Core Viewpoint - Feilong Co., Ltd. is experiencing growth in its thermal management integrated module products, with several projects ramping up and scale effects beginning to show [1] Group 1: Clientele and Market Presence - Major clients for Feilong's thermal management integrated module products include Chery, Nanjing Automobile, Li Auto, Geely, Lantu, and SAIC [1] - The company is currently seeing multiple projects gradually increasing in volume, indicating a positive trend in demand [1]

Core Viewpoint - Feilong Co., Ltd. (002536) indicates that its engine thermal management components, specifically exhaust manifolds and turbo shells, are applicable not only in fuel vehicles but also in hybrid vehicles, suggesting a diversified market potential [1] Group 1 - The company expects that the sales volume of engine thermal management components will not experience a significant decline in the next two years based on current order reception [1]

Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, established in 1952, focusing on thermal management system solutions [2][3] - The company has two main development phases: prior to 2017 focused on automotive thermal management components, and from 2017 onwards, expanding into civilian markets [3] Product Development - Key products include mechanical water pumps, exhaust manifolds, turbocharger housings, electronic pumps, temperature control valves, and thermal management integrated modules [2][3] - The company has established national-level technology centers and four R&D centers in Shanghai, Wuhu, Neixiang, and Xixia, focusing on new energy thermal management components [3] Market Expansion - The company serves over 200 domestic and international clients, with products exported to the Americas, Europe, and Southeast Asia [3] - The company is expanding into civilian applications, including server liquid cooling, charging pile liquid cooling, and energy storage systems [5][7] Investment and Growth Strategy - The company is not planning additional investments in domestic automotive engine thermal management products but is focusing on integrating thermal management technology with new energy vehicles and other advanced fields [4][5] - The company has a clear growth strategy, including solidifying automotive thermal management business, expanding overseas through the Longtai Company in Thailand, and exploring new applications in high-tech fields [12] Financial Performance - The company has returned over 1 billion yuan to shareholders since its listing, demonstrating strong profitability and commitment to shareholder returns [12] Future Outlook - The company is positioned to benefit from the growing demand for liquid cooling solutions in AI data centers, with a focus on energy efficiency and product innovation [8][9] - The Longtai Company is set to enhance overseas production capacity, targeting Southeast Asia and other international markets [9][10]

Core Viewpoint - Feilong Co., Ltd. is actively expanding its liquid cooling business, with some customer projects currently in small batch supply [1] Company Summary - Feilong Co., Ltd. is engaged in the liquid cooling sector and is making progress in its business expansion [1] - The company has initiated small batch supply for certain customer projects, indicating a step towards scaling operations [1]

Core Insights - The company is actively expanding its liquid cooling business, with some customer projects currently in small batch supply [1] Group 1 - The company has announced that its liquid cooling sector is progressing in an orderly manner [1] - Some projects related to customers are already in the phase of small batch supply [1]

Group 1 - The company has established connections and collaborations in the energy storage and power sectors with clients such as HP Project, Langjin Technology, Kenuowei, Haizhuo Technology, and State Power Investment Corporation [2] - Detailed information about these clients can be found in the company's "2025 Semi-Annual Report" [2] - The company expressed gratitude for investor interest in its operations within the energy storage and power sectors [2]

飞龙股份11月11日在互动平台回复称，目前公司液冷领域业务正在有序拓展中，部分客户相关项目正在 小批量供货。 ...

Core Viewpoint - Feilong Co., Ltd. is actively expanding its liquid cooling business, with some customer projects currently in small batch supply [1] Company Summary - Feilong Co., Ltd. is engaged in the orderly expansion of its liquid cooling sector [1] - The company is currently supplying small batches for certain customer-related projects [1]

Core Viewpoint - The company, Feilong Co., Ltd. (002536.SZ), is actively establishing connections and collaborations in the energy storage and power sectors with notable clients [1] Group 1 - The company has engaged with clients such as HP Project, Langjin Technology, Kenuowei, Haizhuo Technology, and State Power Investment Corporation [1]

今年以来飞龙股份已经5次登上龙虎榜，最近一次登上龙虎榜为8月21日，当日龙虎榜净买入-5988.28万 元；买入总计1.68亿元 ，占总成交额比6.49%；卖出总计2.28亿元 ，占总成交额比8.81%。 资料显示，飞龙汽车部件股份有限公司位于河南省西峡县工业大道，成立日期2001年1月9日，上市日期 2011年1月11日，公司主营业务涉及汽车零部件及其机械产品的研发、制造、销售。主营业务收入构成 为：汽车发动机热管理节能减排部件48.69%，汽车发动机热管理重要部件38.78%，汽车新能源热管理 部件8.57%，液冷领域热管理部件1.90%，汽车非发动机其他部件1.71%，其他(补充)0.35%。 飞龙股份所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：理想汽车概念、 长安汽车概念、小鹏汽车概念、汽车零部件、液冷概念等。 截至10月31日，飞龙股份股东户数9.00万，较上期增加0.00%；人均流通股6049股，较上期增加0.00%。 2025年1月-9月，飞龙股份实现营业收入32.37亿元，同比减少7.38%；归母净利润2.87亿元，同比增长 7.54%。 11月11日，飞龙股份盘中上 ...