登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 楚天龙股份有限公司 关于股东减持计划时间届满暨实施情况的公告 1、股东减持股份情况 ■ 以上减持股份来源于温州一马持有的公司首次公开发行股票前股份，通过集中竞价减持价格区间为 19.53元/股- 21.73元/股、通过大宗交易减持价格区间为16.25元/股-18.94元/股。 2、股东本次减持前后持股情况 ■ 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 楚天龙股份有限公司（以下简称"公司"）于2025年9月11日披露了《关于公司股东减持股份预披露公 告》（公告编号：2025-039）。持有公司股份1,804.0299万股（占公司总股本比例3.91%）的股东温州一 马企业管理中心（有限合伙）（以下简称"温州一马"）计划在公司公告本次减持计划之日起十五个交易 日后的3个月内以集中竞价方式或大宗交易方式合计减持本公司股份不超过1,383.4079万股（即不超过公 司总股本的3.00%）。 近日，公司收到温州一马出具的《股份减持告知函》，温州一马于2025年10月10日-2026年1月9日通过 集中竞价和大宗交易方式减持公司股份1,005. ...

证券代码：603266 证券简称：天龙股份 公告编号：2026-003 宁波天龙电子股份有限公司 关于全资子公司通过高新技术企业重新认定的公告 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。 根据全国高新技术企业认定管理工作领导小组办公室下发的《对广东省认定机 构 2025 年认定报备的第二批高新技术企业进行备案的公告》，宁波天龙电子股份 有限公司（以下简称"公司"）全资子公司东莞天龙阿克达电子有限公司（以下简 称"东莞天龙"）已通过高新技术企业认定。证书编号为：GR202544002679，发证 时间：2025 年 12 月 19 日，有效期三年。 东莞天龙 2025 年度已按照 15%的企业所得税税率进行纳税申报及预缴，因 此本次通过高新技术企业认定不会影响公司 2025 年度的相关财务数据。 特此公告。 宁波天龙电子股份有限公司董事会 2026 年 1 月 13 日 东莞天龙本次高新技术企业的认定系在原证书有效期满后的重新认定。根据国 家相关规定，自本次通过高新技术企业认定后连续三年（2025年至2027年）可继续 ...

Group 1 - The core investment involves Tianlong Co., Ltd. acquiring a 54.87% stake in Suzhou Haomibo Technology Co., Ltd. for 232 million RMB, making it a subsidiary included in the consolidated financial statements [2][4] - Suzhou Haomibo, established in 2016, focuses on 4D millimeter-wave radar sensor development and aims to provide mass-producible ADAS systems and unmanned traffic control solutions for automotive manufacturers [3][5] - The investment is part of Tianlong's strategy to transition from automotive component supply to integrated smart sensing components, enhancing its competitive edge in the automotive electronics sector [5] Group 2 - The transaction includes a cash payment of 132 million RMB for a 32.30% stake and an additional 100 million RMB for a capital increase, resulting in Tianlong holding a 33.33% stake post-investment [4] - Suzhou Haomibo's revenue for the first three quarters of 2025 is projected to be 33.79 million RMB, reflecting a 288.64% increase compared to 2024 [3] - The deal includes performance-based clauses, with revenue targets set at 1.2 billion RMB and net profit targets at 48 million RMB over the next four years [5]

Core Viewpoint - Tianlong Co., Ltd. is making a significant strategic shift from a traditional automotive parts supplier to an intelligent perception integrator by acquiring a controlling stake in Suzhou Haomibo Technology Co., Ltd. for 232 million yuan [1][2]. Group 1: Acquisition Details - Tianlong plans to acquire 54.87% of Suzhou Haomibo through a combination of equity transfer and capital increase, with a total investment of 232 million yuan [1][2]. - The acquisition consists of two parts: 131.84 million yuan for acquiring 32.2998% equity from seven shareholders and 100 million yuan for capital increase to subscribe to the new registered capital of 7.608 million yuan [2]. - The deal includes performance-based clauses, requiring Suzhou Haomibo to achieve a cumulative revenue of 1.2 billion yuan and a net profit of 48 million yuan from 2026 to 2029 [2]. Group 2: Company Performance - Tianlong's financial performance remains robust, with a revenue of 947 million yuan and a net profit of 82.7036 million yuan for the first three quarters of 2025 [4]. - In Q3 2025, the company reported a revenue of 333 million yuan, a year-on-year increase of 2.03%, and a net profit of 26.1814 million yuan, up 6.31% [4]. - The company's net profit excluding non-recurring items grew by 21.56%, indicating strong resilience in its core business [4]. Group 3: Suzhou Haomibo's Growth - Suzhou Haomibo, established in 2016, focuses on R&D in intelligent perception devices, including 4D millimeter-wave radar and UWB sensors [2]. - The company has shown rapid revenue growth, achieving 33.7945 million yuan in revenue for the first three quarters of 2025, a staggering increase of 288.64% compared to the entire year of 2024 [3]. - With the increasing penetration of intelligent driving technology and the gradual mass production of projects, Suzhou Haomibo's operational performance is expected to continue improving [3]. Group 4: Market Outlook - The acquisition positions Tianlong to leverage Suzhou Haomibo's technological expertise in intelligent perception to enter high-growth sectors such as intelligent driving, low-altitude flight, smart transportation, and robotics [5]. - The market for 4D millimeter-wave radar is projected to experience explosive growth, with the Chinese market expected to reach 12.8 billion yuan in 2024 and 37 billion yuan by 2030, reflecting a compound annual growth rate of 20% [5].

证券代码：603266 证券简称：天龙股份 公告编号：2026-002 宁波天龙电子股份有限公司 关于变更签字注册会计师的公告 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。 宁波天龙电子股份有限公司（以下简称"公司"）于 2025 年 4 月 24 日召开 第五届董事会第三次会议和第五届监事会第三次会议，审议通过了《关于续聘会 计师事务所的议案》，同意公司继续聘请天健会计师事务所（特殊普通合伙） （以下简称"天健会计师事务所"）为公司 2025 年度财务审计和内部控制审计 机构。该事项已经公司 2024 年年度股东大会审议通过。具体内容详见 2025 年 4 月 26 日上海证券交易所网站（www.sse.com.cn）披露的《关于续聘会计师事务 所的公告》（公告编号：2025-009）。 2026 年 1 月 5 日，公司收到天健会计师事务所出具的《关于变更签字注册 会计师的函》，现将具体情况公告如下： 一、 本次变更的基本情况 天健会计师事务所作为公司 2025 年度财务报表和 2025 年末财务报告内部控 制审计 ...

Core Viewpoint - Tianlong Co., Ltd. plans to acquire a 54.8666% stake in Suzhou Haomibo Technology Co., Ltd. for a total cash consideration of 231.84 million yuan, making it a controlling subsidiary and consolidating it into its financial statements [2] Group 1: Transaction Details - The acquisition consists of two parts: a share transfer and a capital increase, with Tianlong investing 131.84 million yuan to acquire 32.2998% of the shares from seven entities and an additional 10 million yuan for a capital increase to obtain 33.3333% of the shares [2] - The transaction is structured as a package deal aimed at acquiring control of Suzhou Haomibo [2] Group 2: Company Profile and Financials - Suzhou Haomibo, established in 2016, focuses on high-tech fields such as 4D millimeter-wave radar and UWB sensors, providing ADAS solutions to automotive manufacturers [3] - Financial data indicates that Suzhou Haomibo achieved revenue of 8.70 million yuan in 2024, with a net loss of 59.21 million yuan, and for the first nine months of 2025, revenue increased to 33.79 million yuan with a reduced net loss of 43.59 million yuan [3] Group 3: Strategic Alignment and Synergies - The transaction aligns with Tianlong's strategic plan to develop hard technology and adapt to the automotive industry's trend towards intelligence [4] - Significant synergies are expected, with Tianlong's precision manufacturing capabilities enhancing Suzhou Haomibo's product mass production, while Suzhou Haomibo's technology will facilitate Tianlong's industrial upgrade [4] Group 4: Performance Clauses and Governance - The deal includes performance targets, with the founders of Suzhou Haomibo committing to achieve a cumulative revenue of 1.2 billion yuan and a net profit of 48 million yuan from 2026 to 2029, with penalties for underperformance [4] - Post-transaction, the board of Suzhou Haomibo will be restructured, allowing Tianlong to appoint two directors and nominate the financial officer [4]

Group 1 - The core point of the article highlights that as of December 31, 2025, there are 125 stocks in the Shanghai and Shenzhen markets that have received net buying from main funds for five consecutive days or more [1] - The stock with the longest consecutive net buying days is Tianlong Co., which has seen net buying for 14 consecutive trading days [1] - Other stocks with significant consecutive net buying days include Dongfang Electric, Huaneng Water Power, Jingwang Electronics, Leao Planning, Jiajia Yue, Meike Home, Aohua Endoscope, and Changshu Bank [1]

Group 1: Xiaomi's Automotive Goals - Xiaomi's chairman Lei Jun announced a delivery target of 550,000 vehicles for 2026, exceeding the previous plan of 300,000 for 2025, which is now set at over 410,000 [2] - Since the factory's production began 20 months ago, Xiaomi has delivered 500,000 vehicles, with December alone seeing over 50,000 deliveries [2] - The YU7 SUV model has performed exceptionally well, delivering over 150,000 units in six months, which is 2.3 times the delivery of the SU7 in the same period [2] Group 2: Company Clarifications - Yushu Technology clarified that it is not involved in applying for a "green channel" for its A-share listing, and the regular listing process is proceeding normally [3] - Luxshare Precision issued a statement denying rumors that it would be affected by the production of OpenAI's first AI hardware, confirming that its core business is operating as planned [4] Group 3: New Developments in Technology - Black Sesame Intelligence announced that its high-performance intelligent driving chip, the Huashan A2000, has passed U.S. regulatory reviews and is now approved for global sales [10] - Lenovo's CEO Yang Yuanqing and NVIDIA's CEO Jensen Huang discussed future collaborations in AI, with plans to launch a new enterprise-level AI product at CES 2026 [9] Group 4: Investment and Acquisitions - Shengyi Technology signed an investment agreement for a high-performance copper-clad laminate project worth approximately 4.5 billion yuan, aimed at supporting growth in AI, cloud computing, and 6G communications [6] - Tianlong Co. plans to acquire a 54.87% stake in Suzhou Haomibow, a company focused on 4D millimeter-wave radar technology, to expand into smart driving and related fields [12] - Jincai Hulin announced plans to acquire a 51% stake in Wuxi Sanli, aiming to extend heat treatment technology into robot component manufacturing [14]

Transaction Overview - Ningbo Tianlong Electronics Co., Ltd. plans to acquire a 32.2998% stake in Suzhou Haomibo Technology Co., Ltd. for a cash consideration of RMB 131.843663 million and will also invest an additional RMB 100 million to increase its stake to 54.8666% [2][4][5] - The transaction will not constitute a related party transaction or a major asset restructuring and does not require shareholder approval [3][11] Purpose and Strategic Fit - The acquisition aligns with the company's strategic focus on the automotive electronics and new energy sectors, particularly in smart driving and vehicle networking [7][8] - The transaction aims to enhance the company's capabilities in intelligent perception technologies, leveraging Suzhou Haomibo's expertise in 4D millimeter-wave radar and sensor integration [8][9] Financial Aspects - The total investment of RMB 231.843663 million will significantly improve Suzhou Haomibo's financial position, including its asset-liability ratio and equity [16] - Suzhou Haomibo's revenue for the first nine months of 2025 was RMB 33.7945 million, reflecting a 288.64% increase compared to the entire year of 2024, although it remains in a loss position [16] Valuation and Pricing - The valuation of Suzhou Haomibo was determined using a combination of asset-based and income-based approaches, with the final equity value set at RMB 354.7 million based on the income approach [18][28] - The transaction price is slightly below the assessed value, indicating a fair and reasonable pricing strategy [30] Synergies and Collaboration - The acquisition is expected to create significant synergies, including operational and channel collaborations, enhancing the company's supply chain capabilities [9][10] - The company has established relationships with major automotive suppliers, which will facilitate the integration of Suzhou Haomibo's products into broader supply chains [10] Future Commitments - The transaction includes performance commitments from the founders of Suzhou Haomibo, with targets set for revenue and profit over the next four years [43] - The company will utilize the investment for operational funding and strategic initiatives, ensuring alignment with its long-term growth objectives [47]

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]