Group 1 - The core viewpoint of the article is that Feilong Co., Ltd. (002536) is expanding its product applications in thermal management based on technological advancements [1] Group 2 - The company stated that its products can be widely applied in all scenarios requiring thermal management [1] - The company will continue to explore related application scenarios according to the development of technology [1]

每经AI快讯，有投资者在投资者互动平台提问：今早贵司子公芜湖航逸在公众号官宣已经有160000台 的液冷泵进入国内外大型服务器集群作为CDU的核心关键，起到温控，液冷，降温的热管理作用。想 问下能具体透露一下布局在哪些地区国内有芜湖，贵安，乌兰察布，和林格尔吗？北美的田纳西州、印 第安纳、路易斯安纳是否有布局和参与？ （文章来源：每日经济新闻） 飞龙股份（002536.SZ）8月1日在投资者互动平台表示，公司2025年上半年液冷领域业务收入突破4000 万元，已与HP项目、亚浩电子、深圳兴奇宏、申菱环境、英维克、高澜股份等40多家行业领先企业建 立了紧密的合作关系。具体情况请关注公司《2025年半年度报告》。公司仍将持续拓展相关领域国内外 客户。 ...

每经AI快讯，有投资者在投资者互动平台提问：华为的个人折叠平板和相关高性能个人PC现在已经有 使用液冷方案，特别是折叠平板MateBook Fold使用超薄VC液冷技术覆盖90%发热区域，电竞的红魔电 脑也有液冷电脑推出，想问下公司有个人PC端的液冷泵技术和项目开发吗？如果个人PC端液冷项目能 落地，后期技术是否可以继续小型化攻坚手机端的液冷开发？ 飞龙股份（002536.SZ）8月1日在投资者互动平台表示，从技术理论角度来看，公司的产品可广泛应用 于所有需要热管理的场景领域，公司将根据技术发展情况持续拓展相关应用场景。 （文章来源：每日经济新闻） ...

Market Overview - The automotive parts sector experienced a decline of 0.85% on July 31, with Dengyun Co. leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] Top Performers - Xiling Power (300733) saw a significant increase of 19.99%, closing at 20.71 with a trading volume of 355,600 shares and a turnover of 701 million [1] - Chuanhuan Technology (300547) rose by 8.21%, closing at 34.66 with a trading volume of 475,500 shares and a turnover of 1.661 billion [1] - Other notable gainers include Sulian Co. (301397) up 6.71%, Fusa Technology (301529) up 6.27%, and Feilong Co. (002536) up 5.55% [1] Underperformers - Dengyun Co. (002715) led the decline with a drop of 6.85%, closing at 16.86 with a trading volume of 120,100 shares and a turnover of 206 million [2] - Other significant losers include Xitai Ge (301229) down 6.57%, and Zhongma Transmission (603767) down 5.63% [2] Capital Flow - The automotive parts sector saw a net outflow of 1.809 billion from institutional investors, while retail investors had a net inflow of 2.015 billion [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Xiling Power (300733) had a net inflow of 93.1888 million from institutional investors, while retail investors saw a net outflow of 35.0702 million [3] - Far East Transmission (002406) experienced a net inflow of 69.8017 million from institutional investors, with retail investors also seeing a net outflow [3] - Other stocks like Xiangxin Technology (002965) and Junsheng Electronics (600699) also showed varied capital flows, reflecting differing investor sentiments [3]

来源：金融界 天眼查商业履历信息显示，飞龙汽车部件股份有限公司，成立于2001年，位于南阳市，是一家以从事汽 车制造业为主的企业。企业注册资本57478.5888万人民币，实缴资本1368万人民币。公司法定代表人为 孙锋。 通过天眼查大数据分析，飞龙汽车部件股份有限公司共对外投资了14家企业，参与招投标项目8次，知 识产权方面有商标信息21条，专利信息255条，此外企业还拥有行政许可20个。 金融界消息 截至2025年7月31日收盘，飞龙股份（002536）报收于17.12元，上涨5.55%，换手率 8.78%，成交量47.79万手，成交金额8.19亿元。 资金流向方面，今日主力资金净流入3157.37万元，占比成交额3.85%。其中，超大单净流入4272.27万 元、占成交额5.21%，大单净流出1114.91万元、占成交额1.36%，中单净流出流出2543.96万元、占成交 额3.1%，小单净流出613.41万元、占成交额0.75%。 飞龙股份最新一期业绩显示，截至2025中报，公司营业总收入21.62亿元、同比减少8.67%，归属净利润 2.10亿元，同比增长14.49%，扣非净利润2.18亿元，同比增 ...

Group 1 - In the past five trading days (from July 24 to July 30), approximately 173 companies were investigated by institutions in the two markets [1] - Among the institutions conducting the research, securities companies participated in the investigation of 151 companies, accounting for 87.28% of the total research activities [1] - Fund companies investigated 126 companies, ranking second, while private equity institutions investigated 60 companies, ranking third [1] Group 2 - A total of 43 companies attracted the attention of more than 20 institutions for research [1] - Haida Group was the most focused company, with 123 institutions participating in the investigation [1] - Minshida was ranked second with 96 institutions conducting research, followed by Xiaogoods City and Feilong Co., which were investigated by 84 and 80 institutions, respectively [1]

Focus Events - The 20th Central Committee's Fourth Plenary Session will be held in October in Beijing, focusing on the report of work and the formulation of the 15th Five-Year Plan for national economic and social development [1] Macro News - The average interest rate for newly issued commercial housing loans in Q2 2025 is 3.09% [18] - The Ministry of Agriculture and Rural Affairs is guiding the orderly elimination of low-yield dairy cows and enhancing support for large-scale breeding enterprises [18] Company Focus - Feilong Co., Ltd. is expanding into the robotics industry, collaborating with several vehicle manufacturers on product development [20] - Yonghui Supermarket plans to raise up to 3.992 billion yuan through a private placement for store upgrades and logistics improvements [21] - WuXi AppTec is issuing new H-shares at a price of 104.27 HKD per share, aiming to raise approximately 7.7 billion HKD [23] - China Shipbuilding Emergency Response received a warning and a fine of 4 million yuan for information disclosure violations, with its stock being marked as ST [25] - Hongxiang Co., Ltd.'s actual controller has been released on bail [27] - A stock of Upwind New Materials has been suspended for review after a 1083.42% increase in price over 16 trading days [29] - CATL reported a net profit of 30.5 billion yuan for the first half of 2025, a 33% year-on-year increase [31] - XGIMI expects a 2062.33% increase in net profit for the first half of 2025 [33] - Zhiwei Intelligent reported a net profit of 102 million yuan for the first half of 2025, an 80.08% increase [34] - Jinhai Biological reported a net profit of 138 million yuan for the first half of 2025, a 51.52% increase [34] - Lideman is planning to acquire control of Xiansheng Xiangrui [36] - San Chao New Materials is planning a change in control, with stock suspension starting July 31 [36] - Digital Certification will change its controlling shareholder to Beijing Data Group [37] - Jin Orange is planning to acquire 55% of Samit [37] - Taotao Vehicle announced a strategic cooperation agreement with Yushu Technology for market expansion in robotics [38] - China State Construction recently secured 9 major projects totaling 28.33 billion yuan [40] - Yangtze Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project [42] - Changying Precision has established partnerships with several leading humanoid robot brands [44]

Group 1 - The core viewpoint of the news is that Feilong Co., Ltd. is experiencing growth in its performance due to stable raw material prices, optimized product structure, and improved management, with a focus on expanding its overseas market presence and entering the humanoid robot business [1] - Feilong Co., Ltd. has an annual production capacity that includes 8 million mechanical pumps, 4.6 million exhaust manifolds, 8 million volutes, 1.2 million oil pumps, and over 8 million new energy thermal management components [1] - The company has established a global layout with its first overseas smart factory, Longtai Company, which began trial production on June 26, 2025, aimed at mitigating international trade risks and enhancing supply chain resilience [1] Group 2 - Ruida Fund, established in 2020, has an asset management scale of 0.89 billion yuan, ranking 205 out of 210 in total public funds [2] - The best-performing public fund product under Ruida Fund in the past year is the Ruida Advanced Manufacturing Mixed Fund, which has a latest unit net value of 1.45 and a growth of 83.47% over the past year [2]

Group 1 - The core viewpoint of the article highlights that Feilong Co., Ltd. is experiencing significant growth in its performance due to stable raw material prices, optimized product structure, and enhanced management practices [1] - Feilong Co., Ltd. has an annual production capacity that includes 8 million mechanical pumps, 4.6 million exhaust manifolds, 8 million volutes, 1.2 million oil pumps, and over 8 million new energy thermal management components [1] - The company has established a global presence with overseas supply of volutes, exhaust manifolds, mechanical pumps, and electronic pumps, serving over 50 clients including BorgWarner and Cummins [1] Group 2 - Longtai Company, composed of employees from China and Thailand, has secured overseas orders and is collaborating with General Motors, Ford, and Cummins, while continuously expanding into the Southeast Asian market [1] - The company believes that the growth in overseas revenue is sustainable and is accelerating its layout in humanoid robotics by providing core components and liquid cooling solutions [1] - Longtai Company completed trial production on June 26, 2025, marking the establishment of the company's first overseas smart factory, which will effectively mitigate international trade risks and enhance supply chain resilience [1]

证券之星消息，根据天眼查APP数据整理，近日，安徽航逸科技有限公司成立，法定代表人为孙耀忠， 注册资本5000万元，经营范围包含：一般项目：信息系统集成服务;智能控制系统集成;数字技术服务;通 信设备制造;通用设备制造(不含特种设备制造);专用设备制造(不含许可类专业设备制造);智能机器人的 研发;云计算设备制造;制冷、空调设备制造;通用零部件制造;泵及真空设备制造;电子(气)物理设备及其 他电子设备制造;电子专用设备制造;计算机软硬件及外围设备制造;电子元器件与机电组件设备制造;计 算器设备制造;电力设施器材制造;机械电气设备制造;城市轨道交通设备制造;船用配套设备制造;机械设 备研发;家用电器制造;环境保护专用设备制造;进出口代理;技术进出口;货物进出口(除许可业务外，可自 主依法经营法律法规非禁止或限制的项目)。天眼查APP股权穿透显示，该公司由飞龙股份全资持股。 数据来源：天眼查APP ...