Core Insights - The collaboration between Zhiyuan Robotics and Longqi Technology focuses on the application of embodied intelligent robots in industrial scenarios, marking a significant strategic partnership in the sector [1] - Longqi Technology has placed a framework order worth several hundred million yuan for Zhiyuan's G2 robots, indicating strong market demand and confidence in the technology [1] - This partnership will deploy nearly 1,000 robots, representing one of the largest orders in the domestic industrial embodied intelligent robot field [1]

Core Insights - The article reports a strategic partnership between Zhiyuan Robotics and Longqi Technology, focusing on the application of embodied intelligent robots in industrial scenarios [1] - Longqi Technology has placed an order worth several hundred million yuan for Zhiyuan's G2 robot framework, marking one of the largest orders in the domestic industrial embodied intelligent robot sector [1] - The collaboration will involve the deployment of nearly one thousand robots, highlighting the scale and significance of this partnership in the industry [1]

Group 1 - On September 30, Longqi Technology's stock rose by 1.93%, with a trading volume of 589 million yuan [1] - The financing data shows that on the same day, Longqi Technology had a financing purchase amount of 96.52 million yuan and a net financing purchase of 37.33 million yuan, with a total financing and securities balance of 510 million yuan [1] - The current financing balance of Longqi Technology is 506 million yuan, accounting for 3.96% of the circulating market value, which is above the 90th percentile level over the past year [1] Group 2 - As of June 30, Longqi Technology had 23,400 shareholders, an increase of 22.55% from the previous period, while the average circulating shares per person decreased by 18.40% [2] - For the first half of 2025, Longqi Technology reported operating revenue of 19.908 billion yuan, a year-on-year decrease of 10.65%, while the net profit attributable to shareholders increased by 5.01% to 356 million yuan [2] Group 3 - Longqi Technology has distributed a total of 461 million yuan in dividends since its A-share listing [3]

Company Overview - Full Name: Shanghai Longqi Technology Co., Ltd [1] - Abbreviation: Longqi Technology [1] - Stock Code: 603341.SH [1] - IPO Application Date: January 6, 2023 [1] - Listing Date: March 1, 2024 [1] - Listing Board: Shanghai Stock Exchange Main Board [1] - Industry: Computer, Communication, and Other Electronic Equipment Manufacturing [1] - IPO Sponsor: Huatai United Securities [1] - IPO Underwriters: Huatai United Securities, Guotai Junan Securities [1] - IPO Legal Advisor: Beijing Deheng Law Offices [1] - IPO Audit Firm: Rongcheng Accounting Firm (Special General Partnership) [1] Disclosure and Evaluation - Disclosure Issues: Required to clarify if lawsuits pose substantial obstacles to the issuance, compliance with issuance conditions, and completeness of related party disclosures [1] - Regulatory Penalties: No deductions [2] - Public Supervision: No deductions [2] - Listing Cycle: 420 days, shorter than the average of 629.45 days for 2024 A-share listings [2] - Multiple Applications: Yes, resulting in deductions [2] Financial Metrics - Issuance Costs: Underwriting and sponsorship fees amount to 83.83 million yuan, with a commission rate of 5.37%, lower than the average of 7.71% [3] - First Day Performance: Stock price increased by 99.69% on the first day of listing [4] - Three-Month Performance: Stock price increased by 68.23% within three months post-listing [5] - Issuance Price-to-Earnings Ratio: 24.13 times, compared to the industry average of 25.50 times, representing 94.63% of the industry average [6] - Actual Fundraising: Expected to raise 1.919 billion yuan, but actual fundraising was 1.560 billion yuan, a decrease of 18.72% [7] Post-Listing Performance - Revenue Growth: 2024 revenue increased by 70.62% year-on-year [8] - Net Profit Decline: Net profit attributable to shareholders decreased by 17.21% year-on-year, while non-recurring net profit fell by 26.92% [8] - Subscription and Underwriting Rates: Abandonment rate of 0.41% [9] Overall Evaluation - Total Score: 82.5 points, classified as B-level [9] - Negative Factors: Disclosure quality needs improvement, multiple applications, reduced actual fundraising, and revenue growth without profit increase [9]

Company Overview - Shanghai Longqi Technology Co., Ltd. is an ODM enterprise focused on the research, design, production, and comprehensive services of smart products, with over 20 years in the industry, set to be listed on the Shanghai Stock Exchange in 2024 (stock code: 603341) [2] - The company serves leading consumer electronics brands such as Xiaomi, Samsung, and Huawei, with products spanning smart phones, tablets, automotive electronics, and smart wearable devices [2] ESG Governance and Compliance - In 2024, the company enhanced its ESG governance structure by renaming the original board strategy committee to "Strategy and ESG Committee," and established implementation guidelines to define its responsibilities, including researching sustainable development and reviewing ESG reports [3] - New compliance documents were released in 2024, including the "Longqi Technology Business Ethics Code" and "Anti-Corruption Policy," with a 100% signing rate for the "Business Conduct Code" and "Integrity Commitment" [3] Risk Management and Internal Control - Longqi Technology has established a "three lines of defense" risk management system, with the first line being business departments, the second line being the internal control department conducting 80 special safety inspections in 2024 with a 100% rectification rate, and the third line being independent audits by the audit department, recovering losses of 8.43 million yuan [4] - The company has maintained an A-level tax credit rating for several years, paying a total of 407 million yuan in various taxes [4] Information Security and Supply Chain Compliance - The company has implemented information security compliance measures, including the "Employee Information Security Guidelines" and regular risk assessments, achieving 100% coverage for new employee training and no privacy breaches in the year [4] - Longqi Technology established an ESG audit mechanism for suppliers, completing CSR audits for 117 new suppliers and 92 existing ones in 2024, with over 70% passing rate, and conducted due diligence on nearly 600 direct suppliers regarding conflict minerals [4] Expert Commentary - The company has built a comprehensive anti-corruption and anti-bribery system, utilizing a risk map to manage business risks and covering over 20 compliance areas, reinforcing integrity risk management and internal control for over 10,000 employees [5]

两融数据显示，该股最新融资余额为3.30亿元，近5日减少3866.06万元，降幅为10.47%。 据天眼查APP显示，上海龙旗科技股份有限公司成立于2004年10月27日。注册资本46938.1544万人民 币。（数据宝） 9月25日龙旗科技大宗交易一览 | 成交量 | 成交金额 （万元） | 成交价格 | 相对当日收盘折 溢价（%） | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | | （元） | | | | | 89.90 | 3649.04 | 40.59 | -13.40 | 华泰证券股份有限公司云 | 华泰证券股份有限公 | | 30.00 | 1392.00 | 46.40 | -1.00 | 南分公司 中信证券股份有限公司总 部(非营业场所) | 司云南分公司 机构专用 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 龙旗科技9月25日大宗交易平台共发生2笔成交，合计成交量119.90万股，成交金额5041.04万元。以折溢 价进行统计，今日2笔大宗交易成交价相对收盘价均为折价交易。从参与大宗交易营 ...

9月25日，龙旗科技大宗交易成交119.9万股，成交额5041.04万元，占当日总成交额的5.09%，成交均价 42.04元，较市场收盘价46.87元折价10.3%，其中最高成交价46.4元，最低成交价40.59元。 ...

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Longqi Technology, indicating a mixed outlook with a slight increase in stock price but a net outflow in financing [1][2] - As of September 24, Longqi Technology's stock price increased by 1.01%, with a trading volume of 312 million yuan, while the financing buy-in was 31.43 million yuan and the net financing outflow was 23.39 million yuan [1] - The total financing and securities balance for Longqi Technology reached 333 million yuan, with the financing balance accounting for 2.75% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of June 30, the number of shareholders for Longqi Technology increased by 22.55% to 23,400, while the average circulating shares per person decreased by 18.40% to 11,388 shares [2] - For the first half of 2025, Longqi Technology reported a revenue of 19.908 billion yuan, a year-on-year decrease of 10.65%, while the net profit attributable to shareholders increased by 5.01% to 356 million yuan [2] - The company has distributed a total of 461 million yuan in dividends since its A-share listing [3]

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。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603341 证券简称：龙旗科技 公告编号：2025-095 上海龙旗科技股份有限公司 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 ■ 3.一致行动人信息 ■ 4.信息披露义务人及其一致行动人住所 （1）苏州工业园区顺为科技创业投资合伙企业（有限合伙） （2）天津金米投资合伙企业（有限合伙） 注册地址：天津自贸试验区（空港经济区）中心大道华盈大厦-904室 通讯地址：北京市海淀区西二旗中路33号小米移动互联网产业园 二、权益变动触及1%刻度的基本情况 ■ 上海龙旗科技股份有限公司（以下简称"公司"）于2025年9月24日收到股东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"）及其一致行动人天津金米 ...

Summary of Key Points Core Viewpoint - On September 24, a total of 93 stocks appeared on the block trading platform, with a cumulative trading volume of 239 million shares and a total trading value of 3.612 billion yuan, indicating active trading in the market [1]. Group 1: Trading Activity - The highest trading value was recorded for Zijin Mining, with two transactions totaling 363 million yuan [1]. - Following Zijin Mining, Oulutong had 59 transactions with a total trading value of 334 million yuan [1]. - A total of 49 stocks had trading values exceeding 10 million yuan, reflecting significant investor interest [1]. Group 2: Notable Stocks - Zijin Mining (stock code: 601899) had a closing price of 25.93 yuan, with a slight increase of 0.43% [1]. - Oulutong (stock code: 300870) closed at 220.58 yuan, showing a rise of 1.89%, but had a trading price of 182.00 yuan, reflecting a discount of 17.49% [1]. - Liyade (stock code: 300296) experienced a 3.54% increase, closing at 7.32 yuan, with a trading price of 7.07 yuan, indicating a discount of 3.42% [1].