数据显示，山证资管旗下1只基金重仓长盈精密。山证资管改革精选混合（005226）三季度持有股数2.3 万股，占基金净值比例为3.39%，位居第十大重仓股。根据测算，今日浮盈赚取约4.49万元。连续5天上 涨期间浮盈赚取14.6万元。 11月27日，长盈精密涨5.15%，截至发稿，报39.85元/股，成交14.58亿元，换手率2.81%，总市值542.31 亿元。长盈精密股价已经连续5天上涨，区间累计涨幅20.13%。 资料显示，深圳市长盈精密技术股份有限公司位于广东省深圳市宝安区福永镇桥头富桥工业三区11栋， 成立日期2001年7月17日，上市日期2010年9月2日，公司主营业务涉及开发、生产、销售电子连接器及 智能电子产品精密小件、新能源汽车连接器及模组、消费类电子精密结构件及模组、机器人及工业互联 网等。主营业务收入构成为：消费类电子精密结构件及模组41.16%，新能源产品零组件及连接器 34.04%，电子连接器及智能电子产品精密小件20.28%，其他4.07%，机器人及智能装备0.44%。 从基金十大重仓股角度 截至发稿，独孤南薰累计任职时间9年237天，现任基金资产总规模1.85亿元，任职期间最佳基金 ...

Core Viewpoint - Longying Precision (300115) focuses on the development, production, and sales of electronic connectors and smart electronic products, as well as components for new energy products and connectors, precision structural parts and modules for consumer electronics, and robots and intelligent equipment [1] Group 1: Business Overview - The company's main business includes electronic connectors and smart electronic products [1] - It also produces components for new energy products and connectors [1] - The company manufactures precision structural parts and modules for consumer electronics [1] - Additionally, it is involved in the production of robots and intelligent equipment [1] Group 2: Market Applications - The products are applicable in mobile communication terminals [1] - They are also used in the new energy sector [1] - The company's offerings extend to robotics and intelligent manufacturing markets [1]

Core Viewpoint - The company, Changying Precision (300115.SZ), focuses on the development, production, and sales of electronic connectors and precision components for smart electronic products, as well as components and connectors for new energy products, precision structural parts and modules for consumer electronics, and robotics and intelligent equipment [1] Group 1 - The main business areas include electronic connectors and precision small parts for smart electronic products [1] - The company’s products are applicable in various markets such as mobile communication terminals, new energy, robotics, and intelligent manufacturing [1]

Core Viewpoint - Longying Precision experienced a decline of 1.77% in stock price on November 11, with a trading volume of 2.154 billion yuan, indicating potential market volatility and investor sentiment shifts [1] Financing Summary - On November 11, Longying Precision had a financing buy-in amount of 424 million yuan and a financing repayment of 418 million yuan, resulting in a net financing buy of 5.53 million yuan [1] - As of November 11, the total financing and securities lending balance for Longying Precision was 3.235 billion yuan, with the financing balance at 3.205 billion yuan, accounting for 6.96% of the circulating market value, which is above the 90th percentile level over the past year [1] - In terms of securities lending, 3,100 shares were repaid and 8,300 shares were sold on November 11, with a selling amount of 281,000 yuan, while the remaining securities lending volume was 874,500 shares, with a balance of 29.6018 million yuan, also exceeding the 90th percentile level over the past year [1] Company Overview - Longying Precision, established on July 17, 2001, and listed on September 2, 2010, is located in Bao'an District, Shenzhen, Guangdong Province, specializing in the development, production, and sales of electronic connectors, smart electronic products, new energy vehicle connectors, and modules, among others [2] - The revenue composition of Longying Precision includes: 41.16% from consumer electronics precision structural components and modules, 34.04% from new energy product components and connectors, 20.28% from electronic connectors and smart electronic products, and 4.07% from other sources [2] - For the period from January to September 2025, Longying Precision achieved a revenue of 13.51 billion yuan, representing a year-on-year growth of 11.68%, while the net profit attributable to the parent company was 468 million yuan, reflecting a year-on-year decrease of 21.25% [2] Dividend and Shareholding Information - Since its A-share listing, Longying Precision has distributed a total of 1.023 billion yuan in dividends, with 176 million yuan distributed over the past three years [3] - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 27.2122 million shares, an increase of 18.0729 million shares from the previous period [3] - The third-largest circulating shareholder is E Fund's ChiNext ETF, holding 20.0956 million shares, which decreased by 3.3704 million shares from the previous period [3]

Core Viewpoint - The company reported its Q3 2025 results, showing stable revenue growth but a decline in net profit, indicating improved profitability quality despite challenges in the market [1]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 13.51 billion, a year-on-year increase of 11.7%, and a net profit of 470 million, a year-on-year decrease of 21.2% [1]. - In Q3 2025, the company recorded revenue of 4.87 billion, a year-on-year growth of 10.55%, and a net profit of 162 million, a year-on-year increase of 0.63% [1]. - The gross margin for the first three quarters of 2025 was 19.10%, an increase of 0.40 percentage points year-on-year, while Q3 gross margin was 19.72%, a decrease of 0.28 percentage points year-on-year but an increase of 1.18 percentage points quarter-on-quarter [1]. Operational Efficiency - The company maintained stable operational efficiency with sales expenses of 98 million, a sales expense ratio of 0.73%, down by 0.05 percentage points year-on-year [1]. - Management expenses totaled 691 million, with a management expense ratio of 5.11%, an increase of 0.18 percentage points year-on-year [1]. - Research and development expenses were 1.015 billion, with a research expense ratio of 7.51%, an increase of 0.22 percentage points year-on-year [1]. - Financial expenses amounted to 107 million, a decrease of 18 million year-on-year [1]. Industry Outlook - The downstream sectors, particularly consumer electronics and the new energy industry, are experiencing rising demand, driven by policies like "trade-in for new" and the explosive growth of AI-driven products [2]. - The new energy vehicle industry continues to grow globally, significantly impacting the automotive and energy sectors, with China leading in production and sales [3]. - The company is rapidly advancing its global production base construction, with multiple domestic and international projects progressing as planned [3]. Profit Forecast - The company is projected to achieve revenues of 19.074 billion, 21.897 billion, and 24.043 billion from 2025 to 2027, with corresponding net profits of 692 million, 958 million, and 1.209 billion [4].

Group 1 - The core point of the news is that Changying Precision experienced a stock price increase of 5.05%, reaching 36.62 CNY per share, with a trading volume of 2.517 billion CNY and a turnover rate of 5.16%, resulting in a total market capitalization of 49.836 billion CNY [1] - Changying Precision, established on July 17, 2001, and listed on September 2, 2010, is located in Bao'an District, Shenzhen, Guangdong Province. The company specializes in the development, production, and sales of electronic connectors, precision small parts for smart electronic products, connectors and modules for new energy vehicles, precision structural parts and modules for consumer electronics, and industrial internet robotics [1] - The revenue composition of Changying Precision includes 41.16% from precision structural parts and modules for consumer electronics, 34.04% from components and connectors for new energy products, 20.28% from electronic connectors and precision small parts for smart electronic products, 4.07% from other sources, and 0.44% from robotics and intelligent equipment [1] Group 2 - From the perspective of fund holdings, one fund under Xingyin Fund has a significant position in Changying Precision. The Xingyin CSI 500 Index Enhanced A fund (010253) held 12,700 shares in the third quarter, accounting for 0.69% of the fund's net value, making it the fifth-largest holding [2] - The Xingyin CSI 500 Index Enhanced A fund, established on March 1, 2021, has a latest scale of 31.1854 million CNY. Year-to-date, it has achieved a return of 30.46%, ranking 1626 out of 4216 in its category; over the past year, it has returned 26.24%, ranking 1492 out of 3909; and since inception, it has returned 17.02% [2]

Core Viewpoint - Changying Precision has seen a stock price increase of 7.71% over the past three days, with a current price of 38.00 CNY per share and a market capitalization of 51.714 billion CNY [1] Company Overview - Changying Precision Technology Co., Ltd. was established on July 17, 2001, and listed on September 2, 2010. The company is located in Bao'an District, Shenzhen, Guangdong Province [1] - The main business includes the development, production, and sales of electronic connectors, smart electronic products, precision small parts, new energy vehicle connectors and modules, consumer electronics precision structural parts and modules, and industrial internet robotics [1] - Revenue composition: Consumer electronics precision structural parts and modules 41.16%, new energy product components and connectors 34.04%, electronic connectors and smart electronic products 20.28%, others 4.07%, robotics and smart equipment 0.44% [1] Shareholder Information - E Fund's Chuangye ETF (159915) entered the top ten circulating shareholders of Changying Precision in Q2, holding 23.466 million shares, which is 1.73% of the circulating shares [2] - The ETF has gained approximately 6.3358 million CNY in floating profit today and 63.8276 million CNY during the three-day price increase [2] - The E Fund Chuangye ETF was established on September 20, 2011, with a current scale of 85.537 billion CNY and year-to-date returns of 52.9% [2] Fund Manager Information - The fund managers of E Fund Chuangye ETF are Cheng Xi and Liu Shurong, with tenures of 9 years and 8 years respectively [3] - Cheng Xi manages assets totaling 249.358 billion CNY, with the best fund return of 131.04% during his tenure [3] - Liu Shurong manages assets of 141.127 billion CNY, achieving a best fund return of 194.12% during his tenure [3]

Core Viewpoint - Longying Precision has shown significant stock price growth in 2023, with a year-to-date increase of 134.08%, indicating strong market interest and potential investment opportunities [1][2]. Financial Performance - For the first half of 2025, Longying Precision achieved a revenue of 8.64 billion yuan, representing a year-on-year growth of 12.33%. However, the net profit attributable to shareholders decreased by 29.37% to 306 million yuan [2]. - The company has distributed a total of 1.023 billion yuan in dividends since its A-share listing, with 176 million yuan distributed over the past three years [3]. Stock Market Activity - As of October 27, 2023, Longying Precision's stock price was 37.71 yuan per share, with a trading volume of 2.643 billion yuan and a turnover rate of 5.29%. The total market capitalization stood at 51.319 billion yuan [1]. - The stock has appeared on the "Dragon and Tiger List" three times this year, with the most recent net buying of 226 million yuan on September 22 [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders was 156,200, a decrease of 2.38% from the previous period. The average number of circulating shares per shareholder increased by 2.70% to 8,677 shares [2]. - Notable institutional shareholders include E Fund's ChiNext ETF and Southern CSI 500 ETF, both of which are new entrants among the top ten circulating shareholders [3].

Core Viewpoint - Longying Precision has shown significant stock price growth this year, with a year-to-date increase of 141.15%, despite a recent decline in the last five trading days [1] Group 1: Stock Performance - As of October 16, Longying Precision's stock price reached 38.85 CNY per share, with a trading volume of 20.61 billion CNY and a market capitalization of 528.70 billion CNY [1] - The stock has experienced a 5.70% decline over the last five trading days, but a 58.64% increase over the last 20 days and an 85.35% increase over the last 60 days [1] - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on September 22, where it recorded a net purchase of 2.26 billion CNY [1] Group 2: Company Overview - Longying Precision, established on July 17, 2001, and listed on September 2, 2010, is based in Shenzhen, Guangdong Province, and specializes in electronic connectors and smart electronic products [2] - The company's revenue composition includes 41.16% from consumer electronics precision components, 34.04% from new energy product components, 20.28% from electronic connectors, and 4.07% from other sources [2] - As of June 30, the number of shareholders was 156,200, a decrease of 2.38%, with an average of 8,677 circulating shares per person, an increase of 2.70% [2] Group 3: Financial Performance - For the first half of 2025, Longying Precision reported a revenue of 8.64 billion CNY, reflecting a year-on-year growth of 12.33%, while the net profit attributable to shareholders decreased by 29.37% to 306 million CNY [2] - The company has distributed a total of 1.023 billion CNY in dividends since its A-share listing, with 176 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of June 30, 2025, the second-largest circulating shareholder is E Fund's ChiNext ETF, holding 23.466 million shares as a new shareholder [3] - The third-largest circulating shareholder is Southern CSI 500 ETF, holding 14.09 million shares, also a new shareholder [3] - Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 9.1393 million shares, a decrease of 14.8178 million shares from the previous period [3]

Core Viewpoint - The company, Changying Precision (300115), reported a revenue of 8.64 billion yuan for the first half of 2025, reflecting a year-on-year growth of 12.33%, with a focus on consumer electronics and new energy sectors [2][10]. Financial Performance - The company achieved a net profit attributable to shareholders of 306 million yuan, a decrease of 29.37% year-on-year, while the non-recurring net profit increased by 32.18% to 288 million yuan [10]. - In Q2 2025, the company recorded a revenue of 4.245 billion yuan, up 13.14% year-on-year, and a net profit of 131 million yuan, an increase of 5.7% [10]. Business Segments - The main business segments include consumer electronics, accounting for approximately 70% of total revenue, and new energy, contributing about 30% [2]. - The new energy business showed a robust growth rate of 37.09%, generating revenue of 2.939 billion yuan in the first half of 2025 [2]. R&D and Innovation - The company has increased R&D expenses significantly to prepare for a major project in the consumer electronics sector expected to enter mass production in Q4 2025 [4]. - The company is expanding its product offerings in the AI and humanoid robot sectors, with revenue from humanoid robot components exceeding 35 million yuan in the first half of 2025, compared to just 10.11 million yuan for the entire year of 2024 [2][6]. Production Capacity and Global Presence - The company has established production bases in Vietnam and Mexico, with plans for a factory in Hungary [5]. - A new smart manufacturing industrial park in Shenzhen is expected to be operational in Q4 2025, focusing on humanoid robot-related products [5]. Market Position and Future Outlook - The company aims to maintain its competitive edge in the humanoid robot market by leveraging its expertise in precision mold manufacturing and offering comprehensive services to clients [8]. - The humanoid robot business is anticipated to become a significant growth driver, with the potential for substantial market expansion as applications diversify [9].