Group 1 - The core point of the article is that Longqi Technology (603341.SH) announced a plan for a major shareholder, Suzhou Shunwei, to reduce its stake in the company due to personal funding needs [1] - Suzhou Shunwei intends to reduce its holdings by up to 19.1916 million shares, which represents a maximum of 4.09% of the company's total share capital [1]

格隆汇9月1日丨龙旗科技(603341.SH)公布，截至2025年8月31日，公司通过集中竞价交易方式已累计回 购股份749.99万股，已回购股份占公司总股本的比例为1.60%，回购成交的最高价为42.49元/股、最低价 为37.55元/股，已支付的资金总额为3亿元（不含交易费用）。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 证券代码：603341 证券简称：龙旗科技 公告编号：2025-092 上海龙旗科技股份有限公司 关于以集中竞价交易方式回购股份的进展公告 重要内容提示： | 回购方案首次披露日 | 2025/4/9 | | | | | | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 4 8 4 7 | 日~2026 | 年 | 月 | 日 | | 预计回购金额 | 2.5亿元~5亿元 | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | | | | | □用于转换公司可转债 | | | | | | | □为维护公司价值及股东权益 | | | | | | 累计已回购股数 | 7,499,937股 | | | | | | 累计已回购股数占总股本比例 | 1.60% | | | | | | 累计已回购金额 | 299,819,751.05元 | | | | | | 实际回购价格区间 | ...

证券代码：603341 证券简称：龙旗科技 公告编号：2025-093 上海龙旗科技股份有限公司 关于股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 股东的基本情况 截至本公告披露日，苏州工业园区顺为科技创业投资合伙企业（有限合伙） （以下简称"苏州顺为"）持有上海龙旗科技股份有限公司（以下简称"公司"） 无限售条件流通股 19,191,600 股，占公司总股本的 4.09%。天津金米投资合伙企 业（有限合伙）（以下简称"天津金米"）持有公司无限售条件流通股 23,221,393 股，占公司总股本的 4.95%；苏州顺为、天津金米系同一实际控制人控制下的一 致行动人，合计持有公司无限售条件流通股 42,412,993 股，占公司总股本的 9.04%。 上述股东本次拟减持的股份均来源于公司首次公开发行股份前取得，并于 2025 年 3 月 3 日起上市流通。 减持计划的主要内容 由于股东自身资金需求，苏州顺为拟于本公告发布之日起 15 个交易日后的 3 个月内通过集中竞价交易和/或 ...

Group 1 - The shareholder Suzhou Industrial Park Shunwei Technology Venture Capital Partnership (Limited Partnership) plans to reduce its holdings by up to 19.1916 million shares, accounting for 4.09% of the company's total share capital, between September 24, 2025, and December 23, 2025 [1] - Suzhou Shunwei and its concerted action partner Tianjin Jinmi Investment Partnership (Limited Partnership) currently hold a total of 42.413 million shares, representing 9.04% of the company's total share capital [1]

Core Viewpoint - Longqi Technology (603341) reported a decline in total revenue for the first half of 2025, while net profit showed a slight increase, indicating mixed financial performance amid challenging market conditions [1][3]. Financial Performance - Total revenue for the first half of 2025 was 19.908 billion yuan, a decrease of 10.65% year-on-year [1]. - Net profit attributable to shareholders was 356 million yuan, an increase of 5.01% year-on-year [1]. - In Q2 2025, total revenue was 10.529 billion yuan, down 11.85% year-on-year, while net profit was 201 million yuan, down 4.31% year-on-year [1]. - Gross margin improved to 8.14%, up 25.23% year-on-year, and net margin increased to 1.78%, up 18.67% year-on-year [1]. Cost and Efficiency Metrics - Total selling, administrative, and financial expenses amounted to 294 million yuan, representing 1.48% of revenue, an increase of 39.21% year-on-year [1]. - The company's return on invested capital (ROIC) was 5.88%, indicating average capital returns [3]. - The net profit margin for the previous year was 1.06%, suggesting low added value for products or services [3]. Cash Flow and Debt - Cash assets were reported as healthy, with cash and cash equivalents at 6.342 billion yuan, down 9.85% year-on-year [1]. - Interest-bearing debt increased significantly to 3.138 billion yuan, up 77.45% year-on-year [1]. - The cash flow situation is a point of concern, with cash assets to current liabilities ratio at 70.18% [3]. Market Position and Analyst Expectations - Analysts expect the company's performance in 2025 to reach 653 million yuan, with an average earnings per share of 1.4 yuan [3]. - The company relies heavily on research and development for its business model, which requires careful examination of the underlying drivers [3]. Fund Holdings - The largest fund holding Longqi Technology is Changcheng Jiujia Innovation Growth Mixed A, with 3.75 million shares held [4]. - Other funds have also entered the top ten holdings, indicating growing interest in the company [4].

证券代码：603341 证券简称：龙旗科技 公告编号：2025-089 上海龙旗科技股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 根据《上市公司募集资金监管规则》《上海证券交易所股票上市规则》《上 海证券交易所上市公司自律监管指引第 1 号——规范运作》等有关规定，现将上 海龙旗科技股份有限公司（以下简称"公司"）2025 年半年度募集资金存放、 管理与使用情况作如下专项报告： 一、募集资金基本情况 （一）实际募集资金金额及资金到账情况 根据中国证券监督管理委员会于 2023 年 10 月 25 日出具的《关于同意上海 龙旗科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕2432 号），并经上海证券交易所同意，公司首次公开发行人民币普通股 60,000,000 股，每股面值为人民币 1.00 元，发行价格为人民币 26.00 元/股，募集资金总额 为 人民币 156,000.00 万 元，扣除发行 费用后，实 际募集资 金净额 为人 民 币 了《上海龙旗科技股份有限公司验资报告》（容诚验字[2 ...

Core Viewpoint - The company is committed to enhancing quality and efficiency while returning value to shareholders through a comprehensive action plan for 2025, focusing on sustainable development, innovation, and shareholder returns [1][2][3]. Group 1: Business Development - The company specializes in the research, design, production, and comprehensive services of smart products, operating in the ODM industry for over 20 years, serving major global clients like Xiaomi and Samsung [1][2]. - In the first half of 2025, the company achieved a revenue increase of 5.01%, driven by steady growth in its tablet business and rapid expansion in AIoT [2][3]. - The company has successfully launched multiple products in the AI PC and automotive electronics sectors, collaborating with leading clients [2][3]. Group 2: ESG and Sustainability - The company is dedicated to establishing a robust ESG framework to enhance its sustainable development capabilities, having published its ESG report for 2024 [3][4]. - The company has received an AA rating from Wind for its outstanding performance in environmental protection, social responsibility, and corporate governance [3][4]. Group 3: Innovation and R&D - The company has over 4,000 R&D personnel and has accumulated significant technological expertise, holding 169 invention patents and 475 utility model patents [4][5]. - New R&D centers have been established in Xi'an and Suzhou to expand the company's research network and enhance product development capabilities [4][5]. Group 4: Shareholder Returns - The company has implemented a stable cash dividend policy, distributing a total of 228.8 million yuan in cash dividends to shareholders in 2024 [5][6]. - In the first half of 2025, the company repurchased shares at a maximum price of 42.49 yuan per share, totaling approximately 299.8 million yuan [5][6]. Group 5: Corporate Governance - The company adheres to legal regulations and continuously improves its governance structure and compliance management systems [7][8]. - Recent governance changes include the cancellation of the supervisory board and the establishment of employee representative directors to enhance decision-making processes [7][8]. Group 6: Investor Relations - The company emphasizes transparent communication with investors, utilizing various channels to enhance engagement and understanding of its business strategies [6][9]. - The company has achieved a 100% response rate to investor inquiries through its interactive platform, fostering a stable relationship with investors [6][9].

证券代码：603341 证券简称：龙旗科技 公告编号：2025-090 上海龙旗科技股份有限公司 关于变更注册资本、修订《公司章程》 鉴于上述总股本、注册资本的变更，根据《中华人民共和国公司法》《中华 人民共和国证券法》《上市公司章程指引》和《上海证券交易所股票上市规则》 等有关规定，公司对《公司章程》部分条款进行了修订。具体修订内容拟定如下： 一、关于变更注册资本的基本情况 公司于 2025 年 5 月 26 日召开了第四届董事会第七次会议、第四届监事会第 六次会议，会议审议通过了《关于向公司 2025 年限制性股票激励计划激励对象 首次授予限制性股票的议案》，同意向 269 名激励对象授予 433.5 万股限制性股 票。在缴款验资环节及后续办理登记的过程中，4 名激励对象因个人原因自愿放 弃认购获授的限制性股票合计 5 万股。因此，本次激励计划首次授予部分的限制 性股票实际授予激励对象人数由 269 人变更为 265 人，首次授予部分的限制性股 票登记数量由 433.5 万股变更为 428.5 万股。 票在中国证券登记结算有限责任公司上海分公司完成登记手续，授予登记的限制 性股票数量为 428.5 万股。 ...

公司依照本章程第二十五条第一款规定收购本公司股份后，属于第 （一）项情形的，应当自收购之日起 10 日内注销；属于第（二）项、 第（四）项情形的，应当在 6 个月内转让或者注销；属于第（三）项、 第（五）项、第（六）项情形的，公司合计持有的本公司股份数不得 超过本公司已发行股份总数的 10%，并应当在 3 年内转让或者注销。 第三节 股份转让 第二十八条 公司的股份应当依法转让。 第二十九条 公司不接受本公司的股份作为质权的标的。 上海龙旗科技股份有限公司 章 程 第三十条 公司公开发行股份前已发行的股份，自公司股票在证券交易所上市交 易之日起 1 年内不得转让。 公司董事、高级管理人员应当向公司申报所持有的本公司的股份及其 变动情况，在就任时确定的任职期间每年转让的股份不得超过其所持 有本公司同一类别股份总数的 25%；所持本公司股份自公司股票上市 交易之日起 1 年内不得转让。上述人员离职后半年内，不得转让其所 持有的本公司股份。 法律、行政法规或者中国证监会对股东转让其所持本公司股份另有规 定的，从其规定。 第三十一条 公司董事、高级管理人员、持有本公司股份 5%以上的股东，将其持 有的本公司股票或者其 ...