证券代码：301357 证券简称：北方长龙 公告编号：2025-083 北方长龙新材料技术股份有限公司 关于变更持续督导保荐代表人的公告 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"）于近日收到保荐机 构广发证券股份有限公司（以下简称"广发证券"）出具的《关于变更公司保荐 代表人安排的通知》。 广发证券作为公司首次公开发行股票并在创业板上市的保荐机构及持续督 导机构，自公司首发上市日（2023 年 4 月 18 日）起至 2026 年 12 月 31 日期间， 承担持续督导责任。原委派杨伟然先生和赵鑫先生担任公司首次公开发行股票并 上市的持续督导保荐代表人。现因原保荐代表人杨伟然先生工作变动，已无法继 续从事对公司的持续督导工作。为保证持续督导工作的有序进行，根据《证券发 行上市保荐业务管理办法》的规定，广发证券现委派戴宁先生（简历详见附件） 接替杨伟然先生担任公司持续督导工作的保荐代表人，继续履行持续督导职责。 本次保荐代表人变更后，公司持续督导的保荐代表人为赵鑫先生和戴宁先生， 继续履行相关的职责和义务， ...

Market Overview - The ground equipment sector experienced a decline of 1.52% on November 7, with North China Long Dragon leading the drop [1] - The Shanghai Composite Index closed at 3997.56, down 0.25%, while the Shenzhen Component Index closed at 13404.06, down 0.36% [1] Stock Performance - Notable stock performances in the ground equipment sector included: - Zhongbing Hongjian (000519) closed at 18.17, up 0.22% with a trading volume of 171,100 shares and a transaction value of 310 million yuan - North China Long Dragon (301357) closed at 152.08, down 4.71% with a trading volume of 58,300 shares and a transaction value of 892 million yuan - Changcheng Military Industry (601606) closed at 48.80, down 3.40% with a trading volume of 357,700 shares and a transaction value of 1.753 billion yuan [1][2] Capital Flow - The ground equipment sector saw a net outflow of 594 million yuan from institutional investors, while retail investors contributed a net inflow of 553 million yuan [2] - The capital flow for individual stocks showed varied trends, with Zhongbing Hongjian experiencing a net inflow of 16.7755 million yuan from institutional investors, while North China Long Dragon faced a net outflow of 35.4555 million yuan [3]

Core Insights - The latest financing balance of the ChiNext market is 524.91 billion yuan, with a week-on-week increase of 4.38 million yuan, indicating a mixed trend in financing activities among individual stocks [1] - On November 6, the ChiNext index rose by 1.84%, with a total margin balance of 526.83 billion yuan, reflecting a net increase of 54.37 million yuan from the previous trading day [1] - Among the stocks with increased financing balances, 405 stocks saw growth, with 20 stocks experiencing an increase of over 10% [1][2] Financing Balance Growth - The stock with the highest increase in financing balance is Zhongzhi Technology, which saw a 56.55% increase to 118.33 million yuan, despite a 2.21% drop in its stock price [1][3] - Other notable stocks with significant financing balance increases include Hopson Holdings (54.51%) and Rongmei Holdings (25.22%) [1][3] - The average increase for stocks with over 10% growth in financing balance was 2.08%, with 12 stocks rising, including Qingshuiyuan, which hit the daily limit with a 10.70% increase [1][2] Financing Balance Decline - A total of 541 stocks experienced a decline in financing balance, with 14 stocks seeing a decrease of over 10% [4] - The stock with the largest decline was Xianying Technology, which fell by 27.44% to 17.15 million yuan [4][5] - Other significant declines were observed in Penghui Energy (23.71%) and Chunhui Zhikong (18.53%) [4][5] Capital Flow - On November 6, among the stocks with increased financing balances, 12 stocks saw net inflows of main funds, with the highest being Tongguan Copper Foil at 175 million yuan [2] - Conversely, 8 stocks experienced net outflows, with the largest outflow from Zhaobiao Co. at 47.72 million yuan [2]

Market Overview - The ground equipment sector increased by 0.25% compared to the previous trading day, with North China Long Dragon leading the gains [1] - The Shanghai Composite Index closed at 4007.76, up 0.97%, while the Shenzhen Component Index closed at 13452.42, up 1.73% [1] Stock Performance - North China Long Dragon (301357) closed at 159.60, with a rise of 3.74% and a trading volume of 74,600 shares, amounting to a transaction value of 1.176 billion [1] - North Navigation (600435) closed at 14.15, up 1.58%, with a trading volume of 210,100 shares and a transaction value of 297 million [1] - Other notable stocks include: - Optical Electronics (600184) at 17.50, up 1.10% [1] - Inner Mongolia First Machinery (600967) at 18.49, up 0.33% [1] - Great Wall Military Industry (601606) at 50.52, up 0.16% [1] - National Science and Technology Industry (688543) at 51.69, up 0.08% [1] - China Ordnance Arrow (000519) at 18.13, down 0.06% [1] - Galaxy Electronics (002519) at 4.71, down 0.21% [1] - GanHua Science and Technology (000576) at 10.69, down 0.37% [1] - ST Emergency (300527) at 8.33, down 0.48% [1] Capital Flow - The ground equipment sector experienced a net outflow of 73.5077 million from institutional investors, while retail investors saw a net inflow of 83.2262 million [2] - The capital flow for individual stocks shows: - North China Long Dragon had a net inflow of 97.2332 million from institutional investors [3] - North Navigation saw a net inflow of 15.2866 million from institutional investors [3] - ST Emergency experienced a significant net outflow of 18.6203 million from institutional investors [3] - Galaxy Electronics had a net outflow of 8.9664 million from institutional investors [3]

Group 1 - Parker New Materials and Triangle Defense reached the daily limit increase, while Longda Co., Ltd. rose over 14% [1] - Northern Long Dragon, Aerospace Technology, AVIC Heavy Machinery, Aero Engine Corporation of China, and Steel Research High Nano also experienced gains [1]

Market Performance - The ChiNext Index fell by 1.96%, closing at 3134.09 points, with a total trading volume of 481.31 billion yuan, a decrease of 59.06 billion yuan from the previous trading day [1] - Among the tradable ChiNext stocks, 381 stocks closed higher, with 9 stocks rising over 10%, including Zhaobiao Co., Zhongneng Electric, and Baose Co., which hit the daily limit [1] - A total of 977 stocks closed lower, with 5 stocks declining over 10%, including Changshan Pharmaceutical, which hit the daily limit down [1] Turnover Rate - The average turnover rate for the ChiNext today was 3.72%, with 30 stocks having a turnover rate exceeding 20% [1] - The highest turnover rate was for Haixia Innovation at 44.42%, closing at 12.97 yuan, with a trading volume of 3.49 billion yuan [3] - Other notable turnover rates included Rongxin Culture at 42.84% and Beifang Changlong at 37.57% [3] Sector Analysis - Among the high turnover stocks, the power equipment sector had the most representation, with 6 stocks listed, followed by the computer and electronics sectors with 4 and 3 stocks, respectively [2] - The stocks with the highest net inflow of funds included Wanlima, Zhongneng Electric, and Keda Guochuang, with net inflows of 408.29 million yuan, 171 million yuan, and 140 million yuan, respectively [3] Institutional Activity - 9 high turnover ChiNext stocks appeared on the Dragon and Tiger List, indicating institutional involvement [2] - Haixia Innovation had 4 institutional seats with a total net purchase of 22.4 million yuan, while Baose Co. had 2 institutional seats with a net purchase of 5.19 million yuan [2] Key Stocks - Key stocks with significant movements included: - Haixia Innovation: closed at 12.97 yuan, up 19.98%, with a turnover rate of 44.42% and a net inflow of 38.34 million yuan [3] - Zhongneng Electric: closed at 7.67 yuan, up 20.03%, with a turnover rate of 21.28% and a net inflow of 171.19 million yuan [4] - Baose Co.: closed at 26.22 yuan, up 20.00%, with a turnover rate of 22.61% and a net inflow of 48.66 million yuan [4]

Core Insights - The stock of Beifang Changlong increased by 3.01% today, with a turnover rate of 37.57% and a trading volume of 1.413 billion yuan, indicating strong market interest [2] - Institutional investors net bought 10.8399 million yuan, while the total net buying from brokerage seats was 3.2789 million yuan [2] - The stock has appeared on the Dragon and Tiger list 53 times in the past six months, with an average price increase of 1.88% the day after being listed and an average increase of 9.13% over the following five days [2] Trading Data - The latest margin trading balance for the stock is 170 million yuan, with a financing balance of 169 million yuan and a securities lending balance of 928,800 yuan [3] - In the last five days, the financing balance decreased by 60.5343 million yuan, a decline of 26.40%, while the securities lending balance increased by 47,300 yuan, an increase of 5.37% [3] - The top five brokerage seats for buying and selling on November 4 included significant purchases from institutional seats, with the largest buy amounting to 42.3842 million yuan [4]

Market Overview - The ground armament sector experienced a decline of 0.22% on November 4, with Guoke Military leading the drop [1] - The Shanghai Composite Index closed at 3960.19, down 0.41%, while the Shenzhen Component Index closed at 13175.22, down 1.71% [1] Stock Performance - Notable gainers included: - Beifang Changlong (301357) with a closing price of 156.86, up 3.01% and a trading volume of 89,400 shares, totaling 1.413 billion yuan [1] - Great Wall Military (601606) closed at 52.51, up 2.34% with a trading volume of 586,100 shares, totaling 3.070 billion yuan [1] - Jieqiang Equipment (300875) closed at 49.02, up 2.12% with a trading volume of 80,700 shares, totaling 394 million yuan [1] - Notable decliners included: - Guoke Military (688543) closed at 52.25, down 2.39% with a trading volume of 49,200 shares, totaling 260 million yuan [2] - Beifang Navigation (600435) closed at 13.96, down 1.48% with a trading volume of 187,000 shares, totaling 262 million yuan [2] - ST Emergency (300527) closed at 8.36, down 0.59% with a trading volume of 113,800 shares, totaling 95.41 million yuan [2] Capital Flow - The ground armament sector saw a net outflow of 69.50 million yuan from institutional investors, while retail investors experienced a net inflow of 7.38 million yuan [2] - The main capital flow for key stocks included: - Great Wall Military had a net inflow of 88.34 million yuan from institutional investors, but a net outflow of 12.1 million yuan from retail investors [3] - Beifang Changlong saw a net inflow of 54.75 million yuan from institutional investors, with a net outflow of 30.39 million yuan from retail investors [3] - Jieqiang Equipment had a net inflow of 11.00 million yuan from institutional investors, but a net outflow of 11.52 million yuan from retail investors [3]

Market Overview - The ground equipment sector experienced a decline of 0.23% on November 3, with North Navigation leading the drop [1] - The Shanghai Composite Index closed at 3976.52, up 0.55%, while the Shenzhen Component Index closed at 13404.06, up 0.19% [1] Stock Performance - Notable gainers included: - Jieqiang Equipment (300875) with a closing price of 48.00, up 1.98% [1] - Galaxy Electronics (002519) at 4.69, up 1.30% [1] - ST Emergency (300527) at 8.41, up 0.96% [1] - Notable decliners included: - North Navigation (600435) at 14.17, down 1.05% [2] - Inner Mongolia First Machinery (600967) at 18.65, down 0.75% [2] - Optical Electric Co. (600184) at 17.73, down 0.67% [2] Capital Flow - The ground equipment sector saw a net outflow of 164 million yuan from institutional investors, while retail investors had a net inflow of 95.17 million yuan [2] - The sector's capital flow details indicate: - North Navigation had a net outflow of 27.13 million yuan from institutional investors [3] - Galaxy Electronics experienced a net inflow of 664.92 million yuan from retail investors [3] - Optical Electric Co. saw a significant net outflow of 22.51 million yuan from institutional investors [3]

Core Viewpoint - The stock of Beifang Changlong experienced a decline of 3.40% today, with a turnover rate of 51.81% and a trading volume of 2.009 billion yuan, indicating significant trading activity and volatility in the market [2][3]. Trading Activity - The stock was listed on the Dragon and Tiger List due to its high turnover rate, with institutional investors net buying 19.0976 million yuan [2]. - The top five trading departments accounted for a total transaction volume of 350 million yuan, with a net buying amount of 4.7649 million yuan [2]. - Among the trading departments, five institutional special seats were involved, with total buying amounting to 174 million yuan and selling amounting to 155 million yuan, resulting in a net buying of 19.0976 million yuan [2]. Historical Performance - Over the past six months, the stock has appeared on the Dragon and Tiger List 52 times, with an average price increase of 2.03% the day after being listed and an average increase of 9.58% over the following five days [3]. Capital Flow - Today, the stock saw a net outflow of 94.4551 million yuan in main funds, with large orders contributing to a significant outflow of 62.1044 million yuan and 32.3507 million yuan respectively [3]. - In the past five days, the stock experienced a net inflow of 37.8738 million yuan [3]. Margin Trading Data - As of October 28, the stock's margin trading balance was 231 million yuan, with a financing balance of 230 million yuan and a securities lending balance of 1.0266 million yuan [3]. - In the past five days, the financing balance decreased by 4.8491 million yuan, a decline of 2.07%, while the securities lending balance increased by 159,100 yuan, an increase of 18.35% [3].