| | | 龙利得智能科技股份有限公司 关于持股 5%以上股东权益变动触及 1%整数倍的公告 公司5%以上股东滁州浚源创业投资中心（有限合伙）保证向本公司提供的信 息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 龙利得智能科技股份有限公司（以下简称"公司"）近日收到持股 5%以上股 东滁州浚源创业投资中心（有限合伙）（以下简称"滁州浚源"）出具的告知函， 获悉滁州浚源于2025年9 月1日，通过大宗交易方式累计减持公司股份3,083,000 股，占公司总股本的 0.8910%。滁州浚源的持股比例从 6.8908%下降至 5.9997%， 现将相关权益变动具体情况公告如下： | 1. 基本情况 | | | | | | --- | --- | --- | --- | --- | | 信息披露义务人 | 滁州浚源创业投资中心（有限合伙） | | | | | 住所 安徽省滁州市开发区全椒路 | 155 | 号（三楼中部） | | | | 权益变动时间 2025 年 9 月 1 日 | | | | | | 式减持公司股份 权益变动过程 | ...

Group 1 - The core point of the article indicates that Longlide's shareholder count has decreased for the fifth consecutive period, with a reduction of 1,056 shareholders, representing a 5.56% decline compared to the previous period [2] - As of the latest data, Longlide's closing price is 6.57 yuan, reflecting a 1.39% increase, but the stock has seen a cumulative decline of 2.81% since the concentration of shares began [2] - The margin trading data shows that as of August 29, the total margin balance for the stock is 130 million yuan, with a financing balance of 130 million yuan, which has increased by 4.8835 million yuan, or 3.92%, during the current concentration period [2] Group 2 - The company's semi-annual report reveals that it achieved an operating income of 429 million yuan in the first half of the year, marking a year-on-year growth of 20.71% [2] - However, the net profit for the same period is reported at 1.1958 million yuan, which represents a significant year-on-year decline of 69.52% [2] - The basic earnings per share are reported at 0.0035 yuan, with a weighted average return on equity of 0.08% [2]

Group 1 - The stock of Longlide increased by 1.39%, closing at 6.57 yuan on September 1 [1] - A block trade occurred with a total transaction volume of 3.083 million shares and a transaction amount of 19.762 million yuan [1] - The first transaction price was 6.41 yuan, with a total of 3.083 million shares traded, resulting in a premium rate of -2.44% [1] Group 2 - In the last three months, the stock has recorded one block trade with a total transaction amount of 19.762 million yuan [1] - Over the past five trading days, the stock has declined by 2.23%, with a total net outflow of 22.2523 million yuan from main funds [1]

据证券之星公开数据整理，近期龙利得（300883）发布2025年中报。根据财报显示，龙利得增收不增 利。截至本报告期末，公司营业总收入4.29亿元，同比上升20.71%，归母净利润119.58万元，同比下降 69.52%。按单季度数据看，第二季度营业总收入2.23亿元，同比上升20.26%，第二季度归母净利 润-55.66万元，同比上升55.43%。 本次财报公布的各项数据指标表现一般。其中，毛利率13.98%，同比减2.61%，净利率0.31%，同比减 73.82%，销售费用、管理费用、财务费用总计4560.23万元，三费占营收比10.64%，同比减2.21%，每股 净资产4.11元，同比减0.29%，每股经营性现金流-0.15元，同比减28.79%，每股收益0.0元，同比减 69.3% 证券之星价投圈财报分析工具显示： 业务评价：公司去年的ROIC为0.63%，历来资本回报率不强。去年的净利率为-0.35%，算上全部成本 后，公司产品或服务的附加值不高。从历史年报数据统计来看，公司上市以来中位数ROIC为8.51%，投 资回报也较好，其中最惨年份2023年的ROIC为0.4%，投资回报一般。公司历史上的财 ...

Group 1 - The packaging and printing sector increased by 0.56% on August 26, with Kangxin New Material leading the gains [1] - The Shanghai Composite Index closed at 3868.38, down 0.39%, while the Shenzhen Component Index closed at 12473.17, up 0.26% [1] - Kangxin New Material's stock price rose by 7.35% to 2.92, with a trading volume of 1.78 million shares and a transaction value of 523 million yuan [1] Group 2 - The packaging and printing sector experienced a net outflow of 74.88 million yuan from institutional funds, while retail investors saw a net inflow of 83.31 million yuan [2] - The top stocks in terms of net inflow from institutional investors included Kangxin New Material with 77.11 million yuan and Hongbo Co. with 65.53 million yuan [3] - The overall market sentiment showed a mixed trend, with some stocks like Dashingda and Hongbo Co. experiencing significant net outflows from retail investors [3]

经济观察网 2025年8月25日，龙利得(300883)发布2025年半年度报告，2025年上半年实现营业收入4.29 亿元，同比增长20.71%；实现净利润119.58万元，同比下降69.52%；基本每股收益0.0035元；加权平均 净资产收益率ROE为0.08%。 ...

Core Insights - Longlide (300883.SZ) released its semi-annual report for 2025 on August 26, 2025, indicating a total of 6 institutional investors holding shares, amounting to 93.9067 million shares, which represents 27.14% of the total share capital [1] Institutional Holdings - The institutional investors include Shanghai Longerli Investment Development Co., Ltd., Chuzhou Junyuan Venture Capital Center (Limited Partnership), Shanghai Kaibo Private Fund Management Co., Ltd. - Kaibo Hengdao No. 1 Private Securities Investment Fund, BARCLAYS BANK PLC, Longlide Intelligent Technology Co., Ltd. - 2024 Employee Stock Ownership Plan, and Shaanxi Fenghang Technology Co., Ltd. [1] - The total proportion of institutional holdings increased by 0.49 percentage points compared to the previous quarter [1] Foreign Investment - In terms of foreign investment, one new foreign institution disclosed its holdings this period, namely BARCLAYS BANK PLC [1]

Core Viewpoint - The report highlights the financial performance and operational strategies of Longlide Intelligent Technology Co., Ltd. for the first half of 2025, indicating a significant increase in revenue but a substantial decline in net profit, reflecting challenges in the market and operational efficiency [2][5]. Financial Performance - The company reported a revenue of CNY 428.72 million, representing a 20.71% increase compared to CNY 355.16 million in the same period last year [2][5]. - The net profit attributable to shareholders was CNY 1.20 million, a decrease of 69.52% from CNY 3.92 million in the previous year [2][5]. - The net cash flow from operating activities was negative at CNY -50.51 million, worsening by 28.79% from CNY -39.22 million year-on-year [2][5]. Industry Overview - The packaging industry in China has shown stable growth, with the total output value surpassing Japan since 2009, making China the second-largest packaging industry globally after the United States [3][4]. - The number of enterprises in the packaging industry increased by 2.70% year-on-year, reaching 19,000 in 2024, indicating a competitive market landscape [3][4]. Business Operations - The company focuses on advanced manufacturing applications, smart manufacturing, and the design and production of printing technology and packaging containers [3][4]. - Longlide is transitioning from being a packaging provider to a comprehensive solution provider, offering a wide range of packaging products to various sectors, including fast-moving consumer goods and high-end food [3][4]. Competitive Advantages - The company has established a robust quality control system and has received multiple certifications, including ISO9001 and ISO14001, ensuring high-quality production standards [11][12]. - Longlide's commitment to research and development is evident, with nearly 300 authorized patents, including over 20 invention patents, enhancing its competitive edge in the market [4][11]. Future Outlook - The company is set to launch its green intelligent cultural innovation park in Anhui, which is expected to enhance its market position and meet the growing demand for innovative packaging solutions [5][10]. - Longlide aims to integrate digital technologies such as big data and blockchain into its operations, fostering new business models and improving efficiency [5][10].

龙利得智能科技股份有限公司 2025 年半年度报告摘要 证券代码：300883 证券简称：龙利得 公告编号：2025-024 龙利得智能科技股份有限公司 1 号私募证券投资基金通 龙利得智能科技股份有限公司 2025 年半年度报告 | 摘要 | | | | | | --- | --- | --- | --- | --- | | 一、重要提示 | | | | | | 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划， | | | | | | 投资者应当到 | | | | | | 证监会指定媒体仔细阅读半年度报告全文。 | | | | | | 所有董事均已出席了审议本报告的董事会会议。 | | | | | | 非标准审计意见提示 | | | | | | □适用 | ?不适用 | | | | | 董事会审议的报告期利润分配预案或公积金转增股本预案 | | | | | | □适用 | ?不适用 | | | | | 公司计划不派发现金红利，不送红股，不以公积金转增股本。 | | | | | | 董事会决议通过的本报告期优先股利润分配预案 | | | | | | □适用 | ?不适用 ...

Core Insights - The company reported a revenue of 428,720,866.56 yuan for the first half of 2025, representing a year-on-year increase of 20.71% [2] - The net profit attributable to shareholders of the listed company was 1,195,783.37 yuan, showing a significant year-on-year decline of 69.52% [2] Financial Performance - Revenue for the first half of 2025: 428.72 million yuan, up 20.71% year-on-year [2] - Net profit for the same period: 1.20 million yuan, down 69.52% year-on-year [2]