（文章来源：每日经济新闻） 每经AI快讯，8月29日，军工装备板块尾盘再度拉升，北方长龙20%涨停。 ...

Group 1 - Military stocks experienced significant afternoon gains, with North China Longyun rising over 10% [1] - Other companies such as Great Wall Industry and AVIC Chengfei increased by more than 5% [1] - Additional stocks that saw upward movement include Tianqin Equipment, Lijun Shares, Jieqiang Equipment, Inner Mongolia First Machinery, Aerospace Technology, Aero Engine Corporation of China, and AVIC Xi'an Aircraft Industry [1]

Core Insights - The A-share military industry stocks have shown strong performance, with notable increases in share prices for several companies [1] Group 1: Stock Performance - Aerospace Hongtu (航天宏图) increased by 17.97%, with a total market capitalization of 10.1 billion and a year-to-date increase of 89.85% [2] - Jiezhong Technology (捷众科技) rose by 15.01%, with a market cap of 2.307 billion and a year-to-date increase of 97.39% [2] - North Long Dragon (北方长龙) saw a 13.83% increase, with a market cap of 16.5 billion and a staggering year-to-date increase of 419.86% [2] - Tianwo Technology (天沃科技) increased by 10.06%, with a market cap of 7.893 billion and a year-to-date increase of 106.52% [2] - Jianghai Co., Ltd. (江海股份) rose by 10.01%, with a market cap of 28.3 billion and a year-to-date increase of 92.12% [2] - Other notable performers include Zhehai De Man (浙海德曼) and Xing Sen Technology (兴森科技), both showing increases of over 7% [1][2]

据证券之星公开数据整理，近期北方长龙（301357）发布2025年中报。截至本报告期末，公司营业总收 入6497.07万元，同比上升59.62%，归母净利润-109.36万元，同比上升73.64%。按单季度数据看，第二 季度营业总收入4440.17万元，同比上升178.16%，第二季度归母净利润397.68万元，同比上升 151.88%。本报告期北方长龙公司应收账款体量较大，当期应收账款占最新年报营业总收入比达 340.71%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率45.83%，同比减9.0%，净利率-1.68%，同比增 83.48%，销售费用、管理费用、财务费用总计1147.09万元，三费占营收比17.66%，同比减28.53%，每 股净资产11.82元，同比减0.69%，每股经营性现金流-0.12元，同比增87.15%，每股收益-0.01元，同比 增75.0% 建议关注公司应收账款状况（年报归母净利润为负） 最近有知名机构关注了公司以下问题： | 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 407 ...

每经AI快讯，北方长龙8月28日发布公告称，董事会同意聘任孟海峰先生为公司副总经理，同时，孟海 峰先生不再担任财务总监职务，董事会同意聘任仇昊先生担任公司财务总监。因工作分工调整等原因， 公司原财务总监孟海峰先生不再担任公司财务总监职务，其原定任期为2023年5月17日至第二届董事会 任期届满之日。经公司总经理提名，董事会审计委员会及提名委员会审查通过，董事会同意聘任仇昊先 生为公司财务总监。公司董事会中，兼任公司高级管理人员的董事人数未超过公司董事总数的二分之 一。 延伸阅读： 熙菱信息钟仲人辞去公司副总经理、财务总监职务 音飞储存:徐秦烨辞去公司财务总监职务 *ST天山:财务总监陈越凡因个人原因辞职 ...

Market Overview - The ground equipment sector increased by 0.09% compared to the previous trading day, with Galaxy Electronics leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up by 1.14%, while the Shenzhen Component Index closed at 12571.37, up by 2.25% [1] Stock Performance - Key stocks in the ground equipment sector showed varied performance, with Galaxy Electronics (002519) closing at 5.54, up by 3.36% on a trading volume of 928,000 shares and a turnover of 500 million yuan [1] - Northern Navigation (600435) also performed well, closing at 16.40, up by 3.27% with a trading volume of 699,800 shares and a turnover of 1.132 billion yuan [1] - Other notable performances include ST Emergency (300527) at 8.97, up by 2.51%, and National Science and Technology (688543) at 55.39, up by 1.00% [1] Capital Flow Analysis - The ground equipment sector experienced a net outflow of 784 million yuan from institutional investors, while retail investors saw a net inflow of 889 million yuan [2][3] - The capital flow for key stocks indicates that Longcheng Military Industry (601606) had a net outflow of 187.16 million yuan from institutional investors, while retail investors contributed a net inflow of 210 million yuan [3] - Northern Machinery (600967) also faced a significant net outflow of 166 million yuan from institutional investors, with retail investors contributing a net inflow of 199 million yuan [3]

Group 1 - The company, Beifang Changlong New Materials Technology Co., Ltd., announced an organizational restructuring to enhance management and operational efficiency [1] - The board of directors approved the restructuring plan during the 14th meeting of the second board on August 27, 2025 [1] - The restructuring is aligned with the company's strategic development needs and is not expected to significantly impact production and operational activities [1] Group 2 - The management team has been authorized to implement the restructuring and further refine related matters [1] - The updated organizational structure can be viewed in the attachment of the announcement [1]

智通财经APP讯，北方长龙(301357.SZ)发布2025年半年度报告，该公司营业收入为6497.07万元，同比 增长59.62%。归属于上市公司股东的净亏损为109.36万元，同比收窄73.64%。归属于上市公司股东的扣 除非经常性损益的净亏损为303.3万元，同比收窄63.76%。基本每股亏损为0.01元。 ...

证券代码：301357 证券简称：北方长龙 公告编号：2025-071 北方长龙新材料技术股份有限公司 关于聘任副总经理及变更财务总监的公告 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 2025 年 8 月 27 日召开第二届董事会第十四次会议，审议通过了《关于聘任公司副总经理的议案》 及《关于变更公司财务总监的议案》。董事会同意聘任孟海峰先生为公司副总经 理，同时，孟海峰先生不再担任财务总监职务，董事会同意聘任仇昊先生担任公 司财务总监。上述人员的聘任职务任期自董事会审议通过之日起至第二届董事会 任期届满之日止。现将相关情况说明如下： 一、关于聘任公司副总经理的情况 根据公司经营管理的需要，经公司总经理提名，公司董事会提名委员会审查 通过，公司同意聘任孟海峰先生（简历详见附件）为公司副总经理，任期自董事 会审议通过之日起至第二届董事会任期届满之日止。 经审查，孟海峰先生具备与其行使职权相适应的任职条件，任职资格符合相 关法律法规、规范性文件及《公司章程》的规定；不存在受到中国证券监督管理 委员会及其他 ...

证券代码：301357 证券简称：北方长龙 公告编号：2025-073 北方长龙新材料技术股份有限公司 关于调整公司组织架构的公告 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。 调整后的公司组织架构图详见附件。 特此公告。 北方长龙新材料技术股份有限公司董事会 2025 年 8 月 27 日 第 1 页 附件：公司组织架构图 北方长龙新材料技术股份有限公司（以下简称"公司"）于 2025 年 8 月 27 日召开了第二届董事会第十四次会议，审议通过了《关于调整公司组织架构的议 案》。 根据公司战略发展需要，为进一步提高管理水平和运营效率，公司对组织架 构进行优化调整。本次公司组织架构的调整，不会对公司生产经营活动产生重大 影响。董事会同意对现有组织架构进行优化调整，并授权公司管理层负责公司组 织架构调整后的具体实施及进一步细化等相关事宜。 第 2 页 ...