格隆汇9月9日丨飞龙股份(002536.SZ)于近期投资者关系活动表示，公司目前液冷领域产能可以支持液 冷业务的快速增长，后期会根据客户的需求情况，适时进行调整增加。 ...

飞龙汽车部件股份有限公司投资者关系活动记录表 投资者关系活动 类别 ☑ 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 ☑ 其他（电话会议） 参与单位名称及 人员姓名 长江证券 张永乾 麦贻智 长城基金 余欢 陈良栋 韩林 马强 周诗博 吴驰 时间 2025 年 9 月 9 日 地点 子公司安徽航逸科技有限公司（以下简称"航逸科技"）会议室 上市公司接待人 员姓名 子公司航逸科技总经理：向晓东 证券事务代表：谢坤（线上） 投资者关系活动 主要内容介绍 一、子公司航逸科技总经理向晓东介绍航逸科技情况 航逸科技位于安徽芜湖鸠江经济开发区，成立于 2025 年 7 月， 注册资本 5,000 万元人民币。公司专注于数据中心、风光储能及充 电桩等民用领域液冷泵研发、生产与销售，聚焦 IDC 液冷循环泵核 心产品，提供覆盖 16W—22kW 功率范围的全系列解决方案，包括模 块化侧挂式（Side Car）、机架内（In Rack）及行级（In Row） 冷板液冷泵。公司致力于成为 IDC 液冷循环泵技术创新引领者，并 立志发展为全球 IDC 液冷泵领域核心供应商。 二、投资者 ...

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：长安汽车概念、 汽车热管理、无人机、机器人概念、中盘等。 9月9日，飞龙股份盘中上涨2.17%，截至09:43，报24.95元/股，成交1.35亿元，换手率1.01%，总市值 143.41亿元。 资金流向方面，主力资金净流入295.59万元，特大单买入420.10万元，占比3.11%，卖出241.59万元，占 比1.79%；大单买入1885.56万元，占比13.96%，卖出1768.47万元，占比13.09%。 飞龙股份今年以来股价涨121.19%，近5个交易日跌2.69%，近20日涨12.13%，近60日涨73.02%。 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 ...

Core Insights - The recent financial reports from major internet companies have highlighted the lucrative potential of the liquid cooling sector, attracting increasing institutional investment [1][2] - Fund managers have identified liquid cooling as a high-performance investment avenue, with several stocks in this sector outperforming others in the market [2][3] Investment Opportunities - Liquid cooling technology is gaining traction due to its critical role in AI infrastructure, with significant capital expenditure increases reported by major companies like Alibaba and Tencent [2][3] - The capital expenditure of Alibaba reached 38.68 billion yuan, up 219.8% year-on-year, while Tencent's capital expenditure grew by 119% to 19.107 billion yuan [3] - Major North American tech companies collectively reported capital expenditures of $87.4 billion, a 69% increase year-on-year, indicating strong industry demand [3] Technological Advancements - The shift from traditional air cooling to liquid cooling is driven by the increasing power density of chips, necessitating more efficient cooling solutions [4][5] - Liquid cooling is becoming a technical necessity as AI-generated content drives rapid increases in power density, surpassing traditional cooling limits [4][6] - The industry is expected to see a significant increase in liquid cooling penetration, projected to reach 30%-50% in AI servers by 2026 [9][10] Market Trends - The liquid cooling sector is anticipated to experience a sustained market trend similar to that of optical modules and PCBs, with potential for price and volume increases [7][8] - Fund managers believe that the liquid cooling market is transitioning from speculative trading to being driven by fundamental changes in the industry [8][10] - The demand for liquid cooling solutions is expected to grow significantly, with the market for NVIDIA GPUs and ASIC chips projected to reach approximately 100 billion yuan by 2026 [9][10] Stock Selection Criteria - Fund managers emphasize the importance of selecting companies with established overseas client relationships, particularly those in the NVIDIA supply chain, as they tend to have higher profit margins [9][11] - Companies that can demonstrate technical capabilities and have a strong position in the supply chain are viewed as having significant growth potential [10][11] - The ability to secure large clients, especially in the overseas AI sector, is considered a critical factor in stock selection within the liquid cooling space [10][11]

Core Viewpoint - The company, Feilong Automotive Parts Co., Ltd., has approved the use of temporarily idle raised funds and self-owned funds for cash management to enhance the efficiency of fund utilization without affecting ongoing projects and operations [1][3]. Group 1: Fund Management - The company plans to use up to RMB 320 million (including previously used idle raised funds) and up to RMB 300 million of idle self-owned funds for cash management within 12 months [1]. - The company has previously redeemed RMB 90 million from cash management products, with the principal amount recovered [3]. Group 2: Investment Products - The company has purchased three cash management products, which are characterized as high safety and good liquidity, ensuring capital preservation [3][4]. - The company will adhere to prudent investment principles, selecting reputable and large-scale issuers for the cash management products [5]. Group 3: Risk Control Measures - The company has established a separation of decision-making, execution, and supervision roles to ensure the safety of funds in cash management [4][5]. - The company’s financial department will monitor the cash management products and take necessary measures if risks are identified [5]. Group 4: Impact on Operations - The use of idle funds for cash management will not affect the normal operations or the progress of fundraising projects, thereby improving fund utilization efficiency and potentially enhancing company performance [6].

证券代码：002536 证券简称：飞龙股份 公告编号：2025-073 飞龙汽车部件股份有限公司 关于使用暂时闲置募集资金进行现金管理赎回 并再次使用暂时闲置募集资金及自有资金进行现金管理的公告 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。 飞龙汽车部件股份有限公司（以下简称"公司""飞龙股份"）于 2024 年 10 月 13 日召开第八届董事会第十次会议、第八届监事会第九次会议，审议通过 《关于继续使用暂时闲置募集资金及自有资金进行现金管理的议案》。为提高公 司募集资金的使用效率，在不影响募集资金投资项目建设和公司及子公司正常经 营的情况下，同意公司及子公司使用不超过人民币 3.2 亿元（含本数，含前次使 用部分暂时闲置募集资金进行现金管理尚未到期的部分）的暂时闲置募集资金和 不超过 3 亿元（含本数）的闲置自有资金进行现金管理。上述额度自董事会审议 通过之日起 12 个月内有效，在前述额度和期限范围内可循环滚动使用，暂时闲 置募集资金现金管理到期后将及时归还至募集资金专户。 具体内容详见公司在指定信息披露媒体《证券时报》《中国证券报》《证券 日报》《 ...

Summary of Key Points Core Viewpoint - A total of 638 stocks reported their latest shareholder numbers as of August 31, with 338 stocks showing a decline compared to the previous period, indicating a trend of decreasing shareholder engagement in certain companies [1][3]. Group 1: Shareholder Changes - 52 stocks experienced a decline in shareholder numbers exceeding 10%, with the largest drop recorded by Boyuan Co., which saw a decrease of 26.59% to 9,715 shareholders [3]. - Other notable declines include Ailian Machinery with a 25.51% drop to 7,337 shareholders and Feilong Co. with a 25.35% decrease to 106,000 shareholders [3]. Group 2: Stock Performance - Among the concentrated stocks, 25% outperformed the Shanghai Composite Index, with an average increase of 1.54% since August 11, while the index rose by 4.88% during the same period [2]. - Anpei Long recorded the highest increase among stocks with declining shareholder numbers, rising by 47.29% since August 11 [2]. Group 3: Industry Insights - The concentrated stocks are primarily from the machinery, basic chemicals, and power equipment sectors, with 43, 39, and 27 stocks respectively [3]. - The performance of concentrated stocks from these industries varied, with Boyuan Co. leading with a 69.49% increase, followed by Guoguang Chain and Jinlang Technology with increases of 44.55% and 37.57% respectively [3].

Summary of Key Points Core Viewpoint The recent data indicates a significant decline in the number of shareholders for many companies, with 310 out of 564 companies reporting a decrease in shareholder count as of August 31. This trend raises questions about investor sentiment and market performance. Group 1: Shareholder Count Changes - A total of 564 companies disclosed their shareholder counts as of August 31, with 310 showing a decrease compared to the previous period [1][3]. - Among the companies with a decline in shareholder count, 48 experienced a drop of over 10% [3]. - The largest decrease was reported by Boyuan Co., with a 26.59% drop in shareholder count, totaling 9,715 shareholders [3]. Group 2: Market Performance of Concentrated Stocks - The concentrated stocks monitored from August 11 to August 20 showed an average decline of 0.87%, underperforming the Shanghai Composite Index, which rose by 3.60% during the same period [2]. - Despite the overall decline, 21% of the concentrated stocks outperformed the market, indicating some resilience among select companies [2]. - Among the stocks with a significant drop in shareholder count, Anpeilong saw the highest increase in share price, rising by 35.37% since August 11 [2]. Group 3: Industry Insights - The industries with the highest concentration of stocks experiencing shareholder count declines include machinery, basic chemicals, and electric equipment, with 42, 34, and 26 companies respectively [3]. - The performance of concentrated stocks varied significantly, with notable gains in companies like Guoguang Chain, Boyuan Co., and Hongsheng Co., which saw increases of 60.57%, 49.53%, and 26.75% respectively [3].

Group 1 - The company is currently focusing on electronic pump series products and temperature control valve series products in the liquid cooling field [2] - The company plans to expand its product offerings to integrated module products in the future [2] - Investors are interested in comparing the company's liquid cooling products with those of competitors like Invec and Dayuan Pump Industry [2]

468只股公布截至8月31日最新股东户数，相比上期股东户数下降的有260只，降幅居前的是博苑股份、 亚联机械、飞龙股份等。 证券时报·数据宝对上一期(8月20日)筹码集中股监测显示，这些股8月11日以来平均下跌0.23%，走势弱 于同期沪指表现（上涨4.91%），其中，21%的筹码集中股相对大盘获超额收益。 上期股东户数降逾一成个股中，安培龙涨幅最高，8月11日以来累计上涨40.68%，涨幅居前的还有奕东 电子、伊戈尔等。 38股最新股东户数降逾一成 证券时报·数据宝统计显示，共有468只个股公布了8月31日股东户数，与上期（8月20日）相比，股东户 数下降的有260只。其中股东户数降幅超一成的有38只。 股东户数降幅最多的是博苑股份，截至8月31日最新股东户数为9715户，较8月20日下降26.59%，筹码 集中以来该股累计上涨58.61%，累计换手率为296.48%，其间主力资金净流入1.67亿元。 其次是亚联机械，截至8月31日最新股东户数为7337户，较8月20日下降25.51%，筹码集中以来该股累 计上涨1.93%，累计换手率为136.41%，其间主力资金净流出2620.18万元。 市场表现方面，最 ...