Company Performance - The company, Dengyun Co., expects a net profit attributable to shareholders of the listed company to be between -13 million yuan and -18 million yuan for 2025, indicating a shift from profit to loss year-on-year [1] - The basic earnings per share are projected to be between -0.0942 yuan and -0.1304 yuan, compared to 0.0372 yuan in the same period last year [1] - The significant decline in profit for 2025 is primarily due to a substantial decrease in production in the gold mining and selection business, leading to a sharp drop in gross margin [1] Business Operations - The gold mining and selection business experienced a significant year-on-year decline in both production and sales volume, resulting in a considerable drop in profit [1] - Additionally, the company sold 75% of its stake in Beijing Huanglong Jintai Mining Co., which resulted in a book loss, further contributing to the decline in net profit and net profit after deducting non-recurring gains and losses [1]

Core Viewpoint - The company expects a negative net profit for the fiscal year 2025, projecting a loss of between 13 million to 18 million yuan, compared to a profit of 5.1315 million yuan in the same period last year [1] Group 1: Financial Performance - The expected decline in profit is primarily due to a significant decrease in production in the gold mining and selection business, leading to a substantial 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 substantial loss due to the sale of 75% of its stake in Beijing Huanglong Jintai Mining Co., resulting in a significant decrease in net profit and net profit after deducting non-recurring gains and losses [1]

Core Viewpoint - The company received a warning letter from the Guangdong Securities Regulatory Bureau regarding certain financial practices and disclosures [1] Group 1: Regulatory Actions - The company and its executives, including Yang Haikun, Zhang Furu, Wang Ye, and Hu Lei, were subject to a warning letter due to failures in timely board review and information disclosure related to financial guarantees [1] Group 2: Financial Transactions - The company's wholly-owned subsidiary, Shaanxi Hanyin Huanglong Gold Mine Co., Ltd., applied for working capital loans of 30 million yuan and 4 million yuan from Shaanxi Hanyin Rural Commercial Bank on April 27 and July 18, 2025, respectively [1] - The company provided joint liability guarantees for these loans, but the related guarantee matters were not submitted for board review in a timely manner [1]

证券代码：002715 证券简称：登云股份 公告编号：2026-009 怀集登云汽配股份有限公司 关于收到中国证券监督管理委员会广东监管局 行政监管措施决定书的公告 根据《上市公司信息披露管理办法》第五十三条第三项的规定，我局现决定 对登云股份、杨海坤、张福如、王晔、胡磊采取出具警示函的行政监管措施。相 关责任人应认真吸取教训，全面对公司信息披露等情况进行自查自纠，切实加强 对证券法律法规的学习，真实、准确、完整、及时、公平地履行信息披露义务， 杜绝此类问题再次发生。 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 2026 年 1 月 26 日收到 中国证券监督管理委员会广东监管局（以下简称"广东证监局"）出具的《关于 对怀集登云汽配股份有限公司、杨海坤、张福如、王晔、胡磊采取出具警示函措 施的决定》（[2026]10 号）（以下简称"《决定书》"），现将具体情况公告 如下： 一、《决定书》的主要内容 2025 年 4 月 27 日及 7 月 18 日，公司的全资子公司陕西汉阴黄龙金矿有限 公司分别向陕西汉阴农 ...

Financial Performance - The company expects a net profit in the range of -18 million to -13 million CNY for the fiscal year 2025, compared to a profit of 51.315 million CNY in the same period last year[4] - The net profit after deducting non-recurring gains and losses is projected to be between -10 million and -7 million CNY, down from -5.67 million CNY year-over-year[4] - Basic earnings per share are expected to be -0.1304 CNY, compared to -0.0942 CNY in the previous year[4] Reasons for Decline - The decline in profit is primarily due to a significant decrease in gold mining production and sales, leading to a substantial drop in gross margin[6] - The company sold 75% of its stake in Beijing Huanglong Jintai Mining Co., resulting in a book loss that contributed to the decline in net profit[6] Financial Data Confirmation - The financial data presented is preliminary and subject to final confirmation in the 2025 annual report[8] - The company has communicated with its accounting firm regarding the earnings forecast, and there are no significant discrepancies[5]

每经AI快讯，2026年1月26日，深交所向怀集登云汽配股份有限公司、杨海坤、张福如、王晔、胡磊发 出监管函。 经查，你公司及相关人员存在以下违规问题： 2025年4月27日及2025年7月18日，你公司全资子公司陕西汉阴黄龙金矿有限公司分别向陕西汉阴农村商 业银行股份有限公司申请流动资金借款3000万元及400万元，你公司为相关两笔借款提供了连带责任保 证，但相关担保事项未及时提交董事会审议，也未及时履行信息披露义务，直至2025年9月2日，你公司 才在《关于公司出售资产暨关联交易的公告》中披露相关担保事项。 你公司的相关行为违反了本所《股票上市规则》第1.4条、第2.1.1条第一款、第6.1.10条第一款和《上市 公司自律监管指引第1号——主板上市公司规范运作》第6.2.2条第二款的规定。 你公司董事长杨海坤、总经理张福如、财务总监王晔未能恪尽职守、履行忠实勤勉义务，违反了本所 《股票上市规则》第1.4条、第2.1.2条第一款、第4.3.1条第一款的规定，对你公司相关违规行为负有主 要责任。 （记者 王晓波） 你公司董事会秘书胡磊未能恪尽职守、履行忠实勤勉义务，违反了本所《股票上市规则（2025年修 订） ...

登云股份收到深交所监管函。 ...

Group 1 - The core issue revolves around the arrest of Yang Tao, the actual controller of Dengyun Co., Ltd., for illegal fundraising, which has raised concerns about the governance and operational stability of the company [1] - Following Yang Tao's arrest, a portion of shares held by the controlling shareholder Yike Ruihai Mining Co., Ltd. was judicially frozen, indicating ongoing capital turmoil [1] - Yike Ruihai is primarily owned by Ju Yike Asset Management Group and Yike Zhengrun Investment Group, with Yang Tao holding significant stakes in these entities, highlighting his influence in the corporate structure [1] Group 2 - Yang Tao's capital influence extends to the securities sector, where Ju Yike, through Zhengrun Group, holds 23.67% of Lianchu Securities, making it the largest shareholder [2] - Lianchu Securities, established in 2001, has a registered capital of 3.239 billion yuan and net assets of 7.8 billion yuan, with operations across various financial services [2] - The resignation of Lianchu Securities' chairman and general manager, Lü Chunwei, who is also connected to Yang Tao, raises questions about the company's governance amid the ongoing legal issues [2] Group 3 - Industry analysts suggest that while the immediate impact on Lianchu Securities' operations may be limited, long-term risks include increased compliance costs and potential damage to market trust [3] - Lianchu Securities has faced multiple compliance issues, including administrative penalties from regulatory bodies for inadequate risk management and governance practices [3] - Recent compliance violations have led to regulatory actions against key executives, indicating ongoing challenges in maintaining operational integrity [3] Group 4 - Lianchu Securities has experienced significant financial distress, with net profits plummeting by 454.50% to -161 million yuan in 2023, and further declining to -956 million yuan in 2024 [4] - There were rumors of a potential acquisition of Lianchu Securities by Zhongtai Securities, which were quickly denied by both parties, emphasizing the need for caution regarding market speculation [4] - The competitive landscape among Shandong-based securities firms is evolving, with recent changes in ownership structures, such as the entry of Shandong Provincial Financial Group into Debang Securities [4]

Group 1 - The core point of the announcement is that the controlling shareholder of the company, Beijing Yike Ruihai Mining Co., Ltd., has had 98,661.33 shares released from judicial freeze [1][2] - The announcement includes details about the basic situation of the share unfreezing and the cumulative judicial freeze status of the controlling shareholder's shares [1] - The company assures that the information disclosed is true, accurate, and complete, with no false records or misleading statements [1] Group 2 - The announcement references specific documents that provide further details on the shareholding changes and the status of securities pledges and judicial freezes [1] - The date of the announcement is January 24, 2026, indicating the timeliness of the information [2]

证券代码：002715 证券简称：登云股份 公告编号：2026-007 （二）控股股东股份累计被司法冻结的情况 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 结算有限责任公司深圳分公司系统查询获悉，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"）所持有的公司 98,661.33 股股份解除冻结。现 将具体情况公告如下： 一、控股股东部分股份解冻情况 | 股东 名称 | 是否为控股股东或 第一大股东及其一 | 本次解冻 股份数量 | 占其所持 股份比例 | 占公司总股 本比例 | 是否为限售 股及限售类 | 原因 | | --- | --- | --- | --- | --- | --- | --- | | | 致行动人 | （股） | | | 型 | | | 益科瑞海 | 是 | 98,661.33 | 0.31% | 0.07% | 否 | 股份解冻 | （一）本次股份解冻的基本情况 截至本公告披露日，益科瑞海所持有本公司的股份累计被司法冻结情况如 下： | 股东名称 | 持 ...