证券代码：300115 证券简称：长盈精密 公告编号：2025-90 根据《上市公司股权激励管理办法》《深圳证券交易所创业板上市公司自律监管指南第 1 号——业务办理》等法律法规、规范性文件的相关规定，公司通过中国证券登记结算有限责任 公司深圳分公司查询，对本激励计划内幕信息知情人及激励对象在本激励计划公开披露前 6 个 月内（即 2025 年 6 月 19 日至 2025 年 12 月 19 日）买卖公司股票的情况进行了自查，现将自 查相关情况公告如下： 一、核查范围与程序 1、核查对象为本激励计划的内幕信息知情人及激励对象； 2、本激励计划的内幕信息知情人均填报了《内幕信息知情人登记表》； 3、公司通过中国证券登记结算有限责任公司深圳分公司就核查对象在本激励计划草案公告 前6个月内（2025年6月19日至2025年12月19日，以下简称"自查期间"）买卖公司股票情况进行 了查询、确认，并由中国登记结算有限责任公司深圳分公司出具了《信息披露义务人持股及股 份变更查询证明》及《股东股份变更明细清单》。 二、核查对象在查询期间买卖公司股票情况的说明 深圳市长盈精密技术股份有限公司 关于 2025 年股票期权激励 ...

法律意见书 广东华商律师事务所 关于深圳市长盈精密技术股份有限公司 实施第六期员工持股计划的 法律意见书 广东省深圳市福田区深南大道4011号港中旅大厦第21A、22A、23A、24A、25A、26A层 21A, 22A, 23A, 24A, 25A, 26A /F, HKCTS Tower, 4011 Shennan Road, Futian District, Shenzhen, PRC 邮政编码（P.C.）：518048 电话（Tel）：0755-83025555 传真（Fax）：0755-83025068 网址：http://www.huashanglawyer.com 1 法律意见书 广东华商律师事务所 关于深圳市长盈精密技术股份有限公司 实施第六期员工持股计划的 法律意见书 致：深圳市长盈精密技术股份有限公司 广东华商律师事务所（以下简称"本所"）接受深圳市长盈精密技术股份有限 公司（以下简称"长盈精密"或"公司"）的委托，担任公司实施第六期员工持股 计划（以下简称"本次员工持股计划"）的专项法律顾问。根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称"《 ...

Core Viewpoint - Changying Precision plans to raise up to 1.9 billion yuan through a private placement to support its strategic transformation and fund new product lines, focusing on the electric vehicle and 5G sectors [1] Group 1: Fundraising and Project Allocation - The company intends to allocate 900 million yuan to the electric vehicle components project and 1 billion yuan to the 5G smart terminal module project [1] - The initial plan for the 5G project was to raise 1.4 billion yuan, which has now been reduced to 1 billion yuan, while a previously planned 600 million yuan for working capital has been canceled [1][2] - The electric vehicle project will focus on the construction of high and low voltage connectors, battery structure components, and hydrogen fuel cell bipolar plates, with an estimated construction period of 18 months [1] Group 2: Market Position and Growth Potential - Changying Precision has become a key supplier of electric vehicle components for Tesla since 2017, with the upcoming Tesla Gigafactory (Phase II) expected to significantly boost market demand for these components [2] - The company aims to enhance its supply chain responsiveness and customer service capabilities through the new projects, which align with its strategic focus on electric vehicles and 5G [2] - The company has seen a 31.42% year-on-year increase in revenue from Tesla during the first half of the year [3] Group 3: Financial Performance - In the first half of the year, Changying Precision reported a revenue of 4.006 billion yuan, a year-on-year increase of 1.20%, and a net profit of 229 million yuan, up 91.10% [3] - The company has successfully adjusted its customer and product structures, leading to significant growth, with non-mobile business revenue exceeding 50% of total revenue during the reporting period [3][4] - The establishment of Shanghai Lingang Changying New Energy Technology Co., Ltd. marks a significant step in the company's industrial layout in the East China region for electric vehicles [3]

Group 1 - The core viewpoint of the news is that Changying Precision has seen a significant stock price increase, rising 5.02% to 42.49 CNY per share, with a total market capitalization of 57.824 billion CNY and a cumulative increase of 10.43% over three days [1] - Changying Precision, established on July 17, 2001, and listed on September 2, 2010, specializes in the development, production, and sales of electronic connectors, smart electronic products, new energy vehicle connectors, and modules, among others [1] - The revenue composition of Changying Precision includes 41.16% from consumer electronics precision components, 34.04% from new energy product components and connectors, 20.28% from electronic connectors and smart electronic products, and 4.07% from other sources [1] Group 2 - According to data, Shan Zheng Asset Management holds a significant position in Changying Precision through its fund, with 23,000 shares representing 3.39% of the fund's net value, ranking as the tenth largest holding [2] - The fund, Shan Zheng Asset Management Reform Selected Mixed Fund (005226), has achieved a year-to-date return of 20.24% and a one-year return of 20.52%, ranking 4486 out of 8159 and 4219 out of 8147 respectively [2] - The fund manager, Du Gu Nan Xun, has a tenure of 9 years and 269 days, with the best fund return during this period being 73.18% [3]

Group 1 - The core viewpoint of the news is that Changying Precision has seen a significant increase in its stock price, rising 5.02% to 42.49 yuan per share, with a total market capitalization of 57.824 billion yuan and a cumulative increase of 10.43% over three days [1] - Changying Precision, established on July 17, 2001, and listed on September 2, 2010, is based in Shenzhen, Guangdong Province, and specializes in the development, production, and sales of electronic connectors, smart electronic products, and components for new energy vehicles [1] - The company's revenue composition includes 41.16% from consumer electronics precision components, 34.04% from new energy product components, 20.28% from electronic connectors and smart electronic products, and 4.07% from other sources [1] Group 2 - Among the top ten circulating shareholders of Changying Precision, the Southern Fund's Southern CSI 500 ETF (510500) reduced its holdings by 281,400 shares in the third quarter, now holding 13.8086 million shares, which is 1.02% of the circulating shares [2] - The Southern CSI 500 ETF has achieved a year-to-date return of 32.53% and a one-year return of 28.9%, ranking 1589 out of 4197 and 1633 out of 4180 respectively [2] - The fund manager of Southern CSI 500 ETF, Luo Wenjie, has a tenure of 12 years and 255 days, with the fund's total asset size at 170.251 billion yuan and a best return of 156.46% during his management [3]

证券代码：300115 证券简称：长盈精密 公告编号：2025-89 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 二、被担保人基本情况 被担保人：常州长盈精密技术有限公司 1、成立时间：2021年01月18日 2、住所：溧阳市上兴镇子午路1号 3、法定代表人：雷井泉 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 ...

格隆汇12月26日｜华源证券研报指出，长盈精密日前推出第六期员工持股计划及2025年限制性股票激励 计划，进一步完善公司的激励体系，彰显公司长期发展信心。两套激励计划的推出有望充分调动员工的 积极性和创造性，吸引和保留优秀管理人才、研发核心人员和业务骨干，提高公司员工的凝聚力和公司 竞争力，促进公司长期、稳定、健康发展。目标设定或进一步健全公司激励约束机制，体现了公司长期 可持续发展的信心。公司目前已形成消费电子和新能源双支柱+人工智能的发展格局。鉴于公司主业表 现稳健，人形机器人等新兴业务进展迅速，本次激励计划或加强公司核心团队凝聚力、促进公司长期发 展，维持"买入"评级。 ...

华源证券研报指出，长盈精密日前推出第六期员工持股计划及2025年限制性股票激励计划，进一步完善 公司的激励体系，彰显公司长期发展信心。两套激励计划的推出有望充分调动员工的积极性和创造性， 吸引和保留优秀管理人才、研发核心人员和业务骨干，提高公司员工的凝聚力和公司竞争力，促进公司 长期、稳定、健康发展。目标设定或进一步健全公司激励约束机制，体现了公司长期可持续发展的信 心。公司目前已形成消费电子和新能源双支柱+人工智能的发展格局。鉴于公司主业表现稳健，人形机 器人等新兴业务进展迅速，本次激励计划或加强公司核心团队凝聚力、促进公司长期发展，维持"买 入"评级。 ...

Group 1: Food and Beverage Industry - The report indicates a gradual recovery in the food and beverage sector, with soft drinks and snacks leading the recovery, followed by the catering supply chain, condiments, dairy products, beer, and finally, liquor [2][9][10] - The analysis draws parallels with Japan's 1990s consumption differentiation, highlighting that successful industries often address demand pain points and have low penetration rates [10][11] - Investment strategies focus on sectors with stabilizing ROA and potential valuation recovery, emphasizing price as the primary selection logic, while volume is secondary [11][12] Group 2: Construction and Building Materials - The construction sector is expected to experience a "spring rally" in 2026, supported by historical investment patterns and major national projects [13][14] - The report highlights three core investment themes: major national projects, high-dividend low-valuation state-owned enterprises, and private construction firms leveraging cash flow for new growth areas [14][15] - Infrastructure investment data shows a decline in both narrow and broad infrastructure investment, indicating a need for policy support to stabilize the sector [15][16] Group 3: Real Estate Industry - The real estate sector continues to face pressure, with significant declines in new housing sales and investment, despite government efforts to promote high-quality development [18][20] - The report notes that the Ministry of Housing and Urban-Rural Development emphasizes maintaining a balance in supply and demand, which is crucial for economic stability [20][22] - Specific data indicates a 31.4% year-on-year decline in real estate development investment and a 26.1% drop in sales revenue, highlighting ongoing challenges in the market [20][21] Group 4: Electronics and Robotics - The report on Changying Precision emphasizes the introduction of employee stock ownership and stock option plans to enhance long-term development confidence and attract core talent [23][24] - The company is positioned as a leader in solder paste printing equipment, with a focus on high-end product demand driven by AI trends [33][34] - New product lines, including dispensing and packaging equipment, are expected to contribute to growth, with significant revenue increases anticipated [34][36] Group 5: Media Industry - The report on Giant Legend highlights the rapid growth of its IPs, particularly the "Zhou Classmate" and "Liu Genghong," which have gained substantial popularity on social media platforms [28][29] - The company is expanding its strategic investments to enhance collaboration with international stars and develop consumer products linked to its IPs [29][30] - Future growth is expected through a diversified approach that integrates emotional value into various products and experiences, positioning the company as a "disseminator of happiness" [30][31] Group 6: Mechanical and Building Materials - The report on Kaige Precision Machine outlines the company's leadership in solder paste printing equipment and its expansion into new product categories driven by AI [33][34] - The company is expected to see significant growth in its new product lines, including flexible automation equipment, which are crucial for enhancing manufacturing efficiency [34][36] - Profit forecasts indicate strong growth potential, with expected net profits increasing significantly over the next few years [36]

Market Performance - The consumer electronics sector increased by 1.38% on December 25, with Xunwei Communication leading the gains [1] - The Shanghai Composite Index closed at 3959.62, up 0.47%, while the Shenzhen Component Index closed at 13531.41, up 0.33% [1] Top Gainers in Consumer Electronics - Xunwei Communication (300136) closed at 50.70, up 13.35% with a trading volume of 1.74 million shares [1] - Changying Precision (300115) closed at 40.25, up 8.52% with a trading volume of 1.36 million shares [1] - Hengmingda (002947) closed at 56.28, up 8.27% with a trading volume of 277,400 shares [1] - Yidong Electronics (301123) closed at 79.16, up 6.97% with a trading volume of 348,800 shares [1] - Other notable gainers include Guangda Tongchuang (301387) and Chaoping San (300647) with increases of 6.13% and 5.97% respectively [1] Top Losers in Consumer Electronics - Yitian Co., Ltd. (300812) closed at 29.53, down 2.86% with a trading volume of 115,300 shares [2] - Kecuan Technology (603052) closed at 33.04, down 2.74% with a trading volume of 84,500 shares [2] - Anker Innovation (300866) closed at 115.02, down 2.54% with a trading volume of 39,800 shares [2] - Other notable losers include Transsion Holdings (688036) and Zhishang Technology (301486) with declines of 2.13% and 1.79% respectively [2] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 843 million yuan from institutional investors, while retail investors saw a net inflow of 1.316 billion yuan [2] - Notable stocks with significant capital flow include Changying Precision and Yidong Electronics, which had varying levels of net inflow and outflow from different investor types [3]