9月24日龙旗科技大宗交易一览 | 成交量 | 成交金 额 | 成交价 | 相对当日 收盘折溢 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万 | 格 | 价 | 买方营业部 | 卖方营业部 | | 股） | 元） | （元） | （%） | | | | 199.90 | 8033.98 | 40.19 | -10.89 | 华泰证券股份有限公司云南分公司 | 华泰证券股份有限公司云南分 | | | | | | | 公司 | | 40.86 | 1642.16 | 40.19 | -10.89 | 华泰证券股份有限公司云南分公司 | 华泰证券股份有限公司云南分 | | | | | | | 公司 | | 30.00 | 1339.50 | 44.65 | -1.00 | 中信证券股份有限公司总部(非营业 场所) | 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。 证券时报•数据宝统计显示，龙旗科技今日收盘价为45.10元，上涨1.01%，日换手率为2.63%，成交额为 3.12亿元，全天主力资金净流出1201.01万元，近5 ...

9月24日，龙旗科技大宗交易成交270.76万股，成交额1.1亿元，占当日总成交额的26.09%，成交均价 40.68元，较市场收盘价45.1元折价9.79%，其中最高成交价44.65元，最低成交价40.19元。 | 交易日期 | 证券简称 | 证券代码 | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-09-24 | 龙族科技 | 603341 | 44.65 | 1339.5 | 30 | 是有意思想不 | 机构专用 | | 195 | | 2025-09-24 | 龙旗科技 | 603341 | 40.19 | 8033.98 | 199.9 | 装膏量菊姆公营限 | 중촉플索劈毀奇興 | | 图 | | 2025-09-24 | 龙旗科技 | 603341 | 40.19 | 1642.16 | 40.86 公司芸需男公奇眼 | | 去簡景需劈毀為興 | | 190 | ...

格隆汇9月24日丨龙旗科技(603341.SH)公布，苏州顺为于2025年9月24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70万股，持有公司股份比例由4.09%变动至3.94%。苏州顺为及其 一致行动人合计持有公司股份比例从9.04%变动至8.89%，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：2025-095 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 | 9.04% | | | | 权益变动后合计比例 | 8.89% | | | | 本次变动是否违反已作出的承 | 是□ | 否☑ | | | 诺、意向、计划 | | | | | 是否触发强制要约收购义务 | 是□ | 否☑ | | 一、 信息披露义务人及其一致行动人的基本信息 | | □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 | | | ...

Investment Rating - The report maintains a rating of "Accumulate" for the company [4] Core Views - The company's profitability continues to improve, with a focus on the long-term growth potential of smart glasses [1][8] - Despite a slight decline in revenue due to decreased smartphone sales, the company is increasing its R&D investments, particularly in new product categories [2][3] - The company is experiencing growth in its AIoT segment, driven by the rapid expansion of AI glasses, and is actively developing new products in the wearable technology space [8][9] Financial Summary - For the first half of 2025, the company reported revenue of 199.08 billion yuan, a year-on-year decrease of 10.65%, and a net profit attributable to shareholders of 3.56 billion yuan, an increase of 5.01% [1] - The company's gross margin for the first half of 2025 was 8.14%, up 1.64 percentage points year-on-year, while the net margin was 1.79%, an increase of 0.29 percentage points [2] - Revenue projections for 2025 to 2027 show a recovery trend, with expected revenues of 45.69 billion yuan in 2025, 53.13 billion yuan in 2026, and 65.35 billion yuan in 2027, reflecting growth rates of -1.5%, 16.3%, and 23.0% respectively [1][10] Product Performance - The smartphone segment saw a revenue decline of 22.28% year-on-year, while the AIoT segment grew by 45.26% [2] - The company has successfully launched multiple high-end tablet products and is enhancing its capabilities in AI innovation applications related to tablets [3] - In the AIPC sector, the company has secured mass production orders from four leading clients, with a target for AIPC revenue to account for 30% of total revenue by 2030 [3][8] Market Position - The company is actively expanding its presence in the overseas automotive electronics market and has successfully launched several products for major clients [3][8] - The report highlights the company's strategic partnerships and collaborations with leading firms in the XR space to enhance its competitive edge [8]

Group 1 - The core viewpoint of the article highlights the strategic moves of Lei Jun and his investment entities, particularly Xiaomi Group and Shunwei Capital, in the context of capital market dynamics, focusing on both divestments and new investments in emerging sectors [1][3][34] - Shunwei Capital has been actively reducing its stake in various companies, including Longqi Technology, with plans to sell up to 19.19 million shares, representing 4.09% of the total share capital, due to the shareholder's funding needs [1][10] - In the past year, Shunwei Capital has executed multiple rounds of divestments across several companies, including Qusleep Technology, Nanchip Technology, and Stone Technology, indicating a trend of capital withdrawal from certain investments [1][19] Group 2 - Longqi Technology, primarily engaged in smart product development and manufacturing, has seen significant financial support from Shunwei Capital and Tianjin Jinmi, which were crucial during its growth phase [4][8] - The partnership between Longqi Technology and Xiaomi has evolved from independent design to original design manufacturing (ODM), with Xiaomi becoming a major client, contributing significantly to Longqi's revenue [11][13] - Longqi Technology's financial performance has faced challenges, with a reported revenue decline of 10.65% year-on-year and a net profit drop of 34.53% in the first half of 2025, raising concerns about its reliance on smartphone manufacturing [13][34] Group 3 - Shunwei Capital, established in 2015, focuses on early and growth-stage investments in technology sectors, leveraging Xiaomi's ecosystem to provide strategic support to portfolio companies [14][23] - The investment strategy of Shunwei Capital emphasizes a balanced approach, targeting high-potential sectors such as advanced manufacturing and artificial intelligence, with over 60% of its investments directed towards these areas [21][28] - Recent investments by Shunwei Capital include significant funding in emerging fields, particularly in advanced manufacturing and AI, indicating a shift towards sectors with high growth potential [31][32]

Group 1 - On September 11, Longqi Technology's stock rose by 6.60%, with a trading volume of 573 million yuan [1] - The financing data shows that on the same day, Longqi Technology had a financing purchase amount of 60.19 million yuan and a financing repayment of 62.31 million yuan, resulting in a net financing buy of -2.12 million yuan [1] - As of September 11, the total margin balance for Longqi Technology was 328 million yuan, with a financing balance of 325 million yuan, accounting for 2.72% of the circulating market value, indicating a high level compared to 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% to 11,388 shares [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 the parent company was 356 million yuan, reflecting a year-on-year growth of 5.01% [2] Group 3 - Longqi Technology has distributed a total of 461 million yuan in dividends since its A-share listing [3]

Group 1 - Lei Jun, through Xiaomi Group and Shunwei Capital, has built a complex capital landscape, frequently reducing holdings while betting on new opportunities [2][3] - Shunwei Capital plans to reduce its stake in Longqi Technology by up to 19.19 million shares, accounting for 4.09% of the total share capital, due to the shareholder's funding needs [2][11] - In the past year, Shunwei Capital has frequently reduced its stakes in several companies, including QuSleep Technology, Nanchip Technology, and Stone Technology [2][11] Group 2 - Longqi Technology, primarily engaged in smart product R&D and manufacturing, has seen significant investment from Shunwei and Tianjin Jinmi, both controlled by Lei Jun [4][8] - The partnership between Longqi Technology and Xiaomi has evolved from independent design to original design manufacturing (ODM), making Xiaomi a key customer [11][12] - Longqi Technology's revenue heavily relies on smartphone OEM business, which constituted 77.9% of its revenue in 2024, but with a low gross margin of 4.92% [14][12] Group 3 - Shunwei Capital has invested in various sectors, focusing on advanced manufacturing, e-commerce, and artificial intelligence, with over 60% of its investments in these areas [30][25] - The firm has participated in 837 investment rounds, with a preference for early-stage investments, particularly in advanced manufacturing and AI [25][27] - The investment strategy emphasizes balancing high risks with high returns, leveraging Xiaomi's ecosystem for strategic support [34][25]

Market Overview - The Shanghai Composite Index is at 3823.31 points, above the annual line, with a change of 0.29% [1] - The total trading volume of A-shares is 9900.87 billion yuan [1] Stocks Breaking Annual Line - 22 A-shares have broken above the annual line today, with notable stocks including: - Xinxiangwei (涨幅 14.65%, 乖离率 9.11%) - Dafu Technology (涨幅 8.27%, 乖离率 5.47%) - Phoenix Optical (涨幅 6.82%, 乖离率 3.96%) [1] Stocks with Smaller Deviations - Stocks with smaller deviations just above the annual line include: - Huachangda (乖离率 0.03%) - Aier Eye Hospital (乖离率 0.03%) - Shichuang Energy (乖离率 0.03%) [2]

证券代码：603341 证券简称：龙旗科技 公告编号：2025-094 上海龙旗科技股份有限公司 关于完成工商变更登记并换发《营业执照》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。 上海龙旗科技股份有限公司（以下简称"公司"）根据2025年第三次临时股东大会授权，于2025年8月28 日召开第四届董事会第九次会议，审议通过了《关于变更注册资本、修订〈公司章程〉并办理工商变更 登记的议案》，同意公司变更公司注册资本、修订《公司章程》并办理工商变更登记等事宜。具体内容 详见公司于2025年8月29日在指定信息披露媒体及上海证券交易所网站（www.sse.com.cn）披露的《关 于变更注册资本、修订〈公司章程〉并办理工商变更登记的公告》（公告编号：2025-090）。 近日，公司已完成上述工商变更登记以及变更后《公司章程》的备案手续，并取得上海市市场监督管理 局换发新的《营业执照》，变更后的《营业执照》登记的相关信息如下： 登录新浪财经APP 搜索【信披】查看更多考评等级 类型：其他股份有限公司（上市） 成立日期：200 ...