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长盈精密:广发基金、融通基金等多家机构于9月23日调研我司
Sou Hu Cai Jing· 2025-09-24 09:41
证券之星消息,2025年9月24日长盈精密(300115)发布公告称广发基金张毅 王丽媛 李雅哲 杜威、融通基金 任涛、博时基金程沅、安信基金珏娜、和沣资产李进、如是基金肖肖、国泰海通肖群稀于2025年9月23日调研 我司。 具体内容如下: 目前公司已形成消费电子和新能源双支柱+人工智能的发展格局。问:答环节: 答:问环节 问:上半年归母净利润较去年同期有所下滑,具体是什么原因? 答:2024 年一季度我们处置了一个子公司一部分的股权,产生了非经常性收益约 1.8 亿元,相关情况去年一 季度也都有公告。大家看公司今年的业绩情况时,扣非净利润更能反映公司的经营情况。今年上半年扣非净 利润较去年同期增长超过 30%,公司的盈利能力还是在进一步恢复的。 问:上半年公司研发费用增长比较快,是什么原因? 答:主要是消费类电子的大客户有个比较重要的项目预计在今年四季度开始进入量产,上半年需要为这个项 目做量产准备。另外,I 眼镜类的产品市场需求增长较快,公司也拓展了应用在此类终端上的产品种类,上半 年除了供应结构件外,还为北美 I 眼镜客户提供电池钢壳、塑胶橡胶类产品。 问:公司在海外有生产基地吗? 首先,公司董事会秘书 ...
三大指数齐涨,为何我的账户还在亏损?
Sou Hu Cai Jing· 2025-09-24 08:40
Market Overview - On September 22, the A-share market experienced a significant rally, with all three major indices rising and trading volume surpassing 2 trillion yuan, led by a 6% increase in the precious metals sector [1] - Over 2,100 stocks saw gains, with 73 stocks hitting the daily limit up, prompting investor optimism about a potential bull market [1] Stock Performance - Notable stocks with substantial price increases include: - Changying Precision (300115) at 37.72 yuan, up 20.01% - Yutu (301086) at 79.30 yuan, up 20.01% - Henghe Precision (300539) at 48.48 yuan, up 20.00% - Baiao Intelligent (300836) at 56.41 yuan, up 20.00% - Weichuang Electric (688698) at 86.51 yuan, up 14.10% [2] Institutional Investment Insights - The market saw significant institutional buying, with 12 stocks receiving net purchases exceeding 10 million yuan, led by Juchen Co. with a net buy of 359 million yuan [2][3] - The importance of understanding institutional behavior is emphasized, as it can provide insights into market trends beyond mere stock price movements [5][7] Investment Strategy - A principle of focusing on data-driven decisions rather than emotional reactions is highlighted, suggesting that stock price fluctuations are merely surface indicators [5][9] - The strategy includes three key approaches: 1. Avoiding distractions from short-term market trends 2. Not panicking due to price volatility 3. Not being swayed by high or low price perceptions [5][9] Sector Analysis - The electronic and mechanical equipment sectors are noted for their strong performance, with a significant number of stocks reaching historical highs [5][8] - Continuous monitoring of institutional buying patterns is recommended, as these can indicate future opportunities despite market volatility [7][8]
调研速递|长盈精密接受广发基金等7家机构调研,透露多项业务关键数据与发展要点
Xin Lang Cai Jing· 2025-09-24 08:20
Core Viewpoint - Longying Precision has shown strong growth in both consumer electronics and new energy sectors, with a significant increase in revenue and net profit in the first half of 2025, indicating a positive outlook for the company [1][2]. Group 1: Company Performance - In the first half of 2025, Longying Precision achieved revenue of 8.64 billion yuan, a year-on-year increase of 12.33%, and a net profit of 288 million yuan, reflecting a growth of 32.18% [1]. - The consumer electronics segment accounted for approximately 70% of total revenue, while the new energy segment contributed about 30% [1]. - Revenue from the consumer electronics business was 5.30 billion yuan, showing stable growth, while the new energy business revenue reached 2.94 billion yuan, marking a significant increase of 37.09% year-on-year [1]. Group 2: Business Development and Strategy - The company has established a dual pillar development strategy focusing on consumer electronics and new energy, along with artificial intelligence [1]. - Longying Precision has acquired a 51% stake in Shenzhen Weixian Technology Co., enhancing its product line for high-speed copper connector modules [1]. - The company is preparing for the mass production of important projects for major clients in the consumer electronics sector, particularly in AI glasses, which is expected to drive future growth [2]. Group 3: R&D and Production Capacity - R&D expenses have increased due to preparations for significant projects and the expansion of product categories related to AI glasses [2]. - Longying Precision has production bases in Vietnam and Mexico, with plans for a factory in Hungary and a smart manufacturing park in Shenzhen expected to be operational by the fourth quarter of this year [2]. - The humanoid robot business has generated revenue of 35 million yuan in the first half of the year, with cumulative deliveries exceeding 80 million yuan by the end of August [2]. Group 4: Competitive Advantage - The company has a strong competitive edge in the humanoid robot sector, leveraging its expertise in precision molds and a skilled workforce [2]. - Longying Precision's ability to provide one-stop services for early humanoid robot clients, including design optimization and cost reduction suggestions, enhances its market position [2].
长盈精密:年初到8月底交付人形机器人结构件产品价值已超8000万元
Zheng Quan Shi Bao Wang· 2025-09-24 08:01
人民财讯9月24日电,长盈精密(300115)9月23日接受机构调研时表示,今年年初到8月底,公司累计交 付了人形机器人结构件产品的价值已经超过了8000万元。目前公司在人形机器人业务上供应给客户的料 号超过400个。公司的项目集中在灵巧手上的传动件,现在逐步增加至大尺寸的传动件。 转自:证券时报 ...
长盈精密:接受广发基金等机构调研
Mei Ri Jing Ji Xin Wen· 2025-09-24 08:01
Company Overview - Changying Precision (SZ 300115) announced a scheduled institutional research meeting on September 23, 2025, from 16:00 to 17:00, with participation from Chairman Chen Qixing and other executives to address investor inquiries [1] - As of the report, Changying Precision has a market capitalization of 54.1 billion yuan [1] Revenue Composition - 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]
长盈精密:目前公司在人形机器人业务上供应给客户的料号超过400个
Ge Long Hui A P P· 2025-09-24 07:57
格隆汇9月24日|长盈精密(300115.SZ)接受机构调研时表示,公司比较早布局这块(人形机器人)业 务,最早对接的海外品牌,所以目前出后比较多的也是海外品牌。今年上半年两个海外品牌贡献营收 3500万人民币。今年年初到8月底,公司累计交付了人形机器人结构件产品的价值已经超过了8000万 元。目前公司在人形机器人业务上供应给客户的料号超过400个。公司的项目集中在灵巧手上的传动 件,现在逐步增加至大尺寸的传动件。公司是从超精密的小件,逐步做到高价值量的大件的。当然,不 管是小件还是大件,精密度都非常高,超过普通消费类电子产品的精度。 ...
长盈精密(300115) - 长盈精密:2025年09月23日投资者关系活动记录表
2025-09-24 07:42
Group 1: Company Overview and Financial Performance - The company's main business is precision component manufacturing for consumer electronics and the new energy industry, with consumer electronics accounting for approximately 70% of total revenue and new energy for 30% [2][3] - In the first half of 2025, the company achieved revenue of 8.64 billion CNY, with a non-recurring net profit of 288 million CNY, representing year-on-year growth of 12.33% and 32.18% respectively [2][3] - Revenue from the consumer electronics business was 5.30 billion CNY, while the new energy business generated 2.94 billion CNY, showing a year-on-year growth of 37.09% [2][3] Group 2: Business Development and Strategic Initiatives - The company is accelerating the construction of precision components for humanoid robots and has also made advancements in AI computing capabilities [3] - Revenue from overseas humanoid robot components exceeded 35 million CNY in the first half of 2025, compared to only 10.11 million CNY for the entire year of 2024 [3] - The company has acquired 51% of Shenzhen Weixian Technology Co., enriching its product line for high-speed copper connectors [3] Group 3: Research and Development - R&D expenses have increased significantly due to preparations for a major project with a key customer in the consumer electronics sector, expected to enter mass production in Q4 2025 [4][5] - The company is expanding its product offerings for AI glasses, responding to rapid market demand [5] Group 4: Global Production and Market Presence - The company has production bases in Vietnam and Mexico, with Vietnam's first factory already operational and a second factory in Mexico set to launch in Q4 2025 [6] - A smart manufacturing industrial park in Shenzhen is expected to be operational by Q4 2025, with approximately 60,000 square meters dedicated to humanoid robot production [6] Group 5: Humanoid Robot Business Insights - The humanoid robot business has seen significant attention, with two overseas brands contributing 35 million CNY in revenue in the first half of 2025 [7] - The company has delivered humanoid robot components valued at over 80 million CNY from January to August 2025, with over 400 part numbers supplied [7] Group 6: Future Business Outlook - The consumer electronics business remains profitable, with a focus on maintaining quality amidst rapid product updates [8] - The new energy sector has shown a compound annual growth rate of over 50%, with expectations for continued growth over the next three years [8] - The humanoid robot sector is anticipated to become a significant growth driver for the company, with a large market potential as applications expand [8]
国产光刻机加速发展,消费电子ETF(561600)涨超1%
Xin Lang Cai Jing· 2025-09-24 03:46
Group 1 - Shenzhen Weiding Juxin Technology Co., Ltd. has successfully assembled and delivered its first high-precision stepper lithography machine, the WS180i series, which targets the growing fields of compound semiconductors and high-end optoelectronic devices [1] - The China Securities Consumer Electronics Theme Index (931494) rose by 1.47% as of September 24, 2025, with notable increases in component stocks such as Changying Precision (300115) up 11.54% and Tongfu Microelectronics (002156) up 10.00% [1] - The Consumer Electronics ETF (561600) increased by 1.18%, reaching a latest price of 1.29 yuan, and has seen a cumulative increase of 6.97% over the past week [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index accounted for 54.8% of the index, including companies like Cambricon (688256) and Luxshare Precision (002475) [2] - The weight and performance of key stocks in the index show varied trends, with Luxshare Precision down 1.66% and SMIC (688981) up 4.79% [4]
政策与市场双轮驱动,可穿戴设备出货量大增
Huan Qiu Wang· 2025-09-23 08:38
Group 1 - The wearable device industry is experiencing significant growth driven by favorable national policies and surging market demand, with shipment volumes increasing by over 60% year-on-year [1] - The National Sports Administration has issued guidelines to promote the digital and intelligent upgrade of health services, providing strong policy support for the application of wearable devices in health management, indicating the industry's elevation to a national strategic level [2] - Wearable devices are evolving from basic fitness tracking to advanced health management functions, such as continuous glucose monitoring and ECG recording, with potential applications expanding into healthcare and industrial internet sectors [2] Group 2 - According to IDC, the global wrist-worn device market is projected to grow by 12.3% year-on-year by Q2 2025, with China's market leading at a growth rate of 33.8%, and the adult smart watch market in China experiencing a remarkable 64% increase [4] - The market is showing a polarization trend, with growth rates of 66.1% for products priced below 1,000 yuan and 110.2% for high-end products priced above 2,000 yuan, indicating a simultaneous trend of market coverage and consumer upgrade [4] Group 3 - The thriving industry has attracted significant foreign capital interest, with 20 wearable device concept stocks being investigated by foreign institutions since July, highlighting companies like Luxshare Precision and Crystal Optoelectronics as popular targets [5] - Luxshare Precision revealed its extensive involvement in the AI glasses sector, supporting about one-third of the market, and maintaining deep collaborations with leading global clients, positioning itself for a competitive advantage [5] - As of mid-2023, 17 wearable device concept stocks have received substantial QFII investments, with a total market value of nearly 2.2 billion yuan, reflecting long-term confidence from foreign investors in core industry assets [5]
机器人打开“第二增长曲线”,汽车零部件ETF(562700)逆势上涨,旭升集团涨停
Mei Ri Jing Ji Xin Wen· 2025-09-23 05:45
Core Insights - The A-share market experienced a collective decline on September 23, with the automotive parts sector showing resilience and increasing in value [1] - The automotive parts ETF (562700) rose by 0.13% with a trading volume of 17.54 million yuan, leading its category [1] - Key stocks such as Xusheng Group, Yongding Co., and Dayang Motor reached their daily limit up, indicating strong market interest [1] Automotive Parts Sector - The automotive parts ETF tracks the CSI Automotive Parts Theme Index, which includes high-quality component manufacturers across various automotive systems [1] - The sector is benefiting from the trends of electrification and intelligence in the domestic automotive industry, suggesting significant growth potential [1] - Companies involved in robotics are increasingly integrating into the automotive parts sector, with humanoid robots seen as a "second curve" for automotive components [1]