证券代码：300680 证券简称：隆盛科技 无锡隆盛科技股份有限公司 投资者关系活动记录表 编号：2026-002 | | 特定对象调研 ☐ 分析师会 | | | | --- | --- | --- | --- | | | ☐ 媒体采访 ☐ 业绩说明会 | | | | 投资者关系活动类别 | 新闻发布会 路演活动 ☐ ☐ | | | | | 现场参观 ☐ | | | | | 其他（请文字说明其他活动内容） ☐ 申万宏源 朱傅哲、胡书捷 国联民生 | | 完颜尚文 殷超 | | | 浙商证券 刘巍 中信建投 财通证券 孟欣 | 融鑫投资 | 陈怀山 宋磊宏 汤万全 | | | 财通基金 吴帆 海富通 | 陈华鑫 | | | | 朱雀基金 吴越 人保资产 | 李爽 | | | 参与单位名称及人员姓名 | 路博迈基金 范适 | 米利都基金 | 赵鑫 | | | 野村资管 刘绍宇 上证证券 | | 赵军伟 | | | 国信自营 曹嘉诚 浙商资管 | | 吴文钊 | | | 尚雅投资 韩红成 | 龙锦东升投资 | 任少如 | | | 银河基金 王少南、金寿鹏 中信资管 | | 程骥腾 | | 时间 | 2026年01 ...

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]

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].

Core Viewpoint - The company, Zhimin Da (688636), is actively engaged in the commercial aerospace sector, providing embedded computer modules for commercial satellites, rockets, and ground station equipment [1] Group 1: Company Overview - The company specializes in high-performance computing modules, control modules, acquisition modules, and switching modules tailored for commercial aerospace applications [1] - The products are primarily utilized in the commercial aerospace electronic information systems [1]