证券代码：603686 证券简称：福龙马 公告编号：2025-030 福龙马集团股份有限公司 名称：福龙马环境科技（上海）有限责任公司 统一社会信用代码：91310120MAEK2HFU92 类型：有限责任公司（自然人投资或控股的法人独资） 住所：上海市奉贤区大叶公路8188号8幢 法定代表人：洪永海 注册资本：500万元人民币 成立时间：2025年5月16日 经营范围：一般项目：技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；环境保护专用设备销售； 服务消费机器人销售；环境应急技术装备销售；智能机器人 销售；环境监测专用仪器仪表销售；机械零件、零部件销售； 汽车零配件零售；环境卫生管理（不含环境质量监测，污染 源检查，城市生活垃圾、建筑垃圾、餐厨垃圾的处置服务）； 城乡市容管理；市政设施管理；城市绿化管理；物业管理； 防洪除涝设施管理；城市公园管理；游览景区管理；环境应 急治理服务；建筑物清洁服务；专业保洁、清洗、消毒服务； 打捞服务；土壤污染治理与修复服务；林业有害生物防治服 务；农作物病虫害防治服务；农业园艺服务；工程管理服务； 劳务服务（不含劳务派遣）；水污染治理；园林绿化工程施 工；土 ...

2连板福龙马：日常经营情况未发生重大变化 智通财经6月2日电，福龙马(603686.SH)公告称，公司股票连续三个交易日收盘价格涨幅偏离值累计超 过20%，属于股票交易异常波动。经自查，公司日常经营情况未发生重大变化，内部生产经营秩序正 常。同时，公司及公司控股股东、实际控制人不存在应披露而未披露的重大信息。 ...

证券代码：603686 证券简称：福龙马 公告编号：2025-032 福龙马集团股份有限公司 股票交易异常波动公告 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。 ●福龙马集团股份有限公司（以下简称"公司"或"本 公司"）股票（股票代码：603686）于2025年5月28日、29 日、30日连续三个交易日收盘价格涨幅偏离值累计超过20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交 易异常波动。 ●经公司自查并向控股股东及实际控制人核实，截至本 公告披露日，确认不存在应披露而未披露的重大信息。 ●敬请广大投资者注意二级市场交易风险，理性决策， 审慎投资。 一、股票交易异常波动的具体情况 公司股票连续三个交易日（2025年5月28日、29日、30 日）内收盘价格涨幅偏离值累计超过20%，根据《上海证券交 易所交易规则》的有关规定，属于股票交易异常波动。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，目前公司日常经营情况未发生重大变化， 内部生产经营秩序正常，无其他应披露而未披露的重大信 息。 （ ...

福龙马集团股份有限公司（以下简称"公司"）2025年 5月预中标了天津市、山东省等地的环卫服务项目。公司以 临时公告形式对本月主要中标的环卫服务情况进行自愿性 信息披露，具体内容如下： 证券代码：603686 证券简称：福龙马 公告编号：2025-031 福龙马集团股份有限公司 关于2025年5月环卫服务项目中标的提示性公告 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。 福龙马集团股份有限公司董事会 2025 年 6 月 3 日 一、项目中标对公司的影响 公司本月预中标的环卫服务项目数2个，合计首年服务 费金额为928.90万元（占公司2024年度经审计营业收入的 0.18%），合同总金额为2,747.31万元。截至本公告披露日， 公司本年度环卫服务项目中标数20个，合计首年年度金额为 32,540.34万元，合同总金额为95,122.16万元，这将对公司 2025年及以后的经营业绩产生积极影响。 截至本公告披露日，公司在履行的环卫服务项目年化合 同金额41.10亿元，累计合同总金额339.68亿元（含项目顺 延服务 ...

一、对外投资事项一 福龙马环境科技（上海）有限责任公司于近期完成工商 注册登记手续，取得奉贤区市场监督管理局颁发的《营业执 照》，相关登记信息如下： 名称：福龙马环境科技（上海）有限责任公司 证券代码：603686 证券简称：福龙马 公告编号：2025-030 福龙马集团股份有限公司 2025 年度对外投资事项进展公告（五） 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。 福龙马集团股份有限公司（以下简称"公司"）根据业 务开展的实际情况和《公司章程》规定，经公司总裁办公会 审议通过，同意在上海市、江西省、浙江省等地设立子公司。 上述投资事项于近期完成相应的工商登记手续，相关事项进 展情况如下： 统一社会信用代码：91310120MAEK2HFU92 类型：有限责任公司（自然人投资或控股的法人独资） 住所：上海市奉贤区大叶公路8188号8幢 法定代表人：洪永海 注册资本：500万元人民币 成立时间：2025年5月16日 经营范围：一般项目：技术服务、技术开发、技术咨询、 技术交流、技术转让、技术推广；环境保护专用设备销 ...

福龙马5月30日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国联民生证券股份有限公司北京分公司 | 6645.56 | | | 买二 | 国泰海通证券股份有限公司成都北一环路证券营业部 | 4967.90 | | | 买三 | 中信证券股份有限公司浙江分公司 | 4802.50 | | | 买四 | 华泰证券股份有限公司镇江黄山南路证券营业部 | 4319.43 | | | 买五 | 国泰海通证券股份有限公司总部 | 2901.97 | | | 卖一 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | | 6981.99 | | | 营业部 | | | | 卖二 | 国盛证券有限责任公司宁波桑田路证券营业部 | | 6795.64 | | 卖三 | 国泰海通证券股份有限公司成都北一环路证券营业部 | | 5480.96 | | 卖四 | 华泰证券股份有限公司马鞍山湖东中路证券营业部 | | 5319.09 | 卖五 国泰海通证券股份有限公司总部 5201.14 ...

Group 1: Market Performance - Major indices experienced a strong rebound, with the Shanghai Composite Index rising by 0.7%, Shenzhen Component Index by 1.24%, and ChiNext Index by 1.37% [2] - Over 4,200 stocks in the two markets saw gains, with a total trading volume of approximately 1.19 trillion yuan [2] Group 2: Digital Currency and Software Sector - The digital currency and software sectors led the market rally, with notable stocks like Lakala (300773.SZ) and Sifang Jingchuang (300468.SZ) hitting the daily limit with a 20% surge [2] - New Guodu (300130.SZ) rose over 14%, while Feitian Chengxin (300386.SZ) and Shenzhou Information (000555.SZ) also saw significant increases of 12.84% and 10%, respectively [2] Group 3: Autonomous Driving and Intelligent Connected Vehicles - Stocks related to autonomous driving and intelligent connected vehicles surged, with companies like Fulongma (603686.SH) and Jintour Environment (001230.SZ) hitting the daily limit [3] - A strategic cooperation agreement was signed between Xiaoma Zhixing and Guangzhou Public Transport Group, focusing on autonomous vehicle services [3] Group 4: Innovative Pharmaceuticals - The innovative pharmaceutical sector remains active, with companies like Sanofi Guojian (688336.SH) rising over 12% [4][3] - The sector is supported by policy backing, global competitiveness, and improving fundamentals, with a focus on "innovation + internationalization" [4] Group 5: Automotive Sector - The automotive sector showed strong performance, with Jinlong Automobile (600686.SH) and Dongfeng Co. (600006.SH) both increasing by 10% [5] - The launch of new models by XPeng and supportive government policies in Fujian province are contributing factors to the sector's growth [5] Group 6: Weak Sectors - The precious metals and food processing sectors experienced declines, with companies like Western Gold (601069.SH) and Laiyifen (603777.SH) seeing significant drops [5]

Summary of the Conference Call for 福龙马 Company Overview - 福龙马 reported a revenue of 5.04 billion yuan and a net profit of 145 million yuan for 2024 [2][3] - The environmental services segment generated 3.824 billion yuan, while the smart equipment segment, affected by fiscal constraints, generated 1.078 billion yuan [2][3] - The total amount of contracts on hand is 34.73 billion yuan, with 19.586 billion yuan pending execution, providing support for future performance [2][3] Key Insights and Arguments - 福龙马 has been developing unmanned sanitation vehicles since 2018, currently promoting L4 level SD15 and L2 level SD22 models [2][3] - In 2024, the sales of unmanned sanitation vehicles reached 54 units, with total revenue from new energy sanitation equipment at 360 million yuan, ranking third in the industry [2][4] - The price range for unmanned sanitation vehicles is between 300,000 to 600,000 yuan, which is higher than traditional sanitation vehicles, but prices are expected to decrease as component costs decline [2][6] - The average gross margin for unmanned sanitation vehicles is between 20% to 23%, which is higher than traditional sanitation vehicles, but the overall segment has not yet achieved profitability [2][7] - A single unmanned sanitation vehicle can replace approximately 3 workers, which is lower than the ideal estimate of 6 workers due to various operational conditions [2][8] Market Dynamics - The market for unmanned sanitation vehicles is currently estimated at around 3,000 units, with 福龙马 holding a market share of approximately 3% [2][16] - The overall sanitation equipment market is about 70,000 units, with the proportion of new energy vehicles increasing from 2-3% in 2024 to 13.66% [2][16] - The company expects significant sales growth in 2025, driven by positive market feedback and government plans to deploy thousands of unmanned sanitation vehicles [2][10] Challenges and Opportunities - The unmanned sanitation vehicle market faces challenges such as policy implementation, technology matching, and market education [2][18] - The future market may be dominated by government and sanitation service enterprises, with a focus on bundled service offerings [2][20] - The current business model involves a one-time fee for hardware and software, along with operational maintenance services, but the company aims to separate these in the future [2][21] Competitive Landscape - The competition in the unmanned sanitation equipment industry is relatively limited, with fewer than 100 key players compared to over 300 in the traditional electric vehicle sector [2][23] - 福龙马 participated in a competition in Shenzhen, securing second place among approximately 30 participating companies [2][24] Future Developments - 福龙马 is exploring overseas business opportunities, primarily focusing on traditional electric sanitation equipment exports, but has not yet secured any international operating licenses [2][29] - The company is collaborating with Huawei on autonomous driving technology, particularly in domain controllers, but has not yet formalized the agreement [2][30] Conclusion 福龙马 is positioned in a growing market for unmanned sanitation vehicles, with a solid revenue base and a focus on innovation. However, it faces challenges related to market acceptance, policy frameworks, and competition. The company is optimistic about future growth, particularly in 2025, as it continues to develop its product offerings and expand its market presence.

Group 1 - The food and beverage sector experienced a midday rally, with new consumption stocks, particularly in beauty care and beverages, leading the gains. Water Sheep Co. surged to a 20% limit up, while other stocks like Happy Home, New Dairy, Junyao Health, and Zhou Dazheng also hit limit up previously. Stocks such as Liziyuan, Dongpeng Beverage, Yong'an Pharmaceutical, Qingsong Co., and Mingpai Jewelry rose over 5% [3] - BYD's stock in Hong Kong saw a decline of over 3% at one point, with trading volume exceeding 2.8 billion HKD. In the A-share market, BYD's decline expanded to 2%, with trading volume surpassing 4.6 billion CNY [4] Group 2 - The concept of autonomous sanitation vehicles gained traction in the A-share market, attracting market attention. Several companies are involved in this field [5] - Qidi Environment reported that autonomous sanitation vehicles have achieved demonstration operations in key projects. Yutong Heavy Industry indicated that the revenue from autonomous products will be low in 2024, and the market for such products is still in the exploratory phase, influenced by market demand and policy changes [6] - Fulongma launched the world's first autonomous intelligent cleaning robot based on a skateboard chassis, which has been implemented in over 30 cities across 15 provinces in China. Yingfeng Environment offers a variety of robotic equipment, including autonomous cleaning robots and solar cleaning robots, with operations already established in cities like Shenzhen, Changsha, and Suzhou [6]

Group 1 - The energy-saving and environmental protection sector experienced a significant rally, with Boschke reaching a 20% limit up, and other companies like Qidi Environment, Fulongma, and Qiaoyin shares also hitting the limit up [1] - Other companies in the sector, such as Baolijie and Wanbangda, showed positive performance with notable increases [1][2] Group 2 - The Ministry of Ecology and Environment held a press conference on May 27, announcing plans to focus on the construction of a beautiful China and upgrade the ecological environment standard system [3] - The Ministry aims to accelerate the upgrade of ecological environment quality standards and pollutant discharge standards, and strengthen support for local standards [3] - Xinda Securities highlighted that during the 14th Five-Year Plan, there are increasing requirements for environmental quality and industrial green low-carbon development, suggesting that the energy-saving and environmental protection sector will maintain high prosperity [3]