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]

Core Viewpoint - The company is actively advancing its technical development contract with Chongqing Jingang Transmission and is also engaging with downstream customers to secure sample orders through its subsidiary, Songsheng Robot Transmission [1] Group 1 - The company has signed a technical development contract with Chongqing Jingang Transmission, which is currently progressing in an orderly manner [1] - The company's subsidiary, Songsheng Robot Transmission, is proactively reaching out to downstream customers [1] - The goal of these efforts is to obtain sample orders [1]

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]

Group 1: Company Overview and Market Conditions - The LED driver power business is experiencing a contraction in market size due to the impact of U.S. tariffs, with demand for new installations slowing down in the first half of 2025. However, demand is expected to recover in the second half of 2025 as tariff policies ease [2]. - The global market for LED plant lighting is projected to reach $1.366 billion in 2025, with a year-on-year growth rate of 3.9% [3]. - The company’s core energy storage components are primarily sold in Europe, South Asia, and Africa, targeting energy product integrators and installers [4]. Group 2: Business Developments and Financials - The gross margin for LED driver power products in the first half of 2025 was 23.59%, with higher margins observed in high-power products compared to low-power products [10][11]. - The company has decided not to exercise the early redemption rights for its convertible bonds, with a review scheduled for December 18, 2025, should the conditions for redemption arise again [6]. Group 3: Future Prospects and Orders - The National Development and Reform Commission projects that by 2027, the new energy storage installed capacity in China will exceed 180 million kilowatts, driving direct investment of approximately 250 billion yuan [8]. - TrendForce estimates that global energy storage installations will reach 82 GW/216 GWh in 2025, representing a year-on-year growth of 28%/36% [8]. Group 4: Competitive Advantages - The company is one of the few LED driver power manufacturers with capabilities in customized R&D, large-scale manufacturing, and global supply, which enhances its competitive edge in the market [9].

证券日报网讯 崧盛股份（301002）10月10日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东总户数为9059户。 ...

Group 1 - The core viewpoint of the news is that Songsheng Co., Ltd. experienced a decline in stock price and trading volume, with significant financing activities indicating high investor interest despite recent financial performance challenges [1][2]. Group 2 - On October 9, Songsheng Co., Ltd. saw a stock price drop of 2.37% with a trading volume of 196 million yuan. The financing buy-in amount was 17.24 million yuan, while the financing repayment was 13.87 million yuan, resulting in a net financing buy of 3.36 million yuan. The total financing and securities balance reached 151 million yuan [1]. - The current financing balance of 151 million yuan accounts for 3.17% of the circulating market value, which is above the 90th percentile level over the past year, indicating a high level of financing activity [1]. - As of September 20, the number of shareholders for Songsheng Co., Ltd. was 8,843, an increase of 5.22% from the previous period, while the average circulating shares per person decreased by 4.96% to 8,291 shares [2]. - For the first half of 2025, Songsheng Co., Ltd. reported operating revenue of 449 million yuan, a year-on-year increase of 3.69%, but the net profit attributable to the parent company was -753,200 yuan, a decrease of 104.28% year-on-year [2]. Group 3 - Since its A-share listing, Songsheng Co., Ltd. has distributed a total of 211 million yuan in dividends, with cumulative distributions of 73.73 million yuan over the past three years [3].