Group 1 - The establishment of Jinlongyu Energy Technology (Wuhan) Co., Ltd. has been officially registered with a capital of 30 million yuan [1] - The company's business scope includes manufacturing of graphite and carbon products, new membrane materials manufacturing and sales, and sales of power distribution switch control equipment [1] - Jinlongyu (002882) holds 100% ownership of the newly established company [1]

登录新浪财经APP 搜索【信披】查看更多考评等级 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、股东股份质押基本情况 金龙羽集团股份有限公司（以下简称"公司"、"本公司"）近日接到实际控制人、控股股东郑有水先生的 通知，获悉其所持有本公司的部分股份被质押，具体事项如下： 1．本次股份质押基本情况： 单位：万股 ■ 注1：用于医院投资。 注2：郑有水先生质押股份不存在业绩补偿义务。 2.股东股份累计质押情况： 截至2025年8月4日，上述股东及其一致行动人所持质押股份情况如下： 单位：股 注1：以上比例数据与合计数若有差异为四舍五入造成。 注2：以上限售不包括高管锁定。 二、其他说明 1.本次股份质押不存在平仓风险或被强制过户风险。 2.本次股份质押事项不会导致公司实际控制权发生变更。 3.郑有水先生资信状况良好，具备相应的履约能力，本次股份质押不会对公司的生产经营及公司治理造 成影响。 三、备查文件 1．证券质押及司法冻结明细表； 2．持股5%以上股东每日持股变化明细； 3．股票质押式回购交易协议书。 ■ 2025年8月6日 金龙羽集团股份有限公司 董 ...

Group 1 - The stock price of Jinlongyu reached 32.18 yuan as of August 5, 2025, with an increase of 0.63% compared to the previous trading day [1] - The trading volume on that day was 123,198 lots, with a transaction amount of 397 million yuan [1] - Jinlongyu's main business includes the research, production, and sales of electric wires and cables, which are widely used in power, communication, and rail transit sectors [1] Group 2 - In the first quarter of 2025, the company achieved an operating income of 899 million yuan and a net profit of 37.17 million yuan [1] - On August 5, the company announced that its controlling shareholder, Zheng Youshui, pledged 12 million shares, accounting for 4.88% of his holdings [1] - As of the announcement date, Zheng Youshui and his concerted parties had pledged a total of 95.67 million shares, representing 22.10% of the company's total share capital [1] Group 3 - On August 5, the net outflow of main funds for Jinlongyu was 8.9237 million yuan, with a cumulative net outflow of 152 million yuan over the past five days [1]

关于股东股份质押的公告 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。 证券代码：002882 证券简称：金龙羽 公告编号：2025-060 金龙羽集团股份有限公司 一、股东股份质押基本情况 金龙羽集团股份有限公司（以下简称"公司"、"本公司"）近日接到实际 控制人、控股股东郑有水先生的通知，获悉其所持有本公司的部分股份被质押， 具体事项如下： 1．本次股份质押基本情况： 单位：万股 | 股东名 | 是否为控股 股东或第一 | 本次 | 占其所 | 占公 司总 | 是否 | 是否为 | 质押 | 质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 质押 | 持股份 | | 为限 | 补充质 | 起始 | 到期 | 质权人 | | | 称 | 大股东及其 | | | 股本 | | | | | | 用途 | | | | 数量 | 比例 | | 售股 | 押 | 日 | 日 | | | | | 一致行动人 | | | 比例 | | | | | | ...

金融界消息 截至2025年8月1日收盘，金龙羽（002882）报收于31.12元，下跌3.44%，换手率5.77%，成 交量14.25万手，成交金额4.46亿元。 资金流向方面，今日主力资金净流出4058.46万元，占比成交额9.11%。其中，超大单净流出987.50万 元、占成交额2.22%，大单净流出3070.96万元、占成交额6.89%，中单净流出流出1698.45万元、占成交 额3.81%，小单净流入5756.91万元、占成交额12.92%。 金龙羽最新一期业绩显示，截至2025一季报，公司营业总收入8.99亿元、同比增长31.14%，归属净利润 3716.85万元，同比增长2.94%，扣非净利润3374.74万元，同比减少5.51%，流动比率1.868、速动比率 1.390、资产负债率46.40%。 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7家企业，参与招投标项目732次，知识 ...

证券之星消息，7月30日电网设备板块较上一交易日下跌0.63%，金龙羽领跌。当日上证指数报收于 3615.72，上涨0.17%。深证成指报收于11203.03，下跌0.77%。电网设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603530 神马电力 | | 4756.23万 | 25.14% | -2352.03万 | -12.43% | -2404.19万 | -12.71% | | 002276 万马股份 | | 3874.17万 | 6.34% | -1455.50万 | -2.38% | -2418.67万 | -3.96% | | 601877 | 正泰电器 | 1952.10万 | 7.39% | -6.91万 | -0.03% | -1945.19万 | -7.36% | | 603333 | 尚纬股份 | 1842.22万 | 10.19% | -929.62万 | - ...

Core Viewpoint - Lithium-rich manganese-based cathode materials are ideal for solid-state batteries due to their high specific capacity, high voltage characteristics, cost advantages, and compatibility with solid-state battery systems, showing significant potential in enhancing energy density, safety, and reducing costs [2]. Group 1: Industry Overview - The maturity of solid-state battery technology is expected to accelerate the penetration of lithium-rich manganese-based materials in high energy density demand scenarios such as new energy vehicles and low-altitude economy [2]. - According to incomplete statistics from SPIR, there are currently 34 core production enterprises of lithium-rich manganese-based cathode materials for solid-state batteries in China [2]. Group 2: List of Companies - A list of 34 companies producing lithium-rich manganese-based cathode materials includes: - Tsinghua Tongfang Technology - Rongbai Technology - Guoxuan High-Tech - Hunan Youneng - Greeenme - Ningbo Yian Lithium - Wanrun New Energy - Tianli Lithium Energy - Kunming Technology - Zhongke Gonen - Shenzhen Kejing - Changyuan Lithium Technology - Fengyuan Co., Ltd. - Huayou Cobalt - Zhenhua New Materials - Yibin Lithium Treasure - Jiangte Electric - BASF Shanshan - Chuanglu Advanced - Jinlongyu - Greenme - Xiangtan Electrochemical - Mengguli - Xiamen Tungsten New Energy - Chuangneng Huitong - Jusheng Technology - Sufang New Energy - Longli New Energy - Chuangneng New Materials - Zhuhai Guanyu - Tianhua New Energy - Su Lithium Technology - Ningxia Hanyao - Boshik High-Tech [3].

Group 1 - The power grid equipment sector experienced a significant decline, with major companies such as Anke Intelligent Electric (300617) and Qiuguan Cable dropping over 9% [1] - Morning Light Cable saw a decrease of over 7%, indicating a broader trend of falling stock prices in the sector [1] - Other companies like Xinling Electric (301388) and Jinlongyu (002882) also faced declines, contributing to the overall downturn in the industry [1]

Core Insights - The solid-state battery index decreased by 0.8% from June 30 to July 4, with a cumulative increase of 18.2% expected by 2025, outperforming the CSI 300 index which is projected to increase by 17.0% [1][4] - Among the solid-state battery-related stocks, the average decline was 1.3%, with only the current collectors segment showing an increase of 7.0% [1][4] Stock Performance - Top five gainers: Zhongyi Technology (+21.1%), Defu Technology (+21.0%), Honggong Technology (+21.0%), Yuanhang Precision (+12.2%), and Jiayuan Technology (+6.7%) [1][4] - Top five losers: Yinglian Co. (-17.7%), Nuode Co. (-12.9%), Tianji Co. (-11.3%), Jinlongyu (-9.2%), and Zhonglun New Materials (-8.5%) [1][4] Industry Developments - Shanghai Xiba plans to participate in the auction for Yuyuan Rare Earth's lithium sulfide business assets [2] - Several companies have secured orders for solid-state battery copper foil products, including Defu Technology with a significant order from a leading power battery customer [2] - Anwa Technology has successfully launched the first GWh-level solid-state battery production line, marking a significant advancement in solid-state battery development [2] - The industry is transitioning from laboratory stages to mass production validation, with expectations for small batch vehicle testing by the end of 2025 and widespread testing in 2026-2027 [2]

关于项目中标的进展公告 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、项目中标的主要情况 证券代码：002882 证券简称：金龙羽 公告编号：2025-059 金龙羽集团股份有限公司 金龙羽集团股份有限公司（以下简称"本公司"或"公司"）于 2020 年 1 月 7 日收到南方电网物资有限公司的《中标通知书》，确认本公司中标南方电网 物资有限公司 2019 年 10kV 交联电缆（阻燃型）、低压交流电力电缆（阻燃型）、 低压电线、低压交流电力电缆（普通型）材料框架招标部分项目（以下简称"2020 年中标项目"），按中标比例预估中标金额为 27,148 万元（含税）。 公司下属子公司惠州市金龙羽超高压电缆有限公司（以下简称"超高压公 司"）、惠州市金龙羽电缆实业发展有限公司（以下简称"电缆实业"）于 2021 年8月4日收到南方电网物资有限公司于2021年8月4日作出的《中标通知书》， 确认中标南方电网物资有限公司 2021 年 110kV 交流电力电缆、低压交流电力电 缆（阻燃型）、10kV 交流电力电缆（阻燃型）、低压电线框架招标部分项目（以 下简称" ...