证券日报网讯天龙股份（603266）9月10日在互动平台回答投资者提问时表示，公司是汽车零部件二级 供应商，目前间接供货于特斯拉的产品主要应用于车灯系统、热管理系统、门系统等精密零部件。 ...

格隆汇9月10日丨天龙股份(603266.SH)在投资者互动平台表示，公司在轻量化方面积累了一定的技术经 验，轻量化是人形机器人等新兴行业的重要发展方向，公司将积极争取与头部Tier1客户业务合作可能 性，后续若有进展，公司会及时按照相关规定履行信息披露义务。 ...

Core Insights - The company reported a net cash flow from operating activities of 0.96 billion yuan, an increase of 22.09% year-on-year [1] - The company focuses on the precision manufacturing sector, providing integrated solutions in precision molds, injection molding, stamping, and assembly [1] - The company’s R&D investment reached 31.89 million yuan, accounting for 5.19% of revenue, with a year-on-year growth of 3.75% [2] Business Performance - In the first half of 2025, the automotive parts business achieved sales of 4.91 billion yuan, with approximately 1.59 billion yuan (25.83% of revenue) coming from components directly used in new energy vehicles [2] - Sales from products shared between new energy and fuel vehicles amounted to approximately 1.03 billion yuan, representing 16.71% of revenue [2] - The company is actively expanding its overseas market presence, with the construction of its Thailand production base completed and entering the production phase [2] Competitive Advantages - The company’s core competencies include technological and R&D advantages, mold development and manufacturing capabilities, regional layout advantages, management experience, and a rich product line [1] - The company is enhancing its core competitiveness in the automotive electronics sector by investing in the design, development, and production of precision components for new energy vehicles [2]

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 6.52亿 | 6.15 Z | -5.73% | | 归母净利润(元) | 5794.6万 | 5652.22万 | -2.46% | | 扣非净利润(元) | 5400.77万 | 5206.33万 | -3.60% | | 货币资金(元) | 1.66亿 | 2.38亿 | 42.87% | | 应收账款(元) | 4.79 Z | 4.53亿 | -5.31% | | 有息负债(元) | 1806.94万 | 1539.8万 | -14.78% | | 毛利率 | 22.20% | 23.07% | 3.93% | | 净利率 | 8.89% | 9.20% | 3.47% | | 三费占营收比 | 7.63% | 8.52% | 11.64% | | 每股净资产 (元) | 7.26 | 7.76 | 6.87% | | 每股收益(元) | 0.29 | 0.28 | -3.45% | | 每股经营性现金流(元) | 0.4 | 0.48 | 22.09% ...

Core Viewpoint - The company, Ningbo Tianlong Electronics Co., Ltd., has released its 2025 semi-annual report, ensuring the accuracy and completeness of the information provided [1][4][7]. Group 1: Company Overview - The company is identified by the stock code 603266 and is referred to as Tianlong Shares [4][7]. - The semi-annual report is not audited, and the board guarantees the content's authenticity [2][4]. Group 2: Financial Data - The report includes key financial data, although specific figures are not detailed in the provided text [3]. - The company has not proposed any profit distribution or capital reserve transfer plans for the reporting period [3]. Group 3: Operational Highlights - The report indicates that the production volume only accounts for self-manufactured products, with a significant portion of products being outsourced, particularly in the electrical and electronic precision plastic structural components [4][5]. - There are no significant changes in the company's operational situation or other impactful matters during the reporting period [5]. Group 4: Investor Communication - An investor performance briefing is scheduled for September 8, 2025, to discuss the semi-annual results and address investor inquiries [8][10]. - The meeting will be held online, allowing investors to submit questions in advance [9][11].

格隆汇8月29日丨天龙股份(603266.SH)公布半年度报告，2025年上半年，公司在董事会的带领下，积极 有序推进各项重点工作，加强市场开发与研发投入、持续改善企业各项管理工作。报告期内，公司实现 营业收入61,456.12万元，同比减少5.73%；归属于上市公司股东的净利润5,652.22万元，同比减少 2.46%。 ...

证券代码：603266 证券简称：天龙股份 公告编号：2025-023 宁波天龙电子股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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个别及连带责任。 重要内容提示： 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 9 月 8 日 前 访 问 网 址 https://eseb.cn/1r6A9LBUgjS 或扫描下方小程序码进行会前提问，公司将通过本 次业绩说明会，在信息披露允许范围内就投资者普遍关注的问题进行回答。 一、说明会类型 宁波天龙电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日在 上海证券交易所网站（www.sse.com.cn）披露了《2025 年半年度报告》。为便于 广大投资者更加全面深入地了解公司 2025 年半年度经营成果、财务状况，公司 定于 2025 年 9 月 8 日（星期一）15:00-16：00 在"价值在线"（www.ir- online.cn）举办 2025 年半年度业绩说明会，与投资者进行沟通和交流，广泛听 ...

证券代码：603266 证券简称：天龙股份 公告编号：2025-022 | 主要产品 | 2025 | 年 | 1-6 | 月平 | 2024 年 | 1-6 | 月平 | 变动比例（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 均售价(元) | | 均售价(元) | | | | | | 汽车类精密塑料零 部件 | | | | 2.99 | | | 3.01 | | -0.66 | | 电工电器类精密塑 料结构件 | | | | 1.12 | | | 1.04 | | 7.69 | 一、 主要产品的产量、销量及收入实现情况 主要产品 产量(只) 销量(只) 营业收入（元） 汽车类精密塑料零 部件 146,248,592.00 164,314,653.00 491,365,988.48 电工电器类精密塑 料结构件 42,387,950.00 77,735,169.00 87,136,603.26 三、主要原材料价格变动情况 宁波天龙电子股份有限公司 2025 年半年度主要经营数据公告 本公司董事会及全体董 ...

宁波天龙电子股份有限公司2025 年半年度报告 公司代码：603266 公司简称：天龙股份 宁波天龙电子股份有限公司 2025 年半年度报告 1 / 164 宁波天龙电子股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人胡建立、主管会计工作负责人于忠灿及会计机构负责人（会计主管人员）于忠 灿声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺，敬请投 资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 宁波天龙电子股份有限 ...

Group 1 - The stock price of Tianlong Co., Ltd. closed at 21.74 yuan on August 27, 2025, down 0.73 yuan or 3.25% from the previous trading day [1] - The opening price was 22.26 yuan, with a highest point of 22.92 yuan and a lowest point of 21.72 yuan, with a trading volume of 107,595 hands and a transaction amount of 241 million yuan [1] - Tianlong Co., Ltd. specializes in the research, production, and sales of plastic products, which are widely used in the automotive and electronic appliance sectors [1] Group 2 - On the morning of August 27, Tianlong Co., Ltd. experienced a rapid rebound, with an increase of over 2% within 5 minutes, reaching a price of 22.39 yuan at 9:30 AM [1] - The net outflow of main funds on that day was 4.29 million yuan, with a cumulative net outflow of 35.07 million yuan over the past five trading days [1] - The company is involved in multiple concept sectors, including IGBT, sensors, and new energy vehicles [1]