Accessible version Greater China Industrials China humanoid robot & EV supply chain tour takeaways Auto/EV OEMs & supply chain: eyes on demand/costs The weak auto/EV sales trend is extendng into January, given EV purchase tax subsidy has been cut and trade-in subsidy has not been fully in place yet. In light of this, Chery plans new model launches after Lunar New Year in February. Impacts from recent BOM costs hike is another key question: Chery estimates c. RMB4.5-5k BOM costs increase for EV models, facto ...

Group 1 - The stock price of Changsheng Bearing dropped by 5.02% to 82.05 CNY per share, with a trading volume of 814 million CNY and a turnover rate of 5.01%, resulting in a total market capitalization of 24.515 billion CNY [1] - Changsheng Bearing, established on June 14, 1995, and listed on November 6, 2017, specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers [1] - The revenue composition of Changsheng Bearing includes: 48.26% from metal-plastic polymer self-lubricating rolled bearings, 25.44% from bimetal boundary lubricated rolled bearings, 23.51% from metal-based self-lubricating bearings, and 2.79% from other sources [1] Group 2 - Among the top ten circulating shareholders of Changsheng Bearing, a fund under Southern Fund holds a position, specifically the Southern CSI 1000 ETF (512100), which reduced its holdings by 9,600 shares to 1.0922 million shares, representing 0.56% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 78.996 billion CNY and has achieved a year-to-date return of 11.52%, ranking 1478 out of 5580 in its category, with a one-year return of 47.26%, ranking 1699 out of 4271 [2]

证券日报网1月20日讯，长盛轴承（300718）在接受调研者提问时表示，公司目前产能利用率处于正常 水平，部分产品的扩产项目正在有序推进中，产能不会成为业务发展的瓶颈。 ...

证券日报网1月20日讯，长盛轴承（300718）在接受调研者提问时表示，公司目前所有产能均位于国 内，产品以出口方式供应全球市场。得益于部分产品重量轻、体积小的特点，运输成本可控，当前模式 能有效满足海外客户需求。 ...

证券日报网1月20日讯，长盛轴承（300718）在接受调研者提问时表示，公司应用在核电领域的产品为 金属基自润滑轴承，核电用自润滑轴承具有高承载、自润滑、耐高温高湿、耐辐照、免维护的特点，产 品寿命可与机组生命周期同步，实现全周期免更换，并已经通过中国核能协会鉴定，达到国际先进水 平。公司核电客户为国家电力投资集团有限公司，并正积极拓展更多客户资源。 ...

证券日报网1月20日讯 ，长盛轴承在接受调研者提问时表示，公司产品主要应用在工程机械的挖掘机、 铺路机、分类机、混凝土机及叉车等的运输设备。公司为客户提供了可靠的综合解决方案，产品具有低 噪音、长寿命、高载荷的特性，可以有效适应矿山、野外等恶劣工况。公司的竞争优势在于深厚的技术 积累、稳定的产品质量以及与全球主流主机厂建立的长期战略合作关系。未来，公司将通过持续的材料 与工艺创新，巩固在该领域的领先地位。 （文章来源：证券日报） ...

|  投资者关系 | 特定对象调研 □分析师会议 □媒体采访 | | --- | --- | | 活动类别 | □业绩说明会 □新闻发布会 □路演活动 | | | □现场参观 □其他 （请文字说明其他活动内容） | | | Ai-Squared Management Limited Channing Li，Aspex Management | | | (HK) Limited Lewis Yang，Aspoon Capital Limited Tony Wang， | | | Broad Peak Investment Advisers PTE Ltd Amy Xiong，CPPIB Vennie | | | Kang，DE Shaw & Co LP Yongyan Zhu，Everflow Investment Management | | | Limited Richard Lu，ForwardEdge Investment Limited Patrick Huo， | | | HSBC Global Asset Management (HongKong) Limited Caroline | | 参与 ...

Group 1 - The core viewpoint of the news is that Changsheng Bearing has shown positive financial performance and trading activity, with a notable increase in stock price and trading volume on January 16 [1] - On January 16, Changsheng Bearing's stock price increased by 2.33%, with a trading volume of 838 million yuan. The net financing purchase on that day was 13.58 million yuan, with a total financing and securities balance of 796 million yuan [1] - As of January 16, the financing balance of Changsheng Bearing was 794 million yuan, accounting for 3.17% of its circulating market value [1] Group 2 - As of September 30, the number of shareholders of Changsheng Bearing increased to 73,000, a rise of 6.5%, while the average circulating shares per person decreased by 6.11% to 2,655 shares [2] - For the period from January to September 2025, Changsheng Bearing achieved an operating income of 935 million yuan, representing a year-on-year growth of 11.97%, and a net profit attributable to the parent company of 188 million yuan, up by 11.01% [2] - Since its A-share listing, Changsheng Bearing has distributed a total of 747 million yuan in dividends, with 394 million yuan distributed in the last three years [3] Group 3 - As of September 30, 2025, among the top ten circulating shareholders of Changsheng Bearing, Hong Kong Central Clearing Limited was the fifth largest shareholder, increasing its holdings by 1.425 million shares to 2.5488 million shares [3] - The Southern CSI 1000 ETF ranked as the eighth largest circulating shareholder, reducing its holdings by 9,600 shares to 1.0922 million shares [3]

证券代码：300718 证券简称：长盛轴承 公告编号：2026-001 浙江长盛滑动轴承股份有限公司 关于实际控制人的一致行动人减持股份计划 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 浙江长盛滑动轴承股份有限公司（以下简称"公司"）于 2025 年 11 月 13 日披露 了《关于实际控制人的一致行动人减持股份的预披露公告》（公告编号：2025-066）， 孙薇卿女士计划自公告披露之日起十五个交易日后的一个月内，即 2025 年 12 月 5 日至 2026 年 1 月 4 日期间，通过大宗交易方式减持公司股份不超过 5,940,000 股，占公司股 份总数的 1.99%，占已剔除公司回购专用证券账户中的股份数量后的公司股份总数的 2.00%。 公司于 2025 年 12 月 22 日在巨潮资讯网（www.cninfo.com.cn）披露了《关于实际 控制人的一致行动人权益变动触及 1%及 5%整数倍暨权益变动的提示性公告》（公告编 号：2025-068），孙薇卿女士于 2025 年 12 月 5 日至 2025 年 12 月 22 日期间，通过大 宗交易方式减持公司股份 2,471 ...

Summary of Key Points Core Viewpoint - As of December 30, the total market financing balance reached 2.54 trillion yuan, reflecting a slight increase from the previous trading day, indicating ongoing investor interest in the market [1]. Financing Balances - The financing balance for the Shanghai Stock Exchange was 1.28 trillion yuan, up by 43.20 million yuan, while the Shenzhen Stock Exchange saw a decrease of 6.16 million yuan to 1.25 trillion yuan. The Beijing Stock Exchange's financing balance decreased by 2.17 million yuan to 79.91 million yuan [1]. Individual Stock Performance - On December 30, 1,835 stocks received net financing purchases, with 508 stocks having net purchases exceeding 10 million yuan. Notably, 37 stocks had net purchases over 100 million yuan, with C Qiang Yi leading at 549.13 million yuan [1][2]. - Other significant net purchases included Sanhua Intelligent Controls at 376.82 million yuan and Zhaoyi Innovation at 265.87 million yuan [2]. Industry Analysis - The industries with the highest concentration of stocks receiving net financing purchases over 100 million yuan were electronics, machinery, and defense, with 11, 5, and 3 stocks respectively [1]. - The distribution of large net purchase stocks included 23 from the main board, 9 from the ChiNext board, and 5 from the Sci-Tech Innovation board [1]. Financing Balance to Market Value Ratio - The average ratio of financing balance to market value for stocks with significant net purchases was 4.78%. C Qiang Yi had the highest ratio at 9.98%, followed by Dianguang Media at 9.51% and Xichuang Data at 8.38% [2].