Market Performance - The MR (Mixed Reality) concept index rose by 3.79%, ranking 10th among concept sectors, with 62 stocks increasing in value [1] - Notable gainers included Chuangzhong Technology, which hit the daily limit, and other companies like Zhuozhao Point Glue, Mango Super Media, and Debang Technology, which saw increases of 17.36%, 16.98%, and 16.78% respectively [1] - Conversely, major decliners included Dazhu Laser, Zhouming Technology, and Bozhong Precision, with declines of 1.83%, 1.68%, and 1.03% respectively [1] Capital Inflow - The MR concept sector experienced a net capital inflow of 1.369 billion yuan, with 35 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflow [2] - The top stock for net capital inflow was GoerTek, with an inflow of 617 million yuan, followed by Mango Super Media, Changying Precision, and Feirongda with inflows of 320 million yuan, 223 million yuan, and 149 million yuan respectively [2] Capital Flow Ratios - The leading stocks in terms of net capital inflow ratios were Tianxiexiu, GoerTek, and Mango Super Media, with ratios of 12.71%, 8.68%, and 8.62% respectively [3] - The MR concept capital inflow leaderboard included GoerTek with a daily increase of 8.34% and a turnover rate of 8.23%, alongside Mango Super Media with a 16.98% increase and a turnover rate of 13.81% [3][4]

Group 1 - The stock price of Changying Precision as of August 11, 2025, closed at 25.08 yuan, down by 0.05 yuan or 0.20% from the previous trading day [1] - The company reported a trading volume of 1.2479 million hands and a transaction amount of 3.152 billion yuan, with a turnover rate of 9.21% [1] - Changying Precision is primarily engaged in the research, development, production, and sales of precision electronic components, with applications in consumer electronics and new energy vehicles [1] Group 2 - On August 9, the company announced multiple projects in the research and development phase for smart glasses [1] - As of August 11, the total external guarantee balance for the company and its subsidiaries was 2.072 billion yuan, accounting for 25.99% of net assets, with no overdue guarantees reported [1] - On August 11, the net outflow of main funds was 113 million yuan, representing 0.33% of the circulating market value, while the cumulative net inflow over the past five trading days was 334 million yuan, accounting for 0.98% of the circulating market value [1]

证券日报网讯 8月11日晚间，长盈精密发布公告称，截至2025年8月8日，公司及子公司累计的实际对外 担保余额为人民币207，159.75万元，占公司最近一期经审计的合并报表中归属于母公司所有者权益 797，064.90万元的比例为25.99%。截至本公告披露日，公司及子公司无逾期对外担保，无涉及诉讼的 对外担保或因担保被判决败诉而应承担损失的情形。 （编辑 任世碧） ...

证券代码：300115 证券简称：长盈精密 公告编号：2025-52 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 ...

（记者 曾健辉） 长盈精密（300115.SZ）8月9日在投资者互动平台表示，您好。该基地将作为集团总部、研发中心、生 产车间及配套设施，用于 5G 产品精密零件、板对板超精密连接器、高端智能制造业务等，预计2025年 年底投入使用。 每经AI快讯，有投资者在投资者互动平台提问：公司与深圳市政府合作的机器人产业基地什么时候能 投产？配套的产能产量是什么级别水平。 ...

Economic Indicators - In July, the Consumer Price Index (CPI) increased by 0.4% month-on-month, reversing a 0.1% decline from the previous month, while the year-on-year CPI remained flat. The core CPI, excluding food and energy, rose by 0.8% year-on-year, marking an expansion for three consecutive months [2] - The Producer Price Index (PPI) decreased by 0.2% month-on-month and fell by 3.6% year-on-year, with the month-on-month decline narrowing by 0.2 percentage points compared to the previous month [2] Artificial Intelligence Industry - The Henan provincial government announced a 30 billion yuan artificial intelligence industry fund to support the development of AI ecosystems, including measures for model research, computing power services, and data utilization [2] - The fund aims to provide financial support for AI companies at different stages of their lifecycle through various mechanisms [2] Robotics Industry - UTree Technology is in the process of preparing for an IPO, with the CEO stating that the company views its development as a learning process, and the IPO represents a significant milestone [5] - JD.com announced an investment of over 10 billion yuan in the smart robotics sector, aiming to assist 100 robotics brands in achieving over 1 billion yuan in sales within three years [5] - UBTECH launched a new humanoid robot, Cruzr S2, at the World Robot Conference, featuring advanced capabilities for various tasks [6] - Changying Precision reported significant growth in humanoid robot components and is developing multiple projects in smart glasses, with plans for a robotics industrial base in Shenzhen [6] Satellite Launch - The successful launch of the Geely constellation satellites was conducted by the Taiyuan Satellite Launch Center, with the satellites entering their designated orbits [7] Market Insights - CITIC Securities highlighted that liquidity-driven market trends tend to focus on concentrated sectors rather than low-turnover stocks, emphasizing the importance of high consensus stocks [8] - CITIC Jiantou noted a recovery in the medical device sector, suggesting attention to industry performance inflection points and international investment opportunities [8]

编辑 陶野 新京报贝壳财经讯 长盈精密8月9日在投资者互动平台表示，今年公司智能眼镜有多个项目正在研发过 程中，预计占今年整体营收比重较小。公司将根据客户订单及市场需求进行产能准备和扩充。 ...

Core Viewpoint - The company, Changying Precision (300115), reported significant growth in its humanoid robot component products this year, while currently having no products applied to robotic dogs [1] Group 1: Product Development - The company is actively developing multiple projects related to smart glasses, although these are expected to contribute a small proportion to the overall revenue this year [1]

Group 1 - The company's production processing precision can reach the internationally recognized P4 level, indicating a high precision standard [2] - The P4 level bearings are primarily used in equipment that requires strict control over rotational stability, speed, and vibration noise [2] - The precision mentioned pertains to bearing components used in embodied intelligent robots, highlighting the company's focus on high-precision applications [2]

Core Viewpoint - The company is currently developing multiple projects related to smart glasses, which are expected to contribute a small portion to the overall revenue this year. The company plans to prepare and expand production capacity based on customer orders and market demand [1]. Group 1: Smart Glasses Development - The company has several projects in the research and development phase for smart glasses this year [1]. - The expected revenue contribution from smart glasses is relatively small compared to the overall revenue [1]. - The company will adjust its production capacity according to customer orders and market needs [1]. Group 2: Market Position and Strategy - The company is the main supplier of structural components for Meta's AI glasses, which have seen significant sales growth in North America [3]. - There are inquiries about the company's plans to increase investment in R&D and production in the smart glasses sector [3]. - The company is also exploring strategies to expand its market share and production capacity in the precision components market [3].