公司发布的三季报数据显示，前三季公司共实现营业收入32.37亿元，同比下降7.38%，实现净利润2.87 亿元，同比增长7.54%，基本每股收益为0.5000元，加权平均净资产收益率8.57%。 （原标题：飞龙股份股东户数环比下降10.00% 今日大涨3.74%） 飞龙股份1月5日披露，截至12月31日公司股东户数为90000户，较上期（12月20日）减少10000户，环比 降幅为10.00%。 证券时报•数据宝统计，截至发稿，飞龙股份收盘价为30.81元，上涨3.74%，本期筹码集中以来股价累 计上涨7.43%。具体到各交易日，6次上涨，3次下跌。 机构评级来看，近一个月该股获2家机构买入评级。预计目标价最高的是中金公司，12月24日中金公司 发布的研报给予公司目标价35.78元。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 ...

Group 1 - The company, Feilong Co., stated that as of December 31, 2025, it expects to have over 90,000 shareholders [2]

1月5日，飞龙股份收涨3.74%，收盘价为30.81元，发生1笔大宗交易，合计成交量7.7万股，成交金额 205.82万元。 第1笔成交价格为26.73元，成交7.70万股，成交金额205.82万元，溢价率为-13.24%，买方营业部为中信 建投证券股份有限公司北京望京证券营业部，卖方营业部为申万宏源证券有限公司南阳新华西路证券营 业部。 进一步统计，近3个月内该股累计发生28笔大宗交易，合计成交金额为1.59亿元。该股近5个交易日累计 下跌8.17%，主力资金合计净流出11.24亿元。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 责任编辑：小浪快报 ...

Summary of Key Points Core Viewpoint - On January 5, Feilong Co., Ltd. executed a block trade of 77,000 shares at a price of 26.73 yuan, which represents a discount of 13.24% compared to the market closing price of 30.81 yuan [1]. Group 1: Trade Details - The total transaction amount for the block trade was 2.0582 million yuan, accounting for 0.1% of the total trading volume on that day [1]. - The buyer of the shares was CITIC Securities Co., Ltd., while the seller was Shenwan Hongyuan Securities Co., Ltd. [2].

Group 1 - The SW auto parts index increased by 2.91% this week, ranking first in the SW automotive sector, with a year-to-date increase of 42.58% since the beginning of 2025 [2][3] - The latest trading day PE (TTM) for the SW auto parts index is at the 79.44% historical percentile, while the PB (LF) is at the 75.50% historical percentile [3] - The robot index rose by 3.73% this week, with a year-to-date increase of 62.08% since the beginning of 2025, outperforming the SW auto parts index by 0.83% [2][3] Group 2 - Key companies' weekly changes include Silver Wheel Co., which invested 380 million yuan in Sichuan Silver Wheel for capacity construction of water-cooled plates and front-end modules, expected to reach production capacity by 2029 [3] - Huada Technology announced a mid-term dividend plan for 2025, proposing a cash dividend of 0.15 yuan per share (tax included), totaling 70.46 million yuan [3] - Fuda Co. completed the transfer of 25% equity in Guilin Fuda Alfin for 48 million yuan [3] Group 3 - The top five companies by weekly increase are Xinquan Co. (+14.05%), Beite Technology (+11.64%), Top Group (+8.26%), Daimai Co. (+8.01%), and New Coordinates (+7.97%) [4] - Investment recommendations for auto parts focus on product-oriented companies and those entering high-value sectors, prioritizing potential leaders with production capacity in Europe, North America, and Southeast Asia [4] - For the robotics sector, the focus is on certainty opportunities, with the Optimus V3 expected to launch in Q1 2026, and attention on domestic applications from companies like Xiaopeng, Yushu, and Zhiyuan [4]

Industry Overview - The Chinese cooling pump industry is transitioning from traditional components to modern, intelligent key equipment, with a market size projected to reach approximately 32.7 billion yuan in 2024, representing a year-on-year growth of 5.14% [1][5] - Emerging strategic industries such as artificial intelligence, semiconductors, energy storage, and hydrogen energy are creating new demands for efficient and precise cooling systems, opening up significant incremental market opportunities [1][5] Industry Chain - The upstream of the cooling pump industry includes raw materials and components such as pump bodies, impellers, bearings, motors, cooling fluids, stainless steel, cast iron, and aluminum [4] - The downstream applications span various sectors including power, chemicals, metallurgy, automotive, data centers, new energy, energy storage, semiconductors, and aerospace [4] - The price index for stainless steel, a core raw material for cooling pumps, is projected to decline, which will reduce production costs for components like pump bodies and impellers, thereby enhancing company profit margins [4] Market Size - The cooling pump industry is currently in a critical phase of transformation, with a projected market size of approximately 32.7 billion yuan in 2024, reflecting a year-on-year growth of 5.14% [5][6] Key Companies Performance - The competitive landscape of the cooling pump industry is characterized by "leading heads and niche breakthroughs," with companies like Kaiquan Pump Industry leading in comprehensive pump solutions, and Southern Pump Industry focusing on liquid cooling pump technology [6][8] - Southern Pump Industry reported a revenue of 3.629 billion yuan in the first three quarters of 2025, marking a year-on-year increase of 1.21%, with a net profit of 284 million yuan, up 12.82% [8] - Guangdong Lingxiao Pump Industry, while a leader in plastic bathroom pumps, has a smaller market share in the data center liquid cooling market compared to Southern Pump Industry, with a revenue of 1.270 billion yuan in the first three quarters of 2025, reflecting an 8.81% year-on-year growth [11] Industry Development Trends 1. The market growth of cooling pumps will significantly depend on emerging industries such as AI, semiconductors, energy storage, and hydrogen energy, which demand higher cooling efficiency and temperature control precision [12] 2. The integration of green and intelligent technologies is becoming a core path to enhance product competitiveness, with a focus on improving energy efficiency and adopting smart technologies [13] 3. Leading cooling pump companies are transitioning from traditional component manufacturers to system solution providers, offering customized solutions and fostering closer collaboration within the industry chain [14]

Market Overview - The automotive parts sector experienced a slight decline of 0.1% on December 31, with Feilong Co. leading the losses [1] - The Shanghai Composite Index closed at 3968.84, up 0.09%, while the Shenzhen Component Index closed at 13525.02, down 0.58% [1] Top Gainers in Automotive Parts Sector - Xiangming Technology (code: 920270) saw a significant increase of 29.96%, closing at 25.68 with a trading volume of 173,100 shares and a turnover of 409 million yuan [1] - Shenda Co. (code: 600626) rose by 10.02%, closing at 4.83 with a trading volume of 641,600 shares and a turnover of 303 million yuan [1] - Suoling Co. (code: 002766) increased by 10.00%, closing at 6.05 with a trading volume of 914,200 shares and a turnover of 534 million yuan [1] Top Losers in Automotive Parts Sector - Feilong Co. (code: 002536) fell by 7.36%, closing at 29.70 with a trading volume of 895,600 shares and a turnover of 2.703 billion yuan [2] - Biaobang Co. (code: 301181) decreased by 6.99%, closing at 44.18 with a trading volume of 68,900 shares and a turnover of 310 million yuan [2] - Longmu Machinery (code: 002363) dropped by 6.48%, closing at 10.10 with a trading volume of 690,100 shares and a turnover of 698 million yuan [2] Capital Flow Analysis - The automotive parts sector experienced a net outflow of 2.851 billion yuan from institutional investors, while retail investors saw a net inflow of 2.539 billion yuan [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Chaojie Co. (code: 301005) had a net inflow of 361 million yuan from institutional investors, while retail investors experienced a net outflow of 271 million yuan [3] - Wanxiang Qianchao (code: 000559) saw a net inflow of 277 million yuan from institutional investors, with retail investors also experiencing a slight net inflow of 36.63 million yuan [3] - Suling Co. (code: 002766) had a significant net inflow of 145 million yuan from retail investors, despite a net outflow from institutional investors [3]

证券日报网讯 12月30日，飞龙股份发布公告称，公司第八届董事会第十九次会议审议通过《关于聘任 公司副总经理的议案》《关于修订公司的议案》《关于召开2026年第一次临时股东会的议案》等多项议 案，并决定将购买董高责任险事项提交2026年第一次临时股东会审议。 （文章来源：证券日报） ...

证券日报网讯12月30日，飞龙股份（002536）发布公告称，公司将于2026年1月16日召开2026年第一次 临时股东会。 ...

证券日报网讯 12月30日，飞龙股份发布公告称，公司于2025年12月30日召开第八届董事会第十九次会 议，审议通过《关于聘任公司副总经理的议案》，董事会决定聘任孙凯同志为飞龙股份副总经理兼新能 源业务运营总监，原职位郑州飞龙汽车部件有限公司总经理保留，任期自本次董事会审议通过之日起至 第八届董事会届满之日止。 （文章来源：证券日报） ...