重要新闻提示 《互联网应用程序个人信息收集使用规定》公开征求意见 长盈精密回应公司在商业航天、人形机器人、脑机接口等领域的布局情况 收集使用个人信息应当采取对个人信息主体权益影响最小的方式，限于提供产品或者服务所必需，不得 超范围收集使用个人信息。 不得以个人信息主体不同意收集使用其个人信息或者撤回同意为由，拒绝提供产品或者服务，个人信息 属于提供产品或者服务所必需的除外。 公司新闻 北汽集团启动L3车型规模化上路通行试点运营，二季度将向个人开放 财经新闻 1. 1月10日，中国证券报·中证金牛座记者从市场监管总局获悉，为适应市场监管新形势新要求、提升投 诉举报处理质效、更好保护消费者和经营者合法权益，近日，市场监管总局修订发布规章第121号令 《市场监督管理投诉举报处理办法》。《办法》的修订实施将有力健全统一权威、科学高效、便民利企 的市场监管投诉举报处理体系，更好服务经济高质量发展、保障人民高品质生活。详见：优化举报程 序，规制恶意索赔，《市场监督管理投诉举报处理办法》修订发布《办法》主要包括四方面修订重点： 强化权益保护，推动纠纷化解。优化投诉管辖，压实平台责任。优化举报程序，提高处理效能。规制恶 意索 ...

长盈精密1月10日在互动平台表示，公司暂未与蓝箭航天合作。公司有为便携式卫星通讯接收站提供结 构件产品，但此业务占公司营收比重极小。目前公司主要提供人形机器人精密零组件，公司将视市场情 况和客户需求推进相关业务。 ...

每经AI快讯，有投资者在投资者互动平台提问：之前公司提到在机器人领域布局十年，有计划推出整 装机器人？还是集中致力于机器人组件？ 长盈精密（300115.SZ）1月10日在投资者互动平台表示，目前公司主要提供人形机器人精密零组件，公 司将视市场情况和客户需求推进相关业务。 （记者 王晓波） ...

Group 1: Company Overview and Financial Performance - The company's main business is precision component manufacturing for consumer electronics and the new energy industry, with consumer electronics accounting for approximately 70% of total revenue and new energy for 30% [2][3] - In the first half of 2025, the company achieved revenue of 8.64 billion CNY, with a non-recurring net profit of 288 million CNY, representing year-on-year growth of 12.33% and 32.18% respectively [2][3] - Revenue from the consumer electronics business was 5.30 billion CNY, while the new energy business generated 2.94 billion CNY, showing a year-on-year growth of 37.09% [2][3] Group 2: Business Development and Strategic Initiatives - The company is accelerating the construction of precision components for humanoid robots and has also made advancements in AI computing capabilities [3] - Revenue from overseas humanoid robot components exceeded 35 million CNY in the first half of 2025, compared to only 10.11 million CNY for the entire year of 2024 [3] - The company has acquired 51% of Shenzhen Weixian Technology Co., enriching its product line for high-speed copper connectors [3] Group 3: Research and Development - R&D expenses have increased significantly due to preparations for a major project with a key customer in the consumer electronics sector, expected to enter mass production in Q4 2025 [4][5] - The company is expanding its product offerings for AI glasses, responding to rapid market demand [5] Group 4: Global Production and Market Presence - The company has production bases in Vietnam and Mexico, with Vietnam's first factory already operational and a second factory in Mexico set to launch in Q4 2025 [6] - A smart manufacturing industrial park in Shenzhen is expected to be operational by Q4 2025, with approximately 60,000 square meters dedicated to humanoid robot production [6] Group 5: Humanoid Robot Business Insights - The humanoid robot business has seen significant attention, with two overseas brands contributing 35 million CNY in revenue in the first half of 2025 [7] - The company has delivered humanoid robot components valued at over 80 million CNY from January to August 2025, with over 400 part numbers supplied [7] Group 6: Future Business Outlook - The consumer electronics business remains profitable, with a focus on maintaining quality amidst rapid product updates [8] - The new energy sector has shown a compound annual growth rate of over 50%, with expectations for continued growth over the next three years [8] - The humanoid robot sector is anticipated to become a significant growth driver for the company, with a large market potential as applications expand [8]

Core Viewpoint - Changying Precision (300115.SZ) announced that it has not discovered any undisclosed significant information that could materially affect its stock trading price, despite recent discussions on its humanoid robot precision component business [1] Group 1: Company Developments - The company plans to accelerate the construction of humanoid robot-related production capacity starting in 2024 [1] - Increased R&D investment is expected to support the development of aluminum alloy and magnesium components for domestic and international humanoid robot clients [1]

Core Viewpoint - The company, Changying Precision (300115.SZ), clarifies that there is no equity relationship with Yushu Technology and has actively responded to related inquiries on the "Interactive Easy" platform, totaling 8 responses since July 29, 2025 [1] Group 1: Business Operations - The company has accelerated the construction of humanoid robot-related production capacity and increased R&D investment since 2024, developing various components using materials such as aluminum alloy, magnesium alloy, titanium alloy, PEEK, IGUS engineering plastics, rubber, silicone, nylon, and fiber fabrics [1] - The company employs multiple forming processes including CNC, 3D printing, die casting, injection molding, gear hobbing, and hot pressing to provide core components for humanoid robots, including structural parts, actuators, sensors, gearboxes, harnesses, and motors [1] Group 2: Financial Performance - In the first half of 2025, the company achieved revenue exceeding 35 million yuan from overseas humanoid robot parts, a significant increase compared to the full-year revenue of 10.11 million yuan in 2024 [1] - The company has also secured multiple mass production orders from domestic humanoid robot brands during the reporting period [1]

Economic Policy and Regulation - Xi Jinping emphasized the need for sustained macro policy efforts and timely enhancements in the second half of the year to address economic challenges and risks, focusing on expanding domestic demand and deepening reforms [1] - The Financial Regulatory Bureau's head, Li Yunze, conducted research in Tibet to enhance financial support for high-quality development and major projects, aiming to optimize financial services and mitigate risks [1] Corporate News - Ningde Times reported a net profit of 30.512 billion yuan for the first half of the year, a year-on-year increase of 33.02%, with operating revenue of 178.886 billion yuan, up 7.27% [5] - Digital Certification announced a change in its controlling shareholder to Beijing Data Group, following a transfer of state-owned shares [6] - Vanke A received a loan of up to 869 million yuan from its largest shareholder, Shenzhen Metro Group, for debt repayment and other purposes [6] - Changjiang Power plans to invest approximately 26.6 billion yuan in the Gezhouba shipping capacity expansion project, with funding sourced from its own capital [7] - Yonghui Supermarket intends to raise no more than 3.992 billion yuan through a private placement for store upgrades and working capital [7] Industry Developments - The China Metal Materials Circulation Association called for the abandonment of "involution-style" competition in the steel circulation industry, advocating for healthy competition based on product quality and service value [3] - Changying Precision announced that it has begun mass production of precision components for humanoid robots and has established partnerships with leading brands in the sector [8][9] - Longfly Fiber reported that its hollow-core fiber business has not yet significantly impacted its financial data, with future developments remaining uncertain [13]

Market Overview - A-shares opened mixed with the Shanghai Composite Index down 0.3% at 3604.7 points, the Shenzhen Component Index up 0.05% at 11208.46 points, and the ChiNext Index up 0.65% at 2382.97 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 142.66 billion yuan [1] - CPO and PCB sectors saw significant gains, while military and non-ferrous metals sectors experienced declines [1] Company News - **Ningde Times** reported a revenue of 178.886 billion yuan for the first half of the year, a year-on-year increase of 7.27%, and a net profit of 30.512 billion yuan, up 33.02% year-on-year [2] - **Changjiang Power** approved a budget of approximately 26.6 billion yuan for the construction of the Gezhouba shipping capacity expansion project, with a total construction period of 91 months [2] - **Digital Certification** is undergoing a change in its controlling shareholder to Beijing Data Group, following a transfer of state-owned shares [3] - **Wantai Biological Pharmacy** launched a new PCR test kit for detecting Chikungunya virus, which is now widely used in blood supply institutions [3] - **Jia Yuan Technology** is advancing its ultra-thin copper foil project, aiming for an annual production capacity of 700,000 square meters by the end of 2026 [4] Industry Insights - The average interest rate for newly issued commercial personal housing loans in Q2 2025 was reported at 3.09% [5] - Domestic coal prices have been on the rise, with the price of 5500 kcal thermal coal at ports around 650 yuan per ton, an increase of 30 yuan from the end of June [8] - The Guangzhou Futures Exchange announced adjustments to trading limits for certain futures contracts, including industrial silicon and lithium carbonate [9] - The National Immigration Administration reported that over 300 million exit and entry documents were issued to Chinese citizens during the 14th Five-Year Plan period, with the number of valid ordinary passports exceeding 160 million [10]

Core Viewpoint - The company is actively expanding its humanoid robot precision component business, having established partnerships with leading brands both domestically and internationally, and is entering mass production with existing orders [2]. Group 1: Business Development - The humanoid robot precision components are a new business segment for the company [2]. - The company has already received orders that are entering mass production [2]. - The production line for humanoid robots can leverage existing capabilities from the company's original business [2]. Group 2: Market Outlook - The company is optimistic about the future development of the humanoid robot sector [2]. - The company plans to actively follow customer and market demands to support its growth [2].

Core Viewpoint - The company is expanding into the humanoid robot precision components market, having established partnerships with leading brands both domestically and internationally, and has begun mass production of orders [1] Group 1: Business Development - The humanoid robot precision components are a new business for the company [1] - The company has already received orders that are entering mass production [1] - The humanoid robot production line can leverage the company's existing business capabilities [1] Group 2: Market Outlook - The company is optimistic about the future development of the humanoid robot sector [1] - The company plans to actively follow customer and market demands to support its growth [1]