证券代码：000955 证券简称：欣龙控股 公告编号：2025-045 欣龙控股（集团）股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证公告内容的真实、准确、完整，没有虚假记 载、误导性陈述或者重大遗漏。 （1）公司、实际控制人、控股股东不存在应披露而未披露的重 大事项或处于筹划阶段的重大事项； （2）在公司本次股票异常波动期间，实际控制人、控股股东未 买卖本公司股票。 三、不存在应披露而未披露信息的说明 公司董事会确认：公司目前没有任何根据深交所《股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、意向、 协议等；董事会也未获悉本公司有根据深交所《股票上市规则》等有 关规定应予以披露而未披露的、对本公司股票及其衍生品种交易价格 产生较大影响的信息；公司前期披露的信息不存在需要更正、补充之 处。 一、股票交易异常波动的情况介绍 欣龙控股（集团）股份有限公司（以下简称"公司"）股票（股 票简称：欣龙控股，股票代码：000955）于2025年11月14日、11月17 日、11月18日连续三个交易日收盘价涨幅偏离值累计超过20%，根据 《深圳证券交易所交易规则》的有关规定，属于股票 ...

Core Insights - The textile manufacturing sector saw a 0.7% increase on November 18, with Xinlong Holdings leading the gains [1] - The Shanghai Composite Index closed at 3939.81, down 0.81%, while the Shenzhen Component Index closed at 13080.49, down 0.92% [1] Stock Performance - Xinlong Holdings (000955) closed at 8.42, up 10.07% with a trading volume of 1.2535 million shares and a turnover of 255.6 million yuan [1] - Other notable performers included Lianfa Shares (002394) with a 4.15% increase, closing at 13.06, and Wanshili (301066) with a 3.16% increase, closing at 18.94 [1] - Conversely, Jinjie Zuo Xian (300819) experienced a decline of 3.70%, closing at 24.18, and Xin'ao Shares (603888) fell by 3.60%, closing at 8.03 [2] Capital Flow - The textile manufacturing sector experienced a net outflow of 1.018 billion yuan from institutional investors, while retail investors saw a net inflow of 774 million yuan [2] - The capital flow for key stocks showed that Xinlong Holdings had a net inflow of 75.34 million yuan from institutional investors, while it faced a net outflow of 46.04 million yuan from speculative funds [3] - Other stocks like Lianfa Shares and Nanshan Zhishang also showed varied capital flows, indicating mixed investor sentiment within the sector [3]

Core Viewpoint - The Hainan Free Trade Zone sector experienced significant fluctuations, with several stocks reaching their daily limit up, indicating strong investor interest and market activity [1] Group 1: Stock Performance - Hainan Haiyao and Haima Automobile both hit the daily limit up, showcasing robust performance in the market [1] - Kangzhi Pharmaceutical, Shennong Seed Industry, and Xinlong Holdings saw their stock prices increase by over 5%, reflecting positive market sentiment towards these companies [1]

Core Viewpoint - Xunlong Holdings experienced a 6.91% increase in stock price, reaching 7.89 CNY per share, with a trading volume of 1.21 billion CNY and a market capitalization of 4.248 billion CNY [1] Company Overview - Xunlong Holdings (Group) Co., Ltd. is located in Haikou City, Hainan Province, and was established on July 16, 1993, with its listing date on December 9, 1999 [1] - The company specializes in the production and sales of non-woven fabric products, including water-jet, hot-rolled, and melt-blown products, as well as phosphate series products [1] - The revenue composition of the main business includes: water-jet products 41.75%, trading and others 19.33%, melt-blown non-woven fabric 14.82%, pharmaceutical and medical 12.66%, non-woven deep processing products 10.76%, others (supplement) 0.66%, hot-rolled and clothing lining products 0.01% [1] Shareholder Information - Noan Fund's Noan Multi-Strategy Mixed A (320016) fund entered the top ten circulating shareholders of Xunlong Holdings in the third quarter, holding 3.323 million shares, which is 0.62% of the circulating shares [2] - The estimated floating profit for the fund today is approximately 1.6947 million CNY [2] Fund Performance - Noan Multi-Strategy Mixed A (320016) was established on August 9, 2011, with a latest scale of 1.855 billion CNY [2] - Year-to-date return is 77.77%, ranking 177 out of 8213 in its category; the one-year return is 76.76%, ranking 126 out of 8130; and since inception, the return is 243.1% [2] Fund Manager Information - The fund manager of Noan Multi-Strategy Mixed A is Kong Xianzheng, who has been in the position for 4 years and 357 days [3] - The total asset scale of the fund is 5.608 billion CNY, with the best fund return during the tenure being 93.84% and the worst being -16.74% [3] Fund Holdings - Noan Multi-Strategy Mixed A (320016) holds 3.323 million shares of Xunlong Holdings, accounting for 0.54% of the fund's net value, making it the second-largest holding [4] - The estimated floating profit for the fund from this holding is approximately 1.6947 million CNY [4]

Core Viewpoint - The Hainan sector experienced significant upward movement on November 17, with multiple companies showing strong performance, indicating a potential bullish trend in the region's market [1] Group 1: Company Performance - Xunlong Holdings reached the daily limit with a 10% increase [1] - Shennong Agricultural and Hainan Haiyao both rose over 6% [1] - Hainan Ruize also saw a rise exceeding 6% [1] Group 2: Market Trends - Hainan Mining and Haima Automobile also experienced gains, reflecting a broader positive trend in the Hainan sector [1]

Core Insights - The Free Trade Port concept has seen a rise of 1.59%, ranking third among concept sectors, with 30 stocks increasing in value, including Xunlong Holdings and Hainan Mining reaching their daily limit up [1][2] Group 1: Stock Performance - Xunlong Holdings, Hainan Mining, and Antong Holdings have shown significant gains, with increases of 9.99%, 9.97%, and 9.42% respectively [3][4] - The stocks with the largest declines include Kangqiang Electronics, China Duty Free Group, and Panda Dairy, with decreases of 9.96%, 2.47%, and 2.45% respectively [5] Group 2: Capital Flow - The Free Trade Port sector experienced a net outflow of 243 million yuan, with 19 stocks seeing net inflows, and 5 stocks receiving over 50 million yuan in net inflows [2][3] - Hainan Mining led the net inflow with 177 million yuan, followed by Antong Holdings and Xunlong Holdings with net inflows of 176 million yuan and 118 million yuan respectively [2][3] Group 3: Capital Inflow Ratios - Xunlong Holdings, Antong Holdings, and Hainan Mining had the highest net inflow ratios at 48.07%, 18.09%, and 12.90% respectively [3][4]

Core Insights - The Hainan Free Trade Zone concept has seen a significant increase of 4.63%, leading the sector in gains, with 25 stocks rising, including Kangzhi Pharmaceutical which hit a 20% limit up [1][2]. Group 1: Stock Performance - Kangzhi Pharmaceutical reached a 20% limit up, while Hainan Haiyao, Xinlong Holdings, and Hainan Mining also hit the upper limit [1]. - Hainan Development, Haima Automobile, and Hainan Gas Group showed notable increases of 8.91%, 8.96%, and 6.67% respectively [1]. - The stocks with the largest declines included Jinpan Technology and *ST Yedao, which fell by 2.26% and 0.59% respectively [1]. Group 2: Capital Inflow - The Hainan Free Trade Zone concept attracted a net inflow of 1.428 billion yuan, with 19 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow [2]. - Hainan Development led the net inflow with 468 million yuan, followed by Kangzhi Pharmaceutical, Hainan Haiyao, and Hainan Mining with net inflows of 258 million yuan, 256 million yuan, and 177 million yuan respectively [2]. Group 3: Capital Flow Ratios - Xinlong Holdings, Hainan Haiyao, and Kangzhi Pharmaceutical had the highest net inflow ratios at 48.07%, 39.26%, and 20.78% respectively [3]. - The trading volume and turnover rates for these stocks indicate strong investor interest, with Hainan Development showing a turnover rate of 22.06% [3].

Core Viewpoint - The private hospital sector has shown a positive performance with a 1.35% increase, ranking sixth among concept sectors, driven by significant gains in several stocks [1][2]. Group 1: Market Performance - As of November 14, the private hospital concept saw 42 stocks rise, with notable performers including Hainan Haiyao, Dazhongfang, and Renmin Tongtai, which hit the daily limit up [1]. - The top gainers in the sector included Hainan Haiyao with a 10.08% increase, Dazhongfang at 10.06%, and Xinlong Holdings at 9.99% [3]. - Conversely, the biggest losers were *ST Wanfang, Madi Technology, and Samsung Medical, which fell by 5.06%, 3.09%, and 2.76% respectively [1][2]. Group 2: Capital Flow - The private hospital sector experienced a net outflow of 382 million yuan in principal funds, with 28 stocks seeing net inflows and 10 stocks exceeding 10 million yuan in net inflows [2]. - Hainan Haiyao led the net inflow with 256 million yuan, followed by Dazhongfang, Xinlong Holdings, and Kaikai Industry with net inflows of 178 million yuan, 118 million yuan, and 106 million yuan respectively [2][3]. - The highest net inflow ratios were recorded by Xinlong Holdings at 48.07%, ST Zhongzhu at 42.18%, and Hainan Haiyao at 39.26% [3].

Market Overview - The textile manufacturing sector increased by 0.12% on November 14, with Furui Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3990.49, down by 0.97%, while the Shenzhen Component Index closed at 13216.03, down by 1.93% [1] Top Performers - Key stocks in the textile manufacturing sector included: - Jiri Co., Ltd. (002083) with a closing price of 11.56, up by 9.99% and a trading volume of 64,300 shares [1] - Xinlong Holdings (000955) also rose by 9.99% to 7.38, with a trading volume of 336,700 shares [1] - Gumo Fur Material (001390) increased by 6.28% to 30.45, with a trading volume of 284,100 shares [1] Underperformers - Notable declines were observed in: - Yunzhongma (603130) which fell by 2.85% to 36.76, with a trading volume of 20,700 shares [2] - Nanshan Zhishang (300918) decreased by 2.73% to 18.17, with a trading volume of 69,900 shares [2] - Fengzhu Textile (600493) dropped by 2.14% to 7.76, with a trading volume of 161,000 shares [2] Capital Flow - The textile manufacturing sector saw a net inflow of 132 million yuan from institutional investors, while retail investors experienced a net outflow of 13.8 million yuan [2] - The main capital flow data indicated that: - Gumo Fur Material (001390) had a net inflow of 134 million yuan from institutional investors [3] - Xinlong Holdings (000955) recorded a net inflow of 102 million yuan from institutional investors [3] - Jiri Co., Ltd. (002083) also saw a significant net inflow of 30.5 million yuan from institutional investors [3]

Core Viewpoint - The A-share market in Hainan and the Hainan Free Trade Zone has experienced a significant surge, driven by the upcoming launch of the free trade port operations on December 18, which is expected to inject strong momentum into the region's industrial development [1][4]. Market Performance - Several stocks, including Kangzhi Pharmaceutical, Hainan Haiyao, and Xilong Holdings, have seen substantial gains, with Kangzhi Pharmaceutical hitting a 20% increase to 10.62, while Hainan Haiyao and Xilong Holdings rose by 10.08% and 9.99% respectively [2][1]. - The overall market sentiment is buoyed by the anticipation of policy benefits as the free trade port's operational date approaches [3]. Policy Developments - The free trade port's operations will implement a system characterized by "one line open, two lines controlled, and free movement within the island," which is expected to reshape the industrial ecosystem in Hainan [4]. - Recent adjustments to the duty-free shopping policy have already shown positive effects, with a first-day shopping amount of 78.549 million yuan, a 6.1% increase from the previous day, and a total of 506 million yuan in the first week, marking a 34.86% year-on-year growth [4]. Industry Opportunities - The "zero tariff" policy has expanded to cover various transportation modes, including air, land, and sea, which is expected to create new opportunities for related industries [5]. - Securities firms are optimistic about the long-term value brought by the free trade port, predicting growth in the duty-free market and modern service industries such as finance and tourism [6]. Company Responses - Companies like Haixia Co. and Shengshi Technology are actively responding to the opportunities presented by the free trade port, with Haixia Co. expecting increased traffic and investment due to the new policies [7]. - Hainan's only complete vehicle manufacturer, Haima Automobile, is leveraging the hydrogen energy sector and has already established a hydrogen production and refueling station, aiming to capitalize on the free trade port's policies [7]. Future Investment Trends - The upcoming free trade port operations are seen as a turning point for investment logic in Hainan, shifting focus from B2C consumption to B2B industrial upgrades and high-value services [8]. - Key investment themes include modern logistics and trade services, high-tech and green energy sectors, and high-value "tourism+" services such as medical care and international education [8].