L.K. Technology Holdings Limited 力勁科技集團有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立之有限公司） (Stock Code 股份代號: 558) 通 知 信 函 為確保未來及時收到最新的公司通訊文件，本公司建議 閣下透過掃描本函隨附之回條（「回條」）上列印的 閣下專屬二維碼 來提供 閣下的電子郵件地址。或者， 閣下也可以簽署回條並交回股份過戶處。 如果本公司沒有收到 閣下的有效電子郵件地址，直至股份過戶處收到 閣下有效的電子郵件地址前， 閣下將(i)無法收到任何 有關發佈公司通訊文件的電郵通知；及(ii)需要主動查看本公司網站和香港交易所網站以留意公司通訊文件的發佈。然而，本公司 未來將按照上市規則要求以印刷本形式發送可供採取行動的公司通訊文件。 若 閣下希望收取未來的公司通訊文件及/或可供採取行動的公司通訊文件之印刷版，請填妥回條並交回股份過戶處，或發送電子 郵件至 lk.ecom@computershare.com.hk，並註明 閣下的姓名、地址以及收取公司通訊文件 ...

Financial Performance - The company reported a revenue of HKD 3,260.5 million for the six months ended September 30, 2025, representing a year-on-year increase of 25.7%[5] - Gross profit reached HKD 767.2 million, with a gross margin of 23.5%, down from 28.7% in the previous year, indicating a decrease of 5.2 percentage points[5] - Operating profit was HKD 249.8 million, reflecting a 15.4% increase compared to the previous year, with an operating margin of 7.7%[5] - Net profit for the period was HKD 167.7 million, resulting in a net margin of 5.1%, down from 6.4% year-on-year, a decrease of 1.3 percentage points[5] - Revenue for the six months ended September 30, 2025, increased to HKD 3,260,464 thousand, up 25.7% from HKD 2,594,448 thousand in the same period last year[49] - Gross profit for the same period was HKD 767,223 thousand, representing a gross margin of 23.5%[49] - Operating profit rose to HKD 249,840 thousand, compared to HKD 216,520 thousand, reflecting a growth of 15.4%[49] - Net profit for the period was HKD 167,696 thousand, slightly up from HKD 165,923 thousand, with earnings per share remaining at HKD 10.4[49] Asset and Liability Management - The company’s total assets increased by 5.8% to HKD 12,608.5 million, while net assets rose by 1.6% to HKD 4,183.1 million[5] - Total assets increased to HKD 12,608,479 thousand, up from HKD 11,914,252 thousand, indicating a growth of 5.8%[46] - Total liabilities rose to HKD 8,425,389 thousand, compared to HKD 7,797,698 thousand, marking an increase of 8.0%[46] - The company’s cash and cash equivalents decreased by 9.8% to HKD 1,406.8 million, and current assets net value fell by 8.6% to HKD 2,782.2 million[5] - The company’s cash and cash equivalents decreased to HKD 1,406,817,000 from HKD 1,746,722,000 in the previous year, reflecting a reduction of approximately 19.4%[53] - The company’s total assets as of September 30, 2025, were HKD 4,183,090,000, compared to HKD 4,049,114,000 in the previous year, indicating growth in asset base[52] Business Segments Performance - The die-casting machine business generated revenue of HKD 2,263.2 million, accounting for 69.4% of total revenue, with a year-on-year growth of 39.5%[11] - The injection molding machine business saw a revenue increase of 4.4% year-on-year, while the CNC machining center business revenue was HKD 77.1 million, down 14.7%[11] - Revenue from automotive customers increased by 31% year-on-year, while revenue from smart 3C customers soared by 61%, underscoring the company's competitive strength in the die-casting machine sector[14] - The injection molding business saw a revenue increase of 4.4% year-on-year, with significant growth in Southeast Asia, particularly a 150% increase in sales in the Vietnamese market[15] - Revenue from die-casting machines was HKD 2,263,178,000 for the six months ended September 30, 2025, a significant increase of 39.5% compared to HKD 1,622,828,000 in the same period of 2024[115] - Injection molding machine revenue rose to HKD 920,164,000, up from HKD 881,269,000, marking a growth of 4.4%[115] Technological Advancements - The company is focusing on the integration of AI technology in manufacturing, which is driving demand for automation and intelligent solutions in the industry[10] - The company is advancing its non-crystalline alloy die-casting technology, which has made progress in the 3C field, providing equipment solutions for products like mobile phone frames and liquid metal hinges[18] - The TPI magnesium alloy semi-solid die-casting technology is being applied to humanoid robots, enhancing production efficiency and meeting the demand for lightweight and high-strength components[17] - Sales of magnesium alloy equipment are expected to surge over 400% by 2025 compared to the previous year, highlighting the company's technological advantages in this field[12] Shareholder Information - As of September 30, 2025, Girgio holds 849,078,004 shares, representing approximately 62.23% of the company's equity[22] - Ms. Zhang and Mr. Liu both have beneficial ownership of 849,078,004 shares, each accounting for 62.23%[22] - HSBC International Trustee Limited, as the trustee of the Liu family trust, holds 62.16% of the company's equity through its ownership in Full Profit Asset Limited[22] - The family trust was established by Mr. Liu on February 22, 2002, and amended on December 3, 2021, for the benefit of Ms. Zhang and their children[24] - The trust structure indicates a significant concentration of ownership within the Liu family, impacting governance and strategic decisions[24] Corporate Governance - The company has complied with all corporate governance codes as per the listing rules during the review period[36] - The audit committee, consisting of three independent non-executive directors, oversees the financial reporting process and internal control mechanisms[37] - The company has disclosed all relevant interests according to the Securities and Futures Ordinance, ensuring compliance with regulatory requirements[22] Stock Options and Employee Incentives - A total of 27,540,000 stock options were granted to 390 employees under the stock option plan as of September 24, 2021[25] - The stock options are valid for a period of ten years from the date of approval by shareholders[25] - The company has a structured stock option plan to incentivize employees and align their interests with shareholders[25] - The total number of options exercised during the interim period is zero, indicating no options were exercised[26] - The company aims to attract and retain key personnel through its stock option plan, which is effective for 10 years from September 8, 2016[97] Financial Risks and Management - The group faces multiple financial risks, including market risk (exchange rate and interest rate risks), credit risk, and liquidity risk[64] - The group has not made any changes to its risk management policies since the year-end[65] - The group continues to assess the impact of adopting HKFRS 18, which primarily affects the presentation of the income statement and cash flow statement[61] Dividends and Share Buybacks - The company announced an interim dividend of HKD 0.03 per share for the six months ending September 30, 2025, consistent with the previous year's dividend[33] - The company declared dividends totaling HKD 68,000,000 during the period, slightly lower than HKD 68,220,000 declared in the same period last year[52] - The company repurchased 12,000,000 shares at a total cost of approximately HKD 56,874,000, with prices ranging from HKD 3.94 to HKD 5.05 per share[96] Future Outlook - The company plans to continue investing in new technologies and market expansion to drive future growth[54] - The company has adopted a share incentive plan to reward employees and attract talent, effective from October 28, 2015, with a validity of ten years[30]

Core Viewpoint - The event aims to accelerate technological innovation and industrial upgrades in magnesium materials within the Asia-Pacific region, promoting efficient resource development and cross-border cooperation [1] Group 1: Industry Collaboration - The China Nonferrous Metals Industry Association Magnesium Branch, along with associations from Hong Kong, Japan, and South Korea, co-hosted the "2025 Third Asia-Pacific Magnesium Industry High-Level Forum" [1] - The forum emphasizes the importance of collaboration among industry peers to enhance technological synergy and break down industry chain barriers [1] Group 2: Magnesium Alloy Significance - Magnesium alloys are highlighted as a core lightweight material for global low-carbon transformation, offering high specific strength, excellent lightweight properties, and green attributes [1] - These materials are positioned as key supports for strategic sectors such as new energy vehicles, low-altitude economy, and high-end manufacturing [1] Group 3: Technological Advancements - The integration of intelligent, oversized equipment with deep process fusion is identified as a core engine for unlocking the potential of magnesium alloy materials [1] - The company has focused on breakthroughs in magnesium alloy forming equipment technology and practical applications over its 40 years in equipment manufacturing [1]

Core Viewpoint - Magnesium alloys are positioned as a key lightweight material for global low-carbon transformation, significantly empowering strategic sectors such as new energy vehicles, low-altitude economy, and high-end manufacturing [1] Industry Insights - The intelligentization, large-scale equipment, and deep integration of processes are identified as core engines to unlock the potential of magnesium alloy materials [1] - The Asia-Pacific magnesium industry is witnessing collaborative advancements among China, Japan, and South Korea in material research, equipment manufacturing, and application promotion [1] Company Strategy - The company has been dedicated to equipment manufacturing for over 40 years, focusing on technological breakthroughs and practical applications in magnesium alloy forming equipment [1] - Leveraging the industrial cluster advantages of the Guangdong-Hong Kong-Macao Greater Bay Area and Hong Kong's global resource hub role, the company aims to enhance technical collaboration and break down industry barriers [1]

Core Viewpoint - Liken Technology (00558) experienced a significant stock price increase of over 10%, currently trading at 3.54 HKD with a transaction volume of 17.14 million HKD following the release of its interim results for the period ending September 30 [1] Financial Performance - The company reported a revenue of 3.26 billion HKD, representing a year-on-year increase of 25.7% [1] - Profit attributable to equity holders decreased by 4.72% to 141 million HKD [1] - Earnings per share stood at 10.4 HKD cents, with a proposed interim dividend of 3 HKD cents per share [1] Business Segments - The die-casting machine segment, as the core pillar, generated revenue of 2.26 billion HKD, accounting for 69.4% of total revenue, with a year-on-year growth of 39.5% [1] - The injection molding machine segment saw an overall sales revenue increase of 4.4% year-on-year [1] - The CNC machining center segment reported revenue of 77.1 million HKD, representing 2.4% of total revenue, with a year-on-year decline of 14.7% [1]

Core Viewpoint - Liken Technology (00558) experienced a significant stock price increase of over 10%, currently trading at 3.54 HKD, with a transaction volume of 17.14 million HKD following the release of its interim results for the period ending September 30 [1] Financial Performance - The company reported a revenue of 3.26 billion HKD, representing a year-on-year increase of 25.7% [1] - Profit attributable to equity holders decreased to 141 million HKD, down 4.72% year-on-year [1] - Earnings per share were reported at 10.4 HKD cents, with an interim dividend proposed at 3 HKD cents per share [1] Business Segments - The die-casting machine segment, as the core pillar, generated revenue of 2.263 billion HKD, accounting for 69.4% of total revenue, with a year-on-year growth of 39.5% [1] - The injection molding machine segment saw an overall sales revenue increase of 4.4% year-on-year [1] - The CNC machining center segment reported revenue of 77.1 million HKD, representing 2.4% of total revenue, with a year-on-year decline of 14.7% [1]

截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 力勁科技集團有限公司 呈交日期: 2025年12月1日 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00558 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 1,364,391,500 | | 0 | | 1,364,391,500 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 1,364,391,500 | | 0 | | 1,364,391,50 ...

Summary of Shenzhen Lixun Technology Conference Call Company Overview - **Company**: Shenzhen Lixun Technology - **Industry**: Manufacturing of die-casting machines and injection molding machines Key Financials - **Mid-term Revenue**: HKD 3.26 billion, a year-on-year increase of 26.5% [2][3] - **Net Profit**: HKD 170 million, with a net profit margin of 5.1% [2][3] - **Gross Profit**: HKD 770 million, with a gross profit margin of 23.5% [3] Business Segments Performance Die-Casting Machine Business - **Revenue**: HKD 2.26 billion, accounting for 69.4% of total revenue, with a year-on-year growth of 39.5% [2][4] - **Key Drivers**: Increased demand from the new energy vehicle and smart 3C markets [4] - **Major Deliveries**: Two large machines (9,000 tons and 7,000 tons) delivered to European OEMs and Eastern European suppliers [2][4] - **Magnesium Alloy Equipment**: Sales increased by over 400%, with applications in leading manufacturers in South China and lightweight projects in Chongqing [2][4] Injection Molding Machine Business - **Revenue**: HKD 920 million, accounting for 28.2% of total revenue, with a year-on-year growth of 4.4% [2][6] - **Market Performance**: Domestic competition remains fierce, but overseas markets grew by over 25%, with Europe, North America, and emerging markets growing by 48.7%, 36.2%, and 43.3% respectively [2][12] CNC Machining Center Business - **Revenue**: HKD 80 million, a year-on-year decline of 14.6%, accounting for 2.4% of total revenue [7] Technological Advancements - **Magnesium Alloy Die-Casting Technology**: Significant advancements since the introduction of the first hot chamber magnesium die-casting machine in 2000 [8] - **Product Range**: Complete solutions from small to super-large (500 tons to 16,000 tons) [8] - **Market Applications**: Strong growth in transportation, lightweight vehicles, and emerging fields like humanoid robots and low-altitude economy [18][20] Future Plans and Market Strategy - **Focus Areas**: Strengthening positions in die-casting, injection molding, and CNC machining while increasing investment in magnesium alloy technology [9] - **New Regulations Impact**: New regulations on electric bicycles will increase demand for magnesium alloys due to weight and plastic usage restrictions [9] - **Emerging Markets**: Targeting Southeast Asia, particularly Vietnam and Indonesia, for growth opportunities [19] Competitive Advantages - **Core Competencies**: Long-term technological accumulation, comprehensive solutions, and global validation [16][17] - **Market Position**: Established as a benchmark for technology and delivery in the high-end market [17] Conclusion - **Overall Outlook**: The company is well-positioned for future growth with a focus on technological innovation and market expansion, particularly in magnesium alloy applications and overseas markets [20][24]

Core Insights - The company reported a revenue of HKD 3.26 billion for the first half of 2025, representing a 25.7% increase compared to HKD 2.594 billion in the same period of 2024 [1] - Gross profit reached HKD 767 million, showing a year-on-year growth of 3%, while net profit was HKD 168 million, up 1.1% year-on-year, indicating strong operational resilience [1] - Despite market challenges, gross margin decreased from 28.7% to 23.5%, and net margin slightly declined from 6.4% to 5.1%, yet core profitability metrics remained positive [1] - Basic and diluted earnings per share were HKD 0.104, and total assets increased to HKD 12.608 billion, reflecting a 5.8% growth since March 31, 2025 [1] Financial Performance - The company reported a significant improvement in cash flow from operating activities, with a net inflow of HKD 101 million compared to a net outflow of HKD 167 million in the same period of 2024 [2] - Cash and cash equivalents at the end of the period stood at HKD 1.407 billion, maintaining a reasonable level of liquidity [2] - The board declared an interim dividend of HKD 0.03 per share, consistent with the same period in 2024, demonstrating a commitment to stable returns for shareholders [2] Business Segments - The die-casting machine segment emerged as a key growth driver, generating revenue of HKD 2.263 billion, accounting for 69.4% of total revenue, with a substantial year-on-year increase of 39.5% [4] - Sales of magnesium alloy die-casting equipment surged over 400% year-on-year, significantly contributing to business growth [4] - The company has been focusing on magnesium alloy die-casting technology since 2000, with the launch of the "TPI magnesium alloy semi-solid thixotropic forming" equipment in 2024 receiving high market recognition [4] Market Expansion - The die-casting equipment successfully penetrated various sectors, including automotive manufacturing, smart wearables, and humanoid robots, with notable collaborations with leading manufacturers [4] - The injection molding machine segment achieved revenue of HKD 920 million, reflecting a 4.4% year-on-year growth, driven by high-end customization and segmented market strategies [5] - The CNC machining center segment experienced a slight revenue decline of 14.7% to HKD 77.12 million, but the company is focused on optimizing product solutions and enhancing market reach for future growth [5]

Core Viewpoint - The company reported significant growth in revenue and profits for the 2025/2026 interim period, driven by strong performance in various segments, particularly in magnesium alloy equipment and strategic collaborations with leading automotive and technology firms [3][4][5]. Financial Performance - Total revenue reached 3,260.464 million HKD, with notable contributions from different product lines [3]. - Die-casting machine revenue amounted to 2,263.178 million HKD, while CNC machining center and injection molding machine revenues were 920.164 million HKD and 77.122 million HKD, respectively [4]. - Gross profit was 168 million HKD, and net profit stood at 767 million HKD [4]. - Total assets were reported at 12.61 billion HKD, with net assets of 4.18 billion HKD, reflecting year-on-year growth of 5.8% and 1.6%, respectively [4]. Business Segments - Sales revenue from die-casting machines reached 22.6 billion HKD, showing a year-on-year increase of 39.5% [5]. - Revenue from automotive clients grew by 61%, while 3C client revenue increased by 31% [5]. - Injection molding machine revenue saw a growth of 4.4%, totaling 9.2 billion HKD, and the VARIA series of dual-color machines experienced a remarkable 98% increase [5]. - Revenue from 3C/electronics clients and toy clients grew by 88% and 39%, respectively [5]. Technological Advancements - The sales revenue from magnesium alloy series equipment surged by over 400% in 2025 [6]. - The company has developed innovative semi-solid casting technology and flexible manufacturing solutions, applicable in new energy vehicles and intelligent robotics [6][8][10]. - Strategic collaborations with leading new energy vehicle companies and well-known intelligent technology firms have been established to enhance magnesium alloy applications [8][10]. Research and Development - Research and development investment totaled 127 million HKD [13]. - The company is building a global service network, with a focus on localized service hubs, and has initiated the construction of a technical service center in Indonesia [13]. - Injection molding machine sales in the Vietnamese market increased by 150% year-on-year [13].