9月30日，银龙股份涨5.08%，截至发稿，报10.76元/股，成交1.20亿元，换手率1.35%，总市值92.25亿 元。 资料显示，天津银龙预应力材料股份有限公司位于天津市北辰区双源工业区双江道62号，成立日期1998 年3月17日，上市日期2015年2月27日，公司主营业务涉及预应力混凝土用钢材、轨道板及装备的研发、 生产与销售。主营业务收入构成为：钢丝43.28%，钢绞线34.93%，轨道交通用混凝土制品销售及配套 服务14.45%，其他5.56%，钢材、板材等1.41%，钢棒0.37%。 从基金十大重仓股角度 数据显示，国联基金旗下1只基金重仓银龙股份。国联钢铁A（168203）二季度持有股数73.58万股，占 基金净值比例为3.32%，位居第七大重仓股。根据测算，今日浮盈赚取约38.26万元。 国联钢铁A（168203）成立日期2021年1月1日，最新规模1.56亿。今年以来收益19.27%，同类排名 2873/4220；近一年收益26.96%，同类排名2475/3846；成立以来亏损45.09%。 国联钢铁A（168203）基金经理为陈薪羽、杜超。 截至发稿，陈薪羽累计任职时间6年63天，现任基 ...

Group 1 - The company will hold its second extraordinary general meeting of shareholders in 2025 on October 9, 2025, at 15:00 [1][33] - The meeting will utilize a combination of on-site and online voting methods, with the online voting system provided by the Shanghai Stock Exchange [1][2] - The voting period for the online system will be from 9:15 to 15:00 on the day of the meeting [2] Group 2 - The company plans to change its name from "Tianjin Yinlong Prestressed Materials Co., Ltd." to "Yinlong Group Co., Ltd." to better reflect its strategic focus on dual main businesses [20][26] - The board of directors has approved the name change and the revision of the company's articles of association, which will be submitted for shareholder approval [21][29] - The name change is part of the company's strategy to enhance brand value and align with its growing focus on the rail transit concrete products industry [20][26]

签1.65亿钢材买卖合同 银龙股份又签大单了。 根据公告，银龙股份于2025年9月9日与中铁上海工程局集团有限公司签订合同编号为SXTL-3-WZMM- 2025048的《钢材买卖合同》，是为石家庄至雄安新区铁路站前工程SXZQ-3标签订的钢材买卖合同，为 公司日常经营性合同。合同金额为1.65亿元（含税）。合同履行期限为自合同签订之日起至2028年12月 31日止。 长江商报消息 ●长江商报记者 徐阳 银龙股份（603969.SH）获好消息。 9月10日晚，银龙股份公告，公司签订了1.65亿元钢材买卖合同。加上8月中旬签署的1.08亿元劳务分包 合同，银龙股份近一个月时间累计签署合同金额约2.73亿元。 据了解，银龙股份以技术创新与市场拓展双轮驱动，发挥在预应力材料及轨道交通用混凝土制品两大核 心主业的领先优势，驱动整体盈利提升。 2025年上半年，银龙股份实现营业收入14.73亿元，同比增长8.85%；归母净利润1.72亿元，同比增长 70.98%；扣非净利润1.72亿元，同比增长71.52%；毛利率提升至24.26%，创历史同期新高。 8月16日，银龙股份发布签署日常经营重大合同的公告，公司控股子公司河 ...

国联钢铁A（168203）成立日期2021年1月1日，最新规模1.56亿。今年以来收益17.6%，同类排名 2542/4222；近一年收益42.87%，同类排名2290/3798；成立以来亏损45.86%。 国联钢铁A（168203）基金经理为陈薪羽、杜超。 截至发稿，陈薪羽累计任职时间6年44天，现任基金资产总规模12.16亿元，任职期间最佳基金回报 62.6%， 任职期间最差基金回报-19.21%。 9月11日，银龙股份涨5.06%，截至发稿，报9.75元/股，成交1.60亿元，换手率2.00%，总市值83.59亿 元。 资料显示，天津银龙预应力材料股份有限公司位于天津市北辰区双源工业区双江道62号，成立日期1998 年3月17日，上市日期2015年2月27日，公司主营业务涉及预应力混凝土用钢材、轨道板及装备的研发、 生产与销售。主营业务收入构成为：钢丝43.28%，钢绞线34.93%，轨道交通用混凝土制品销售及配套 服务14.45%，其他5.56%，钢材、板材等1.41%，钢棒0.37%。 从基金十大重仓股角度 数据显示，国联基金旗下1只基金重仓银龙股份。国联钢铁A（168203）二季度持有股数73.5 ...

Core Viewpoint - Silver Dragon Co., Ltd. (603969) reported strong financial performance for the first half of 2025, with significant increases in revenue and net profit, indicating improved profitability and operational efficiency [1][3]. Financial Performance - Total revenue for the first half of 2025 reached 1.473 billion yuan, an increase of 8.85% year-on-year [1]. - Net profit attributable to shareholders was 172 million yuan, up 70.98% year-on-year [1]. - Gross margin improved to 24.26%, reflecting a year-on-year increase of 50.49%, while net margin rose to 12.24%, up 57.27% [1]. - Operating cash flow per share decreased significantly to 0.0 yuan, down 99.27% year-on-year [1]. Key Financial Metrics - The company reported a total of 368 million yuan in cash and cash equivalents, a 46.52% increase from the previous year [3]. - Accounts receivable increased by 25.90% to 2.037 billion yuan [3]. - Interest-bearing liabilities rose by 67.30% to 890 million yuan [3]. - The ratio of selling, general, and administrative expenses to revenue was 4.91%, up 17.74% year-on-year [1]. Business Operations - The company has a strong market position in the production of prestressed concrete products and has been involved in significant railway projects, contributing to national infrastructure [6][7]. - Silver Dragon has actively engaged in the renewable energy sector, with products used in wind and solar energy projects, showcasing its commitment to innovation and market expansion [9][10]. Strategic Plans - The company is implementing two phases of an employee stock ownership plan to align employee interests with long-term corporate growth [8]. - Plans for capacity expansion and facility upgrades are in place to support future growth and enhance product quality [8]. - Silver Dragon is exploring potential overseas production facilities to better serve international markets [12]. Market Position - As a leading supplier of PCCP (Prestressed Concrete Cylinder Pipe) steel wire, the company maintains strong relationships with major domestic manufacturers, ensuring a competitive edge in the market [11]. - The company is well-positioned to capitalize on national water infrastructure projects, which are expected to drive demand for its products [11].

Group 1: Yinlong Co., Ltd. - Yinlong Co., Ltd. has a broad production base in the prestressed materials and concrete products for rail transit industry, adhering to market proximity and regional radiation principles [1] - The company is involved in multiple high-speed rail projects, such as the Xiong'an New Area to Shangqiu high-speed rail, ensuring production schedules align with project milestones [1] - The company is optimistic about future performance, with the PCCP industry expected to maintain a compound annual growth rate of 6%-7% until 2030 [1] Group 2: Kangxi Communication - Kangxi Communication's operating conditions are strong in the first half of 2025, with orders sufficient to cover until the fourth quarter of 2025 [2] - The company benefits from the increasing demand for Wi-Fi 7 products, with significant revenue growth driven by strong demand in industrial IoT products and high-efficiency drone products [2] - The 337 investigation is set to officially commence in July 2025, with an initial ruling expected by the end of the year [2] - The Wi-Fi 8 technology standard is anticipated to be established by the end of 2027, with product samples expected to be launched in 2026 [2]

Group 1 - Hongde Fund recently conducted research on a listed company, Yilong Co., which highlighted the advantages of 2200-2400MPa ultra-high-strength steel strands and their applications in multiple high-speed rail constructions [1] - The company’s export business typically has a shorter account period compared to domestic business, with 90% and 80% of customers having account periods within one year, respectively [1] - Yilong Co.'s products are primarily used in railway, water conservancy, bridges, highways, new energy infrastructure, and civil construction, with the railway market being a core focus [1] Group 2 - The company is considering factory upgrades and capacity expansion, having requested authorization from the board to proceed with a simplified procedure for issuing stocks to specific targets [1] - The execution cycle of contracts varies based on product type and contract amount, with longer execution cycles for concrete products used in rail transit [1] - Pre-stressed materials have transportation radius requirements, and concrete products for rail transit need to be constructed near new high-speed rail projects [1] Group 3 - Hongde Fund was established in 2015, with a total asset management scale of 46.34 billion yuan, ranking 86 out of 210 [2] - The fund's best-performing public fund product in the past year is Hongde Digital Economy Mixed Initiation A, with a latest net value of 1.19 and a growth of 38.5% over the past year [2] - The latest public fund product raised by Hongde Fund is Hongde Yuhui Bond A, which is a bond-type mixed secondary fund, with a concentrated subscription period from June 3, 2025, to June 23, 2025 [2]

Core Viewpoint - The company held an earnings briefing for the fiscal year 2024 and the first quarter of 2025, highlighting significant profit growth despite lower revenue compared to 2021, driven by strategic market expansion and product innovation [1][2]. Group 1: Earnings Performance - In 2024, the company achieved a net profit of 237 million yuan, a year-on-year increase of 37.94%, while revenue was 3.054 billion yuan, up 11.10% [1][6]. - The company’s cash flow showed a net outflow due to increased production and sales volumes, particularly for high-speed rail projects [1][5]. - The gross profit margin for prestressed materials was approximately 16.23%, while the margin for rail transit concrete products was 29.11% [2][3]. Group 2: Product and Market Development - The company has focused on optimizing product structure and enhancing technological capabilities, leading to increased market share in high-value products [3][4]. - Sales of intelligent production equipment grew by 148.87% year-on-year, indicating a strong demand for automation in concrete component production [4][5]. - The company has established a comprehensive supply chain for prestressed materials, with production bases strategically located to meet regional demands [6][7]. Group 3: International Expansion - Approximately 20%-30% of the company’s revenue comes from exports, with products supplied to over 90 countries, including major infrastructure projects in Southeast Asia and the Middle East [5][6]. - The company is actively pursuing opportunities in international projects, such as the China-Kyrgyzstan-Uzbekistan railway, leveraging its production base in Xinjiang [5][6]. Group 4: Future Growth Strategies - The company plans to continue focusing on core business areas, including prestressed materials and rail transit concrete products, while also exploring opportunities in the renewable energy sector [6][7]. - The company aims to enhance its competitive edge through technological innovation and strategic collaborations, positioning itself for sustainable growth in the evolving market landscape [6][7].