证券代码：688047 证券简称：龙芯中科 公告编号：2025-030 龙芯中科技术股份有限公司 关于召开 2025 年半年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： 投资者可于 2025 年 9 月 2 日(星期二)至 9 月 8 日(星期一)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 2025 年 8 月 28 日披 露公司 2025 年半年度报告及其摘要，为便于广大投资者更全面深入地了解公司 2025年半年度经营成果、财务状况，公司计划于2025年9月9日上午10:00-11:30 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、说明会类型 本次业绩说明会以视频录播结合网络互动方式召开，公司将针对 2025 年半 年度经营成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露 ...

[Definitions](index=4&type=section&id=%E7%AC%AC%E4%B8%80%E8%8A%82%20%E9%87%8A%E4%B9%89) This section defines key terms, company names, and technical jargon to facilitate understanding of the report. [Common Terminology Definitions](index=4&type=section&id=%E5%B8%B8%E7%94%A8%E8%AF%8D%E8%AF%AD%E9%87%8A%E4%B9%89) This section defines key terms, company names, and technical jargon to facilitate understanding of the report. - Loongson Technology (the Company) refers to Loongson Technology Corporation Limited, with the reporting period being January-June 2025[9](index=9&type=chunk) - LoongArch is a new streamlined instruction system launched by Loongson Technology in 2020, widely applied in general-purpose fields such as servers, desktops, terminals, and industrial control[10](index=10&type=chunk) - Fabless mode refers to an integrated circuit enterprise operating model without its own wafer fabrication plants, focusing solely on chip design, R&D, application, and sales, while outsourcing manufacturing, packaging, and testing[10](index=10&type=chunk) [Company Profile and Key Financial Indicators](index=7&type=section&id=%E7%AC%AC%E4%BA%8C%E8%8A%82%20%E5%85%AC%E5%8F%B8%E7%AE%80%E4%BB%8B%E5%92%8C%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) This section provides an overview of the company's basic information and key financial performance indicators. [I. Company Overview](index=7&type=section&id=%E4%B8%80%E3%80%81%E5%85%AC%E5%8F%B8%E5%9F%BA%E6%9C%AC%E6%83%85%E5%86%B5) Loongson Technology is an integrated circuit design firm registered in Beijing, with Hu Weiwu as its legal representative. - The company's Chinese name is Loongson Technology Corporation Limited, abbreviated as Loongson Technology[13](index=13&type=chunk) - The company's legal representative is Hu Weiwu, and its registered address is in Haidian District, Beijing[13](index=13&type=chunk) [II. Contact Person and Information](index=7&type=section&id=%E4%BA%8C%E3%80%81%E8%81%94%E7%B3%BB%E4%BA%BA%E5%92%8C%E8%81%94%E7%B3%BB%E6%96%B9%E5%BC%8F) This section provides contact details for the Board Secretary and Securities Affairs Representative for investor inquiries. - The Board Secretary is Li Xiaoyu, and the Securities Affairs Representative is Li Lin; their contact number is 010-62546668, and email is ir@loongson.cn[14](index=14&type=chunk) [III. Information Disclosure and Document Custody Location Changes](index=7&type=section&id=%E4%B8%89%E3%80%81%E4%BF%A1%E6%81%AF%E6%8A%AB%E9%9C%B2%E5%8F%8A%E5%A4%87%E7%BD%AE%E5%9C%B0%E7%82%B9%E5%8F%98%E6%9B%B4%E6%83%85%E5%86%B5%E7%AE%80%E4%BB%8B) The company designates specific newspapers and the SSE website for information disclosure, with documents available at the Board Office. - Information disclosure newspapers are China Securities Journal, Shanghai Securities News, and Securities Times; the website address is http://www.sse.com.cn/[15](index=15&type=chunk) [IV. Company Stock/Depositary Receipt Summary](index=7&type=section&id=%E5%9B%9B%E3%80%81%E5%85%AC%E5%8F%B8%E8%82%A1%E7%A5%A8%2F%E5%AD%98%E6%89%98%E5%87%AD%E8%AF%81%E7%AE%80%E5%86%B5) The company's A-shares are listed on the STAR Market of the Shanghai Stock Exchange under stock code 688047. - The company's stock type is A-shares, listed on the STAR Market of the Shanghai Stock Exchange, with stock abbreviation Loongson Technology and stock code 688047[16](index=16&type=chunk) [VI. Key Accounting Data and Financial Indicators](index=8&type=section&id=%E5%85%AD%E3%80%81%E5%85%AC%E5%8F%B8%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) In H1 2025, revenue grew by **10.90%** to **243 million yuan**, but net loss expanded to **-294 million yuan**, with gross margin at **42.44%** and R&D intensity at **109.32%**. 2025 Semi-Annual Key Accounting Data | Indicator | Current Period (Jan-Jun) | Prior Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Operating Revenue | 243,512,941.83 | 219,586,897.86 | 10.90 | | Total Profit | -297,569,415.19 | -277,072,472.79 | N/A | | Net Profit Attributable to Shareholders of the Listed Company | -294,468,226.53 | -238,129,943.62 | N/A | | Net Cash Flow from Operating Activities | -322,797,205.60 | -177,652,840.45 | N/A | | Net Assets Attributable to Shareholders of the Listed Company | 2,654,305,382.05 | 2,936,397,075.21 | -9.61 | | Total Assets | 3,167,764,447.66 | 3,497,483,392.20 | -9.43 | 2025 Semi-Annual Key Financial Indicators | Indicator | Current Period (Jan-Jun) | Prior Period | YoY Change (%) | | :--- | :--- | :--- | :--- | | Basic EPS (yuan/share) | -0.74 | -0.59 | N/A | | Weighted Average ROE (%) | -10.53 | -6.94 | Decrease 3.59 percentage points | | R&D Investment Ratio to Operating Revenue (%) | 109.32 | 126.07 | Decrease 16.75 percentage points | - Industrial control chip revenue increased by **61.09%** year-on-year, information technology chip revenue increased by **5.01%** year-on-year, and solution revenue decreased by **25.93%** year-on-year[20](index=20&type=chunk) - The company's gross margin was **42.44%**, an increase of **12.77 percentage points** from the prior period, with industrial control chip gross margin at **65.45%**, information technology chip gross margin at **23.95%**, and solution gross margin at **45.20%**[20](index=20&type=chunk) - The decrease in net profit was primarily due to the combined effects of increased R&D expenses, an increase of **98.17 million yuan** in credit and asset impairment losses, and an increase of **35.84 million yuan** in income tax expenses due to unrecognized deferred income tax assets[21](index=21&type=chunk) [VIII. Non-Recurring Gains and Losses Items and Amounts](index=9&type=section&id=%E5%85%AB%E3%80%81%E9%9D%9E%E5%B8%B8%E8%A7%84%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5%92%8C%E9%87%91%E9%A2%9D) Non-recurring gains and losses totaled **25.21 million yuan**, primarily from government grants and fair value changes of financial assets. 2025 Semi-Annual Non-Recurring Gains and Losses Items | Non-Recurring Gains and Losses Item | Amount (yuan) | | :--- | :--- | | Non-current Asset Disposal Gains and Losses | 2,942.48 | | Government Grants Recognized in Current P&L | 19,841,785.78 | | Fair Value Changes and Disposal Gains/Losses from Financial Assets/Liabilities Held by Non-Financial Enterprises | 5,769,457.31 | | Other Non-Operating Income and Expenses Apart from the Above | -401,025.23 | | **Total** | **25,213,160.34** | [Management Discussion and Analysis](index=11&type=section&id=%E7%AC%AC%E4%B8%89%E8%8A%82%20%E7%

本公司监事会及全体监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。 证券代码：688047 证券简称：龙芯中科 公告编号：2025-027 龙芯中科技术股份有限公司 第二届监事会第八次会议决议公告 一、监事会会议召开情况 龙芯中科技术股份有限公司（以下简称"公司"）第二届监事会第八次会议 于 2025 年 8 月 26 日以现场方式召开，会议通知及相关材料于 2025 年 8 月 15 日以邮件形式送达公司全体监事。 本次会议由监事会主席杨梁先生主持，本次会议应出席监事 3 人，实际出席 监事 3 人。会议的召集和召开程序符合《公司法》和《公司章程》等相关规定， 会议形成的决议合法、有效。 二、监事会会议审议情况 （一）审议通过《关于<2025 年半年度报告>及其摘要的议案》 公司《2025 年半年度报告》及摘要的编制和审议程序符合法律、法规、《公 司章程》等各项规定，能够公允地反映公司报告期内的财务状况和经营成果。监 事会及全体监事保证公司《2025 年半年度报告》及摘要所披露的信息真实、准 确和完整，没有虚假记载、误导性陈述或者重大遗漏， ...

龙芯中科公告，2025年上半年营业收入2.44亿元，同比增长10.90%。归属于上市公司股东的净亏损2.94 亿元，上年同期净亏损2.38亿元。 ...

Core Viewpoint - Longxin Technology Co., Ltd. has shown significant financing activity, with a net financing inflow of 36.549 million yuan last week, indicating investor interest in the company [1] Financing Activity - Last week, Longxin Technology had a total financing buy amount of 703 million yuan and a repayment amount of 666 million yuan [1] - The company ranked 369th in terms of net financing inflow across the market [1] Capital Flow - Over the past 5 days, the main capital inflow into Longxin Technology was 215 million yuan, with a price increase of 3.85% during this period [1] - Over the past 10 days, the main capital inflow was 325 million yuan, with a price increase of 3.48% [1] Company Profile - Longxin Technology Co., Ltd. was established in 2008 and is located in Beijing, primarily engaged in software and information technology services [1] - The company has a registered capital of 401 million yuan and a paid-in capital of 401 million yuan [1] - The legal representative of the company is Hu Weiwu [1] Investment and Intellectual Property - Longxin Technology has invested in 19 companies and participated in 169 bidding projects [1] - The company holds 355 trademark registrations and 1,062 patent registrations, along with 6 administrative licenses [1]

Core Viewpoint - The surge in the STAR Market and ChiNext is driven by the booming demand for AI computing power, leading to significant growth in the performance of related listed companies in the first half of 2025 [3][4]. Group 1: Market Performance - The dual innovation leader ETF (588330) saw a price increase of 6.57% with a trading volume exceeding 800 million yuan, indicating strong market activity [1]. - Semiconductor industry leaders, including Haiguang Information and Cambrian, experienced significant gains, with stocks like SMIC rising over 14% [1]. Group 2: Company Performance - Haiguang Information reported a revenue of 5.464 billion yuan, a year-on-year increase of 45.21%, and a net profit of 1.201 billion yuan, up 40.78% [3]. - Zhongji Xuchuang, a major optical module manufacturer, expects a net profit of 3.6 billion to 4.4 billion yuan for the first half of 2025, reflecting a growth of 52.64% to 86.57% [4]. - New Yisheng anticipates a net profit of 3.7 billion to 4.2 billion yuan, marking a year-on-year increase of 327.68% to 385.47% [4]. Group 3: Industry Trends - The AI computing power boom is creating substantial demand for key infrastructure like optical modules, particularly CPO technology, which reduces data center power costs and enhances transmission efficiency [3]. - The development opportunities in AI computing are driven by three main factors: technological iteration, localization of products, and dual support from policies and capital [4]. - The transition from old to new economic drivers in China is expected to favor technology innovation and high-end manufacturing, with emerging industries like AI and innovative pharmaceuticals likely to benefit [4]. Group 4: Investment Insights - The dual innovation leader ETF (588330) is characterized by cross-market diversification, focusing on strategic emerging industries, and offers a low entry point for investors [6]. - The ETF captures high-growth sectors, including new energy and semiconductors, and is positioned as a tool for investors to engage with the technology market [6].

Market Performance - The Shanghai Composite Index reached 3800 points, marking the highest level since August 20, 2015, with an increase of 0.77% [1] - Out of 5,366 stocks, 2,075 rose while 3,291 fell [1] Chip Sector Highlights - Chip stocks experienced significant gains, with Haiguang Information rising over 17% and Cambrian Technologies increasing over 12% [3] - Cambrian Technologies' stock price approached 1200 yuan, with a market capitalization nearing 500 billion yuan, reflecting a nearly 94% increase since July [3] Stock Performance Data - Haiguang Information: 186.06 yuan, up 20.00% [5] - Shengmei Shanghai: 142.21 yuan, up 20.00% [5] - Cambrian Technologies: 1229.57 yuan, up 18.68% [5] - Shengke Communication: 131.48 yuan, up 14.10% [5] - Other notable stocks include Jingjia Micro (up 11.82%) and Zhongtai International (up 10.98%) [5] Domestic AI Chip Development - The release of DeepSeek-V3.1 is expected to enhance the application of domestic AI chips, supporting the acceleration of the domestic computing power ecosystem [6] - Citic Securities anticipates a surge in the domestic computing sector due to recent developments [6] - The focus on AI is reshaping hardware demands and investment rhythms, with an emphasis on domestic alternatives in the long term [6]

此外，中芯国际早间也持续走强，一度涨10.77%，现报98.59元/股，涨8.28%。 本文系观察者网独家稿件，未经授权，不得转载。 板块方面，半导体、CPO、算力、证券等板块涨幅居前，油气、乳业、中药、银行等板块跌幅居前。 其中，芯片概念股集体爆发，寒武纪、海光信息、中芯国际、芯原股份、龙芯中科、盛美上海等权重股领 涨。算力股也集体大涨，云天励飞等多股涨停。 具体来看，寒武纪盘中一度涨超15%，股价最高上探至1198.7元/股，随后涨幅有所回落。目前，寒武纪涨 12.40%，报1164.45元/股。海光信息盘中19.98%，冲击20cm涨停。午间收盘时涨超17%，现报181.7元/股。 8月22日，A股三大股指开盘涨跌不一，随后集体飘红。截至11点30分，沪指涨0.67%，报3797.91点，向3800 点发起冲击，深证成指涨1.32%，创业板指、科创50指数大涨均创三年新高。沪深两市半日成交额1.51万亿， 较上个交易日缩量569亿。 ...

Market Performance - The Shanghai Composite Index continued to strengthen in the afternoon, breaking through 3800 points, reaching the highest level since August 20, 2015 [1] Semiconductor Sector - Computing chip stocks surged in the afternoon, with Cambrian Technology rising over 18%, and its total market capitalization exceeding 500 billion, setting a new historical high [2] - Haiguang Information and Shengmei Shanghai both hit the daily limit, increasing by 20% [2] - Other notable gainers included Shengke Communication, Jingjia Micro, and SMIC, with significant percentage increases [2][3] Stock Performance - Haiguang Information: 186.06, up 20.00% [3] - Shengmei Shanghai: 142.21, up 20.00% [3] - Cambrian Technology: 1229.57, up 18.68% [3] - Shengke Communication: 131.48, up 14.10% [3] - Jingjia Micro: 89.86, up 11.82% [3] - SMIC: 101.05, up 10.98% [3] - Other companies like Zhongke Feicai and Zhaoyi Innovation also showed notable increases [3][4]

截至北京商报记者发稿，上证综指、深证成指、创业板指涨幅分别为0.8%、1.57%、2.86%，其中上证 综指报3801.2点。此外，科创50指数午后继续拉升，盘中涨超7%，芯片权重股领涨，寒武纪、海光信 息、中芯国际、中微公司、盛美上海、芯原股份、龙芯中科等权重股全线大涨。 北京商报讯（记者 马换换 王蔓蕾）8月22日午后，A股三大股指继续走高，上证综指盘中站上3800点， 续创近10年新高。 ...