在保持主业稳步向上的同时，长盈精密也非常重视对研发创新的投入。今年前三季度，公司投入研发费 用10.15亿元，同比增长15.08%。根据最新的调研记录，长盈精密研发费用增长较快的主要原因是消费 类电子的大客户有个比较重要的项目预计在今年四季度开始进入量产，需要为这个项目做量产准备。同 时，AI眼镜类的产品市场需求增长较快，公司也拓展了应用在此类终端上的产品种类，除供应结构件 外，还为北美AI眼镜客户提供电池钢壳、塑胶橡胶类产品。 在算力领域，长盈精密以1.02亿元收购了深圳市威线科电子有限公司51%的股权，大力布局AI算力相关 领域。目前，长盈精密开发的应用于服务器、工作站内部高速背板连接器产品已给国内头部客户送样验 证。 据长盈精密董事会审议通过的《关于回购公司股份方案的议案》显示，公司计划使用0.5亿元至1亿元自 有或自筹资金，以集中竞价交易方式回购公司股票回购价格上限为35元/股，回购股份拟用于员工持股 计划或股权激励计划。 10月14日，长盈精密开始首次实施回购，通过回购专用证券账户以集中竞价交易方式回购股份了150万 股，占公司总股本的0.11%。此次回购最高成交价和最低成交价分别为33.72元/股 ...

证券日报网讯 科达利10月29日发布公告，在公司回答调研者提问时表示，大电芯电池钢壳应用有限， 仍以铝壳为主，结构件技术路线相对稳定，没有大的变革。单GWh价值量随着电芯增大略有下降，但 利润率不受影响。 （编辑 袁冠琳） ...

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].