Core Viewpoint - Longqi Technology (603341.SH) showcased its advanced technology and product lineup at the 2026 CES, emphasizing its leadership in the smart product and service sector [1] Group 1: Product Offerings - The company presented a range of core products including AI PCs, smart glasses, smart wearables, smartphones, and tablets, highlighting its technological accumulation and forward-looking layout in multiple categories of smart terminals [1] - In the AI PC segment, the company displayed several high-performance product solutions based on platforms from Intel, Qualcomm, and AMD, including a 1-kilogram magnesium-aluminum ultra-light laptop that demonstrates its capabilities in extreme lightweight design and structural stacking [1] - In the smart glasses category, the company showcased a mature solution for AI glasses, which includes a charging case [1] Group 2: Technological Innovations - The company also introduced its exploration in the field of embodied intelligence, using live interactions and video assistance to illustrate its technological layout in the integration of "AI + manufacturing" innovation [1]

Core Viewpoint - The company, Longqi Technology (603341.SH), is in the early stages of developing its automotive electronics business, with a longer sales cycle and gradual sales scale breakthrough in line with its planning [1] Group 1 - The company's in-vehicle mobile smart control tablet is in mass production and has a leading shipment volume in the industry [1] - The in-vehicle wireless charging project has also entered the stage of large-scale mass production [1]

Group 1 - The company, Longqi Technology, is exploring potential customers for AI glasses across multiple scenarios [1] - The announcement was made on February 3rd during an interaction with investors [1] - The information was sourced from the Securities Daily [1]

Core Viewpoint - The company has experienced an increase in R&D expenses due to the expansion of new business areas, including AIPC, automotive electronics, and smart glasses, which has led to multiple ongoing R&D projects focused on core technology breakthroughs and product iteration optimization [1] Group 1 - The company plans to maintain a strong focus on new business sectors and continue its investment efforts to solidify technological barriers and accelerate product deployment [1] - In the long term, as new businesses begin to generate scaled revenue, the efficiency of R&D is expected to improve, leading to a decrease in the overall R&D expense ratio [1]

Core Viewpoint - Longqi Technology (603341) has established early positioning in the AI glasses sector and formed long-term strategic partnerships with leading global clients, resulting in significant growth in user experience and sales as these products continue to evolve [1] Group 1: AI Glasses - The company has engaged in AI glasses development projects with top domestic clients, with the first product currently under development [1] - Continuous upgrades of AI glasses products by global leading clients have led to notable improvements in user experience and sales [1] Group 2: AI PC - Longqi Technology has secured mass production orders from four leading clients, including global top brands, in the AI PC segment [1] - The AI PC business is still in its early stages and is considered a long-term investment, with the company committed to ongoing breakthroughs [1] - The target for the AI PC business is to achieve 30% of total revenue by 2030 [1] Group 3: Humanoid Robots - The company has established a dedicated team to research the integration of robotics and AI technology, focusing on smart upgrades for factory production lines [1]

格隆汇2月3日丨龙旗科技(603341.SH)在投资者互动平台表示，公司在AI眼镜领域布局较早，与全球头 部客户建立了长期战略合作关系。随着全球头部客户的AI眼镜产品持续迭代升级，用户体验和销量均 有显著增长。国内市场方面，公司已承接国内头部客户AI 眼镜研发项目，首款产品正在开发中。AI PC 方面，公司已获得包括全球头部品牌在内的四家头部客户的量产订单。AI PC仍处于起步阶段，属于长 期投资，公司将保持耐心持续突破。AI PC业务的目标是到2030年AI PC业务收入占总营收的30%。人形 机器人方面，公司内部已有专项团队，重点研究如何将机器人与AI技术结合，应用于工厂的产线智能 化升级。 ...

证券日报网讯2月2日，龙旗科技（603341）发布公告称，2026年1月，公司未实施股份回购。 ...

格隆汇2月2日丨龙旗科技(603341.SH)公布，截至2026年1月31日，公司通过集中竞价交易方式已累计回 购股份7,499,937股，已回购股份占公司总股本的比例为1.44%，回购成交的最高价为42.49元/股、最低 价为37.55元/股，已支付的资金总额为299,819,751.05元（不含交易费用）。 ...

证券代码：603341 证券简称：龙旗科技 公告编号：2026-011 一、回购股份的基本情况 上海龙旗科技股份有限公司（以下简称"公司"）于 2025 年 4 月 8 日召开了 第四届董事会第三次会议，审议通过了《关于以集中竞价交易方式回购股份的预 案的议案》，同意公司以集中竞价交易方式回购公司股份，用于员工持股计划或股 权激励，回购期限自公司董事会审议通过之日起 12 个月内，回购股份价格不超过 50 元/股（含），回购资金不低于人民币 2.5 亿元（含）且不超过人民币 5 亿元（含）。 具体内容详见公司于 2025 年 4 月 9 日在上海证券交易所网站（www.sse.com.cn） 披露的《关于以集中竞价交易方式回购股份的预案》（公告编号：2025-025）。 二、回购股份的进展情况 上海龙旗科技股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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： | 回购方案首次披露日 | 2025/4/9 | | --- | --- | | 回购方案实施期限 | ...

Group 1 - Zhejiang Zhiding Robot Co., Ltd. has recently undergone a business change, increasing its registered capital to approximately 10.94 million yuan [1] - New shareholders include Longqi Technology (603341) and Ningbo Huaxiang's subsidiary Ningbo Huaxiang Qiyuan Technology Co., Ltd. [1] - The company was established in April 2025 and is primarily engaged in the production and sales of intelligent robots [1] Group 2 - The AI ETF (Product Code: 515070) tracks the China Securities Artificial Intelligence Theme Index and has seen a slight decrease of 0.09% over the past five days [2] - The gaming ETF (Product Code: 1598) tracks the China Securities Animation and Gaming Index and has increased by 0.74% over the same period [2] - The AI ETF has a price-to-earnings ratio of 65.43, while the gaming ETF has a lower ratio of 41.93 [2]