Montage Technology(688008)
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冲刺A+H!澜起科技宣布赴香港IPO,股价不涨反跌
Hua Xia Shi Bao· 2025-06-23 13:12
Group 1 - The core viewpoint of the article is that Lanke Technology plans to issue H-shares for overseas listing in Hong Kong, aiming to enhance its international presence and financing capabilities while also announcing a share buyback plan of 200 million to 400 million yuan [2][4]. - The company has experienced significant growth in revenue and net profit, with a 59.2% year-on-year increase in revenue to 3.639 billion yuan and a 213.1% increase in net profit to 1.412 billion yuan for 2024 [5]. - Lanke Technology's product lines include interconnect chips and the Zindai server platform, with a focus on memory interface chips, which have seen increased demand due to the rise of AI and the growing penetration of DDR5 technology [4][5]. Group 2 - The company has faced frequent share reductions by major shareholders since its listing on the STAR Market, with significant reductions from major stakeholders like China Power Investment Corporation and Intel Capital [7]. - The A+H listing model is gaining momentum, with over 20 A-share companies planning to list in Hong Kong in June alone, indicating a trend towards international capital market engagement [8]. - The Hong Kong market has become more attractive for A-share companies due to its flexible regulatory environment and the internationalization of its investor base, which emphasizes the importance of profitability and sustainable growth [9][10].
澜起科技: 澜起科技关于2025年第一次回购A股股份方案首次回购股份暨回购股份进展的公告
Zheng Quan Zhi Xing· 2025-06-23 13:04
证券代码:688008 证券简称:澜起科技 公告编号:2025-033 澜起科技股份有限公司 关于 2025 年第一次回购 A 股股份方案 首次回购股份暨回购股份进展的公告 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。 重要内容提示: 回购方案首次披露日 2025/6/21 回购方案实施期限 2025 年 6 月 23 日~2025 年 9 月 19 日 预计回购金额 2亿元~4亿元 □减少注册资本 √用于员工持股计划或股权激励 回购用途 □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 45万股 累计已回购股数占总股本比例 0.04% 累计已回购金额 3,511.76万元 实际回购价格区间 77.79元/股~78.29元/股 一、 回购股份的基本情况 公司于 2025 年 6 月 20 日召开第三届董事会第八次会议,审议通过了《关于 用自有资金通过上海证券交易所交易系统以集中竞价交易方式回购公司已发行的 部分 A 股股票。公司回购股份将在未来适宜时机全部用于员工持股计划或股权激 励,回购价格不超过人民币 1 ...
澜起科技: 澜起科技关于2025年回购A股股份事项前十名股东和前十名无限售条件股东持股情况的公告
Zheng Quan Zhi Xing· 2025-06-23 12:42
证券代码:688008 证券简称:澜起科技 公告编号:2025-032 澜起科技股份有限公司 关于 2025 年回购 A 股股份事项前十名股东和前十名 无限售条件股东持股情况的公告 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、准确性和完整性依法承担法律责任。 澜起科技股份有限公司(以下简称"公司")于 2025 年 6 月 20 日召开第三 届董事会第八次会议,审议通过了《关于 2025 年第一次以集中竞价交易方式回 购公司 A 股股份方案的议案》《关于 2025 年第二次以集中竞价交易方式回购公 司 A 股股份方案的议案》,具体内容详见公司于 2025 年 6 月 21 日在上海证券 交易所网站(www.sse.com.cm)上披露的《关于 2025 年第一次以集中竞价交易 方式回购 A 股股份的回购报告书》(公告编号:2025-027)、《关于 2025 年第 二次以集中竞价交易方式回购 A 股股份的预案》(公告编号:2025-028)。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 前一个交易日(即 2025 年 6 月 2 ...
澜起科技(688008) - 澜起科技关于2025年第一次回购A股股份方案首次回购股份暨回购股份进展的公告
2025-06-23 12:02
证券代码:688008 证券简称:澜起科技 公告编号:2025-033 二、 首次回购股份的情况 澜起科技股份有限公司 关于 2025 年第一次回购 A 股股份方案 首次回购股份暨回购股份进展的公告 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。 重要内容提示: | 回购方案首次披露日 | 2025/6/21 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 2025 年 月 23 9 | 6 | 日~2025 | 年 | 月 | 19 | 日 | | 预计回购金额 | 2亿元~4亿元 | | | | | | | | 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 | 45万股 | | | | | | | | 累计已回购股数占总股本比例 | 0. ...
澜起科技(688008) - 澜起科技关于2025年回购A股股份事项前十名股东和前十名无限售条件股东持股情况的公告
2025-06-23 12:00
证券代码:688008 证券简称:澜起科技 公告编号:2025-032 澜起科技股份有限公司 关于 2025 年回购 A 股股份事项前十名股东和前十名 序号 股东名称 持股数量 (股) 持股比例(%) 1 香港中央结算有限公司 116,950,553 10.22 2 中国电子投资控股有限公司 57,894,297 5.06 3 招商银行股份有限公司-华夏上证科创板 50 成 份交易型开放式指数证券投资基金 53,521,398 4.68 4 珠海融英投资合伙企业(有限合伙) 49,357,438 4.31 5 中国工商银行股份有限公司-易方达上证科创 板 50 成份交易型开放式指数证券投资基金 47,733,282 4.17 6 WLT Partners, L.P. 45,012,524 3.93 一、公司前十名股东持股情况 | 7 | 中信证券股份有限公司-嘉实上证科创板芯片 | 26,549,568 | 2.32 | | --- | --- | --- | --- | | | 交易型开放式指数证券投资基金 | | | | 8 | 中国工商银行-上证 交易型开放式指数证券 50 | 22,624,121 | ...
宣布赴港上市,900亿芯片巨头澜起科技加码海外
Huan Qiu Lao Hu Cai Jing· 2025-06-23 05:38
Group 1 - The core viewpoint of the news is that 澜起科技 has initiated the process for issuing H-shares and listing on the Hong Kong Stock Exchange, aiming to enhance its international strategy and financing capabilities [1] - The company plans to use the funds raised from the listing for research and innovation in interconnected chip technology, global market expansion, strategic investments, and acquisitions [2] - 澜起科技's business primarily focuses on memory interconnect, PCIe/CXL interconnect, and Ethernet/optical interconnect, with its self-developed DDR4 and DDR5 chips being industry leaders [2] Group 2 - The demand for memory interface chips is expected to grow significantly, with the Chinese market projected to reach a scale of 100 billion by 2025, reflecting a growth rate exceeding 20% [2] - 澜起科技's revenue and profit are expected to see substantial recovery in 2024, with projected revenue of 3.639 billion yuan, a year-on-year increase of 59.20%, and a net profit of 1.412 billion yuan, a year-on-year increase of 213.10% [3] - In Q1 2025, the company achieved revenue of 1.222 billion yuan, a year-on-year increase of 65.78%, and a net profit of 525 million yuan, a year-on-year increase of 135.14% [3]
澜起科技拟发行H股 2019年科创板上市募资28亿元
Zhong Guo Jing Ji Wang· 2025-06-23 03:36
Core Viewpoint - Company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance international strategy and financing capabilities [1][2] Group 1: Company Actions - Company held board meetings on June 20, 2025, to approve the issuance of H-shares and related proposals [1] - Company has appointed Ernst & Young as the auditing firm for the H-share issuance [1] - Company is in discussions with intermediaries regarding the issuance, with specific details yet to be finalized [1] Group 2: Regulatory Requirements - The issuance requires approval from the shareholders' meeting and regulatory bodies including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [2] - There is significant uncertainty regarding the approval and implementation of the issuance [2] Group 3: Previous Listing Information - Company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 22, 2019, with 112.98 million shares issued at a price of 24.80 yuan per share [2] - The total funds raised from the previous listing amounted to 280.19 million yuan, with a net amount of 274.66 million yuan after expenses [3] - The funds were intended for projects including next-generation memory interface chip development and AI chip research [3]
澜起科技境外收入占70%拟赴港IPO A股上市六年未再融资分红回购额超33亿
Chang Jiang Shang Bao· 2025-06-23 00:52
Core Viewpoint - Company plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance international strategy and attract talent [3][8] Financial Performance - In 2024, the company achieved a net profit of 1.412 billion yuan, a year-on-year increase of 213.1%, marking the highest level since its listing [1][8] - The company's revenue for 2024 was 3.639 billion yuan, up 59.2% year-on-year, with overseas revenue contributing 2.577 billion yuan, accounting for 70.8% of total revenue [1][10] - The gross profit margin for overseas sales was 62.82%, an increase of 0.77 percentage points year-on-year [1][10] Shareholder Returns - The company has announced a share repurchase plan of 200 million to 400 million yuan, which will bring total cash dividends and share repurchases to 3.349 billion yuan since its listing [2][7] - The company has consistently implemented dividends over the past six years, totaling approximately 2.14 billion yuan [4][5] R&D and Innovation - Approximately 75% of the company's employees are engaged in research and development, with R&D expenses in 2024 amounting to 763 million yuan, representing 20.98% of total revenue [8][10] - The company holds 187 authorized invention patents and has maintained a high R&D expense ratio exceeding 15% for three consecutive years [10] Market Position and Growth - The company is a leading player in the memory interface chip market, benefiting from the growing demand for DDR5 memory interface chips and high-performance computing chips driven by the AI industry [9][10] - As of April 22, 2025, the company expects to deliver interconnect chips with a total order value exceeding 1.29 billion yuan [9]
澜起科技,宣布赴香港IPO,冲刺A+H|A股公司香港上市
Xin Lang Cai Jing· 2025-06-21 06:07
Group 1 - The core viewpoint of the article is that 澜起科技 (LQ Technology) is enhancing its international strategy and plans to issue new shares to attract talent and improve overseas financing capabilities [1] - 澜起科技 reported a revenue of 3.639 billion CNY for 2024, representing a year-on-year growth of 59.20%, and a net profit of 1.412 billion CNY, which is a 213.10% increase year-on-year [1] - The company is actively working with intermediaries for the issuance and has appointed Ernst & Young as the auditor for this process [1] Group 2 - As of June 20, 2025, 澜起科技's stock closed at 81.57 CNY per share, with a total market capitalization of approximately 93.38 billion CNY [2] - The company has a dynamic price-to-earnings ratio of 44.44 and a trailing twelve months (TTM) price-to-earnings ratio of 54.49 [2] - 澜起科技's stock has a 52-week high of 86.66 CNY and a low of 47.46 CNY, indicating significant price volatility [2]
澜起科技(688008) - 澜起科技关于2025年第二次以集中竞价交易方式回购A股股份的预案
2025-06-20 14:48
证券代码:688008 证券简称:澜起科技 公告编号:2025-028 澜起科技股份有限公司 关于 2025 年第二次以集中竞价交易方式 回购 A 股股份的预案 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、准确性和完整性依法承担法律责任。 重要内容提示: ●回购股份期限:自公司股东大会审议通过本次回购方案之日起 12 个月内。 本次回购方案不影响 2025 年第一次回购方案的独立实施,本次回购方案将于股东 大会审议通过后且公司 2025 年第一次回购方案实施完毕之后开始实施。 ●相关股东是否存在减持计划: 1.截至本公告披露日,公司董事、监事、高级管理人员未来 3 个月、6 个月 没有减持计划。 1.本次回购股份方案尚需提交股东大会审议通过,如果股东大会未能审议通 1 ●回购股份金额:不低于人民币 2 亿元(含),不超过人民币 4 亿元(含) ●回购股份资金来源:公司自有资金 ●回购股份用途:本次回购股份将用于减少公司注册资本 ●回购股份价格:不超过人民币 118 元/股(含) ●回购股份方式:通过上海证券交易所系统以集中竞价交易方式回购 过,将导致本 ...