（文章来源：第一财经） 雪迪龙公告称，公司计划以集中竞价交易方式减持不超过636万股已回购股份，即不超过公司总股本 1%，减持期间为2025年8月27日至11月27日。 ...

Group 1 - The company, Xuedilong (002658.SZ), announced plans to reduce its holdings of repurchased shares through centralized bidding [1] - The number of shares intended for reduction is up to 6.3576 million shares, which accounts for no more than 1% of the company's total share capital [1]

人民财讯8月4日电，雪迪龙（002658）8月4日晚间公告，公司拟以集中竞价交易方式减持部分已回购股 份，拟减持数量不超过635.76万股，即不超过公司总股本的1%，减持期间为自公告发布之日起15个交 易日之后三个月内。 ...

雪迪龙公告，公司董事会审议通过了关于回购股份集中竞价减持计划的议案。公司计划通过集中竞价交 易方式减持部分已回购股份，减持数量不超过635.76万股，占公司总股本的1%。减持实施期限为自公 告发布之日起15个交易日之后的三个月内，即从2025年8月27日至2025年11月27日，减持价格将根据减 持时的二级市场价格确定。减持所得资金将用于补充公司日常经营所需的流动资金。此次减持不会导致 公司控制权和总股本发生变化。公司董事会确保信息披露真实、准确、完整。 ...

Group 1 - The company plans to establish a joint venture named Huazhong Mass Spectrometry (Beijing) Technology Co., Ltd. with Beijing Huairou Hard Technology Innovation Service Co., Ltd. [1] - The registered capital of the joint venture is 10 million yuan, with the company contributing 8 million yuan, accounting for 80% of the capital, while Huairou Hard Technology contributes 2 million yuan, accounting for 20% [1] - The investment aims to focus on the mass spectrometry technology field, promoting industry communication and cooperation, and facilitating industry development [1] Group 2 - The investment amount represents 0.31% of the company's most recent audited net assets and will not have a significant adverse impact on the company's financial and operational status [1]

证券代码：002658 证券简称：雪迪龙 公告号：2025-031 北京雪迪龙科技股份有限公司 关于回购股份集中竞价减持计划的公告 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、误导性陈述或重大遗漏。 北京雪迪龙科技股份有限公司（以下简称"公司"）于2025年8月4日召开第五 届董事会第二十次会议，审议通过了《关于回购股份集中竞价减持计划的议案》， 根据公司于2024年2月7日披露的《关于回购公司股份方案的公告》（公告号：2024-006） 和《回购报告书》（公告号：2024-007）中的回购股份用途约定，同意公司以集中 竞价交易方式减持部分已回购股份，拟减持数量不超过6,357,609股，即不超过公司 总股本1%，减持期间为自本公告发布之日起15个交易日之后三个月内（即2025年8 月27日至2025年11月27日，根据中国证监会及深圳证券交易所相关规定禁止减持的 期间除外，下同），减持价格根据减持时的二级市场价格确定。具体情况如下： 一、公司已回购股份基本情况 公司于2024年2月6日召开第五届董事会第九次会议，审议通过了《关于回购公 司股份方案的议案》，同意使用自有资金通过集 ...

一、对外投资概述 北京雪迪龙科技股份有限公司（以下简称"公司"）拟与北京怀柔硬科技创 新服务有限公司（以下简称"怀柔硬科技公司"）共同出资设立控股子公司怀众 质谱（北京）技术有限公司（暂定名，以市场监督管理局核定为准，以下简称"控 股子公司"）。控股子公司将聚焦质谱技术领域，组织开展质谱共性技术、关键 核心部件的研发，组织开展质谱新技术验证、评价及应用推广，促进质谱行业交 流合作，推动行业发展。 控股子公司注册资本为1,000万元，其中公司以自有资金出资800万元，占控 股子公司注册资本的80.00%，怀柔硬科技公司出资200万元，占控股子公司注册 资本的20.00%。 2025年8月4日，公司召开第五届董事会第二十次会议和第五届监事会第十九 次会议，审议通过了《关于对外投资设立控股子公司的议案》，同意公司以自有 资金出资人民币800万元与北京怀柔硬科技创新服务有限公司共同出资设立控股 子公司，其注册资本为人民币1,000万元，控股子公司将聚焦质谱技术领域，组 织开展质谱共性技术、关键核心部件的研发，组织开展质谱新技术验证、评价及 应用推广，促进质谱行业交流合作，推动行业发展。 证券代码：002658 证券简 ...

Market Overview - The Shanghai Composite Index rose by 0.37% on July 17, with 25 out of 28 sectors experiencing gains, led by defense and military industry (up 2.74%) and communication (up 2.41%) [2] - The banking and transportation sectors saw declines of 0.42% and 0.39%, respectively, with the environmental protection sector also among the top losers [2] Capital Flow Analysis - The net inflow of capital in the two markets reached 11.662 billion yuan, with 15 sectors experiencing net inflows [2] - The computer sector led with a net inflow of 5.202 billion yuan and a daily increase of 1.33%, followed by the electronics sector with a net inflow of 4.455 billion yuan and a daily increase of 2.18% [2] Environmental Protection Sector Performance - The environmental protection sector declined by 0.26%, with a net outflow of 631 million yuan, comprising 133 stocks, of which 59 rose and 67 fell [3] - Among the stocks with net inflows, Shijin Technology topped the list with a net inflow of 37.971 million yuan, followed by Shanghai Washba and Xingrong Environment with inflows of 35.862 million yuan and 23.160 million yuan, respectively [3] - The top stocks with net outflows included Huicheng Environmental (outflow of 218.1536 million yuan), Huahong Technology (outflow of 100.9985 million yuan), and Xuedilong (outflow of 63.9296 million yuan) [5] Environmental Protection Sector Capital Flow Rankings - **Top Inflow Stocks**: - Shijin Technology: +4.32%, 15.16% turnover, 37.971 million yuan inflow - Shanghai Washba: +4.93%, 7.20% turnover, 35.862 million yuan inflow - Xingrong Environment: -1.20%, 0.85% turnover, 23.160 million yuan inflow [4] - **Top Outflow Stocks**: - Huicheng Environmental: -1.75%, 3.59% turnover, -218.1536 million yuan outflow - Huahong Technology: -6.39%, 27.29% turnover, -100.9985 million yuan outflow - Xuedilong: -0.98%, 7.70% turnover, -63.9296 million yuan outflow [5]

Investment Rating - The industry rating is "Outperform the Market" [3][50]. Core Insights - Breakthroughs in electrolyzer technology have been observed, and the hydrogen heavy-duty truck sector is gradually maturing. The newly awarded electrolyzer projects are still primarily alkaline, but both PEM and AEM electrolyzer technologies have made significant advancements. It is recommended to pay attention to companies at the forefront of electrolyzer technology [2][40]. - The midstream sector is accelerating the development of hydrogen transportation and utilization, promoting the construction of hydrogen refueling stations. Companies with hydrogen transportation capabilities are recommended for attention [2][40]. - Transportation applications are leading the gradual maturation of the hydrogen fuel cell industry ecosystem, with a recommendation to focus on hydrogen vehicle companies related to heavy-duty trucks [2][40]. Industry Performance - As of July 4, 2025, the hydrogen energy index closed at 2135.09 points, with a weekly change of 1.03% and a year-to-date change of 20.16%. The hydrogen energy index ranked 53rd among the Shenwan secondary industry rankings this week, showing a significant decline [8][14]. - The TTM price-to-earnings ratio of the hydrogen energy index is 24.66 times, and the MRQ price-to-book ratio is 1.60 times as of July 4, 2025 [11][13]. Company Dynamics - The top five companies in the hydrogen energy sector by weekly increase are Xuedilong (31.74%), Kaimeteqi (27.46%), Shengdexintai (22.40%), Zhongcai Technology (20.71%), and Huaguang Huaneng (20.06%). The top three companies by weekly decrease are Guangzhi Technology (-15.82%), Taihe Technology (-9.40%), and Xinxunda (-9.13%) [14][16]. - This week, there were 9 awarded projects in the hydrogen energy sector, with 3 electrolyzer bidding projects totaling 520 MW and a total hydrogen production capacity of 104,000 Nm³/h [17][18]. Industry Dynamics - Significant developments include the approval of the first cross-province green hydrogen pipeline in Inner Mongolia and the launch of hydrogen two-wheelers in Dongguan. These initiatives are part of broader efforts to promote hydrogen energy as a strategic industry [35][36]. - Internationally, Morocco's large-scale green hydrogen project is making progress, and Uzbekistan's Tashkent green hydrogen project has successfully achieved hydrogen production [36][37].

证券代码：002658 证券简称：雪迪龙 公告号：2025-027 北京雪迪龙科技股份有限公司 股票交易异常波动公告 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、误导性陈述或重大遗漏。 特别提示： 公司股票连续三个交易日内（2025 年 6 月 27 日、2025 年 6 月 30 日、2025 年 7 月 1 日）日收盘价格涨幅偏离值累计达到 20.12%，连续二个交易日内（2025 年 7 月 2 日、2025 年 7 月 3 日）日收盘价格涨幅偏离值累计达到 20.74%，根据 《深圳证券交易所交易规则》的相关规定，目前公司股票属于股票交易异常波 动的情况，可能存在市场情绪过热的情形，交易风险较大。公司郑重提醒广大 投资者，注意二级市场交易风险，审慎决策、理性投资。 一、股票交易异常波动的情况介绍 北京雪迪龙科技股份有限公司（以下简称"公司"或"本公司"）股票连续 二个交易日内（2025年7月2日、2025年7月3日）日收盘价格涨幅偏离值累计达到 20.74%。根据《深圳证券交易所交易规则》的相关规定，属于股票交易异常波动 的情况。 二、公司关注、核实情况说明 针对公司股票 ...