Core Viewpoint - The AI mobile concept sector has seen a significant increase of 3.88% as of the market close on October 24, ranking sixth among concept sectors, with 24 stocks rising, including notable gains from companies like 汇顶科技 (10.00%) and 江波龙 (16.73%) [1][2]. Market Performance - The AI mobile concept sector experienced a net inflow of 28.39 billion yuan, with 17 stocks receiving net inflows, and 7 stocks exceeding 1 billion yuan in net inflows [2][3]. - The top net inflow was from 胜宏科技, which saw a net inflow of 10.54 billion yuan, followed by 领益智造 (5.68 billion yuan) and 汇顶科技 (3.14 billion yuan) [2][3]. Stock Performance - Key performers in the AI mobile concept sector included: - 胜宏科技: +7.95% with a net inflow ratio of 5.65% [3] - 领益智造: +4.65% with a net inflow ratio of 14.57% [3] - 汇顶科技: +10.00% with a net inflow ratio of 18.86% [3] - 江波龙: +16.73% with a net inflow ratio of 3.92% [3] - 佰维存储: +10.70% with a net inflow ratio of 3.36% [3] Sector Comparison - Other notable concept sectors included: - Storage chips: +5.66% - National big fund holdings: +4.88% - AI PC: +3.99% - Advanced packaging: +3.65% [2]

Core Viewpoint - Changxin Technology announced the nomination of Ms. Li Jun as a member of the seventh board of directors' nomination committee [2] Summary by Categories - **Company Announcement** - The board of directors of Changxin Technology has approved the nomination of Ms. Li Jun for the nomination committee [2]

Core Viewpoint - Changxin Technology announced the resignation of non-independent director Li Qiang due to work adjustments, effective immediately, and he will no longer hold any position within the company [2] Summary by Sections - **Director Resignation** - Li Qiang submitted his resignation report to the board of directors, stepping down from his position on the seventh board of directors and as a member of the nomination committee [2] - Following his resignation, Li Qiang will not hold any roles within the company [2]

股票代码：300088 股票简称：长信科技 公告编号：2025-052 芜湖长信科技股份有限公司 根据《公司法》、《公司章程》等有关规定，李强先生的辞职不会导致公司 董事会成员低于法定最低人数，其辞职报告自送达董事会之日起生效，其原定任 期至本届董事会届满之日（2026 年 9 月 10 日）止。截止目前，李强先生未持有 公司股份，不存在应当履行但未履行的承诺事项。李强先生在担任公司董事期间 独立公正、勤勉尽责，公司及董事会向李强先生在任期内对公司所做出的重要贡 献表示衷心感谢。 根据《公司章程》的规定，公司董事会由 11 名董事组成，为保障董事会持 续高效运作，经董事会提名委员会资格审核，董事会同意提名李珺女士为第七届 董事会非独立董事候选人。 根据《公司法》、《公司章程》的有关规定，上述非独立董事候选人的选举 将提交公司股东大会审议，非独立董事任期自股东大会审议通过之日起计算，至 公司第七届董事会任期届满之日止。 本次选举非独立董事后，公司董事会中兼任公司高级管理人员以及由职工代 表担任的董事人数总计未超过公司董事总数的二分之一。 李珺女士简历见附件。 特此公告。 芜湖长信科技股份有限公司 董事会 关于非 ...

调整前：钱军先生（董事会提名委员会召集人）、李强先生（委员）、郑建 军先生（委员）、王宏女士（委员）、罗昆先生（委员）； 调整后：钱军先生（董事会提名委员会召集人）、李珺女士（委员）、郑建 军先生（委员）、王宏女士（委员）、罗昆先生（委员）。 芜湖长信科技股份有限公司（以下简称"公司"）于 2025 年 10 月 20 日召 开第七届董事会第十七次会议，审议通过了《关于补选第七届董事会提名委员会 委员的议案》。现将具体情况公告如下： 公司董事会于近日收到非独立董事李强先生的辞职报告，李强先生因工作调 整，提请辞去公司第七届董事会董事职务，同时辞去公司董事会下属提名委员会 委员职务，李强先生辞职后不再担任公司任何职务。 为保障公司第七届董事会提名委员会的规范运作，根据《公司章程》、《董 事会专门委员会工作细则》的规定及董事变动情况，经公司董事长提名，公司董 事会提名委员会资格审核，董事会同意提名李珺女士为公司第七届董事会提名委 员会委员。 根据《公司法》和《公司章程》的有关规定，李珺女士董事会提名委员会的 任职将在公司股东大会审议通过其担任董事后生效，任期自股东大会审议通过之 日起计算，至公司第七届董事会任期届 ...

关于召开 2025 年第一次临时股东大会的通知 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、召开会议的基本情况 1、股东大会届次：2025 年第一次临时股东大会 股票代码：300088 股票简称：长信科技 公告编号：2025-054 芜湖长信科技股份有限公司 2、股东大会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业板 股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规范运 作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 11 月 06 日 14:00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 06 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系 统投票的具体时间为 2025 年 11 月 06 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 公司将通过深圳证券交易 ...

证券代码：300088 证券简称：长信科技 公告编号：2025-051 芜湖长信科技股份有限公司 第七届董事会第十七次会议决议公告 董事会于近日收到非独立董事李强先生的辞职报告，李强先生因工作调整， 提请辞去公司第七届董事会董事职务，同时辞去公司董事会下属提名委员会委员 职务，李强先生辞职后不再担任公司任何职务。 根据《公司章程》的规定，公司董事会由11名董事组成，为保障董事会持续 高效运作，经董事会提名委员会资格审核，董事会提名李珺女士为第七届董事会 非独立董事候选人,任期自股东大会审议通过之日起计算，至公司第七届董事会 任期届满之日止。 该议案已经公司董事会提名委员会审议通过。 该议案决定提交2025年第一次临时股东大会审议。 表决结果：同意11票，反对0票，弃权0票。 李珺女士简历见附件。 2、审议通过《关于补选第七届董事会提名委员会委员的议案》 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 芜湖长信科技股份有限公司（以下简称 "公司"）第七届董事会第十七次 会议于 2025 年 10 月 20 日以通讯会议方式召开，会议通知已于 2025 年 10 ...

股票代码：300088 股票简称：长信科技 公告编号：2025-050 芜湖长信科技股份有限公司 关于股东部分股权质押及解除质押的公告 本公司及董事会全体人员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或者重大遗漏。 芜湖长信科技股份有限公司（以下简称"公司"）近日接到股东新疆润丰股 权投资企业（有限合伙）（以下简称"新疆润丰"）的通知，获悉新疆润丰将其 所持有的本公司部分股份办理了质押及解除质押的手续。具体事项如下： 二、 股东股份累计被质押的情况 | | | | 累计质押 | 占其所 | 占公司 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 持股数量 （万股） | 持股 比例 | 股份数量 | 持股份 | 总股本 | 已质押股 | 占已质 | 未质押股 | 占未质 | | | | | （万股） | 比例 | 比例 | 份限售和 | 押股份 | 份限售和 | 押股份 | | | | | | | | 冻结数量 | 比例 | 冻结数量 | 比例 | ...

Core Insights - Longxin Technology's stock fell by 2.21% on October 16, with a trading volume of 318 million yuan [1] - The company reported a net financing purchase of 5.61 million yuan on the same day, with a total financing balance of 11.84 billion yuan [1][2] - Longxin Technology's revenue for the first half of 2025 reached 6.08 billion yuan, marking an 8.25% year-on-year increase, while net profit grew by 17.84% to 218 million yuan [2] Financing and Margin Trading - On October 16, Longxin Technology had a financing buy-in of 44.23 million yuan, with a financing balance of 11.79 billion yuan, representing 7.62% of its market capitalization [1] - The financing balance is below the 50th percentile level over the past year, indicating a relatively low position [1] - The company had a margin trading balance of 4.57 million yuan, which is above the 90th percentile level over the past year, indicating a high level of short selling [1] Shareholder and Institutional Holdings - As of September 20, Longxin Technology had 117,600 shareholders, a decrease of 0.86% from the previous period, with an average of 21,141 circulating shares per shareholder, an increase of 0.87% [2] - The top ten circulating shareholders include several ETFs, with notable increases in holdings from Southern CSI 1000 ETF and Hong Kong Central Clearing Limited [2]

Group 1: Event Overview - The 2025 World VR Industry Conference will be held on October 19-20 in Nanchang, organized by the Jiangxi Provincial Government and other local authorities, focusing on the rapid application of VR technology [1] - The theme of the conference is "VR+AI Opens the Intelligent Future," aiming to create a high-end platform for deep integration of technology and industry [1] - The conference will feature five specialized matchmaking sessions and four corporate ecosystem forums, including topics like "AI+VR Integration Innovation" and "Huawei Ecosystem Forum" [2] Group 2: Industry Development in Jiangxi - Jiangxi Province has rapidly developed its VR industry, with a projected revenue of 110 billion yuan in 2024, marking a 9.34% year-on-year growth and a 26-fold increase since 2018 [3] - The province hosts over 400 VR companies, including major players like Huawei, Alibaba, and Lenovo, contributing to a robust industrial ecosystem [3] - The National Virtual Reality Innovation Center has made significant technological breakthroughs since its establishment in 2022, enhancing capabilities in key areas such as 3D reconstruction and gesture tracking [3] Group 3: Stock Market Performance - VR-related stocks in the A-share market have seen an average increase of over 28%, with companies like Changying Precision and Kehua Data doubling their stock prices this year [4] - Four VR concept stocks have released third-quarter earnings forecasts, all indicating significant profit increases, with Shuo Beid expecting a net profit growth of 1258.39% to 1313.24% [5] - Northbound capital has significantly increased its holdings in VR concept stocks, with 18 stocks seeing over 10% increases in shareholding during the third quarter [6]