山东联科科技股份有限公司 2025 年半年度报告全文 1 山东联科科技股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、董事会审计委员会及董事、董事会审计委员会委员、高级 管理人员保证半年度报告内容的真实、准确、完整，不存在虚假记载、误导 性陈述或者重大遗漏，并承担个别和连带的法律责任。 公司负责人吴晓林、主管会计工作负责人吕云及会计机构负责人(会计主 管人员)吕云声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 第一节 | 重要提示、目录和释义 | 2 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 6 | | 第三节 | 管理层讨论与分析 | 9 | | 第九节 | 其他报送数据 182 | | 山东联科科技股份有限公司 2025 年半年度报告全文 备查文件目录 1、载有公司法定代表人、主管会计工作负责人、会计机构负责人签名并盖章的财务报表。 2、载有法定代表人签名、公司盖章的 2025 年半年度报告及摘要原文。 3、 ...

Market Overview - On August 28, the rubber sector increased by 0.33% compared to the previous trading day, with Yanggu Huatai leading the gains [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Stock Performance - Notable gainers in the rubber sector included: - Yanggu Huatai (300121) with a closing price of 15.13, up 6.32% and a trading volume of 431,300 shares, totaling 644 million yuan [1] - Sanwei Equipment (831834) closed at 14.63, up 3.83% with a trading volume of 29,800 shares, totaling 43.08 million yuan [1] - Litong Technology (832225) closed at 25.55, up 2.82% with a trading volume of 54,200 shares, totaling 136 million yuan [1] Fund Flow Analysis - The rubber sector experienced a net outflow of 169 million yuan from institutional investors, while retail investors saw a net inflow of 134 million yuan [2] - Key stocks with significant fund flows included: - Yanggu Huatai had a net inflow of 44.64 million yuan from institutional investors, but a net outflow of 34.99 million yuan from retail investors [3] - Kexin Technology (300731) saw a net inflow of 26.39 million yuan from institutional investors, with a net outflow of 31.28 million yuan from retail investors [3]

证券代码：001207 证券简称：联科科技 公告编号：2025-063 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个别及连带责任。 山东联科科技股份有限公司（以下简称"公司"或"发行人"）于2025年8 月26日收到中国证券监督管理委员会出具的《关于同意山东联科科技股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2025〕1801号）（以下简称"批 复"），现将批复内容公告如下： 一、同意公司向特定对象发行股票的注册申请。 二、公司本次发行应严格按照报送深圳证券交易所的申报文件和发行方案 实施。 三、公司应当在本批复作出十个工作日内完成发行缴款。 四、自同意注册之日起至本次发行结束前，公司如发生重大事项，应及时报 告深圳证券交易所并按有关规定处理。 公司董事会将按照上述批复和相关法律法规的要求及公司股东会的授权，在 规定期限内办理本次以简易程序向特定对象发行股票的相关事宜，并及时履行信 息披露义务。敬请广大投资者注意投资风险。 本次以简易程序向特定对象发行股票的发行人和保荐机构的联系方式如下： 一、发行人：山东联科科技股份有 ...

山东联科科技股份有限公司 （潍坊市青州市鲁星路577号） 2025 年度 以简易程序向特定对象发行股票 募集说明书 保荐机构 二〇二五年八月 声 明 1、公司及董事会全体成员保证本募集说明书内容真实、准确、完整，并确 认不存在虚假记载、误导性陈述或重大遗漏。 2、本募集说明书按照《上市公司证券发行注册管理办法》《公开发行证券 的公司信息披露内容与格式准则第 61 号——上市公司向特定对象发行证券募集 说明书和发行情况报告书》等要求编制。 3、本次向特定对象发行股票完成后，公司经营与收益的变化由公司自行负 责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 4、本募集说明书是公司董事会对本次向特定对象发行股票的说明，任何与 之相反的声明均属不实陈述。 5、投资者如有任何疑问，应咨询自己的股票经纪人、律师、专业会计师或 其他专业顾问。 6、本募集说明书所述事项并不代表审批机构对于本次向特定对象发行股票 相关事项的实质性判断、确认、批准。 （注册稿） 1-1-1 重要提示 本部分所述词语或简称与本募集说明书"释义"所述词语或简称具有相同含 义。 公司特别提请投资者注意，在做出投资决策之前，务必认真阅读本 ...

Core Viewpoint - Shandong Link Science and Technology Co., Ltd. plans to issue shares to specific investors to raise up to RMB 300 million, which will be used for the second phase of a project to produce 100,000 tons of high-pressure cable shielding materials using nano carbon materials [1][2][5]. Group 1: Company Overview - The company is engaged in the research, production, and sales of silica and carbon black, primarily used in tires, industrial rubber products, cable shielding materials, and other industries [11][12]. - The company operates under the classification of "Chemical Raw Materials and Chemical Products Manufacturing - Special Chemical Products Manufacturing" [12]. Group 2: Fundraising Details - The fundraising will not exceed 20% of the company's net assets as of the end of the previous year, and the net amount after deducting issuance costs will be fully allocated to the specified project [1][5]. - The share price for the issuance is set at RMB 21.17 per share, which is 80% of the average trading price over the previous 20 trading days [2][3]. Group 3: Project Investment - The total investment for the project is approximately RMB 392.96 million, with RMB 300 million expected to be raised through this issuance [1][5]. - The project aims to replace imported conductive carbon black for high-pressure cable shielding materials, with good progress reported in research and development [5][7]. Group 4: Shareholder Structure - As of March 31, 2025, the company has a total share capital of 202,355,964 shares, with 97.13% being unrestricted shares [10]. - The controlling shareholder is Hainan Link Investment Co., Ltd., holding 48.89% of the shares, while the actual controllers are Wu Xiaolin and Wu Xiaoqiang, collectively holding 51.46% [10][11]. Group 5: Industry Context - The industry is characterized by a market-driven competitive landscape, with companies operating independently under government regulations [13]. - The company is a member of various industry associations, which play a role in standard-setting and policy advocacy [13].

公司董事会将按照上述批复和相关法律法规的要求及公司股东会的授权，在 规定期限内办理本次以简易程序向特定对象发行股票的相关事宜，并及时履行信 息披露义务。敬请广大投资者注意投资风险。 本次以简易程序向特定对象发行股票的发行人和保荐机构的联系方式如下： 一、发行人：山东联科科技股份有限公司 证券代码：001207 证券简称：联科科技 公告编号：2025-063 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个别及连带责任。 山东联科科技股份有限公司（以下简称"公司"或"发行人"）于2025年8 月26日收到中国证券监督管理委员会出具的《关于同意山东联科科技股份有限公 司向特定对象发行股票注册的批复》（证监许可〔2025〕1801号）（以下简称"批 复"），现将批复内容公告如下： 一、同意公司向特定对象发行股票的注册申请。 二、公司本次发行应严格按照报送深圳证券交易所的申报文件和发行方案 实施。 三、公司应当在本批复作出十个工作日内完成发行缴款。 四、自同意注册之日起至本次发行结束前，公司如发生重大事项，应及时报 告深圳证券交易所并按有关规定 ...

8月22日，联科科技大宗交易成交154.34万股，成交额3895.4万元，占当日总成交额的27.76%，成交价 25.24元，较市场收盘价25.76元折价2.02%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-08-22 | 001207 | 联科科技 | 25.24 | 10.97 | 276.87 中泰证券股份有限 | 中信证券(山东) | | | | | | | 公司青州海岱中路 | 有限责任公司潍坊 | | | | | | | 证券营业部 | 分公司 | | 2025-08-22 | 001207 | 联科科技 | 25.24 | 14.63 | 369.17 中泰证券股份有限 | 中信证券(山东) | | | | | | | 公司青州海岱中路 | 有限责任公司潍坊 | | | | | | | 证券营业部 | 分公司 | | 2025-08-22 | 001207 ...

8月21日，联科科技大宗交易成交13万股，成交额306.93万元，占当日总成交额的2.94%，成交价23.61元，较市场收盘价 25.89元折价8.81%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 (万股/万份) | 成交金额 (万元) | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-21 | 001207 | 联科科技 | 23.61 | 13.00 | 306.93 | 中泰证券股份有限 | 中信证券(山东) | | | | | | | | 公司潍坊天润大厦 | 有限责任公司潍坊 | | | | | | | | 证券营业部 | 分公司 | ...

Summary of Key Points Core Viewpoint - On August 15, 2025, LianKe Technology executed a block trade of 1.4023 million shares at a transaction value of 32.255 million yuan, representing 22.44% of the total trading volume for the day, with a transaction price of 23 yuan, which is a 12.55% discount compared to the market closing price of 26.3 yuan [1]. Trading Details - The block trade involved multiple transactions with a consistent price of 23 yuan per share [2]. - The total volume of shares traded in the block transaction was 1.4023 million shares [1]. - The total transaction amount for the block trade was 32.255 million yuan [1]. - The block trade accounted for 22.44% of the total trading volume on that day [1]. - The discount of 12.55% from the market closing price indicates a significant price deviation [1].

Core Insights - TOPDON, a brand from Shenzhen, has established a significant presence in the global automotive diagnostic market, leveraging China's strong industrial technology to address the needs of overseas consumers [1][2] - The automotive diagnostic tool market is a growing segment, with TOPDON's innovative approach targeting DIY consumers, which has led to rapid growth since its establishment in 2022 [2][3] Company Overview - TOPDON's parent company, Link Technology, transitioned from being a distributor for two leading Chinese automotive diagnostic brands to developing its own products in response to emerging market demands [1][2] - The company invested $100 million in R&D from 2017 to 2021, leading to the launch of the TOPDON brand, which has seen explosive growth in 2023 [2][3] Market Dynamics - The global automotive aftermarket is larger than sectors like 3C electronics and apparel, indicating a hidden "blue ocean" opportunity [3] - The automotive diagnostic tool market is experiencing growth, with exports of automotive parts expected to reach $105.61 billion in 2024, a 6.8% increase year-on-year [3] Future Prospects - The potential user base for TOPDON's products is vast, with approximately 80 million households in the U.S. that could benefit from DIY automotive repair tools, given the high car ownership rates and aging vehicles [4] - The company is currently focused on the North American and European markets while anticipating the maturation of the DIY automotive culture in China as younger generations become the main consumer force [4]