Group 1 - The chairman of the Hong Kong Stock Exchange, Li Xinyan, increased his stake in China Longgong (03339) by acquiring 13.274 million shares at a price of HKD 2.8471 per share, totaling approximately HKD 37.7924 million [1] - Following the acquisition, the total number of shares held by Li Xinyan is approximately 2.436 billion, representing a holding percentage of 56.92% [1] - The transaction also involves other related parties, specifically Ni Yinying [1]

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: 中國龍工控股有限公司 呈交日期: 2025年10月2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) | 03339 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 20,000,000,000 | HKD | | 0.1 | HKD | | 2,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 20,000,000,000 | HKD | | 0.1 | HKD | | 2,000,000,000 | 本月底 ...

(incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） （Stock Code 股份代號：3339） 30 September 2025 Dear registered shareholder(s), Lonking Holdings Limited (the "Company") – Notice of Publication of Interim Report 2025 (the "Current Corporate Communications") and Arrangement of Electronic Dissemination of Corporate Communications Solicitation of electronic contact details To ensure timely receipt of the latest Corporate Communications, the Company recommends you provide your email address ...

(incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） （Stock Code 股份代號：3339） 30 September 2025 Dear non-registered shareholder(s), Lonking Holdings Limited (the "Company") – Notice of Publication of Interim Report 2025 (the "Current Corporate Communications") and Arrangement of Electronic Dissemination of Corporate Communications The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at www.lonkinggroup.com and the HKE ...

Financial Performance - Revenue for the six months ended June 30, 2025, was RMB 5,596,064,000, representing a 4.40% increase from RMB 5,360,093,000 in the same period of 2024[5] - Operating profit increased by 20.75% to RMB 737,054,000 compared to RMB 610,402,000 in the previous year[5] - Net profit attributable to equity holders of the parent rose by 37.83% to RMB 631,728,000 from RMB 458,353,000[5] - Basic earnings per share increased by 36.36% to RMB 0.15, up from RMB 0.11[5] - The gross profit margin improved to 20.28%, up from 18.46% in the previous year, reflecting a 1.82% increase[5] - The net profit margin increased to 11.29%, compared to 8.55% in the same period last year, a rise of 2.74%[5] - Total comprehensive income for the period was RMB 625,482,000, compared to RMB 461,221,000 in the previous year, reflecting a strong performance[13] - The company reported a pre-tax profit of RMB 735,663 for the six months ended June 30, 2025, compared to RMB 591,053 for the same period in 2024, indicating a growth of 24.4%[30] - Net profit for the period was RMB 632 million, a 37.80% increase from RMB 458 million in the same period last year[68] Cash Flow and Liquidity - Operating cash flow before changes in working capital was RMB 683,675,000, up from RMB 548,734,000, marking a 24.5% increase[21] - The company reported a net cash flow from operating activities of RMB 579,683,000, compared to RMB 316,244,000, representing an increase of 83.2%[21] - The current ratio was 2.29, slightly down from 2.42, indicating a 5.37% decrease in liquidity[5] - Cash and bank balances increased significantly by RMB 2,736 million or 224.6% to approximately RMB 3,954 million, attributed to strong operational performance and effective cost management[78] Assets and Liabilities - As of June 30, 2025, total non-current assets increased to RMB 3,683,115,000 from RMB 3,011,628,000 in December 2024, representing a growth of 22.3%[15] - Current assets totaled RMB 12,833,296,000, up from RMB 12,463,367,000, indicating an increase of 2.96%[16] - Total current liabilities rose to RMB 5,613,552,000, compared to RMB 4,712,868,000, reflecting an increase of 19.1%[16] - The total liabilities for other payables and accrued liabilities rose to RMB 858,564 thousand as of June 30, 2025, up from RMB 801,633 thousand as of December 31, 2024, indicating a growth of about 7%[56] - The company’s total liabilities rose to RMB 5,700,350 as of June 30, 2025, compared to RMB 4,770,902 as of December 31, 2024, reflecting an increase of 19.5%[34] Sales and Market Performance - The sales of wheel loaders accounted for 41.2% of total sales, amounting to RMB 2,300,997, while forklift sales represented 33.6% with RMB 1,880,612[36] - Revenue from external customers in mainland China was RMB 3,962,590, an increase from RMB 3,892,804 in the previous year[33] - The loader business contributed the largest share to the company's revenue and profit, accounting for 41.12% of total sales, up from 40.31% in the same period last year[68] - Excavator sales grew by 59.58% year-on-year, with a sales share of 14.44%, an increase of 4.99 percentage points compared to 9.45% in the previous year[68] - The Northwest region saw a sales increase of 22.3%, with market share rising from 7.01% to 8.58%[69] - Export market performance was strong, growing by 11.3%, increasing its share of total revenue from 27.37% to 29.19%[69] Cost and Expenses - The cost of sold inventory rose to RMB 4,211,845,000 in 2025, up from RMB 3,794,684,000 in 2024, indicating an increase of 11%[40] - Financial costs decreased dramatically by 92.8% from RMB 19.35 million to RMB 1.39 million, enhancing profitability and financial flexibility[87] - R&D expenses increased by 8.4% to RMB 240.27 million, demonstrating the company's commitment to innovation and product development[89] Corporate Governance and Management - The company has adopted and complied with the corporate governance code as of June 30, 2025, with some deviations noted[91] - The board believes that the dual role of the chairman and CEO held by Mr. Li is appropriate for maintaining policy continuity and business stability[96] - The company has improved its internal control systems, enhancing supply chain management and inter-departmental oversight[100] - The company emphasizes effective communication as a core aspect of investor relations, having conducted over 25 investor meetings and calls in the first half of 2025[101] Shareholder Information - As of June 30, 2025, the company has a total of 2,400,299,088 shares outstanding, with the largest shareholder, Ni Yinying, holding 56.03% of the shares[104] - The company does not plan to distribute any interim dividends for the six months ending June 30, 2025, maintaining the previous year's dividend of 0 HKD per share[107] Social Responsibility and Future Outlook - The company is committed to enhancing shareholder value while providing high-quality products and services to customers[102] - The company has a strong commitment to social responsibility and community development[102] - The company anticipates that the Chinese economy will continue to develop steadily, supported by proactive macro policies, particularly benefiting the engineering machinery industry[90] - Significant government projects, such as the Yarlung Tsangpo River downstream hydropower project, are expected to positively impact market demand for engineering machinery[90]

Group 1 - The core viewpoint of the article highlights that China Longgong (03339) has seen a stock price increase of over 5%, currently at 3.05 HKD, with a trading volume of 95.34 million HKD [1] - According to the Engineering Machinery Industry Association, excavator sales (including exports) are projected to reach 16,523 units by August 2025, representing a year-on-year growth of 12.8% [1] - Domestic sales are expected to be 7,685 units, showing a year-on-year increase of 14.8%, while export sales are anticipated to be 8,838 units, reflecting an 11.1% year-on-year growth [1] Group 2 - Guoyuan Securities indicates that domestic leading enterprises maintain strong competitive advantages in both supply and demand sides, supporting a positive outlook for the engineering machinery industry [1] - In the first half of this year, China Longgong achieved revenue of 5.596 billion RMB, a year-on-year increase of 69.67%, and a net profit attributable to shareholders of 632 million RMB, up 37.83% year-on-year [1] - Everbright Securities believes that the company's performance meets expectations and is likely to benefit significantly from the recovery of the domestic engineering machinery industry and trends towards internationalization and electrification [1]

Group 1 - China Longgong (03339) shares rose over 5%, currently up 5.17% at HKD 3.05, with a trading volume of HKD 95.34 million [1] - According to the Engineering Machinery Industry Association, excavator sales (including exports) are projected to reach 16,523 units by August 2025, representing a year-on-year increase of 12.8% [1] - Domestic excavator sales are expected to be 7,685 units, up 14.8% year-on-year, while export sales are forecasted at 8,838 units, reflecting an 11.1% increase [1] Group 2 - Guoyuan Securities indicates that domestic leading enterprises maintain strong competitive advantages in both supply and demand sides, supporting a positive outlook for the engineering machinery industry [1] - In the first half of this year, China Longgong achieved revenue of RMB 5.596 billion, a year-on-year increase of 69.67%, and a net profit attributable to shareholders of RMB 632 million, up 37.83% year-on-year [1] - Everbright Securities believes that the company's performance meets expectations and is likely to benefit significantly from the recovery of the domestic engineering machinery industry and trends towards internationalization and electrification [1]

Core Viewpoint - The engineering machinery industry continues its recovery in the first half of 2025, driven by domestic demand from long-term government bond issuance, deepening equipment renewal policies, and accelerated energy transition. Core products such as excavators, concrete machinery, and cranes have seen comprehensive growth in domestic sales, while overseas markets remain robust, particularly in mineral development and energy infrastructure [1]. Company Performance Summary XCMG Machinery - Achieved operating revenue of 54.808 billion yuan, a year-on-year increase of 8.04%, and a net profit of 4.358 billion yuan, up 16.63%. The company shows a favorable development trend with growth in revenue, net profit, and cash flow, driven by internationalization, new energy, and aftermarket services [2][3]. - The earthmoving segment saw a revenue increase of 22.37%, making it the largest revenue segment, accounting for 31.05% of total revenue. Domestic sales share increased, with export revenue growing by 20% and aftermarket revenue up by 29% [3]. SANY Heavy Industry - Reported revenue of 44.534 billion yuan, a 14.96% increase, and a net profit of 5.216 billion yuan, up 46%. The excavator segment generated 17.497 billion yuan in sales, a 15% increase, maintaining the top position in the domestic market [5]. - Concrete machinery sales decreased by 6.49% to 7.441 billion yuan, while crane machinery sales increased by 17.89% to 7.804 billion yuan, with significant market share gains in various crane categories [6][7]. Zoomlion Heavy Industry - Recorded revenue of 24.855 billion yuan, a 1.3% increase, and a net profit of 2.765 billion yuan, up 20.84%. The crane segment accounted for 33.69% of total revenue, with earthmoving machinery exports growing over 33% [8]. LiuGong Machinery - Achieved revenue of 18.181 billion yuan, a 13.21% increase, and a net profit of 1.230 billion yuan, up 25.05%. The earthmoving machinery segment contributed 64.09% of total revenue, with both domestic and overseas markets showing strong growth [9]. Shantui - Reported revenue of 7.004 billion yuan, an 8.78% increase, with overseas revenue growing by 7.66% compared to the previous year [10]. Zhejiang Dingli - Achieved operating revenue of 4.336 billion yuan, a 12.35% increase, and a net profit of 1.052 billion yuan, up 27.63%. The company has shown resilience in a complex external environment [10]. Anhui Heli - Reported revenue of 9.390 billion yuan, a 6.18% increase, but net profit decreased by 4.60% to 0.796 billion yuan. Overseas revenue reached 4.016 billion yuan, up 15.20%, accounting for 43% of total revenue [11]. Market Dynamics - The engineering machinery industry is gradually improving, with domestic markets recovering and exports maintaining stable growth. Companies are actively seizing opportunities to enhance quality and efficiency while expanding their market presence [9][10].

Group 1 - The core point of the article is that Ni Yinying increased his stake in China Longgong (03339) by acquiring 21.3 million shares at an average price of HKD 2.6951 per share, totaling approximately HKD 57.41 million [1] - After the acquisition, Ni Yinying's total shareholding in China Longgong reached approximately 2.42 billion shares, representing a 56.53% ownership stake [1] - The transaction involved other related parties, specifically Li Xinyan [1]

Group 1 - The core point of the article is that Ni Yinying increased his stake in China Longgong (03339) by acquiring 21.3 million shares at an average price of HKD 2.6951 per share, totaling approximately HKD 57.41 million [1] - After the acquisition, the total number of shares held by Ni Yinying is approximately 2.42 billion, representing a holding percentage of 56.53% [1] - The transaction also involves other related parties, specifically Li Xinyan [1]