公司计划投资约6.8亿元建设新能源商用车零部件创新研发中心和智慧数字工厂，以缓解产能压力，该 项目尚在推进中。 业绩经营情况 投资者需关注公司后续季度财报的发布，特别是营收与利润的环比改善情况。 以上内容基于公开资料整理，不构成投资建议。 经济观察网雪龙集团（603949）近期在新能源业务拓展和产能建设方面有新的动态，同时其股价表现活 跃。投资者需关注后续官方公告。 产品研发进展 根据公开报道，雪龙集团的高低压电子风扇已进入主机厂试装阶段，后续试装结果可能影响业务拓展。 项目进展 ...

Group 1 - The core message of the news is that Xuelong Group participated in the Yuchai Group 2026 Global Partner Conference, showcasing its core technologies and product solutions in the key components sector, thereby strengthening its strategic partnership with Yuchai Group [1][2] - Xuelong Group presented key products such as the third-generation silicone oil clutch fan assembly and electronic fan assembly, demonstrating its comprehensive strength in product R&D, manufacturing, and service system construction [1] - The company emphasizes the importance of ensuring stable and efficient supply chains for its customers, leveraging an intelligent management production and supply chain system to enhance delivery capabilities and meet high standards of domestic and international clients [1] Group 2 - Beyond product delivery, Xuelong Group focuses on embedding service throughout the entire process and extending value, providing comprehensive support from the R&D phase to on-site assurance after implementation [2] - The participation in the conference not only solidified the strategic trust between Xuelong Group and Yuchai Group but also conveyed the company's development philosophy centered on technology and reliability [2] - Looking ahead, Xuelong Group aims to maintain its market positioning as a "solid partner," continuing to invest in technological innovation, lean manufacturing, and sustainable operations, while deepening collaboration with Yuchai Group and industry partners for mutual success and industry evolution [2]

Group 1 - Xuelong Group has been awarded the title of "Advanced Unit" for 2025 by the Zhejiang Provincial Automobile Industry Association, highlighting its long-term contributions and technological advancements in the commercial vehicle cooling fan assembly industry [2] - The company emphasizes a commitment to stable operations and compliance, integrating deeply into the commercial vehicle industry's development process [4] - Xuelong Group is recognized as a leading enterprise in the domestic commercial vehicle cooling fan assembly market, with a market share of approximately 40% in cooling fan assemblies, maintaining its position as the top player in China [4][5] Group 2 - The company focuses on continuous R&D investment, lean manufacturing systems, and quality pursuit to provide reliable products and solutions to customers [4] - The recognition from the industry association serves as encouragement for the company's current development path and sets higher expectations for its future [4] - Xuelong Group aims to enhance its core business capabilities and innovation, leveraging this recognition to deepen collaboration within the industry and seize opportunities for industrial transformation [4]

Core Viewpoint - Xuelong Group (603949) has seen a significant stock price increase of 14.51%, closing at 21.46 yuan as of January 16, 2026, compared to 18.74 yuan the previous week [1] Company Performance - The highest intraday price for Xuelong Group on January 16 was 21.84 yuan, while the lowest intraday price on January 12 was 18.66 yuan [1] - The current total market capitalization of Xuelong Group is 4.522 billion yuan, ranking 176 out of 237 in the automotive parts sector and 3775 out of 5183 in the A-share market [1] Company Announcements - Xuelong Group has completed the registration change with a new registered capital of 210,736,706 yuan [1] - On August 18, 2025, the company held the 21st meeting of the fourth board of directors, where the proposal for capital change and amendments to the company’s articles of association was approved [1] - On January 15, 2026, the company completed the registration change procedures and obtained a new business license from the Ningbo Market Supervision Administration [1]

Group 1 - The company, Xuelong Group, announced that it will hold the 21st meeting of the 4th Board of Directors on August 18, 2025, to review the proposal for changing registered capital and amending the Articles of Association [2] - On January 15, 2026, the company completed the business registration procedures for the aforementioned matters and obtained a new business license issued by the Ningbo Market Supervision Administration [2]

2026年1月15日，公司完成了上述事项的工商变更登记手续，并取得了宁波 市市场监督管理局换发的《营业执照》，相关登记信息如下： 证券代码：603949 证券简称：雪龙集团 公告编号：2026-002 雪龙集团股份有限公司 关于完成工商变更登记并换发营业执照的公告 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。 雪龙集团股份有限公司（以下简称"公司"）于 2025 年 8 月 18 日召开第四届 董事会第二十一次会议，审议通过了《关于变更注册资本及修订〈公司章程〉的 议案》。具体内容详见 2025 年 8 月 19 日于上海证券交易所网站（www.sse.com.cn） 及指定媒体披露的《雪龙集团股份有限公司关于变更注册资本并修订〈公司章程〉 的公告》（公告编号：2025-048）。 特此公告。 统一社会信用代码：91330200734267003C 名称：雪龙集团股份有限公司 注册资本：贰亿壹仟零柒拾叁万陆仟柒佰零陆人民币元 类型：股份有限公司（港澳台投资、上市） 成立日期：2002年02月04日 法定代表人：贺财霖 住所： ...

Group 1 - A total of 5 listed companies had their restricted shares unlocked on January 9, with a total market value of approximately 93.12 million yuan [1] - The specific details of the unlocked shares include: - Tongfeng Electronics (Stock Code: 600237) with 2.9545 million shares unlocked under equity incentive restrictions [1] - Longi Machinery (Stock Code: 002363) with 918,000 shares unlocked under equity incentive restrictions [1] - Chuan Yi Co., Ltd. (Stock Code: 603100) with 1.287 million shares unlocked under equity incentive restrictions [1] - Xuelong Group (Stock Code: 603949) with 489,500 shares unlocked under equity incentive restrictions [1] - Xinya Electronics (Stock Code: 605277) with 1.4083 million shares unlocked under equity incentive restrictions [1]

Core Viewpoint - The company is repurchasing and canceling a total of 399,974 restricted stocks due to the retirement of one incentive object and the failure to meet performance assessment targets for the year 2024 [1][3][5] Group 1: Reasons for Repurchase and Cancellation - The repurchase of 1,400 shares is due to one incentive object retiring and no longer qualifying for the incentive program [2] - A total of 366,540 shares will be repurchased from 34 incentive objects because the company's performance did not meet the required targets for the year 2024 [3][4] - Additionally, 32,034 shares will be repurchased from 3 reserved incentive objects, leading to a total of 399,974 shares being canceled [3][4] Group 2: Decision and Disclosure Process - The decision for the repurchase and cancellation was approved in a board meeting held on August 18, 2025, and does not require further shareholder approval [1][5] - The company has fulfilled the necessary legal procedures for notifying creditors regarding the repurchase [2] Group 3: Stock Structure Changes - After the cancellation of the restricted stocks, the remaining stocks under the incentive plan will total 531,432 shares [5] Group 4: Legal Compliance and Commitments - The company assures that the decision-making process and information disclosure comply with relevant laws and regulations, and there are no violations of the rights of incentive objects or creditors [6][8] - A legal opinion confirms that the company has obtained the necessary approvals for the repurchase and cancellation [7][8]

Core Viewpoint - The company Snow Dragon Group is implementing a buyback and cancellation of a total of 399,974 restricted stocks due to the retirement of one incentive object and the failure to meet performance assessment criteria for the year 2024 [2][5][9]. Group 1: Reasons for Buyback and Cancellation - The buyback and cancellation of restricted stocks are due to one incentive object retiring and no longer qualifying, resulting in the cancellation of 1,400 shares [2][5]. - Additionally, 34 incentive objects had their stocks canceled due to the company's failure to meet performance assessment targets, leading to the cancellation of 366,540 shares, along with 32,034 shares from three reserved incentive objects [2][6][8]. Group 2: Decision and Disclosure Process - The decision for the buyback and cancellation was approved in a board meeting held on August 18, 2025, and was authorized by the second extraordinary general meeting of 2022, thus not requiring further shareholder approval [3][11]. - Legal opinions were provided by Guohao Law Firm, confirming compliance with relevant laws and regulations [11][12]. Group 3: Buyback and Cancellation Details - The buyback involves 38 individuals, including middle and grassroots management, with a total of 399,974 shares to be canceled, leaving 531,432 shares still under restriction after the buyback [9][10]. - The company has opened a special securities account for the buyback and submitted the application for cancellation, expected to be completed by January 13, 2026 [9][10]. Group 4: Company Commitments - The company assures that the decision-making process and information disclosure comply with legal and regulatory requirements, and there are no violations of the rights of incentive objects or creditors [11][12].

Core Viewpoint - Xuelong Group announced the repurchase and cancellation of a total of 399,974 restricted stocks due to the retirement of one incentive object and the failure to meet performance assessment standards for 2024 [2] Group 1: Stock Repurchase and Cancellation - The company will repurchase and cancel 1,400 restricted stocks from one incentive object who has retired and no longer meets the criteria [2] - Due to the failure to meet the performance assessment for 2024, the company will also cancel 366,540 restricted stocks from 34 incentive objects and 32,034 restricted stocks from 3 reserved incentive objects [2] - The total number of restricted stocks to be repurchased and canceled is 399,974, with the cancellation date set for January 13, 2026 [2]