天眼查商业履历信息显示，金龙羽集团股份有限公司，成立于1996年，位于深圳市，是一家以从事电气 机械和器材制造业为主的企业。企业注册资本43290万人民币，实缴资本790万人民币。公司法定代表人 为郑有水。 通过天眼查大数据分析，金龙羽集团股份有限公司共对外投资了8家企业，参与招投标项目739次，知识 产权方面有商标信息23条，专利信息1条，此外企业还拥有行政许可19个。 来源：金融界 金融界消息 截至2025年8月13日收盘，金龙羽（002882）报收于31.6元，上涨2.36%，换手率6.84%，成 交量16.87万手，成交金额5.29亿元。 资金流向方面，今日主力资金净流入3810.26万元，占比成交额7.21%。其中，超大单净流入1943.42万 元、占成交额3.68%，大单净流入1866.84万元、占成交额3.53%，中单净流出流出878.10万元、占成交 额1.66%，小单净流出2932.16万元、占成交额5.55%。 金龙羽最新一期业绩显示，截至2025中报，公司营业总收入21.57亿元、同比增长32.98%，归属净利润 6671.60万元，同比减少20.19%，扣非净利润6238.05万元，同 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日电网设备板块主力资金净流出4.77亿元，游资资金净流出5.47亿元，散户资金 净流入10.24亿元。电网设备板块个股资金流向见下表： 证券之星消息，8月13日电网设备板块较上一交易日上涨0.36%，长缆科技领涨。当日上证指数报收于 3683.46，上涨0.48%。深证成指报收于11551.36，上涨1.76%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002879 | 长缆科技 | 18.35 | 10.01% | 22.44万 | | 4.01亿 | | 603897 | 长城科技 | 27.51 | 10.00% | 19.50万 | | 5.20亿 | | 600192 | 长城电工 | 11.89 | 9.99% | 39.17万 | | 4.55亿 | | 002309 | 中利集团 | 3 ...

截至目前，公司固态电池及其关键材料相关技术研发项目进展情况如下：电芯方面，半固态电池性能已 满足国标要求，并通过第三方检测机构的国标检测和安全测试。对半固态电池产品进行了客户需求的性 能优化并持续对客户送样测试。 电解质方面，确定了多种电解质体系的应用方案和全固态电解质材料合成工艺路线，开发了低成本干法 工艺制备的电解质产品。氧化物电解质产品已完成多家客户送样及评测。 隔膜方面，完成了多种材料体系、结构的涂层开发，开发了低成本、高耐热隔膜产品。离子导体膜产品 已完成多家客户送样及评测。 负极方面，完成了硅基负极材料的十公斤级合成工艺与加工工艺验证，采用自研硅基负极材料进行了软 包电池性能验证，性能满足内部要求。根据客户需求进行了材料性能优化并持续对客户送样测试。 证券时报记者 孙宪超 6月24日，金龙羽(002882)连续第二个交易日涨停。根据有关规定，属于股票交易异常波动的情形。 金龙羽6月24日晚发布股票交易异常波动公告，公司关注到近期固态电池概念受市场关注度较高。截至 目前，公司固态电池及其关键材料相关技术的研究开发已取得一定的进展，部分材料已向客户送样评 测。近期，公司子公司金龙羽新能源（深圳）有限公 ...

近期金龙羽（002882）发布2025年中报，证券之星财报模型分析如下： 此外，公司的货币资金为8.12亿元，同比增加77.10%，但经营性现金流仍为负值，每股经营性现金流 为-0.83元。虽然货币资金有所增加，但现金流状况并未得到根本改善。 投资与研发 公司在固态电池项目上的研发投入大幅增加，研发投入变动幅度为157.83%。同时，投资活动产生的现 金流量净额变动幅度为-1421.97%，主要用于投资建设固态电池项目生产基地。这表明公司在新兴技术 领域的布局正在加速，但也给短期财务状况带来了压力。 营收与利润 金龙羽发布的2025年中报显示，公司营业总收入达到21.57亿元，同比上升32.98%。然而，归母净利润 为6671.6万元，同比下降20.19%，扣非净利润为6238.05万元，同比下降23.03%。这表明尽管公司在营 业收入上有显著增长，但利润却出现了明显下滑。 单季度数据 从单季度数据来看，第二季度营业总收入为12.58亿元，同比上升34.33%，但第二季度归母净利润为 2954.75万元，同比下降37.78%，扣非净利润为2863.31万元，同比下降36.83%。这进一步反映了公司在 利润方面 ...

8月7日，深交所网站发布公告，对金龙羽（SZ002882，股价31.30元，市值135.50亿元）及相关当事人 予以通报批评处分。深交所查明，金龙羽存在违规行为。2025年5月20日中午，金龙羽通过其官方微信 公众号发布消息，宣布与相关方签订了10万支能量密度达500Wh/kg的EC01固态电芯订单。金龙羽在公 众号中将该订单称为公司发展的重要里程碑。 2023年2月，金龙羽再度因在投资者互动平台透露固态电池研发进展而导致股价飙涨，又一次收到深交 所关注函。金龙羽在回复中再次否认"蹭热点"，并披露了截至2023年1月31日，累计投入研发资金为 3863.94万元。实际上，这一数据远低于5年投资3亿元的年平均投入水平。 2023年12月，金龙羽与锦添翼终止合作。2024年初，金龙羽与研发团队核心人员共同设立子公司金龙羽 新能源（深圳）有限公司，继续固态电池材料研发项目。该公司是此次投资建设固态电池关键材料项目 的金龙羽新能源（惠东）有限公司的母公司。 一个多月股价翻倍 自2025年5月20日至6月30日，金龙羽股价从不到17元/股，最高上涨至超过40元/股。短短一个多月时 间，金龙羽股价实现了翻倍，并多次创下新 ...

Core Insights - The company Jinlongyu (002882) reported a total revenue of 2.157 billion yuan for the first half of 2025, representing a year-on-year increase of 32.98%, while the net profit attributable to shareholders decreased by 20.19% to 66.716 million yuan [1] - The second quarter revenue was 1.258 billion yuan, up 34.33% year-on-year, but the net profit for the same period fell by 37.78% to 29.5475 million yuan [1] - The company's accounts receivable is significantly high, with accounts receivable to net profit ratio reaching 1072.08% [1] Financial Performance - Revenue for 2024 was 1.622 billion yuan, while for 2025 it increased to 2.157 billion yuan, showing a growth of 32.98% [1] - Net profit for 2024 was 83.594 million yuan, which dropped to 66.716 million yuan in 2025, a decline of 20.19% [1] - Gross margin decreased from 13.47% in 2024 to 11.18% in 2025, a reduction of 17.00% [1] - Net margin also fell from 5.11% to 3.00%, a decline of 41.33% [1] - Total expenses (selling, administrative, and financial) amounted to 84.3134 million yuan, accounting for 3.91% of revenue, down 14.36% year-on-year [1] Cash Flow and Debt - The company has a healthy cash position with cash assets amounting to 812 million yuan, a 77.10% increase from the previous year [1] - The accounts receivable increased by 25.62% from 1.196 billion yuan to 1.502 billion yuan [1] - Interest-bearing debt rose by 37.28% from 593 million yuan to 814 million yuan [1] Business Model and Operational Efficiency - The company's return on invested capital (ROIC) was 5.47%, indicating average capital returns [1] - The historical median ROIC since the company went public is 10.2%, suggesting better investment returns in the past [1] - The company relies heavily on marketing-driven performance, necessitating a deeper analysis of the underlying drivers [2]

Core Insights - Jinlongyu reported a significant increase in shareholder accounts, reaching 92,745 as of June 30, 2025, an increase of 57,658 accounts or 164.33% compared to March 31, 2025 [1] - The average number of shares held per account decreased from 12,300 shares to 4,668 shares, with an average market value of 184,400 yuan per account [1][2] - The stock price of Jinlongyu increased by 136.72% from March 31, 2025, to June 30, 2025, coinciding with the increase in shareholder accounts [1] Company Performance - As of June 30, 2025, Jinlongyu's shareholder accounts exceeded the industry average of 38,200 accounts in the power grid equipment sector [1] - The average market value of shares held by Jinlongyu's shareholders is lower than the industry average of 241,200 yuan [1] - During the period from March 31, 2025, to June 30, 2025, Jinlongyu experienced a net outflow of 671 million yuan from institutional funds and 852 million yuan from speculative funds, while retail investors contributed a net inflow of 1.523 billion yuan [2] Market Activity - Jinlongyu was featured on the trading leaderboard 13 times during the reporting period, with institutional special seats appearing 5 times and Shenzhen Stock Connect special seats also appearing 5 times [2]

Core Insights - Jinlongyu (002882.SZ) released its semi-annual report for 2025 on August 9, 2025, indicating a total of 3 institutional investors holding shares, amounting to 2.8271 million shares, which represents 0.65% of the total share capital [1] Institutional Holdings - The total institutional holding ratio increased by 0.34 percentage points compared to the previous quarter [1] - The foreign investment landscape shows that one foreign fund, Hong Kong Central Clearing Limited, reduced its holdings by 0.15% compared to the previous quarter [1] - Two new foreign institutions disclosed their holdings this period, namely BARCLAYS BANK PLC and Goldman Sachs LLC [1]

Core Insights - Jinlongyu Energy Technology (Wuhan) Co., Ltd. has been established with a registered capital of 30 million yuan, focusing on various technological research and development areas, including carbon reduction and renewable energy technologies [1] Company Overview - The company is wholly owned by Jinlongyu and has a broad scope of operations, including natural science research, integrated circuit chip design, and various energy technologies [1] - The registered capital of the company is 30 million yuan, indicating a significant investment in its operational capabilities [1] Business Scope - The business activities encompass a wide range of sectors, including: - Carbon capture and storage technology research - Renewable energy technology development, such as solar and wind power [1] - Advanced materials and battery technology, including the recycling of used batteries from new energy vehicles [1] - Engineering management and consulting services [1] - The company also engages in the development of technologies for resource recycling and utilization, as well as various engineering and technical services [1]

Group 1 - The company Jinlongyu announced the approval of its 2025 semi-annual report and summary by the fourth supervisory board's ninth meeting [2]