本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：300115 证券简称：长盈精密 公告编号：2025-71 深圳市长盈精密技术股份有限公司 关于召开 2025 年第三次临时股东会的通知 重要提示： 深圳市长盈精密技术股份有限公司（以下简称"公司"）第六届董事会第二十七次会 议审议通过了《关于召开 2025 年第三次临时股东会的议案》，决定于 2025 年 10 月 30 日（星期四）下午 15:30 召开 2025 年第三次临时股东会，现将有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025 年第三次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所创业 板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板上市公司规 范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2025 年 10 月 30 日 15:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 10 月 ...

证券代码：300115 证券简称：长盈精密 公告编号：2025-68 深圳市长盈精密技术股份有限公司 第六届董事会第二十七次会议决议公告 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。 4、会议主持人为董事长陈奇星先生；公司董事会秘书列席了本次会议。 5、本次会议的合法、合规性：本次会议的召集、召开程序和议事内容均符 合《中华人民共和国公司法》(以下简称"《公司法》")和《深圳市长盈精密技术 股份有限公司章程》(以下简称"《公司章程》")的规定。 二、董事会会议审议情况 1、审议通过了关于为参股公司提供财务资助的议案 为支持公司参股子公司东莞市国森科精密工业有限公司（以下简称"国森科"） 的经营发展，满足其经营业务对流动资金周转需求，董事会同意公司在不影响自 身正常经营的情况下为国森科提供不超过人民币 900 万元的财务资助。本次财务 资助金额较小，不会给公司带来重大的财务风险。公司和其他股东将按其持股比 例向国森科提供同等条件的财务资助。公司在提供资助的同时，将加强对国森科 的经营管理，积极跟踪国森科的日常生产经营和项目建设的进展，控制资金风险， 一、董事会会议召 ...

Core Viewpoint - The reducer concept sector experienced a decline of 2.01%, ranking among the top losers in the market, with notable declines in stocks such as Siling Co., Zhejiang Rongtai, and Mingzhi Electric [1][2]. Market Performance - The top-performing concept sectors today included Rare Earth Permanent Magnets with a rise of 6.92%, and Military Equipment Restructuring Concept with an increase of 3.51%, while the reducer sector fell by 2.01% [2]. - The reducer concept sector saw a net outflow of 3.36 billion yuan, with 87 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 100 million yuan [2]. Notable Stocks - The stocks with the largest net outflows in the reducer sector included: - Shanzi Gaoke with a net outflow of 793.49 million yuan and a decline of 4.86% - Lingyi Zhi Zao with a net outflow of 454.56 million yuan and a decline of 4.61% - Changying Precision with a net outflow of 420.80 million yuan and a decline of 2.86% [2][3]. - Conversely, the stocks with the largest net inflows included: - Inner Mongolia Yijian with a net inflow of 121 million yuan and an increase of 7.85% - Meilixin with a net inflow of 88.12 million yuan and an increase of 7.30% - Yingluohua with a net inflow of 78.45 million yuan and an increase of 6.82% [5].

Group 1 - The Tonghuashun Fruit Index concept fell by 4.64%, ranking among the top declines in concept sectors, with stocks like GoerTek, Changying Precision, and Huaxin Electronics leading the declines [1] - The main capital outflow from the Tonghuashun Fruit Index concept was 8.627 billion yuan, with 13 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 1 billion yuan [1] - The stock with the highest net outflow was Luxshare Precision, with a net outflow of 2.803 billion yuan, followed by Changying Precision and Lingyi iTech with net outflows of 1.151 billion yuan and 1.113 billion yuan respectively [1] Group 2 - The top inflow stocks included Zhongshi Technology, Dongshan Precision, and BOE A, with net inflows of 73.6559 million yuan, 60.1587 million yuan, and 57.2405 million yuan respectively [2] - The stocks with the highest capital outflow included Luxshare Precision (-6.89%), Changying Precision (-9.22%), and Lingyi iTech (-6.64%) [2] - The overall market sentiment reflected a significant outflow of funds from the Tonghuashun Fruit Index concept, indicating potential investor caution in this sector [1][2]

Core Viewpoint - The consumer electronics sector experienced a significant decline of 4.26% on October 10, with major stocks like GoerTek leading the drop, reflecting broader market trends as the Shanghai Composite Index fell by 0.94% and the Shenzhen Component Index decreased by 2.7% [1][3]. Market Performance - The consumer electronics sector saw a net outflow of 11.2 billion yuan from major funds, while retail investors contributed a net inflow of 8.05 billion yuan [3][4]. - Key stocks in the sector included: - GoerTek (002241) closed at 35.87 yuan, down 9.40% with a trading volume of 2.06 million shares [3]. - Longying Precision (300115) closed at 37.40 yuan, down 9.22% with a trading volume of 1.86 million shares [3]. - Luxshare Precision (002475) closed at 60.80 yuan, down 6.89% with a trading volume of 2.61 million shares [3]. Individual Stock Highlights - Notable gainers included: - Zhihui Technology (300686) with a closing price of 15.56 yuan, up 6.87% [1]. - Yabo Xuan (920357) closed at 27.92 yuan, up 3.79% [1]. - Conversely, significant losers included: - Huqin Technology (603296) down 8.76% [3]. - Lingyi Technology (002600) down 6.64% [3]. ETF Insights - The Consumer Electronics ETF (product code: 159732) tracks the Guozheng Consumer Electronics Theme Index, with a recent market performance showing a decrease of 56 million shares to a total of 3.77 billion shares, and a net inflow of 11.12 million yuan [6].

Group 1 - The core point of the article is that Changying Precision (SZ 300115) announced on October 9 that it has not yet started the implementation of its share repurchase plan as of September 30, 2025 [1] - For the year 2024, the revenue composition of Changying Precision is as follows: electronic components account for 69.04%, new energy product components account for 30.79%, and intelligent equipment manufacturing accounts for 0.17% [1] - As of the report date, the market capitalization of Changying Precision is 56 billion yuan [1]

证券代码：300115 证券简称：长盈精密 公告编号：2025-67 深圳市长盈精密技术股份有限公司 关于回购公司股份的进展公告 二、回购股份的进展情况 根据《上市公司股份回购规则》（2025 年修订）及《深圳证券交易所上市公 司自律监管指引第 9 号——回购股份》（2025 年修订）相关规定，在回购股份期 间，公司应当在每个月的前 3 个交易日内，公告截至上月末的回购进展情况。现 将公司本次回购进展情况公告如下： 截至 2025 年 9 月 30 日，公司尚未开始实施本次回购。 三、其他说明 （一）公司回购股份的时间、回购股份的数量、回购股份方式等符合既定的 回购方案和回购报告书，符合相关法律法规规定。 （二）公司回购股份的时间、回购股份数量及集中竞价交易的委托时段等符 合《深圳证券交易所上市公司自律监管指引第 9 号——回购股份》的相关规定， 具体如下： 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、回购股份方案的基本情况 深圳市长盈精密技术股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第六届董事会第二十六次会议，审议通过了《关于回 ...

Core Insights - The humanoid robot industry is witnessing significant developments with the announcement of Figure AI's new generation "Figure 03," set to launch on October 9, which is touted as the most powerful humanoid robot to date [1][2] - The release of Figure 03 is expected to drive supply chain demand, benefiting partners like Changying Precision, which has already begun supplying materials for humanoid robots [2][4] Product Features and Development - Figure 03 retains the bipedal design of its predecessor, Figure 02, but features significant upgrades in design and functionality, focusing on cost control and mass production [2][3] - The new robot is designed to balance practicality and aesthetics, utilizing advanced materials that align with Changying Precision's capabilities in providing various components [3][4] Supply Chain Opportunities - The launch and mass production of Figure 03 are anticipated to create growth opportunities for supply chain partners, particularly for Changying Precision, which is well-positioned to benefit from this trend [2][4] - Figure AI recently completed a $1 billion Series C funding round, raising its post-money valuation to $39 billion, which will support its technology development and product mass production [3][4] Competitive Advantages - Changying Precision has established a competitive edge through its precision processing capabilities, which exceed industry standards, particularly in the production of components for humanoid robots [4] - The company has also developed system integration capabilities, allowing it to provide both hardware and software solutions, further solidifying its position in the supply chain [4]

Core Viewpoint - Longying Precision has shown significant trading activity and financial performance, with a notable increase in financing and a mixed performance in revenue and profit margins [1][2]. Group 1: Financial Performance - As of June 30, 2025, Longying Precision achieved a revenue of 8.64 billion yuan, reflecting a year-on-year growth of 12.33% [2]. - The net profit attributable to shareholders for the same period was 306 million yuan, which represents a year-on-year decrease of 29.37% [2]. Group 2: Trading Activity - On September 30, 2023, Longying Precision's stock price increased by 0.53%, with a total trading volume of 6.808 billion yuan [1]. - The financing buy-in amount for Longying Precision on the same day was 855 million yuan, while the financing repayment was 616 million yuan, resulting in a net financing buy-in of 239 million yuan [1]. - The total balance of margin trading for Longying Precision reached 3.014 billion yuan, with the financing balance accounting for 5.26% of the circulating market value, indicating a high level compared to the past year [1]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Longying Precision was 156,200, a decrease of 2.38% from the previous period [2]. - The average circulating shares per person increased by 2.70% to 8,677 shares [2]. - The top circulating shareholders include new entrants such as E Fund's ChiNext ETF and Southern CSI 500 ETF, indicating a shift in institutional holdings [3].

Core Insights - The Meta Ray-Ban Display smart glasses are experiencing significant market demand, with retail stores nearly sold out and appointments for trials fully booked before November, prompting the company to double the number of sales points [1] - Longying Precision, a key supplier, is expected to benefit from the surge in demand for Meta's AI glasses, as their core capabilities align well with the hardware requirements of the product [2] Company Performance - Longying Precision has provided structural components for Meta's AI glasses and is developing related products for other leading brands, indicating a strong position in the supply chain [2] - The company has a proven track record in precision structural components for major brands like Apple and Samsung, which enhances its credibility and potential for increased order volume from Meta [2] Market Trends - According to IDC data, the shipment volume of smart glasses is projected to increase by 247.5% by 2025, with the market expected to reach 43.1 million units by 2029, reflecting a compound annual growth rate of 31.8% [3] - Meta holds a dominant market share of 60.6% in the smart glasses sector, positioning Longying Precision to directly benefit from the market growth [3] Technological Advancements - Collaboration with Meta allows Longying Precision to engage in technology upgrades, positioning the company to capture opportunities in next-generation AI hardware [4] - The demand for more intelligent, integrated hardware solutions is increasing, necessitating advancements in voice sensing components, lightweight display structures, and low-power hardware designs [4] Competitive Landscape - Major players like Apple and Amazon are entering the smart glasses market, which is expected to foster a competitive environment and drive growth [5] - Longying Precision's experience and capabilities gained from working with Meta may provide a competitive edge in securing contracts with other industry giants [5] - The current success of Meta's smart glasses is expected to lead to a clear increase in orders for Longying Precision, while the overall growth in the smart glasses market will provide sustained momentum for the company [5]