Core Viewpoint - Tenglong Co., Ltd. is a leading enterprise in the automotive thermal management sector, focusing on the research, production, and sales of automotive heat exchange system pipeline products, with a strong technical capability in this area [1] Financial Performance - For Q3 2025, Tenglong's revenue was 2.865 billion yuan, ranking 24th among 103 companies in the industry, significantly lower than the top company Weichai Power at 170.571 billion yuan and second-ranked Top Group at 20.928 billion yuan [2] - The main business revenue breakdown includes 1.228 billion yuan from automotive thermal management system components (64.89%), 363 million yuan from EGR systems and sensors (19.20%), and 301 million yuan from automotive rubber and plastic components (15.91%) [2] - The net profit for the same period was 164 million yuan, ranking 32nd in the industry, again far behind Weichai Power's 10.852 billion yuan and Top Group's 1.969 billion yuan [2] Financial Ratios - As of Q3 2025, Tenglong's debt-to-asset ratio was 48.17%, higher than the previous year's 45.66% and above the industry average of 39.06% [3] - The gross profit margin for Q3 2025 was 19.05%, down from 21.83% in the previous year and below the industry average of 21.53% [3] Executive Compensation - The chairman, Jiang Xuezheng, received a salary of 600,000 yuan in 2024, a decrease of 100,000 yuan from 2023 [4] - The general manager, Li Min, earned 660,000 yuan in 2024, down 28,200 yuan from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 90.63% to 69,000, while the average number of circulating A-shares held per shareholder decreased by 47.54% to 7,110.35 [5] - The top circulating shareholder is Guangfa Innovation Upgrade Mixed Fund, holding 3.621 million shares as a new shareholder [5] Business Development - Tenglong's revenue from new energy vehicle thermal management products reached 681 million yuan in the first half of 2025, accounting for 55.42% of the thermal management system components revenue, with 138 new project approvals, including 112 for new energy projects [5] - The company is expanding its overseas market presence, with overseas sales revenue of 462 million yuan in the first half of 2025, representing 24.41% of total revenue [5] - Tenglong is also exploring non-automotive thermal management applications, with small-scale production of liquid cooling products [5] Strategic Initiatives - The company is accelerating its transition to new energy, with the revenue share of new energy vehicle thermal management products expected to reach 63.8% in 2024 [6] - The Polish factory's integrated module production line is ramping up, and the domestic integrated module project is set to begin mass production in May 2025 [6] - Tenglong aims to achieve overseas sales revenue of 740 million yuan in 2024, with the Polish factory nearing breakeven [6]

金元顺安行业精选混合A（014659）成立日期2022年5月10日，最新规模19.31万。今年以来收益 7.08%，同类排名6288/8244；近一年收益17.38%，同类排名5614/8080；成立以来亏损16.93%。 数据显示，金元顺安基金旗下1只基金重仓腾龙股份。金元顺安行业精选混合A（014659）二季度持有 股数23.71万股，占基金净值比例为3.47%，位居第九大重仓股。根据测算，今日浮盈赚取约12.8万元。 金元顺安行业精选混合A（014659）基金经理为闵杭。 9月29日，腾龙股份涨5.14%，截至发稿，报11.04元/股，成交2.47亿元，换手率4.71%，总市值54.18亿 元。 资料显示，常州腾龙汽车零部件股份有限公司位于江苏武进经济开发区腾龙路15号，成立日期2005年5 月26日，上市日期2015年3月20日，公司主营业务涉及汽车热交换系统管路产品的研发、生产和销售。 主营业务收入构成为：汽车热管理系统零部件64.89%，EGR系统及传感器19.20%，汽车用橡塑类零部 件15.91%。 从基金十大重仓股角度 截至发稿，闵杭累计任职时间9年352天，现任基金资产总规模3.46亿元， ...

9月26日，腾龙股份跌5.03%，截至发稿，报10.58元/股，成交3.91亿元，换手率7.44%，总市值51.93亿 元。 前海开源事件驱动混合A（000423）基金经理为王达。 截至发稿，王达累计任职时间2年202天，现任基金资产总规模6017.41万元，任职期间最佳基金回报 15.43%， 任职期间最差基金回报15.24%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，常州腾龙汽车零部件股份有限公司位于江苏武进经济开发区腾龙路15号，成立日期2005年5 月26日，上市日期2015年3月20日，公司主营业务涉及汽车热交换系统管路产品的研发、生产和销售。 主营业务收入构成为：汽车热管理系统零部件64.89%，EGR系统及传感器19.20%，汽车用橡塑类零部 件15.91%。 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓腾龙股份。前海开源事件驱动混合A（000423）二季度持有 股数28.38万股，占基金净值比例为3.7 ...

9月24日，腾龙股份跌5.19%，截至发稿，报10.95元/股，成交7734.50万元，换手率1.43%，总市值53.74 亿元。 资料显示，常州腾龙汽车零部件股份有限公司位于江苏武进经济开发区腾龙路15号，成立日期2005年5 月26日，上市日期2015年3月20日，公司主营业务涉及汽车热交换系统管路产品的研发、生产和销售。 主营业务收入构成为：汽车热管理系统零部件64.89%，EGR系统及传感器19.20%，汽车用橡塑类零部 件15.91%。 从基金十大重仓股角度 数据显示，前海开源基金旗下1只基金重仓腾龙股份。前海开源事件驱动混合A（000423）二季度持有 股数28.38万股，占基金净值比例为3.75%，位居第七大重仓股。根据测算，今日浮亏损失约17.03万 元。 前海开源事件驱动混合A（000423）成立日期2013年12月19日，最新规模5015.67万。今年以来收益 17.93%，同类排名4570/8173；近一年收益21.98%，同类排名5750/7996；成立以来收益113.1%。 责任编辑：小浪快报 前海开源事件驱动混合A（000423）基金经理为王达。 截至发稿，王达累计任职时间2年20 ...

Group 1 - The core point of the news is that Tenglong Co., Ltd. experienced a 5.02% drop in stock price, closing at 11.36 yuan per share, with a trading volume of 768 million yuan and a turnover rate of 13.52%, resulting in a total market capitalization of 5.575 billion yuan [1] - Tenglong Co., Ltd. is primarily engaged in the research, production, and sales of automotive thermal exchange system pipeline products, with its main business revenue composition being 64.89% from automotive thermal management system components, 19.20% from EGR systems and sensors, and 15.91% from automotive rubber and plastic components [1] Group 2 - Jin Yuan Shun An Fund has a significant holding in Tenglong Co., Ltd., with its Jin Yuan Shun An Industry Selected Mixed A Fund (014659) holding 237,100 shares, accounting for 3.47% of the fund's net value, ranking as the ninth largest holding [2] - The Jin Yuan Shun An Industry Selected Mixed A Fund has a total scale of 193.1 million yuan, with a year-to-date return of 6.35% and a one-year return of 21.68%, ranking 6,385 out of 8,172 and 5,847 out of 7,980 in its category, respectively [2]

Core Viewpoint - The stock of Tenglong Co., Ltd. has experienced fluctuations, with a notable decline of 2.03% on September 4, 2023, amidst significant trading activity and changes in shareholder dynamics [1][2]. Group 1: Stock Performance - As of September 4, 2023, Tenglong's stock price was 10.61 CNY per share, with a total market capitalization of 5.207 billion CNY [1]. - Year-to-date, Tenglong's stock has increased by 33.93%, but it has seen a decline of 26.73% over the past five trading days [1]. - The company has appeared on the "龙虎榜" (a trading board for stocks with significant trading volume) 11 times this year, with the latest appearance on September 1, 2023, showing a net buy of -232 million CNY [1]. Group 2: Financial Performance - For the first half of 2025, Tenglong reported a revenue of 1.893 billion CNY, reflecting a year-on-year growth of 9.05%, while the net profit attributable to shareholders decreased by 21.00% to 90.7416 million CNY [2]. - The company has distributed a total of 466.7 million CNY in dividends since its A-share listing, with 195 million CNY distributed over the past three years [3]. Group 3: Business Overview - Tenglong Co., Ltd. specializes in the research, production, and sales of automotive thermal exchange system pipeline products, with a revenue composition of 64.89% from automotive thermal management system components, 19.20% from EGR systems and sensors, and 15.91% from automotive rubber and plastic components [1][2]. - The company operates within the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems [2].

Company Overview - Tenglong Co., Ltd. is located in Wujin Economic Development Zone, Jiangsu, and was established on May 26, 2005. The company was listed on March 20, 2015. Its main business involves the research, production, and sales of automotive heat exchange system pipeline products [1][2]. Financial Performance - For the first half of 2025, Tenglong Co., Ltd. achieved operating revenue of 1.893 billion yuan, representing a year-on-year growth of 9.05%. However, the net profit attributable to the parent company was 90.7416 million yuan, a decrease of 21.00% year-on-year [2]. - Since its A-share listing, the company has distributed a total of 466.7 million yuan in dividends, with 195 million yuan distributed over the past three years [3]. Stock Performance - As of September 3, Tenglong Co., Ltd. saw its stock price drop by 2.08%, trading at 10.82 yuan per share, with a total market capitalization of 5.31 billion yuan. The stock has increased by 36.58% year-to-date but has decreased by 29.83% over the last five trading days [1]. - The company has appeared on the daily trading leaderboard 11 times this year, with the most recent appearance on September 1, where it recorded a net buy of -232 million yuan [1]. Shareholder Information - As of June 30, the number of shareholders for Tenglong Co., Ltd. was 36,200, a decrease of 7.59% from the previous period. The average number of circulating shares per shareholder increased by 8.21% to 13,554 shares [2]. Business Segments - The main revenue composition of Tenglong Co., Ltd. includes automotive thermal management system components (64.89%), EGR systems and sensors (19.20%), and automotive rubber and plastic components (15.91%) [1]. Industry Classification - Tenglong Co., Ltd. is classified under the automotive industry, specifically in the automotive parts sector, focusing on chassis and engine systems. It is associated with concepts such as Ideal Automotive, automotive thermal management, liquid cooling, energy conservation and environmental protection, and BYD concepts [2].

资料显示，常州腾龙汽车零部件股份有限公司位于江苏武进经济开发区腾龙路15号，成立日期2005年5月26日，上市日期2015年3月20日，公司主营业务涉及汽车热交换系统管路产品的研发、 从基金十大重仓股角度 数据显示，金元顺安基金旗下1只基金重仓腾龙股份。金元顺安行业精选混合A（014659）二季度持有股数23.71万股，占基金净值比例为3.47%，位居第九大重仓股。根据测算，今日浮亏损失 金元顺安行业精选混合A（014659）成立日期2022年5月10日，最新规模19.31万。今年以来收益8.55%，同类排名5497/8192；近一年收益19.89%，同类排名5317/7956；成立以来亏损1 金元顺安行业精选混合A（014659）基金经理为闵杭。 截至发稿，闵杭累计任职时间9年314天，现任基金资产总规模3.46亿元，任职期间最佳基金回报76.87%， 任职期间最差基金回报-27.09%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人 责任编辑：小浪快报 8月22日，腾龙股份跌5. ...