证券代码：002715 证券简称：登云股份 公告编号：2026-011 怀集登云汽配股份有限公司 关于变更指定信息披露媒体的公告 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。 公 司 所 有 公 开 披 露 的 信 息 均 以 在 《 证 券 时 报 》 及 网 站 巨 潮 资 讯 网 （http://www.cninfo.com.cn）上刊登的正式公告为准，敬请广大投资者知悉。 公司对《中国证券报》《上海证券报》《证券日报》以往提供的优质服务表 示衷心的感谢！ 特此公告。 怀集登云汽配股份有限公司董事会 二〇二六年二月二十四日 1 怀集登云汽配股份有限公司（以下简称"公司"）原指定的信息披露媒体为 《证券时报》《中国证券报》《上海证券报》《证券日报》和网站巨潮资讯网 （http://www.cninfo.com.cn）。因与《中国证券报》《上海证券报》《证券日 报》签订的信息披露服务协议于 2026 年 2 月 18 日到期，自 2026 年 2 月 19 日起 公 司 指 定 信 息 披 露 媒 体 变 更 为 《 证 券 时 报 》 及 网 站 巨 潮 ...

Core Viewpoint - Dongyun Co., Ltd. (002715) has announced a projected net loss of 13 million to 18 million yuan for 2025, marking a shift from profit to loss year-on-year [1] Group 1: Stock Performance - In the past 7 trading days, Dongyun's stock price has declined from 17.61 yuan to 16.99 yuan, resulting in a cumulative drop of approximately 3.5%, with a trading range fluctuation of 14.36% [2] - On February 13, the main capital outflow was 2.2165 million yuan, while retail investors saw a net inflow, indicating a turnover rate of 1.68%, putting short-term pressure on the stock price [2] Group 2: Financial Report Analysis - The anticipated loss for 2025 is primarily attributed to the underperformance of the gold mining business, which is being gradually divested to focus on the core automotive parts sector [3] - The latest financial report indicates a net loss attributable to shareholders of 6.2376 million yuan for Q3, reflecting a deterioration in profitability [3] Group 3: Institutional Perspectives - Market attention towards Dongyun is generally moderate, with neutral sentiment and a low proportion of fund holdings, and no new research reports covering the company [4] - Industry reports suggest that the 2026 automotive trade-in policy may boost sector demand; however, Dongyun's weak fundamentals indicate a lack of short-term catalysts [4]

Group 1 - The core point of the article is that Dengyun Co., Ltd. announced the pledge of shares by its controlling shareholder, Beijing Yike Ruihai Mining Co., Ltd. [1] - The pledged shares amount to 244,141 shares, which represents 0.77% of the shares held by the controlling shareholder and 0.18% of the total share capital of the company [1]

Group 1 - The company, Dengyun Co., announced on February 9 that its controlling shareholder, Beijing Yike Ruihai Mining Co., has pledged approximately 244,100 shares, which represents about 33.64% of the total shares held by the shareholder [1][1][1] - As of the date of the announcement, the cumulative number of pledged shares by Yike Ruihai amounts to approximately 10.7 million shares [1][1][1] Group 2 - The news highlights a trend of young executives, including a 26-year-old who recently returned from studying at a prestigious U.S. university, taking on significant roles such as Chairman and General Manager in A-share companies [1][1][1] - The emergence of "post-00s" individuals in key positions poses a significant challenge to meet investor expectations [1][1][1]

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。 怀集登云汽配股份有限公司（以下简称"公司"）于近日通过中国证券登记 结算有限责任公司业务系统查询获悉，公司控股股东北京益科瑞海矿业有限公司 （以下简称"益科瑞海"）其持有的公司部分股份被质押。具体情况如下： 证券代码：002715 证券简称：登云股份 公告编号：2026-010 怀集登云汽配股份有限公司 关于公司控股股东部分股份质押的公告 | 股东 | 是否为控股 股东或第一 | 本次质押 | 占其所 | 占公司 | 是否为 限售股 | 是否为 | 质押起始 | 质押到 | | 质押用 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 大股东及其 | 数量（股） | 持股份 比例 | 总股本 比例 | 及限售 | 补充质 押 | 日 | 期日 | 质权人 | 途 | | | 一致行动人 | | | | 类型 | | | | | | | 益科 | 是 | 244,141 | 0.77% | 0.18% | 否 | ...

Core Viewpoint - The company, Dengyun Co., Ltd. (002715.SZ), is facing regulatory scrutiny and financial challenges following the arrest of its actual controller for illegal fundraising activities, leading to a warning from the Guangdong Securities Regulatory Bureau and a decline in its financial performance [1]. Group 1: Regulatory Issues - The Guangdong Securities Regulatory Bureau issued a warning letter to Dengyun Co., Ltd. and its responsible individuals due to the company's failure to timely submit board reviews and fulfill information disclosure obligations regarding guarantees for its subsidiary [2]. - The Shenzhen Stock Exchange also sent a regulatory letter to Dengyun Co., Ltd. and related parties, requiring them to ensure accurate, complete, and timely information disclosure to prevent similar incidents in the future [2]. Group 2: Financial Performance - In 2023, Dengyun Co., Ltd. experienced a significant decline in its financial performance, with the net profit attributable to shareholders turning from profit to loss, and it is projected to further decline in 2025 [1][5]. - The company anticipates a net profit of between -18 million to -13 million yuan for 2025, compared to a profit of 5.1315 million yuan in the same period last year, indicating a substantial downturn [5]. - The decline in profits is attributed to a significant drop in production and sales in the gold mining business, leading to a sharp decrease in gross margins [5]. Group 3: Business Strategy - Dengyun Co., Ltd. is shifting its focus back to the automotive parts industry after previously acquiring Beijing Huanglong for gold mining operations, citing difficulties in managing both sectors simultaneously [4]. - The company is undergoing a strategic asset transfer, selling 75% of its stake in Beijing Huanglong to mitigate the financial impact of ongoing construction and operational challenges in the gold mining sector [3][4].

Group 1 - The core issue involves the failure of the company's executives to timely disclose significant events, leading to a warning letter from the China Securities Regulatory Commission (CSRC) Guangdong Supervision Bureau [1] - The company’s wholly-owned subsidiary, Shaanxi Hanyin Huanglong Gold Mine Co., Ltd., applied for two loans totaling 30 million yuan and 4 million yuan, for which the company provided joint liability guarantees [1] - The relevant guarantee matters were not submitted for board review in a timely manner, nor were they disclosed as required, violating multiple regulations regarding information disclosure [1] Group 2 - The company was penalized with an administrative regulatory measure in the form of a warning letter [1]

Core Viewpoint - Dongyun Co., Ltd. has received regulatory warnings from the Guangdong Securities Regulatory Commission and the Shenzhen Stock Exchange due to violations related to the disclosure of guarantees for loans taken by its wholly-owned subsidiary, leading to significant expected losses in its 2025 financial results [1][3]. Group 1: Regulatory Actions - Dongyun Co., Ltd. was issued a warning letter by the Guangdong Securities Regulatory Commission for failing to timely disclose guarantees related to loans totaling 30 million yuan and 4 million yuan, which were provided by its subsidiary [1]. - The company and its executives, including Chairman Yang Haikun and General Manager Zhang Furu, are held primarily responsible for these violations and have been urged to improve compliance with regulations [1][2]. - The Shenzhen Stock Exchange has also issued a regulatory letter to the company, emphasizing the need for strict adherence to information disclosure obligations [3]. Group 2: Financial Performance - The company expects a net loss attributable to shareholders of between -18 million yuan and -13 million yuan for the fiscal year 2025, compared to a profit of 5.13 million yuan in the previous year [3][4]. - The net profit after excluding non-recurring gains and losses is projected to be between -10 million yuan and -7 million yuan, a significant decline from -567,000 yuan in the same period last year [4]. - The decline in profits is attributed to a substantial decrease in gold mining production and sales, as well as a loss from the sale of 75% of its stake in Beijing Huanglong Jintai Mining Co., Ltd. [4]. Group 3: Management and Governance - The company has committed to addressing the issues raised by the regulatory bodies by enhancing its internal governance and control systems, as well as improving the quality of information disclosure [2]. - Dongyun Co., Ltd. aims to ensure that future disclosures are accurate, complete, and timely to prevent similar violations from occurring again [2]. Group 4: Additional Context - The company has faced negative publicity recently, including the arrest of its actual controller, Yang Tao, for alleged illegal public deposit solicitation [5].

Core Viewpoint - The company, Dengyun Co., Ltd., has announced a significant expected net loss for the fiscal year 2025, indicating a challenging financial outlook compared to the previous year [2]. Financial Performance - The company expects a net profit attributable to shareholders to be between -18 million yuan and -13 million yuan for 2025, a stark decline from a profit of 5.13 million yuan in the same period last year [2]. - The net profit after deducting non-recurring gains and losses is projected to be between -10 million yuan and -7 million yuan, compared to a loss of 567,000 yuan in the previous year [2].

Core Viewpoint - The company expects a significant decline in net profit for 2025, projecting a loss of between 18 million to 13 million yuan, with a net profit excluding non-recurring gains and losses expected to be between 10 million to 7 million yuan [1] Group 1: Financial Performance - The primary reason for the profit decline is a substantial decrease in production volume in the gold mining and selection business due to factors related to engineering construction, leading to a significant drop in gross margin [1] - The sales volume and profit from the gold mining and selection business have decreased significantly year-on-year, contributing to the overall profit decline [1] - The company recorded a loss due to the sale of 75% of its stake in Beijing Huanglong Jintai Mining Co., Ltd., which further impacted the net profit and net profit excluding non-recurring items [1]