2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 2025 年半年度非经营性资金占用及其他关联资金往来情况汇总表 编制单位：上海冠龙阀门节能设备股份有限公司 单位：万元 | | 湖南昱景节能阀门有限公司 | | 控股子公司 | 其他应收款 | 202.00 | 10.00 | | 212.00 | 实施募投项目 | 非经营性往来 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 其他关联方及其附 | | | | | | | | | | | | 属企业 | | | | | | | | | | | | 总计 | | — | — | — | 15,949.44 | 4,844.00 | 2,901.75 | 17,891.69 | | — | 编制单位：上海冠龙阀门节能设备股份有限公司 单位：万元 | | | 占用方与上 | 上市公司核 | 2025 年期 | 2025 年半 年度占用累 | 2025 年半 年度占用资 | 2025 年半 | 2025 年半年期 | | | | --- | --- | --- ...

证券代码：301151 证券简称：冠龙节能 公告编号：2025-029 上海冠龙阀门节能设备股份有限公司 第二届董事会第十一次会议决议公告 具体内容详见公司同日刊登于巨潮资讯网的《2025 年半年度报告》及《2025 年半年度报告摘要》。 表决结果：同意票 7 票，反对票 0 票，弃权票 0 票。 （二）审议通过《关于<2025 年半年度募集资金存放、管理与使用情况的专 项报告>的议案》。 经审议，公司董事会认为 2025 年半年度公司已按《上市公司募集资金监管 规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运 作》等相关规定及时、真实、准确、完整披露募集资金的存放、管理与使用情况， 不存在违规情形。该议案已事先经董事会审计委员会审议通过。 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、董事会会议召开情况 上海冠龙阀门节能设备股份有限公司（以下简称"公司"）第二届董事会第 十一次会议于 2025 年 8 月 28 日在公司二楼会议室以现场结合通讯表决方式召开。 会议通知已于 2025 年 8 月 18 日向全体董事发出。本次会议 ...

Group 1 - The company's operating revenue for the first half of 2025 is 350 million yuan, representing a year-on-year decrease of 7.33% [1] - The net profit for the same period is 18.6851 million yuan, showing a year-on-year increase of 45.48% [1]

上海冠龙阀门节能设备股份有限公司 2025 年半年度报告 2025-028 1 上海冠龙阀门节能设备股份有限公司 2025 年半年度报告全文 二〇二五年八月 上海冠龙阀门节能设备股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、 完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法 律责任。 公司负责人李政宏、主管会计工作负责人毛静燕及会计机构负责人(会计 主管人员)沈玲芳声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告涉及未来计划等前瞻性陈述，均不构成公司对投资者的实质承诺， 投资者及相关人士应当对此保持足够的风险认识，并且应当理解计划、预测 与承诺之间的差异，敬请投资者注意投资风险。 公司在本报告第三节"管理层讨论与分析"之"十、公司面临的风险和 应对措施"部分，详细阐述了公司经营中可能存在的风险及应对措施，敬请 投资者关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 重要提示、目录和释义 2 | | --- | ...

Core Viewpoint - The switch valve industry in China is experiencing significant growth, driven by increasing demand in traditional sectors and emerging fields, with market size expected to reach 400 billion yuan by 2031 [1][6][15]. Group 1: Industry Development Status - Switch valves are essential components in fluid control systems, widely used in industries such as petrochemicals, power, and water treatment [2][6]. - The market size for switch valves in China is projected to grow from 11.62 billion yuan in 2016 to 21.23 billion yuan in 2024, with expectations to reach 26.27 billion yuan by 2025 and exceed 40 billion yuan by 2031 [1][6]. Group 2: Industry Chain - The upstream of the switch valve industry includes suppliers of raw materials (such as stainless steel, carbon steel, and various non-metallic materials) and components [8]. - The midstream involves the manufacturing of switch valves, while the downstream applications span across traditional industries and emerging sectors [8]. Group 3: Industry Policies - Recent government policies have been implemented to promote the development of the valve industry, emphasizing the importance of manufacturing in the national economy [10][12]. Group 4: Competitive Landscape - The switch valve market in China is characterized by intense competition, with many small and medium-sized enterprises and a dominance of foreign companies in the high-end market [13]. - Key domestic players include Neway Valve, Fangzheng Valve, and Zhongke Su Valve, among others, which are gradually improving their technology and quality to capture market share [13][14]. Group 5: Industry Development Trends - The switch valve industry is undergoing a transformation towards intelligence, high-end products, and sustainability, with emerging fields like hydrogen energy and semiconductors expected to drive future growth [15].

Group 1 - The stock price of Guanlong Energy as of August 25, 2025, is 24.15 yuan, down 0.54% from the previous trading day, with a trading volume of 227 million yuan and a turnover rate of 16.89% [1] - Guanlong Energy operates in the general equipment industry, focusing on the research and manufacturing of energy-saving equipment, primarily serving sectors such as water conservancy construction and new urbanization [1] - The company's current total market capitalization is 4.081 billion yuan, with a circulating market value of 1.346 billion yuan [1] Group 2 - Recent market attention towards Guanlong Energy has been moderate, with a trend of capital outflow observed [1] - On August 25, the net outflow of main funds was 4.6047 million yuan, with a cumulative net outflow of 84.0308 million yuan over the past five days [1]

冠龙节能今日下跌1.37%，全天换手率54.68%，成交额8.19亿元，振幅11.63%。龙虎榜数据显示，机构 净买入1059.37万元，营业部席位合计净卖出2364.90万元。 深交所公开信息显示，当日该股因日换手率达54.68%上榜，机构专用席位净买入1059.37万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交2.04亿元，其中，买入成交额为9527.73 万元，卖出成交额为1.08亿元，合计净卖出1305.53万元。 近半年该股累计上榜龙虎榜6次，上榜次日股价平均跌2.41%，上榜后5日平均跌3.73%。 资金流向方面，今日该股主力资金净流出5084.15万元，其中，特大单净流出3610.09万元，大单资金净 流出1474.06万元。近5日主力资金净流入5819.01万元。（数据宝） 冠龙节能8月19日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 机构专用 | 2724.01 | 2362.56 | | 买二 | 机构专用 | 1931.12 | 1631.17 | | ...

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.60亿元，其中，买入成交额为1.09亿 元，卖出成交额为5057.19万元，合计净买入5888.57万元。 具体来看，今日上榜的营业部中，共有3家机构专用席位现身，即买二、买三、买四、卖一、卖四，合 计买入金额6377.32万元，卖出金额2507.91万元，合计净买入3869.41万元。 冠龙节能今日涨停，全天换手率50.81%，成交额6.94亿元，振幅18.77%。龙虎榜数据显示，机构净买入 3869.41万元，营业部席位合计净买入2019.16万元。 深交所公开信息显示，当日该股因日换手率达50.81%上榜，机构专用席位净买入3869.41万元。 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 中国银河证券股份有限公司宜昌新世纪证券营业部 | 2901.11 | 0.00 | | 买二 | 机构专用 | 2896.33 | 1695.68 | | 买三 | 机构专用 | 1876.79 | 124.85 | | 买四 | 机构专用 | 1604.2 ...

从资金流向上来看，当日通用设备板块主力资金净流入3.01亿元，游资资金净流出10.97亿元，散户资金 净流入7.96亿元。通用设备板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 430476 | 海能技术 | 36.14 | 30.00% | | 10.53万 | | 3.54亿 | | 832662 | 方盛股份 | 47.90 | 22.07% | | 12.74万 | | 5.59亿 | | 301151 | 冠龙节能 | 26.26 | 20.02% | | 28.32万 | | 6.94亿 | | 873223 | 荣亿精密 | 14.08 | 19.02% | | 18.47万 | | 2.56亿 | | 833509 | 同惠电子 | 29.64 | 16.46% | | 13.06万 | | 3.68亿 | | 688448 | 磁容科技 | 66.99 | 15.97% | | 11.24万 | | 7.03亿 | | ...

Core Viewpoint - The A-share market has reached significant milestones, with major indices hitting multi-year highs and the total market capitalization surpassing 100 trillion yuan for the first time in history [3][10]. Market Performance - The Shanghai Composite Index broke through the previous high of 3731.69 points set in February 2021, marking a nearly ten-year high [4]. - The Shenzhen Component Index surpassed 11864.11 points, achieving a new high in the last two years [6]. - The ChiNext Index crossed the 2600-point mark, reaching its highest level since February 2023 [8]. - The total market capitalization of A-shares exceeded 100 trillion yuan, a historic milestone [10]. - As of the market close, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 1.73%, and the ChiNext Index gained 2.84% [11]. Sector Performance - Key sectors that saw significant gains included liquid cooling servers, film and television, consumer electronics, rare earth permanent magnets, and AI [13]. - The liquid cooling server sector was particularly strong, with over 20 stocks hitting the daily limit or rising more than 10%, including Shuguang Digital Creation with a 30% limit up [13]. Institutional Insights - According to Citic Securities, the current A-share market is characterized by a structural slow bull trend, with a focus on technology growth (AI computing power, robotics, innovative pharmaceuticals) and financial sectors (brokerage, insurance) [17]. - CICC noted that the recent upward trend in the A-share market reflects positive changes in market liquidity, with improved capital structure and increased market participation [17]. - Zhongxin Securities identified four characteristics of the current slow bull market, emphasizing structural prosperity as the main driving force and cautioning against potential overheating in investor sentiment [17].