证券代码：603949 证券简称：雪龙集团 公告编号：2025- 054 雪龙集团股份有限公司 关于股东权益变动触及 1%刻度的提示性公告 实际控制人贺财霖及其一致行动人贺频艳、贺群艳、香港绿源控股有限公司、宁 波维尔赛投资控股有限公司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。 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其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | 其他_参照一致行动人__（请注明） | | 宁波维尔赛 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 投资控股有 | 3147.1440 | 14.91% | 3147.1440 | 14.91% | / | / | | 限公司 | | | | | | | | 合计 | 14779.5676 | 70.00% ...

| 股东名称 | 维尔赛控股 | | --- | --- | | 本次解除质押股份 | 13,000,000 | | 占其所持股份比例 | 41.31% | | 占公司总股本比例 | 6.16% | | 解除质押时间 | 2025 年 9 月 2 日 | | 持股数量 | 31,471,440 | | 持股比例 | 14.91% | | 剩余被质押股份数量 | 0 | | 剩余被质押股份数量占其所持股份比例 | 0 | | 剩余被质押股份数量占公司总股本比例 | 0 | 一、本次股份解除质押及质押续期的情况 经与维尔赛控股确认，本次解除质押后的股份暂无用于后续质押的计划。后 续如有质押计划，将根据实际情况及时告知公司，公司将根据相关法律法规要求 及时履行信息披露义务。 二、股东累计质押股份情况 证券代码：603949 证券简称：雪龙集团 公告编号：2025-055 雪龙集团股份有限公司 关于股东股份解除质押的公告 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。 重要内容提示： 截至本公告披露日，雪龙集团股份有限公司（以下简称" ...

格隆汇9月2日丨雪龙集团(603949.SH)公布，公司收到实际控制人贺财霖先生出具的《股份减持情况告 知函》，获悉其于2025年8月13日至9月1日通过集中竞价、大宗交易方式减持公司股份235.59万股，占 公司当前总股本的1.12%。本次权益变动后，贺财霖先生及其一致行动人贺频艳女士、贺群艳女士、香 港绿源控股有限公司、宁波维尔赛投资控股有限公司合计持有公司股份数量由14779.5676万股减少至 14543.9776万股,合计持股比例由70.00%减少至68.88%，权益变动触及1%刻度。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月1日，雪龙集团收涨4.79%，收盘价为19.69元，发生11笔大宗交易，合计成交量163.1万股，成交金 额2758.02万元。 第1笔成交价格为16.91元，成交17.00万股，成交金额287.47万元，溢价率为-14.12%，买方营业部为广 发证券股份有限公司佛山灯湖东路证券营业部，卖方营业部为光大证券股份有限公司宁波北仑新碶证券 营业部。 第2笔成交价格为16.91元，成交23.70万股，成交金额400.77万元，溢价率为-14.12%，买方营业部为国 海证券股份有限公司机构席位，卖方营业部为光大证券股份有限公司宁波北仑新碶证券营业部。 第3笔成交价格为16.91元，成交12.00万股，成交金额202.92万元，溢价率为-14.12%，买方营业部为国 泰海通证券股份有限公司总部，卖方营业部为光大证券股份有限公司宁波北仑新碶证券营业部。 第4笔成交价格为16.91元，成交17.00万股，成交金额287.47万元，溢价率为-14.12%，买方营业部为华 泰证券股份有限公司南京大光路证券营业部，卖方营业部为光大证券股份有限公司宁波北 ...

| 交易日期 | 任務國除 | 证券代码 | 成交价(元) | | 成交金额(万元) 成交量[×] 买入管业部 | | 英出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-01 | 雷龙集团 | 603949 | 16.91 | 202.92 | 12 | 因素海通过劳股份 有限公司总部 | 光大证券股份有限 公司宁波北仑新疆 | ਨੂੰ | | | | | | | | | 证券营业部 | | | 2025-09-01 | 雷龙集团 | 603949 | 16.91 | 201.23 | 11.9 | 中信建投证券股份 中信建投证券股份 有限公司北京型京 | 光大证券股份有限 公司宁波北仑新疆 | KA | | | | | | | | 旺碰易不错 | 证券営业部 | | | 2025-09-01 | 雷龙集团 | 603949 | 1000 16.91 | 1. 1. 2. 2. 2. 2. 201.23 | 11.9 | 机构专用 | 光大证券股份有限 | ਨੂੰ | | | | | | | | ...

Core Viewpoint - Xuelong Group's half-year report for 2025 shows significant growth in revenue and net profit, reflecting the company's enhanced profitability and strategic focus on energy-saving and intelligent cooling systems for commercial vehicles [1][4]. Financial Performance - The company achieved operating revenue of 212 million yuan, a year-on-year increase of 9.95% [1] - Net profit attributable to shareholders reached 41.27 million yuan, up 26.00% year-on-year [1] - Net profit excluding non-recurring items was 34.03 million yuan, a substantial increase of 47.36% year-on-year [1] Business Strategy - Xuelong Group focuses on providing efficient cooling system solutions for commercial vehicles, emphasizing energy-saving, emission reduction, and intelligence [1][3] - The company has optimized its product structure and implemented cost-reduction measures to capitalize on industry recovery opportunities [1][4] Market Position - The company is a leading player in the commercial vehicle cooling system and lightweight components market, benefiting from a recovery in the domestic commercial vehicle market, particularly in the heavy truck sector [4] - Sales of the core product, energy-saving and noise-reducing electric control silicone oil clutch fan assembly, grew by 32% year-on-year, surpassing the industry average [4] Profitability Improvement - Xuelong Group has improved its gross margin and overall profitability through lean production management, optimized procurement channels, and enhanced production automation [5] - The shift towards high-margin products has contributed to the company's transition from revenue growth to high-quality profitability [5] Future Growth Initiatives - The company is actively investing in new technologies and products in line with the long-term trends of electrification and intelligence in the industry [6] - Xuelong Group has developed a low-voltage electric fan assembly that meets international standards and has received certification from major clients, targeting applications in new energy vehicles [6] Infrastructure Development - To meet growing market demand, Xuelong Group is advancing the construction of a new production base focused on innovative R&D and smart manufacturing for key components of new energy commercial vehicles [7] - The new facility aims to enhance production capacity and improve response times to orders, while also establishing a high-level R&D center to foster collaboration between industry and academia [7]

Financial Performance - The company reported a total revenue of 212 million yuan for the first half of 2025, representing a year-on-year increase of 9.95% [1] - The net profit attributable to shareholders reached 41.27 million yuan, up 26.0% year-on-year [1] - In Q2, the total revenue was 108 million yuan, showing an 18.03% increase compared to the same quarter last year [1] - The net profit for Q2 was 23.50 million yuan, reflecting a significant year-on-year growth of 69.74% [1] Profitability Metrics - The gross margin stood at 34.56%, an increase of 1.14% year-on-year [1] - The net profit margin was reported at 19.49%, which is a 14.6% increase year-on-year [1] - The total of selling, administrative, and financial expenses was 22.26 million yuan, accounting for 10.51% of revenue, a decrease of 11.92% year-on-year [1] Shareholder Metrics - Earnings per share (EPS) increased by 25.0% to 0.20 yuan [1] - The net asset value per share was reported at 4.92 yuan, up 4.72% year-on-year [1] - Operating cash flow per share was 0.12 yuan, down 8.63% year-on-year [1] Accounts Receivable - The company's accounts receivable is notably high, with accounts receivable to net profit ratio reaching 232.57% [1][2] - This indicates a potential concern regarding the collection of receivables and cash flow management [2] Historical Performance - The company's return on invested capital (ROIC) for the previous year was 5.8%, which is considered average [2] - The historical median ROIC since the company went public is 18.12%, indicating good investment returns [2] - The lowest recorded ROIC was 3.98% in 2022, highlighting variability in performance [2]

Core Viewpoint - Xuelong Group reported a robust growth in its operating performance for the first half of 2025, with significant increases in revenue and profit metrics, indicating a strong recovery in the commercial vehicle market and effective strategic initiatives [1][2]. Group 1: Financial Performance - The company achieved an operating revenue of 212 million yuan, representing a year-on-year growth of 9.95% [1] - The net profit attributable to shareholders reached 41.27 million yuan, up 26% year-on-year [1] - The net profit after deducting non-recurring items was 34.03 million yuan, reflecting a substantial increase of 47.36% [1] Group 2: Market Environment - The domestic commercial vehicle market showed signs of recovery in the first half of 2025, with production and sales reaching 2.099 million and 2.121 million units, respectively, marking year-on-year increases of 4.67% and 2.58% [2] - Heavy-duty trucks, a key segment, saw production and sales growth of 10.07% and 6.88%, respectively [2] - Sales of new energy commercial vehicles reached 360,000 units, a remarkable year-on-year growth of 57%, with a penetration rate of 24% [2] Group 3: Product Development and Strategy - The sales of the core product, energy-saving and noise-reducing electric control silicone oil clutch fan assembly system, increased by 32% year-on-year, significantly outperforming the industry average [2] - The company is actively developing high-value new products, with a high-pressure, high-power electric fan assembly nearing completion of its design phase [3] - A new production base is being established to support the industrialization of new technologies and products, aimed at overcoming existing capacity bottlenecks and enhancing R&D capabilities [3]

Core Viewpoint - Xuelong Group reported significant growth in its operating performance for the first half of 2025, driven by the recovery of the commercial vehicle industry and accelerated transition to new energy, with key indicators such as revenue and net profit showing substantial year-on-year increases [1][2]. Financial Performance - In the first half of 2025, Xuelong Group achieved operating revenue of 212 million yuan, a year-on-year increase of 9.95% [1] - The total profit reached 46.68 million yuan, up 23.73% year-on-year [1] - The net profit attributable to shareholders was 41.28 million yuan, reflecting a 26.00% increase year-on-year [1] - The non-recurring net profit was 34.03 million yuan, showing a significant growth of 47.36% year-on-year [1] Business Operations - Xuelong Group, recognized as a national manufacturing champion and a "little giant" enterprise, has a strong competitive edge in the commercial vehicle thermal management system sector [2] - The domestic commercial vehicle market, particularly the heavy truck sector, saw a recovery with production and sales increasing by 10.07% and 6.88% respectively from January to June [2] - Sales of new energy commercial vehicles reached 360,000 units, marking a 57% year-on-year increase, with a penetration rate rising to 24% [2] - The company's main product, the energy-saving and noise-reducing electric control silicone oil clutch fan assembly system, experienced a 32% year-on-year sales growth, significantly surpassing the industry average [2] New Energy Business Development - The company is proactively advancing its new energy business, with self-developed low-voltage electric fan assembly products now capable of mass production and having received major customer certifications [3] - The value of components for new energy electric heavy trucks is 2-4 times higher than that of traditional fuel heavy trucks, indicating a substantial growth opportunity [3] - The company is also developing high-pressure high-power electric fan assembly products, which are in the design phase and undergoing testing with major manufacturers [3] - The "Key Components Innovation R&D Center for New Energy Commercial Vehicles and Smart Digital Factory Project" is progressing as planned, aimed at overcoming current capacity bottlenecks and enhancing R&D and smart manufacturing capabilities [3] Future Outlook - Xuelong Group plans to accelerate market expansion for new energy products and deepen lean management practices to maintain its leading position in the industry [4] - Market analysis suggests that with the ongoing recovery of the commercial vehicle industry and increased penetration of new energy, the company is well-positioned to further expand its market share and achieve sustained performance growth [4]

Group 1 - The core viewpoint of the news is that Xuelong Group reported a revenue increase of 9.95% year-on-year for the first half of 2025, with a net profit growth of 26.00% [1] - The company's operating income for the first half of 2025 was 212 million yuan, and the net profit attributable to shareholders was 41.27 million yuan [1] - The basic earnings per share for the reporting period was 0.20 yuan, with a weighted average return on equity of 4.00% [1] Group 2 - The gross profit margin for the first half of 2025 was 34.56%, a decrease of 4.33 percentage points year-on-year, while the net profit margin increased by 2.48 percentage points to 19.49% [1] - In Q2 2025, the gross profit margin improved to 35.21%, up 2.64 percentage points year-on-year and 1.33 percentage points quarter-on-quarter, with a net profit margin of 21.70%, an increase of 6.61 percentage points year-on-year [1] - The company's period expenses for the first half of 2025 were 31.24 million yuan, a decrease of 12.63 million yuan compared to the same period last year, with a period expense ratio of 14.75% [2] Group 3 - The shareholder concentration improved, with the total number of shareholders decreasing to 18,300, a decline of 46.70% from the previous quarter [2] - The average market value per shareholder increased by 22.73% from 177,400 yuan to 217,800 yuan [2] - Xuelong Group's main business includes the research, production, and sales of internal combustion engine cooling system products and lightweight plastic products for automobiles, with the main revenue sources being clutch fan assemblies (62.21%) and fan assemblies (22.10%) [2]