证券代码：002442 证券简称：龙星科技 公告编号：2026-002 龙星科技集团股份有限公司（以下简称"公司"）于2025年9月16日在巨潮资讯网披露了《关于持股5%以 上股东减持股份的预披露公告》（公告编号：2025-044），公司持股5%以上的股东渤海国际信托股份 有限公司（以下简称"渤海信托"）计划自减持计划披露之日起15个交易日后的3个月内，通过集中竞价 方式减持其持有的本公司股份不超过5,032,828股（占本公司总股本比例不超过1%）。 近日，公司收到渤海信托出具的《渤海国际信托股份有限公司关于减持计划期限届满暨实施结果的告知 函》，现将相关情况公告如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 一、股东减持情况 1、股东减持股份情况 龙星科技集团股份有限公司 关于持股5%以上股东减持计划期限届满暨实施情况的公告 持股5%以上股东渤海国际信托股份有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 二、其他相关说明 1、本次减持计划的实施符合《证券法》《上市公司收购管理办法》《深 ...

证券代码：002442 证券简称：龙星科技 公告编号：2026-002 | 股东名称 | 减持方式 | 减持期间 | 减持均价 | 减持数量 | 减持比例 | | --- | --- | --- | --- | --- | --- | | | | | （元/股） | （股） | （%） | | 渤海信托 | 集中竞价 | 2025年10月16日 | 6.39 | 117,000 | 0.02 | | | 交易 | 至2026年1月13日 | | | | 1、股东减持股份情况 2、本次减持前后持股情况 | 股 东 | 股份性质 | | 本次减持前持有股份 | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | 名称 | | 股数（股） | 占总股 | 股数（股） | 占总股 | | | | | 本比例 | | 本比例 | | 渤 海 | 合计持有股份 | 72,629,372 | 14.43% | 72,512,372 | 14.41% | | 信托 | 其中：无限售条件股份 | 72,629,372 | 14.43% | 72,512,372 | 14. ...

Core Viewpoint - The rubber sector experienced a rise of 0.95% on January 5, with Litong Technology leading the gains. The Shanghai Composite Index closed at 4023.42, up 1.38%, while the Shenzhen Component Index closed at 13828.63, up 2.24% [1]. Group 1: Stock Performance - Litong Technology (code: 920225) closed at 34.98, with a gain of 9.14% and a trading volume of 52,700 shares, resulting in a transaction value of 180 million yuan [1]. - Other notable performers included Kexin New Energy (code: 300731) with a closing price of 57.87, up 2.93%, and Yuanchuang Technology (code: 301300) at 43.63, up 2.90% [1]. - The overall trading volume and transaction values for various stocks in the rubber sector were significant, with Kexin New Energy achieving a transaction value of 627 million yuan [1]. Group 2: Capital Flow - The rubber sector saw a net outflow of 84.72 million yuan from institutional investors and a net outflow of 15.62 million yuan from retail investors, while individual investors contributed a net inflow of 100 million yuan [2]. - The capital flow data indicates that Litong Technology had a net inflow of 37.76 million yuan from institutional investors, representing 20.95% of its total trading [3]. - Conversely, Kexin New Energy experienced a net outflow of 1.99 million yuan from retail investors, indicating a mixed sentiment among different investor classes [3].

| 证券代码：002442 | 证券简称：龙星科技 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：127105 | 债券简称：龙星转债 | | 龙星科技集团股份有限公司 关于 2025 年第四季度可转换公司债券转股情况的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或者重大遗漏。 特别提示： 转股价格：5.80 元/股 转股期限：2024 年 8 月 7 日至 2030 年 1 月 31 日 根据《深圳证券交易所股票上市规则》、《深圳证券交易所上市公司自律监管 指引第 15 号——可转换公司债券》的有关规定，龙星科技集团股份有限公司（以 下简称"龙星科技"或"公司"）就 2025 年第四季度可转换公司债券转股情况 及公司股本变动情况公告如下： 一、可转换公司债券发行上市情况 （一）可转债发行情况 经中国证券监督管理委员会《关于同意龙星化工股份有限公司（现更名为"龙 星科技集团股份有限公司"）向不特定对象发行可转换公司债券注册的批复》（证 监许可〔2023〕2920 号）核准，公司于 2024 年 2 月 1 日向不特定对象 ...

Core Viewpoint - The recent marriage proposal by Liu Xin, a prominent figure in the investment community, has garnered significant online attention, leading to increased interest in his financial background and holdings in multiple listed companies [1][3]. Group 1: Liu Xin's Financial Background - Liu Xin is identified as a major shareholder in over 10 listed companies, with his name appearing in the top ten shareholders of six A-share companies, holding a total of approximately 11.92 billion CNY in stock value [4][5]. - The companies where Liu Xin is a top shareholder include Dajin Heavy Industry, Zhongdian Electric, Dayuan Pump Industry, Jimin Health, Jiangshun Technology, and Longxing Technology, with notable holdings in Dajin Heavy Industry and Jiangshun Technology [4][5]. Group 2: Stock Performance and Market Reactions - Liu Xin's mention of Guosheng Technology in his proposal has led to a significant stock price increase, with the stock rising by 38.41% from the time of his announcement to December 8 [8]. - Guosheng Technology's stock has experienced a dramatic rise, including multiple trading halts, raising questions about the timing of Liu Xin's public disclosure and potential market manipulation [8][10]. Group 3: Acquisition and Regulatory Scrutiny - Guosheng Technology announced a plan to acquire 100% of Fuyue Technology for 240.6 million CNY, which has raised concerns due to the high premium associated with the acquisition [9][10]. - Fuyue Technology, a newly established company, reported minimal revenue and a net loss, leading to regulatory inquiries regarding the fairness and implications of the acquisition [9][10].

Core Viewpoint - As of December 4, a total of 128 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Aucma, which has seen net buying for 18 consecutive trading days [1] - Other notable stocks with significant net buying days include Source Pet, Hangxiao Steel Structure, Juhe Shun, Longxing Technology, Yuanda Environmental Protection, Beiba Media, Samsung Medical, and Hefeng Co., Ltd. [1]

Core Insights - The "2025 China Industry Transfer Development Matching Event (Chongqing)" was held on November 25, co-hosted by the Ministry of Industry and Information Technology and the Chongqing Municipal Government, focusing on industrial transfer projects with over 150 projects collected and an intended investment amount exceeding 110 billion yuan [1][3]. Group 1: Investment Projects - Longxing Technology signed a contract for a carbon black and supporting generator production project in Changshou District, with an investment of 1.21 billion yuan to upgrade and expand production lines [3][5]. - Longxing Chemical plans to independently acquire 100% equity of Zhongyang (Chongqing) Carbon Black Co., Ltd. from CSRC (SINGAPORE) PTELTD by the end of 2024, while not pursuing the acquisition of Zhongyang (Anshan) Chemical Industry Co., Ltd. [3][5]. Group 2: Production Capacity and Challenges - Longxing Chemical's main production bases are located in Xingtai, Hebei Province, and Jiaozuo, Henan Province, which are operating at full capacity with high utilization and sales rates [3][5]. - The company faces challenges in sales volume in the Southwest region due to limitations in transportation distance and economic radius [3][5].

Market Overview - The rubber sector experienced a decline of 3.31% on November 21, with Li Tong Technology leading the drop [1] - The Shanghai Composite Index closed at 3834.89, down 2.45%, while the Shenzhen Component Index closed at 12538.07, down 3.41% [1] Individual Stock Performance - Notable gainers included Tongcheng New Materials, which rose by 2.81% to a closing price of 42.87, with a trading volume of 470,200 shares and a transaction value of 2.027 billion [1] - Li Tong Technology saw a significant drop of 13.94%, closing at 35.20, with a trading volume of 65,600 shares and a transaction value of 239 million [2] - Other stocks like Yuandong Co. and Kexin New Materials also faced declines of 11.41% and 9.95% respectively [2] Capital Flow Analysis - The rubber sector experienced a net outflow of 14.92 million from institutional investors, while retail investors saw a net outflow of 151 million [2] - Conversely, speculative funds recorded a net inflow of 166 million into the sector [2] Detailed Capital Flow for Selected Stocks - Kexin New Materials had a net inflow of 41.57 million from institutional investors, while retail investors faced a net outflow of 12.7 million [3] - Tongcheng New Materials saw a net inflow of 37.06 million from institutional investors, but speculative funds had a net outflow of 51.98 million [3] - Longxing Technology experienced a net inflow of 31.53 million from institutional investors, with a significant net outflow of 34.81 million from retail investors [3]

Market Overview - The rubber sector increased by 0.27% compared to the previous trading day, with Yuanxiang New Materials leading the gains [1] - The Shanghai Composite Index closed at 3946.74, up 0.18%, while the Shenzhen Component Index closed at 13080.09, unchanged [1] Stock Performance - Yuanxiang New Materials (301300) closed at 48.37, up 11.48% with a trading volume of 76,400 shares and a turnover of 353 million yuan [1] - Tongcheng New Materials (603650) closed at 40.92, up 6.62% with a trading volume of 361,500 shares and a turnover of 147.5 million yuan [1] - Other notable stocks include Zhongyu Technology (920694) with a 0.55% increase and Sanwei Co. (603033) with a 0.35% increase [1] Fund Flow Analysis - The rubber sector saw a net inflow of 160 million yuan from institutional investors, while retail investors experienced a net outflow of 92.73 million yuan [2] - Major stocks like Tongcheng New Materials had a net inflow of 250 million yuan from institutional investors, but a net outflow of 139 million yuan from retail investors [3] - Yuanxiang New Materials had a net inflow of 642,470 yuan from institutional investors, with retail investors showing a net outflow of 835,650 yuan [3]

Core Viewpoint - Longxing Technology (002442) clarifies its main business focus on the research, production, and sales of high-quality nano-grade carbon black and white carbon black, explicitly stating that it does not engage in any polyvinyl chloride (PVC) related business and has not purchased any PVC equipment [1] Group 1 - The company specializes in high-quality nano-grade carbon black and white carbon black [1] - The company does not involve itself in PVC-related business activities [1] - The company has not acquired any PVC production equipment [1]