证券代码：002536 证券简称：飞龙股份 公告编号：2025-087 飞龙汽车部件股份有限公司 关于公司控股股东减持股份的预披露公告 公司控股股东河南省宛西控股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。 特别提示： 持有飞龙汽车部件股份有限公司（以下简称"公司"）股份 187,975,771 股（占公司总股本比例 32.7036%）的公司控股股东河南省宛西控股股份有限公 司（以下简称"宛西控股"）计划自公告之日起十五个交易日后的三个月内，以 大宗交易方式减持公司股份不超过 11,495,700 股（减持比例不超过公司总股本 的 2.0000%）。 公司于近日收到宛西控股出具的《股份减持计划告知函》。现将具体情况公 告如下： 一、控股股东的基本情况 宛西控股为公司控股股东。截至公告披露日，持有公司股份 187,975,771 股，占公司总股本比例 32.7036%。 二、本次减持计划的主要内容 2、股份来源：公司首次公开发行股票上市前宛西控股持有的股份。 3、拟减持股份数量及占公司总股本比例 ...

Core Viewpoint - Feilong Co., Ltd. (002536.SZ) is actively engaging in multiple projects with HP, with some projects already in mass production and supply [1] Group 1: Company Developments - The company is open to collaboration with high-quality domestic and international clients and suppliers in various fields, including automotive, charging piles, liquid cooling, and energy storage [1] - Currently, several projects with HP are underway, indicating ongoing business expansion and operational activity [1]

Core Viewpoint - The article emphasizes the development strategy of Xixia County in Nanyang, Henan Province, focusing on high-quality industrial growth and employment generation to enhance the wealth and strength of the county during the 14th Five-Year Plan period [3][4]. Industrial Development - Xixia County aims to achieve an industrial economic total exceeding 80 billion yuan in 2024, marking a 64% increase from the end of the 13th Five-Year Plan, with industrial added value growing by 77% and industrial tax revenue increasing by 60% [3]. - The county's industrial economy contributed 62% to the regional GDP, 79% to fiscal revenue, and 42% to employment in the first half of the year [3]. Key Industries and Projects - The county has identified and is cultivating key industries, including special steel materials, with the Henan Longcheng Group as a representative enterprise [5]. - Xixia County's special steel materials industry cluster was included in the Ministry of Industry and Information Technology's list of characteristic industrial clusters for small and medium-sized enterprises [5]. - The county has developed a comprehensive industrial cluster that includes special steel production, iron ore and graphite mining, metallurgy, and green construction [5][6]. Innovation and Technology - Xixia County is focusing on innovation as a key driver for industrial upgrading, with a high coverage rate of R&D activities among industrial enterprises [8]. - The county has established 13 smart factories and is promoting digital transformation across manufacturing enterprises [8]. Green Development - The county is committed to green and low-carbon development, prohibiting the addition of new production capacity in certain industries and promoting green upgrades in steel and metallurgy [9]. - Xixia County has established several national and provincial-level green factories and is actively promoting green supply chain management [9]. Business Environment - The county is enhancing its business environment through administrative reforms, reducing project approval times by over 15%, and implementing a "one-stop" service model [11]. - Xixia County has created a tailored policy package for enterprises and established a system for supporting key enterprises [12]. Future Outlook - Looking ahead to the 15th Five-Year Plan, Xixia County plans to continue nurturing its characteristic industries and accelerate industrial transformation to contribute to high-quality economic development [12].

Core Viewpoint - The company, Feilong Co., Ltd. (002536), has reported an increase in orders for its liquid cooling products and anticipates continued growth in this sector over the next two years [1] Group 1 - The company has seen a recent increase in orders for its liquid cooling products [1] - The company expects a sustained growth in customers and orders in the liquid cooling sector over the next two years [1] - The company is actively expanding its overseas market for server liquid cooling through clients in Taiwan while solidifying its domestic market [1]

Core Viewpoint - Feilong Co., Ltd. (002536) announced on November 18 that its gross profit margin is expected to increase year-on-year in the first three quarters of 2025 due to several key factors [1] Group 1 - The first reason for the increase in gross profit margin is the relative stability of raw material prices [1] - The second reason is the optimization of product structure, which enhances market competitiveness [1] - The third reason is the strengthening of internal management, including the comprehensive implementation of VA/VE projects, leading to systematic cost reductions through improved production efficiency and refined operations [1]

Core Viewpoint - Feilong Co., Ltd. has announced the completion of its first overseas smart factory in Thailand, which is a significant step in the company's global expansion strategy [1] Group 1: Global Expansion Strategy - The Thailand production base, completed on June 26, 2025, will serve as a strategic hub for the company's global operations [1] - The company aims to leverage the Thailand facility to expand its business in Southeast Asia and enhance its global presence [1] Group 2: Risk Mitigation - By relocating some export operations to Thailand, the company can effectively mitigate international trade risks and adapt to shifts in North American orders [1] - The new production base will enhance the resilience of the global supply chain and help counteract geopolitical fluctuations and potential impacts from U.S.-China trade relations [1] Group 3: Future Capacity Adjustments - The company plans to adjust and increase production capacity based on the development trends in the global liquid cooling sector and customer demand [1]

Core Viewpoint - Feilong Co., Ltd. (002536) announced on November 18 that while there is a general decline in annual customer numbers in the new energy vehicle sector, the situation remains within a normal range, and the company is actively communicating and coordinating with its clients to address its development needs [1] Summary by Category - **Company Performance** - Feilong Co., Ltd. reported a general decline in annual customer numbers in the new energy vehicle sector [1] - The company stated that this decline is within a normal range [1] - **Client Relations** - The company is actively engaging in communication and coordination with clients to align with its development needs [1]

Core Viewpoint - Feilong Co., Ltd. (002536) announced on November 18 that its self-manufacturing rate for electronic pump series products exceeds 95%, with components such as injection molding, motors, and chip placement all produced in-house [1] Group 1 - The company has achieved a self-manufacturing rate of over 95% for its electronic pump series products [1] - Key components including injection molding, motors, and chip placement are all self-manufactured by the company [1]

Core Viewpoint - Feilong Co., Ltd. (002536) announced on November 18 that its thermal management integrated module products are widely used in the automotive sector and will gradually expand into various civilian thermal management scenarios based on its strategic development plan [1] Group 1: Product Applications - The company's thermal management integrated module series is currently applied in the automotive field [1] - Future expansions will include applications in server liquid cooling, data center (IDC) liquid cooling, artificial intelligence, and charging station liquid cooling [1] Group 2: Strategic Development - The company plans to extend its product applications to numerous cutting-edge fields such as robotics, 5G base stations and communication equipment, hydrogen energy liquid cooling, and wind and solar energy storage liquid cooling [1] - Additional areas for potential growth include power equipment, modern agricultural machinery, large industrial machinery liquid cooling, and low-altitude economy [1]

Core Viewpoint - Feilong Co., Ltd. (002536) emphasizes its competitive edge in automotive thermal management integrated modules through a systematic "integration" design concept, which replaces traditional multi-component solutions, enhancing assembly efficiency and space utilization while optimizing overall system performance [1] Group 1: Product and Technology - The integrated design approach not only represents a technological upgrade but also reconstructs industry value, providing customers with comprehensive gains in efficiency, space, and performance [1] - The current advantages are translating into market results, with multiple projects entering a ramp-up phase and scale effects gradually being released [1] Group 2: Strategic Outlook - Looking ahead, the company plans to deepen the integrated module industry chain and value chain, building a strong technological moat [1] - The strategic transformation aims to shift the company from a core component expert to a system solution provider [1]