Our key takeaways from the virtual tour are: 14 December 2025 | 9:55PM HKT Equity Research CHINA HUMANOID ROBOT Takeaways from Dexterous Hand Ecosystem Virtual Tour: Data, lifespan, thermal problems still require time, while cost less of an issue with scale As the humanoid robot industry has made significant strides in dynamic walking and interactive capabilities in 2025, human-level dexterity has been the central challenge. To delve into the various aspects of dexterous hand technology progress, we invited ...

Core Insights - The 2025 Electronic Information Industry Development Conference was held in Yancheng, focusing on "Innovation-Driven High-Quality Development" and aimed at discussing new opportunities for the electronic information industry [1][3]. Group 1: Conference Overview - The conference was co-hosted by the China Electronic Information Industry Association and the Yancheng Municipal Government, with significant participation from industry leaders and government officials [3][5]. - Nearly 300 representatives from the Ministry of Industry and Information Technology, provincial authorities, and key enterprises attended the event, emphasizing the conference's broad influence and high profile [3][5]. Group 2: Key Themes and Discussions - Leaders highlighted the importance of collaboration and innovation in driving industry upgrades and establishing a robust industrial ecosystem [5][6]. - The conference featured discussions on critical topics such as the development of China's electronic information manufacturing during the 14th Five-Year Plan and future considerations for the 15th Five-Year Plan [10]. Group 3: Regional Focus and Development Goals - Yancheng aims to strengthen its electronic information industry, viewing the conference as a bridge for deeper cooperation with industry associations and talent [8][11]. - The region plans to focus on advanced fields such as smart terminals, flexible electronics, and third-generation semiconductors to enhance its industrial scale and core competitiveness [11].

最新公告列表 《关于为子公司融资提供担保的进展公告》 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 截至2025年12月12日收盘，长盈精密（300115）报收于38.71元，较前一交易日下跌3.85%，最新总市值 为526.8亿元。该股当日开盘40.01元，最高40.88元，最低38.66元，成交额达55.23亿元，换手率为 10.26%。 公司近日发布公告称，深圳市长盈精密技术股份有限公司为子公司广东长盈、宜宾电子及越南长盈分别 向北京银行深圳分行、工商银行宜宾分行及越南外贸股份商业银行义安分行融资提供担保，担保金额分 别为人民币20,000万元、50,000万元和2,200万美元（折合人民币15,581.50万元），均属已审批担保额度 范围内，无需另行审议。截至2025年12月9日，公司累计对外担保余额为219,278.59万元，占归属于母公 司所有者权益的27.51%，无逾期及涉诉担保。 ...

电子行业资金流出榜 电子行业资金流入榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002384 | 东山精密 | 7.75 | 10.51 | 111989.33 | | 002475 | 立讯精密 | 3.66 | 1.82 | 54834.48 | | 002600 | 领益智造 | 2.21 | 4.20 | 47953.98 | | 002130 | 沃尔核材 | 4.24 | 9.93 | 44856.48 | | 603501 | 豪威集团 | 3.90 | 2.35 | 43716.60 | | 300476 | 胜宏科技 | 1.48 | 6.78 | 35878.07 | | 688220 | 翱捷科技-U | 6.35 | 6.97 | 31702.83 | | 688702 | 盛科通信-U | 2.57 | 4.67 | 27829.37 | | 002584 | 西陇科学 | 10.00 | 13.00 | 26175.63 | | 300223 | 北京君正 | ...

证券代码：300115 证券简称：长盈精密 公告编号：2025-85 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 ...

- The report does not contain any quantitative models or factors related to construction, testing, or evaluation[1][2][4]

Group 1 - The 3C supply chain is benefiting from the cyclical recovery of its industry and the accelerated penetration of AI at the edge, presenting growth opportunities [1] - The 3C supply chain's specialized manufacturing model of "components-modules-finished products" is well-suited for the mass production phase of humanoid robots [1] - Companies like Luxshare Precision and Lens Technology are leveraging their experience in the 3C sector to expand into humanoid robotics, focusing on module and finished product manufacturing [1] Group 2 - The 3C terminal market, represented by smartphones, is entering a recovery cycle, providing a foundation for industry growth [2] - Major tech companies are accelerating the deployment of AI at the edge, which is expected to drive a new replacement cycle for terminal products [2] - Companies like Apple, Google, and ByteDance are competing to enhance their mobile devices with AI capabilities, which could lead to significant growth in the 3C industry [2]

Group 1 - As of December 9, the margin trading balance in A-shares reached 25,105.72 billion yuan, an increase of 100.58 billion yuan from the previous trading day, accounting for 2.59% of the A-share circulating market value [1] - The trading volume for margin transactions on that day was 2,031.2 billion yuan, a decrease of 256.13 billion yuan from the previous trading day, representing 10.58% of the total A-share trading volume [1] - Among the 31 primary industries in the Shenwan index, 23 industries experienced net financing inflows, with the electronics sector leading at a net inflow of 5.487 billion yuan [1] Group 2 - A total of 42 individual stocks had net financing inflows exceeding 100 million yuan, with Shenghong Technology leading at a net inflow of 970.14 million yuan [2] - Other notable stocks with significant net financing inflows included Industrial Fulian, Yonghui Supermarket, Changying Precision, Zhongji Xuchuang, Pengding Holdings, Demingli, Shengyi Electronics, Hudian Co., and Kweichow Moutai [2] - Guojin Securities research report indicates that strong demand for AI is driving both price and volume increases in PCB, with many AI-PCB companies experiencing robust orders and full production, leading to high growth expectations for Q4 and next year [2]

Core Insights - The AI glasses market is rapidly transitioning from conceptual exploration to productization and ecological competition, with a 9.81% increase in the AI glasses theme index since November 24, 2023, and 10 out of 12 trading days showing gains [1] - Major players including tech giants, automotive companies, and startups are entering the AI glasses sector, leading to a diversification of product forms and increasing acceptance among consumers [1][6] - The industry is expected to see significant investment opportunities as technological advancements drive market demand [1] Product Launches - On December 9, 2023, the AI glasses theme index rose by 0.33%, with notable stock increases from companies like Qian Zhao Guang Dian (up 11.40%) and Pu Ran Co. (up 9.58%) [2] - Google announced collaborations with Samsung, Gentle Monster, and Warby Parker to develop two types of AI glasses, with the first product expected to launch in 2026 [2] - Alibaba's Quark AI glasses S1 topped sales charts shortly after its release, featuring advanced AI capabilities for voice and photo queries [3] - Li Auto launched its first AI glasses, Livis, which weigh only 36 grams and offer 18.8 hours of battery life, focusing on vehicle control and AI interaction [3] Company Involvement - Several listed companies are actively engaged in the R&D and manufacturing of AI glasses components, with Yu Tong Optical planning to supply molded glass for AI glasses and other new consumer markets in 2024 [4] - Crystal Optoelectronics is focusing on AR near-eye displays and other optical components for AR glasses [4] - Longying Precision has been collaborating with Google for over ten years, indicating a strong relationship with major tech players [4] Market Projections - IDC forecasts that by 2026, global smart glasses shipments will exceed 23.687 million units, with China's market expected to surpass 4.915 million units, marking a significant growth phase [5] - Analysts suggest that 2025 could be a pivotal year for AI glasses, with rapid growth anticipated in 2026 as product forms and interaction methods evolve [6] Investment Opportunities - Analysts recommend focusing on two main investment themes: the potential sales boost from new AI glasses releases in 2025-2026 and the anticipated turning point for AR glasses products [6][7] - The entry of major companies into the AI glasses market is expected to accelerate industry development, with smart glasses poised to become a major consumer electronics category [6][7]

据交易所数据显示，截至2025年12月8日收盘，长盈精密（300115）报收于45.22元，上涨4.41%，换手 率14.37%，成交量195.02万手，成交金额84.30亿元。 通过天眼查大数据分析，深圳市长盈精密技术股份有限公司共对外投资了35家企业，参与招投标项目41 次，知识产权方面有商标信息55条，专利信息1422条，此外企业还拥有行政许可131个。 来源：市场资讯 资金流向方面，今日主力资金净流入2.45亿元，占比成交额2.9%。其中，超大单净流入1.18亿元、占成 交额1.4%，大单净流入1.26亿元、占成交额1.5%，中单净流出流入4328.54万元、占成交额0.51%，小单 净流出28803.77万元、占成交额3.42%。 长盈精密最新一期业绩显示，截至2025三季报，公司营业总收入135.10亿元、同比增长11.68%，归属净 利润4.68亿元，同比减少21.25%，扣非净利润4.43亿元，同比增长19.19%，流动比率0.998、速动比率 0.649、资产负债率61.30%。 天眼查商业履历信息显示，深圳市长盈精密技术股份有限公司，成立于2001年，位于深圳市，是一家以 从事计算机、通信 ...