Core Viewpoint - The company Longying Precision (300115.SZ) clarified that it does not hold any direct or indirect equity in NianTong Intelligent, which is a joint venture established by its wholly-owned subsidiary Shanghai Qiyuan and Shanghai Jiao Tong University Robot Research Institute [1] Group 1 - An investor inquired on the investor interaction platform about the ownership status of NianTong Intelligent [1] - Longying Precision confirmed that it currently does not have any stake in NianTong Intelligent [1]

Core Viewpoint - The company, Changying Precision (300115.SZ), confirmed that it does not have any business related to brain-computer interfaces [1] Group 1 - An investor inquired about the company's involvement in brain-computer interface technology on an investor interaction platform [1] - The company responded that its current business does not involve the brain-computer interface sector [1]

Core Viewpoint - Longying Precision has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a decline in net profit year-on-year. Group 1: Stock Performance - On January 8, Longying Precision's stock rose by 2.04%, reaching 44.97 CNY per share, with a trading volume of 2.166 billion CNY and a turnover rate of 3.60%, resulting in a total market capitalization of 61.199 billion CNY [1] - Year-to-date, the stock price has decreased by 3.29%, with a slight decline of 0.35% over the last five trading days, a 3.38% increase over the last 20 days, and a significant 34.92% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Longying Precision achieved a revenue of 13.51 billion CNY, representing a year-on-year growth of 11.68%, while the net profit attributable to shareholders was 468 million CNY, reflecting a year-on-year decrease of 21.25% [2] - Since its A-share listing, the company has distributed a total of 1.023 billion CNY in dividends, with 176 million CNY distributed over the past three years [3] Group 3: Shareholder Information - As of September 30, 2025, Longying Precision had 172,400 shareholders, an increase of 10.34% from the previous period, with an average of 7,871 shares held per shareholder, a decrease of 9.29% [2] - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 27.2122 million shares, an increase of 18.0729 million shares from the previous period [3]

Group 1 - The company, Changying Precision, announced the approval of multiple proposals at its first extraordinary shareholders' meeting of 2026, including the election of non-independent director candidates [2] - The proposals also included discussions regarding the company's summary and other related matters [2]

证券代码：300115 证券简称：长盈精密 公告编号：2026-01 深圳市长盈精密技术股份有限公司 2026 年第一次临时股东会决议公告 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。 特别提示： 1、为尊重中小投资者利益，提高中小投资者对公司股东会决议的重大事项的参 与度，本次股东会对中小投资者进行单独计票，中小投资者指上市公司董事、高级 管理人员及单独或者合计持有上市公司5%以上股份的股东以外的其他股东。 3、现场会议召开地点：深圳市宝安区福永镇桥头富桥工业三区11栋二楼 公司 大会议室。 4、会议召开方式：本次会议采取现场会议投票与网络投票相结合的方式。 2、本次股东会无增加、变更、否决议案的情况。 3、本次股东会不涉及变更前次股东会决议的情况。 4、本次股东会以现场会议和网络投票相结合的方式召开。 一、本次股东会召开和出席情况 1、现场会议召开日期、时间：2026年1月5日（星期一）下午15:00 2、网络投票时间：2026年1月5日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为2026年1月5日 日上午9:15至9:25，9:30至11:30 ...

上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所（以下简称"本所"）作为深圳市长盈精密技术股 份有限公司（以下简称"公司"）的常年法律顾问，受公司委托，指派律师出席 公司 2026 年第一次临时股东会（以下简称"本次股东会"），并根据《中华人 民共和国证券法（2019 修订）》（以下简称"《证券法》"）、《中华人民共 和国公司法（2023 修订）》（以下简称"《公司法》"）、《上市公司股东会 规则》（以下简称"《股东会规则》"）等法律、法规、规章、规范性文件及现 行有效的《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》"） 的有关规定，对本次股东会进行见证并出具本法律意见书。 为出具本法律意见书，本所律师通过出席现场会议的方式对本次股东会进行 见证，对本次股东会所涉及的相关事项进行了必要的核查和验证，审查了公司提 供的本次股东会的有关文件和材料，并参加了公司本次股东会的全过程。本所得 到公司如下保证，公司已提供了本所律师为出具本法律意见书所必需的真实、准 确、完整、有效的原始书面材料、副本材料、口头证言、电子数据等，有关副本 材料、电子数据与原始材料一致。 在本法律意见书中，本所律师仅 ...

Market Overview - The Shanghai Composite Index rose by 1.38% on January 5, with 26 out of 28 sectors experiencing gains, particularly in the media and pharmaceutical industries, which increased by 4.12% and 3.85% respectively [1] - The electronic sector ranked third in terms of growth, with a rise of 3.69% [1] Capital Flow - The net inflow of capital in the two markets reached 8.334 billion yuan, with 15 sectors seeing net inflows [1] - The electronic industry led the net capital inflow with 9.481 billion yuan, followed by the pharmaceutical sector with 4.379 billion yuan [1] Electronic Industry Performance - Within the electronic sector, 476 stocks were tracked, with 426 stocks rising and 11 hitting the daily limit [2] - The top three stocks by net capital inflow were: - Zhaoyi Innovation: 2.046 billion yuan - Shenghong Technology: 1.995 billion yuan - SMIC: 1.035 billion yuan [2] Electronic Industry Outflows - The electronic sector also had stocks with significant capital outflows, with the top three being: - Changying Precision: -0.806 billion yuan - Qianzhao Optoelectronics: -0.471 billion yuan - Saiwei Electronics: -0.332 billion yuan [3]

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，广东长盈精密技术有限公司，成立于2010年，位于东莞市，是一家以从事计算机、通 信和其他电子设备制造业为主的企业。企业注册资本60000万人民币。通过天眼查大数据分析，广东长 盈精密技术有限公司共对外投资了5家企业，参与招投标项目49次，专利信息1093条，此外企业还拥有 行政许可227个。 东莞长盈精密技术有限公司，成立于2016年，位于东莞市，是一家以从事仪器仪表制造业为主的企业。 企业注册资本3000万人民币。通过天眼查大数据分析，东莞长盈精密技术有限公司参与招投标项目20 次，专利信息265条，此外企业还拥有行政许可21个。 国家知识产权局信息显示，广东长盈精密技术有限公司、东莞长盈精密技术有限公司取得一项名为"一 种超声波清洗线的数字化系统"的专利，授权公告号CN115815217B，申请日期为2022年11月。 ...

长盈精密12月31日大宗交易平台出现一笔成交，成交量157.34万股，成交金额6391.15万元，大宗交易成 交价为40.62元，相对今日收盘价折价12.65%。该笔交易的买方营业部为中信证券股份有限公司西安未 央路证券营业部，卖方营业部为中信建投证券股份有限公司榆林肤施路证券营业部。 证券时报·数据宝统计显示，长盈精密今日收盘价为46.50元，上涨3.04%，日换手率为11.63%，成交额 为72.25亿元，全天主力资金净流入1.01亿元，近5日该股累计上涨25.37%，近5日资金合计净流入8.24亿 元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 157.34 | 6391.15 | 40.62 | -12.65 | 中信证券股份有限公司 | 中信建投证券股份有限公司 | | | | | | 西安未央路证券营业部 | 榆林肤施路证券营业部 | （文章来源：证券时报网） 据天眼 ...

Investment Rating - The report maintains a "Buy" rating for the equipment manufacturing industry, particularly highlighting investment opportunities in AI-driven sectors and computing infrastructure [2]. Core Insights - The equipment manufacturing industry in China is transitioning into a technology-driven phase, with AI and computing infrastructure being key areas for investment. The report emphasizes the growth potential of AI endpoint products and computing infrastructure investments [2]. - The report identifies three main drivers for the recovery of machinery equipment exports by 2026: the expected interest rate cuts by the Federal Reserve, strong infrastructure demand along the Belt and Road Initiative, and the rising demand for AI computing equipment [3]. Summary by Sections AI-Driven Growth - Investment opportunities are seen in AI endpoints such as humanoid robots, smart manufacturing, and various consumer AI products, which are expected to experience rapid growth. This will lead to increased demand for chips used in training, inference, and storage, initiating a new investment cycle in semiconductor equipment [2]. - The report also highlights the importance of computing infrastructure investments to support AI endpoints, recommending investments in cooling systems and energy solutions due to power shortages [2]. Export Recovery Drivers - The report outlines three key drivers for the expected recovery in machinery equipment exports by 2026: 1. Recovery in overseas demand due to anticipated interest rate cuts by the Federal Reserve, which will boost global industrial product demand [3]. 2. Strong infrastructure demand in countries along the Belt and Road Initiative, particularly in the Middle East, where domestic oil service equipment manufacturers are expected to benefit from high growth [3]. 3. Increased demand for equipment driven by AI computing needs, leading to growth in gas turbines and diesel generator sets, as well as PCB materials and testing equipment [3]. Company Profit Forecasts - The report provides profit forecasts for key recommended companies, all rated as "Buy," indicating a positive outlook for their performance in the coming years [5].