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: 邁越科技股份有限公司（於開曼群島註冊成立之有限公司） 呈交日期: 2025年10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) | 02501 | 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 | 本月底法定/註冊股本總額： HKD 1 ...

MAIYUE TECHNOLOGY LIMITED 邁越科技股份有限公司 (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：2501） NOTIFICATION LETTER 通知信函 Dear Registered Shareholders, Maiyue Technology Limited (the "Company") Notification of publication of Interim Report 2025 (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communication are now available on the Company's website at www.maiyuesoft.com and the website of The Stock Exchange of ...

MAIYUE TECHNOLOGY LIMITED 邁越科技股份有限公司 (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：2501） NOTIFICATION LETTER 通知信函 The English and Chinese versions of the Company's Current Corporate Communication are available on the Company's website at www.maiyuesoft.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 access the Website Version of ...

Financial Performance - The company reported revenue of RMB 24.1 million for the six months ended June 30, 2025, representing a 9.3% increase compared to RMB 22.0 million in the same period last year[10]. - Gross profit decreased to RMB 6.7 million, with a gross margin of 27.8%, down from 35.5% in the previous year[8]. - The company recorded a pre-tax loss of RMB 9.7 million, improving from a loss of RMB 18.0 million in the same period last year[8]. - The company reported a net loss of RMB 10.7 million for the period, an improvement from a loss of RMB 15.0 million in the previous year[8]. - Revenue for the six months ended June 30, 2025, was RMB 24,083,000, an increase of 9.3% compared to RMB 22,040,000 for the same period in 2024[79]. - Gross profit decreased to RMB 6,684,000, down 14.6% from RMB 7,830,000 year-over-year[79]. - The company reported a net loss of RMB 10,676,000, compared to a net loss of RMB 15,032,000 for the same period last year, reflecting a 29.5% improvement[81]. - Total comprehensive loss for the period was RMB 10,816,000, compared to RMB 14,675,000 in the prior year[81]. Revenue Breakdown - Revenue from hardware and/or software sales was approximately RMB 74.4 million, representing a year-on-year increase of about 21.7% or RMB 13 million[21]. - Revenue from independent IT services reached approximately RMB 33.6 million, a significant increase of about 128.6% or RMB 19 million compared to the previous year[22]. - Revenue from integrated IT solution services was RMB 13,279,000 for the six months ended June 30, 2025, down from RMB 14,455,000 in 2024, representing a decrease of approximately 8.1%[98]. - Revenue from hardware and software sales increased to RMB 7,444,000 in 2025 from RMB 6,115,000 in 2024, marking an increase of about 21.7%[98]. - Major customer A contributed RMB 3,525,000 in revenue for the six months ended June 30, 2025, while major customer B contributed RMB 3,416,000, up from RMB 3,257,000 in 2024[99]. Expenses and Costs - Selling expenses increased by approximately 54.5% or RMB 13 million, amounting to about RMB 38 million, which is approximately 15.6% of the company's revenue[25]. - Administrative expenses were approximately RMB 140 million, an increase of about 6.1% or RMB 8 million compared to the previous year[26]. - The company incurred finance costs of RMB 7,503 million for the six months ended June 30, 2025, compared to RMB 5,615 million in 2024, representing an increase of approximately 33.6%[109]. - The company’s employee costs decreased to RMB 10,850 million in the six months ended June 30, 2025, from RMB 12,394 million in 2024, a reduction of about 12.5%[109]. - The company’s total sales expenses increased to RMB 3,760 million for the six months ended June 30, 2025, from RMB 2,433 million in 2024, reflecting a rise of approximately 54.4%[106]. - The company’s research and development expenses decreased to RMB 855 million for the six months ended June 30, 2025, from RMB 1,502 million in 2024, a decline of about 43.1%[106]. Strategic Initiatives - The company has established a strategic partnership with Vietnam Made Trading Technology Limited to enhance cross-border AI cloud computing initiatives[11]. - A new AI platform was launched in collaboration with Guilin University of Electronic Technology, aimed at improving student learning and administrative efficiency[14]. - The company aims to enhance its geographical coverage and business footprint through partnerships with domestic and international enterprises in Southeast Asia[10]. - The company aims to deploy over 10,000 translation cards and 8,000 microcomputers in the education sector and government agencies within two years through a strategic partnership[18]. - The company plans to continue investing in R&D and seeks collaborations with reputable clients and partners to enhance product quality and market presence in China and Southeast Asia[19]. Financial Position - As of June 30, 2025, the company's debt-to-equity ratio was approximately 53.6%, a decrease from 69.9% on December 31, 2024[38]. - The total amount of bank loans secured by the company's assets as of June 30, 2025, was RMB 15,043,000, a significant decrease from RMB 79,534,000 on December 31, 2024[39]. - The company's total equity decreased to RMB 308,545,000 from RMB 319,361,000, reflecting the impact of the net loss on shareholder equity[83]. - The company has secured bank loans totaling RMB 217,913,000, with a slight decrease from RMB 222,364,000 in the previous period[122]. Shareholder Information - Major shareholders include Deep Blue Sea Technology Co., Ltd., which holds 306,000,000 shares, representing 61.2% of the issued share capital[47]. - As of June 30, 2025, the group has a total of 164 employees and provides competitive compensation, retirement plans, and benefits[50]. - The stock option plan approved on September 18, 2023, allows for the issuance of up to 50,000,000 shares, representing 10% of the company's issued share capital as of the listing date[54]. - The maximum allocation for any participant under the stock option plan is capped at 1% of the total issued shares over any 12-month period[56]. - The stock option plan is designed to attract and retain experienced personnel and reward past contributions[52]. Cash Flow and Investments - Cash outflow from operating activities was approximately RMB 179 million, consistent with the previous year[33]. - Cash used in operating activities for the six months ended June 30, 2025, was RMB 17,939,000, slightly higher than RMB 17,920,000 in 2024[91]. - The net cash used in investing activities for the six months ended June 30, 2025, was RMB 4,755,000, a slight improvement from RMB 5,400,000 in 2024[91]. - The company reported a net cash inflow from financing activities of RMB 8,180,000 for the six months ended June 30, 2025, compared to a net outflow of RMB 8,862,000 in 2024[91]. Compliance and Governance - The board of directors consists of six executive directors and three independent non-executive directors as of the mid-term report date[70]. - The audit committee has reviewed and confirmed the accounting principles and policies adopted by the group[75]. - There are no significant litigations or arbitrations involving the company during the period[74]. - The company has not adopted any new standards or interpretations that became effective during the reporting period[96].

Major Events - Different Group (06090) has a public offering with a subscription rate of 3317.47 times the upper limit price [1] - Botai Che Lian (02889) plans to globally offer 10.4369 million H-shares from September 22 to September 25 [1] - Changhong Jiahua (03991) received a privatization offer from Changhong Group at a premium of approximately 32.93%, with resumption of trading on September 23 [1] - Huajian Medical (01931) signed a strategic cooperation agreement with Chuangsheng Group-B (06628) involving the tokenization of a $1.5 billion innovative drug pipeline asset [1] - Gilead Sciences-B (01672) reported that ASC47 combined with Semaglutide showed a weight loss effect improvement of up to 56.2% compared to Semaglutide alone in obese subjects [1] - Fosen Pharmaceutical (01652) plans to sell all equity of Henan Fosen Smart Energy Technology for 73 million yuan [1] - Maiyue Technology (02501) entered into strategic cooperation agreements with NetEase Youdao and Ferry International [1] - Zhongchuang Zhiling (00564) intends to invest 270 million yuan to establish Yaxinke Thermal Management Technology (Yizheng) Co., Ltd. to enhance market competitiveness in automotive thermal management systems [1] - Garmin Group Holdings (01271) plans to sell a portfolio of four data center projects for 5.25 billion HKD [1] Buybacks and Increases - Tencent Holdings (00700) repurchased 862,000 shares for 550 million HKD on September 22 [1] - Standard Chartered Group (02888) repurchased 517,100 shares for 7.3877 million GBP on September 19 [1] - Midea Group (00300) repurchased 3.415 million A-shares for 250 million yuan on September 22 [1] - Anta Sports (02020) repurchased 2.12 million shares for 199 million HKD on September 22 [1] - Kuaishou-W (01024) repurchased 1 million shares for 73.7998 million HKD on September 22 [1] - Heng Rui Pharmaceutical (01276) repurchased 656,000 A-shares for 45.7493 million yuan on September 19 [1] - Shenzhen Expressway Company (00548) received an increase of 25.38 million H-shares from shareholder Yunsong Capital [1]

Group 1 - The core viewpoint of the articles is that the company is establishing strategic partnerships to enhance its AI-driven language solutions in the China-ASEAN market [1][2] - The company signed a strategic cooperation framework agreement with NetEase Youdao to develop and apply AI translation technology, aiming to strengthen language solutions in the China-ASEAN region [1] - The board believes that this framework agreement aligns with the company's strategic goal of expanding its AI-driven language solutions in the China-ASEAN market, expecting to enhance technical capabilities and market coverage [1] Group 2 - The company entered a non-binding strategic cooperation agreement with Ferry International to promote AI device applications in Cambodia, planning to supply 2,000 sets of AI language products [2] - Ferry International is a Cambodian company that provides professional services including market research and project planning, and is involved in various sectors such as commercial complex development and supply chain management [2] - The company may consider granting Ferry International distribution rights for its AI language products in Cambodia upon request [2]

Core Viewpoint - The company has entered into strategic partnerships with NetEase Youdao and Ferry International to enhance its AI-driven language solutions in the China-ASEAN market, aiming to improve technology capabilities and expand market reach [1][2][3] Group 1: Partnership with NetEase Youdao - A strategic cooperation framework agreement was signed with NetEase Youdao to develop and apply AI translation technology, focusing on language solutions for the China-ASEAN region [1] - The initial cooperation includes technology integration, where both companies will share access to their respective language models to enhance translation accuracy and cultural context [1] - NetEase Youdao plans to purchase 10,000 portable translation devices from the company, which will incorporate the integrated technology for improved real-time and offline translation [1] Group 2: Partnership with Ferry International - A non-binding strategic cooperation agreement was established with Ferry International to promote AI device applications in Cambodia [2] - The company will supply 2,000 sets of AI language products, including AI translation glasses and cards, to Ferry International [2] - This partnership is part of the company's strategy to explore opportunities for growth and maximize shareholder value in global markets [2][3] Group 3: Strategic Goals and Market Expansion - The board believes that these partnerships align with the company's strategic goals of expanding its AI-driven language solutions in the China-ASEAN market [2] - The collaboration with NetEase Youdao is expected to enhance the company's technological capabilities and create revenue growth opportunities through hardware sales and joint applications [2] - The partnership with Ferry International is anticipated to further strengthen the company's overall competitiveness and solidify its leading position in the industry [3]

Group 1 - The core viewpoint of the articles is that the company, Maiyue Technology, has entered into strategic partnerships with NetEase Youdao and Ferry International to enhance its AI-driven language solutions in the China-ASEAN market [1][2][3] - The strategic cooperation framework with NetEase Youdao aims to develop and apply AI translation technology, focusing on improving language solutions in the China-ASEAN region [1] - The initial cooperation scope includes technology integration, hardware procurement, and application development for various sectors such as cross-border e-commerce, international exhibitions, business, cultural tourism, and education [1] Group 2 - The board believes that the framework agreement aligns with the company's strategic goals for expanding its AI-driven language solutions in the China-ASEAN market, enhancing technical capabilities, and increasing market coverage [2] - The partnership with Ferry International involves supplying 2,000 sets of AI language products, including AI translation glasses and cards, to promote AI device applications in Cambodia [2] - The collaboration with Ferry International is expected to further enhance the company's overall competitiveness and solidify its leading position in the industry [3]

— 1 — 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。 MAIYUE TECHNOLOGY LIMITED 邁越科技股份有限公司 （ ） 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 （股份代號：2501） 自願性公告 － (1)與網易有道信息技術（北京）有限公司訂立 戰略合作框架協議及 (2)與FERRY INTERNATIONAL CONSULTING CO., LTD.訂立 不具法律約束力的戰略合作協議 本公告由邁越科技股份有限公司（「本公司」，連同其附屬公司統稱「本集團」）自願作出， 以向股東及本公司潛在投資者提供有關本集團最新業務發展的最新資料。 (1) 戰略合作框架協議 本公司董事（「董事」）會（「董事會」）欣然宣佈，於2025年9月19日，本公司與網易有道 信息技術（北京）有限公司（「網易有道」）（一間於中華人民共和國註冊成立並於紐約 證券交易所上市的公司（股份代號：DAO））訂立戰略合作框架協議（「框架協議」）。 框架協 ...

Core Insights - Maiyue Technology (02501) experienced a significant stock price increase, rising nearly 33% during trading, with a current increase of 26.6% to HKD 1.19, and a trading volume of HKD 4.6009 million [1] Group 1: Strategic Partnerships - Maiyue Technology signed a strategic cooperation agreement with NetEase Youdao at the 22nd China-ASEAN Expo, aiming to jointly develop an ultra-smart portable translation terminal with a target of selling 1 million units globally [1] - The collaboration will integrate Maiyue Technology's self-developed China-ASEAN language parsing model with NetEase Youdao's "Ziyue Translation Model," establishing a new development framework in the China-ASEAN language intelligence sector characterized by "technology synergy + hardware implementation + global layout" [1] Group 2: Additional Collaborations - Maiyue Technology entered a non-binding strategic cooperation agreement with Yong Sheng to promote AI applications and products in Thailand for a duration of three years [1] - In the initial phase, Yong Sheng will purchase 1,000 units of Maiyue AI translation glasses, funded by the Thai government, with the potential for exclusive distribution rights in Thailand in the second phase [1]