常州长青科技股份有限公司 2025 年半年度报告全文 常州长青科技股份有限公司 2025 年半年度报告 【2025 年 8 月】 1 常州长青科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人周银妹、主管会计工作负责人凌芝及会计机构负责人(会计主 管人员)凌芝声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及的未来计划等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者及相关人士对此保持足够的风险认识，理解计划、预测与承诺之间 的差异，注意投资风险。 公司在本报告"第三节 管理层讨论与分析"中"十、公司面临的风险和 应对措施"部分，详细描述了公司经营中可能存在的风险及应对措施，敬请 投资者注意投资风险。 公司经本次董事会审议通过的利润分配预案为：以现有总股本 138,000,000 股剔除公司回购专用证券账户中已回购股份 545,600 股后的 137,45 ...

Group 1 - The core point of the article is that Changqing Technology has experienced a decrease in the number of shareholders for the second consecutive period, indicating a potential shift in investor sentiment [2] - As of August 20, the number of shareholders for Changqing Technology was reported at 16,478, a decrease of 1,288 from the previous period, representing a 7.25% decline [2] - The closing price of Changqing Technology on the reporting date was 22.47 yuan, reflecting a 0.54% increase, with a cumulative increase of 1.22% since the concentration of shares began [2] Group 2 - The company's first-quarter report indicated that it achieved operating revenue of 96.6553 million yuan, marking an 18.46% year-on-year growth [2] - However, the net profit for the same period was reported at 12.7091 million yuan, which represents a year-on-year decline of 8.70% [2] - The basic earnings per share were recorded at 0.0925 yuan, with a weighted average return on equity of 1.14% [2]

证券之星消息，8月14日轨交设备板块较上一交易日下跌2.86%，永贵电器领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。轨交设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300351 | 永慧电器 | 18.52 | -7.86% | 51.05万 | 9.67亿 | | 301048 | 全唐重工 | 12.97 | -7.75% | 40.41万 | 5.36 Z | | 872541 | 铁大科技 | 17.17 11 | -6.17% | 6.21万 | 1.09亿 | | 6888889 | 铁科轨道 | 22.80 | -5.35% | 6.00万 | 1.40亿 | | 688033 | 天直新材 | 6.68 | -4.43% | 17.96万 | 1.22亿 | | 920027 | 交大铁发 | 30.97 | -4.18% | 5.86万 | 1.85亿 | | 002972 | 科安达 ...

Market Performance - The rail transit equipment sector increased by 0.26% on August 13, with Yonggui Electric leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Stock Highlights - Yonggui Electric (300351) closed at 20.10, rising by 14.14% with a trading volume of 723,300 shares and a transaction value of 1.405 billion yuan [1] - Bidetech (605298) saw a 10.02% increase, closing at 23.82 with a transaction value of 355 million yuan [1] - Other notable performers included Hatai Technology (688459) up 3.74%, Kanda (002972) up 3.06%, and Changqing Technology (001324) up 2.62% [1] Fund Flow Analysis - The rail transit equipment sector experienced a net outflow of 132 million yuan from institutional investors and 54.94 million yuan from speculative funds, while retail investors saw a net inflow of 187 million yuan [2] - Yonggui Electric had a net inflow of 92.41 million yuan from institutional investors, but a net outflow of 54.93 million yuan from speculative funds [2] - Other companies like Hatai Technology and Changqing Technology also experienced mixed fund flows, with varying levels of net inflows and outflows from different investor categories [2]

Group 1 - The company, Changqing Technology, reported that as of August 8, 2025, the number of shareholders is 17,766 [1]

长青科技8月12日披露，截至8月10日公司股东户数为17766户，较上期（7月31日）减少2582户，环比降 幅为12.69%。 融资融券数据显示，该股最新（8月11日）两融余额为7962.20万元，其中，融资余额为7962.20万元，本 期筹码集中以来融资余额合计减少553.98万元，降幅为6.51%。 公司发布的一季报数据显示，一季度公司共实现营业收入9665.53万元，同比增长18.46%，实现净利润 1270.91万元，同比下降8.70%，基本每股收益为0.0925元，加权平均净资产收益率1.14%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计，截至发稿，长青科技最新股价为22.11元，下跌1.07%，本期筹码集中以来股价 累计下跌0.18%。具体到各交易日，4次上涨，4次下跌。 ...

Group 1 - Gao Ling Information announced that three shareholders plan to reduce their holdings by a total of up to 2.42% of the company's shares due to personal funding needs [1] - The shareholders include Zhuhai Hengqin New Area Zixiao Investment Partnership, Zhuhai Hengqin New Area Qucheng Investment Partnership, and Zhuhai Huajin Lingyue Intelligent Manufacturing Industry Investment Fund [1] - Gao Ling Information specializes in the R&D, production, and sales of telecommunications network communication equipment, environmental IoT application products, and network and information security products [1] Group 2 - Anglikang has only one innovative drug project under research, ALK-N001, which is currently in Phase I clinical trials [2] - The company is also considering a new innovative drug pipeline project, ALK-N002, which is still in the candidate selection phase [2] - Anglikang focuses on the production and manufacturing of pharmaceuticals, including chemical raw materials and preparations [2] Group 3 - Qixiang Tengda announced the completion of maintenance and technical upgrades for its 300,000 tons/year propylene oxide facility, which has resumed normal production [3] - The company operates in the chemical manufacturing and supply chain management sectors [3] Group 4 - Delisi signed a strategic cooperation agreement with Xiamen Haifusheng Food Group and Xin Sanhe Food Co., Ltd. to collaborate in product supply, market expansion, and technology [4] - Delisi specializes in the production and sales of frozen meat and related products [4] Group 5 - Jinlang Technology's application for issuing convertible bonds has been approved by the Shenzhen Stock Exchange [5] - The company is engaged in the R&D, production, and sales of string inverters [5] Group 6 - Lingyi Zhi Zao plans to acquire a 66.46% stake in Jiangsu Keda through a combination of issuing convertible bonds and cash [6] - The company provides comprehensive intelligent manufacturing services and solutions [6] Group 7 - Jinshi Technology intends to publicly transfer 100% equity of its wholly-owned subsidiary, Hunan Jinshi Technology [7] - The company focuses on digital sanitation, water ecology, and solid waste disposal [7] Group 8 - Qidi Environment announced that 2 million shares held by shareholder Sander Group have been transferred through judicial auction [8] - The company operates in the environmental management sector [8] Group 9 - Guang'an Aizhong expects a reduction in net profit of approximately 39.38 million due to the implementation of a low valley electricity price policy [9] - The company is involved in power generation, supply, and natural gas supply [9] Group 10 - Kangyuan Pharmaceutical received a drug registration certificate for its proprietary product, Canpu Granules, used for treating chronic pelvic pain [10] - The company specializes in the R&D, production, and sales of pharmaceuticals [10] Group 11 - Changqing Technology announced that two shareholders plan to reduce their holdings by up to 5.98% due to personal funding needs [11] - The company focuses on rail transit and building decoration businesses [11] Group 12 - Huaren Pharmaceutical's shareholder plans to reduce its holdings by up to 1% of the company's total shares [12] - The company is a state-controlled pharmaceutical health industry group [12] Group 13 - Jinkai New Energy announced the completion of the first phase of an AI computing power technology service contract [13] - The company is involved in the development, investment, construction, and operation of renewable energy power [13] Group 14 - Sany Heavy Industry has repurchased a total of 72.6792 million shares, amounting to 1.355 billion [14] - The company specializes in the R&D, manufacturing, and sales of engineering machinery [14] Group 15 - Chip导科技 plans to acquire 100% of Shunlei Technology and 17.15% of Shunlei Technology through convertible bonds and cash [15] - The company focuses on the R&D and sales of power semiconductors [15] Group 16 - Tuo Shan Heavy Industry reported that its recent operating conditions are normal, with no significant changes in the internal and external business environment [16] - The company specializes in the R&D, design, production, and sales of engineering machinery components [16] Group 17 - Chang'an Automobile reported a July sales figure of 210,600 vehicles, a year-on-year increase of 23.43% [17] - The company is engaged in the R&D, manufacturing, and sales of vehicles and engines [17]

Core Viewpoint - After two years of being listed, Changqing Technology (001324.SZ) is facing a capital withdrawal as major shareholders plan to reduce their stakes in the company [1][4]. Shareholder Reduction Plans - Major shareholders, including Shenzhen Innovation Investment Group and its affiliates, plan to reduce their holdings by up to 5.98% of the company's shares, equating to a maximum of 412.36 million shares, which represents 2.99% of the total share capital [1][2]. - The shareholders involved in the reduction hold a combined total of 975.14 million shares (7.07% of total share capital) and 1,320.96 million shares (9.57% of total share capital) respectively [2]. Reasons for Shareholder Actions - The reduction is attributed to the shareholders' own funding needs, with the shares being sourced from those held prior to the initial public offering [3]. Company Performance and Market Context - Changqing Technology has experienced a significant stock price increase since June, peaking at 24.27 yuan per share on July 25, 2024, the highest since March 2024 [4]. - The company specializes in sandwich composite materials and has established a comprehensive product system in the rail transit and architectural decoration sectors [4]. - However, the company's financial performance has been underwhelming, with a reported revenue of 460 million yuan and a net profit of 60.18 million yuan for 2024, reflecting year-on-year declines of 13.16% and 16.41% respectively [4]. - Over the past five years, the company's revenue has stagnated around 500 million yuan, with net profits consistently around 70 million yuan [4]. Future Outlook - The company aims to enhance its product offerings through technological innovation and equipment upgrades, targeting personalized products and services to meet unique customer needs [5].

Group 1 - Major shareholders of Changqing Technology plan to reduce their holdings by up to approximately 4.12 million shares, accounting for 2.99% of the total share capital [1][3] - The revenue composition of Changqing Technology for the year 2024 is as follows: rail transit business 61.58%, construction decoration business 35.34%, other businesses 2.67%, and cruise interior business 0.41% [1] Group 2 - Shenzhen Innovation Investment Group and its concerted actions plan to reduce their holdings by up to approximately 4.12 million shares, which also represents 2.99% of the total share capital [3] - The shareholders have obtained the necessary approvals from the China Securities Investment Fund Industry Association to proceed with the planned share reduction [3]

长青科技8月3日晚间发布公告，公司多名重要股东计划实施大规模减持。此次减持涉及两个股东集团，合计减持股份数量将达到824.73万股，占公司总股本 的5.98%。减持原因均为股东自身资金需求，股份来源为首次公开发行前股份。 深圳市创新投资集团有限公司及其一致行动人将率先启动减持计划。该集团包括深创投、常州红土创新创业投资有限公司、常州武进红土创业投资有限公司 以及北京红土鑫洲创业投资中心。四家机构计划在公告披露后15个交易日起的连续90个自然日内，通过集中竞价交易或大宗交易方式减持不超过412.36万 股。 另一股东集团同样制定了相同规模的减持计划。常州国润九号企业管理咨询合伙企业以及常州珊瑚私募基金管理合伙企业计划在相同时间窗口内减持不超过 412.36万股。两家机构目前合计持有长青科技1320.96万股，占公司总股本的9.57%。 股东持股结构变化 减持计划详细安排 这一减持数量占公司当前总股本的2.99%。按照剔除回购专用账户后的股份计算，减持比例达到3.00%。深创投集团目前合计持有长青科技975.14万股，占公 司总股本的7.07%。减持完成后，该集团持股比例将降至4.08%左右。 来源：金融界 此次 ...