Shandong Longji Machinery (SZ:002363) Jing Ji Guan Cha Wang·2026-02-12 02:23Group 1 - The core business of Longi Machinery is the research, production, and sales of automotive brake system components, such as brake discs and drums, rather than photovoltaic module manufacturing [3] - As of early February 2026, Longi Machinery's stock price has experienced significant fluctuations, with a notable increase of 5.00% on January 9, 2026, closing at 10.51 yuan per share, and a net inflow of 17.25 million yuan [2] - The company's price-to-earnings ratio (TTM) was reported at a high level of 84.77 as of January 2026, indicating that the long-term stock performance will be influenced by the automotive parts industry's trends, such as electrification and intelligent transformation [4] Group 2 - Recent focus includes short-term stock price and capital fluctuations, the company's clear definition of its core business, and performance under high valuation levels [5] - The overall policies and demand changes in the automotive parts industry are significant external factors affecting the company [5]