Group 1 - The AI mobile concept sector rose by 2.92%, ranking fourth among concept sectors, with 21 stocks increasing in value, including Zhongjing Electronics and Pengding Holdings hitting the daily limit [1][2] - Notable gainers in the sector included Bolite, Shenghong Technology, and Crystal Optoelectronics, which increased by 17.05%, 6.02%, and 4.98% respectively [1][2] - The sector experienced a net inflow of 1.335 billion yuan from main funds, with 17 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2][3] Group 2 - The top net inflow stocks included Pengding Holdings with 268 million yuan, followed by ZTE, Zhongjing Electronics, and Changying Precision with net inflows of 256 million yuan, 228 million yuan, and 218 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 11.78% for Changying Precision, 10.34% for Bolite, and 10.23% for Pengding Holdings [3][4] - Stocks that experienced declines included Lichip Micro, Siquan New Materials, and Tianyin Holdings, which fell by 1.36%, 1.33%, and 0.29% respectively [1][4]

证券代码：300115 证券简称：长盈精密 公告编号：2025-43 深圳市长盈精密技术股份有限公司 关于为子公司融资提供担保的进展公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、担保情况概述及进展情况 1、深圳市长盈精密技术股份有限公司（以下简称"公司"或"长盈精密"）于 2025 年 4 月 17 日、2025 年 5 月 9 日分别召开第六届董事会第二十二次会议、2024 年度 股东会，审议通过了《关于为子公司融资提供担保额度预计的议案》，同意为纳入 公司合并报表的子公司的融资提供连带责任保证，担保额度预计不超过人民币 656,500 万元，其中公司拟对资产负债率低于 70%的子公司提供担保的额度为 613,000 万元，为资产负债率 70%以上的子公司提供担保的额度为 43,500 万元。前 述担保额度范围包括公司对相关全资及控股子公司的存量担保（即此前已与各银行 签订担保协议但主借款合同尚未履行完毕的额度）、新增担保及存量担保的展期或 续保，期限自股东会批准之日起至 2025 年度股东会召开之日止。具体内容详见公 司于 2025 年 4 月 18 ...

Core Viewpoint - The LED connector industry in China is experiencing significant growth, driven by the expansion of the LED lighting market and increasing demand for high-performance connectors in various applications [1][14]. Group 1: Industry Overview - LED connectors are essential components for electrical circuit connectivity and insulation protection, directly impacting the stability of LED lighting [4][14]. - The connectors must possess excellent electrical characteristics, mechanical properties, and durability, while also being compact, cost-effective, easy to install, and long-lasting [14]. - The market size for LED connectors in China is projected to reach approximately 13.494 billion yuan in 2024, with a year-on-year growth of 8.3%, primarily due to the continuous expansion of the LED lighting market [1][14]. Group 2: Industry Development History - The Chinese LED connector industry has evolved through several stages: from its inception (1940-1978), initial application (1979-1989), rapid growth (1990-2000), to the current phase of technological innovation and diversification (2001-present) [6]. - The industry has transitioned from relying on imported technologies to establishing a complete domestic supply chain, with a wide variety of products now available [6]. Group 3: Industry Chain - The upstream of the LED connector industry chain includes raw materials such as copper, aluminum, steel, and plastics, while the midstream involves the manufacturing of connectors, and the downstream encompasses applications in LED lighting, displays, and automotive lighting [8]. Group 4: Market Trends - The demand for LED connectors is expected to grow as applications expand beyond traditional lighting to include electric vehicles, outdoor displays, and high-end commercial lighting [24]. - The industry is focusing on technological upgrades and innovations, with an emphasis on high-performance and reliability, as well as the integration of smart features into connectors [23]. Group 5: Key Companies - Major domestic companies in the LED connector sector include Shenzhen Changying Precision Technology Co., Ltd., Shenzhen Derun Electronics Co., Ltd., and Leyard Optoelectronic Co., Ltd., among others [2][16]. - These companies are leveraging their strengths in cost, supply capability, and service responsiveness, although there remains a technological gap compared to international competitors [16].

Core Viewpoint - The rapid growth of the battery swapping connector market is driven by the increasing popularity of the battery swapping model in the electric vehicle sector, with the market expected to reach 5 billion yuan in 2024, a year-on-year increase of 35.7%, and further grow to approximately 6.42 billion yuan in 2025 [1][15][22]. Industry Overview - Battery swapping connectors are high-voltage connectors that facilitate the rapid transfer of energy and data signals from battery swapping station equipment to electric vehicle battery packs, ensuring stable and reliable connections during the battery swapping process [3][11]. - The battery swapping connector market in China is experiencing significant growth, with applications extending beyond passenger and commercial vehicles to energy and industrial sectors [1][15]. Market Size and Growth - The market size of the battery swapping connector industry in China is projected to reach 5 billion yuan in 2024, reflecting a 35.7% year-on-year increase, and is expected to grow to around 6.42 billion yuan by 2025 [1][15]. - The demand for battery swapping connectors is anticipated to continue rising due to the increasing number of battery swapping stations, which are expected to reach 4,819 by May 2025, an increase of 376 from the end of 2024 [13][15]. Competitive Landscape - The battery swapping connector industry features competition from both international brands, such as TE Connectivity and Amphenol, and domestic brands like AVIC Optoelectronics and Yonggui Electric, with the latter gaining traction in the mid-to-high-end market [17][18]. Policy Support - The Chinese government has introduced several policies to promote the development of the battery swapping connector industry, including guidelines to enhance the resilience of the supply chain and support the construction of battery swapping stations [8][9]. Industry Chain - The battery swapping connector industry consists of an upstream segment involving raw materials like metals and plastics, a midstream segment focused on manufacturing, and a downstream segment that includes applications in battery swapping stations and electric vehicles [9][11]. Future Trends - The industry is expected to see advancements in technology and materials, with a focus on introducing new conductive materials and smart monitoring systems to enhance user experience [22][23]. - Standardization and unification of battery swapping connectors will be crucial for compatibility across different brands and models, reducing production costs and maintenance challenges [23]. - The industry will increasingly emphasize environmental sustainability by utilizing low-carbon materials and improving energy efficiency [25].

证券代码：300115 证券简称：长盈精密 公告编号：2025-42 特此公告。 深圳市长盈精密技术股份有限公司 董 事 会 二〇二五年七月二日 本公司及其董事会全体成员保证公告内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 深圳市长盈精密技术股份有限公司（以下简称"公司"）于 2024 年 7 月 19 日 召开第六届董事会第十八次会议及第六届监事会第十三次会议，审议通过了《关 于使用部分闲置募集资金暂时补充流动资金的议案》, 同意公司使用不超过 9.5 亿元的闲置募集资金暂时补充流动资金，使用期限自本次董事会审议通过之日起 不超过 12 个月。到期或募集资金投资项目需要时公司及时将该资金归还至募集 资金专户。具体内容详见公司于 2024 年 7 月 20 日刊登在中国证监会指定创业板 信息披露网站的《关于使用部分闲置募集资金暂时补充流动资金的公告》（公告 编号：2024-71）。 公司在使用部分闲置募集资金暂时补充流动资金期间，通过合理安排，资金 运作良好，没有影响募集资金投资计划的正常进行，不存在变相改变募集资金用 途的情形。 截至 2025 年 7 月 2 日，公司实际使用了 9.28 ...

Group 1 - Apple is set to launch a budget version of the MacBook, expected to begin mass production between Q4 2025 and Q1 2026, featuring a 13-inch display and A18 Pro processor [1] - The new MacBook aims to boost total shipments, targeting a recovery to approximately 25 million units by 2026, with an estimated contribution of 5 to 7 million units from the budget model [1] - The current pricing for the 13-inch MacBook Air starts at $899, while the 15-inch version starts at $1099, and the MacBook Pro series starts at $1599 [1] Group 2 - Changying Precision (300115.SZ) is identified as a key beneficiary of the new products, responsible for the reference design of the budget MacBook's casing and providing frame components for the 2027 Apple smart glasses [2] - The company is expected to see a significant increase in shipments due to new orders, with projected revenue and profit growth of 15% to 20% and 30% to 40% year-on-year, respectively, in 2026 [2]

Industry Insights - The humanoid robot industry is experiencing significant acceleration, with differentiation becoming apparent. Short-term industrial applications are expected to take the lead, while long-term development potential remains vast. The introduction of dense industrial policies and the establishment of industry alliances and funds have led to a substantial increase in financing, promoting a "capital-technology-product" closed loop in the industry [2]. Company Developments - Huichuan Technology is positioned as a core component platform for humanoid robots, leveraging its industrial automation technology to vertically integrate joint modules and focus on industrial application deployment [3]. - Changying Precision is making continuous breakthroughs in core component supply and motion control algorithms, and its collaborations with Tesla and Figure AI position it as a key beneficiary in the anticipated mass production year of humanoid robots in 2025 [3].

深圳市长盈精密技术股份有限公司 关于公司控股股东及实际控制人持股比例被动稀释 证券代码：300115 证券简称：长盈精密 公告编号：2025-41 二、其他情况说明 1、本次权益变动为公司控股股东及公司实际控制人持股比例被动稀释，未违反《证 券法》《上市公司收购管理办法》《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》以及《上市公司股东减持股份管理暂行办法》等有关法律、 法规、规章、业务规则的规定。 2、本次权益变动未违反公司控股股东及公司实际控制人做出的相关承诺。 触及 1%整数倍的公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 因深圳市长盈精密技术股份有限公司（以下简称"公司"或"长盈精密"） 2022 年股 票期权激励计划股票期权自主行权导致公司总股本增加，公司控股股东宁波长盈粤富 投资有限公司（以下简称"长盈投资"或"控股股东"）及公司实际控制人陈奇星先生合计 持股比例被动稀释比例触及 1%的整数倍，现将相关情况公告如下： 一、权益变动基本情况 | 1.基本情况 | | | | | --- | --- | --- | --- ...

A股重要指数调整今日实施。 根据指数编制规则，深证成指、创业板指、深证100、创业板50指数将实施样本定期调整。本次调整于今日（6 月16日）正式实施。其中，深证成指、创业板指、深证100指数、创业板50指数样本股调整的数量分别为20 只、8只、3只、5只。 此外，根据中证指数有限公司此前发布的公告，上证50、上证180、上证380、科创50等4个沪市指数，合计更 换61只样本股； 沪深300、中证500、中证1000、中证A50、中证A100、中证A500等 6大跨市场指数合计更 换187只样本股， 均已于6月13日收市后正式生效。 站在当前时点，投资者正密切关注，在中东紧张局势持续升级的背景下，大宗商品、资本市场后市将如何演 绎？ 有券商机构指出，本轮伊以冲突后续持续升级为多国长期战争的可能性较低，短期事件性冲击引发的下跌反而 提供布局机会。情绪修复过后，内因仍是决定市场走势的主要矛盾。 创业板50指数样本股调入机器人、蓝色光标、长盈精密、光线传媒、全志科技5只个股，调出乐普医疗、东方 日升、沃森生物、兴齐眼药、迈为股份5只个股。 深证100指数样本股调入了领益智造、润泽科技、中航成飞3只个股，调出TCL ...

证券代码：300115 证券简称：长盈精密 公告编号：2025-40 深圳市长盈精密技术股份有限公司 关于 2022 年股票期权激励计划第三个行权期采用自主行权模式 的提示性公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 深圳市长盈精密技术股份有限公司（以下简称"公司"）于 2025 年 6 月 4 日召开第 六届董事会第二十四次会议、第六届监事会第十九次会议，分别审议通过了《关于 2022 年股票期权激励计划第三个行权期行权条件成就的议案》, 同意 2,376 名激励对象在第 三个行权期可行权股票期权数量共计 5,299,503 份，该行权期行权方式为自主行权，具 体内容详见公司于 2025 年 6 月 4 日披露在中国证监会指定的创业板信息披露网站巨潮 资讯网上《关于 2022 年股票期权激励计划第三个行权期行权条件成就的公告》（公告 编号：2025-33）。 截至本公告披露日，本次自主行权事项已获深圳证券交易所审核通过，且公司已 在中国证券登记结算有限责任公司深圳分公司完成自主行权相关登记申报工作。现将 有关情况公告如下： 一、本次股票期权的行权安排 1 ...