Core Viewpoint - Longqi Technology (龙旗科技) is actively investing in the embodied intelligence sector through its subsidiary Longqi Intelligent, aiming to enhance its competitive strength and secure quality investment targets in the industry [1] Group 1: Investment Activities - Longqi Intelligent plans to invest 30 million yuan in the Shanghai Lingzhi New Venture Capital Partnership, representing 23.08% of the total subscription amount [1] - The partnership focuses on direct or indirect equity investments in innovative companies related to the embodied intelligence industry, including key upstream materials and components, critical software systems, and downstream application solutions [1] Group 2: Business Expansion and Partnerships - Longqi Technology is a leading ODM for smart products, serving major global consumer electronics brands and has diversified its product offerings to include smartphones, tablets, AI PCs, automotive electronics, and more [2] - The company has entered a strategic partnership with Zhiyuan Robotics, placing a significant order for the Zhiyuan Spirit G2 robots, marking one of the largest orders in the domestic industrial embodied intelligence robot sector [2] Group 3: AI Hardware Developments - Longqi Technology has made breakthroughs in AI glasses and AI PCs, with the first smart glasses project entering mass production and two new self-developed AI PC products launched [3] - In Q3 2025, revenue from AIoT products reached 2.282 billion yuan, a year-on-year increase of over 47%, accounting for 20% of the company's total revenue [3]

该合伙企业为创业投资基金，原则上投早投小，将主要对具身智能产业链相关的创新企业进行直接或间 接的股权投资、准股权投资或从事与投资相关的活动，包括但不限于上游关键原材料及零部件，如伺服 系统、电机、控制器、减速器、传感器等；关键软件系统及人工智能算法等；中游机器人本体制造与集 成，及机器人下游应用解决方案等。龙旗智能作为有限合伙人以自有资金认缴出资人民币3,000万元， 占认缴出资总额的23.08%，合伙企业的经营期限为10年，其中投资期为5年。 格隆汇11月24日丨龙旗科技(603341.SH)公布，龙旗智能于2025年11月24日与其他各方共同签署了《上 海瓴智新创创业投资合伙企业（有限合伙）合伙协议》。为了借助专业投资机构的资源及投资经验，储 备更多的优质标的，进一步提升公司竞争实力，龙旗智能参与认购合伙企业的基金份额。 ...

证券代码：603341 证券简称：龙旗科技 公告编号：2025-108 上海龙旗科技股份有限公司 上海龙旗科技股份有限公司（以下简称"公司"）全资子公司上海龙旗智能 科技有限公司（以下简称"龙旗智能"）于 2025 年 11 月 24 日签订了《上海瓴智 新创创业投资合伙企业（有限合伙）合伙协议》，龙旗智能拟作为上海瓴智新创 创业投资合伙企业（有限合伙）（以下简称"合伙企业"）有限合伙人以自有资金 认缴出资 3,000 万元，占认缴出资总额的 23.08%。 根据《上海龙旗科技股份有限公司章程》（以下简称"《公司章程》"）的规定， 该事项无需提交公司董事会、股东会审议。 其它需要提醒投资者重点关注的风险事项 合伙企业在投资过程中受宏观经济、行业周期的不确定性等多种因素影响， 可能面临投资效益不达预期的风险；合伙企业投资项目从接触、投资、退出，一 般经历较长时间，投资计划可能推迟或延后，从而增加投资的不确定性，存在合 伙企业经营期限延长的风险。 一、合作情况概述 关于全资子公司参与认购投资基金份额的公告 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 ...

Group 1 - The core point of the article is that Longqi Technology (603341.SH) announced its wholly-owned subsidiary, Longqi Intelligent, will invest 30 million yuan as a limited partner in the Shanghai Lingzhi New Venture Capital Partnership, accounting for 23.08% of the total subscribed capital [1] Group 2 - The partnership primarily focuses on direct or indirect equity investments in innovative companies related to the embodied intelligence industry chain [1]

该合伙企业为创业投资基金，原则上投早投小，将主要对具身智能产业链相关的创新企业进行直接或间 接的股权投资、准股权投资或从事与投资相关的活动，包括但不限于上游关键原材料及零部件，如伺服 系统、电机、控制器、减速器、传感器等;关键软件系统及人工智能算法等;中游机器人本体制造与集 成，及机器人下游应用解决方案等。 龙旗科技(603341.SH)发布公告，公司全资子公司上海龙旗智能科技有限公司(简称"龙旗智能")于2025年 11月24日签订了《上海瓴智新创创业投资合伙企业(有限合伙)合伙协议》，龙旗智能拟作为上海瓴智新 创创业投资合伙企业(有限合伙)有限合伙人以自有资金认缴出资3000万元，占认缴出资总额的23.08%。 ...

该合伙企业为创业投资基金，原则上投早投小，将主要对具身智能产业链相关的创新企业进行直接或间 接的股权投资、准股权投资或从事与投资相关的活动，包括但不限于上游关键原材料及零部件，如伺服 系统、电机、控制器、减速器、传感器等;关键软件系统及人工智能算法等;中游机器人本体制造与集 成，及机器人下游应用解决方案等。 智通财经APP讯，龙旗科技(603341.SH)发布公告，公司全资子公司上海龙旗智能科技有限公司(简称"龙 旗智能")于2025年11月24日签订了《上海瓴智新创创业投资合伙企业(有限合伙)合伙协议》，龙旗智能 拟作为上海瓴智新创创业投资合伙企业(有限合伙)有限合伙人以自有资金认缴出资3000万元，占认缴出 资总额的23.08%。 ...

Core Viewpoint - The announcement from Longqi Technology indicates a significant change in shareholding structure due to the sale of shares by major shareholders, which does not trigger a mandatory takeover bid and does not alter the control of the company [2] Group 1: Shareholding Changes - Tianjin Jinmi Investment Partnership and Suzhou Industrial Park Shunwei Technology Venture Capital Partnership have reduced their combined shareholding in the company from 10.00% to 5.00% [2] - The change in shareholding does not affect the company's controlling shareholder or actual controller [2]

Core Viewpoint - Longqi Technology announced that the funds raised for the "Nanchang Intelligent Hardware Manufacturing Center Expansion Project" have been fully utilized, and the company has completed the account closure procedures for the related fundraising accounts [2] Summary by Categories - **Company Announcement** - Longqi Technology has officially disclosed that all funds allocated for the expansion project have been used up [2] - The company has proceeded with the closure of the relevant fundraising accounts as per the planned schedule [2]

证券代码：603341 证券简称：龙旗科技 公告编号：2025-106 上海龙旗科技股份有限公司 关于首次公开发行股票募集资金部分专户销户完成的公告 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。 截至本公告日，公司募集资金专项账户情况如下： | 序号 | 开户主体 | 开户行 | 账号 | 存续状态 | | --- | --- | --- | --- | --- | | 1 | 上海龙旗科技股 | 上海浦东发展银行股份 | 97160078801500004974 | 正常使用 | | | 份有限公司 | 有限公司张江科技支行 | | | | 2 | 上海龙旗科技股 | 上海农村商业银行股份 | 50131000977313894 | 已注销 | | | 份有限公司 | 有限公司张江科技支行 | | | | 3 | 上海龙旗科技股 | 中国建设银行股份有限 | 31050136360000010564 | 已注销 | | | 份有限公司 | 公司上海市分行 | | | | 4 | 龙旗电子（惠州） | 招商银行股份有限公司 ...

Group 1 - The core point of the article is that Longqi Technology (SH 603341) announced the convening of its fourth board meeting on November 20, 2025, to discuss the granting of reserved restricted stocks under the 2025 restricted stock incentive plan [1] - For the first half of 2025, Longqi Technology's revenue composition is as follows: 70.44% from smartphone products, 16.68% from AIoT products, 9.55% from tablet computers, and 3.33% from other businesses [1] - As of the time of reporting, Longqi Technology has a market capitalization of 18.7 billion yuan [1]