Market Overview - The low-altitude economy sector increased by 1.77% compared to the previous trading day, with Zhenyu Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Notable gainers in the low-altitude economy sector included: - Nongyu Technology (300953) with a closing price of 178.03, up 11.28% and a trading volume of 100,500 shares, totaling 1.716 billion yuan [1] - Guangdian Jigu (002967) closed at 20.97, up 10.02% with a trading volume of 256,900 shares, totaling 518 million yuan [1] - Huajian Group (600629) closed at 33.85, up 10.01% with a trading volume of 849,400 shares, totaling 2.737 billion yuan [1] - New Clean Energy (605111) closed at 40.13, up 10.01% with a trading volume of 920,300 shares, totaling 3.651 billion yuan [1] Capital Flow - The low-altitude economy sector experienced a net outflow of 27.7962 million yuan from institutional investors, while retail investors saw a net inflow of 785 million yuan [2] - The capital flow for specific stocks showed: - Chang'an Automobile (000625) had a net inflow of 651 million yuan from institutional investors, while retail investors had a net outflow of 386 million yuan [3] - New Clean Energy (605111) had a net inflow of 650 million yuan from institutional investors, with retail investors experiencing a net outflow of 270 million yuan [3] - Siwei Tuxin (002405) had a net inflow of 158 million yuan from institutional investors, while retail investors had a net outflow of 983 million yuan [3]

Core Viewpoint - The A-share market experienced a strong rally, particularly in sectors related to humanoid robots, automotive complete vehicles, and automotive parts, indicating a potential shift in investment focus towards these areas [1]. Group 1: Market Performance - As of 13:39, the automotive parts ETF (562700) rose by 3.42%, leading the market among ETFs, with major holdings like Changying Precision increasing over 14% [1]. - Notable stocks such as Sanhua Intelligent Control and Wuzhou New Spring hit the daily limit, while Xinzhi Group rose over 9% [1]. Group 2: Industry Trends - Humanoid robots and smart vehicles share significant commonalities in both hardware and software, leading automotive parts companies to increase their investments in robotics [1]. - The automotive parts sector is expected to benefit from humanoid robots becoming a "second curve" for automotive components, potentially breaking through existing market ceilings [1]. Group 3: Policy Implications - Hu Long Securities anticipates the implementation of "anti-involution" policies in the automotive industry, which could improve the passenger vehicle market ecosystem [1]. - Proposed policies may focus on price reduction promotions, dealer inventory checks, control of new domestic production capacity, and strict monitoring of supplier payment terms, which could alleviate the competitive pressure seen in the passenger vehicle market over the past three years [1].

10月15日，隆盛科技涨5.32%，截至发稿，报54.80元/股，成交4.35亿元，换手率4.64%，总市值124.79 亿元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，摩根士丹利基金旗下1只基金重仓隆盛科技。大摩基础行业混合（233001）二季度持有股数 3.09万股，占基金净值比例为2.93%，位居第十大重仓股。根据测算，今日浮盈赚取约8.56万元。 大摩基础行业混合（233001）成立日期2004年3月26日，最新规模3996.51万。今年以来收益25.36%，同 类排名3254/8161；近一年收益22.34%，同类排名3505/8015；成立以来收益149.18%。 大摩基础行业混合（233001）基金经理为陈修竹。 截至发稿，陈修竹累计任职时间2年231天，现任基金资产总规模1.8亿元，任职期间最佳基金回报 15.92%， 任职期间最差基金回报-22.57%。 责任编辑：小浪快报 资料显示，无锡隆盛科技股份有限公司位于无锡市新吴区珠江路99号 ...

10月14日，隆盛科技跌5.02%，截至发稿，报53.76元/股，成交5.54亿元，换手率5.71%，总市值122.42 亿元。隆盛科技股价已经连续4天下跌，区间累计跌幅12.79%。 资料显示，无锡隆盛科技股份有限公司位于无锡市新吴区珠江路99号，成立日期2004年6月16日，上市 日期2017年7月25日，公司主营业务涉及发动机废气再循环（EGR）系统板块、新能源板块和精密零部 件板块。主营业务收入构成为：其他62.71%，EGR产品及喷射系统37.29%。 从基金十大重仓股角度 数据显示，金鹰基金旗下1只基金重仓隆盛科技。金鹰产业升级混合A（012541）二季度减持29.31万 股，持有股数92.14万股，占基金净值比例为4.24%，位居第八大重仓股。根据测算，今日浮亏损失约 261.68万元。连续4天下跌期间浮亏损失764.78万元。 金鹰产业升级混合A（012541）基金经理为倪超。 截至发稿，倪超累计任职时间10年129天，现任基金资产总规模30.16亿元，任职期间最佳基金回报 156.51%， 任职期间最差基金回报-17.32%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何 ...

证券日报网讯 10月13日晚间，隆盛科技发布公告称，公司于2025年8月28日召开第五届董事会第九次会 议、2025年9月15日召开2025年第一次临时股东大会，审议通过了《关于变更注册资本、调整组织架构 并修订的议案》。近日，公司完成了相关工商变更登记手续，收到无锡市数据局出具的《登记通知 书》。公司的注册资本变更已经核准，公司注册资本由23，102.4278万元整变更为22，771.6078万元 整。同时，《公司章程》以及新增职工代表董事已经备案。目前，公司已取得无锡市数据局换发的《营 业执照》。 （文章来源：证券日报） ...

关于完成工商变更登记并换发营业执照的公告 证券代码：300680 证券简称：隆盛科技 公告编号：2025-048 无锡隆盛科技股份有限公司 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。 无锡隆盛科技股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召开第五 届董事会第九次会议、2025 年 9 月 15 日召开 2025 年第一次临时股东大会，审议通过 了《关于变更注册资本、调整组织架构并修订<公司章程>的议案》，具体内容详见公 司于 2025 年 8 月 29 日、2025 年 9 月 15 日在巨潮资讯网（http://www.cninfo.com.cn） 披露的相关公告。 6、注册资本：22,771.6078 万元整 7、成立日期：2004 年 06 月 16 日 8、经营范围：汽车零部件的开发、生产、销售、技术服务；通用机械、电气机 械及器材、仪器仪表、通信设备（不含卫星电视广播地面接收设施和发射装置）及电 子产品、五金交电、建筑用材料、装饰装修材料的销售。（依法须经批准的项目，经 相关部门批准后方可开展经营活动） 许可项目：货物进出 ...

Market Overview - The automotive thermal management sector declined by 1.86%, ranking among the top declines in concept sectors as of the market close on October 13 [1] - Within this sector, companies such as Hengshuai Co., Zhejiang Rongtai, and Jingwei Hengrun experienced significant declines, while 18 stocks saw price increases, with Hunan Tianyan, Changying Tong, and Keda Guochuang leading with gains of 6.67%, 6.55%, and 4.51% respectively [1] Concept Sector Performance - The top-performing concept sectors included Rare Earth Permanent Magnets with a gain of 6.92%, and Military Equipment Restructuring Concept with a gain of 3.51% [2] - The automotive thermal management sector was among the laggards, with a decline of 1.86%, alongside other sectors like AI PC and Decelerators [2] Capital Flow Analysis - The automotive thermal management sector saw a net outflow of 1.94 billion yuan, with 91 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 100 million yuan [2] - The leading stock for net outflow was Sanhua Intelligent Control, with a net outflow of 354 million yuan, followed by Top Group and Huagong Technology with outflows of 251 million yuan and 222 million yuan respectively [2] Notable Stocks in Automotive Thermal Management - Key stocks with significant net outflows included: - Sanhua Intelligent Control: -5.23% with a turnover rate of 5.92% and a net outflow of 353.60 million yuan - Top Group: -4.97% with a turnover rate of 3.39% and a net outflow of 251.08 million yuan - Huagong Technology: -3.19% with a turnover rate of 6.05% and a net outflow of 222.13 million yuan [3][4] Stocks with Positive Capital Inflows - Stocks with notable net inflows included: - Midea Group: 3.59 billion yuan - Feirongda: 57.68 million yuan - Sixuan New Materials: 53.25 million yuan [2][6]

证券日报网讯 9月25日晚间，隆盛科技发布公告称，公司于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的议案》。项目总投资约为2亿元，控 股孙公司重庆隆盛茂茂新能源科技有限公司（简称"隆盛茂茂"）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。近日，上述独立法人公司 系公司控股孙公司隆盛茂茂的全资子公司，其已办理完成工商注册登记手续，并取得了重庆市沙坪坝区 市场监督管理局核发的《营业执照》。 （编辑 任世碧） ...

证券代码：300680 证券简称：隆盛科技 公告编号：2025-047 二、对外投资进展 近日，上述独立法人公司系公司控股孙公司隆盛茂茂的全资子公司，其已办理完 成工商注册登记手续，并取得了重庆市沙坪坝区市场监督管理局核发的《营业执照》， 主要内容如下： 1、公司名称：重庆茂笙新能源科技有限公司 5、成立日期：2025年9月25日 6、法定代表人：闫政 无锡隆盛科技股份有限公司 关于对外投资进展暨取得营业执照的公告 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 无锡隆盛科技股份有限公司（以下简称"公司"）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产基地项目合作协议书>的议案》。项目总投资约 为2亿元，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。具体内容详见于2025年8月18日披露在巨潮资讯网（w ww.cninfo.com. ...

Core Viewpoint - Longsheng Technology's stock has shown significant growth this year, with a year-to-date increase of 156.73% as of September 22, 2023, indicating strong market performance and investor interest [1][2]. Financial Performance - For the first half of 2025, Longsheng Technology reported revenue of 1.224 billion yuan, a year-on-year increase of 15.44%, and a net profit attributable to shareholders of 105 million yuan, up 1.38% compared to the previous year [2]. - Cumulative cash dividends since the company's A-share listing amount to 177 million yuan, with 114 million yuan distributed over the past three years [2]. Stock Market Activity - As of September 22, 2023, Longsheng Technology's stock price reached 61.01 yuan per share, with a trading volume of 474 million yuan and a turnover rate of 4.48%, resulting in a total market capitalization of 13.893 billion yuan [1]. - The stock has experienced a recent net outflow of 21.76 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of July 10, 2025, the number of shareholders for Longsheng Technology was 22,500, a decrease of 1.15% from the previous period, while the average number of circulating shares per person increased by 1.17% to 7,944 shares [2]. - Notable institutional shareholders include Penghua Carbon Neutral Theme Mixed A and Yongying Advanced Manufacturing Smart Selection Mixed Fund, which have increased their holdings [2]. Business Overview - Longsheng Technology, established on June 16, 2004, and listed on July 25, 2017, operates in the engine exhaust gas recirculation (EGR) system, new energy, and precision components sectors [1]. - The company's revenue composition includes 62.71% from other segments and 37.29% from EGR products and injection systems [1].