | | | | □合并口径第一大股东及 ...