（文章来源：证券日报） 证券日报网讯 1月5日，鹏翎股份在互动平台回答投资者提问时表示，截至2025年12月31日，公司的股 东总数为27959户。 ...

公司发布的三季报数据显示，前三季公司共实现营业收入19.60亿元，同比增长16.37%，实现净利润 4672.26万元，同比下降39.61%，基本每股收益为0.0615元，加权平均净资产收益率2.05%。（数据宝） （文章来源：证券时报网） 鹏翎股份12月24日披露，截至12月20日公司股东户数为28354户，较上期（12月10日）减少5397户，环 比降幅为15.99%。 证券时报·数据宝统计，截至发稿，鹏翎股份收盘价为5.40元，上涨2.08%，本期筹码集中以来股价累计 下跌9.70%。具体到各交易日，4次上涨，6次下跌。 ...

Core Insights - The rapid development of electric vehicles in China is highlighted, with the company aiming to sell its nylon-based products globally as essential components for new energy vehicles [2] - The company is transitioning from being a traditional parts supplier to a system assembly provider and technology solution supplier, responding to the increasing complexity of automotive systems [3][4] Company Transformation - The company is shifting its focus from selling individual components to providing integrated systems due to the growing complexity of automotive cooling systems and the demand for integrated sensor and precision joint solutions [3] - The company is experiencing a "revenue growth without profit increase" scenario, with a reported 16.37% increase in revenue to 1.96 billion yuan, while net profit decreased by 39.61% to 46.72 million yuan [4] New Growth Strategy - The company is launching a new growth curve through its heat management business, which will officially operate under a new subsidiary by the end of 2024, allowing for greater autonomy and potential for strategic investment [4][5] - The company has chosen a "water-side integrated module" approach for heat management, ensuring 100% self-manufacturing of core components to maintain technological independence and cost competitiveness [5] Investment and Collaboration - The company is actively investing in the sensor field and has previously invested in three related companies, indicating a strategy to build an ecosystem and explore business opportunities in smart driving [6] - The dual-track investment strategy allows the company to maintain strategic alignment with core business while exploring emerging opportunities, balancing short-term pragmatism with long-term foresight [7]

证券日报网讯12月16日，鹏翎股份（300375）在互动平台回答投资者提问时表示，截至2025年12月10 日，公司的股东总数为33751户。 ...

Group 1: Company Overview - The company introduced its development history, main business, products, and three-year strategic plan, including its sensor investment business [2] Group 2: Strategic Planning and Profitability - The company aims to enhance net profit margin through improved management quality, internal integration, and optimized production processes, targeting a significant increase in net profit margin within three years [3] - Key measures include improving per capita output and production efficiency [3] Group 3: Sales and Market Strategy - The company's sales model primarily involves direct engagement with vehicle manufacturers due to high design demand [3] - Future investment strategies will align with the three-year strategic plan, focusing on companies that can transition from automotive parts to smart machinery components [3] - The company plans to support target companies through capital and market assistance, utilizing equity investments to expand its business footprint [3] Group 4: Accounts Receivable Management - There has been an improvement in accounts receivable periods, with state-owned vehicle manufacturers adhering to their commitments, providing opportunities for optimization [3]

Market Overview - As of December 10, the Shanghai Composite Index closed at 3900.50 points, down by 9.03 points, a decrease of 0.23% [1] - The Shenzhen Component Index closed at 13316.42 points, up by 39.06 points, an increase of 0.29% [1] - The ChiNext Index closed at 3209.00 points, down by 0.60 points, a decrease of 0.02% [1] Trading Activity - A total of 93 A-shares had a turnover rate exceeding 20% on December 10 [1] - Notable stocks with high turnover rates included: - C Baiao (688796) with a turnover rate of 75.80% and a price increase of 146.63% [1] - De Yi Culture (300640) with a turnover rate of 57.78% and a price increase of 9.88% [1] - Longzhou Co. (002682) with a turnover rate of 55.52% and a price increase of 9.96% [1] - C Moore-U (688795) with a turnover rate of 51.93% and a price increase of 16.98% [1] - Shen Nong Agriculture (300189) with a turnover rate of 51.33% and a price increase of 20.07% [1] Individual Stock Performance - C Baiao (688796) closed at 65.80 yuan, showing a significant increase [1] - De Yi Culture (300640) closed at 9.79 yuan, reflecting a positive performance [1] - Longzhou Co. (002682) closed at 10.49 yuan, also showing a positive trend [1] - C Moore-U (688795) closed at 735.00 yuan, indicating strong market interest [1] - Shen Nong Agriculture (300189) closed at 6.88 yuan, demonstrating a solid increase [1]

天津鹏翎集团股份有限公司投资者关系活动记录表 编号：2025-12-03 2 | | 不是急功近利的短时间到位。 | | | | --- | --- | --- | --- | | 附件清单（如有） | | | | | 日期 | 2025 年 3 日 | 12 | 月 | 证券代码：300375 证券简称：鹏翎股份 3 | 投资者关系活动类别 | 特定对象调研 分析师会议 | | --- | --- | | | 媒体采访 业绩说明会 | | | 新闻发布会 路演活动 | | | 现场参观 | | | 其他 | | 参与单位名称及人员姓名 | 中信证券组织的线上投资者交流会议 | | 时间 | 2025 年 12 月 03 日 15:30-16:30 | | 地点 | 线上 | | 上市公司接待人员姓名 | 公司董事、副总裁、董事会秘书 张鸿志 | | 投资者关系活动 | 一、介绍公司基本情况：公司发展历程、主营业务、公 | | | 司产品、公司三年战略规划、传感器投资业务等。 | | 主要内容介绍 | 二、互动交流情况： | | | 1、请介绍公司未来发展的规划以及未来投资所青睐的 | | | 领域？ | ...

Group 1 - Dongfang Electric announced that three executives plan to reduce their holdings by a total of no more than 30,000 shares due to personal financial needs [1] - Yahu Pharmaceutical's APL-1401 clinical trial data was presented at the 19th European Colorectal Congress, indicating progress in treating moderate to severe ulcerative colitis [1] - Guizhou Bai Ling's actual controller is under investigation by the China Securities Regulatory Commission for insider trading and information disclosure violations [3] Group 2 - Bairen Medical's ePTFE pericardial membrane product has been approved for registration, ending the reliance on imports for this product in the domestic market [4] - Qianxin received approval for a total of 2 billion yuan in technology innovation bonds, with plans to issue medium-term notes and short-term financing bonds [6] - Tengjing Technology's shareholder plans to reduce holdings by no more than 1.96% of the company's shares [7] Group 3 - Yuntianhua's subsidiary is required to pay 386 million yuan in overdue taxes and penalties, which will impact the company's net profit for 2025 [8] - Jianyou Pharmaceutical's propofol emulsion injection has received FDA approval in the United States [9] - Suzhou Gaoxin successfully acquired land use rights for a residential project for 360 million yuan [9] Group 4 - Chalco International's subsidiary won a bid for a 3.03 billion yuan electrolytic aluminum project [11] - Tai Long Pharmaceutical's stock will continue to be suspended due to potential changes in control as the major shareholder is planning a share transfer [12] - Qianli Technology reported a 63.44% year-on-year increase in automobile sales for November, although new energy vehicle sales decreased by 43.98% [13] Group 5 - Fosun Pharma's innovative drug FXS0887 has received approval for a Phase I clinical trial for advanced malignant solid tumors [14] - Guoen Co. has obtained approval for a project to produce 20,000 square meters of aviation-grade acrylic glass, with a total investment of 560 million yuan [15] - Guofa Co.'s chairman resigned due to personal reasons [17] Group 6 - Shanghai Construction won a bid for a state-owned construction land use right for 264 million yuan [18] - Weixin Kang's subsidiary received approval for a clinical trial of lidocaine cream for local anesthesia [20] - Sanxing Medical's subsidiary is a candidate for a 152 million yuan transformer procurement project for the State Grid [20] Group 7 - People's Daily announced the resignation of its president due to work changes, while retaining other leadership roles [21] - Beibu Gulf Port reported a 0.29% year-on-year increase in cargo throughput for November [22] - Chongqing Construction won three engineering projects with a total value of approximately 2.773 billion yuan [23] Group 8 - Xingyu Co. is planning to issue H-shares and list on the Hong Kong Stock Exchange [24] - Huajian Group signed a design contract worth 160 million yuan for a comprehensive project [25] - Wankai New Materials plans to invest 350 million yuan in a technical transformation project for producing 100,000 tons of adipic acid [26] Group 9 - Kaipuyun received a government subsidy of 18 million yuan, which is 87.43% of its net profit for the last audited fiscal year [28] - Ningbo Port expects a 10.8% year-on-year increase in container throughput for November [30] - An Cai High-Tech plans to invest 498 million yuan to upgrade its photovoltaic glass production line [32] Group 10 - Shunhao Co. stated that its existing business has not generated synergies with the rail business, which faces various risks [34] - Yihualu plans to publicly transfer 35% of its stake in Liaoyun Company [35] - ST Wanfang's shareholder plans to reduce holdings by no more than 3% of the company's shares [36] Group 11 - Youyou Food's shareholder plans to reduce holdings by no more than 110,000 shares [38] - Hengtong Optic-Electric's incentive fund has spent 49.98 million yuan to purchase company shares [41] - Zoli Pharmaceutical plans to issue convertible bonds to raise no more than 1.556 billion yuan for various projects [42]

Core Viewpoint - The company, Pengling Co., Ltd. (300375.SZ), plans to invest a total of 30 million yuan through equity transfer and capital increase to acquire an 8.49105% stake in Wuhan Liyan, with a pre-investment valuation of 520 million yuan [1] Group 1: Investment Strategy - The investment aligns with the company's three-year strategic plan and market development assessment, focusing on deepening its core business and enhancing profit margins [1] - The target company operates in the sensor industry, producing inductive position sensors primarily used in steering and braking systems, which can extend into the smart machinery components sector [1] Group 2: Industry and Technology - The sensor industry is characterized by its technological attributes, and the products produced by the target company have potential applications in higher-tech manufacturing [1] - The investment is aimed at optimizing and upgrading the company's product structure while enhancing its core competitiveness through strategic partnerships with quality enterprises in the upstream and downstream of the industry chain [1]

Core Viewpoint - The company Pengling Co., Ltd. plans to invest 30 million yuan in Wuhan Liyan Control Technology Co., Ltd., acquiring an 8.49% stake through equity transfer and capital increase [1] Group 1: Company Investment - Pengling Co., Ltd. will collaborate with Ma'anshan Shangqi Intelligent Venture Capital Partnership to invest in Wuhan Liyan [1] - The investment amount is set at 30 million yuan [1] - The investment will result in the company holding a total of 8.49% equity in Wuhan Liyan [1] Group 2: Industry Overview - Wuhan Liyan operates in the sensor industry, specifically producing inductive position sensors [1] - The products are primarily used in steering systems and braking systems [1] - The underlying technology of the products has potential applications in the smart machinery components sector [1]