格隆汇10月24日丨龙旗科技(603341.SH)公布，苏州顺为于2025年10月13日至2025年10月23日，通过集 中竞价交易和大宗交易方式，合计卖出公司无限售流通股510万股，持有公司股份比例由3.04%变动至 1.96%。苏州顺为及其一致行动人合计持有公司股份比例从7.99%变动至6.91%，持股比例触及1%刻度 线的整数倍。 ...

证券代码：603341 证券简称：龙旗科技 公告编号：2025-099 上海龙旗科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频直播和网络互动 二、说明会召开的时间、地点 （一） 会议召开时间：2025 年 11 月 3 日（星期一）10:30-11:30 会议召开时间：2025 年 11 月 3 日（星期一）10:30-11:30 会议召开地点：上海证券交易所上证路演中心 （二） 会议召开地点：上海证券交易所"上证路演中心"网络平台（网址： https://roadshow.sseinfo.com/）"业绩说明会"栏目 （三） 会议召开方式：上证路演中心视频直播和网络互动 投资者可于 2025 年 10 月 27 日（星期一）至 10 月 31 日（星期五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过上海龙旗科技股份 有限公 ...

| | □控股股东/实际控制人及其一致行动人 ☑其他 5%以上大股东及其一致行动人 | | --- | --- | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用 | | | 于无控股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 证券代码：603341 证券简称：龙旗科技 公告编号：2025-098 上海龙旗科技股份有限公司 关于合计持股 5%以上股东权益变动触及 1%刻度的提示性公告 股东苏州工业园区顺为科技创业投资合伙企业（有限合伙）及其一致行动人保证 向本公司提供的信息真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： | 权益变动方向 | 比例增加□ | | 比例减少☑ | | --- | --- | --- | --- | | 权益变动前合计比例 | 7.99% | | | | 权益变动后合计比例 | 6.91% | | | | 本次变动是否违反已作出的承 | 是□ | 否☑ | | | 诺、意向、计划 | | | | | ...

Core Points - Longqi Technology announced that shareholder Suzhou Industrial Park Shunwei Technology Venture Capital Partnership (Limited Partnership) will sell 5.1 million unrestricted circulating shares from October 13 to 23, 2025, reducing its holding from 3.04% to 1.96% [1] - Together with its concerted action partner Tianjin Jinmi Investment Partnership (Limited Partnership), their combined holding will decrease from 7.99% to 6.91%, reaching the 1% threshold [1] - This change does not trigger a mandatory takeover bid and does not alter the controlling shareholder or actual controller, and the plan has not yet been fully executed [1]

Group 1 - On October 23, Longqi Technology executed a block trade of 300,000 shares, with a transaction amount of 13.383 million yuan, accounting for 3.94% of the total transaction volume for the day [1][2] - The transaction price was 44.61 yuan, which represents a 1% discount compared to the market closing price of 45.06 yuan [1][2]

Core Insights - Longqi Technology executed a block trade of 300,000 shares on October 21, with a transaction value of 13.407 million yuan, representing 2.74% of the total trading volume for the day [1] - The transaction price was 44.69 yuan, which is a 1% discount compared to the market closing price of 45.14 yuan [1] Summary by Categories Trading Activity - A total of 300,000 shares were traded in a block transaction [1] - The total transaction amount reached 13.407 million yuan [1] - The block trade accounted for 2.74% of the total trading volume on that day [1] Pricing Details - The executed price for the shares was 44.69 yuan [1] - This price reflects a 1% discount from the market closing price of 45.14 yuan [1]

Group 1 - A new investment company, Haikou Longqi Technology Investment Co., Ltd., has been established with a registered capital of 500 million yuan [1] - The business scope of the new company includes investment activities using its own funds and supply chain management services [1] - Longqi Technology (603341) holds 100% ownership of the newly established investment company [1]

Core Insights - Longqi Technology's stock price increased by 2.10% to 44.72 CNY per share, with a market capitalization of 20.991 billion CNY as of October 21 [1] - The company has seen a year-to-date stock price decline of 3.32%, with a recent 60-day increase of 12.84% [1] - Longqi Technology's main business revenue composition includes 70.44% from smartphones, 16.68% from AIoT products, and 9.55% from tablets [1] Financial Performance - For the first half of 2025, Longqi Technology reported a revenue of 19.908 billion CNY, a year-on-year decrease of 10.65%, while net profit attributable to shareholders was 356 million CNY, reflecting a year-on-year growth of 5.01% [2] - Cumulative cash dividends paid by Longqi Technology since its A-share listing amount to 461 million CNY [3] Shareholder Information - As of June 30, Longqi Technology had 23,400 shareholders, an increase of 22.55% from the previous period, with an average of 11,388 circulating shares per shareholder, a decrease of 18.40% [2]

Core Insights - Recent announcements from various embodied intelligence robot companies indicate a surge in large-scale orders from the manufacturing sector, highlighting a growing trend towards automation in factories [1][3][4] Group 1: Company Collaborations and Orders - Zhiyuan Robotics has secured a multi-billion yuan order from Longqi Technology and is collaborating with Junsheng Electronics for over 100 million yuan in procurement contracts [3] - Zhiyuan Robotics is deploying its new generation industrial interactive robot, the Zhiyuan Spirit G2, in precision manufacturing and automotive parts production [3] - Star Dust Intelligence announced a strategic cooperation with Xian Gong Intelligence for a thousand-unit humanoid robot order over the next two years [4] - Ubiquity has signed a global strategic cooperation agreement with Foxconn Cloud Intelligence to advance humanoid robot development and deployment across Foxconn's facilities from 2025 to 2027 [5] Group 2: Implementation and Application - The embodied intelligent robots are currently being tested in various manufacturing environments, including the Foton Cummins engine factory, where they assist in material handling tasks [2] - The deployment plan for these robots includes two phases: initially assisting human workers and later integrating with factory smart systems for direct task execution [2] - The robots are being utilized in diverse sectors such as 3C manufacturing and automotive manufacturing, with applications in material handling and logistics sorting [3][4] Group 3: Industry Challenges and Future Outlook - Industry experts highlight that while embodied intelligent robots show potential, challenges remain in terms of endurance, stability, and speed to meet high-intensity manufacturing demands [6][7] - The current focus should be on indoor environments with clear tasks, as this aligns better with existing technology capabilities, allowing for quicker deployment and validation of application value [6] - The industry is at a critical stage of technology validation and application promotion, with a need for scalable and sustainable commercialization strategies [7]

Group 1 - Longqi Technology's stock rose by 2.87% to close at 43.80 yuan on October 20, with a significant block trade of 300,000 shares totaling 13.008 million yuan [1] - The first transaction occurred at a price of 43.36 yuan for 300,000 shares, with a premium rate of -1.00%, involving Guokai Securities as the buyer and an institutional seller [1] - Over the past three months, Longqi Technology has recorded 11 block trades with a total transaction value of 593 million yuan, while the stock has seen a cumulative decline of 5.81% in the last five trading days, with a net outflow of 65.0797 million yuan from main funds [1]