Core Viewpoint - Longxin Zhongke (688047) reported a revenue of 244 million yuan for the first half of 2025, reflecting a year-on-year growth of 10.9%, but recorded a net loss attributable to shareholders of 294 million yuan, with a basic earnings per share of -0.74 yuan [1] Financial Performance - The company achieved an operating revenue of 244 million yuan in the first half of 2025, which is a 10.9% increase compared to the previous year [1] - The net profit attributable to shareholders was -294 million yuan, indicating a loss [1] - The basic earnings per share stood at -0.74 yuan [1]

龙芯中科技术股份有限公司 2025 年度"提质增效重回报"行动方案的半年度评估报告 为落实以投资者为本的理念，龙芯中科技术股份有限公司（以下简称"龙芯中科"、"龙 芯"或"公司"）基于对未来发展前景的信心及价值的认可，对 2025 年上半年"提质增效 重回报"行动方案的落实情况进行评估，具体情况如下。 一、聚焦经营主业，巩固转型成果，提升经营质量效率 1、保持研发投入力度，巩固研发转型成果 2025 年上半年公司进一步统筹"保供应"、"降成本"和"稳库存"之间的平衡关系， 继续优化供应链安全保障策略、完善生产渠道和强化供应商管理，确保产品供应。 持续加强生产调度，加强与研发的联动，通过批量晶圆采购、减少基板层数、优化芯片 设计减小面积等多种措施，有效降低了产品成本，贯彻"成品率就是竞争力，成品率就是利 润率"理念有效提高成品率。加强芯片生产的计划性和前瞻性，在业务销售和加工生产之间 保持稳定的库存水平，确保高效率供应和降低资金积压。 作为技术密集型企业，龙芯坚持核心技术自主创新的发展战略，高度重视产品研发，并 持续地进行研发投入。近两年，公司研发投入总额均在 5 亿元以上，研发投入总额占当年营 业收入比例均在 ...

证券代码：688047 证券简称：龙芯中科 公告编号：2025-028 龙芯中科技术股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 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。 根据《上市公司募集资金监管规则》《上海证券交易所科创板上市公司自律监管 指引第 1 号——规范运作》以及《上海证券交易所科创板股票上市规则》等有关法律、 法规及相关文件的规定，龙芯中科技术股份有限公司（以下简称"公司"或"本公司"） 就 2025 年半年度（以下简称"报告期"）募集资金存放与实际使用情况专项报告说 明如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 单位：人民币万元 | 募集资金总额 | | | | 246,246.00 | | | --- | --- | --- | --- | --- | --- | | 减：保荐费及承销费用（含税） | | | | 2,314.71 | | | 收到的募集资金总额 | | | | 243,931.29 | | | 减：发行费用及相关税费 | | | | ...

证券代码：688047 证券简称：龙芯中科 公告编号：2025-029 龙芯中科技术股份有限公司 关于 2025 年半年度计提资产减值准备的公告 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。 一、计提资产减值准备情况概述 公司参考历史信用损失经验，结合当前状况及对未来经济状况的预测，编制 账龄与预期信用损失率对照表，按照账龄和预期信用损失率对应收账款、应收票 据（商业承兑汇票）和其他应收款计提信用减值准备。经测试，公司 2025 年上 半年计提信用减值损失金额 5,371.99 万元。 （二）资产减值损失 在资产负债表日，公司存货按照成本与可变现净值孰低计量，按照单个存货 成本高于可变现净值的差额计提存货跌价准备，同时对库龄 3 年以上的存货全额 计提存货跌价准备。经测试，公司 2025 年上半年度计提资产减值损失 4,444.75 万元。 三、本次计提资产减值准备对公司的影响 根据《企业会计准则第 8 号资产减值》以及龙芯中科技术股份有限公司（以 下简称"公司"）会计政策的相关规定，为客观、公允地反映公司截至 2025 ...

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].