Market Overview - The ground armament sector declined by 1.4% on January 30, with Zhongbing Hongjian leading the drop [1] - The Shanghai Composite Index closed at 4117.95, down 0.96%, while the Shenzhen Component Index closed at 14205.89, down 0.66% [1] Stock Performance - Notable stock performances include: - Changcheng Military Industry (601606) closed at 45.71, up 0.77% with a trading volume of 133,200 shares and a turnover of 610 million yuan [1] - Zhongbing Hongjian (000519) closed at 18.86, down 3.68% with a trading volume of 611,500 shares and a turnover of 1.151 billion yuan [2] - Beifang Navigation (600435) closed at 16.50, down 2.08% with a trading volume of 486,400 shares and a turnover of 801 million yuan [2] Capital Flow - The ground armament sector experienced a net outflow of 405 million yuan from institutional investors, while retail investors saw a net inflow of 436 million yuan [2][3] - Specific stock capital flows include: - Beifang Navigation had a net outflow of 6.5665 million yuan from institutional investors and a net inflow of 121 million yuan from retail investors [3] - Zhongbing Hongjian saw a net outflow of 11.2832 million yuan from institutional investors and a net inflow of 115 million yuan from retail investors [3]

Core Viewpoint - Northern Long Dragon (301357.SZ) expects a net profit attributable to shareholders of 23.1 million to 30 million yuan for 2025, marking a turnaround from loss to profit, with a net profit excluding non-recurring gains and losses projected at 20.2 million to 26.2 million yuan, also indicating a return to profitability [1] Financial Performance - The company has focused on enhancing operational efficiency and strengthening cost control, leading to a significant improvement in profitability compared to the same period last year, resulting in a turnaround from loss to profit [1]

Group 1 - The company, Beifang Changlong, announced an earnings forecast on January 29, expecting a net profit attributable to shareholders of 23.1 million to 30 million yuan for 2025, marking a turnaround from losses to profits [1] - The primary reason for the performance change is the expansion of the company's revenue scale, which has driven overall profit improvement [1] - During the reporting period, the company focused on enhancing operational efficiency and strengthening cost control, significantly improving profitability compared to the same period last year [1] Group 2 - The investigation into the "Jie Wo Rui" redemption crisis on the Shuibei Gold platform revealed a 40-fold leverage bet, indicating that the platform incurs losses as gold prices rise [1] - The platform's owner claims to still be in Shenzhen, while investors express dissatisfaction with the proposed redemption plan, which offers only 20% of the principal [1]

证券代码：301357 证券简称：北方长龙 公告编号：2026-008 北方长龙新材料技术股份有限公司 关于 2025 年第四季度计提信用减值损失及资产减值损失的 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。 一、本次计提信用减值损失及资产减值损失情况概述 | 预付账款减值准备 | -256,000.00 | | --- | --- | | 合 计 | 7,387,982.10 | 二、本次计提信用减值损失及资产减值损失的确认标准及计提方法 （一）本次计提减值损失的原因 根据《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》《企业会计准则》等相关规定的要求，为了更加真实、准确地反映北方 长龙新材料技术股份有限公司（以下简称"公司"）的财务状况、资产价值及经 营情况，基于谨慎性原则，公司对截至 2025 年 12 月 31 日报表范围内的各类资 产进行了全面检查和减值测试，对可能发生减值损失的相关资产计提了减值损失。 根据《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》《公司章程》等相关规定，本次计提 ...

Financial Performance - The company expects a net profit of between 23.1 million and 30 million RMB, compared to a loss of 10.89 million RMB in the same period last year [3]. - The net profit after deducting non-recurring gains and losses is projected to be between 20.2 million and 26.2 million RMB, compared to a loss of 15.95 million RMB in the previous year [3]. - The increase in revenue scale during the reporting period has driven overall profit growth [5]. - The company has focused on improving operational efficiency and strengthening cost control, significantly enhancing profitability compared to the same period last year [7].

证券代码：301357 证券简称：北方长龙 公告编号：2026-007 北方长龙新材料技术股份有限公司 关于使用部分闲置募集资金进行现金管理的进展公告 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 2025 年 4 月 15 日召开第二届董事会第十次会议和第二届监事会第九次会议，于 2025 年 5 月 6 日召开 2025 年第一次临时股东大会，审议通过了《关于使用部分闲置募集资金 及自有资金进行现金管理的议案》，拟使用总额度不超过 90,000 万元人民币的 闲置资金进行现金管理，其中，拟使用总额度不超过 30,000 万元人民币的闲置 募集资金进行现金管理，用于购买安全性高、流动性好、满足保本要求、单项产 品投资期限最长不超过 12 个月的投资产品。现金管理期限自 2025 年第一次临时 股东大会审议通过之日起 12 个月内有效，在前述额度内，资金可以循环滚动使 用。同时，在上述期限及额度范围内授权公司董事长行使投资决策权并签署相关 法律文件，由公司财务部门负责具体组织实施和管理。具体内容详见 20 ...

Market Performance - The ground armament sector increased by 1.48% compared to the previous trading day, with Guoke Military leading the gains [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Individual Stock Performance - Guoke Military (688543) closed at 71.97, up 4.18% with a trading volume of 94,400 shares and a transaction value of 6.65 billion [1] - Jieqiang Equipment (300875) closed at 41.82, up 4.13% with a trading volume of 65,200 shares and a transaction value of 270 million [1] - Zhongbing Hongjian (000519) closed at 19.65, up 2.50% with a trading volume of 69,080 shares and a transaction value of 1.34 billion [1] - Beifang Changlong (301357) closed at 138.04, up 2.37% with a trading volume of 22,600 shares and a transaction value of 311 million [1] - Guodian Co. (600184) closed at 18.74, up 2.24% with a trading volume of 152,300 shares and a transaction value of 281 million [1] Capital Flow Analysis - The ground armament sector experienced a net outflow of 17.49 million from institutional investors and 19.19 million from speculative investors, while retail investors saw a net inflow of 36.68 million [1] - Zhongbing Hongjian had a net inflow of 54.46 million from institutional investors, but a net outflow of 60.51 million from retail investors [2] - Beifang Changlong saw a net inflow of 29.41 million from institutional investors, with a net outflow of 24.41 million from retail investors [2] - Jieqiang Equipment had a net inflow of 21.15 million from institutional investors, but a net outflow of 29.55 million from retail investors [2]

北 京 大 成 律 师 事 务 所 关 于 北 方 长 龙 新 材 料 技 术 股 份 有 限 公 司 2026 年 第 一 次 临 时 股 东 会 的 法 律 意 见 书 大成证字〔2026〕第 008 号 北 京 大 成 律 师 事 务 所 dacheng.com dentons.cn 北京市朝阳区朝阳门南大街 10 号兆泰国际中心 B 座 16-21 层 16-21F, Tower B, ZT INTERNATIONAL CENTER, No.10, Chaoyangmen Nandajie, Chaoyang District, Beijing Tel: +86 10-58137799 Fax: +86 10-58137779 北京大成律师事务所 关于北方长龙新材料技术股份有限公司 （一）本次股东会的召集人及召集程序 2026 年第一次临时股东会的法律意见书 大成证字〔2026〕第 008 号 致：北方长龙新材料技术股份有限公司 根据《中华人民共和国证券法》（以下简称《证券法》）、《中华人民共和 国公司法》（以下简称《公司法》）和中国证券监督管理委员会《上市公司股东 会规则》（以下简称《股东会规则》） ...

特别提示： 证券代码：301357 证券简称：北方长龙 公告编号：2026-006 北方长龙新材料技术股份有限公司 2026 年第一次临时股东会决议公告 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。 1、本次股东会未出现否决议案的情形。 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间 （1）现场会议召开时间：2026 年 1 月 26 日 15：00 开始。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时 间为：2026 年 1 月 26 日上午 9：15—9：25，9：30—11：30，下午 13：00—15： 00；通过深圳证券交易所互联网投票系统投票的具体时间为：2026 年 1 月 26 日 上午 9：15 至下午 15：00 期间的任意时间。 2、召开地点：陕西省西安市国家民用航天产业基地航腾路589号军民融合复 合材料产业园二楼会议室。 3、召开方式：现场表决与网络投票相结合的方式。 4、召集人：公司董事会。 5、主持人：公司董事长陈跃先生。 6、本次会议的召集、 ...

Market Overview - The ground armament sector experienced a decline of 3.07% on January 26, with Galaxy Electronics leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Stock Performance - Key stocks in the ground armament sector showed varied performance, with the following notable changes: - Galaxy Electronics (002519) closed at 8.40, down 7.28% with a trading volume of 2.3196 million shares and a transaction value of 2.026 billion [2] - Other significant declines included: - Optical Electric Co. (600184) down 5.71% [2] - National Science and Technology Military Industry (688543) down 4.76% [2] - Northern Navigation (600435) down 4.13% [2] Capital Flow - The ground armament sector saw a net outflow of 886 million from institutional investors, while retail investors contributed a net inflow of 701 million [2] - The capital flow for individual stocks indicated: - Significant net outflows for Northern Long Dragon (301357) at 60.86 million, and Inner Mongolia First Machinery (600967) at 150 million [3] - Retail investors showed a net inflow into stocks like Galaxy Electronics and Optical Electric Co. despite overall sector declines [3]