LEOCH INT'L(00842)
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理士国际(00842) - 截至2025年10月31日之股份发行人的证券变动月报表
2025-11-06 09:08
FF301 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 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 理士國際技術有限公司 (於開曼群島註冊成立的有限公司) 第 2 頁 共 10 頁 v 1.1.1 呈交日期: 2025年11月6日 I. 法定/註冊股本變動 | 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) | 00842 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 ...
收购存储芯片资产,300842,火了!超级牛股透露,重磅复产
Zheng Quan Shi Bao· 2025-10-19 00:58
Group 1 - Mindray Medical received the highest number of institutional surveys, with 184 institutions participating, including 14 fund companies, 8 securities companies, 7 private equity firms, 7 insurance companies, and 124 overseas institutions [1] - The company aims to enhance its international influence, align with its global development strategy, attract talent, and optimize shareholder structure and liquidity through its overseas listing [1] - Mindray expects a year-on-year revenue growth by Q3 2025, with a trend of quarterly improvement in revenue, particularly in international markets, which are anticipated to accelerate growth starting from Q3 [1] Group 2 - Rongbai Technology has made significant progress in developing overseas clients, including major companies like Panasonic, and has a robust overseas customer structure [2] - Dike Co. announced a cash acquisition of 62.5% of Jiangsu Jinkai Semiconductor Technology Co., which will become a subsidiary and contribute to the company's consolidated financial statements [2] - Jiangsu Jinkai focuses on storage chip packaging and testing services, with a current capacity of 3KK/month for packaging and 2.5KK/month for testing, planning to expand to 4KK/month [2] Group 3 - Huicheng Environmental has seen a dramatic increase in stock price, nearly 30 times since its low in 2022, with a recent weekly increase of over 20% [3] - The company successfully launched its 20,000 tons/year mixed waste plastic resource utilization project, with stable production following technical upgrades [3] - Jiao Cheng Ultrasonic is increasing its market share in the semiconductor packaging sector by leveraging its technology to compete against foreign equipment manufacturers [3] Group 4 - Hotgen Biotech's affiliate, ShunJing Pharmaceutical, is progressing well with its innovative drug SGC001, having completed Phase I clinical trials and preparing to initiate Phase II trials [4] - Initial results from the trials indicate that the drug's efficacy aligns with expectations, with further statistical analysis underway [4]
300842,加码存储芯片
Zhong Guo Ji Jin Bao· 2025-10-15 03:29
Core Viewpoint - The company intends to acquire a 62.5% stake in Jiangsu Jingkai Semiconductor Technology Co., Ltd. for 300 million yuan, which will make Jiangsu Jingkai a subsidiary and included in the consolidated financial statements [1]. Group 1: Acquisition Details - The acquisition aims to enhance the company's storage chip business and improve its industry chain layout, particularly in the DRAM storage chip sector [5]. - Jiangsu Jingkai specializes in storage chip packaging and testing services, possessing advanced packaging technologies and capabilities for various DRAM chips [2]. Group 2: Financial Performance - In 2024, the company reported a revenue of 15.35 billion yuan, a year-on-year increase of 59.9%, but the net profit decreased by 6.7% to 360 million yuan [6]. - For the first half of 2025, the company achieved a revenue of 8.34 billion yuan, a 9.9% increase year-on-year, while the net profit plummeted by 70% to 6.981 million yuan [8]. - The company's total assets were reported at 15.83 billion yuan as of December 31, 2024, with total liabilities reaching 11.96 billion yuan, resulting in a high debt ratio of 80% [4]. Group 3: Cash Flow and Receivables - The company experienced a negative cash flow from operating activities of -330 million yuan in the first half of 2025, a decline of 151.8% [8]. - The scale of accounts receivable has significantly increased, from 960 million yuan in 2020 to over 5.4 billion yuan in the first half of 2025, accounting for more than half of the current revenue [8][9]. Group 4: Market Position - As of October 14, the company's stock closed at 67.64 yuan per share, with a market capitalization of 9.589 billion yuan [10].
300842,3亿元加码存储芯片
Shang Hai Zheng Quan Bao· 2025-10-14 22:53
Group 1 - The core point of the article is that Dike Co., Ltd. plans to acquire 62.5% of Jiangsu Jingkai Semiconductor Technology Co., Ltd. for 300 million yuan, which will make Jiangsu Jingkai a subsidiary and enhance Dike's overall performance through optimization and integration of resources [2][4][6] - This acquisition is a strategic move to extend Dike's presence in the storage chip industry chain amid the AI computing era, leveraging Jiangsu Jingkai's advanced packaging and testing services [4][9] - Jiangsu Jingkai specializes in storage chip packaging and testing services, including advanced technologies such as DRAM multi-layer stacking and automated testing capabilities, which will enhance Dike's storage chip business efficiency and quality control [4][6][9] Group 2 - The valuation of Jiangsu Jingkai is set at 480 million yuan, with performance commitments established for the years 2025 to 2028, ensuring minimum net profits of 1 million, 35 million, 48 million, and 61 million yuan respectively [5][6] - Dike's acquisition is expected to create significant synergies with its existing storage chip business, as Jiangsu Jingkai serves as an upstream supplier, thus completing the industry chain from design to testing and packaging [9][8] - The transaction is seen as a strategic positioning in the domestic storage industry, responding to the growing demand for storage chips in AI servers, smart terminals, and automotive electronics [9][8]
理士国际(00842) - 截至2025年9月30日之股份发行人的证券变动月报表
2025-10-08 06:07
FF301 截至月份: 2025年9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: 理士國際技術有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 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) | 00842 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 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 ...
理士国际(00842) - 2025 - 年度业绩
2025-09-30 11:21
Executive Compensation - The CEO of Leoch International Technology Limited, Mr. Chang Jianwei, received a total compensation of RMB 399,000 for the fiscal year 2023[2] - For the fiscal year 2024, Mr. Chang Jianwei's total compensation is projected to be RMB 1,272,000, which includes salary and allowances of RMB 1,260,000[2] - Mr. Wu Kouyue received a total compensation of RMB 42,000 for the fiscal year 2024, which includes salary and allowances of RMB 36,000[2] - The company did not pay any bonuses or compensation to directors or the CEO as an incentive for joining or as severance during the fiscal years 2023 and 2024[6] Leadership Transition - Mr. Chang Jianwei was appointed as CEO effective August 10, 2023, and will serve until December 13, 2024, when Mr. Wu Kouyue will take over the position[6]
理士国际(00842) - 致非登记持有人之通知信函及申请表格
2025-09-18 10:16
19 September 2025 Dear Non-registered Holder, Leoch International Technology Limited (the "Company") – Notification of publication of 2025 Interim Report ("Current Corporate Communications") The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at www.leoch.com and the website of The Stock Exchange of Hong Kong Limited (the "Stock Exchange") at www.hkexnews.hk respectively (the "Website Version"). The Company strongly recommends you to acce ...
理士国际(00842) - 致股东之通知信函及申请表格
2025-09-18 10:15
Leoch International Technology Limited 理士國際技術有限公司 You may at any time choose either to receive printed copies of Corporate Communications in both English and Chinese free of charge or access through the Company's website at www.leoch.com (the "Website Version"). Even if you have elected (or are deemed to have consented) to receive the Website Version of all the Corporate Communications, if for any reason, you have difficulty in receiving or gaining access to the Website Version of the Current Corporate Comm ...
理士国际(00842) - 2025 - 中期财报
2025-09-18 10:13
Financial Performance - For the six months ended June 30, 2025, the Group's turnover was RMB8,438.4 million, representing an increase of 11.9% compared to RMB7,542.9 million for the same period in 2024[14]. - Gross profit for the same period was RMB864.4 million, a decrease of 18.6% from RMB1,061.8 million in 2024[14]. - Profit for the period was RMB69.5 million, down 71.3% from RMB241.7 million in the previous year[14]. - Profit attributable to owners of the parent was approximately RMB93.7 million, a decline of 61.7% compared to RMB244.8 million in 2024[14]. - Basic earnings per share decreased to RMB0.07 from RMB0.18 in the prior year[16]. - The Group's revenue for the period reached RMB8,438.4 million, an increase of 11.9% compared to RMB7,542.9 million in the same period of 2024[61]. - Profit for the period was RMB69.5 million, a significant decrease from RMB241.7 million in the prior year, with profit attributable to owners of the parent at RMB93.7 million, down 61.7%[93]. - Basic and diluted earnings per share dropped to RMB0.07, compared to RMB0.18 and RMB0.17 for the six months ended June 30, 2024, primarily due to a lower gross profit margin[61]. - Total comprehensive income for the period was RMB94,931, down 59.3% from RMB233,041 in 2024[184]. Sales and Revenue Breakdown - The network power battery business accounted for 40.6% of total sales, generating RMB3,428.8 million, a 9.4% year-on-year growth[24]. - The sales revenue from the network energy battery business was RMB3,428.8 million, representing a year-on-year growth of 9.4% driven by increased demand from data centers[26]. - The SLI battery business recorded sales revenue of RMB3,115.3 million, a 9.6% increase year-on-year, primarily due to higher vehicle production in emerging markets[28]. - The motive power battery business saw a decline in sales revenue to RMB621.8 million, down 9.5% year-on-year, attributed to weak demand in Mainland China[29]. - The recycled lead business reported sales revenue of RMB1,089.5 million, a significant increase of 46.4% year-on-year, driven by strong sales efforts in Mainland China[32]. - Revenue from the power solutions business increased by 8.1% to RMB7,348.9 million, while revenue from the recycled lead business surged by 46.4% to RMB1,089.5 million[62]. - Sales revenue in Mainland China rose by 9.2% to RMB4,764.8 million, accounting for 56.5% of total revenue[69]. - Sales revenue in EMEA increased by 31.7% to RMB1,534.7 million, driven by strong demand for network power batteries[70]. - Revenue in the Americas grew by 4.7% to RMB1,412.4 million, supported by expansion in emerging markets, particularly Brazil[70]. Economic and Market Conditions - The overall economic environment remains unpredictable, influenced by structural issues and fiscal conditions across nations[23]. - The demand for lead-acid batteries in UPS applications is expected to grow significantly as global dependence on digital infrastructure expands[24]. - The International Energy Agency predicts that global electricity demand for data centers will double to approximately 945 terawatt-hours by 2030, accounting for about 3% of total global electricity consumption[33]. Strategic Initiatives and Future Plans - The Group plans to strengthen its presence in high-growth regions such as Southeast Asia, Africa, and South America to meet rising demand for SLI batteries[28]. - The Group is expected to achieve significant growth in performance due to increased energy storage demand and digital infrastructure upgrades[38]. - The advancement of clean energy technologies and the integration of renewable energy sources are expected to drive demand for efficient battery management systems[34]. - The Group aims to leverage its technological advantages to provide stable and efficient energy solutions, particularly in critical backup power systems[40]. - The Group is strategically increasing investment in high-end lead-acid battery business for data centers and communications, aiming to drive sustainable growth through technological iteration and market penetration[43]. - The after-sales channel market is identified as a key opportunity for growth, with a focus on full lifecycle service to enhance market competitiveness[45]. - The Group is developing smart energy storage solutions, integrating battery management systems and IoT technologies to deliver reliable lithium battery energy storage solutions[48]. - A new production base in Mexico is expected to commence in Q4 2023, enhancing service capabilities for the American market and ensuring close-range supply chain coverage[52]. - The Group plans to expand localized production in response to market feedback, aiming to support business growth in the Americas[57]. - The Group aims to create stable and growing returns for shareholders by expanding its product range through technological innovation[58]. - A proposed spin-off and separate listing of Leoch Energy Inc. is intended to unlock market value for both the spin-off group and the remaining group[59]. - The Group is conducting feasibility studies for capacity expansion in Mexico and local manufacturing in the U.S. to strengthen its supply chain and support business growth in the Americas[60]. Financial Position and Assets - As of June 30, 2025, the Group's net current assets were RMB640.3 million, down from RMB1,296.2 million at the end of 2024[99]. - The Group's gearing ratio improved slightly to 34.6% from 35.3% at the end of 2024, indicating a stable financial position[101]. - The group's bank borrowings stood at RMB5,342.0 million as of June 30, 2025, compared to RMB5,121.5 million as of December 31, 2024, with an interest rate range of 2.00% to 8.25%[104]. - Employee benefit expenses totaled RMB835.9 million for the period, up from RMB714.0 million for the six months ended June 30, 2024[113]. - The group had 17,957 employees as of June 30, 2025[113]. - The group maintains a healthy level of cash reserves and bank borrowings to ensure smooth business operations[105]. - The company's total equity as of June 30, 2025, was RMB5,044,478,000, an increase from RMB5,018,780,000 at the end of 2024[193]. - The retained profits increased to RMB2,687,860,000 as of June 30, 2025, compared to RMB2,685,523,000 at the end of 2024[193]. Governance and Compliance - The Company has confirmed compliance with the Model Code for Securities Transactions by Directors during the Period[160]. - The Board believes the Company has adhered to the Corporate Governance Code, with the exception of the chairman's absence at the annual general meeting due to other commitments[161]. - The Audit Committee, consisting of three independent non-executive Directors, reviewed the unaudited financial statements and discussed accounting principles and internal controls[165]. - The Company has maintained a high standard of corporate governance to safeguard shareholder interests and enhance corporate value[161]. - The independent review report was prepared by Ernst & Young, confirming the financial information's compliance with relevant standards[179]. Cash Flow and Investments - Cash generated from operations was RMB566,171,000, significantly improved from a cash used of RMB558,948,000 in the prior year[197]. - The net cash flows generated from operating activities amounted to RMB502,775,000, contrasting with a net cash outflow of RMB599,191,000 in 2024[197]. - Cash flows used in investing activities for the six months ended June 30, 2025, amounted to RMB707,639,000, an increase of 89.9% compared to RMB372,469,000 in 2024[199]. - The company reported a net decrease in cash and cash equivalents of RMB91,432,000 for the six months ended June 30, 2025, compared to a decrease of RMB705,575,000 in 2024[200]. - Cash and cash equivalents at the end of the period were RMB653,539,000, down from RMB856,868,000 in 2024, indicating a decline of 23.7%[200].
理士国际(00842) - (经修订) 截至2025年8月31日之股份发行人的证券变动月报表
2025-09-04 10:11
FF301 I. 法定/註冊股本變動 | 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) | 00842 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額: HKD 1,000,000,000 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 截至月份: 2025年8月31日 狀態: 重新提交 致:香港交易及結算所有限公司 公司名稱: 理士國際技術有限公司 ...