自本公告披露之日起 15 个交易日后的 3 个月内，通怡芙蓉 16 号拟通过大宗 交易方式减持所持有的公司无限售条件流通股不超过 16,820,000 股，占公司总股 本的比例为 1.96%；通过集中竞价方式减持所持有的公司无限售条件流通股不超 过 8,410,000 股，占公司总股本的比例为 0.98%，减持价格均将按照减持实施时 的市场价格确定。减持期间公司若实施送股、资本公积转增股本、配股等能够导 致公司总股本发生变动的事项，上述计划减持股份数量及比例将相应进行调整。 | 股东名称 | 上海通怡投资管理有限公司—通怡芙蓉 | | 16 | 号私募证券投资基 | | --- | --- | --- | --- | --- | | | 金 | | | | | 股东身份 | 控股股东、实控人及一致行动人 | | √是 | □否 | | | 直接持股 | 5%以上股东 | □是 | □否 | 证券代码：603969 证券简称：银龙股份 公告编号：2025-059 天津银龙预应力材料股份有限公司 控股股东、实际控制人之一致行动人减持股份计划公 告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 ...

格隆汇10月16日丨银龙股份(603969.SH)公布，自本公告披露之日起15个交易日后的3个月内，通怡芙蓉 16号拟通过大宗交易方式减持所持有的公司无限售条件流通股不超过1682万股，占公司总股本的比例为 1.96%；通过集中竞价方式减持所持有的公司无限售条件流通股不超过841万股，占公司总股本的比例 为0.98%，减持价格均将按照减持实施时的市场价格确定。 ...

格隆汇10月16日丨银龙股份(603969.SH)公布，自本公告披露之日起15个交易日后的3个月内，通怡芙蓉 16号拟通过大宗交易方式减持所持有的公司无限售条件流通股不超过1682万股，占公司总股本的比例为 1.96%；通过集中竞价方式减持所持有的公司无限售条件流通股不超过841万股，占公司总股本的比例 为0.98%，减持价格均将按照减持实施时的市场价格确定。 ...

银龙股份公告，控股股东、实际控制人谢志峰之一致行动人上海通怡投资管理有限公司—通怡芙蓉16号 私募证券投资基金拟减持不超1.96%公司股份。 ...

Core Viewpoint - Silver Dragon Co., Ltd. has experienced a significant stock price increase of 56.14% year-to-date, despite a recent decline of 4.22% over the past five trading days [2] Group 1: Stock Performance - As of October 16, the stock price of Silver Dragon Co., Ltd. was 10.43 CNY per share, with a market capitalization of 8.942 billion CNY [1] - The stock has seen a 12.39% increase over the past 20 days and a 38.70% increase over the past 60 days [2] - The trading volume on October 16 was 1.03 billion CNY, with a turnover rate of 1.16% [1] Group 2: Financial Performance - For the first half of 2025, Silver Dragon Co., Ltd. reported a revenue of 1.473 billion CNY, representing a year-on-year growth of 8.85% [2] - The net profit attributable to shareholders for the same period was 172 million CNY, showing a substantial year-on-year increase of 70.98% [2] Group 3: Business Overview - Silver Dragon Co., Ltd. specializes in the research, production, and sales of prestressed concrete steel materials, track slabs, and related equipment [2] - The company's revenue composition includes: 43.28% from steel wires, 34.93% from steel strands, 14.45% from sales of concrete products for rail transit, and 5.56% from other sources [2] - The company is categorized under the machinery and equipment industry, specifically in general equipment and metal products [2] Group 4: Shareholder Information - As of June 30, the number of shareholders for Silver Dragon Co., Ltd. was 29,500, a decrease of 5.39% from the previous period [2] - The average number of circulating shares per shareholder increased by 5.74% to 28,535 shares [2] Group 5: Dividend Information - Since its A-share listing, Silver Dragon Co., Ltd. has distributed a total of 612 million CNY in dividends, with 179 million CNY distributed over the past three years [3]

Summary of Silver Dragon Co., Ltd. Conference Call Company Overview - **Company**: Silver Dragon Co., Ltd. - **Industry**: High-strength steel products and equipment for infrastructure projects Key Points High-Margin Products - Silver Dragon's high-margin products are concentrated in two main sectors: - **2100 MPa Large Cherokee Steel**: Global market share of 40%, gross margin of 30%-35% [2][5] - **2200-2400 MPa Ultra-High Pressure Pipeline**: Market share of 60%, gross margin of 30%-35% [2][5] - **3G Track Slab Ultra-High Strength Steel Wire**: Market share of 40%-50%, gross margin of 40%-50% [2][5] - **CRTS Level 3 Track Slab**: Market share of 40%, gross margin of 35% [2][5] - **Track Slab and Sleeper Production Equipment**: Gross margin of 40%-50% [2][5] - Expected sales volume for these products to double by 2025 [2][5] Financial Performance - Significant growth in recent quarters, with a projected year-on-year increase of over 70% in the first half of 2025 [3] - Anticipated net profit of at least 3.5 billion yuan for 2025, with projections of 6 billion yuan in 2026 and 8 billion yuan in 2027 [4][17][18] Market Expansion and Projects - Successful entry into the Russian market, contributing approximately 300 million yuan in net profit from the Moscow to St. Petersburg project [2][6] - Participation in major projects such as the Yalong River Hydropower Station and the Qinghai-Tibet Railway, with expected demand for 8-10 million tons of capacity products [2][7] - Plans to expand into the European market through the acquisition of a European railway consulting company [2][6] Strategic Focus Areas - Focus on the bridge replacement market and robotics construction market, aiming to develop a full range of refined steel wire products [4][12] - Targeting a market size of over 100 billion yuan in new applications, with a goal of generating at least 100 million yuan in net profit by 2028 [4][14] Competitive Advantages - High-margin products benefit from national infrastructure policies and increasing market penetration [9][10] - Strong competitive positioning in high-margin product sectors with limited competition from other listed companies [10][15] - Continuous improvement in product capabilities to enhance overall gross margin and performance [8][10] Future Outlook - The company expects to maintain a compound annual growth rate of at least 30% over the next 3 to 5 years [4][17] - Anticipated contributions from international markets, including the Central Asia Railway and Russian projects, expected to generate significant profits starting in 2026 [17][18] - The Russian high-speed rail network is projected to provide a market space of at least 1.8 billion yuan in net profit based on current project contributions [16]

Group 1 - The core point of the news is that Yinlong Co., Ltd. has seen a stock price increase of 5.08%, reaching 10.76 CNY per share, with a total market capitalization of 9.225 billion CNY as of September 30 [1] - Yinlong Co., Ltd. specializes in the research, production, and sales of prestressed concrete steel materials, with its main revenue sources being steel wire (43.28%), steel strand (34.93%), and concrete products for rail transit (14.45%) [1] - The company was established on March 17, 1998, and went public on February 27, 2015 [1] Group 2 - Guolian Fund has a significant holding in Yinlong Co., Ltd., with its Guolian Steel A fund (168203) owning 735,800 shares, representing 3.32% of the fund's net value [2] - The Guolian Steel A fund has achieved a year-to-date return of 19.27% and a one-year return of 26.96%, ranking 2873 out of 4220 and 2475 out of 3846 in its category, respectively [2] - The fund's current size is 156 million CNY, and it has reported a floating profit of approximately 382,600 CNY from its investment in Yinlong Co., Ltd. [2] Group 3 - The fund managers of Guolian Steel A are Chen Xinyu and Du Chao, with Chen having a tenure of 6 years and 63 days and Du having a tenure of 1 year and 347 days [3] - Chen's fund has a total asset size of 1.216 billion CNY, with the best return during his tenure being 63.94% and the worst being -19.21% [3] - Du's fund has a total asset size of 2.467 billion CNY, with the best return during his tenure being 58.1% and the worst being -14.54% [3]

Core Points - The company has postponed the second extraordinary general meeting of shareholders originally scheduled for October 9, 2025, to November 25, 2025, at 15:00 [2] - The postponement is in accordance with relevant laws and regulations, including the Rules for General Meetings of Listed Companies and the Articles of Association of Tianjin Yinlong Prestressed Materials Co., Ltd. [2] Meeting Details - The new date and time for the postponed meeting is November 25, 2025, at 15:00 [2] - The original equity registration date remains unchanged [2] - Online voting will be available on the same day, with specific time slots for trading system and internet voting [2] Other Matters - No additional matters were reported [3]

证券代码：603969 证券简称：银龙股份 公告编号：2025-058 天津银龙预应力材料股份有限公司 关于2025年第二次临时股东会的延期公告 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。 2025年第二次临时股东会 | 股份类别 | 股票代码 | 股票简称 | 股权登记日 | | --- | --- | --- | --- | | Ａ股 | 603969 | 银龙股份 | 2025/9/25 | 二、 股东会延期原因 因统筹相关工作安排，经天津银龙预应力材料股份有限公司（以下简称"公 司"）审慎研究，决定将 2025 年第二次临时股东会延期至 2025 年 11 月 25 日 15 点召开，原股权登记日不变。 本次临时股东会的延期符合《上市公司股东会规则》和《上海证券交易所股 票上市规则》等相关法律法规和《天津银龙预应力材料股份有限公司章程》的规 定。 三、 延期后股东会的有关情况 1. 延期后的现场会议日期、时间 重要内容提示： 会议延期后的召开时间：2025 年 11 月 25 日 一、 原股东会有关情况 1. 原股 ...

Core Viewpoint - The company, Tianjin Yinlong Prestressed Materials Co., Ltd., held a half-year performance briefing on September 25, 2025, to discuss its financial outlook and ongoing projects, indicating a positive business outlook supported by a robust order backlog and active participation in major infrastructure projects [1][2]. Group 1: Performance Outlook - The company has a positive outlook for 2025 and 2026, with a full order book and production capacity aligned with current demand [1][2]. - Key ongoing projects include water supply engineering in Xinjiang, bridge cable applications in major bridges, and participation in several high-speed rail construction projects [1][2]. Group 2: Order Volume and Market Strategy - The company is experiencing a historically high order volume, driven by active engagement in national infrastructure investment policies and collaboration with major construction enterprises [2][3]. - Strategies to boost order growth include deepening partnerships in traditional infrastructure sectors and increasing R&D investments to enhance product value [2][3]. Group 3: Revenue and Profit Growth - In the first half of 2025, the company achieved a revenue of 1.473 billion yuan, an increase of 8.85%, and a net profit of 172 million yuan, up 70.98%, marking a historical high for profit [6][7]. - The growth in profit is attributed to a solid core business in prestressed materials, successful market expansion, and the introduction of high-performance products [6][7]. Group 4: Business Segments and Innovations - The rail transportation concrete products segment has seen significant performance improvements, contributing to revenue through participation in key high-speed rail projects [7]. - The company is also advancing its renewable energy initiatives, focusing on wind power and solar energy applications, which have led to increased sales in these sectors [7][8].