截至9月19日，飞龙股份股东户数11.00万，较上期减少6.78%；人均流通股4949股，较上期增加7.27%。 2025年1月-6月，飞龙股份实现营业收入21.62亿元，同比减少8.67%；归母净利润2.10亿元，同比增长 14.49%。 分红方面，飞龙股份A股上市后累计派现10.74亿元。近三年，累计派现5.02亿元。 机构持仓方面，截止2025年6月30日，飞龙股份十大流通股东中，香港中央结算有限公司位居第六大流 通股东，持股331.39万股，相比上期减少272.20万股。鹏华创新未来混合(LOF)（501205）位居第七大 流通股东，持股247.52万股，为新进股东。 责任编辑：小浪快报 9月30日，飞龙股份跌1.46%，成交额5.30亿元。两融数据显示，当日飞龙股份获融资买入额4493.43万 元，融资偿还8366.76万元，融资净买入-3873.33万元。截至9月30日，飞龙股份融资融券余额合计9.97 亿元。 融资方面，飞龙股份当日融资买入4493.43万元。当前融资余额9.97亿元，占流通市值的7.11%，融资余 额超过近一年80%分位水平，处于高位。 融券方面，飞龙股份9月30日融券偿还0. ...

Core Viewpoint - The company is expanding its production capacity in Thailand, primarily targeting overseas customers with engine thermal management products and new energy thermal management products [1] Group 1 - The planned production capacity at the Thailand facility will be flexible and adjusted based on customer demand once it officially commences operations [1]

Core Viewpoint - Feilong Co., Ltd. is focusing on the liquid cooling sector, with current products including electronic pumps and temperature control valves, and plans to expand into integrated module products in the future [1] Product Development - The company currently emphasizes cold plate liquid cooling technology while actively advancing the research and application of immersion liquid cooling technology [1]

Core Viewpoint - The company has approved the continued use of temporarily idle raised funds and self-owned funds for cash management to enhance the efficiency of fund utilization [1][2] Group 1: Cash Management Approval - 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 [1] - The approved amount is valid for 12 months from the date of board approval and can be used in a rolling manner within the specified limits [1] Group 2: Redemption of Cash Management Products - On August 12, 2025, Zhengzhou Flying Dragon used RMB 25.5 million and Wuhu Flying Dragon used RMB 31.5 million to purchase structured deposits from the Bank of China [3] - On August 13, 2025, Zhengzhou Flying Dragon used RMB 24.5 million and Wuhu Flying Dragon used RMB 29.5 million for similar purchases [3] - The cash management products have matured, and the company has redeemed a total of RMB 50 million from Zhengzhou Flying Dragon and RMB 61 million from Wuhu Flying Dragon, with total earnings exceeding RMB 200,000 [3]

Summary of Key Points Core Viewpoint - On September 24, Feilong Co., Ltd. experienced a decline of 7.21% in stock price, with a trading volume of 1.609 billion yuan, indicating market volatility and investor sentiment concerns [1]. Financing and Trading Data - On the same day, the financing buy-in amount for Feilong was 162 million yuan, while the financing repayment was 177 million yuan, resulting in a net financing outflow of 15.4 million yuan [1]. - As of September 24, the total margin trading balance for Feilong stood at 1.11 billion yuan, accounting for 7.62% of its circulating market value, which is above the 90th percentile of the past year, indicating a high level of leverage [1]. - In terms of securities lending, there were no shares repaid or sold on September 24, with a remaining short position of 100 shares and a short balance of 2,535 yuan, also above the 70th percentile of the past year [1]. Company Overview - Feilong Automotive Parts Co., Ltd. was established on January 9, 2001, and went public on January 11, 2011. The company specializes in the research, development, manufacturing, and sales of automotive parts [1]. - The revenue composition of the company includes: 48.69% from automotive engine thermal management energy-saving and emission-reduction components, 38.78% from important thermal management components, 8.57% from new energy thermal management components, 1.90% from liquid cooling thermal management components, 1.71% from other non-engine automotive parts, and 0.35% from other supplementary products [1]. Shareholder and Financial Performance - As of September 19, the number of shareholders for Feilong was 110,000, a decrease of 6.78% from the previous period, while the average circulating shares per person increased by 7.27% to 4,949 shares [2]. - For the first half of 2025, Feilong reported a revenue of 2.162 billion yuan, a year-on-year decrease of 8.67%, while the net profit attributable to the parent company was 210 million yuan, reflecting a year-on-year increase of 14.49% [2]. Dividend and Institutional Holdings - Since its A-share listing, Feilong has distributed a total of 1.074 billion yuan in dividends, with 502 million yuan distributed over the past three years [3]. - As of June 30, 2025, among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 3.3139 million shares, a decrease of 2.722 million shares from the previous period, while Penghua Innovation Future Mixed Fund (501205) entered as a new shareholder with 2.4752 million shares [3].

Group 1 - The company is making orderly progress in the development of robotic products in collaboration with automotive manufacturers [2] - The company will disclose information in a timely manner if it meets the disclosure standards [2] Group 2 - The company is expanding its capabilities in thermal management and joint module components [2]

Group 1 - The A-share market has seen a pullback in robotics concept stocks, with significant declines in several companies [1] - Haon Automotive and Electric fell over 9%, while Lihexing and Wanma shares dropped over 8% [1] - Other companies such as Wolong Electric Drive, Feilong Shares, and Fulongma experienced declines exceeding 7% [1] Group 2 - Jinfa Technology, Chuanrun Shares, and Lingyun Light fell over 6% [1] - New Asia Electronics and Zhaolong Interconnect saw declines of over 5% [1]

Group 1 - The liquid cooling server index experienced a decline of 2.04%, indicating a broad downturn among constituent stocks [1] - Individual stocks such as Hongfu Hanhai, Yingweike, Kexin Innovation Source, Feilong Co., and Tenglong Co. saw significant drops, with declines of 6.30%, 5.96%, 5.82%, 4.83%, and 4.76% respectively [1]

Core Insights - Feilong Co., Ltd. (002536) reported that as of September 19, 2025, the number of shareholders has exceeded 110,000 [1] Company Summary - The company has engaged with investors through an interactive platform, indicating a proactive approach to shareholder communication [1]

Core Insights - The company Feilong Co., Ltd. (002536) has reported active engagement in the server liquid cooling thermal management product sector, with over 40 clients and more than 60 ongoing projects [1] Group 1 - The company has established connections with notable clients including HP, Shunling Environment (301018), Yaho Electronics, Delta, Jinyun, Weidi, Haiwu, Shenzhen Xingqihong, Invech (002837), Wanbang Digital, and Shuguang Digital Innovation [1] - Some projects have already begun small-scale supply, indicating progress in product deployment [1]