Market Overview - The Shanghai Composite Index fell by 0.30% on September 19, with 16 out of the 28 sectors rising, led by coal and non-ferrous metals, which increased by 1.97% and 1.19% respectively. The automotive and pharmaceutical sectors saw the largest declines, down by 1.94% and 1.41% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 58.733 billion yuan, with 8 sectors seeing net inflows. The non-ferrous metals sector led with a net inflow of 872 million yuan, followed by the media sector with a 0.49% increase and a net inflow of 692 million yuan [1] - A total of 23 sectors experienced net outflows, with the computer sector leading at 10.723 billion yuan, followed by the automotive sector with an outflow of 7.929 billion yuan. Other sectors with significant outflows included machinery, electrical equipment, and pharmaceuticals [1] Machinery Sector Performance - The machinery sector declined by 0.60%, with a net outflow of 7.793 billion yuan. Out of 530 stocks in this sector, 131 rose, 5 hit the daily limit up, while 390 fell, with 5 hitting the daily limit down [2] - Within the machinery sector, 153 stocks saw net inflows, with 5 stocks exceeding 100 million yuan in net inflow. The top stock was Shanhe Intelligent, with a net inflow of 442 million yuan, followed by Huagong Technology and Sany Heavy Industry with inflows of 269 million yuan and 249 million yuan respectively [2] - The sector also had 26 stocks with net outflows exceeding 100 million yuan, led by Julun Intelligent, with an outflow of 735 million yuan, followed by Yingweike and Changsheng Bearing with outflows of 516 million yuan and 439 million yuan respectively [3] Top Gainers in Machinery Sector - The top gainers in the machinery sector included: - Shanhe Intelligent: +10.00%, turnover rate 24.24%, net inflow 441.59 million yuan - Huagong Technology: +4.05%, turnover rate 9.87%, net inflow 268.59 million yuan - Sany Heavy Industry: +5.29%, turnover rate 1.71%, net inflow 248.63 million yuan [2] Top Losers in Machinery Sector - The top losers in the machinery sector included: - Julun Intelligent: -6.41%, turnover rate 20.49%, net outflow -734.81 million yuan - Yingweike: -4.66%, turnover rate 8.34%, net outflow -516.39 million yuan - Changsheng Bearing: -7.40%, turnover rate 12.33%, net outflow -438.93 million yuan [3]

Group 1 - The core viewpoint of the news is that Changsheng Bearing experienced a decline of 5.1% in its stock price, reaching 96.02 CNY per share, with a trading volume of 307 million CNY and a turnover rate of 1.64%, resulting in a total market capitalization of 28.689 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's main business 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 supplementary products [1] Group 2 - Among the top ten circulating shareholders of Changsheng Bearing, a fund under Southern Fund, the Southern CSI 1000 ETF (512100), entered the top ten in the second quarter, holding 1.1018 million shares, which accounts for 0.57% of the circulating shares [2] - The estimated floating loss for the Southern CSI 1000 ETF today is approximately 5.6853 million CNY [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 64.953 billion CNY, achieving a year-to-date return of 26.83% and a one-year return of 71.65% [2]

Group 1 - The company has existing products applied in Tesla vehicles, indicating a current business relationship [2] - There is currently no collaboration in the field of humanoid robots, but the company is actively exploring opportunities for future cooperation with Tesla in this area [2]

Group 1 - The company, Changsheng Bearing, has engaged in business and technical collaborations with several domestic parties in the robotics industry chain [1] - Some products related to robotic components have achieved small-scale production and sales [1] - The revenue from these robotic component products constitutes a low percentage of the company's main business income, accounting for less than 1% [1]

证券代码：300718 证券简称：长盛轴承 公告编号：2025-049 浙江长盛滑动轴承股份有限公司 2025 年第一次临时股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东大会未出现否决议案的情形。 2、现场会议召开地点：浙江省嘉兴市嘉善县惠民街道鑫达路 6 号公司五楼 会议室。 3、会议召开方式：本次股东大会采用现场表决与网络投票相结合的方式召 开。 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 （一）会议召开情况 1、会议召开时间 （1）现场会议召开时间：2025 年 9 月 18 日（星期四）14:30。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为： 2025 年 9 月 18 日（星期四）9:15～9:25，9:30～11:30 和 13:00～15:00；通过 互联网投票系统投票的具体时间为：2025 年 9 月 18 日（星期四）9:15 至 15:00 期间的任意时间。 4、会议召集人：公司董事会。 5、现场会议主持人：董事长孙志华先生。 6、会议召 ...

上海市徐汇区淮海中路 1010 号嘉华中心 45 层 邮政编码 200031 电话: (86-21) 5404 9930 传真: (86-21) 5404 9931 关于浙江长盛滑动轴承股份有限公司 2025 年第一次临时股东大会的法律意见书 致：浙江长盛滑动轴承股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）以及中国证券监 督管理委员会颁布的《上市公司股东会规则》（以下简称"《股东会规则》"）的 规定，北京市竞天公诚律师事务所上海分所（以下简称"本所"）指派律师对浙江 长盛滑动轴承股份有限公司（以下简称"公司"）2025年第一次临时股东大会（以 下简称"本次股东大会"）进行见证，并就本次股东大会的召集和召开程序、召集 人资格与出席会议人员资格、表决程序与表决结果发表法律意见。 为出具本法律意见，本所律师审查了《浙江长盛滑动轴承股份有限公司第五 届董事会第八次会议决议公告》《浙江长盛滑动轴承股份有限公司第五届监事会 第八次会议决议公告》《浙江长盛滑动轴承股份有限公司关于召开2025年第一次 临时股东大会的通知》以及本所律师认为必要的其他文件和资料，同时审查了出 席现场会议股东的身份和资格、 ...

Group 1 - The company, Changsheng Bearing (300718.SZ), focuses on the research, production, and sales of self-lubricating bearings and high-performance polymers [1] - Main products include self-lubricating bearings, high-performance modified engineering plastics, and fluoroplastics [1] - Products are widely used in industries such as automotive, construction machinery, robotics, and energy [1] Group 2 - The company has not obtained qualifications for the military industry [1] - Future strategic layout will be determined based on actual development conditions [1]

Group 1 - The company, Changsheng Bearing (300718.SZ), has established business or technical collaborations with several domestic parties in the robotics industry chain [1] - Some products related to robotics components have achieved small-scale production and sales, although the revenue from these products constitutes a low percentage (less than 1%) of the company's main business revenue [1]

Core Viewpoint - Changsheng Bearing has shown significant stock performance with a year-to-date increase of 231.99%, indicating strong market interest and potential growth in the mechanical equipment sector [1][2]. Group 1: Stock Performance - As of September 18, Changsheng Bearing's stock price reached 101.11 CNY per share, with a trading volume of 5.01 billion CNY and a market capitalization of 30.21 billion CNY [1]. - The stock has experienced a 2.07% increase during the trading session, with a recent 5-day increase of 8.25%, 20-day increase of 4.74%, and a 60-day increase of 43.42% [1]. - The company has appeared on the "Dragon and Tiger List" seven times this year, with the most recent net purchase of 383 million CNY on July 21 [1]. Group 2: Financial Performance - For the first half of 2025, Changsheng Bearing reported a revenue of 618 million CNY, reflecting a year-on-year growth of 11.03%, and a net profit attributable to shareholders of 126 million CNY, up 9.22% year-on-year [2]. - The company has distributed a total of 697 million CNY in dividends since its A-share listing, with 344 million CNY distributed over the past three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Changsheng Bearing was 68,500, a decrease of 13.36% from the previous period, while the average number of circulating shares per shareholder increased by 15.42% to 2,828 shares [2]. - Notable changes in institutional holdings include Hong Kong Central Clearing Limited as the ninth largest shareholder, reducing its holdings by 1.28 million shares, while Southern CSI 1000 ETF entered as a new shareholder with 1.10 million shares [3].

Group 1 - The company reported that revenue from humanoid robots accounted for less than 1% of its total revenue in the first quarter [2] - The company confirmed that the revenue from humanoid robots last year was approximately 10 million yuan [2] - The company is collaborating with several domestic parties in the robotics industry chain for business and technical cooperation [2]