长盈精密：深圳宝安燕罗5G机器人新总部预计2025年底投入使用 智通财经7月30日电，有投资者问，公司在深圳宝安燕罗的5G机器人新总部目前建设进度如何？今年几 月可以交付启用？何时开始搬迁？长盈精密在互动平台表示，预计2025年年底开始投入使用。 ...

格隆汇7月30日丨长盈精密(300115.SZ)于投资者互动平台表示，公司暂未参与小米机器人的项目。 ...

格隆汇7月30日丨长盈精密(300115.SZ)于投资者互动平台表示，公司的电芯结构件产品(盖板、壳体)可 应用于固态电池在内的动力电池产品。 ...

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: Business Development - The humanoid robot precision components are a new business for the company [1] - The company has already received orders that are entering mass production [1] - The humanoid robot production line can leverage the company's existing business capabilities [1] Group 2: Market Outlook - The company is optimistic about the future development of the humanoid robot sector [1] - The company plans to actively follow customer and market demands to support its growth [1]

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 ...

Group 1 - The AI PC concept sector experienced a decline of 1.27%, ranking among the top losers in the market, with notable declines from companies such as Jingwang Electronics, Demingli, and Bomin Electronics [1][2] - Among the AI PC concept stocks, five companies saw price increases, with Haopeng Technology leading at a rise of 10.00%, followed by Siquan New Materials at 4.91% and Feirongda at 0.73% [1][2] - The AI PC concept sector faced a net outflow of 1.958 billion yuan in capital, with 30 stocks experiencing net outflows, and five stocks seeing outflows exceeding 100 million yuan, led by Shenghong Technology with a net outflow of 604 million yuan [2][3] Group 2 - The top gainers in the market included the Yaxia Hydropower concept with a rise of 11.77%, while the MLOps concept saw a decline of 1.80% [2] - The capital inflow leaders among AI PC concept stocks were Tongfu Microelectronics, Haopeng Technology, and Siquan New Materials, with net inflows of 43.67 million yuan, 40.42 million yuan, and 36.73 million yuan respectively [2][3] - The AI PC concept sector's outflow list included Shenghong Technology, Lingyi Technology, and Ruantong Power, with respective net outflows of 603.89 million yuan, 190.72 million yuan, and 124.92 million yuan [2][3]

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 ...