（文章来源：证券日报） 证券日报网讯 8月18日晚间，隆盛科技发布公告称，公司第五届董事会第八次会议审议通过了《关于控 股孙公司签订的议案》。 ...

Mergers and Acquisitions - Jingjiawei plans to invest 220 million yuan to acquire a controlling stake in Chengheng Microelectronics, entering the edge AI chip sector [1] - Aerospace Changfeng intends to publicly transfer 55.45% of its stake in Aerospace Parker, with an assessed value of 201 million yuan [2] - Kangping Technology has signed an agreement to acquire a controlling stake in Suzhou Lingchen, focusing on core components in intelligent equipment [3] Financial Performance - Zhifei Biological reported a net loss of approximately 600 million yuan in the first half of 2025, with revenue declining by 73.06% to 4.919 billion yuan [4] - AVIC Shenyang Aircraft Company expects a 30% decrease in net profit for the first half of 2025, with revenue around 14.628 billion yuan, down 32.35% [5] - Jingjiawei announced a net loss of 87.61 million yuan in the first half of 2025, with revenue falling by 44.78% to 193 million yuan [6] - Jiao Cheng Ultrasonic reported a 1005% increase in net profit for the first half of 2025, reaching 58.04 million yuan, with revenue up 32.50% to 323 million yuan [7] Shareholding Changes - Myp Medical announced that Guoshou Chengda has reduced its stake in the company by nearly 3%, totaling 199,560 shares [8] - Xishanghai disclosed that shareholder Huijia Chuangtou plans to reduce its stake by up to 1%, not exceeding 134,550 shares [9][10] Investment Agreements - Longsheng Technology's subsidiary plans to invest approximately 200 million yuan to establish a lightweight component production base for new energy vehicles in Chongqing [11]

Core Viewpoint - Longsheng Technology (300680.SZ) announced plans to invest approximately 200 million yuan in a new production base for lightweight components for electric vehicles in Chongqing, aiming to enhance its capacity and competitiveness in the electric vehicle lightweight sector [1] Group 1 - The company’s subsidiary, Chongqing Longsheng Maomao New Energy Technology Co., Ltd., will sign a cooperation agreement with Chongqing Shared Industrial Investment Co., Ltd. [1] - The project will focus on the production and manufacturing of electric vehicle drive components, thermal management, and lightweight parts [1] - The investment is expected to leverage regional industrial cluster advantages to improve the company's core competitiveness and market influence [1]

Core Viewpoint - Longsheng Technology (300680.SZ) announced plans to invest approximately 200 million yuan in a new production base for lightweight components for electric vehicles in Chongqing, aiming to enhance its capacity and competitiveness in the new energy vehicle sector [1] Group 1 - The company’s subsidiary, Chongqing Longsheng Maomao New Energy Technology Co., Ltd., will sign a cooperation agreement with Chongqing Shared Industrial Investment Co., Ltd. [1] - The project will focus on the production of drive components, thermal management, and lightweight parts for new energy vehicles [1] - The investment is expected to leverage regional industrial cluster advantages to improve the company's core competitiveness and market influence [1]

Core Viewpoint - Longsheng Technology aims to enhance its market share in the electric vehicle sector by investing in a new lightweight component production base in Chongqing, with a total investment of approximately 200 million yuan [2] Group 1: Company Strategy - Longsheng Technology announced plans to accelerate the modularization and lightweight development of its semi-finished products [2] - The company intends to optimize its production capacity layout to better match customer demands [2] - Longsheng Technology will integrate resources and seize market opportunities to expand its coverage in key markets for electric vehicles [2] Group 2: Project Details - Chongqing Longsheng Maomao New Energy Technology Co., Ltd., a subsidiary of Longsheng Technology, plans to sign a cooperation agreement with Chongqing Sharing Industrial Investment Co., Ltd. [2] - The project involves the establishment of a lightweight component production base for electric vehicles in the Shapingba District of Chongqing [2] - The production base will focus on manufacturing electric vehicle drive components, thermal management systems, and lightweight parts [2]

Core Viewpoint - Longsheng Technology announced a collaboration with Chongqing Shared Industrial Investment Co., Ltd. to establish a lightweight component production base for new energy vehicles in Chongqing, with a total investment of approximately 200 million yuan [1] Group 1 - The project will focus on the production and manufacturing of drive components, thermal management, and lightweight parts for new energy vehicles [1] - An independent legal entity will be established to implement the project [1]

证券代码：300680 证券简称：隆盛科技 公告编号：2025-034 无锡隆盛科技股份有限公司 第五届董事会第八次会议决议公告 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。 一、董事会会议召开情况 2025 年 8 月 18 日，无锡隆盛科技股份有限公司（下称"公司"）第五届董事会 第八次会议在公司会议室以现场及通讯会议的方式召开，会议通知于 2025 年 8 月 15 日以书面通知等方式向各位董事发出。本次会议由董事长倪铭先生召集并主持，会议 应出席董事七名，实际出席董事七名。公司监事及高级管理人员列席本次会议。 本次会议的召集、召开符合《中华人民共和国公司法》及有关法律、法规、规章、 规范性文件及《公司章程》的有关规定。 二、董事会会议审议情况 经与会董事审议，以投票表决方式通过了以下议案： 1、审议通过《关于控股孙公司签订<隆盛茂茂新能源汽车轻量化零部件生产基地 项目合作协议书>的议案》 为加快半总成产品模块化与轻量化发展，优化产能区域布局以精准匹配客户需求， 公司将整合资源、把握市场机遇，扩大新能源汽车重点市场覆盖，持续提升该领域市 场份额。公司控 ...

证券代码：300680 证券简称：隆盛科技 公告编号：2025-035 无锡隆盛科技股份有限公司 第五届监事会第八次会议决议公告 经与会监事投票表决，会议审议并通过如下议案： 1、审议通过《关于控股孙公司签订<隆盛茂茂新能源汽车轻量化零部件生产基地 项目合作协议书>的议案》 本公司及监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。 一、监事会会议召开情况 2025 年 8 月 18 日，无锡隆盛科技股份有限公司（以下简称"公司"）第五届监 事会第八次会议在公司会议室以现场会议的方式召开，会议通知于 2025 年 8 月 15 日 以书面通知等方式向各位监事发出。本次会议由监事会主席沈家湖先生召集、主持， 会议应出席监事三名，实际出席监事三名。 本次会议的召集、召开符合《中华人民共和国公司法》及有关法律、法规、规章、 规范性文件及《公司章程》的有关规定。 二、监事会会议审议情况 无锡隆盛科技股份有限公司 监事会 2025年8月18日 公司控股孙公司重庆隆盛茂茂新能源科技有限公司拟与重庆共享工业投资有限 公司签署《隆盛茂茂新能源汽车轻量化零部件生产基地项目合作协议书》，将在 ...

证券代码：300680 证券简称：隆盛科技 公告编号：2025-036 关于控股孙公司签订《隆盛茂茂新能源汽车轻量化零部件生产基地 项目合作协议书》暨对外投资的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、对外投资概述 （一）基本情况 为加快半总成产品模块化与轻量化发展，优化产能区域布局以精准匹配客户需 求，公司将整合资源、把握市场机遇，扩大新能源汽车重点市场覆盖，持续提升该 领域市场份额。无锡隆盛科技股份有限公司（以下简称"公司"）控股孙公司重庆隆 盛茂茂新能源科技有限公司（以下简称"隆盛茂茂"）拟与重庆共享工业投资有限公 司签署《隆盛茂茂新能源汽车轻量化零部件生产基地项目合作协议书》，将在重庆 市沙坪坝区投资建设"隆盛茂茂新能源汽车轻量化零部件生产基地项目"。项目总 投资约为2亿元，拟设立独立法人公司作为项目实施主体，开展新能源汽车驱动类零 部件、热管理、轻量化部件等产品的生产制造。 （二）审议和表决情况 公司已于2025年8月18日召开第五届董事会第八次会议、第五届监事会第八次会 议，审议通过《关于控股孙公司签订<隆盛茂茂新能源汽车轻量化零部件生 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The report highlights the significance of tactile sensors in optimizing Tesla's Optimus robotic hand, emphasizing that the engineering effort for the hand constitutes half of the overall development [16][18] - Vision-tactile technology is identified as a key method for enhancing robotic interaction with the physical world, providing high-resolution tactile information through optical imaging and tactile perception [5][18] - Domestic companies are rapidly catching up with international leaders in tactile technology, leveraging local supply chains and application scenarios [7][47] Summary by Sections Section 1: Vision-Tactile Sensing - Tactile sensors are crucial for the optimization of Tesla's Optimus robotic hand, which features 22 degrees of freedom and tactile sensors on all fingers [16][17] - Vision-tactile technology captures microscopic deformations during contact with objects, converting them into high-resolution tactile data, enabling robots to perform delicate operations [18][22] - The technology allows for the simultaneous perception of normal force, shear force, object pose, and texture, closely mimicking human tactile capabilities [33] Section 2: Domestic Companies Catching Up - GelSight is recognized as the global leader in vision-tactile sensors, with significant advancements made by domestic startups in material design and deep learning models [7][47] - Notable companies include: - **叠动科技 (Diedong Technology)**: Innovated the integration of MEMS technology with vision-tactile sensing, receiving strategic investment from 隆盛科技 (Longsheng Technology) [49][50] - **帕西尼 (Paxini)**: A leader in multi-dimensional tactile technology, has received over 100 million yuan in strategic investment from BYD [56][61] - **一目科技 (Yimu Technology)**: Developed the world's first full-stack tactile system designed for precise operations, supported by 松霖科技 (Songlin Technology) [62] Section 3: Investment Recommendations - Recommended stocks include 隆盛科技 (Longsheng Technology) as a beneficiary of the advancements in vision-tactile technology [8]