证券代码：688449 证券简称：联芸科技 公告编号：2025-028 联芸科技（杭州）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、准确性和完整性承担法律责任。 重要内容提示： 一、说明会类型 联芸科技（杭州）股份有限公司（以下简称"公司"）将于 2025 年 08 月 23 日在上海证券交易所网站（www.sse.com.cn）披露《2025 年半年度报告》及 《2025 年半年度报告摘要》。为便于广大投资者更加全面深入地了解公司经营 业绩、发展战略等情况，公司计划于 2025 年 08 月 26 日（星期二）15:00-16:00 在"价值在线"（www.ir-online.cn）举办联芸科技（杭州）股份有限公司 2025 会议召开时间：2025 年 08 月 26 日（星期二）15:00-16:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 08 月 26 日 前 访 问 网 址 ht ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688146 | 中船特气 | 34.77 | 7.31% | 22.31万 | 7.81亿 | | 688498 | 源杰科技 | 235.00 | 4.66% | 4.49万 | 10.56Z | | 688270 | 坛省科技 | 60.52 | 4.42% | 10.86万 | 6.42 亿 | | 300373 | 扬杰科技 | 57.73 | 2.83% | 17.66万 | 10.15 乙 | | 688403 | 汇成股份 | 12.67 | 2.59% | 54.84万 | 6.91亿 | | 600360 | *ST华微 | 8.73 | 2.11% | 32.20万 | 2.81亿 | | 001309 | 德明利 | 89.64 | 1.99% | 8.87万 | 7.84亿 | | 003043 | 华亚智能 | 46.19 | 1.96% | 2.95万 | 1.35亿 | | 688449 | 联芸科技 | 45.04 ...

Group 1 - The core stock price of Lianyun Technology (688449) closed at 43.25 yuan, down 0.55% with a turnover rate of 3.33% and a trading volume of 23,300 hands, amounting to 101 million yuan [1] - The net outflow of main funds today was 10.70 million yuan, accounting for 10.61% of the transaction amount, with large orders seeing a net outflow of 8.33 million yuan, accounting for 8.26% [1] - The latest quarterly report shows total operating revenue of 241 million yuan, a year-on-year increase of 11.19%, while net profit attributable to shareholders decreased by 34.26% to 24.79 million yuan [1] Group 2 - Lianyun Technology has invested in 4 companies and participated in 5 bidding projects, holding 9 trademark registrations and 174 patents, along with 42 administrative licenses [2] - The company was established in 2014 and is primarily engaged in software and information technology services, with a registered capital of 46 million yuan and paid-in capital of 36 million yuan [1][2]

Group 1 - The core viewpoint of the news is that 联芸科技 (Lianyun Technology) has shown a decline in stock price and profitability despite a slight increase in revenue [1][3] - As of August 1, 2025, the stock price of Lianyun Technology closed at 43.24 yuan, down 1.39%, with a trading volume of 32,500 lots and a transaction amount of 141 million yuan [1] - The company experienced a net outflow of main funds amounting to 28.62 million yuan, accounting for 20.3% of the transaction amount, with significant outflows from large orders [1] Group 2 - For the first quarter of 2025, Lianyun Technology reported total operating revenue of 241 million yuan, a year-on-year increase of 11.19%, while net profit attributable to shareholders decreased by 342.6% to 24.79 million yuan [1] - The company has a current ratio of 5.400, a quick ratio of 4.483, and a debt-to-asset ratio of 20.11% [1] - Lianyun Technology was established in 2014 and is primarily engaged in software and information technology services, with a registered capital of 46 million yuan [2]

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。 联芸科技（杭州）股份有限公司（以下简称"公司"）根据业务发展规划，决定以自有资金对香港全资子 公司柏泰科技有限公司（以下简称"柏泰科技"）进行增资，柏泰科技注册资本由500万美元增加至1,500 万美元。 证券代码：688449 证券简称：联芸科技 公告编号：2025-027 联芸科技（杭州）股份有限公司 关于全资子公司完成注册资本变更登记的公告 特此公告。 联芸科技（杭州）股份有限公司 董事会 2025年7月31日 1、公司中文名称：柏泰科技有限公司 2、公司英文名称：BYONDTEK LIMITED 3、注册资本：1,500万美元 4、公司类型：有限公司 5、注册地址：Room 1911, Lee Garden One, 33 Hysan Avenue, Causeway Bay, Hong Kong. 6、经营范围：技术开发、技术服务、成果转让、软件、批发、销售集成电路产品 公司已按有关规定完成本次增资事项的发改和商务部门备案手续，并取得相应备案文件和企业境外投资 证书 ...

Core Points - The company announced an increase in capital for its wholly-owned subsidiary, Baitai Technology, in Hong Kong [1] - The registered capital of Baitai Technology has been raised from 5 million USD to 15 million USD [1] - The registration change has been completed recently [1]

1、公司中文名称：柏泰科技有限公司 证券代码：688449 证券简称：联芸科技 公告编号：2025-027 联芸科技（杭州）股份有限公司 关于全资子公司完成注册资本变更登记的公告 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。 联芸科技（杭州）股份有限公司（以下简称"公司"）根据业务发展规划， 决定以自有资金对香港全资子公司柏泰科技有限公司（以下简称"柏泰科技"） 进行增资，柏泰科技注册资本由 500 万美元增加至 1,500 万美元。 公司已按有关规定完成本次增资事项的发改和商务部门备案手续，并取得相 应备案文件和企业境外投资证书。近日，柏泰科技已在香港特别行政区政府公司 注册处完成注册资本变更登记手续，相关登记信息如下： 特此公告。 联芸科技（杭州）股份有限公司董事会 2025 年 7 月 31 日 2、公司英文名称：BYONDTEK LIMITED 3、注册资本：1,500 万美元 4、公司类型：有限公司 5、注册地址：Room 1911, Lee Garden One, 33 Hysan Avenue, Cause ...

Core Viewpoint - The company, 联芸科技, has shown significant growth in its financial performance for the first half of 2025, driven by various factors including recovery in downstream demand and advancements in AI technology [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of approximately 612 million yuan, representing a year-on-year increase of 16.11% [1] - The net profit attributable to shareholders was around 55 million yuan, reflecting a year-on-year growth of 33.62% [1] - The net profit after deducting non-recurring gains and losses was approximately 34 million yuan, marking a substantial year-on-year increase of 92.97% [1] Growth Drivers - Key factors contributing to the performance growth include: - Mild recovery in downstream demand - Increased data storage demand driven by AI technology development - Enhanced product competitiveness and brand influence - Higher revenue share from PCIe Gen4 SSD controller chips, which have a better gross profit margin [1] Future Projections - For the year 2024, the company is projected to achieve operating revenue of 1.174 billion yuan, a year-on-year increase of 13.55% [3] - The net profit attributable to shareholders is expected to reach 118 million yuan, showing a significant year-on-year growth of 126.04% [3] - The net profit after deducting non-recurring gains and losses is forecasted to be approximately 44 million yuan, reflecting a year-on-year increase of 41.92% [3] Leadership Background - The chairman of the company, 方小玲, holds a PhD and has a notable educational background with degrees from Zhejiang University and the University of Utah [4] - 方小玲 has a history of leadership roles, including co-founding JMicron and serving as its general manager [4] - The chairman's compensation has been decreasing since 2021, with a reduction from 1.518 million yuan in 2021 to 1.201 million yuan in 2023, and further to 1.170 million yuan in 2024 [4]

Group 1 - The company expects a revenue increase of approximately 84.92 million yuan for the first half of 2025, representing a year-on-year growth of about 16.11% [1] - The net profit attributable to the parent company for the first half of 2025 is projected to increase by approximately 16.39 million yuan, reflecting a year-on-year growth of around 33.62% [1] - Compared to the same period last year, the net profit is expected to rise by approximately 16.38 million yuan, indicating a year-on-year growth of about 92.97% [1] Group 2 - The company reported a revenue of 527.08 million yuan and a total profit of 41.16 million yuan for the first half of 2024 [2] - The net profit attributable to the parent company for the first half of 2024 was also 41.16 million yuan [2] - The increase in performance is attributed to factors such as a mild recovery in downstream demand, advancements in AI technology, and an increase in the revenue share of higher-margin PCIe Gen4 SSD controller chips [2]

[Maxio Technology (Hangzhou) Co., Ltd. 2025 Semi-Annual Performance Forecast](index=1&type=section&id=%E8%81%94%E8%8A%B8%E7%A7%91%E6%8A%80%EF%BC%88%E6%9D%AD%E5%B7%9E%EF%BC%89%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B82025%E5%B9%B4%E5%8D%8A%E5%B9%B4%E5%BA%A6%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A) [Current Period Performance Forecast](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) The company projects substantial growth for the first half of 2025, with significant increases in operating revenue, net profit, and non-recurring net profit, based on unaudited preliminary estimates 2025 Semi-Annual Performance Forecast vs 2024 Prior Period | Metric | 2025 H1 Forecast (CNY Millions) | 2024 H1 Actual (CNY Millions) | YoY Growth | | :--- | :--- | :--- | :--- | | **Operating Revenue** | 612.00 (approx) | 527.08 | +16.11% (approx) | | **Net Profit Attributable to Shareholders** | 55.00 (approx) | 41.16 | +33.62% (approx) | | **Non-Recurring Net Profit Attributable to Shareholders** | 34.00 (approx) | 17.62 | +92.97% (approx) | - This performance forecast contains preliminary financial data calculated by the company's finance department and has not been audited by a certified public accountant[2](index=2&type=chunk) [Prior Period Performance Review](index=1&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E4%B8%9A%E7%BB%A9%E6%83%85%E5%86%B5) This section reviews the company's performance for the first half of 2024, providing key financial metrics as a comparative baseline 2024 Semi-Annual Performance Review | Metric | Amount (CNY Millions) | | :--- | :--- | | Operating Revenue | 527.08 | | Net Profit Attributable to Shareholders | 41.16 | | Non-Recurring Net Profit Attributable to Shareholders | 17.62 | [Key Drivers of Current Period Performance Change](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E5%8F%98%E5%8C%96%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) Performance growth is primarily driven by increased data storage controller chip shipments due to recovering demand and AI development, enhanced product competitiveness, and a higher proportion of high-margin PCIe Gen4 SSD controller chip revenue - The company's overall shipment volume of data storage controller chips maintained growth, benefiting from a moderate recovery in downstream demand and the development of AI technology[5](index=5&type=chunk) - The company's product competitiveness and brand influence have improved, leading to a continuous increase in customer penetration in downstream markets[5](index=5&type=chunk) - The revenue contribution from higher-margin PCIe Gen4 SSD controller chips continued to increase, driving an improvement in the company's overall gross margin[5](index=5&type=chunk) [Risk Warning and Other Notes](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) This section highlights that the performance forecast is a preliminary, unaudited estimate, advising investors that final financial data will be based on the official semi-annual report and to consider investment risks - This performance forecast represents a preliminary calculation by the company's finance department and has not been audited by a certified public accountant, thus it contains uncertainties[6](index=6&type=chunk) - Investors are advised to note investment risks, as the specific and accurate financial data will be subject to the company's officially disclosed 2025 semi-annual report[7](index=7&type=chunk)