天津银龙预应力材料股份有限公司 关于控股股东、实际控制人之一致行动人权益变动触 及 1%刻度暨减持股份结果公告 证券代码：603969 证券简称：银龙股份 公告编号：2025-074 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及其一致行 动人谢志峰、谢志钦、谢昭庭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。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 控股股东、实际控制人及其一致行动人持股的基本情况 本次减持计划实施前，天津银龙预应力材料股份有限公司（以下简称 "公 司"）控股股东、实际控制人谢志峰先生持有公司股份数量为 184,550,986 股， 占公司总股本比例为 21.53%，谢志峰先生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（以下简称"通怡芙蓉 16 号"）持有公 司股份数量为 16,820,000 股，占公司总股本比例为 1.96%。 减持计划的实施结果情况 公司于 2025 年 10 月 17 日披露《控股股东、实际控制人之一致行动人减持 股份计划公告》（公告编号：202 ...

Summary of Key Points Core Viewpoint - Yinlong Co., Ltd. (603969.SH) announced the completion of a share reduction plan by its shareholder Tongyi Furong No. 16, which involved a total reduction of 16.82 million shares, accounting for 1.96% of the company's total share capital [1]. Group 1 - The shareholder Tongyi Furong No. 16 reduced its holdings through two methods: 5.82 million shares via centralized bidding and 11 million shares through block trading [1]. - The reduction period spanned from November 11, 2025, to November 28, 2025, indicating a strategic timing for the share reduction [1]. - The total shares reduced represent a significant portion of the company's equity, which may impact market perception and stock performance [1].

Core Viewpoint - Silver Dragon Co., Ltd. has shown a significant stock price increase of 5.04%, reaching 9.79 CNY per share, with a total market capitalization of 8.393 billion CNY as of November 28 [1] Group 1: Company Overview - Silver Dragon Co., Ltd. is located in the Beichen District of Tianjin and was established on March 17, 1998, with its listing date on February 27, 2015 [1] - The company specializes in the research, production, and sales of prestressed concrete steel materials, track slabs, and related equipment [1] - The revenue composition of the company includes: 43.28% from steel wires, 34.93% from steel strands, 14.45% from sales and services of concrete products for rail transit, 5.56% from other sources, 1.41% from steel plates, and 0.37% from steel bars [1] Group 2: Fund Holdings - The Hive Fund has a significant holding in Silver Dragon Co., Ltd., with its advanced manufacturing mixed fund (019006) holding 43,000 shares, accounting for 2.6% of the fund's net value, making it the third-largest holding [2] - The fund has achieved a year-to-date return of 27.7%, ranking 2656 out of 8127 in its category, and a one-year return of 29.43%, ranking 2310 out of 8059 [2] Group 3: Fund Manager Performance - The fund manager, Wu Qiong, has a tenure of 2 years and 106 days, with a total fund asset size of 17.7827 million CNY and a best return of 22.76% during his tenure [3] - Co-manager Sun Ke has a tenure of 324 days, with the same fund asset size, achieving a best return of 30.21% during his management period [3]

Core Viewpoint - The company held a performance briefing for Q3 2025 to address investor concerns and discuss future strategies, including potential overseas expansion and capital operations [1][3]. Group 1: Company Operations and Strategy - The company has established a network of six production bases in China, focusing on proximity to markets and raw material sources, with plans for further expansion in key regions through joint ventures and wholly-owned subsidiaries [1][2]. - The company aims to enhance its internal value through continuous technological upgrades and capacity expansion in the prestressed materials and concrete products sectors, supported by two employee stock incentive plans implemented in 2023 and 2025 [3][5]. - The company is exploring opportunities in the renewable energy sector, particularly in wind power, by developing high-strength, corrosion-resistant products and establishing strategic partnerships with leading firms [5][6]. Group 2: Financial Performance and Growth Drivers - The company reported significant growth in Q3 2025, driven by increased sales in prestressed materials and concrete products, supported by ongoing national infrastructure projects [9][10]. - The company has optimized its product structure by focusing on high-performance products, which has led to improved market share and profitability [9][10]. - The company is actively expanding its presence in overseas markets, exporting products to over 90 countries and providing comprehensive solutions for international railway projects [8][10]. Group 3: Cost Management and Profitability - The company has implemented measures to optimize cost structures and enhance gross margins, including product structure optimization, production efficiency improvements, and strict expense controls [6][10]. - The company is committed to maintaining a healthy financial position, with stable cash flow and low debt levels, enabling it to pursue various refinancing options as needed [5][6]. Group 4: Market Expansion Plans - The company plans to deepen its market penetration in traditional infrastructure sectors while also exploring new applications in renewable energy [7][9]. - The company is focusing on expanding its market share in high-speed rail and urban transit projects, particularly in key regions such as North and South China [7][8].

证券代码：603969 证券简称：银龙股份 公告编号：2025-073 天津银龙预应力材料股份有限公司（以下简称"公司"）于 2025 年 11 月 26 日（星期三）下午 15:00-16:00 在上海证券交易所上证路演中心以网络互动方式召开 2025 年第三季度业绩说明会，就投资者关心的问题进行沟通与交流。关于本次业绩 说明会的召开事项，公司已于 2025 年 10 月 29 日在《上海证券报》《中国证券报》 及上海证券交易所网站（www.sse.com.cn）披露了《关于召开 2025 年第三季度业绩 说明会的公告》（公告编号：2025-064）。现将有关情况公告如下： 一、本次业绩说明会召开情况 （一）会议召开时间：2025 年 11 月 26 日（星期三）下午 15:00-16:00 （二）会议召开地点：上证路演中心（https://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络互动 （四）参会人员：董事长兼总经理谢志峰先生、财务总监钟志超先生、独立董 事李真女士、董事会秘书谢昭庭女士 天津银龙预应力材料股份有限公司 关于 2025 年第三季度业绩说明会召开情况的 ...

Group 1 - The company, Yinlong Co., Ltd. (SH 603969), announced that as of now, it has provided a total guarantee of 500 million yuan to its subsidiaries, accounting for 20.24% of the latest audited net assets [1] - Among the guarantees, 300 million yuan was provided to subsidiaries with a debt-to-asset ratio above 70%, representing 12.13% of the latest audited net assets, while 200 million yuan was provided to subsidiaries with a debt-to-asset ratio below 70%, accounting for 8.1% of the latest audited net assets [1] - As of the report date, the market capitalization of Yinlong Co., Ltd. is 7.7 billion yuan [1] Group 2 - For the first half of 2025, the revenue composition of Yinlong Co., Ltd. is as follows: steel wire accounts for 43.28%, steel strand accounts for 34.93%, concrete products for rail transit and related services account for 14.45%, other businesses account for 5.56%, and rail sales account for 1.41% [1]

证券日报网讯 11月24日晚间，银龙股份发布公告称，公司于2025年11月24日与宁夏银行股份有限公司 天津北辰支行（简称"宁夏银行"）签署《保证合同》，为天津银龙集团科贸有限公司向宁夏银行融资提 供连带责任保证，本次担保的金额为人民币1，000万元，本次担保无反担保。 （文章来源：证券日报） ...

证券代码：603969 证券简称：银龙股份 公告编号：2025-072 天津银龙预应力材料股份有限公司 关于为全资子公司提供担保的公告 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： 担保对象及基本情况 | | 被担保人名称 本次担保金额 | 1,000 万元 | 天津银龙集团科贸有限公司 | | --- | --- | --- | --- | | 担保对象 | 实际为其提供的担保余额 | 万元 24,050 | | | | 是否在前期预计额度内 | √是 □否 | □不适用：_________ | | | 本次担保是否有反担保 | □是 √否 | □不适用：_________ | 累计担保情况 公司于 2025 年 4 月 24 日召开的第五届董事会第十二次会议与 2025 年 5 月 15 日召开的 2024 年年度股东大会审议通过了《关于公司 2025 年对外担保预计 的议案》，同意为银龙科贸提供不超过 40,000 万元的融资担保，本次担保在上 述担保额度范围内。 二、被担保人基本情况 （一）基本情况 ...

Core Viewpoint - As of November 21, a total of 91 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Notable Financing Inflows - The stock with the longest consecutive net inflow is Yinlong Co., which has seen net buying for 11 consecutive trading days [1] - Other stocks with significant consecutive net inflows include Huadian International, Jiangsu Shentong, Tubao, Dadi Media, Gaohua Technology, Aide Biology, Aerospace Changfeng, and Shanghai Pharmaceuticals [1]

Core Viewpoint - Silver Dragon Co., Ltd. has shown a mixed performance in terms of stock trading and financial results, with significant growth in revenue and net profit, while also experiencing high levels of financing and margin trading activity [1][2][3]. Financing and Trading Activity - On November 20, Silver Dragon's stock price fell by 1.41%, with a trading volume of 87.07 million yuan. The financing buy-in amounted to 13.64 million yuan, while financing repayment was 12.05 million yuan, resulting in a net financing buy of 1.59 million yuan. The total financing and margin trading balance reached 464 million yuan [1]. - The financing balance of 464 million yuan represents 6.06% of the circulating market value, indicating a high level of financing activity, exceeding the 90th percentile of the past year [1]. - There were no short selling activities on November 20, with a short selling balance of 0, indicating a lack of bearish sentiment in the market [1]. Financial Performance - For the period from January to September 2025, Silver Dragon achieved a revenue of 2.443 billion yuan, reflecting a year-on-year growth of 10.93%. The net profit attributable to shareholders was 273 million yuan, marking a significant increase of 61.89% year-on-year [2]. - Cumulatively, since its A-share listing, Silver Dragon has distributed a total of 612 million yuan in dividends, with 179 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Silver Dragon was 27,300, a decrease of 7.63% from the previous period. The average number of circulating shares per shareholder increased by 8.26% to 30,892 shares [2]. - Notable new institutional shareholders include Guangfa Value Core Mixed A and Guangfa Small Cap Growth Mixed A, which rank as the fourth and eighth largest circulating shareholders, respectively [3].