证券代码：300115 证券简称：长盈精密 深圳市长盈精密技术股份有限公司投资者关系活动记录表 编号：2020-01 | --- | --- | --- | |--------------------|--------------------------|-----------------------------------------| | | | | | | 特定对象调研 □分析师会议 | | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | □ 一对一沟通 | | | □ 其他 | | | | | 光大信托：王森； 平安证券：李峰； | | | | 兴业证券：姚丹丹； 光大永明资产：余江； | | | | 长城基金：苏俊彦； 兴证资产管理：杨亦； | | 参与单位名称 | | 健顺投资：卢雅霖； 中天国富证券：熊奇； | | 及人员姓名 | | 理成资产：王优草； 河床资本：张建宾； | | | | 生命保险：陈启航； 华安财保：张文浩； | | | | 深圳市创新投资：朱然 大成基金：王帅 | | 时间 | 2020. ...

证券代码：300115 证券简称：长盈精密 编号：2017-03 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------|---------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 □分析师会议 | | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | □ 其他 | | | | | 君禾资本：曾 萌 宏流资管：李纬东 | | | | 创金合信：郑泽滨 金元证券：骆 林 | | | | 中铁资产：吴 瑕 领丰资本：陈 晓 | | | | 前海登程：于骏晨 守正基金：陈柳山 | | 参与单位名称及 | | 招商证券：刘怡君 招商证券资管：何怀志 | | 人员姓名 | | 昭图投资：王子杰 诺德基金：孙小明 | | | | 晟为投资：孙 玮 呈瑞投资：邵 帅 | | | | 万家基金：张景鹏 中信证券：余经纬 | | | ...

编号：2017-06 证券代码：300115 证券简称：长盈精密 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | --- | |-------------------------|------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------|------------------------------------------------------------| | | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | | 类别 | □ | 媒体采访 □业绩说明会 | | | | □ | 新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | | □ 其他 | | | | | | P ...

编号：2017-05 证券代码：300115 证券简称：长盈精密 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |-------------------------|----------------------------|------------------------------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | □ 其他 | | | | | Wellington Management Company, LLC Greg Mattiko Santiago Milan Ian Link | | 参与单位名称及 人员姓名 | | | | 时间 | 2017.11.09 09:00——10 | ： 00 | | 地点 | 公司大会议室 | | | 上市公司接待人 | 董事会秘书:胡宇龙 ...

Financial Performance - In the first three quarters of 2017, the company achieved total operating revenue of 5.954 billion CNY, representing a year-on-year growth of 42.94% [3] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 4.91 CNY, an increase of 5.42% compared to the same period last year [3] Market Dynamics - The smartphone market faced two negative impacts: the release of the new iPhone and a decline in demand due to high sales in the previous year [4] - The company anticipates a replacement wave in Q4 2017 and into the next year with the launch of full-screen new products [4] Client Relationships - Major clients include OPPO and vivo, with OPPO expected to release a new model soon, while vivo has reduced its new model releases this year [3] - The company is also developing relationships with international clients, including Samsung, Huawei, and Xiaomi, with plans for gradual growth in these areas [4] Future Growth Areas - The company sees sustainable growth potential in its smartphone business and is also focusing on new projects such as small six-axis industrial robots and components for new energy vehicles [4][5] - Production targets for small six-axis robots are set at 500 units for this year, 3,000 units for next year, and 10,000 units by 2020 [5] - The company has begun to establish a presence in the new energy vehicle sector since 2015, with ongoing projects including electric vehicle battery structural components [5] Production Capabilities - The company has advanced die-casting, stamping, and CNC technologies for producing small automotive structural components [5] - There are plans to expand production capacity for ceramic and 3D glass products based on market demand [5]

Company Overview - Shenzhen Changying Precision Technology Co., Ltd. was established in July 2001 and listed on the Shenzhen Stock Exchange in September 2010 [3] - The company operates in the precision component manufacturing industry, primarily serving the consumer electronics sector [3] - As of 2018, international customers accounted for over 30% of the company's revenue [3] Financial Performance - The overall revenue of the company showed slight growth in 2018, but net profit declined significantly due to delays in international customer shipments and fluctuations in mobile phone component orders [3] - In Q1 2019, the company's profit margin rebounded due to stable orders from international clients and improved market predictions for mobile terminals [3] Client Base - Major domestic clients include well-known brands such as OPPO, VIVO, and Huawei, with the company being a key supplier of components for their models [3] - International clients include large North American companies, providing components for products like laptop metal casings and smart speakers [3] Product Development and Trends - The company has adapted to changes in the mobile phone casing industry, transitioning from integrated metal casings to a combination of metal frames and non-metal back covers since 2017 [4] - The introduction of pop-up cameras is seen as a significant advancement in achieving a full-screen design, with the company actively developing related products for 5G smartphones [4] R&D and New Materials - The acquisition of Guangdong Fangzhen, a company specializing in waterproof silicone materials, has led to significant R&D investments, although some projects faced delays due to international market changes [5] - Silicone materials are highlighted for their excellent properties, making them suitable for various consumer electronics and wearable devices [5] Robotics and Automation - The company is focusing on industrial robotics as a long-term development project, with subsidiaries producing high-speed industrial robots [6] - The demand for automation solutions is increasing due to labor shortages and high costs in manufacturing, with expectations for significant growth in 2019 [6] New Energy Vehicle Components - The company has actively expanded into the new energy vehicle components sector, achieving revenue of 230 million yuan in 2018, representing over 300% growth from 2017 [6] - Key products include high-voltage power busbars and connectors, with partnerships established with leading international manufacturers [6]

编号：2019-03 证券代码：300115 证券简称：长盈精密 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------|----------------------------|--------------------------------------------------------------------------------------------| | | | | | 投资者关系活动类 | | 特定对象调研 □分析师会议 | | 别 | □ | 媒体采访 □业绩说明会 | | | □ | 新闻发布会 □路演活动 | | | □ 现场参观 | □一对一沟通 | | | □ 其他 | | | | 招银国际：徐生 | | | | | 瑞士信贷（香港）有限公司：尹炬锋、王晓琼 | | 参与单位名称及人 | 三源资产管理有限公司：杨暕 | | | 员姓名 | CI | 环球投资管理亚洲有限公司：黄崇恩 | | | | | | | | 上海保银投资管理有限公司：邹舟 益尚资本：彭罗千 宏利资产：王思涵 Willing Capita ...

证券代码：300115 证券简称：长盈精密 编号：2019-01 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |------------------|----------------------------|-------------------------------------------| | | | | | 投资者关系活动类 | □ 特定对象调研 分析师会议 | | | 别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | □ 其他 | | | | 摩根士丹利：李双星、于晓梅 | Point72 ：王宁川 | | | | 中银国际英国保诚：张穗辉 安联投资：许攸平 | | | | 守正基金：王毅 UBS：陈彦甫 | | | Eurizon Capital | ：李树仁 中再资产：汪新翼 | | | ArchiTech Capital | ：黄良恒 Q FUND ：盛旸 | | | | 蓝藤资本：陆奕 兰馨亚洲投资集团：储凯俊 | | 参与单位名称及人 | | 泓生资本： ...

证券代码：300115 证券简称：长盈精密 编号：2018-03 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------------------------|-------------------------------------------------------------------------------| | | | | | 投资者关系活动 | | 特定对象调研 □分析师会议 | | 类别 | □ | 媒体采访 □业绩说明会 | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | □ 其他 | | | | 高盛：李龙金、陈思维、 | Mark Delaney | | 参与单位名称及 | Surveyor: Josh Wilson | | | 人员姓名 | J.P.Morgan：Robert Yen Temasek （淡马锡） | Aberdeen Standard Investments: Pruska Iamthongthong ...

编号：2018-02 证券代码：300115 证券简称：长盈精密 深圳市长盈精密技术股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|--------------------------------|------------------------------------------------------------| | | | | | 投资者关系活动 | 特定对象调研 □分析师会议 | | | 类别 | □ 媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | | □ 现场参观 | □一对一沟通 | | | □ 其他 | | | | | 新华资管（香港）：周润南 光大控股：项 喜 | | | | 石壁资管（香港）：区伟志 澄金资管：吴子枫 | | 参与单位名称及 | | 利邦投资顾问:陈轩唯 石山资管：陈少威 | | 人员姓名 | 交银国际：邓馨荷、洪灏、宋西雅 | | | | | | | | 广发基金：观富钦 | Telligent Capital Management：Emily Zheng | | 时间 | 20 ...