证券日报网1月14日讯，隆盛科技（300680）在接受调研者提问时表示，隆盛科技的电驱动半总成主要 分为定子半总成与转子半总成两大品类，其中定子半总成涵盖定子铁芯、定子绕组及绝缘材料，转子半 总成包含转子铁芯、磁钢与转轴。公司长期深耕汽车尾气处理部件半总成领域，凭借强大的装配能力构 筑核心竞争力，助力新能源汽车核心部件业务快速突破。技术与客户合作层面，公司与金康动力、博世 展开深度合作，聚焦行业关键技术难点联合攻关，持续打磨技术方案以精准匹配不同客户的多元化需 求；同时公司正加大铁芯半总成客户开拓力度，该产品单车价值量显著高于零部件，市场增长潜力突 出。此外，公司可通过整合上下游资源，提升产业链议价能力，持续巩固市场竞争优势。 ...

Core Viewpoint - Longsheng Technology (300680) emphasizes its advantages in mature satellite support performance and rich project experience, which lays a solid foundation for future horizontal expansion into diverse application markets and vertical deepening of the industry chain [1] Group 1: Product Development and Market Position - The company offers a comprehensive range of products covering core components related to flexible and rigid solar wings [1] - Multiple products have undergone lightweight iterative development, enhancing product performance through continuous technological upgrades [1] - The improvements have effectively increased the adaptability to different satellite models and strengthened market competitiveness [1]

Core Viewpoint - Longsheng Technology (300680) has established a leading market position in the satellite energy supply sector by deeply engaging in the modular and mass production of satellite energy systems, leveraging its core technological advantages [1] Group 1: Company Overview - The company has been focusing on the satellite business for many years, providing energy module and control module solutions [1] - The product matrix includes key components such as solar wing hinges, solar wing clamping and releasing devices, solar wing drive components, satellite attitude control components, and satellite control electrical units [1] Group 2: Market Position - Longsheng Technology has achieved scale supply in the satellite energy component field, establishing a leading market position due to its core technology barriers [1]

Core Viewpoint - Longsheng Technology (300680) emphasizes the importance of key stages such as orbit insertion, solar wing deployment, and energy supply for the successful launch and operation of a satellite [1] Group 1: Product Development - The company focuses on the development of energy modules and control modules, which are critical components for ensuring the stable operation of satellite energy systems [1] - The products are designed to cover two core scenarios: solar wing compression and deployment, as well as energy supply [1] Group 2: Market Potential - The company's products cater to both commercial and military satellite sectors, indicating a broad market application [1] - With the potential mass application of computing satellites, the market demand for the company's satellite energy modules and control modules is expected to significantly increase [1]

（文章来源：证券日报） 证券日报网1月14日讯 ，隆盛科技在接受调研者提问时表示，公司持续密切关注国内核领域发展动态， 依托现有技术积淀，积极推动相关技术成果的产业化落地与应用拓展。 ...

Core Viewpoint - Longsheng Technology (300680) is experiencing increased funding needs in the advancement of strategic new businesses such as robotics and commercial aerospace, and may consider initiating refinancing plans based on actual business development needs in the future [1] Group 1 - The company has successfully entered the Shenzhen Stock Connect, which optimizes its equity structure and enhances stock trading liquidity [1] - This move is expected to provide a better capital platform support for the company's long-term development [1]

证券日报网1月14日讯，隆盛科技（300680）在接受调研者提问时表示，公司长期锚定国家战略产业方 向，构建了以发动机EGR系统、新能源汽车驱动电机核心部件、汽车精密零部件为核心的业务矩阵，其 中发动机EGR系统、新能源驱动电机核心零部件跻身行业头部，精密零部件在特定细分领域成为"隐形 冠军"。产品广泛覆盖商用车、乘用车及新能源汽车全市场，深度融入汽车产业生态链。公司基本盘聚 焦汽车存量市场中的增量机遇，核心发力新能源汽车(纯电、混动)领域，持续夯实业务根基；同时加大 资源倾斜力度布局战略新赛道，已深度切入商业航天、人形机器人领域，通过强化技术研发与市场拓 展，稳步构建多元化发展格局，为企业长期发展筑牢支撑。 ...

证券日报网1月14日讯，隆盛科技（300680）在接受调研者提问时表示，无人机业务方面，公司深耕大 型无人机结构件协同研发与制造，现阶段主要承接列装、出口两类产品.产品应用场景丰富，客户合作 粘性与市场竞争力持续提升。 ...

Core Viewpoint - Longsheng Technology (300680) is a national high-tech enterprise with 80% ownership in Weiyan Zhongjia, focusing on ultra-precision processing and steadily developing from precise positioning to deep layout [1] Group 1: Business Development - The company is deeply involved in major national projects such as Chang'e, the space station, and Tianwen, undertaking the technical development and manufacturing of key components like landing buffer mechanisms and space station robotic arms [1] - Longsheng Technology is expanding its business into core structural components for satellites and drones, building a multi-dimensional and high-tech competitive edge in aerospace products [1] Group 2: Client Resources - The company has successfully developed partnerships with high-quality clients including Beijing Satellite Manufacturing Plant and Beijing Spacecraft Overall Design Department, as well as institutions like China Engineering Physics Research Institute and Galaxy Aerospace [1] - Longsheng Technology is simultaneously upgrading its production capacity to tailor expansion and service assurance plans for core clients, continuously deepening cooperation and solidifying its core position in the commercial aerospace support sector [1]

Group 1: Company Overview - Wuxi Longsheng Technology Co., Ltd. holds an 80% stake in the national high-tech enterprise Wuxi Weiyan Zhongjia Precision Machinery Co., Ltd., focusing on ultra-precision processing and participating in major national projects like Chang'e and Tianwen [1][2]. - The company has established a strong market position in commercial aerospace support, collaborating with key clients such as the Beijing Satellite Manufacturing Plant and the China Academy of Space Technology [2]. Group 2: Satellite Products - The company provides critical components for satellite energy and control modules, including solar wing hinges and attitude control components, achieving a leading market position in satellite energy systems [3][4]. - The successful launch and operation of satellites depend on the company's energy and control modules, which are essential for solar wing deployment and energy supply [4]. Group 3: Competitive Advantages - The company has extensive experience in satellite support, with a product range that includes both flexible and rigid solar wings, enhancing its adaptability and market competitiveness [5]. - Continuous technological upgrades have led to lightweight product iterations, further improving performance and compatibility with various satellite models [5]. Group 4: Drone and New Business Developments - The company is actively engaged in the development and manufacturing of large drone structural components, with a focus on both domestic and export markets [6]. - Longsheng Technology is strategically positioned in the automotive industry, particularly in the fields of engine EGR systems and core components for new energy vehicles, while also exploring opportunities in commercial aerospace and humanoid robotics [7]. Group 5: Electric Drive Assemblies - The electric drive assembly consists of stator and rotor subassemblies, with a focus on enhancing assembly capabilities to strengthen market competitiveness in the new energy vehicle sector [8]. - Collaborations with companies like Jinkang Power and Bosch aim to address key technical challenges and meet diverse customer needs [8]. Group 6: Future Prospects and Financing - The company is monitoring developments in the domestic nuclear sector and is pushing for the industrialization of related technologies [9]. - There are plans for potential refinancing to support the growth of strategic new businesses, with recent adjustments to the company's stock structure to enhance liquidity [10].