证券代码：002658 证券简称：雪迪龙 公告号：2025-042 北京雪迪龙科技股份有限公司 1 (http://www.cninfo.com.cn)发布的《关于第三期员工持股计划再次延期两年的公 告》（公告号：2025-004）等公告。 关于第三期员工持股计划持有股份变动结果的公告 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"）第三期员工持股计划所 持有的公司股票已全部出售完毕，根据《关于上市公司实施员工持股计划试点的 指导意见》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》及《北京雪迪龙科技股份有限公司第三期员工持股计划》等有关规定， 现将有关情况公告如下： 一、公司第三期员工持股计划基本情况 1、公司于2017年3月13日召开第三届董事会第四次会议和第三届监事会第四 次会议，于2017年4月12日召开2016年年度股东大会审议通过了《关于实施第三 期员工持股计划的议案》等相关议案，同意实施第三期员工持股计划。具体内容 详见公司分别于2017年3月15日和2017年4月13日在指 ...

证券代码：002658 证券简称：雪迪龙 公告号：2025-041 北京雪迪龙科技股份有限公司 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"）2021 年员工持股计划所 持有的公司股票已全部出售完毕，根据《关于上市公司实施员工持股计划试点的 指导意见》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规 范运作》及《北京雪迪龙科技股份有限公司 2021 年员工持股计划（草案）》等有 关规定，现将有关情况公告如下： 一、公司 2021 年员工持股计划基本情况 1、公司于 2021 年 10 月 22 日召开第四届董事会第十五次会议和第四届监事 会第十四次会议，于 2021 年 11 月 8 日召开 2021 年第三次临时股东大会，审议 通过了《公司 2021 年员工持股计划（草案）及其摘要》等相关议案，同意公司 实施 2021 年员工持股计划。具体内容详见公司于 2021 年 10 月 26 日及 2021 年 11 月 9 日在指定信息披露媒体《证券时报》、《证券日报》和巨潮资讯网 （http://w ...

关于回购专用证券账户股份变动结果的公告 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"或"本公司"）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），减持价格根据减持时的二级市场价格确定，公司于2025年8 月5日发布了《关于回购股份集中竞价减持计划的公告》（公告号：2025-031）。公 司于2025年8月27日首次减持了回购股份，并于2025年8月28日发布了《关于首次减 持回购股份暨回购股份集中竞价减持进展的公告》（公告号：2 ...

Core Viewpoint - Beijing Xuedilong Technology Co., Ltd. has completed its share repurchase and subsequent reduction plan, which involved repurchasing and then selling back a portion of its own shares to enhance liquidity and maintain shareholder value [2][4][5]. Summary by Sections Share Repurchase Plan - The company approved a share repurchase plan on February 7, 2024, with a total fund allocation between RMB 50 million and RMB 100 million, and a maximum repurchase price of RMB 7.50 per share [3][4]. - The repurchase period lasted until May 7, 2024, during which the company acquired a total of 11,243,157 shares at an average price of RMB 5.38 per share [4]. Share Reduction Plan - On August 4, 2025, the company announced a plan to reduce its repurchased shares, intending to sell up to 6,357,609 shares, which is 1% of the total share capital, starting from August 27, 2025, for a period of three months [2][5]. - As of August 29, 2025, the company successfully reduced 6,357,512 shares, representing 1% of the total share capital, with the highest transaction price at RMB 8.57 per share and the lowest at RMB 7.92 per share, averaging RMB 8.11 per share [4][5]. Impact on Share Structure - The share reduction did not alter the company's control or total share capital. The shareholding structure remained stable, with no changes in the proportion of restricted and unrestricted shares [5]. - The funds generated from the share reduction will be used to supplement the company's working capital, thereby improving financial efficiency and supporting ongoing operations [5]. Compliance and Regulations - The company adhered to the relevant regulations set by the Shenzhen Stock Exchange regarding the timing and pricing of the share reduction, ensuring that the actions taken were within the legal framework [6][7].

Group 1 - The core viewpoint of the news is that Xuedilong's stock has experienced fluctuations, with a year-to-date increase of 32.11% but a recent decline of 5.47% over the last five trading days [1] - As of August 28, Xuedilong's stock price was 8.13 yuan per share, with a total market capitalization of 5.169 billion yuan [1] - The company has seen a net outflow of main funds amounting to 13.45 million yuan, with significant selling pressure observed [1] Group 2 - Xuedilong operates in the environmental monitoring and industrial process analysis sectors, with 78.96% of its main business revenue coming from ecological environment monitoring systems [1][2] - For the first half of 2025, Xuedilong reported a revenue of 596 million yuan, representing a year-on-year growth of 3.70%, and a net profit of 61.97 million yuan, up 25.51% [2] - The company has a total of 35,500 shareholders as of June 30, with a decrease of 7.53% from the previous period [2] Group 3 - Since its A-share listing, Xuedilong has distributed a total of 1.316 billion yuan in dividends, with 589 million yuan distributed over the last three years [3]

Group 1 - The company has approved a plan to reduce its repurchased shares through centralized bidding, intending to sell up to 6,357,609 shares, which is no more than 1% of the total share capital [1] - The total amount allocated for the share repurchase was between RMB 50 million and RMB 100 million, with a maximum repurchase price of RMB 7.50 per share [1][2] - The company completed its share repurchase by acquiring a total of 11,243,157 shares at an average price of RMB 5.38 per share, exceeding the lower limit of the repurchase plan [2] Group 2 - The company executed its first reduction of repurchased shares on August 27, 2025, selling 917,500 shares, which represents 0.14% of the total share capital, at an average price of RMB 8.54 per share [2] - The proceeds from the first reduction of repurchased shares were in line with the company's established reduction plan and complied with relevant regulations [2]

Buyback Overview - On February 6, 2024, the company approved a share buyback plan using its own funds, with a total buyback amount not less than 50 million and not exceeding 100 million yuan, at a price not exceeding 7.5 yuan per share [1] - The buyback period is set to end on May 7, 2024, with a total of 11.2432 million shares repurchased, accounting for 1.77% of the total share capital, with a total transaction amount of 60.5127 million yuan and an average price of 5.38 yuan per share [1] Reduction Plan and Initial Reduction Details - On August 4, 2025, the company approved a plan to reduce its repurchased shares, intending to reduce no more than 6.3576 million shares, which is up to 1% of the total share capital, during the period from August 27, 2025, to November 27, 2025 [2] - On August 27, 2025, the company executed its first reduction, selling 917,500 shares, which is 0.14% of the total share capital, generating total proceeds of 7.8325 million yuan, with a maximum price of 8.57 yuan per share and an average price of 8.54 yuan per share [2]

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%，减持期间为自减持计划公告发布之日起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），减持价格根据减持时的二级市场价格确定。具体内容详见公司 于2025年8月5日在《证券时报》和巨潮资讯网(http://www.cninfo.com.cn)发布的《关 于回购股份集中竞价减持计划的公告》（公告号：2025-031）。 证券代码：002658 证券简称：雪迪龙 公告号：2025-039 北京雪迪龙科技股份有限公司 关于 ...

Core Viewpoint - The company demonstrated steady revenue growth and significant improvement in profitability during the first half of 2025, with net profit growth outpacing revenue growth, indicating enhanced operational efficiency [2] Financial Performance - In the first half of 2025, the company achieved operating revenue of 596 million yuan, a year-on-year increase of 4% [1] - The net profit attributable to shareholders reached 61.97 million yuan, reflecting a year-on-year growth of 26% [1] - The net profit after deducting non-recurring items was 50.73 million yuan, up 37% year-on-year [1] Profitability Improvement - The growth in net profit (25.51%) exceeded the revenue growth rate (3.70%), highlighting improved profitability [2] - Cost control measures led to a decrease in sales and management expenses by 2.27% and 8.22% respectively [2] - The optimization of product structure contributed to a 1.18 percentage point increase in gross margin, with the industrial process analysis system business revenue growing by 19.17% [2] - Improvement in asset quality resulted in a positive contribution to profits, with credit impairment losses shifting from -7.38 million yuan in the previous year to 2.91 million yuan this period [2] Strategic Initiatives - The company is positioning its carbon monitoring business as a "second growth engine," developing an integrated solution for carbon emission monitoring and management [3] - The expansion of the national carbon market and mandatory installation policies in industries like thermal power and steel are expected to accelerate market growth [3] - The company is capitalizing on domestic substitution opportunities in high-end manufacturing, with successful applications in advanced fields such as semiconductor gas purity detection and nuclear power gas analysis [3] Operational Strategy - The company has optimized its operational strategy by focusing on cash flow-positive industrial enterprises (To B) while strategically managing longer payment cycles in government contracts (To G) [4] - It has established R&D centers in Beijing, the UK, and Belgium, leveraging five core technologies to support international market expansion [4] - The development of data collection and IoT platforms aims to transform environmental monitoring data into a commercial asset, potentially opening new business growth avenues [4] Earnings Forecast - Projected operating revenues for 2025-2027 are 1.527 billion, 1.682 billion, and 1.869 billion yuan, with year-on-year growth rates of 7.53%, 10.11%, and 11.17% respectively [5] - Expected net profits for the same period are 224 million, 241 million, and 267 million yuan, with growth rates of 33.15%, 7.34%, and 10.82% respectively [5] - Corresponding PE ratios based on the closing price on August 22, 2025, are projected to be 23.97, 22.33, and 20.15 [5]

Investment Rating - The report does not specify a current investment rating for the company [1]. Core Insights - The company reported a total revenue of 596 million yuan for H1 2025, representing a year-on-year growth of 3.7%. The net profit attributable to shareholders was 62 million yuan, up 25.5% year-on-year, and the non-recurring net profit was 51 million yuan, reflecting a growth of 37.27% [1]. - The company is positioned to benefit from the accelerating demand in the carbon monitoring and measurement market, following the Ministry of Ecology and Environment's announcement to include steel, cement, and aluminum industries in the national carbon emissions trading market [4]. - The company has been actively developing scientific instruments, including mass spectrometers, chromatographs, and portable instruments, with a strong focus on R&D, investing around 100 million yuan annually [4]. Financial Performance - For H1 2025, the company's main business segments generated revenues of 471 million yuan from ecological environment monitoring systems and 84 million yuan from industrial process analysis systems, with year-on-year growth rates of 2.15% and 19.17%, respectively [4]. - The gross margin for the instrument industry was 43.93%, an increase of 1.18 percentage points year-on-year, with specific margins for ecological environment monitoring systems and industrial process analysis systems at 44.42% and 41.16%, respectively [4]. - The company forecasts revenues of 1.491 billion yuan, 1.690 billion yuan, and 1.878 billion yuan for 2025, 2026, and 2027, with growth rates of 5.0%, 13.4%, and 11.1% respectively [6]. Market Outlook - The carbon monitoring and measurement market is expected to accelerate, driven by the expansion of the national carbon emissions trading market and the development of carbon peak and carbon neutrality standards [4]. - The company has established three R&D centers in Beijing, the UK, and Belgium, focusing on five core technologies, which enhances its ability to shorten the R&D cycle and commercialize results effectively [4].