每经AI快讯，长盛轴承（SZ 300718，收盘价：84.35元）发布公告称，2025年12月25日，长盛轴承接受 华源证券等投资者调研，公司董事会秘书何寅参与接待，并回答了投资者提出的问题。 2024年1至12月份，长盛轴承的营业收入构成为：制造业占比97.82%，其他业务占比2.18%。 截至发稿，长盛轴承市值为252亿元。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 王晓波） ...

Group 1: Company Overview - The company specializes in the research, production, and sales of self-lubricating bearings and high-performance polymers, with key products including self-lubricating bearings and modified engineering plastics [1] - The automotive industry is the largest downstream sector, accounting for approximately 80% of the company's revenue, followed by construction machinery [1] - The company has seen a significant rebound in the construction machinery sector this year, positively impacting related business [1] Group 2: Product Applications and Value - The unit value of the company's products in the automotive sector ranges from 200 to 300 RMB, primarily used in seats, doors, shock absorbers, steering systems, and air conditioning compressors [2] - The company is actively exploring opportunities in the aerospace sector, with products designed for high stability and longevity under extreme conditions [2] Group 3: Competitive Positioning - The company's products can match the performance of foreign competitors while offering cost advantages, although some high-end niche applications are dominated by overseas players [2] - The strategy involves continuous benchmarking against international peers and leveraging the rapidly developing domestic industry ecosystem to close the gap in high-end products [2] Group 4: Material Sourcing and Supply Chain - The company primarily sources raw materials such as copper, steel, and polymers domestically, with only a small percentage of high-spec specialty materials imported, indicating no significant reliance on imports [2] - The company emphasizes the importance of supply chain autonomy, particularly in the commercial aerospace sector, where material stability is critical [2]

Company Overview - Changsheng Bearing is located in Jiaxing, Zhejiang Province, and was established on June 14, 1995. The company was listed on November 6, 2017. Its main business involves the research, production, and sales of self-lubricating bearings and high-performance polymers [1]. - The company's revenue composition 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 sources [1]. Financial Performance - For the period from January to September 2025, Changsheng Bearing achieved a revenue of 935 million yuan, representing a year-on-year growth of 11.97%. The net profit attributable to the parent company was 188 million yuan, with a year-on-year increase of 11.01% [2]. - Since its A-share listing, the company has distributed a total of 747 million yuan in dividends, with 394 million yuan distributed over the past three years [3]. Stock Performance - As of December 25, the stock price of Changsheng Bearing increased by 2.04%, reaching 81.97 yuan per share, with a total market capitalization of 24.491 billion yuan. The stock has risen by 170.63% year-to-date [1]. - The stock has appeared on the "Dragon and Tiger List" seven times this year, with the most recent appearance on July 21, where it recorded a net buy of 383 million yuan [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Changsheng Bearing was 73,000, an increase of 6.50% from the previous period. The average circulating shares per person decreased by 6.11% to 2,655 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fifth largest, holding 2.5488 million shares, an increase of 1.425 million shares from the previous period [3].

Group 1 - The core viewpoint of the report is that the mechanical equipment industry is rated as "recommended" with investment suggestions focusing on growth and cyclical opportunities, particularly in humanoid robots and AI infrastructure [1] - The mechanical equipment industry has seen a significant increase of 48.96% from the beginning of 2025 to November 30, 2025, outperforming the CSI 300 index, which rose by 15.04%, resulting in a relative return of 33.92% [2] Group 2 - The manufacturing PMI has declined, and export orders have contracted, indicating pressure on demand, particularly from external sources, while companies are in a "proactive destocking" phase [3] - Despite the macroeconomic fluctuations, the structural trend of industrial upgrading is expected to drive the industry towards high-end and intelligent development [3] Group 3 - Investment in humanoid robots is driven by a reversal in sentiment and clear bottom characteristics, with production nearing critical mass both domestically and internationally [4] - Recommended stocks in this sector include Hengli Hydraulic, Sanhua Intelligent Controls, and others [4] Group 4 - The gas turbine sector is experiencing a historic opportunity due to the power gap in North America, driven by AI computing demands [5] - Recommended stocks include Dongfang Electric, Shanghai Electric, and others [5] Group 5 - The liquid cooling sector is transitioning from "air cooling limits" to "liquid cooling necessities," driven by the exponential growth in AI chip power consumption [6] - Recommended stocks include Invec, Shenli Environment, and others [6] Group 6 - The engineering machinery sector is expected to recover due to domestic demand and policy support, with significant growth potential in overseas markets [7] - Recommended stocks include Sany Heavy Industry, XCMG, and others [7] Group 7 - The mining machinery sector is poised for growth due to rising global capital expenditures and a shift from import reliance to self-sufficiency [9] - Recommended stocks include XCMG, Northern Heavy Industries, and others [9]

浙江长盛滑动轴承股份有限公司 关于实际控制人的一致行动人 权益变动触及 1%及 5%整数倍暨权益变动的提示性公告 证券代码：300718 证券简称：长盛轴承 公告编号：2025-068 实际控制人的一致行动人孙薇卿女士保证向本公司提供的信息内容不存在任何虚 假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律责 任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动属于股东减持股份，不触及要约收购。 2、公司实际控制人的一致行动人孙薇卿女士在本次权益变动后持有公司股份 42,079,000 股，占公司股份总数的 14.08%，占已剔除公司回购专用证券账户中的股份 数量后的公司股份总数的 14.16%。孙薇卿女士及一致行动人合计持有公司股份 149,389,781 股，占公司股份总数的 50.00%，占已剔除公司回购专用证券账户中的股 份数量后的公司股份总数的 50.28%。 浙江长盛滑动轴承股份有限公司（以下简称"公司"）于 2025 年 11 月 13 日在巨 潮资讯网（www.cninfo.com.cn）披露了《关于实际控制人的一致行动人 ...

签署日期：2025 年 12 月 22 日 1 信息披露义务人声明 浙江长盛滑动轴承股份有限公司 简式权益变动报告书 上市公司名称：浙江长盛滑动轴承股份有限公司 上市地点：深圳证券交易所 股票简称：长盛轴承 股票代码：300718 信息披露义务人：孙薇卿 通讯地址：浙江省嘉善县罗星街道 及其一致行动人： 信息披露义务人的一致行动人 1：孙志华 信息披露义务人的一致行动人 2：褚晨剑 股权变动性质：股份减少 一、本报告书系信息披露义务人依据《中华人民共和国证券法》《上市公 司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号—— 权益变动报告书》及相关法律、法规和规范性文件编写。 二、信息披露义务人签署本权益变动报告书已获得必要的授权和批准，其 履行亦不违反信息披露义务人章程或内部规则中的任何条款或与之相冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》和《公开 发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定， 本报告书已全面披露信息披露义务人在浙江长盛滑动轴承股份有限公司中拥有 权益的股份变动情况；截至本报告书签署之日，除本报告书披露的持股信息外， ...

Group 1 - A total of 75 stocks in the A-share market experienced block trades today, with a total transaction value of 2.667 billion yuan [1] - The top three stocks by transaction value were Hengyi Petrochemical (791 million yuan), Zhongji Xuchuang (187 million yuan), and Baiyin Nonferrous Metals (129 million yuan) [1] - Among the stocks, 6 were traded at par, 3 at a premium, and 66 at a discount; the highest premium rates were for Shengye Electric (26.96%), Laplace (7.22%), and Goldwind Technology (5.27%) [1] Group 2 - The top stocks by institutional buying were Zhongji Xuchuang (178 million yuan), Tuojing Technology (111 million yuan), and Hainan Airport (104 million yuan) [2] - Other notable institutional purchases included Huahai Qingshi (79.44 million yuan) and Wentai Technology (74.64 million yuan) [2] - The top stocks by institutional selling were Jintian Titanium Industry (18.89 million yuan), Wanda Information (6.49 million yuan), and Sanhua Intelligent Control (3.63 million yuan) [3]

12月22日，长盛轴承大宗交易成交26.8万股，成交额1784.88万元，占当日总成交额的1.33%，成交价 66.6元，较市场收盘价83.24元折价19.99%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-22 | 300718 | 长盛轴承 | 66.60 | 4.80 | 319.68 | 招商证券股份有限 | 浙商证券股份有限 | | | | | | | | 公司西安北大街证 | 公司嘉善阳光东路 | | | | | | | | 券营业部 | 证券营业部 | | 2025-12-22 | 300718 | 长盛轴承 | 66.60 | 4.50 | 299.70 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 | | 2025-12-22 | 3007 ...

Core Insights - The A-share robotics sector experienced a significant rally, with multiple companies seeing substantial gains, driven by positive sentiment and news surrounding humanoid robots [1] Group 1: Market Performance - Companies such as Jingzhida saw an increase of over 18%, while Keda Automation and Sanfeng Intelligent rose by over 15% and 10% respectively [1] - Other notable performers included Tianqiao Hoisting, Hengtong Optic-Electric, and Yidelong, all reaching the 10% daily limit up, while Shuangfei Group and Bohai Automotive increased by over 9% [1][2] - The overall market sentiment is reflected in the year-to-date performance, with Jingzhida up 239.75%, Keda Automation up 60.52%, and Hengtong Optic-Electric up 54.12% [2] Group 2: Catalysts and Developments - A viral video of a backflip performed by a humanoid robot at a concert, which was shared by Elon Musk, contributed to the heightened interest in the robotics sector [1] - Morgan Stanley's report titled "2026 Outlook: The Humanoid Robot Horizon" highlighted several catalysts expected to drive growth in the sector, including the upcoming release of Tesla's Optimus Gen 3, potential supportive policies in the U.S., technological breakthroughs, and the entry of tech giants [1] - UBTECH secured a contract worth nearly 60 million yuan for a data collection project in the Greater Bay Area, with all products being their industrial humanoid robot Walker S2, indicating strong demand with annual orders nearing 1.4 billion yuan by 2025 [1]

证券时报记者聂英好 在浙江经济向高质量发展迈进的进程中，上市公司正以"头雁"姿态引领新兴产业加速崛起、发展壮大， 成为驱动产业变革与经济转型升级的核心力量。 依托资本市场赋能，浙江辖区（不含宁波，下同）上市公司在高端装备制造、新材料、节能环保、新一 代信息技术等战略性新兴产业领域持续突破，通过技术创新、产业链整合与产能扩张，在实现自身高质 量成长的同时，有效带动上下游协同升级，构建起特色鲜明、优势互补的新兴产业生态。 数据显示，截至2025年12月16日，浙江辖区已有战略性新兴产业上市公司194家，在全国各辖区中位居 第二。从增量看，辖区新上市企业的含"新"量不断攀升。战略性新兴产业公司在新上市公司中的占比， 已从2021年的55.71%提高至2025年的100%，生动诠释了资本市场聚力聚焦服务科技创新和产业转型升 级的鲜明政策导向。 锚定风口谋升级 高端装备制造是制造业升级的核心方向，也是浙江重点培育的战略性新兴产业之一。在资本市场助力 下，长盛轴承、思看科技等上市公司深耕细分领域，在人形机器人、三维视觉等热门赛道展现强劲竞争 力。 作为嘉善自润滑轴承产业代表性企业，长盛轴承始终聚焦于滑动轴承的研发与制造， ...