Core Viewpoint - Songsheng Co., Ltd. has seen a stock price increase of 5.04% on October 20, reaching 35.88 CNY per share, with a total market capitalization of 4.451 billion CNY [1] Company Overview - Songsheng Co., Ltd. is located in Bao'an District, Shenzhen, Guangdong Province, and was established on July 8, 2011, with its IPO on June 7, 2021 [1] - The company specializes in the research, production, and sales of medium and high-power LED driver power supply products [1] - Revenue composition includes: high-power LED driver power supplies 79.64%, medium-power LED driver power supplies 11.84%, energy storage products 6.93%, others 1.58%, and low-power LED driver power supplies 0.01% [1] Fund Holdings - According to data, one fund from ICBC Credit Suisse Asset Management holds a significant position in Songsheng Co., Ltd. [2] - ICBC Joyful Mixed A Fund (011729) held 16,200 shares in the second quarter, accounting for 0.13% of the fund's net value, making it the largest holding [2] - The fund has achieved a year-to-date return of 25.68% and a one-year return of 33.67% [2] Fund Manager Performance - The fund manager, Jiao Wenlong, has a tenure of 10 years and 159 days, with a total asset scale of 9.24 billion CNY [3] - The best fund return during his tenure is 64.11%, while the worst is -89.78% [3] - Co-manager He Shun has a tenure of 2 years and 2 days, managing assets of 6.865 billion CNY, with a best return of 53.86% and a worst return of 4.81% [3]

Core Viewpoint - The company, 崧盛股份, emphasizes its commitment to leveraging opportunities in domestic urban renewal projects while contributing to green and low-carbon development in China [1] Group 1: Company Overview - 崧盛股份 produces high-quality and reliable outdoor LED driver power supplies, which are widely used in urban road bridges and highways both domestically and internationally [1] Group 2: Industry Context - The company aims to actively seize opportunities presented by urban renewal projects in China, aligning with national goals for urban construction and sustainable development [1]

Core Viewpoint - The company, Congsheng Co., has engaged in a project with the Chinese Academy of Agricultural Sciences, achieving a yield of over 1000 kilograms per mu in the desert greenhouse project in Xinjiang, which supports rapid breeding technologies for staple crops [1] Group 1: Company Initiatives - The company is leveraging its LED driver power supply and new energy storage business advantages to actively participate in national clean energy construction projects [1] - The rapid breeding key technologies developed by the company are expected to provide technological support for future greenhouse crop rapid propagation and efficient production [1] Group 2: Industry Context - The project highlights the potential for agricultural innovation in desert areas, showcasing the importance of technology in enhancing crop yields and sustainability [1]

每经AI快讯，有投资者在投资者互动平台提问：10月13日重庆市人民政府办公厅近日印发《重庆市持 续推进城市更新三年行动计划（2025—2027年）》。重庆市最新的城市更新计划与贵司、重庆精刚传动 合资成立的崧盛机器人公司，这次跨界合作可谓是企业与城市发展战略的一次"双向奔赴"，请问贵司可 否借助政策的"东风"，以及结合贵司智慧照明等优秀产业推动产业向智能化、高端化演进，对重庆城市 更新和产业升级政策的一次积极回应？ 崧盛股份（301002.SZ）10月16日在投资者互动平台表示，我司生产的户外照明LED驱动电源因其高品 质及高可靠性被广泛用于国内外城市路桥、高速公路等，公司将积极把握国内城市更新项目机会，为我 国城乡建设及绿色低碳发展贡献力量。 （记者 王晓波） ...

Core Viewpoint - Songsheng Co., Ltd. has shown a significant increase in stock price, indicating positive market sentiment and potential investment interest in the company [1] Group 1: Company Overview - Songsheng Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on July 8, 2011, with its listing date on June 7, 2021 [1] - The company specializes in the research, production, and sales of medium and high-power LED driver power supply products [1] - The revenue composition of the company includes: high-power LED driver power supplies 79.64%, medium-power LED driver power supplies 11.84%, energy storage products 6.93%, others 1.58%, and low-power LED driver power supplies 0.01% [1] Group 2: Fund Holdings - ICBC Credit Suisse Fund has a significant holding in Songsheng Co., Ltd., with its fund ICBC Joy Mixed A (011729) being the largest shareholder [2] - As of the second quarter, the fund held 16,200 shares, accounting for 0.13% of the fund's net value, with an estimated floating profit of approximately 28,500 yuan [2] - The fund has shown a year-to-date return of 26.38% and a one-year return of 34.15%, ranking 3106 out of 8161 and 1966 out of 8015 respectively in its category [2] Group 3: Fund Manager Performance - The fund manager, Jiao Wenlong, has a tenure of 10 years and 154 days, managing assets totaling 9.24 billion yuan, with the best fund return during his tenure being 70.3% [3] - Co-manager He Shun has a tenure of 1 year and 362 days, managing assets of 6.865 billion yuan, with the best return of 58.88% during his tenure [3]

格隆汇10月11日丨崧盛股份(301002.SZ)在投资者关系活动上表示，公司与重庆精刚传动签署的《技术 开发合同》目前正在有序推进中，同时公司控股子公司崧盛机器人传动也在积极通过接洽下游客户，获 取打样订单。 ...

格隆汇10月11日丨崧盛股份(301002.SZ)在投资者关系活动上表示，公司与重庆精刚传动签署的《技术 开发合同》目前正在有序推进中，同时公司控股子公司崧盛机器人传动也在积极通过接洽下游客户，获 取打样订单。 ...

Core Viewpoint - The company is focused on providing core components for energy storage, such as inverters and converters, and aims to enhance its sales proportion in the energy storage business to support global energy transition and sustainable development [1] Company Strategy - The company is committed to delivering efficient and intelligent energy storage solutions to global customers [1] - The company plans to actively seize industry opportunities to increase the sales share of its energy storage business [1]

Group 1 - The company conducted an online meeting with 10 institutions, including Huafu Fund and E Fund, to discuss its business and market outlook [1] - The LED driver power business is expected to face a slowdown in demand due to US tariff policies affecting the LED lighting industry, but demand is anticipated to recover in the second half of the year [1] - The company produces photovoltaic + energy storage hybrid inverters for household energy storage systems and energy storage converters for commercial systems, primarily selling in Europe, South Asia, and Africa [1] Group 2 - The company is progressing with a technical development contract signed with Chongqing Jingang Transmission and is actively seeking downstream customers for sample orders [1] - The company decided not to exercise the early redemption rights for its convertible bonds, with a review planned for potential future triggers [1] - The actual controllers of the company have committed to share lock-up and reduction intentions, with no other reduction restrictions mentioned [1] Group 3 - A recent plan from the National Development and Reform Commission and the National Energy Administration indicates that the new energy storage installed capacity in the country is expected to exceed 180 million kilowatts by 2027, driving direct investment of approximately 250 billion yuan [1] - The company is recognized for its customized R&D response, large-scale manufacturing, and global supply capabilities in the LED driver power sector, with its brand "崧盛电源" receiving multiple honors [1] - The announcement did not provide information regarding the gross margin of LED driver power products [1]

Group 1 - The core point of the article is that Songsheng Co., Ltd. (SZ 301002) announced an investor research meeting scheduled for October 9 and 10, 2025, where key executives will address investor inquiries [1] - For the first half of 2025, the revenue composition of Songsheng Co., Ltd. is as follows: LED driver power products account for 91.32%, energy storage products account for 6.92%, and other businesses account for 1.76% [1] - As of the time of reporting, the market capitalization of Songsheng Co., Ltd. is 4.7 billion yuan [1]