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: 新提交 致：香港交易及結算所有限公司 公司名稱: 凌雄科技集團有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年9月1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) | 02436 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.01 HKD | | 10,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 1,000,000,000 | HKD | | 0.01 HKD | | 10,000,000 | FF301 本 ...

在全球经济格局震荡、企业承压前行的时代，深圳福田梅林片区走出了一家优秀企业——凌雄科技（小 熊U租母公司）。其创始人胡祚雄，从华强北起步，到带领企业成为"中国DaaS（Device as a Service， 设备即服务）第一股"，背后不仅是一个企业的进化史，也是一段与中国数字经济共同成长的深圳故 事。 华强北起步，因时因势转型 2004年，胡祚雄在华强北创立凌雄公司，从DIY电脑销售和二手电脑买卖做起，很快做到市场头部。 2008年互联网电商平台崛起，传统PC分销模式受到冲击，也正是在这时，一个偶然的租赁需求让他看 到了新方向：一家高交会参展企业问他——"能不能租电脑？" 2013年，凌雄科技推出IT办公设备长期租赁模式，让企业以"按月付费"的方式使用设备，并提供配套的 IT技术服务。数据显示，这种模式能帮助企业节省约97%的首期投入，在三年内将运营成本下降约 10%-30%。2017年，公司再进一步，推出IT设备回收服务。2018年，推出设备管理SaaS系统，逐步形 成"租赁+回收+技术服务+SaaS管理"的闭环DaaS服务模式。 这意味着，设备不再是"买来即用、用完即废"，而是实现全生命周期管理。企业可 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 由於本集團的設備回收業務及設備訂閱業務擴張，董事會預期，2024年購買框 架協議項下有關向京東集團購買全新及二手設備的交易金額將會增加，而截 至2027年12月31日止三個年度的現有年度上限可能不足以涵蓋有關交易金額。 因此，於2025年8月27日（交易時段後），本公司與北京京東訂立了補充協議（「補 充協議」），以修訂2024年購買框架協議的現有年度上限（「現有年度上限」）。 除修訂現有年度上限外，2024年購買框架協議的所有其他條款保持不變。有關 2024年購買框架協議的主要條款，請參閱重續持續關連交易公告。 LX Technology Group Limited 凌雄科技集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2436） 持續關連交易 — 修訂2024年購買框架協議的年度上限 緒言 茲提述本公司日期為2024年12月27日的公告（「重續持續關連交易公告」）。除文 義另有界定外，本 ...

Core Insights - Lingxiong Technology, a Chinese DaaS (Device as a Service) company, reported a revenue increase of approximately 18.5% year-on-year, reaching 1.117 billion RMB in the first half of 2025 [1][3] - The company achieved a net profit of around 5 million RMB, marking a turnaround from losses, with adjusted profit reaching approximately 18.645 million RMB [1][3] - Adjusted EBITDA saw a significant increase of about 38.5%, totaling approximately 194 million RMB [1] Revenue Breakdown - The equipment recovery business experienced a customer growth of about 20% year-on-year, with revenue increasing by 24.4% to approximately 848 million RMB [3] - Revenue from equipment subscription services grew by 4.5% to around 192 million RMB, while IT technology subscription services maintained steady growth with revenue of approximately 76 million RMB [3] - Total device subscriptions increased by 11.7% year-on-year, reaching approximately 3.475 million units [3] Market Outlook - The DaaS market in China is expected to see a penetration rate increase from around 5% to 10% over the next five years, driven by changing consumer awareness and habits [3] - Lingxiong Technology's business model demonstrates resilience in complex economic cycles, supported by a capable management team [3]

Core Insights - Lingxiong Technology, the first stock in China's DaaS (Device as a Service) industry, reported a revenue increase of approximately 18.5% year-on-year, reaching 1.117 billion RMB in the first half of 2025, with a net profit of about 5 million RMB, marking a turnaround from losses [1][2] - The company has maintained its position as the industry leader, achieving record-high revenue for the same period and demonstrating strong operational performance despite a complex macroeconomic environment [1][2] Financial Performance - Revenue for the equipment recycling business grew by 24.4% to approximately 848 million RMB, while equipment subscription services saw a 4.5% increase to about 192 million RMB [1][4] - Adjusted EBITDA surged by approximately 38.5% to 194 million RMB, indicating robust operational efficiency [1] Market Position and Strategy - Lingxiong Technology's business model, focusing on full lifecycle management of devices, has proven resilient in navigating complex economic cycles [2][5] - The company has established a strong core competency through a closed-loop DaaS ecosystem, a robust recycling and refurbishment supply chain, and an industry-leading intelligent risk control system [4][5] Industry Growth and Trends - The DaaS market in China is projected to maintain a compound annual growth rate of over 30%, with expectations to exceed 100 billion RMB by 2025 [10] - The demand for DaaS services is driven by the increasing number of enterprises and their need for cost-effective solutions amid economic pressures [5][12] Future Outlook - Lingxiong Technology is well-positioned to benefit from favorable macroeconomic conditions and government policies aimed at promoting the DaaS industry [12][13] - The company aims to enhance its market share and operational efficiency through digital transformation and AI technology integration, which will further improve customer service quality [6][13]

Core Viewpoint - Lingxiong Technology, the first DaaS (Device as a Service) company listed in China, reported a significant improvement in its mid-year performance for 2025, indicating a positive trend in the DaaS market in China [1] Company Summary - Lingxiong Technology's revenue for the first half of the year increased by approximately 18.5% to 1.117 billion RMB [1] - Gross profit rose by about 9.7% to 102 million RMB [1] - The company achieved a net profit of approximately 5 million RMB, marking a turnaround from previous losses [1] - Adjusted profit reached about 18.645 million RMB, also indicating a return to profitability [1] - Adjusted EBITDA surged by approximately 38.5% to 194 million RMB [1] - Revenue from the equipment recovery business grew by 24.4% to around 848 million RMB [1] - Revenue from equipment subscription services increased by 4.5% to approximately 192 million RMB [1] - IT technology subscription services maintained steady growth, generating about 76 million RMB in revenue [1] - Total equipment subscriptions rose by 11.7% to approximately 3.475 million units [1] Industry Summary - The DaaS market in China is expected to experience a significant penetration increase from the current 5% to around 10% over the next five years [1] - The changing consumer awareness and habits regarding IT office equipment are anticipated to favor DaaS services as the preferred option [1] - The DaaS market in China is projected to enter a phase of sustained and steady growth, with Lingxiong Technology positioned as a leading player in this sector [1]

Core Viewpoint - Lingxiong Technology (02436), the first stock in China's DaaS (Device as a Service) industry, reported a significant performance improvement in the first half of 2025, with revenue reaching 1.117 billion RMB, a year-on-year increase of approximately 18.5% [1][2] Financial Performance - Revenue for the first half of 2025 was 1.117 billion RMB, with a gross profit of 102 million RMB, reflecting a 9.7% year-on-year increase [1] - Net profit turned positive at approximately 5 million RMB, with adjusted profit reaching about 18.645 million RMB, and adjusted EBITDA increased by approximately 38.5% to 194 million RMB [1] - The equipment recovery business revenue grew by 24.4% to about 848 million RMB, while equipment subscription service revenue increased by 4.5% to approximately 192 million RMB [1][4] Business Growth Drivers - Lingxiong Technology's business model demonstrates strong resilience in complex economic cycles, supported by a robust management team capable of navigating challenges [2] - The company has maintained a focus on enhancing customer service quality, which has led to a steady increase in customer numbers, with a 20% year-on-year growth in equipment recovery business customers [4][9] - The DaaS market is expected to see a penetration rate increase from 5% to 10% over the next five years, driven by rising demand for DaaS services among enterprises [12] Industry Position and Influence - Lingxiong Technology has established itself as a "chain leader" in the DaaS industry, contributing to the development of industry standards and participating in significant national initiatives [7][8] - The company has been recognized for its contributions to the DaaS market, receiving multiple national certifications and accolades, including being named a national-level service standardization pilot enterprise [10] Future Outlook - The DaaS market is projected to grow at a compound annual growth rate of over 30%, with expectations to exceed 100 billion RMB by 2025 [10] - Lingxiong Technology is well-positioned to benefit from ongoing national policies supporting the circular economy and green consumption, which will further enhance its market share and profitability [11][12]

Core Viewpoint - Lingxiong Technology (02436) reported a strong performance for the six months ending June 30, 2025, with revenue of RMB 1.117 billion, representing a year-on-year increase of 18.47% and a turnaround to profit with a net profit attributable to shareholders of RMB 5.655 million, resulting in a basic earnings per share of RMB 0.02 [1] Group 1 - The company achieved a turnaround to profitability due to continuous expansion of service scale, implementation of refined expenditure management measures, process optimization, and digital enhancements to operational efficiency [1] - The company received industry recognition and policy support, highlighting the strategic value of its integrated circular business model [1] Group 2 - In January 2025, the company was selected as one of the second batch of national-level service industry standardization pilot enterprises, affirming its leadership in establishing industry benchmarks for standardized, high-quality equipment lifecycle management solutions [1] - In April 2025, the company was recognized as one of the first batch of pilot enterprises for second-hand goods circulation, a significant policy initiative aimed at promoting resource conservation and environmental protection, further reinforcing its role in sustainable development and IT equipment reuse [1] - In July 2025, the company was awarded the title of "Gazelle Enterprise" in Shenzhen, showcasing its strong innovation capabilities, rapid growth, and significant industry development potential [1]

于2025年1月，集团入选第二批国家级服务业标准化试点(商贸流通专项)企业。此次入选肯定了集团在 建立标准化、高品质设备全生命周期管理解决方案业界基准方面的领导地位。 于2025年4月，集团入选国家首批二手商品流通试点企业。国家首批二手商品流通试点企业项目是一项 支持二手产品流通的重大政策举措，旨在促进资源节约与环境保护。此次入选进一步强化了集团在践行 国家可持续发展战略及IT设备再利用方面的作用。 于2025年7月，集团获评为深圳市瞪羚企业，彰显了集团强大的创新能力、快速的成长态势和巨大的行 业发展潜力。 智通财经APP讯，凌雄科技(02436)发布截至2025年6月30日止6个月的中期业绩，该集团取得收入人民币 11.17亿元(单位下同)，同比增加18.47%;公司拥有人应占利润565.5万元，同比扭亏为盈;每股基本盈利 0.02元。 集团于2025年上半年发展强劲。扭亏为盈得益于集团持续拓展服务规模，在各业务板块推动精细化开支 管理措施及流程优化，并通过数字化提升运营效率。 另一方面，集团持续获得行业认可及政策支持，体现了集团一体化循环商业模式的战略价值： ...

智通财经APP获悉，8月26日，中国DaaS（设备即服务）行业第一股凌雄科技(02436)发布2025年中期业 绩公告。公告显示，凌雄科技上半年营收同比增长约18.5%达11.17亿元（人民币，下同），毛利同比增 长约9.7%至1.02亿元，净利润扭亏为盈至约500万元，经调整利润扭亏为盈达约1864.5万元，经调整 EBITDA（税息折旧及摊销前利润）大增约38.5%至1.94亿元。整体来看，凌雄科技2025年上半年经营举 稳向前，交出一份营收亮眼、盈利出挑的业绩单。据悉，若以收入计，凌雄科技今年上半年的营收再创 同期历史新高，并继续稳居行业第一。 今年上半年以来，内外部宏观环境面临复杂深刻变化，凌雄科技始终保持战略定力，聚力运筹谋局，持 续将经济和市场运行中的积极因素转化为发展机遇，发力起势，实现业务增长势能多维释放，整体经营 表现亮眼，为全年高质量发展奠定坚实基础。其中，设备回收业务营收同比增长24.4%至约8.48亿元、 设备订阅服务营收同比增长4.5%至约1.92亿元、IT技术订阅服务继续保持稳健发展并实现营收约0.76亿 元；总设备订阅量同比增长11.7%至约347.5万台。 多家机构认为，在复杂 ...