龙洲集团股份有限公司 关于控股子公司部分房屋土地被征收的公告 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。 一、交易概述 1．根据南平市建阳区政府的工作部署，南平市建阳区土地收购储备中 心（以下简称建阳收储中心）拟对公司控股子公司福建武夷交通运输股份 有限公司（以下简称武夷股份）所属建阳分公司及南平市交通中等技术学 校位于南平市建阳区潭城街道考亭村的国有土地使用权（面积共计 136,359.84 平方米，约 204.54 亩）、房屋建筑物（面积共计 27,474.96 平 方米）及其他附属物进行收储。 证券代码：002682 证券简称：龙洲股份 公告编号：2025－090 2．公司于 2025 年 12 月 1 日召开的第七届董事会第四十九次会议审议 通过了《关于福建武夷交通运输股份有限公司考亭片区部分土地房屋交由 政府收储的议案》，同意由建阳收储中心按 128,108,464 元对前述房屋、土 地及附属物进行收储补偿；同意武夷股份与建阳收储中心、南平市建阳区 建新房屋征收服务有限公司共同签署《土地房屋收储补偿协议》。 同日，武夷股份与建阳收储中心、南平市建 ...

证券代码：002682 证券简称：龙洲股份 公告编号：2025－089 龙洲集团股份有限公司 第七届董事会第四十九次会议决议公告 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。 一、董事会会议召开情况 龙洲集团股份有限公司（以下简称公司）第七届董事会第四十九次（临 时）会议于 2025 年 12 月 1 日上午在公司七楼会议室以现场和通讯方式召 开。公司于 2025 年 11 月 26 日以电子邮件及书面形式送达了本次会议的 通知及文件。本次会议由公司董事长陈明盛先生召集并主持，会议应出席 董事 9 人，实际出席董事 9 人，全体高级管理人员列席了会议。本次会议 的召集和召开符合《中华人民共和国公司法》等法律、行政法规、规范性 法律文件及《公司章程》有关召开董事会会议的规定。 二、董事会会议审议情况 审议通过《关于福建武夷交通运输股份有限公司考亭片区部分土地房 屋交由政府收储的议案》 同意福建武夷交通运输股份有限公司建阳分公司、南平市交通中等技 术学校位于南平市建阳区潭城街道考亭村的部分土地、房屋及附属物按人 民币 128,108,464 元，由南平市建阳区土 ...

Core Viewpoint - Longzhou Co., Ltd. (002682.SZ) announced the government’s plan to acquire land and properties from its subsidiary, Fujian Wuyi Transportation Co., Ltd., in accordance with the work deployment of the Jianyang District government in Nanping City [1] Group 1: Land Acquisition Details - The Jianyang Land Acquisition and Reserve Center intends to acquire state-owned land use rights totaling 136,359.84 square meters (approximately 204.54 acres) and buildings covering 27,474.96 square meters, along with other ancillary properties [1] - The compensation for the land, buildings, and ancillary properties is set at 128,108,464 yuan [1] Group 2: Corporate Actions - The seventh board meeting of the company approved the proposal regarding the land and buildings being handed over to the government for acquisition [1] - Fujian Wuyi Transportation Co., Ltd. signed a "Land and Building Acquisition Compensation Agreement" with the Jianyang Land Acquisition Center and Jianxin Housing Expropriation Service Co., Ltd. of Jianyang District on the same day [1]

Core Viewpoint - Longzhou Co., Ltd. announced a temporary board meeting to discuss the government acquisition of certain land and properties in the Kaitiang area of Fujian Wuyi Transportation Co., Ltd. [1] Company Summary - Longzhou Co., Ltd. reported that for the first half of 2025, its revenue composition was as follows: asphalt sales accounted for 57.72%, automotive and parts sales and repair income for 12.69%, petroleum sales for 11.78%, passenger transport and station service for 10.18%, and other businesses for 6.5% [1] - As of the report, Longzhou Co., Ltd. has a market capitalization of 3.2 billion yuan [1]

格隆汇12月1日丨龙洲股份(002682.SZ)公布，根据南平市建阳区政府的工作部署，南平市建阳区土地收 购储备中心（简称建阳收储中心）拟对公司控股子公司福建武夷交通运输股份有限公司（简称武夷股 份）所属建阳分公司及南平市交通中等技术学校位于南平市建阳区潭城街道考亭村的国有土地使用权 （面积共计136,359.84平方米，约204.54亩）、房屋建筑物（面积共计27,474.96平方米）及其他附属物 进行收储。 公司于2025年12月1日召开的第七届董事会第四十九次会议审议通过了《关于福建武夷交通运输股份有 限公司考亭片区部分土地房屋交由政府收储的议案》，同意由建阳收储中心按128,108,464元对前述房 屋、土地及附属物进行收储补偿；同意武夷股份与建阳收储中心、南平市建阳区建新房屋征收服务有限 公司共同签署《土地房屋收储补偿协议》。同日，武夷股份与建阳收储中心、南平市建阳区建新房屋征 收服务有限公司签署了《土地房屋收储补偿协议》。 ...

Market Overview - On December 1, the logistics sector rose by 0.23% compared to the previous trading day, with Zhongchuang Logistics leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Individual Stock Performance - Zhongchuang Logistics (603967) closed at 12.31, with a gain of 6.76% and a trading volume of 134,400 shares, amounting to a turnover of 165 million yuan [1] - Jushen Co. (001202) closed at 16.22, up 3.77%, with a trading volume of 50,600 shares [1] - Longzhou Co. (002682) closed at 5.76, gaining 3.41% with a trading volume of 1,042,800 shares [1] - Other notable performers include China Foreign Transport (601598) with a 2.40% increase and a closing price of 6.40, and Dongfang Jiasheng (002889) with a 2.04% increase and a closing price of 16.01 [1] Capital Flow Analysis - The logistics sector experienced a net outflow of 190 million yuan from institutional investors, while retail investors saw a net inflow of 31.87 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are entering the market [2] Detailed Capital Flow for Selected Stocks - Dongfang Jiasheng (002889) had a net inflow of 16.11 million yuan from institutional investors, but a net outflow of 11.45 million yuan from retail investors [3] - East Air Logistics (601156) saw a net inflow of 8.96 million yuan from institutional investors, while retail investors had a net outflow of 1.49 million yuan [3] - Other stocks like Jianfa Co. (600153) and Yuanda Holdings (000626) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

Core Insights - Longzhou Co., Ltd. disclosed significant lawsuits involving its subsidiary Dongguan Zhongqi Hongyuan Automobile Co., Ltd. totaling over 431 million yuan [2][3] - The company announced an extension of the temporary suspension of operations at Zhongqi Hongyuan until May 31, 2026, due to a slowdown in the new energy bus market and insufficient orders [4] Group 1: Lawsuits - Dongguan Zhongqi Hongyuan is facing two lawsuits from Dongguan Bus Co., Ltd. and Dongguan City Bus Transportation Co., Ltd. for contract disputes, with claims amounting to approximately 205 million yuan and 226 million yuan respectively [2][3] - The lawsuits stem from issues related to the performance of electric buses purchased in 2018, which began experiencing battery failures from 2021, leading to significant operational disruptions [2][3] - The company has made provisions for after-sales maintenance costs related to these lawsuits and plans to seek compensation from the battery manufacturer, Weihong Power Systems (Huzhou) Co., Ltd. [3] Group 2: Operational Impact - Due to a lack of business orders since 2024, Zhongqi Hongyuan's temporary suspension of operations has been extended, with minimal impact on Longzhou Co., Ltd.'s revenue, although losses from fixed depreciation and interest expenses will continue [4] - The resumption of operations will depend on market conditions and order availability, indicating ongoing uncertainty in the new energy vehicle sector [4]

Group 1 - SMIC announced the termination of the sale of its stake in SMIC Ningbo due to failure to reach an agreement within the expected timeframe, retaining a 14.832% stake post-termination, with no significant impact on financial status [2] - Chaozhuo Aerospace's actual controller will change to Hubei State-owned Assets Supervision and Administration Commission, with stock resuming trading on December 1 [2] - ST Lifan faces potential forced delisting due to false disclosures in its 2021-2023 annual reports, with a total false revenue of 592 million yuan, representing 50.91% of the reported revenue for those years [3] Group 2 - Lijun Holdings' subsidiary signed a contract worth approximately 57.6 million USD for high-pressure roller mills, accounting for 52.53% of the audited consolidated revenue for 2024, expected to positively impact future performance [3] - Sanjiang Shopping's second-largest shareholder, Alibaba Zeta, reduced its stake by 5.4768 million shares, decreasing its holding from 30% to 29% [4] - Tianfeng Securities is under investigation by the CSRC for suspected information disclosure violations and illegal financing [5] Group 3 - China Jushi's major shareholder, Zhenstone Group, plans to increase its stake by no less than 550 million yuan and no more than 1.1 billion yuan [6] - Helun Zhe's major shareholder received a notice of investigation for suspected information disclosure violations, which does not affect the company's operations [7] - Yongtai Energy's actual controller also received a notice of investigation for similar violations, with no impact on the company's operations [8] Group 4 - Wuhantian Source's major shareholder, Konka Group, plans to transfer 9.83% of its shares to China Resources Asset Management [9] - Pinggao Electric won a bid for a State Grid project worth approximately 773 million yuan [9] - Zhejiang Longsheng is collaborating with a private equity fund to establish a venture capital partnership [9]

转自：证券时报 人民财讯11月28日电，龙洲股份(002682)11月28日公告，控股孙公司中汽宏远受新能源客车市场更新放 缓等因素影响，针对订单不足的情况，自2024年1月1日起临时停工停产，后续延长停工停产至2025年11 月30日。经中汽宏远临时股东会审议，并经公司总裁办公会确认，中汽宏远自2025年12月1日起延长停 工停产至2026年5月31日。 ...

龙洲股份（002682）(002682.SZ)公告，公司控股孙公司东莞中汽宏远汽车有限公司(简称中汽宏远)自 2025年12月1日起延长停工停产至2026年5月31日。 ...