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龙芯中科前三季度亏损3.43亿 政务、工控客户仍未恢复正常采购 信用及资产减值损失激增
Cai Lian She· 2024-10-29 11:27AI Processing
《科创板日报》10月29日讯(记者 郭辉)龙芯中科今日(10月29日)盘后发布2024年第三季度财务报 告。 公告数据显示,该公司前三季度实现营收3.08亿元,同比减少21.94%;归母净利润为-3.43亿元,较去年 同期亏损扩大1.36亿元。 单季度来看,今年第三季度,该公司营收为8819万元,同比增长2.05%;归母净利润为-1.05亿元,亏损 规模与去年同期基本持平,环比今年第二季度减亏近6000万元。 关于今年前三季度的业绩变动原因,龙芯中科表示,一方面受宏观经济环境、电子政务市场和公司传统 优势工控领域部分重要客户尚未恢复正常采购的影响;另一方面,随着龙芯芯片产品竞争力提升,芯片 销售收入相应提高,公司调整销售策略,减少了整机型解决方案的销售。 值得关注的是,财报显示,今年前三季度龙芯中科的资产减值损失达4246万元,而去年同期仅为116万 元;同时今年前三季度的信用减值损失也高达3462万元,高于去年同期的993万元。 龙芯中科在近期接受机构调研时表示,上半年信息化业务毛利率为21.55%,同比有所增加,后续会继 续增长。其原因一方面是目前批量出货的桥片是2021年产能最紧张时生产,成本较高,后续 ...
龙芯中科:龙芯中科关于召开2024年第三季度业绩说明会的公告
2024-10-29 09:21
证券代码:688047 证券简称:龙芯中科 公告编号:2024-044 龙芯中科技术股份有限公司 关于召开 2024 年第三季度业绩说明会的公告 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。 重要内容提示: (三)会议召开方式:上证路演中心视频录播和网络互动 三、参加人员 ●会议召开时间:2024 年 11 月 8 日(星期五)上午 10:00-11:30; ● 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : http://roadshow.sseinfo.com/); ●会议召开方式:上证路演中心视频录播和网络互动; ●投资者可于 2024 年 11 月 01 日(星期五)至 11 月 07 日(星期四)16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@loongson.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 龙芯中科技术股份有限公司(以下简称"公司")已于 2024 年 10 月 30 日披 露公司 2024 ...
龙芯中科(688047) - 2024 Q3 - 季度财报
2024-10-29 09:21
Financial Performance - The company's operating revenue for the third quarter was ¥88,193,733.22, representing a year-on-year increase of 2.05%[4] - The net profit attributable to shareholders was -¥104,629,563.54, with a year-to-date net profit of -¥342,759,507.16, indicating a significant loss[4] - The company experienced a 21.94% decrease in year-to-date operating revenue due to macroeconomic conditions and changes in sales strategy[8] - Total operating revenue for the first three quarters of 2024 was CNY 307,780,631.08, a decrease of 22% compared to CNY 394,307,074.71 in the same period of 2023[19] - The company reported a net loss of CNY 400,130,709.91 for the first three quarters of 2024, compared to a loss of CNY 258,865,994.50 in the same period of 2023[19] - The total revenue for the third quarter of 2024 was -400,173,288.36 CNY, compared to -259,010,542.07 CNY in the same period of 2023, indicating a significant increase in losses[20] - The net profit for the third quarter of 2024 was -342,759,507.16 CNY, worsening from -206,898,328.59 CNY year-over-year[20] - The basic earnings per share for the year-to-date period was -¥0.86, reflecting a decline due to reduced net profit[4] - The basic and diluted earnings per share for the third quarter of 2024 were both -0.86 CNY, compared to -0.52 CNY in the same quarter of 2023[20] - The total comprehensive income for the third quarter of 2024 was -343,764,307.46 CNY, compared to -200,698,771.00 CNY in the same period of 2023[20] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,727,057,659.15, down 9.36% from the end of the previous year[4] - Total current assets as of September 30, 2024, amounted to ¥2,814,783,343.80, a decrease from ¥3,267,446,188.98 as of December 31, 2023, representing a decline of approximately 13.8%[16] - Non-current assets totaled CNY 912,274,315.35, an increase from CNY 844,642,791.66 year-over-year[18] - Total liabilities decreased to CNY 516,001,754.34 from CNY 563,164,120.96, indicating a reduction of approximately 8.4%[18] - The company's total assets were CNY 3,727,057,659.15, down from CNY 4,112,088,980.64 in the previous year[18] Cash Flow - The company reported a net cash flow from operating activities of -¥266,296,220.73 year-to-date[4] - Cash flow from operating activities for the first three quarters of 2024 was -266,296,220.73 CNY, an improvement from -281,718,241.30 CNY in the same period of 2023[21] - Cash inflow from investment activities in the first three quarters of 2024 was 2,943,554,463.15 CNY, down from 4,685,028,755.37 CNY in 2023[21] - Cash outflow for investment activities in the first three quarters of 2024 was 2,866,627,191.97 CNY, compared to 4,876,750,155.24 CNY in 2023[22] - The net cash flow from investment activities for the first three quarters of 2024 was 76,927,271.18 CNY, a recovery from -191,721,399.87 CNY in the previous year[22] - The net cash flow from financing activities for the third quarter of 2024 was -110,210,389.37 CNY, contrasting with a positive flow of 128,427,646.24 CNY in the same quarter of 2023[22] - The ending cash and cash equivalents balance as of the third quarter of 2024 was 188,788,795.48 CNY, down from 351,329,616.10 CNY at the end of the same period in 2023[22] Research and Development - Research and development expenses totaled ¥119,360,184.31, accounting for 135.34% of operating revenue, a decrease of 8.39 percentage points compared to the previous year[4] - Research and development expenses for the first three quarters of 2024 were CNY 310,990,002.58, slightly increasing from CNY 309,293,553.64 in 2023[19] - The company continues to invest in new technologies and product development, as indicated by the sustained R&D expenditure despite financial losses[19] Shareholder Information - The number of shareholders holding more than 5% of shares includes Beijing Tiantong Xinyuan Technology Co., Ltd. with 21.56% and Beijing Zhongke Suanyuan Asset Management Co., Ltd. with 19.32%[10] - The top ten shareholders collectively hold a significant portion of the company's shares, with the largest shareholder owning 86,468,978 shares[10] - The company has not reported any significant changes in the shareholder structure due to securities lending activities[15] Other Financial Metrics - The weighted average return on net assets was -3.21%, a decrease of 0.46 percentage points from the previous year[4] - The total non-recurring gains and losses amounted to ¥5,659,178.59 for the current period[6] - Deferred income increased to CNY 175,358,627.36 from CNY 100,120,957.26, showing a growth of approximately 75%[18] - Cash and cash equivalents decreased to ¥213,023,795.48 from ¥498,368,134.40, reflecting a significant reduction of about 57.3%[16] - Inventory increased to ¥1,020,019,847.18 from ¥968,216,533.70, indicating a rise of approximately 5.4%[16] - Accounts receivable rose to ¥497,470,515.51 from ¥483,802,524.22, showing an increase of about 2.8%[16]
龙芯中科:龙芯中科股东减持股份结果公告
2024-10-21 10:48
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、准确性和完整性依法承担法律 责任。 重要内容提示: 股东持股的基本情况 龙芯中科技术股份有限公司(以下简称"公司")股东上海鼎晖百孚投资管 理有限公司-宁波鼎晖祁贤股权投资合伙企业(有限合伙)(以下简称"鼎晖祁 贤")和上海鼎晖百孚投资管理有限公司-上海鼎晖华蕴创业投资中心(有限合 伙)(以下简称"鼎晖华蕴")互为一致行动人,本次减持计划实施前,合计持有 公司股份 16,821,749 股,占公司总股本比例为 4.19%。上述股份来源均为公司 IPO 前取得的股份,除鼎晖华蕴持有公司股份的 41 股外,其他股份均已于 2023 年 6 月 26 日起解除限售并上市流通。 减持计划的实施结果情况 证券代码:688047 证券简称:龙芯中科 公告编号:2024-043 龙芯中科技术股份有限公司 股东减持股份结果公告 | 股东 | 减持数量 | 减持 | 减持期间 | 减持 | 减持价格区间 | 减持总金额(元) | 减持完成 | 当前持股数 | 当前持股 | | --- | --- | --- | -- ...
龙芯中科(688047) - 投资者关系活动记录表(2024年10月17日、18日、21日)
2024-10-21 08:21
证券代码:688047 证券简称:龙芯中科 | --- | --- | --- | |-----------------------------|----------------------------------|-------------------------------------------------------------------------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ | 新闻发布会 □路演活动 | | | √ 现场参观 | □其他 | | 参与单位名称 | 西南证券 | AFP Habitat、Schroder Investment 、国信证券、天风证券、 | | 时间 | 2024 年 10 月 17 | 日、18 日、 21 日 | | 地点 | | 北京市海淀区中关村环保科技示范园龙芯产业园 2 号楼 | | 上市公司接待人员 | 证券事务代表-李琳 | | | 投资者关系活动主要 内容 ...
龙芯中科(688047) - 投资者关系活动记录表(2024年10月10日)
2024-10-14 07:34
Product Development and Performance - Loongson's 3A6000 general-purpose processor chip performance has reached mainstream market levels [2] - Loongson's software ecosystem construction is divided into three stages: foundation building, extensive compatibility, and independent applications [2] - The foundation building stage has achieved compatibility with major Linux distributions and applications like WPS, WeChat, QQ, DingTalk, and Tencent Meeting [2] - Binary translation efficiency for running X86/Linux applications on LA/Linux has reached 65%, with targets of 75% through software optimization and 80%+ with hardware adaptation [3] - Current focus is on compatibility with X86/Linux and X86/Windows applications, with Windows 7 running smoothly on 3A6000 PCs and Windows 10 compatibility targeted by year-end [3] Market Strategy and Product Portfolio - Loongson is transitioning from 2022-2024 with the introduction of "Three Swordsmen" (3A6000, 3C6000, 2K3000) and "Three Vanguards" (2K0300, 2P0300, 1C0203) high-value chip products [3] - Developing competitive specialized solutions based on general-purpose CPUs, such as storage servers using 3C6000 and integrated solutions for lottery machines and exam grading systems [3] - Focusing on embedded SoC or MCU development for specific applications like printers, motor drives, and flow meters [3] - Adjusting sales strategies based on market conditions, such as limiting integrated solution sales as chip sales recover [3] Human Resources and Expansion Plans - Loongson has implemented a "stable staff with increased efficiency" strategy over the past two and a half years [4] - Currently in a "three-period overlap" phase: R&D transformation攻坚期, next sales growth启动期, and transition from R&D to market focus [4] - Planning for a new expansion phase starting in 2025, with internal staff increases and focus on improving per capita sales revenue [4] - Maintaining a generally稳健的经营 approach [4]
龙芯中科:北京市竞天公诚律师事务所关于龙芯中科2024年第一次临时股东大会的法律意见书
2024-10-09 10:14
北京市竞天公诚律师事务所 关于龙芯中科技术股份有限公司 2024 年第一次临时股东大会的 法律意见书 中国 北京 二○二四年十月九日 中国北京市朝阳区建国路 77 号华贸中心 3 号写字楼 34 层 邮政编码 100025 电话: (86-10) 5809-1000 传真: (86-10) 5809-1100 关于龙芯中科技术股份有限公司 2024 年第一次临时股东大会的法律意见书 致:龙芯中科技术股份有限公司 北京市竞天公诚律师事务所(以下简称"本所")受龙芯中科技术股份有限 公司(以下简称"公司")的委托,根据和参照《中华人民共和国公司法》(以下 称"《公司法》")、《中华人民共和国证券法》(以下简称"《证券法》")和中国证 券监督管理委员会发布的《上市公司股东大会规则》(以下称"《规则》")等 有关规定,就公司召开的 2024 年第一次临时股东大会(以下称"本次股东大会") 的有关事宜,出具本法律意见书。 为了出具本法律意见书,本所审查了公司提供的有关本次股东大会的如下 文件的原件或复印件: 1、现场出席本次股东大会的有关股东、股东授权代表、董事、监事及其他 有关人员的身份证明及/或授权委托书; 2、公 ...
龙芯中科:龙芯中科2024年第一次临时股东大会决议公告
2024-10-09 10:12
证券代码:688047 证券简称:龙芯中科 公告编号:2024-042 龙芯中科技术股份有限公司 2024 年第一次临时股东大会决议公告 本公司董事会及全体董事保证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: 本次会议是否有被否决议案:无 | 1、出席会议的股东和代理人人数 | 193 | | --- | --- | | 普通股股东人数 | 193 | | 2、出席会议的股东所持有的表决权数量 | 276,880,498 | | 普通股股东所持有表决权数量 | 276,880,498 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 69.0475 | | 例(%) | | | 普通股股东所持有表决权数量占公司表决权数量的比例(%) | 69.0475 | (四) 表决方式是否符合《公司法》及公司章程的规定,大会主持情况等。 本次会议由公司董事会召集,董事长胡伟武先生主持。会议采用现场投票和 网络投票相结合的表决方式。本次股东大会的召集、召开程序及表决程序符合《公 司法》《上市公司股东大会规则》《公司章程》等相关规 ...
龙芯中科:龙芯中科股东减持股份计划公告
2024-09-30 08:58
证券代码:688047 证券简称:龙芯中科 公告编号:2024-041 龙芯中科技术股份有限公司 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、准确性和完整性依法承担法律 责任。 重要内容提示: 股东持股的基本情况 截至本公告披露日,本次拟减持龙芯中科技术股份有限公司(以下简称"公 司")股份的股东及其一致行动人的持股情况如下: 1、林芝鼎孚创业投资管理有限公司-宁波中科百孚创业投资基金合伙企业 (有限合伙)(曾用名:林芝鼎孚创业投资管理有限公司-宁波中科百孚股权投资 合伙企业(有限合伙),以下简称"中科百孚")持有公司股份 30,010,100 股, 占公司总股本比例为 7.48%。 2、利河伯资本管理(横琴)有限公司-横琴利禾博股权投资基金(有限合 伙)(以下简称"横琴利禾博")持有公司股份 20,049,900 股,占公司总股本比 例为 4.999975%。 3、上海鼎晖百孚投资管理有限公司-宁波鼎晖祁贤股权投资合伙企业(有 限合伙)(以下简称"鼎晖祁贤")和上海鼎晖百孚投资管理有限公司-上海鼎晖 华蕴创业投资中心( ...
龙芯中科(688047) - 投资者关系活动记录表(2024年9月23-25日)
2024-09-26 07:48
PAGE2 / NUMPAGES2 证券代码:688047 证券简称:龙芯中科 龙芯中科技术股份有限公司 投资者关系活动记录表 | --- | --- | --- | |--------------------|---------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | | | | | □ | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ | 新闻发布会 □路演活动 | | | √ 现场参观 | □其他 | | 参与单位名称 | | 安联投资、淳厚基金、淡水泉、富瑞金融集团、国泰君安、建信 养老、平安证券、海开源基金、申万菱信基金、威灵顿管理公 司、未来资产环球投资、西南证券、浙商证券、中信证券 | | 时 ...