证券代码：300054 证券简称：鼎龙股份 公告编号：2025-067 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于控股股东部分股份质押及解除质押的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 湖北鼎龙控股股份有限公司（以下简称"公司"）于近日收到本公司控股股 东、共同实际控制人之一--朱顺全先生的函告，获悉朱顺全先生所持有本公司的 部分股份办理了质押及解除质押的业务，具体事项如下： 三、控股股东股份累计质押的情况 截至本公告披露日，公司控股股东朱顺全先生及其一致行动人所持质押股份 情况如下： 注：截至 2025 年 9 月 24 日，公司 2024 年股票期权激励计划第一个行权期可行权的 9,775,200 股已行权 8,171,438 股，公司总股本由 938,282,591 股变更为 946,454,029 股。（同下表） 二、控股股东本次股份解除质押的基本情况 | | | 股东 名称 是否 为控 股股 东或 第一 大股 东及 其一 致行 动人 本次 质押 数量 （股） 占其 所持 股份 比例 占公 司总 股本 比 ...

Group 1 - Dinglong Co., Ltd. announced that as of the date of the announcement, Zhu Shunquan has pledged a total of 3.8 million shares, accounting for 2.75% of his total shareholding [1] - Zhu Shuangquan has pledged a total of 13 million shares, representing 9.34% of his total shareholding [1] Group 2 - On the anniversary of "9.24", the total market value of A-shares has surpassed 116 trillion yuan, indicating significant growth in the Chinese capital market [1]

证券代码：300054 证券简称：鼎龙股份 公告编号：2025-066 债券代码：123255 债券简称：鼎龙转债 湖北鼎龙控股股份有限公司 关于鼎龙转债开始转股的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完 整，没有虚假记载、误导性陈述或者重大遗漏。 特别提示： 根据《湖北鼎龙控股股份有限公司向不特定对象发行可转换公司债券募集 说明书》（以下简称"募集说明书"）约定，公司本次发行的可转换公司债券 相关条款如下： 一、可转换公司债券基本情况 （一）可转换公司债券发行情况 经中国证券监督管理委员会《关于同意湖北鼎龙控股股份有限公司向不特 定对象发行可转换公司债券注册的批复》（证监许可〔2025〕477 号）核准， 湖北鼎龙控股股份有限公司（以下简称"公司"）于 2025 年 4 月 2 日向不特定 对象发行面值总额 91,000 万元可转换公司债券，期限 6 年，每张面值为人民币 100 元，发行数量 9,100,000 张，募集资金总额为人民币 91,000 万元。扣除发行 费 用 人 民 币 1,288.219914 万 元 （ 不 含 税 ） 后 ， 募 集 资 金 净 额 为 人 ...

（文章来源：证券时报网） 数据宝统计，截至13:28，鼎龙股份成交额19.03亿元，创2024年10月10日以来新高。最新股价上涨 8.77%，换手率7.19%。上一交易日该股全天成交额为12.02亿元。（数据宝） ...

Group 1 - The core viewpoint of the news is that Dinglong Co., Ltd. has seen a significant increase in its stock price, with a rise of 5.63% to 36.60 CNY per share, and a total market capitalization of 34.593 billion CNY [1] - Dinglong Co., Ltd. is primarily engaged in the business of printing and copying consumables and optoelectronic semiconductor process materials, with 99.47% of its revenue coming from semiconductor materials, chips, and printing consumables [1] - The company was established on July 11, 2000, and went public on February 11, 2010, indicating a long-standing presence in the market [1] Group 2 - Dongcai Fund has a significant holding in Dinglong Co., Ltd., with its fund, Dongcai Times Preferred Mixed Initiation A (017857), being the largest shareholder, holding 28,000 shares, which represents 7.43% of the fund's net value [2] - The fund has seen a year-to-date return of 37.59% and a one-year return of 81.05%, ranking 2009 out of 8173 and 1239 out of 7996 in its category, respectively [2] - The fund manager, Feng Jiebo, has been in charge for 316 days, achieving a best return of 92.42% during his tenure [3]

Market Performance - The electronic chemicals sector rose by 2.06% on September 22, with Weiteou leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers - Weiteou (301319) closed at 42.08, with a significant increase of 19.99% and a trading volume of 158,600 shares, amounting to a transaction value of 633 million [1] - Other notable gainers include: - Siquan New Materials (301489) at 267.98, up 11.75% [1] - Dinglong Co., Ltd. (300054) at 35.10, up 5.69% [1] - Nanda Optoelectronics (300346) at 37.72, up 4.63% [1] Market Capital Flow - The electronic chemicals sector saw a net inflow of 15.1 million from institutional investors, while retail investors experienced a net outflow of 24.2 million [2] - The sector's overall capital flow indicates a mixed sentiment among different investor types [2] Individual Stock Capital Flow - Nanda Optoelectronics (300346) had a net inflow of 25.2 million from institutional investors, while retail investors saw a net outflow of 23.1 million [3] - Zhongshi Technology (300684) experienced a net inflow of 15.8 million from institutional investors, with retail investors facing a net outflow of 16.4 million [3] - Shanghai Xinyang (300236) had a net inflow of 43.1 million from institutional investors, while retail investors saw a net outflow of 62.9 million [3]

Group 1 - The core viewpoint of the news is that Dinglong Co., Ltd. has experienced a significant stock price increase, with a 5.3% rise on September 22, reaching 34.97 yuan per share, and a total market capitalization of 33.052 billion yuan [1] - Dinglong Co., Ltd. has seen its stock price rise for three consecutive days, with a cumulative increase of 8.35% during this period [1] - The company, established in July 2000 and listed in February 2010, primarily engages in the business of printing and copying consumables and optoelectronic semiconductor process materials, with 99.47% of its revenue coming from semiconductor materials, chips, and printing consumables [1] Group 2 - Among the top ten circulating shareholders of Dinglong Co., Ltd., E Fund's ETF (159915) reduced its holdings by 457,600 shares in the second quarter, now holding 17.0043 million shares, which accounts for 2.32% of the circulating shares [2] - The E Fund's ETF has achieved a floating profit of approximately 29.9275 million yuan today and a total floating profit of 43.5309 million yuan during the three-day stock price increase [2] - The E Fund's ETF has a total scale of 85.537 billion yuan and has delivered a year-to-date return of 46%, ranking 618 out of 4222 in its category [2]

Group 1 - Dinglong Co., Ltd. experienced a stock price increase of 3.82%, reaching 34.48 CNY per share, marking a new high [2] - The company's total market capitalization surpassed 32.589 billion CNY [2] - The trading volume amounted to 758 million CNY [2]

Market Overview - On September 18, the electronic chemicals sector rose by 1.96%, led by Siquan New Materials, while the Shanghai Composite Index closed at 3831.66, down 1.15% [1] - The Shenzhen Component Index closed at 13075.66, down 1.06% [1] Top Performers in Electronic Chemicals Sector - Siquan New Materials (301489) closed at 231.08, up 5.76% with a trading volume of 41,100 shares and a transaction value of 943 million [1] - Zhongjuxin (688549) closed at 9.95, up 4.85% with a trading volume of 1,426,600 shares and a transaction value of 1.416 billion [1] - Dinglong Co., Ltd. (300054) closed at 33.00, up 3.22% with a trading volume of 480,000 shares and a transaction value of 1.595 billion [1] Underperformers in Electronic Chemicals Sector - Lier Technology (688683) closed at 36.28, down 5.25% with a trading volume of 24,000 shares and a transaction value of 88.918 million [2] - Guanggang Gas (688548) closed at 11.20, down 3.53% with a trading volume of 242,300 shares and a transaction value of 275 million [2] - Guoci Materials (300285) closed at 22.50, down 2.47% with a trading volume of 350,200 shares and a transaction value of 796 million [2] Capital Flow Analysis - The electronic chemicals sector experienced a net outflow of 764 million from institutional investors, while retail investors saw a net inflow of 731 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are increasing their positions [2] Individual Stock Capital Flow - Strong New Materials (300429) had a net inflow of 40.744 million from institutional investors, but a net outflow of 21.407 million from retail investors [3] - Weiteou (301630) saw a net inflow of 32.697 million from institutional investors, with a significant net outflow from retail investors of 28.427 million [3] - Macro Electronic (603002) had a net inflow of 13.911 million from institutional investors, while retail investors contributed a net inflow of 2.451 million [3]

Core Insights - On September 17, Dinglong Co., Ltd. saw a stock price increase of 4.31% with a trading volume of 999 million yuan [1] - The company reported a financing buy-in amount of 98.96 million yuan and a financing repayment of 133 million yuan, resulting in a net financing outflow of 34.29 million yuan on the same day [1] - As of September 17, the total margin balance for Dinglong Co. was 872 million yuan, with a financing balance of 867 million yuan, representing 2.87% of the circulating market value, indicating a high level compared to the past year [1] Financing and Margin Data - On September 17, Dinglong Co. had a financing buy-in of 98.96 million yuan, with a current financing balance of 867 million yuan, which is above the 90th percentile of the past year [1] - The company repaid 7,600 shares in margin trading and sold 11,300 shares, with a selling amount of 361,300 yuan, while the margin balance was 5.68 million yuan, also above the 50th percentile of the past year [1] Company Overview - Dinglong Co., Ltd. is located in Wuhan, Hubei Province, and was established on July 11, 2000, with its listing date on February 11, 2010 [1] - The company's main business involves general printing and copying consumables and optoelectronic semiconductor process materials, with 99.47% of its revenue coming from semiconductor materials, chips, and printing consumables [1] Shareholder and Financial Performance - As of August 29, the number of shareholders for Dinglong Co. was 43,000, an increase of 13.16%, while the average circulating shares per person decreased by 11.55% [2] - For the first half of 2025, Dinglong Co. achieved a revenue of 1.732 billion yuan, a year-on-year increase of 14%, and a net profit attributable to shareholders of 311 million yuan, a year-on-year increase of 42.78% [2] - Since its A-share listing, Dinglong Co. has distributed a total of 476 million yuan in dividends, with 141 million yuan distributed in the last three years [2] Institutional Holdings - As of June 30, 2025, the largest circulating shareholder of Dinglong Co. was Hong Kong Central Clearing Limited, holding 35.2352 million shares, a decrease of 2.2701 million shares from the previous period [2] - The fourth largest circulating shareholder was E Fund's ChiNext ETF, holding 17.0043 million shares, a decrease of 457,600 shares, while the fifth largest was Xingquan Huitai Mixed A, which increased its holdings by 912,800 shares to 13.7337 million shares [2]