（编辑 丛可心） 证券日报网讯 2月3日，龙旗科技在互动平台回答投资者提问时表示，公司近年来研发费用有所增长， 主要由于新业务的拓展带来的研发投入增加，例如AIPC、汽车电子和智能眼镜等新品类的突破过程 中，公司同步推进了多个研发项目，涉及核心技术攻坚与产品迭代优化，由此带动研发支出阶段性上 升。就短期规划而言，公司仍将聚焦新业务领域，保持持续投入力度，以巩固技术壁垒、加速产品落地 进程。从更长期视角来看，随着新业务逐步进入收获期并产生规模化收入，研发效率将不断提升，整体 研发费用率也将有所下降。 ...

Financial Performance Expectations - The company expects a net loss for 2025 between 390 million yuan and 550 million yuan, compared to a loss of 348.46 million yuan in the same period last year, indicating a decline of 11.92% to 57.84%[3] - The expected loss for net profit after deducting non-recurring gains and losses is between 440 million yuan and 630 million yuan, compared to a loss of 376.98 million yuan last year, reflecting a decline of 16.72% to 67.12%[3] - Basic earnings per share are projected to be a loss of 0.69 yuan to 0.98 yuan, compared to a loss of 0.62 yuan per share in the previous year[3] Reasons for Performance Change - The main reason for the performance change is the impact from the subsidiary Dongguan Zhongqi Hongyuan Automobile Co., which is expected to affect the company's net profit by approximately 310 million yuan to 430 million yuan due to fixed depreciation, quality dispute claims, and receivable losses[4] Subsidiary Performance - The wholly-owned subsidiary Zhaohua Supply Chain Management Group is expected to significantly reduce losses in its asphalt supply chain business compared to last year, despite facing challenges in construction rates and market supply and demand[5] - The passenger transport segment is expected to see an increase in net profit compared to the previous year due to gains from the transfer of equity in certain companies and land disposal[5] Earnings Forecast Communication - The company has communicated with its accounting firm regarding the major matters related to the earnings forecast, and there are no significant discrepancies[4] - The earnings forecast is based on preliminary calculations by the company's finance department and has not yet been audited by the accounting firm[6]

（文章来源：每日经济新闻） 每经AI快讯，1月27日，福建本地股快速拉升，平潭发展涨停，海峡创新涨超9%，厦门港务、漳州发 展、三木集团、龙洲股份跟涨。 ...

Key Points - SpaceX's procurement orders for calibration testing products from 康斯特 from 2016 to 2024 are relatively small [1] - 法尔胜 does not engage in businesses related to "controlled nuclear fusion," "superconductors," or "commercial aerospace" [1] - 龙旗科技 plans to invest 1.5 billion yuan to build an AI + smart terminal digital benchmark factory project in Nanchang High-tech Zone [1] - 蜀道装备 has won a contract worth 6,486,000 USD for the Rumuji natural gas liquefaction facility project in Nigeria [1] - TCL科技's subsidiary intends to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan [1] - 一品红 plans to repurchase shares worth between 100 million to 200 million yuan [2] - 实丰文化's shareholders plan to reduce their holdings by no more than 3% [2] - 随升科技 intends to raise no more than 470 million yuan through a private placement [1][2] - 太力科技 has signed a strategic cooperation framework agreement with Jinan University [1][2]

Market Overview - The logistics sector experienced a decline of 0.23% on January 23, with Jushen Co. leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Individual Stock Performance - Hengji Daxin (002492) saw a significant increase of 9.99%, closing at 9.03, with a trading volume of 181,300 shares and a turnover of 159 million yuan [1] - Chuanhua Zhili (002010) rose by 4.56%, closing at 7.11, with a trading volume of 1,236,800 shares and a turnover of 887 million yuan [1] - Longzhou Co. (002682) increased by 3.03%, closing at 7.48, with a trading volume of 531,100 shares and a turnover of 394 million yuan [1] - Jushen Co. (001202) experienced a decline of 8.60%, closing at 20.30, with a trading volume of 360,600 shares and a turnover of 74.71 million yuan [2] Capital Flow Analysis - The logistics sector saw a net outflow of 292 million yuan from institutional investors and 181 million yuan from retail investors, while retail investors had a net inflow of 472 million yuan [2] - Hengji Daxin (002492) had a net inflow of 68.26 million yuan from institutional investors, accounting for 42.80% of its trading volume [3] - Longzhou Co. (002682) had a net inflow of 26.76 million yuan from institutional investors, representing 6.79% of its trading volume [3]

Group 1 - The core point of the news is that Longzhou Co., Ltd. experienced a 5.1% drop in stock price, closing at 7.26 yuan per share, with a trading volume of 305 million yuan and a turnover rate of 7.32%, resulting in a total market capitalization of 4.083 billion yuan [1] - Longzhou Co., Ltd. is primarily engaged in various businesses including passenger transport, logistics, fuel sales, and asphalt-related services, with the main revenue sources being asphalt supply chain (57.72%), automotive manufacturing and sales (12.69%), fuel and natural gas sales (11.78%), and passenger transport services (10.18%) [1] Group 2 - Among the top ten circulating shareholders of Longzhou Co., Ltd., a fund under Jinyuan Shun'an Fund has entered the list, holding 2.7222 million shares, which accounts for 0.48% of the circulating shares, resulting in an estimated floating loss of approximately 1.0617 million yuan [2] - The Jinyuan Shun'an Yuanqi Flexible Allocation Mixed Fund (004685) has a total asset size of 1.432 billion yuan, with a year-to-date return of 3.2% and a one-year return of 50.23%, ranking 1954 out of 8094 in its category [2]

Group 1 - The company Longzhou Co., Ltd. announced the approval of a proposal regarding the provision of guarantees for its controlling subsidiary for the year 2026 during its first extraordinary shareholders' meeting of 2026 [2]

证券代码：002682 证券简称：龙洲股份 公告编号：2026－001 龙洲集团股份有限公司 2．本次股东会未涉及变更以往股东会决议的情形。 一、会议召开和出席情况 （一）会议召开情况 1．现场会议召开时间：2026 年 1 月 14 日（星期三）14 时 30 分。 2．网络投票时间：通过深圳证券交易所（以下简称深交所）交易系统 进行网络投票的时间为 2026 年 1 月 14 日 9:15-9:25、9:30-11:30 和 13:00-15:00；通过深交所互联网投票系统投票的时间为 2026 年 1 月 14 日 9:15-15:00。 3．现场会议地点：福建省龙岩市新罗区南环西路 112 号（龙洲大厦） 十楼会议室。 4．召开方式：现场投票与网络投票相结合。 2026年第一次临时股东会决议公告 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： 1．本次股东会未出现否决提案的情形。 5．召集人：公司第七届董事会。 6．主持人：董事长陈明盛先生。 7．本次会议的召开符合《中华人民共和国公司法》《深圳证券交易所 股票上市规则》等有关法律、行政法规 ...

地址：中国福州市鼓楼区洪山园路华润万象城三期 TB#写字楼 22 层 邮政编码：350025 电话：（86 591）8806 5558 传真：（86 591）8806 8008 网址：http://www.zenithlawyer.com 1 关于龙洲集团股份有限公司 2026 年第一次临时股东会的 法 律 意 见 书 福建至理律师事务所 2026 年第一次临时股东会的法律意见书 闽理非诉字[2025]第 012 号 福建至理律师事务所 关于龙洲集团股份有限公司 致：龙洲集团股份有限公司 福建至理律师事务所（以下简称本所）接受龙洲集团股份有限公司（以下简 称公司）之委托，指派林涵、韩叙律师出席公司 2026 年第一次临时股东会（以 下简称本次会议），并依据《中华人民共和国公司法》（以下简称《公司法》）、《中 华人民共和国证券法》（以下简称《证券法》）、《上市公司股东会规则》、《深圳证 券交易所上市公司股东会网络投票实施细则》（以下简称《网络投票实施细则》） 等有关法律、行政法规、规章、规范性文件以及《龙洲集团股份有限公司章程》 （以下简称《公司章程》）之规定出具法律意见。 对于本法律意见书，本所特作如下声明： ...

Core Viewpoint - The logistics sector experienced a decline of 0.53% on January 13, with Longzhou Co. leading the drop. The Shanghai Composite Index closed at 4138.76, down 0.64%, while the Shenzhen Component Index closed at 14169.4, down 1.37% [1]. Group 1: Market Performance - The logistics sector saw individual stock performances with notable gainers such as Jushen Co. (up 10.02% to 19.44) and Pulutong (up 10.00% to 13.75) [1]. - Longzhou Co. led the decline with a drop of 9.94% to 7.79, followed by Xiamen Xiangyu (down 2.84% to 8.22) and Xiamen Guomao (down 2.36% to 7.04) [2]. Group 2: Trading Volume and Value - Jushen Co. had a trading volume of 229,200 shares and a transaction value of 441 million yuan, while Pulutong had a volume of 468,300 shares and a value of 618 million yuan [1]. - Longzhou Co. recorded a trading volume of 1,475,900 shares with a transaction value of 1.206 billion yuan, indicating significant trading activity despite the decline [2]. Group 3: Capital Flow - The logistics sector experienced a net outflow of 419 million yuan from institutional investors, while retail investors saw a net inflow of 380 million yuan [2]. - Individual stocks like Pulutong had a net inflow of 64.9 million yuan from institutional investors, while Jushen Co. saw a net inflow of 35.9 million yuan [3].