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减持速报 | 赫美集团(002356.SZ)大股东计划减持3%,海天瑞声(688787.SH)多股东拟集体减持
Xin Lang Cai Jing· 2025-07-01 01:47
Group 1 - Aike Cyber (688719.SH) shareholders Dachen Chuangtong and Dachen Chuanghong reduced their holdings by 2,298,151 shares, accounting for 1.99% of the total share capital, and did not complete the planned reduction [1] - Benchuan Intelligent (300964.SZ) controlling shareholder Dong Xiaojun reduced his holdings by 355,787 shares, accounting for 0.4582% of the total share capital, bringing his shareholding down to 21.64% [1] - Changlian Co., Ltd. (603648.SH) completed its reduction plan by selling 3,624,050 shares, which is 1% of the total share capital [1] Group 2 - Chuan Yi Technology (002866.SZ) controlling shareholder Zou Weimin and his concerted party reduced their holdings, with Zou's shareholding dropping to 48.53% [2] - Daoshi Technology (300409.SZ) controlling shareholder Rong Jihua plans to reduce his holdings by up to 15,416,611 shares, accounting for 1.97% of the total share capital [2] - Electric Alloy (300697.SZ) completed its reduction plan by selling 2,741,390 shares, which is 0.63% of the total share capital [2] Group 3 - Fujirei (688272.SH) shareholders Suzhou Kongkong, Suzhou Zhaorong, and Shanghai Zhaoren reduced their holdings by 1,215,618 shares, 1,463,490 shares, and 44,944 shares, accounting for 1.60%, 1.93%, and 0.06% of the total share capital respectively [3] - Gaoweida (300465.SZ) controlling shareholder Yingtan Yinggao Investment Consulting Co., Ltd. reduced its holdings by 4,261,700 shares, accounting for 0.96% of the total share capital, bringing its shareholding down to 22.00% [3] - Haizheng Materials (688203.SH) shareholder Sinopec Capital plans to reduce its holdings by up to 3,525,600 shares, accounting for 1.74% of the total share capital [3] Group 4 - Hangyu Micro (300053.SZ) shareholder Yan Jun reduced his holdings by 3,930,000 shares, accounting for 0.56% of the total share capital [4] - He Shi Eye Hospital (301103.SZ) shareholder Advanced Manufacturing Industry Investment Fund plans to reduce its holdings by up to 3,106,074 shares, accounting for 2% of the total share capital [4] - He Yuan Gas (002971.SZ) shareholder Baishide Chuangye completed its reduction plan by selling 854,064 shares, which is 0.415% of the total share capital [4] Group 5 - Huaren Health (301408.SZ) shareholder Saifu Investment reduced its holdings by 2,107,696 shares, accounting for 0.53% of the total share capital [5] - Jiangsu Boyun (301003.SZ) shareholder Gong Wei reduced his holdings by 1,558,900 shares, accounting for 1.57% of the total share capital [5] - Jeya Co., Ltd. (301108.SZ) shareholders Mingyuan Fund and its concerted party did not reduce their holdings, and the reduction plan period expired [5] Group 6 - Longxin General (603766.SH) directors plan to reduce their holdings by up to 350,000 shares and 100,000 shares, accounting for 0.0170% and 0.0049% of the total share capital respectively [6] - Ruchuang Micro-Nano (688002.SH) shareholder Li Weicheng plans to reduce his holdings by up to 8,000,000 shares, accounting for 1.75% of the total share capital [6] - Shilan Micro (600460.SH) shareholder Luo Huabing plans to reduce his holdings by up to 500,000 shares, accounting for 0.03005% of the total share capital [6] Group 7 - Tongfu Microelectronics (002156.SZ) shareholder National Integrated Circuit Industry Investment Fund reduced its holdings by 15,175,969 shares, accounting for 1% of the total share capital [7] - Wangzi New Materials (002735.SZ) controlling shareholder Wang Jinjun reduced his holdings by 9,717,874 shares, accounting for 2.54% of the total share capital [7] - Xingye Co., Ltd. (603928.SH) shareholder Shen Genzhen reduced his holdings by 2,620,000 shares, accounting for 1.00% of the total share capital [7] Group 8 - Yikang Co., Ltd. (301085.SZ) controlling shareholder concerted party reduced its holdings by 633,700 shares, accounting for 0.73% of the total share capital [8] Group 9 - Yiming Pharmaceutical (002826.SZ) major shareholder Zhou Zhan reduced his holdings by 3,586,777 shares, accounting for 1.88% of the total share capital [9] - Yiming Pharmaceutical (002826.SZ) director Xi Ke reduced his holdings by 283,862 shares, accounting for 0.15% of the total share capital [9] - Youyan Powder Materials (688456.SH) concerted party reduced its holdings by 1,030,000 shares, accounting for 0.99% of the total share capital [9] Group 10 - Zhongma Transmission (603767.SH) directors plan to reduce their holdings through block trading and centralized bidding [10] - Zhongqi Co., Ltd. (301215.SZ) shareholder Jiangsu Yueda Group did not reduce its holdings, and the reduction plan period expired [10]
飞龙股份: 关于公司控股股东减持股份的预披露公告
Zheng Quan Zhi Xing· 2025-06-30 16:44
Core Viewpoint - The controlling shareholder of Feilong Automotive Parts Co., Ltd., Henan Wanxi Holdings Co., Ltd., plans to reduce its shareholding in the company by up to 5,632,461 shares, accounting for 0.9799% of the total share capital, within three months from the announcement date [1][2]. Group 1: Shareholder Information - Henan Wanxi Holdings Co., Ltd. holds 193,608,232 shares, representing 33.6835% of the total share capital of Feilong Automotive Parts Co., Ltd. [1]. - The reduction plan will be executed through block trading or centralized bidding [1]. Group 2: Reduction Plan Details - The maximum number of shares to be reduced is 5,632,461, which is 0.9799% of the total share capital [2]. - The reduction will not occur during periods prohibited by laws and regulations [2]. Group 3: Compliance and Documentation - The company will ensure compliance with relevant regulations and will disclose the progress of the reduction plan as required [2]. - The reduction plan is documented in a notice issued by Henan Wanxi Holdings Co., Ltd. [3].
飞龙股份:宛西控股拟减持不超0.9799%公司股份
news flash· 2025-06-30 13:31
Core Viewpoint - The controlling shareholder of Feilong Co., Ltd. (002536), Wanxi Holdings, plans to reduce its stake in the company by up to 5.6325 million shares, representing approximately 0.9799% of the total share capital, within three months after fifteen trading days from the announcement date [1] Summary by Relevant Categories Shareholder Actions - Wanxi Holdings intends to reduce its shareholding through block trades or centralized bidding [1] - The maximum number of shares to be sold is 5.6325 million [1] - The reduction will account for about 0.9799% of the company's total share capital [1]
飞龙股份(002536) - 关于公司控股股东减持股份的预披露公告
2025-06-30 13:30
证券代码:002536 证券简称:飞龙股份 公告编号:2025-055 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 193,608,232 股(占公司总股本比例 33.6835%)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 大宗交易或集中竞价方式减持公司股份不超过 5,632,461 股(占公司总股本比例 0.9799%)。 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。截止公告披露日,持有公司股份 193,608,232 股,占公司总股本比例 33.6835%。 二、本次减持计划的主要内容 1、减持原因:自身资金需求。 5、减持期间:自本公告披露之日起 15 个交易日后的 3 个月内,根据 ...
飞龙股份(002536) - 002536飞龙股份投资者关系管理信息20250630
2025-06-30 10:28
Company Overview - Feilong Automotive Parts Co., Ltd. has over 70 years of development history, established in 1952, focusing on thermal management system solutions [1] - The company has two main development phases: - Before 2017: Focused on R&D, production, and sales of automotive thermal management components such as mechanical water pumps and turbocharger housings [2] - From 2017 to present: Expanded into non-automotive sectors while continuing to develop automotive thermal management products [2] Product Development and Market Presence - The company has established four R&D centers in Shanghai, Wuhu, Neixiang, and Xixia, with a focus on new energy thermal management components [2] - Products are sold nationwide and exported to over 300 factories globally, serving more than 200 domestic and international clients [2][3] Market Performance - The company's turbocharger housing product has ranked among the top in domestic sales and was recognized as a manufacturing champion by the Ministry of Industry and Information Technology in 2024 [2] - The average price of electronic pumps and temperature control valves in the consumer market is slightly higher than in the automotive market due to higher technical barriers [3] Customer Structure and Sales Strategy - The automotive client base includes well-known domestic and international manufacturers, with over 200 clients and service to more than 300 factories [3] - The sales strategy for new energy thermal management products focuses on two core areas: - Electronic water pumps with a product matrix covering 13W to 40KW and compatibility with 12V to 1500V platforms [4] - Customized temperature control valves based on client needs [4] Future Directions and Competitive Advantages - The company is actively developing its robotics sector, leveraging existing thermal management products to penetrate this market [4] - Competitive advantages in the consumer sector include: - First-mover advantage with nearly 10 years of experience and substantial technical reserves [4] - A strong client network with over 70 established relationships [4] - Diverse application scenarios in various fields such as automotive, charging stations, 5G base stations, and more [4]
飞龙股份(002536) - 关于使用暂时闲置募集资金进行现金管理到期赎回的公告
2025-06-27 08:45
证券代码:002536 证券简称:飞龙股份 公告编号:2025-054 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到期赎回的公告 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"或"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》《上海证券报》和巨潮资讯网(www.cninf ...
紧抓行业发展机遇 飞龙股份积极布局服务器液冷赛道
Zheng Quan Ri Bao Wang· 2025-06-20 12:44
Core Viewpoint - Feilong Automotive Parts Co., Ltd. is leveraging its advantages in automotive thermal management to expand into the server liquid cooling market, aiming to enhance profitability and capture market share [1][2]. Group 1: Company Strategy and Market Position - The company has transitioned from automotive thermal management to the server liquid cooling sector, utilizing its expertise in electronic water pumps and temperature control valves [1][2]. - Feilong has established connections with approximately 70 targeted clients in the server liquid cooling field, with over 100 ongoing projects, some of which are already in mass production [1][2]. - The company is actively expanding its production capacity and exploring international markets, including a new production facility in Thailand expected to start trial production by the end of June [2][3]. Group 2: Market Growth and Opportunities - The liquid cooling technology is gaining traction due to the rapid growth of the computing power market, with IDC forecasting a compound annual growth rate of 46.8% for China's liquid cooling server market from 2024 to 2029, reaching a market size of $16.2 billion by 2029 [1]. - Feilong's recent increase in orders for civilian sector products indicates a positive growth trajectory, with expectations for continued growth in customer base and orders over the next two years [3]. - The company has made significant market breakthroughs by securing orders from a globally recognized power electronics and energy management solutions provider, marking a key advancement in the high-power water pump sector [3].
辉立证券:首次覆盖飞龙股份给予增持评级,目标价16.6元
Zheng Quan Zhi Xing· 2025-06-19 01:24
Company Overview - Feilong Automotive Components Co., Ltd. is a leading enterprise in the automotive thermal management sector in China, established in 2001, with strong growth in both traditional and new energy sectors [1] - The company focuses on a dual-line penetration strategy in "automotive + general industry," targeting non-automotive fields such as 5G base stations, AI computing centers, new energy storage, hydrogen equipment, and high-end agricultural machinery [1] Client Base - The company has over 200 domestic and international clients, with more than 130 clients in the new energy sector, serving over 300 global factory bases [2] - Major domestic clients include Chery, Seres, Great Wall Motors, and Geely, while international clients include BorgWarner, Cummins, and Daimler [2] Financial Performance - From 2007 to 2024, the company's total revenue compound annual growth rate (CAGR) is 13.7%, with projected revenue of 4.723 billion yuan in 2024, a year-on-year increase of 15.34% [3] - Revenue from engine thermal management components is expected to grow by 19.4%, while new energy-related components are projected to grow by 40.44%, becoming the main growth driver [3] - In Q1 2025, revenue decreased by 10.55% to 1.11 billion yuan, but net profit increased by 3.06% to 123 million yuan, with a gross margin improvement of 4.84 percentage points to 25.33% [3] Traditional Business Stability - The traditional business, particularly the turbocharger shell, benefits from the increasing penetration of hybrid models and export growth, with 2024 sales expected to exceed 5 million units, a year-on-year increase of 27.64% [4] - The turbocharger shell currently accounts for over 45% of the company's revenue, with a market share of 20% and an existing casting capacity of 8 million units [4] - The mechanical water pump, a core product, holds a market share of 25% and has been recognized as a manufacturing champion product since 2020 [4] New Energy and Non-Automotive Expansion - Revenue from new energy and non-automotive sectors is projected to reach 526 million yuan in 2024, a year-on-year increase of 40.44% [5] - The company's electronic water pump, with a power range of 13W-3500W, has a production capacity of 5.6 million units and is expected to capture over 10% market share in 2024 [5] - A recent order with BYD for 500,000 electronic oil pumps is expected to contribute 160 million yuan in sales revenue over its lifecycle, enhancing future revenue growth [5] Capacity Expansion and International Operations - The company is expanding its production capacity in the new energy thermal management sector, with the second phase of its Zhengzhou and Wuhu factories set to achieve large-scale production [6] - The expected annual production capacity for new energy thermal management components could reach 8 million units, sufficient to meet the needs of approximately 1.2 million new energy vehicles [6] - The Thai subsidiary, Longtai Automotive Components (Thailand) Co., Ltd., is under construction with an investment of about 500 million yuan, expected to start trial production by mid-2025 and achieve full production by the end of 2025 [6] Investment Outlook - The company's dual-line strategy is anticipated to continue releasing performance elasticity with the increasing penetration of new energy vehicles and the growing demand for liquid-cooled servers [7] - Earnings per share are projected to be 0.75, 0.98, and 1.11 yuan for 2025, 2026, and 2027 respectively, with a target price of 16.6 yuan based on a 21 times price-to-earnings ratio for 2025 [7]
【立方早知道】巴奴递表港交所/创新药赛道迎重磅利好/最高100亿元!美的集团再抛回购方案
Sou Hu Cai Jing· 2025-06-17 00:36
Group 1: Company Developments - Banu International Holdings Limited submitted its listing application to the Hong Kong Stock Exchange, reporting revenues of 5.639 billion RMB in Q1 2024 and 7.087 billion RMB in Q1 2025, with adjusted net profits of 575 million RMB and 767 million RMB respectively [1] - Midea Group announced a share repurchase plan with a maximum amount of 10 billion RMB and a minimum of 5 billion RMB, aiming to repurchase up to 1 billion shares, which is approximately 1.30% of the total issued shares [6] - *ST Zhongdi plans to transfer its real estate development assets and liabilities to its controlling shareholder for 1 RMB, focusing on property services and asset management for strategic transformation [7] - Muyuan Foods announced that its application for H-share issuance has been accepted by the China Securities Regulatory Commission [8] - *ST Jiuyou's stock will be delisted, with the Shanghai Stock Exchange initiating the delisting process due to significant reporting violations, including a fine of 8.5 million RMB [10] - Weir Shares will change its name to Haowei Group, effective June 20, 2025 [11] - Three squirrels terminated the acquisition of Hunan Ailing Food Technology due to failure to reach agreement on core terms [12] - Bohai Automobile plans to acquire stakes in four automotive parts companies through a combination of share issuance and cash payments [13] - Zhujiang Beer elected a new chairman, Huang Wensheng, following the retirement of the previous chairman [14] Group 2: Industry Trends - The National Medical Products Administration announced measures to support innovative drug development, including a 30-day review process for clinical trial applications [3] - Guangdong Province aims to cultivate 3-5 leading enterprises in the nuclear medicine industry by 2030, enhancing innovation capabilities and establishing a competitive industry cluster [5] - The National Radio and Television Administration is implementing regulations to improve user experience in internet television services, addressing issues related to automatic renewal and user complaints [4] - Shanshui Technology plans to invest 6 billion RMB in a new chemical materials project, expected to generate an annual output value of 8 billion RMB upon completion [19]
飞龙股份(002536) - 关于获得客户订单的自愿性信息披露公告
2025-06-16 09:00
证券代码:002536 证券简称:飞龙股份 公告编号:2025-053 飞龙汽车部件股份有限公司 关于获得客户订单的自愿性信息披露公告 订单通知及相关资料 特此公告。 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董事会 一、基本情况 飞龙汽车部件股份有限公司(以下简称"公司")近日成功获得中国台湾某 全球知名电力电子与能源管理解决方案提供商(因保密协议,不便透露)及金運 科技股份有限公司的小量订单通知,将为其提供大功率数据中心专用电子水泵, 终端用户涵盖国际领先云服务提供商(CSP)。该产品采用创新型集成式水冷电 机技术,突破传统风冷散热局限,并具备极致小型化设计与超长使用寿命特性。 公司将严格按约定履行,确保订单按期高质量交付。 二、对公司的影响 公司同时获得这两家客户的订单,充分体现了客户对公司核心技术实力、卓 越产品品质及规模化交付能力的高度认可。此次合作不仅标志着公司在大功率水 泵领域实现重大市场突破,更代表公司在全球数据中心液冷赛道取得关键性进展, 对公司数据中心液冷领域业务的增长及持续盈利能力提升产生积极影响。 三、风 ...