12月11日，长盛轴承大宗交易成交5.6万股，成交额395.47万元，占当日总成交额的0.95%，成交价70.62 元，较市场收盘价80.25元折价12%。 | 权益类证券大宗交易(协议交易) | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | 2025-12-11 | 300718 | 长盛轴承 | 70.62 | 5.60 | 395.47 机构专用 | | 浙商证券股份有限 公司嘉善阳光东路 证券营业部 | ...

| 权益类证券大宗交易(协议交易) | | | | | | | | 团 下载 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | | 2025-12-09 | 300718 | 长盛轴承 | 72.92 | 2.75 | 200.53 机构专用 | | 浙商证券股份有限 公司嘉善阳光东路 证券营业部 | | 12月9日，长盛轴承大宗交易成交2.75万股，成交额200.53万元，占当日总成交额的0.45%，成交价72.92 元，较市场收盘价82.86元折价12%。 ...

长盛轴承12月5日大宗交易平台共发生12笔成交，合计成交量118.33万股，成交金额8415.65万元。成交 价格均为71.12元，相对今日收盘价折价15.25%。从参与大宗交易营业部来看，机构专用席位共出现在 11笔成交的买方或卖方营业部中，合计成交金额为8114.81万元，净买入8114.81万元。 证券时报·数据宝统计显示，长盛轴承今日收盘价为83.92元，上涨3.84%，日换手率为6.10%，成交额为 9.77亿元，全天主力资金净流入3763.79万元，近5日该股累计上涨1.57%，近5日资金合计净流入535.97 万元。 两融数据显示，该股最新融资余额为7.33亿元，近5日增加911.25万元，增幅为1.26%。 12月5日长盛轴承大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘折 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 70.30 | 4999.74 | 71.12 | -15.25 | 机构专用 | ...

12月2日，长盛轴承盘中下跌2.02%，截至10:12，报82.45元/股，成交1.61亿元，换手率1.00%，总市值 246.34亿元。 资金流向方面，主力资金净流出702.28万元，特大单买入606.66万元，占比3.77%，卖出546.40万元，占 比3.39%；大单买入2459.05万元，占比15.27%，卖出3221.58万元，占比20.00%。 长盛轴承今年以来股价涨172.21%，近5个交易日涨1.22%，近20日跌2.26%，近60日跌10.27%。 机构持仓方面，截止2025年9月30日，长盛轴承十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股254.88万股，相比上期增加142.50万股。南方中证1000ETF（512100）位居第八大流通股 东，持股109.22万股，相比上期减少9600.00股。 责任编辑：小浪快报 长盛轴承所属申万行业为：机械设备-通用设备-金属制品。所属概念板块包括：轴承、丝杠、减速器、 人形机器人、富士康概念等。 截至9月30日，长盛轴承股东户数7.30万，较上期增加6.50%；人均流通股2655股，较上期减少6.11%。 2025年1月-9月，长盛 ...

证券日报网讯 11月19日晚间，长盛轴承发布公告称，公司于2025年11月19日召开职工代表大会，同意 选举姜彩萍女士为公司第五届董事会职工代表董事，任期自本次职工代表大会决议通过之日至第五届董 事会任期届满之日止。 （文章来源：证券日报） ...

证券代码：300718 证券简称：长盛轴承 公告编号：2025-067 浙江长盛滑动轴承股份有限公司 浙江长盛滑动轴承股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召开了 第五届董事会第九次会议，于 2025 年 11 月 13 日召开 2025 年第二次临时股东大会，审 议通过了《关于调整董事会席位及修订<公司章程>并办理工商登记的议案》，对《公司 章程》的部分条款进行修改和完善。根据修订后的《公司章程》，公司董事会席位由 7 名调整为 9 名，增加的 2 名董事为 1 名非独立董事、1 名职工代表董事，独立董事人数 保持 3 名不变。职工代表董事由公司职工代表大会选举产生。 根据《中华人民共和国公司法》《公司章程》等有关规定，公司于 2025 年 11 月 19 日召开职工代表大会，经与会职工代表表决通过，同意选举姜彩萍女士为公司第五届董 事会职工代表董事，任期自本次职工代表大会决议通过之日至第五届董事会任期届满之 日止。 本次选举完成后，兼任公司高级管理人员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，符合相关法律法规及《公司章程》的规定。 特此公告。 浙江长盛滑 ...

Core Viewpoint - Yushu Technology Co., Ltd. plans to submit its IPO application in Q4 2025, marking a significant milestone as the first profitable humanoid robot company globally, which is expected to attract attention to the entire humanoid robot industry chain [1] Shareholding/Investment - Juxing Technology holds shares in Yushu Technology through its subsidiary, ensuring clear equity investment and direct asset appreciation [3] - Jing Shan Light Machine participated in Yushu's early investment through an industrial investment fund, though specific shareholding ratios are not disclosed [3] - Shoukai Co., Ltd. indirectly holds approximately 0.85% of shares through the Jinshi Growth Fund, indicating a relatively high indirect shareholding among A-share listed companies [3] - Jinfat Technology holds 4.77% indirectly through the Jinshi Growth Fund and is a leading chemical materials company with over 60% market share in robot shell materials, reporting a 35.5% revenue growth in H1 2025 [3] - Wolong Electric Drive holds 0.1525% indirectly and has seen a 36.76% net profit increase in H1 2025, with a gross margin of 28% [3] - Other companies like Jingxing Paper and Rongsheng Environmental Protection hold minor indirect stakes, primarily for financial investment [3][4] Core Suppliers - Zhongdali De is the core supplier of planetary reducers, with orders locked at 3.2 billion yuan for 2025, accounting for 36% of Yushu's costs [6] - Changsheng Bearings exclusively supplies self-lubricating bearings with over 80% penetration, expecting 8% of its revenue from robot business in 2025 [6] - Aobi Zhongguang is the sole supplier of 3D vision modules, with a supply ratio of 72% and a doubling of revenue in H1 2025 [6] - Lide Technology provides flexible tactile sensors, breaking the monopoly of Korean companies [6] - Weilan Lithium Core is the core supplier of lithium batteries for Yushu, with an expected 60% supply ratio in 2024 [6] Technical Cooperation Partners - iFLYTEK collaborates on developing the "robot brain," with a leading position in voice recognition and a planned R&D investment of 2.392 billion yuan in 2025 [8] - Lingyun Optical is jointly developing the FZMotion motion capture system, achieving high precision and expected stock price growth of over 200% in 2025 [8] - Zhongke Chuangda provides motion control algorithms and holds 1.86% of shares, with strong adaptability in edge computing modules [8] - Other partners include Shuanglin Co., Ltd. and Shengtong Co., Ltd., focusing on various components and educational collaborations in robotics [8][9]

Group 1 - Duopule plans to reduce its shareholding by no more than 1%, amounting to a maximum of 619,000 shares [1] - Lideman intends to acquire 70% of Xiansheng Xiangrui for 1.733 billion yuan, focusing on tuberculosis screening and diagnosis [2] - Huahuan Group is planning a change in control, leading to a temporary suspension of its stock [3] Group 2 - Dongbai Group clarifies it does not engage in duty-free business, maintaining normal operations [4][5] - Changsheng Bearing's actual controller plans to reduce holdings by up to 1.99%, equating to 5.94 million shares [6][7] - Jidian plans to invest 5.698 billion yuan in the Baicheng Phase II coal power project, a key initiative under the national "14th Five-Year Plan" [9][10] Group 3 - Baoneng New Energy reports completion of land-based works for the expansion of the Lufeng Qiaohai Bay Power Plant [11][12] - Changshu Bank proposes to appoint Lu Dingchang as the new president and chief compliance officer [13][14] - Kangqiang Electronics plans to reduce its shareholding by no more than 1%, totaling up to 3.7526 million shares [14] Group 4 - Jilin Chemical Fiber intends to reduce its holdings by up to 2%, equating to 49.1774 million shares [15][16] - CanSino's inhaled tuberculosis vaccine has commenced Phase I clinical trials in Indonesia [17][18] - ST Dongyi's stock has been suspended for review due to significant price fluctuations [19] Group 5 - ST Yatai plans to reduce its holdings by up to 1.98%, totaling 6.4 million shares [20] - Huaren Pharmaceutical intends to reduce its holdings by up to 3%, equating to 35.4663 million shares [21] - Jianglong Shipbuilding's controlling shareholder plans to reduce holdings by up to 2%, amounting to 7.5534 million shares [22] Group 6 - Borui Pharmaceutical's BGM1812 injection has received approval for clinical trials targeting overweight or obesity [23][24] - ST Zhongzhu announces the transfer of 10.38% of its shares, totaling approximately 403 million yuan [25][26] - Shenzhou Digital plans to establish an employee stock ownership plan with a maximum fundraising of 360 million yuan [27][28] Group 7 - Kaichuang Electric plans to establish a joint research center with Tsinghua University, focusing on embodied intelligence [29] - Daming City intends to acquire 19.43% of Baicaibang for 694 million yuan, specializing in communication solutions [29]

Core Viewpoint - Longsheng Bearing has announced a significant share reduction plan by a major shareholder, indicating potential liquidity needs amidst a backdrop of strong stock performance driven by the robotics sector [1][2]. Shareholder Reduction Plans - Major shareholder Sun Weiqing, holding 14.91% of the company, plans to reduce holdings by up to 5.94 million shares, representing 1.99% of total shares, through block trading within one month after the announcement [1][2]. - This follows a recent reduction by Vice Chairman Lu Xiaolin, who sold 1.47 million shares between late September and mid-October [1][3]. Stock Performance and Market Context - Longsheng Bearing's stock has surged over 160% this year, making it a notable "bull stock" in the A-share market, largely attributed to the robotics concept [2]. - The stock price reached a historical high of 118 yuan per share in February 2024, reflecting strong market interest [3]. Financial Performance - In Q3 2025, Longsheng Bearing reported revenue of 317 million yuan, a year-on-year increase of 13.86%, and a net profit of 61.73 million yuan, up 14.83% [4]. - For the first three quarters of 2025, total revenue was 935 million yuan, with a net profit of 188 million yuan, showing growth of 11.97% and 11.01% respectively [4]. Growth Challenges - Despite positive Q3 results, the company has faced declining revenue growth rates over recent years, with 2022 to 2024 growth rates at 8.77%, 3.18%, and 2.89% respectively [5]. - In 2024, the company experienced a situation of revenue growth without profit increase, with revenue of 1.137 billion yuan but a net profit decline of 5.43% to 229 million yuan [5]. Strategic Initiatives - Longsheng Bearing is exploring new market opportunities, particularly in the robotics sector, where bearings are essential components [6]. - The company is collaborating with multiple robotics manufacturers and suppliers, focusing on self-lubricating bearings for robotic joints, although current contributions to revenue remain minimal [6].

Core Viewpoint - Longsheng Bearing has announced a significant share reduction plan by a major shareholder, which comes amid a backdrop of strong stock performance driven by the robotics sector, but also highlights ongoing concerns about the company's long-term growth prospects [1][2][5]. Shareholder Reduction Plans - Major shareholder Sun Weiqing, holding 14.91% of Longsheng Bearing, plans to reduce holdings by up to 5.94 million shares, representing 1.99% of the total share capital, through block trading within one month after the announcement [1][2]. - This follows a previous reduction by Vice Chairman Lu Xiaolin, who sold 1.47 million shares between late September and mid-October [1][3]. Stock Performance and Market Sentiment - Longsheng Bearing's stock has surged over 160% this year, making it a notable "bull stock" in the A-share market, largely attributed to the human-robot concept [2]. - The stock price reached a historical high of 118 yuan per share in February 2024, reflecting strong market interest [3]. Financial Performance - In Q3 2025, Longsheng Bearing reported revenue of 317 million yuan, a year-on-year increase of 13.86%, and a net profit of 61.73 million yuan, up 14.83% [4]. - For the first three quarters of 2025, total revenue was 935 million yuan, with a net profit of 188 million yuan, showing growth of 11.97% and 11.01% respectively [4]. Growth Challenges - Despite positive Q3 results, Longsheng Bearing has faced declining revenue growth rates over recent years, with 2022 to 2024 growth rates of 8.77%, 3.18%, and 2.89% respectively [5]. - In 2024, the company experienced a situation of revenue growth without profit increase, with revenue of 1.137 billion yuan but a net profit decline of 5.43% to 229 million yuan [5]. Strategic Initiatives - Due to sluggish growth in its traditional business, Longsheng Bearing is focusing on expanding into new markets, particularly in the robotics sector, where it is collaborating with various manufacturers [6]. - The company has signed agreements with Yushu Technology for the development of self-lubricating bearings for robotic joints, although this segment currently contributes less than 1% to overall revenue [6].