无锡隆盛科技股份有限公司 证券代码：300680 证券简称：隆盛科技 公告编号：2025-046 为完善无锡隆盛科技股份有限公司（以下简称"公司"）治理结构，根据《中华 人民共和国公司法》《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市 公司自律监管指引第 2 号——创业板上市公司规范运作》等法律法规、规范性文件以 及《公司章程》等相关规定，公司董事会设职工代表董事一名。公司于 2025 年 9 月 15 日召开 2025 年第一次职工代表大会，审议选举职工代表董事相关事项。 经与会职工代表认真审议，一致同意选举虞琦先生为公司第五届董事会职工代表 董事(简历附后)，其与公司现任的 7 名董事共同组成公司第五届董事会，任期自本次 职工代表大会审议通过之日起至第五届董事会任期届满之日止。本次选举完成后，公 司第五届董事会中独立董事人数未低于公司董事总数的三分之一，任职董事中兼任公 司高级管理人员的董事以及由职工代表担任的董事人数总计未超过公司董事总数的 二分之一，符合相关法律法规的要求。 无锡隆盛科技股份有限公司 董事会 关于选举产生第五届董事会职工代表董事的公告 本公司及董事会全体成员保证信息披露的内容 ...

Core Viewpoint - On September 15, 17 automotive companies, including BYD and Xiaomi Auto, publicly committed to a supplier payment term not exceeding 60 days, with detailed guidelines on the payment process, which has garnered significant attention [1][2]. Group 1: Payment Terms and Conditions - The new initiative specifies that suppliers should expect acceptance of goods to be completed within three working days after delivery [1]. - The 60-day payment term starts from the date the goods are delivered and accepted, with a maximum duration of 60 calendar days [1]. - For non-small and medium-sized enterprises with continuous supply (more than twice a month), a consolidated reconciliation method can be used, with the payment term starting from the reconciliation date [1]. Group 2: Payment Methods and Supplier Relationships - To avoid delays in payment due to price disagreements, the initiative suggests an initial payment based on the last supply contract price (at least 80%) or a predetermined development price (at least 50%) [2]. - The initiative encourages cash or bank acceptance bills as payment methods, particularly for small and medium-sized enterprises [2]. - The China Automotive Industry Association advocates for long-term stable relationships between manufacturers and suppliers, with contracts having a minimum validity of one year [2]. Group 3: Market Reaction - Following the announcement of the initiative, the automotive parts sector saw a positive market response, with several stocks, including Langbo Technology and Tianlong Shares, hitting the daily limit, while others like CATL and Meichen Technology rose nearly 10% [2].

Core Viewpoint - The automotive industry is experiencing significant growth driven by government policies aimed at stabilizing and enhancing the sector, particularly in smart and connected vehicles, with a focus on new energy vehicles and technological advancements [1][2]. Group 1: Industry Growth and Projections - The Ministry of Industry and Information Technology and other departments have released a plan targeting approximately 32.3 million vehicle sales in 2025, representing a year-on-year growth of about 3%, with new energy vehicle sales projected at 15.5 million units, a growth of around 20% [1]. - The plan aims for a stable growth trajectory in 2026, with improvements in industry scale and quality, and a manufacturing value-added growth of about 6% year-on-year [1]. Group 2: Policy Initiatives and Technological Advancements - The policy emphasizes the promotion of smart and connected vehicle trials, including conditional approval for L3 level vehicle production, and aims to enhance road safety and insurance regulations [2]. - There is a focus on accelerating breakthroughs in key technologies such as automotive chips, operating systems, artificial intelligence, and solid-state batteries, with the goal of developing new features that meet consumer demands [2]. Group 3: Investment Opportunities - The long-term growth logic for smart and connected vehicles is strengthening, presenting a valuation reshaping window for leading companies in the sector [3]. - Recommended companies in the smart and connected vehicle supply chain include BYD, SAIC Motor, Xpeng Motors, and others in various segments such as chip development, control systems, and solid-state batteries [3].

Group 1 - The humanoid robot concept stocks experienced a significant surge at the beginning of trading on September 12, with Wald increasing by over 15% [1] - Longsheng Technology and Guansheng Co., Ltd. both saw increases of over 7% [1] - Other companies such as Wolong Electric Drive, New Times, and Wuzhou New Spring also showed upward movement in their stock prices [1]

人形机器人概念股盘初冲高，沃尔德涨超10%，隆盛科技、冠盛股份涨超7%，卧龙电驱、新时达、五 洲新春纷纷上扬。 ...

Market Performance - The automotive parts sector increased by 1.73% on September 11, with Longsheng Technology leading the gains [1] - The Shanghai Composite Index closed at 3875.31, up 1.65%, while the Shenzhen Component Index closed at 12979.89, up 3.36% [1] Top Gainers in Automotive Parts Sector - Longsheng Technology (300680) closed at 52.56, up 10.98% with a trading volume of 244,400 shares and a turnover of 1.234 billion [1] - Dengyun Co., Ltd. (002715) closed at 24.09, up 10.00% with a trading volume of 125,500 shares and a turnover of 293 million [1] - New Spring Co., Ltd. (603179) closed at 69.15, up 8.64% with a trading volume of 356,600 shares and a turnover of 2.421 billion [1] Market Capital Flow - The automotive parts sector experienced a net outflow of 1.464 billion from institutional investors, while retail investors saw a net inflow of 2.209 billion [2][3] - The top stocks with significant net inflows from retail investors include New Spring Co., Ltd. (623.87 million) and Zhejiang Xiantong (623.87 million) [3] Notable Decliners - Huayang Transmission (839946) closed at 10.83, down 5.83% with a trading volume of 210,200 shares and a turnover of 227 million [2] - Wangcheng Technology (830896) closed at 23.87, down 4.14% with a trading volume of 57,900 shares and a turnover of 138 million [2]

Core Points - The controlling shareholder and actual controller of Longsheng Technology, Mr. Ni Maosheng, has pledged 2.11 million shares, accounting for 4.30% of his holdings and 0.93% of the company's total share capital [1] - Simultaneously, he has released the pledge on 5.24 million shares, which represents 10.67% of his holdings and 2.30% of the company's total share capital [1] - As of the date of this announcement, Mr. Ni Maosheng has a total of 2.11 million pledged shares, which is 4.30% of his holdings and 0.93% of the company's total share capital [1]

证券代码：300680 证券简称：隆盛科技 公告编号：2025-044 无锡隆盛科技股份有限公司 关于控股股东、实际控制人部分股份办理质押及解除质押的公告 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。 无锡隆盛科技股份有限公司（以下简称"公司"）于近日接到公司控股股东、实 际控制人之一倪茂生先生的通知，获悉倪茂生先生将其所持有的部分公司股份办理了 质押及解除质押业务，具体事项如下： 二、公司控股股东部分质押股份解除质押的基本情况 | | 是否为控股股 东及其一致行 | 本次解除质 押数量（股） | 占其所 持股份 | 占公司总 股本比例 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 动人 | | 比例 | | | | | | 倪茂生 | 是 | 5,240,000 | 10.67% | 2.30% | 2023/9/12 | 2025/9/9 | 广发证券股份有 限公司 | | 股东 名称 | | | | | | | | 上述解除质押股份的质押相关情况请参 ...

隆盛科技所属申万行业为：汽车-汽车零部件-底盘与发动机系统。所属概念板块包括：飞行汽车、氢能 源、汽车零部件、奇瑞汽车概念、机械等。 截至7月10日，隆盛科技股东户数2.25万，较上期减少1.15%；人均流通股7944股，较上期增加1.17%。 2025年1月-6月，隆盛科技实现营业收入12.24亿元，同比增长15.44%；归母净利润1.05亿元，同比增长 1.38%。 分红方面，隆盛科技A股上市后累计派现1.77亿元。近三年，累计派现1.14亿元。 9月10日，隆盛科技盘中上涨2.03%，截至13:02，报49.66元/股，成交3.37亿元，换手率3.95%，总市值 113.08亿元。 机构持仓方面，截止2025年6月30日，隆盛科技十大流通股东中，鹏华碳中和主题混合A（016530）位 居第二大流通股东，持股1085.62万股，相比上期增加328.66万股。永赢先进制造智选混合发起A （018124）位居第三大流通股东，持股586.25万股，相比上期增加258.43万股。前海开源嘉鑫混合A （001765）位居第八大流通股东，持股227.20万股，相比上期减少92.56万股。永赢低碳环保智选混合发 起A（ ...

Summary of Longsheng Technology Conference Call Industry and Company Overview - The conference call focuses on Longsheng Technology, a company in the automotive parts and robotics industry, highlighting its recent developments and market outlook [2][4][5]. Key Points and Arguments 1. **Robotics Hardware Performance**: From September to November, significant performance is expected in the robotics hardware sector, driven by orders from domestic robot companies, the listing of Yushu, and advancements from Tesla, Nvidia, and Foxconn [2][3]. 2. **Automotive Parts Demand**: Longsheng Technology is benefiting from the "Golden September and Silver October" sales peak, with strong orders for new models such as SAIC H5, Wanjie M7, and Tesla Model Y Long Version, indicating a clear upward trend in performance [2][5]. 3. **Harmonic Reducer Development**: Longsheng's subsidiary, Wuxi Weihan Intelligent, has made progress in the harmonic reducer field, developing a lightweight version that reduces weight by 30%-40% and plans to achieve a production capacity of 70,000 units by Q1 2026 [2][6]. 4. **Strategic Investment in Sensor Technology**: Longsheng strategically invested in Die Dong Technology, which developed a high-performance digital liquid sensor that won a Geneva Gold Award, indicating broad application prospects in robotics [2][9]. 5. **Expansion into Semi-Assembly Products**: The company is expanding from core components to semi-assembly products, increasing product value from 500-800 RMB to approximately 2000 RMB, enhancing customer engagement [4][12]. 6. **Sales Forecast**: Longsheng expects to achieve approximately 300 million RMB in revenue this year and over 400 million RMB next year, with a current valuation corresponding to a P/E ratio of 26-27 times [4][15]. 7. **Market Catalysts**: The upcoming months are expected to see multiple catalysts in the robotics sector, including new orders and advancements from key players, which will drive growth in the industry [3][16]. Additional Important Insights - **Collaborative Synergies**: Longsheng leverages its strong customer resources and capital investment to enhance Wuxi Weihan's competitiveness in the humanoid robot market [7][8]. - **Technological Integration**: The company aims to integrate software and hardware in humanoid robotics, enhancing its competitive edge in the market [10]. - **Commercial Aerospace Growth**: Longsheng has seen a doubling in its commercial aerospace sector, indicating potential new growth opportunities [15]. This summary encapsulates the key insights from the conference call, providing a comprehensive overview of Longsheng Technology's current position and future outlook in the automotive and robotics industries.