截至12月25日收盘，PEEK材料概念上涨2.50%，位居概念板块涨幅第10，板块内，39股上涨，超捷股 份20%涨停，恒勃股份、长盈精密、隆盛科技等涨幅居前，分别上涨10.71%、8.52%、6.83%。跌幅居 前的有中国巨石、天赐材料、国恩股份等，分别下跌1.19%、1.15%、0.96%。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300115 | 长盈精 密 | 8.52 | 10.05 | 54775.70 | 10.24 | | 002625 | 光启技 术 | 1.91 | 1.27 | 15724.27 | 11.17 | | 300680 | 隆盛科 技 | 6.83 | 16.14 | 12977.94 | 8.71 | | 600143 | 金发科 技 | 2.01 | 3.56 | 10756.07 | 6.12 | | 002048 | 宁波华 翔 | 5.78 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [4] Core Views - The company has launched its sixth employee stock ownership plan and a restricted stock incentive plan, which are expected to enhance the incentive system and demonstrate confidence in long-term development [6] - The employee stock ownership plan involves a maximum holding of 2.918 million shares, accounting for approximately 0.21% of the total share capital, with a subscription price of 20.56 yuan per share [6] - The stock option plan proposes to grant 14.262 million stock options, representing 1.048% of the total share capital, with an exercise price of 36.47 yuan per share [6] - The incentive plans aim to motivate employees and retain key talents, thereby improving the company's competitiveness and promoting stable long-term growth [6] - The company has set ambitious growth targets for the incentive plans, with revenue growth rates of no less than 18% for 2026 and 28% for 2027 [6] - The company has established a dual pillar business structure in consumer electronics and new energy, along with artificial intelligence, achieving a revenue of 13.510 billion yuan in the first three quarters, a year-on-year increase of 11.68% [6] - The total cost of the incentive plans is estimated at 103 million yuan, which will be amortized over 2026-2028, with minimal impact on net profit [6] - The company expects net profits of 763 million yuan, 1.020 billion yuan, and 1.350 billion yuan for 2025-2027, with corresponding growth rates of -1.09%, 33.70%, and 32.28% [6] Financial Summary - The company's total market capitalization is approximately 51.428 billion yuan, with a closing price of 37.79 yuan [2] - The company's total assets are projected to reach 25.807 billion yuan by 2027, with total liabilities of 15.745 billion yuan [7] - The company's revenue is forecasted to grow from 16.934 billion yuan in 2024 to 25.900 billion yuan in 2027, with a compound annual growth rate of 17.23% [5][7] - The company's return on equity (ROE) is expected to improve from 9.68% in 2024 to 14.31% in 2027 [5][7]

Core Viewpoint - Longying Precision has shown significant stock performance with a year-to-date increase of 132.03%, indicating strong market interest and potential growth opportunities in the electronic components sector [1]. Group 1: Stock Performance - As of December 24, Longying Precision's stock price reached 37.38 CNY per share, with a trading volume of 5.28 billion CNY and a market capitalization of 508.70 billion CNY [1]. - The stock has experienced a net inflow of 32.23 million CNY from major funds, with significant buying activity noted [1]. - The stock has appeared on the "龙虎榜" three times this year, with the latest instance on September 22, where it recorded a net purchase of 226 million CNY [1]. Group 2: Company Overview - Longying Precision, established on July 17, 2001, and listed on September 2, 2010, is based in Shenzhen, China, and specializes in electronic connectors and precision components for various applications, including consumer electronics and new energy vehicles [2]. - The company's revenue composition includes 41.16% from consumer electronics, 34.04% from new energy products, and 20.28% from electronic connectors [2]. - As of September 30, the company reported a revenue of 13.51 billion CNY for the first nine months of 2025, reflecting an 11.68% year-on-year growth, while net profit decreased by 21.25% to 468 million CNY [2]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 172,400, with an average of 7,871 shares held per shareholder [2]. - Major shareholders include Hong Kong Central Clearing Limited and E Fund's ChiNext ETF, with notable changes in their holdings [3]. - New institutional investors have entered the shareholder list, indicating growing interest in the company [3].

Group 1 - The core viewpoint of the news is that Changying Precision has seen a stock price increase of 5.03%, reaching 38.02 CNY per share, with a trading volume of 3.543 billion CNY and a turnover rate of 7.03%, resulting in a total market capitalization of 51.741 billion CNY [1] - Changying Precision, established on July 17, 2001, and listed on September 2, 2010, is located in Bao'an District, Shenzhen, Guangdong Province. The company specializes in the development, production, and sales of electronic connectors, smart electronic products, new energy vehicle connectors and modules, consumer electronics precision components and modules, as well as robotics and industrial internet [1] - The revenue composition of Changying Precision includes: 41.16% from consumer electronics precision components and modules, 34.04% from new energy product components and connectors, 20.28% from electronic connectors and smart electronic products, 4.07% from other sources, and 0.44% from robotics and intelligent equipment [1] Group 2 - According to data from fund holdings, Shan Zheng Asset Management has one fund heavily invested in Changying Precision. The Shan Zheng Asset Management Reform Selected Mixed Fund (005226) held 23,000 shares in the third quarter, accounting for 3.39% of the fund's net value, ranking as the tenth largest holding [2] - The Shan Zheng Asset Management Reform Selected Mixed Fund (005226) was established on January 12, 2018, with a current scale of 28.3104 million CNY. The fund has achieved a year-to-date return of 13.71%, ranking 5142 out of 8170 in its category, and a one-year return of 15.1%, ranking 4782 out of 8139 [2]

Core Viewpoint - Longying Precision has shown significant trading activity with a notable increase in financing and margin trading, indicating strong investor interest and potential market confidence in the company. Group 1: Financial Performance - For the period from January to September 2025, Longying Precision achieved operating revenue of 13.51 billion yuan, representing a year-on-year growth of 11.68% [2] - The net profit attributable to the parent company was 468 million yuan, reflecting a year-on-year decrease of 21.25% [2] Group 2: Shareholder and Market Activity - As of December 19, Longying Precision's financing balance was 3.11 billion yuan, accounting for 6.30% of its market capitalization, which is above the 90th percentile of the past year [1] - The company had a total of 172,400 shareholders as of September 30, with an increase of 10.34% compared to the previous period [2] - The top circulating shareholder, Hong Kong Central Clearing Limited, increased its holdings by 18.07 million shares, while other significant shareholders showed varied changes in their positions [3] Group 3: Trading Data - On December 19, Longying Precision's stock price rose by 2.09%, with a trading volume of 3.592 billion yuan [1] - The company recorded a net financing purchase of 125 million yuan on the same day, with a total financing and margin trading balance of 3.129 billion yuan [1] - The margin trading data indicated a high level of activity, with a margin balance exceeding the 80th percentile of the past year [1]

（文章来源：证券日报） 证券日报网讯 12月19日晚间，长盈精密发布公告称，公司将于2026年1月5日召开2026年第一次临时股 东会。 ...

长盈精密(300115.SZ)披露2025年股票期权激励计划(草案)，公司拟授予激励对象(870人)的股票期权数量 为1426.2万份，行权价格为36.47元/股。本激励计划的有效期为自股票期权授予登记完成之日起至激励 对象获授的股票期权全部行权或注销完毕之日止，最长不超过36个月。 ...

长盈精密（300115）(300115.SZ)披露2025年股票期权激励计划(草案)，公司拟授予激励对象(870人)的股 票期权数量为1426.2万份，行权价格为36.47元/股。本激励计划的有效期为自股票期权授予登记完成之 日起至激励对象获授的股票期权全部行权或注销完毕之日止，最长不超过36个月。 ...

格隆汇12月19日丨长盈精密(300115.SZ)公布2025年股票期权激励计划，本激励计划拟授予激励对象的 股票期权数量为1,426.20万份，对应的标的股票数量为1,426.20万股，占本激励计划草案公告日公司股本 总额的1.0480%。本激励计划授予的股票期权的行权价格为36.47元/股。 ...

格隆汇12月19日丨长盈精密(300115.SZ)公布第六期员工持股计划，本员工持股计划的资金来源为员工 合法薪酬、自筹资金和法律法规允许的其他方式。本员工持股计划拟筹集资金总额上限为59,995,000 元，以"份"作为认购单位，每份份额为1.00元。本员工持股计划股票来源为购买公司回购专用证券账户 回购的公司人民币普通股（A股）股票，即2025年10月14日至2025年11月15日期间公司回购的本公司股 票291.80万股，占公司目前总股本比例的0.21%。本员工持股计划将在股东会审议通过后6个月内，通过 非交易过户方式受让公司回购的股票。 ...