Core Viewpoint - The company is expanding into the humanoid robot precision components market, having established partnerships with leading brands both domestically and internationally, and has begun mass production of orders [1] Group 1 - The humanoid robot precision components are a new business for the company [1] - The company has already secured orders that are entering mass production [1] - The humanoid robot production line can leverage the company's existing business capabilities [1] Group 2 - The company is optimistic about the future development of the humanoid robot sector [1] - The company will actively follow up on customer and market demands [1] - This new direction is expected to provide additional growth support for the company's development [1]

Group 1 - Guangdong Changying Precision Technology Co., Ltd. and Dongguan Xihe Precision Technology Co., Ltd. applied for a patent titled "Electronic Device Shell and Its Manufacturing Method" with publication number CN120362895A, filed on April 2025 [1] - The patent describes a manufacturing method that includes creating a magnesium alloy frame and an aluminum alloy middle plate, which are joined through brazing in a vacuum environment to form a magnesium/aluminum composite [1] - The method enhances the bonding strength between the magnesium alloy frame and aluminum alloy middle plate, addressing the challenge of connecting dissimilar metals [1] Group 2 - Guangdong Changying Precision Technology Co., Ltd. was established in 2010, located in Dongguan, primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 600 million RMB [1] - The company has invested in 5 enterprises, participated in 38 bidding projects, holds 1,114 patent records, and possesses 225 administrative licenses [1] - Dongguan Xihe Precision Technology Co., Ltd. was founded in 2020, also located in Dongguan, focusing on similar manufacturing activities, with a registered capital of 30 million RMB [2] - The company has participated in 7 bidding projects, holds 69 patent records, and has 13 administrative licenses [2]

Core Insights - The Chinese connector industry has seen a total of 16,600 bidding events from 2019 to June 2025, with a budget amounting to approximately 16.085 billion yuan [1][3] - The number of bidding projects in the connector industry showed a fluctuating trend, peaking at 6,139 projects in 2024, with 2,204 projects recorded in the first half of 2025 [3] - Projects with a bid amount of less than 200,000 yuan account for over 80% of the total projects in the connector industry [5] - The primary bidding entities in the connector industry are state-owned enterprises, which constitute 24% of the total bidding entities, while public institutions account for 31% [6] - The majority of connector bidding projects are concentrated in regions such as Guizhou and Hunan from 2021 to June 2025 [9]

7月22日，长盈精密今日收盘21.38元，下跌1.88%，滚动市盈率PE（当前股价与前四季度每股收益总和 的比值）达到45.57倍，总市值290.40亿元。 本文源自：金融界 从行业市盈率排名来看，公司所处的消费电子行业市盈率平均37.80倍，行业中值48.19倍，长盈精密排 名第56位。 作者：行情君 截至2025年一季报，共有8家机构持仓长盈精密，其中基金8家，合计持股数211.98万股，持股市值0.45 亿元。 深圳市长盈精密技术股份有限公司的主营业务是消费电子精密零组件及新能源产品零组件两大主营业 务。公司的主要产品是电子连接器及智能电子产品精密小件、新能源产品零组件及连接器、消费类电子 精密结构件及模组、机器人及智能装备。报告期内，公司新增授权专利272件，其中发明专利132件；新 增新申请专利301件，其中中国发明143件，PCT10件。按下游应用分类，报告期内公司在新能源领域申 请专利73件，其中发明37件；在头戴式设备加工领域申请共22件，其中发明14件。 最新一期业绩显示，2025年一季报，公司实现营业收入43.95亿元，同比11.55%；净利润1.75亿元，同 比-43.44%，销售毛利率 ...

资金面上看，今日AI PC概念板块获主力资金净流出19.58亿元，其中，30股获主力资金净流出，5股主 力资金净流出超亿元，净流出资金居首的是胜宏科技，今日主力资金净流出6.04亿元，净流出资金居前 的还有领益智造、软通动力、长盈精密等，主力资金分别净流出1.91亿元、1.25亿元、1.25亿元。今日 主力资金净流入居前的概念股有通富微电、豪鹏科技、思泉新材等，主力资金分别净流入4367.42万 元、4042.52万元、3673.26万元。（数据宝） AI PC概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 300476 | 胜宏科技 | -3.02 | 6.20 | -60389.72 | | 002600 | 领益智造 | -1.20 | 1.37 | -19072.35 | | 301236 | 软通动力 | -1.76 | 3.07 | -12492.08 | | 300115 | 长盈精密 | -1.88 | 3.82 | -12459.40 | | 001309 | 德 ...

2、近日，公司作为保证人与中信银行股份有限公司苏州分行签署了《最高额 保证合同》，为昆山杰顺通精密组件有限公司（以下简称"昆山杰顺通"）的融资贷款 提供担保。具体担保情况如下表： 证券代码：300115 证券简称：长盈精密 公告编号：2025-50 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。 | 序号 | 保证人 | 被担保人 | 债权人 | 本次担保金额（万元） | | --- | --- | --- | --- | --- | | 1 | 长盈精密 | 昆山杰顺通 | 中信银行股份有限公司苏州分行 | 3,000 | 上述担保属于已审议通过的担保事项范围，无需另行召开董事会或股东会审议。 二、被担保人基本情况 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 ...

Group 1 - The core index of the CSI 500 Electronic Terminal and Components Index is reported at 17798.16 points, with a monthly increase of 2.81%, a three-month increase of 11.11%, and a year-to-date increase of 6.37% [1] - The CSI 500 index is categorized into 11 primary industries, 35 secondary industries, and over 90 tertiary industries, providing a comprehensive analysis tool for investors [1] - The top ten holdings in the CSI 500 Electronic Terminal and Components Index include China Great Wall (13.89%), Newland (10.92%), and XW Communication (10.6%) [1] Group 2 - The CSI 500 Electronic Terminal and Components Index is composed entirely of the Information Technology sector, with a sample adjustment occurring biannually [2] - The weight factors of the index are adjusted in accordance with the sample adjustments, which take place on the second Friday of June and December [2] - In cases of special events affecting sample companies, such as mergers or delistings, the index will undergo corresponding adjustments [2]

Group 1 - The A-share smart wearable concept has experienced a volatile rebound, with Feiya Technology hitting the daily limit up [1] - Other companies such as Fenda Technology, Changying Precision, Zhihui Power, Dongshan Precision, Lexin Medical, and Huanshu Electronics also saw increases in their stock prices [1]

证券代码：300115 证券简称：长盈精密 公告编号：2025-49 深圳市长盈精密技术股份有限公司 关于使用部分闲置募集资金进行现金管理赎回的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整， 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"长盈精密"或"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进行现金管理的议案》，同意公司对不超过人民币 3.5 亿元的闲置募集资金进行现金管理，有效期自本次董事会审议通过之日起 12 个 月，在前述有效期内，资金可循环滚动使用。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进行 现金管理的公告》（公告编号：2024-70）。 2025 年 7 月 17 日，公司使用部分闲置募集资金进行现金管理的理财产品已全部 赎回，相关情况公告如下： 一、 使用部分闲置募集资金进行现金管理赎回的情况 单位：万元 | 投资 | 受托方 | 产品名称 | 产品 | 认购 | 起息日 | ...

证券代码：300115 证券简称：长盈精密 公告编号：2025-48 深圳市长盈精密技术股份有限公司 关于签订募集资金三方监管协议的公告 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。 一、募集资金基本情况 经中国证券监督管理委员会出具的《关于同意深圳市长盈精密技术股份有限 公司向特定对象发行股票注册的批复》（证监许可〔2023〕1929号）核准，并经 深圳证券交易所同意，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"）向特定对象发行人民币普通股（A股）147,826,086股，发行价格每股 9.20元/股，实际募集资金总额为1,359,999,991.20元，扣除本次发行费用（不含税） 人民币16,745,496.24元后，实际募集资金净额为人民币1,343,254,494.96元。根据 天健会计师事务所（特殊普通合伙）出具的《验资报告》（天健验〔2024〕3-15 号），截至2024年5月31日，上述募集资金净额由中国国际金融股份有限公司划转 至公司募集资金验资账户中。 二、《募集资金三方监管协议》的签订情况和募集资金专户的开立情况 为规范公司 ...