北方长龙新材料技术股份有限公司 关于公司及相关人员收到陕西证监局 行政监管措施决定书的公告 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。 北方长龙新材料技术股份有限公司（以下简称"公司"）于 2026 年 3 月 20 日收到中国证券监督管理委员会陕西监管局（以下简称"陕西证监局"）出具的 《关于对北方长龙新材料技术股份有限公司采取责令改正并对陈跃、相华、孟海 峰采取出具警示函行政监管措施的决定》（陕证监措施字〔2026〕8 号）（以下 简称《决定书》），现将相关情况公告如下： 一、《决定书》内容 北方长龙新材料技术股份有限公司，陈跃、相华、孟海峰： 经查，你公司存在以下问题： 证券代码：301357 证券简称：北方长龙 公告编号：2026-012 事项负有主要责任。根据《上市公司现场检查规则》（证监会公告〔2022〕21 号）第二十一条和《办法》第五十二条规定，我局决定对你公司采取责令改正并 对陈跃、相华、孟海峰采取出具警示函的行政监管措施。你们应认真汲取教训， 按照以下要求采取有效措施进行改正，并于收到本决定书之日起三十日内向我局 提交书面整改报告。 一 ...

证券代码：301357 证券简称：北方长龙 公告编号：2026-011 北方长龙新材料技术股份有限公司 关于筹划重大资产重组的进展公告 5、根据《上市公司股票停复牌规则》《深圳证券交易所上市公司自律监管 指引第 6 号——停复牌》的相关规定，本次筹划事项公司股票不停牌。公司将根 据相关事项的进展情况，分阶段及时履行信息披露义务，敬请广大投资者注意投 资风险。 第 1 页 一、本次交易概述 公司拟以支付现金方式购买顺义科技 51.00%股份。如本次交易能顺利完成， 顺义科技将成为公司的控股子公司。公司已与标的公司股东签署了《意向协议》， 具体内容详见公司于 2026 年 1 月 8 日在巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于筹划重大资产重组暨签署<支付现金购买资产意向协议>的提示性 公告》（公告编号：2026-002）。 2026 年 2 月 6 日，公司对本次重大资产重组的进展情况进行了披露，具体 内容详见巨潮资讯网（http://www.cninfo.com.cn）披露的《关于筹划重大资产重 组的进展公告》（公告编号：2026-010）。 本公司及董事会全体成员保证信息 ...

Group 1 - The core point of the article is that as of February 13, 2026, the number of shareholders for the company Northern Long Dragon is reported to be 24,070 [2]

Group 1 - The core viewpoint of the news is that Beifang Changlong (301357) is currently focused on significant asset restructuring and market funding trends, with a planned cash acquisition of 51% of Shenyang Shunyi Technology, which is still in the planning stage and subject to due diligence [1] - The company announced on February 6 that it intends to acquire the shares, which is expected to constitute a major asset restructuring, but no formal agreement has been signed yet, indicating uncertainty [1] - As of February 12, the financing data shows that the financing buy-in amount was 18.81 million yuan, with a financing balance of 173 million yuan, representing a high proportion of the circulating market value, while the margin balance is also at a relatively high level over the past year [1] Group 2 - In the recent trading period from February 6 to February 13, Beifang Changlong's stock price exhibited volatility, with significant differentiation in capital flow [2] - On February 13, the closing price was 133.18 yuan, with a single-day increase of 2.71% and a net inflow of approximately 11.09 million yuan from main funds; however, on February 12, the stock price fell by 2.09% to 129.67 yuan, with a net outflow of 35.08 million yuan [2] - Weekly data shows that as of February 6, the stock price had a cumulative decline of 4.05%, with a net outflow of 78.58 million yuan from main funds, indicating significant price fluctuations and short-term pressure on capital [2]

Group 1 - The company, Beifang Changlong (301357.SZ), has indicated that it has business and products related to drones, which are applicable in the aerospace field [2] - The revenue from the drone-related business constitutes a very small proportion of the company's total operating revenue, contributing minimally to overall income [2] - The company advises investors to be cautious of trading risks in the secondary market and to make rational investment decisions to avoid losses due to speculative trading [2]

证券代码：301357 证券简称：北方长龙 公告编号：2026-010 北方长龙新材料技术股份有限公司 3、本次交易尚处于筹划阶段，公司与标的公司股东签署的《支付现金购买 资产意向协议》（以下简称《意向协议》）仅为意向性协议，具体的交易方式及 交易条款尚需交易各方进一步协商和论证，并由各方履行必要的决策和审批程序， 交易方案的相关内容以各方签署的正式协议为准。 4、本次交易存在不确定性，可能出现因外部环境变化导致交易条件发生变 化，进而导致交易终止的情况。敬请广大投资者注意投资风险。 5、根据《上市公司股票停复牌规则》《深圳证券交易所上市公司自律监管 指引第 6 号——停复牌》的相关规定，本次筹划事项公司股票不停牌。公司将根 据相关事项的进展情况，分阶段及时履行信息披露义务，敬请广大投资者注意投 资风险。 第 1 页 一、本次交易概述 公司拟以支付现金方式购买顺义科技 51.00%股份。如本次交易能顺利完成， 顺义科技将成为公司的控股子公司。公司已与标的公司股东签署了《意向协议》， 具体内容详见公司于 2026 年 1 月 8 日在巨潮资讯网（http://www.cninfo.com.cn） 披露的《关于筹 ...

Core Viewpoint - The company, Beifang Changlong (301357.SZ), focuses on the military equipment sector, specifically in the research, design, production, and sales of military vehicle supporting equipment based on non-metal composite materials [1] Group 1: Company Focus - The company is dedicated to the performance research, process structure design, and application technology of non-metal composite materials [1] - The company has projects that involve applications in the naval vessel sector [1]

Market Overview - The ground armament sector increased by 0.6% compared to the previous trading day, with Galaxy Electronics leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up by 0.85%, while the Shenzhen Component Index closed at 14156.27, up by 0.21% [1] Stock Performance - Galaxy Electronics (002519) closed at 8.44, with a rise of 2.55% and a trading volume of 1.5 million shares, amounting to a transaction value of 1.26 billion [1] - Other notable performers include: - GanHua Science and Technology (000576) at 10.77, up by 2.28% [1] - North Long Dragon (301357) at 131.13, up by 2.02% [1] - ST Emergency (300527) at 8.39, up by 0.72% [1] Capital Flow - The ground armament sector experienced a net outflow of 77.41 million from institutional investors, while retail investors saw a net inflow of 5.40 million [2] - The capital flow for key stocks includes: - Galaxy Electronics had a net inflow of 35.17 million from institutional investors [3] - North Long Dragon saw a net inflow of 14.05 million from institutional investors [3] - ST Emergency had a net inflow of 1.29 million from retail investors [3]

Market Performance - The ground equipment sector increased by 2.41% compared to the previous trading day, with Galaxy Electronics leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Stock Performance - Key stocks in the ground equipment sector showed the following closing prices and percentage changes: - Galaxy Electronics (002519) closed at 8.23, up 4.84% with a trading volume of 1.348 million shares and a turnover of 1.094 billion [1] - North Navigation (600435) closed at 16.67, up 3.09% with a trading volume of 364,000 shares and a turnover of 601 million [1] - Tianzuo Equipment (300922) closed at 22.96, up 2.96% with a trading volume of less than 30,200 shares and a turnover of 16.895 million [1] - Other notable stocks include Guodian (688543) at 65.68, up 2.24%, and Zhongbing Hongjian (000519) at 18.87, up 2.78% [1] Capital Flow - The ground equipment sector experienced a net outflow of 24.918 million from institutional investors, while retail investors saw a net inflow of 14.6 million [1] - Detailed capital flow for key stocks indicates: - Galaxy Electronics had a net inflow of 55.239 million from institutional investors but a net outflow of 14.471 million from retail investors [2] - North Navigation saw a net outflow of 2.409 million from institutional investors but a net inflow of 11.973 million from retail investors [2] - Tianzuo Equipment had a net inflow of 4.195 million from institutional investors and a net outflow of 1.430 million from retail investors [2]

Market Overview - The ground equipment sector experienced a decline of 2.78% on February 2, with Jieqiang Equipment leading the drop [1] - The Shanghai Composite Index closed at 4015.75, down 2.48%, while the Shenzhen Component Index closed at 13824.35, down 2.69% [1] Stock Performance - Notable stock performances in the ground equipment sector included: - Galaxy Electronics (002519) closed at 7.85, up 0.26% with a trading volume of 795,300 shares and a turnover of 632 million yuan [1] - Jieqiang Equipment (300875) closed at 39.21, down 5.01% with a trading volume of 43,700 shares and a turnover of 173 million yuan [2] - Changcheng Military Industry (601606) closed at 44.01, down 3.72% with a trading volume of 176,100 shares and a turnover of 787 million yuan [2] Capital Flow - The ground equipment sector saw a net outflow of 495 million yuan from institutional investors, while retail investors experienced a net inflow of 382 million yuan [2] - The capital flow for individual stocks showed: - Changcheng Military Industry had a net outflow of 170 million yuan from institutional investors [3] - Jieqiang Equipment had a net outflow of 17 million yuan from institutional investors [3] - Galaxy Electronics had a net outflow of 23 million yuan from institutional investors [3]