股票代码：002882 股票简称：金龙羽 公告编号：2025-058 金龙羽集团股份有限公司 关于公司对外担保进展的公告 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、担保情况概述 （一）2024 年度对外担保预计情况 1、为全资子公司向金融机构融资提供担保的预计 金龙羽集团股份有限公司（以下简称"公司"）于 2024 年 4 月 11 日召开 第四届董事会第三次（定期）会议、第四届监事会第二次会议，审议通过了 《关于向金融机构申请综合授信额度的议案》及《关于 2024 年度对外担保预计 的议案》，同意公司及子公司可向一家或多家金融机构申请综合授信额度，同 时公司为全资子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"）及惠州市金龙羽超高压电缆有限公司（已注销）融资提供不超过人民币 100,000 万元的担保，担保范围包括但不限于申请综合授信、流动资金贷款、 银行承兑汇票、信用证、保函等。担保方式包括但不限于连带责任保证等。具 体内容详见公司于 2024 年 4 月 13 日在指定信息披露媒体巨潮资讯网 （http://www.cninfo. ...

Group 1 - *ST JINGANG is advancing pre-restructuring and restructuring procedures, establishing Beijing Jingang Shuhai Intelligent Computing Technology Co., Ltd. with a registered capital of 10 million yuan to explore the intelligent computing industry [1] - The restructuring investor, Shanghai Hongqi Yunchuang Technology Group Co., Ltd., will leverage its industry advantages to assist the company in expanding new business [1] - Investors should be aware of the risks associated with entering new business areas, including market competition and technological updates, as the company is currently undergoing restructuring [1] Group 2 - Shengxin Lithium Energy plans to repurchase shares worth 400 million to 500 million yuan at a price not exceeding 17.75 yuan per share, demonstrating confidence in its value and commitment to shareholder rights [2] - The company has secured a loan commitment of up to 400 million yuan from the Chengdu branch of Industrial and Commercial Bank of China to support the share repurchase [2] - The share repurchase plan aims to enhance stock value and maintain shareholder interests, while investors should monitor market changes and financial risks during the implementation process [2] Group 3 - Jinlongyu has made progress in the research and development of solid-state batteries and related key materials, with some materials sent for customer evaluation [3] - The company has signed a small procurement order for high-energy-density solid-state battery cells for drones, which is not expected to significantly impact overall profits [3] - Despite having orders, the solid-state battery business has not yet formed a stable long-term revenue stream, indicating limited impact on the company's overall performance [3]

Market Overview - On June 24, the Shanghai Composite Index rose by 1.15%, the Shenzhen Component Index increased by 1.68%, and the ChiNext Index climbed by 2.3% [2] - A total of 66 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds being 318 million yuan into Guoxuan High-Tech (002074.SZ) [2][3] Stock Performance - Guoxuan High-Tech saw a net buy of 318 million yuan, accounting for 6.4% of the total trading volume, and closed up by 10.02% with a turnover rate of 9.92% [3][5] - The stock with the highest net outflow was Dawi Co., Ltd. (002213.SZ), which experienced a net sell of 172 million yuan, representing 9.77% of the total trading volume, and closed up by 0.84% with a turnover rate of 42.93% [3][6] Institutional Activity - On the same day, 30 stocks on the Dragon and Tiger List had institutional involvement, with institutions net selling a total of 114 million yuan [7] - The stock with the highest net buy from institutions was Guangxun Technology (002281.SZ), which closed up by 10% and had a turnover rate of 7.28% [7][8] Northbound Capital Flow - Northbound funds participated in 16 stocks on the Dragon and Tiger List, with a total net buy of 395 million yuan [12] - The stock with the highest net buy from northbound funds was Ice Glacier Network (300533.SZ), with a net buy of 154 million yuan, accounting for 9.57% of the total trading volume [12] Divergence in Institutional and Northbound Activity - There was a divergence in the trading of several stocks, such as Inner Mongolia First Machinery Group, where institutions net sold 76.74 million yuan while northbound funds net bought 36.59 million yuan [14] - Similar patterns were observed in stocks like Zhenhua New Materials and Saiwu Technology, indicating differing investment strategies between institutions and northbound funds [14][15]

证券代码：002882 证券简称：金龙羽 公告编号：2025-057 金龙羽集团股份有限公司 股票交易异常波动公告 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。 特别提示： 1、公司固态电池及其关键材料业务虽然目前已有订单，但暂未形成长期稳 定收入，对公司整体业绩暂不构成重大影响。受宏观经济、行业政策、市场环 境变化等因素的影响，该项目亦存在产业化、商用化不及预期的风险。请广大 投资者谨慎决策，注意投资风险。 2、公司股价近期波动幅度较大，敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 金龙羽集团股份有限公司（以下简称"公司"、"本公司"）股票（证券简 称：金龙羽，证券代码：002882）于 2025 年 6 月 20 日、6 月 23 日、6 月 24 日 连续三个交易日内日收盘价格涨幅偏离值累计超过 20％，根据《深圳证券交易 所交易规则》的有关规定，属于股票交易异常波动的情形。 二、公司关注、核实情况 针对公司股票交易异常波动，公司董事会通过书面问询的方式，对公司控股 股东、实际控制人及一致行动人针对相关事项进行了核实，有关情况说明如下： ...

Group 1 - Jinlongyu (002882) experienced a limit-up in stock price today, with a trading volume of 2.344 billion yuan and a turnover rate of 29.79% [1] - The post-market dragon and tiger list indicates that the Shenzhen Stock Connect special seat bought 82.1184 million yuan and sold 115 million yuan [1] - One institutional special seat had a net purchase of 10.5168 million yuan [1]

固态电池概念股盘初拉升，湘潭电化（002125）涨停走出4连板，诺德股份（600110）、振华新材涨超 7%，华盛锂电、金龙羽（002882）、龙蟠科技（603906）跟涨。 暗盘资金正涌入这些股票，点击速看>>> ...

6月23日，沪深两市全天成交额1.12万亿，较上个交易日放量549亿。板块上，兵装重组概念、跨境支 付、港口航运、军工信息化、油气开采等板块涨幅居前，白酒等少数板块下跌。 | 代码 | 名称 | 涨幅 | 现价 涨停分析 | 几天儿板 | | --- | --- | --- | --- | --- | | 002490 山东墨龙 | | +9.97% | 7.72 页岩气+油气装备+AH两地上 7连板 | | | 002207 | 准油胶份 | +9.98% | 10.58 油气+订单增长+国企改革 | 7大6板 | | 600110 | 诺德股份 | +10.10% | 5.67 固态电池材料+PCB概念+电:5连板 | | | 005362 | 永安药业 | +10.00% | 65'62 牛磺酸+功能饮料 | 8大4板 | | 600113 | 浙江东日 | +10.00% | 22.76 脑机接口+农批市场+特医食 5天4板 | | | 601 606 | 长城军工 | +10.02% | 20.20 兵装重组概念+弹药武器装;4连板 | | | 002109 | 兴化股份 | +9.92% | 4. ...

证券代码：002882 证券简称：金龙羽 公告编号：2025-056 金龙羽集团股份有限公司 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。 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 | 是否 | 是否为 | 质押 | 质押 | | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 司总 | | | | | | | | 称 | 大股东及其 | 质押 | 持股份 | 股本 | 为限 | 补充质 | 起始 | 到期 | 质权人 | 用途 | | | | 数量 | 比例 | | 售股 | 押 | 日 | 日 | | | | | 一致行动人 | | | 比例 | | | | | | ...

Core Viewpoint - The rapid development of the drone industry, particularly in logistics, is significantly driven by advancements in high energy density battery technologies, which are essential for meeting the demands of long endurance and high reliability in commercial applications [1][7]. Industry Overview - The Chinese industrial drone market is the largest segment in the drone industry, with a market size exceeding 120 billion RMB in 2024 [1]. - Logistics drones are experiencing an annual growth rate of over 30%, making them the fastest-growing segment within the drone industry [2]. Technological Advancements - The development of logistics drones is accelerating due to policy support and advancements in 5G technology, which reduces transmission latency to under 20 milliseconds, facilitating large-scale commercialization [3]. - The demand for high energy density batteries is being catalyzed by the clear operational needs in the drone sector, as evidenced by the extensive commercial practices in cities like Shenzhen, which has opened nearly 300 drone routes and completed over 1.7 million cargo flights [7]. Market Dynamics - The commercial drone market prioritizes endurance and cycle life as core metrics, with battery packs representing only 2%-3% of the total cost of small drones. Operators are willing to pay a premium of 20%-30% for performance improvements [7]. - The anticipated commercialization of high energy density technologies in low-altitude flight is being accelerated by positive market responses, with several battery manufacturers receiving bulk orders from drone manufacturers [8]. Competitive Landscape - Companies like Factorial and Amprius are supplying solid-state and silicon anode batteries for drones, while domestic firms such as Weilan New Energy and Jinlongyu Group are also making significant strides in battery production [8][9]. - Despite the current cost of solid-state batteries being approximately 1.5 times that of liquid lithium batteries, it is projected that this gap will narrow to between 1.2 and 1.5 times by the end of 2026, making it a more acceptable premium for high-performance commercial drones [9]. Upcoming Events - The 18th High-Performance Lithium Battery Industry Summit will be held on June 25-26, 2025, in Changzhou, focusing on the restructuring of the industry chain and the resonance of applications across various scenarios [9].

证券代码：002882 证券简称：金龙羽 公告编号：2025-055 金龙羽集团股份有限公司 股东郑钟洲保证向本公司提供的信息内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 公司于近日收到郑钟洲先生的《股份减持计划实施完成的告知函》，获悉郑 钟洲先生上述股份减持计划已经实施完毕。根据《上市公司股东减持股份管理暂 行办法》及《深圳证券交易所上市公司自律监管指引第 18 号——股东及董事、 高级管理人员减持股份》等有关规定，现将其减持计划的完成情况公告如下： 一、股东减持情况 | 减持方式 | 股东名称 | 减持期间 | 减持均价 | 减持股数 | | 减持比例 | | | --- | --- | --- | --- | --- | --- | --- | --- | | （元/股） （%） | | | | （股） | | | | | 集中竞价 | | | | | | | | | 0.12 | 郑钟洲 | 五个交易日后的三个 | | 17.26 | 500,000 | | | | 交易 | | | | | | | | | 月内 | ...