Core Points - The Shanghai Composite Index closed at 3914.01 points, above the six-month moving average, with an increase of 0.65% [1] - The total trading volume of A-shares reached 1,889.449 billion yuan [1] - A total of 209 A-shares have surpassed the six-month moving average, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Guanghetong (300638) saw a price increase of 20.01% with a deviation rate of 15.61% from the six-month moving average [1] - Haosheng Electronics (920701) increased by 29.97%, with a deviation rate of 13.15% [1] - Rongda Photoelectric (300576) rose by 17.86%, with a deviation rate of 10.61% [1] Trading Metrics - The trading turnover rate for Guanghetong was 27.35% [1] - Haosheng Electronics had a turnover rate of 15.75% [1] - Rongda Photoelectric's turnover rate was 28.88% [1] Additional Notable Stocks - Chaoyang Technology (002981) increased by 10.00% with a deviation rate of 9.28% [1] - Xingye Stock (603928) rose by 9.99% with a deviation rate of 8.35% [1] - Tianjian Stock (301383) increased by 19.91% with a deviation rate of 8.08% [1]

Group 1 - The core viewpoint of the news is that Longqi Technology's stock has seen a significant increase, with a rise of 5.54% to 42.69 CNY per share, resulting in a total market capitalization of 20.038 billion CNY [1] - Longqi Technology, established on October 27, 2004, specializes in the research, design, production, and comprehensive services of smart products, with its main revenue sources being smartphones (70.44%), AIoT products (16.68%), tablets (9.55%), and others (3.33%) [1] Group 2 - From the perspective of major fund holdings, Yinhua Fund has a significant position in Longqi Technology, with the Yinhua Digital Economy Stock Initiation A fund holding 1.733 million shares, accounting for 5.24% of the fund's net value, making it the fourth-largest holding [2] - The Yinhua Digital Economy Stock Initiation A fund has achieved a year-to-date return of 33%, ranking 1180 out of 4206 in its category, and a one-year return of 32.97%, ranking 1160 out of 4008 [2]

Core Viewpoint - The major shareholder of Shanghai Longqi Technology Co., Ltd. has completed a share reduction plan, resulting in a significant decrease in their holdings in the company [1][2]. Group 1: Major Shareholder's Holdings - Before the reduction plan, Tianjin Jinmi Investment Partnership held 23,221,393 shares, accounting for 4.95% of the total share capital, while Suzhou Industrial Park Shunwei Technology Venture Capital Partnership held 19,191,600 shares, accounting for 4.09% of the total share capital. Together, they held 42,412,993 shares, representing 9.04% of the total share capital [1]. Group 2: Share Reduction Plan Implementation - On September 2, 2025, the company announced a share reduction plan, allowing Suzhou Shunwei to reduce its holdings by up to 19,191,600 shares, which is 4.09% of the total share capital, within three months after the announcement [1]. - As of November 27, 2025, Suzhou Shunwei completed the reduction of 19,191,600 shares, resulting in no remaining shares held by them [2]. Group 3: Compliance and Results - The share reduction was conducted in accordance with relevant laws and regulations, and the actual reduction matched the previously disclosed plan [2][3]. - The reduction plan was not terminated early, and there were no violations of the reduction plan or other commitments [3].

Core Viewpoint - Suzhou Shunwei has completed its share reduction plan for Longqi Technology, cashing out a total of 867 million yuan, fully exiting its stake in the company [1] Group 1: Share Reduction Details - Suzhou Shunwei held 19.19 million shares of Longqi Technology before the reduction, representing 4.09% of the total shares [1] - The reduction was executed through a combination of centralized bidding and block trading, with 15.64 million shares sold via centralized bidding and 3.55 million shares through block trading, at prices ranging from 40.00 yuan to 52.80 yuan per share [1] Group 2: Shareholder Relationships - Suzhou Shunwei and Tianjin Jinmi Investment have a concerted action relationship, both being under the same actual controller, with Tianjin Jinmi holding 23.22 million shares, or 4.95% of the total shares, prior to the reduction [2] - Together, Suzhou Shunwei and Tianjin Jinmi held a combined 9.04% of Longqi Technology's total shares, making them significant shareholders [2] Group 3: Company Background and Business Relationship - Longqi Technology is a major ODM supplier for Xiaomi's smart products, with a partnership that began in 2013, covering areas such as smartphones, tablets, AIoT products, and automotive electronics [2] - In 2015, Xiaomi's affiliated companies increased their investment in Longqi Technology, resulting in Suzhou Shunwei and Tianjin Jinmi holding a combined 20% stake [2] - In March of this year, both Suzhou Shunwei and Tianjin Jinmi announced plans to reduce their holdings by up to 6%, and by June 30, they had collectively reduced their stake by 5.96%, cashing out 1.093 billion yuan [2]

Group 1 - Longqi Technology (SH 603341) announced on November 28 that Suzhou Shunwei has reduced its shareholding by approximately 19.19 million shares, accounting for 4.09% of the company's total equity, and no longer holds any shares as of the announcement date [1] - For the first half of 2025, Longqi Technology's revenue composition is as follows: smartphones account for 70.44%, AIoT products for 16.68%, tablets for 9.55%, and other businesses for 3.33% [1] - As of the announcement, Longqi Technology has a market capitalization of 19 billion yuan [1]

证券代码：603341 证券简称：龙旗科技 公告编号：2025-109 上海龙旗科技股份有限公司 关于股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 大股东持股的基本情况 本次减持计划实施前，上海龙旗科技股份有限公司（以下简称"公司"）股 东天津金米投资合伙企业（有限合伙）（以下简称"天津金米"）持有公司无限售 条件流通股 23,221,393 股，占公司总股本的 4.95%；苏州工业园区顺为科技创业 投资合伙企业（有限合伙）（以下简称"苏州顺为"）持有公司无限售条件流通股 19,191,600 股，占公司总股本的 4.09%。天津金米、苏州顺为系同一实际控制人 控制下的一致行动人，合计持有公司无限售条件流通股 42,412,993 股，占公司总 股本的 9.04%。 减持计划的实施结果情况 2025 年 9 月 2 日，公司在上海证券交易所网站（www.sse.com.cn）披露了《上 海龙旗科技股份有限公司关于股东减持股份计划公告》（公告编号：2025-093）， 具体减持计 ...

格隆汇11月28日｜龙旗科技(603341.SH)公告称，公司股东苏州工业园区顺为科技创业投资合伙企业 （有限合伙）已完成减持计划，累计减持公司股份1919.16万股，占公司总股本的4.09%，减持价格区间 为40.00-52.80元/股，减持总金额为8.67亿元。减持完成后，苏州顺为不再持有公司股份。 ...

格隆汇11月28日丨龙旗科技(603341.SH)公布，2025年11月28日，公司收到了天津金米、苏州顺为发来 的《关于所持上海龙旗科技股份有限公司股份减持结果告知函》。截至2025年11月27日，苏州顺为通过 集中竞价交易及大宗交易方式减持公司股份1919.16万股，占公司总股本的4.09%。截至本公告披露日， 苏州顺为不再持有公司股份，减持计划已实施完毕。 ...

龙旗科技公告，苏州工业园区顺为科技创业投资合伙企业（有限合伙）2025年9月24日～2025年11月27 日通过集中竞价减持1564.4万股、大宗交易减持354.76万股，合计减持1919.16万股，占公司总股本 4.09%，减持价格区间40～52.8元/股，套现8.67亿元，当前持股0股、持股比例0%，减持计划实施完 毕。 ...

Core Viewpoint - Longqi Technology (龙旗科技) is actively investing in the embodied intelligence industry by participating in a venture capital fund, aiming to enhance its competitive strength and secure quality investment targets [2]. Group 1: Investment Activities - Longqi Technology's wholly-owned subsidiary, Longqi Intelligent, plans to invest 30 million yuan in the Shanghai Lingzhi New Venture Capital Partnership, accounting for 23.08% of the total committed capital [2]. - The partnership will focus on direct or indirect equity investments in innovative companies related to the embodied intelligence industry, including key materials, components, software systems, and robotics applications [2]. Group 2: Business Development - As a leading ODM in smart products, Longqi Technology provides comprehensive services to major global consumer electronics brands, including Xiaomi, Samsung, and Lenovo, with a product portfolio that includes smartphones, tablets, smartwatches, and automotive electronics [3]. - The company is expanding into emerging categories such as automotive electronics and intelligent robotics, with a strategic partnership with Zhiyuan Robotics to deploy nearly 1,000 robots in industrial applications, marking one of the largest orders in the domestic market [3]. Group 3: AI Hardware Breakthroughs - Longqi Technology has achieved significant advancements in AI glasses and AI PCs, with the first smart glasses project entering mass production and two new AI PC products launched [4]. - The revenue from AIoT products reached 2.282 billion yuan in Q3 2025, representing a year-on-year growth of over 47%, and accounting for 20% of the company's total revenue [4].