Financial Performance - Q3 2025 revenue was CNY 214,175,464.62, a decrease of 0.57% year-over-year, while year-to-date revenue reached CNY 642,896,331.18, an increase of 12.68%[4] - The net profit attributable to shareholders for Q3 2025 was CNY -836,255.39, a decline of 166.90% year-over-year, and year-to-date net profit was CNY 359,527.98, down 93.05%[4] - The basic earnings per share for Q3 2025 was CNY -0.0024, a decrease of 166.67% compared to the same period last year, while year-to-date basic earnings per share was CNY 0.0010, down 93.33%[4] - The net profit for the current period was ¥388,922.26, a significant decrease of 92.91% from ¥5,488,971.65 in the previous period[19] - The company reported a total profit of ¥-570,806.95 for the current period, a decline from ¥2,564,681.69 in the previous period[19] Cash Flow - The net cash flow from operating activities for the year-to-date period was CNY -39,292,530.97, a significant decrease of 493.42% compared to the previous year[4][8] - The company reported a net cash outflow from operating activities of ¥39,292,530.97, compared to a smaller outflow of ¥6,621,418.77 in the previous period[20] - Cash and cash equivalents at the end of the period totaled ¥561,779,921.20, an increase from ¥539,562,853.88 at the end of the previous period[21] - The total cash inflow from financing activities was ¥591,346,255.00, compared to ¥365,146,108.09 in the previous period, indicating a 62.00% increase[21] - The company’s total cash outflow from investing activities was ¥200,373,309.00, significantly higher than ¥28,472,533.36 in the previous period[21] Assets and Liabilities - Total assets at the end of Q3 2025 were CNY 2,572,900,112.63, reflecting a 14.09% increase from the end of the previous year[4] - The total assets of Longlide Intelligent Technology Co., Ltd. increased from CNY 2,255,160,109.34 at the beginning of the period to CNY 2,572,900,112.63 at the end of the period, reflecting a growth of approximately 14%[16] - Current assets rose from CNY 1,204,038,389.87 to CNY 1,340,789,986.93, marking an increase of about 11.3%[15] - Total liabilities increased from CNY 831,445,160.63 to CNY 1,145,727,568.59, reflecting a growth of about 37.8%[17] - Long-term borrowings rose from CNY 286,918,052.89 to CNY 480,684,307.89, an increase of approximately 67.5%[17] Investment and Costs - The company reported a significant increase in project investment costs due to the ongoing construction of the Longlide Green Intelligent Cultural Innovation Project, impacting cash flow and profitability[8] - The company is currently in the investment phase for its new project, which has not yet begun production, leading to increased costs and reduced profitability[8] - Total operating costs increased to ¥660,989,350.35, up 13.38% from ¥583,132,991.85 in the previous period, with operating costs specifically rising to ¥550,904,713.68, a 12.00% increase[18] - The company incurred research and development expenses of ¥29,734,474.01, which is an increase of 18.66% from ¥25,178,448.13 in the previous period[18] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 17,562, with the largest shareholder holding 12.14% of the shares[10] - The total equity attributable to the parent company increased from CNY 1,418,212,879.99 to CNY 1,421,641,081.04, a slight increase of about 0.2%[17] Asset Composition - Cash and cash equivalents increased from CNY 577,733,443.96 to CNY 593,321,870.28, a growth of approximately 2.5%[15] - Accounts receivable decreased from CNY 182,235,212.26 to CNY 158,778,061.45, a decline of about 12.8%[15] - Inventory increased significantly from CNY 367,209,048.70 to CNY 472,178,019.01, representing a rise of approximately 28.6%[15] - The company reported a significant increase in fixed assets from CNY 792,535,598.48 to CNY 860,080,260.57, reflecting a growth of approximately 8.5%[16] - The company’s non-current assets increased from CNY 1,051,121,719.47 to CNY 1,232,110,125.70, indicating a growth of about 17.2%[16] Return on Investment - The weighted average return on net assets was -0.06% for Q3 2025, down from 0.03% in the previous year[4]

Group 1 - The company, Longlide, reported that as of October 20, 2025, the total number of shareholders is 17,664 [2] - The number of shareholders is updated in real-time as trading occurs, indicating a dynamic shareholder base [2] - Investors are advised to interpret changes in the number of shareholders with caution [2]

Core Viewpoint - Longlide (300883) is leveraging a significant number of industrial robots in its automated production lines to enhance efficiency and reduce costs through automation and intelligence [1] Group 1: Automation and Robotics - The company utilizes industrial robots primarily for repetitive tasks such as material handling, stacking, and product transportation (e.g., AGV/AMR) [1] - The implementation of these robots is fundamental to achieving automation and smart manufacturing [1] Group 2: Future Developments - As the company continues to grow, it plans to consider the application of humanoid robots in the future [1]

Business Transformation - The company is transitioning from a "traditional transportation packaging provider" to a "packaging solution service provider for end consumers," impacting product structure, customer base, and profit models [2][3]. - High-margin consumer products (e.g., color boxes, gift boxes) accounted for approximately 0.77%, 8.72%, and 9.57% of total revenue in 2023, 2024, and the first half of 2025, respectively [3]. Technological Advancements - Breakthroughs in moisture-proof, waterproof, and acid-resistant paper products are planned for application in high-value emerging fields such as special daily chemicals and cold chain packaging [3][4]. - The integration of AI and machine vision in the smart manufacturing system enhances quality detection, production scheduling, and energy consumption control [5][6]. Market Expansion - The company aims to penetrate high-growth potential industries such as health and beauty, focusing on biomedicine and high-end fast-moving consumer goods [4][7]. - Future resource investments include R&D, production capacity, and talent acquisition to support market expansion [4][6]. Industry Growth and Trends - The printing industry in China saw a 2.3% increase in the number of enterprises and a 3.9% increase in total output value in 2024 [8][9]. - Key growth drivers include consumer demand for personalized packaging, e-commerce logistics expansion, and advancements in green printing technologies [9][10]. Competitive Landscape - The packaging industry is characterized by a fragmented market with many small-scale producers lacking innovation capabilities, while the company is recognized as a leading player with numerous accolades [11][12]. - The company’s competitive advantages include advanced automation, product quality, rapid response capabilities, and strong brand influence [13][14]. Customer Structure and Performance - The customer base spans various sectors, including daily chemicals, high-end food, and e-commerce, with a significant revenue contribution from eco-friendly paper bags, which grew by 1999.51% year-on-year in 2024 [15]. - In 2024, the revenue breakdown for packaging manufacturing was 85.78% from corrugated packaging, 3.79% from industrial paper, 2.82% from color boxes, and 5.90% from eco-friendly paper bags [15].

证券代码：300883 证券简称：龙利得 公告编号：2025-029 龙利得智能科技股份有限公司 关于原持股 5%以上股东减持计划实施完成的公告 公司原持股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"）于2025年8月11日披露 了《关于持股 5%以上股东减持计划的预披露公告》,股东滁州浚源创业投资中心 （有限合伙）（以下简称"滁州浚源"）持有公司股份23,842,100股，占公司总 股本的6.89%，滁州浚源拟通过集中竞价交易或大宗交易方式减持公司股份不超 过6,574,000股，即减持不超过公司总股本的1.90%。实施期限为自公告披露之日 起15个交易日之后的三个月内（即2025年9月1日-2025年11月30日）。 滁州浚源在2025年9月1日通过大宗交易方式减持公司股份308.30万股，持股 比例由6.89078%下降至5.99974%，具体详见公司于2025年9月2日在巨潮资讯网披 露的《关于持股 5%以上 ...

Core Viewpoint - The shareholder Chuzhou Junyuan Venture Capital Center has reduced its stake in Longlide (300883.SZ) through block trading, decreasing its shareholding from 10.18% to 4.99997% as of September 17, 2025, thus no longer being a major shareholder [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 429 million yuan, representing a year-on-year growth of 20.71% [1] - The net profit attributable to the parent company was 1.1958 million yuan, a significant decline of 69.52% compared to the same period last year [1] - The net profit after deducting non-recurring items was only 119,700 yuan, reflecting a drastic year-on-year decrease of 92.44% [1] Cost and Expense Analysis - The change in net profit is primarily attributed to a year-on-year increase in operating costs by 21.24%, which outpaced revenue growth, leading to a decrease in gross margin by 0.37 percentage points [1] - Selling expenses increased by 28.40% year-on-year, while management expenses rose by 18.65%, indicating that rising costs have compressed the company's profit margins [1]

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） 通讯地址：无锡市滨湖区太湖新城金融八街8号联合金融大厦1119室 股份变动性质：股份减少，持股比例下降至5%以下 龙利得智能科技股份有限公司 简式权益变动报告书 上市公司名称：龙利得智能科技股份有限公司 上市地点：深圳证券交易所 股票代码：300883 股票简称：龙利得 签署日期：2025年【09】月【18】日 信息披露义务人声明 一、信息披露义务人根据《中华人民共和国公司法》、《中华人民共和国 证券法》、《上市公司收购管理办法》、《公开发行证券的公司信息披露内容与 格式准则第15号—权益变动报告书》及相关法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人章程或内部规则的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在龙利得智能科技股份有限公司中拥有权 益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的信息外，上述信息披露义务 人没有通过任何其他方式增加或减少 ...

证券代码：300883 证券简称：龙利得 公告编号：2025-028 龙利得智能科技股份有限公司 1.本次权益变动情况 滁州浚源因自身资金需求，在 2023 年 2 月 28 日至 2023 年 3 月 1 日通过大 宗交易方式减持公司股份 1,138.00 万股，持股比例由 10.17980%（按当时总股 本剔除当时回购专户股份数量计算比例为 10.24%）下降至 6.89078%（按当时总 股本剔除当时回购专户股份数量计算比例为 6.93%），具体详见公司于 2023 年 3 月 1 日在巨潮资讯网披露的《关于持股 5%以上股东通过大宗交易减持公司股份 超过 1%的公告》；根据证监会 2025 年 1 月 10 日发布的《证券期货法律适用意 见第 19 号——<上市公司收购管理办法>第十三条、第十四条的适用意见》（以 下简称"《法律适用意见》"）相关规定，投资者以其截至《法律适用意见》发 布日拥有权益的股份比例，适用"刻度说"新规。截至 2025 年 1 月 10 日，滁州 关于持股 5%以上股东权益变动触及 5%整数倍暨披露简式权 益变动报告书的提示性公告 公司5%以上股东滁州浚源创业投资中心（有限合伙 ...

Core Insights - The packaging and printing sector experienced a decline of 1.58% on September 18, with Longlide leading the drop [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Market Performance - Notable gainers in the packaging and printing sector included: - Dashengda (603687) with a closing price of 9.37, up 6.00% and a trading volume of 383,200 shares [1] - Zhongrui Co. (002374) closed at 3.10, up 3.68% with a trading volume of 1,311,400 shares [1] - Yongji Co. (603058) closed at 69.6, up 3.64% with a trading volume of 481,300 shares [1] - Major decliners included: - Longlide (300883) closed at 6.78, down 5.83% with a trading volume of 241,800 shares [2] - Wangzi New Materials (002735) closed at 15.73, down 4.49% with a trading volume of 483,200 shares [2] Capital Flow - The packaging and printing sector saw a net outflow of 255 million yuan from institutional investors, while retail investors contributed a net inflow of 178 million yuan [2] - The capital flow for key stocks showed: - Zhongrui Co. had a net inflow of 58.76 million yuan from institutional investors [3] - Dashengda experienced a net inflow of 44.71 million yuan from institutional investors [3] - Yongji Co. had a net inflow of 24.66 million yuan from institutional investors [3]

Core Viewpoint - The company is actively transforming from a traditional packaging provider to a consumer-oriented packaging solutions provider, focusing on optimizing product structure and exploring various investment opportunities [1][2]. Company Transformation and Business Expansion - The company is transitioning towards offering packaging solutions aimed at end consumers, with an emphasis on products such as color boxes, bags, and boutique boxes [1]. - While the company is open to investment opportunities, there are currently no specific plans for mergers or expansions into non-packaging sectors [1]. Technology Application and Innovation Park Progress - The company is advancing the integration of digital technologies such as big data, blockchain, and IoT in the Anhui Mingguang Green Intelligent Cultural Innovation Park, which is set to enhance its digital capabilities and meet emerging market demands [2]. - The Shanghai "Longlide Cultural Innovation Park" is also focusing on expanding its main business to solidify the company's market position as a comprehensive packaging and printing solution provider [2]. R&D, Marketing, and Talent Investment Focus - In the first half of 2025, the company concentrated its R&D investments on technological innovations in paper packaging and other container developments [3]. - The marketing system is being enhanced to improve customer resource expansion and service capabilities, with a focus on recruiting professionals in R&D, marketing, and management [3]. Product Advantages and Market Competitiveness - The company's eco-friendly paper bags are recognized for their high-quality materials and overall performance, finding applications across various consumer sectors [4]. - The subsidiary's paper cup products have achieved two significant international certifications, enhancing their global recognition [4]. - The company has established technological and product barriers through increased R&D investments, improving product quality and expanding application scenarios [4]. Revenue Growth and Profitability Strategies - In the first half of 2025, the company's revenue grew by 20.71% compared to the same period last year, driven by leveraging its strengths, increasing R&D and marketing investments, and expanding customer resources [5]. - The company aims to enhance profitability through six main strategies: upgrading product structure, smart manufacturing, capacity expansion, seizing downstream demand opportunities, strengthening cost control, and increasing the proportion of high-end products [5]. - The investor communication event provided comprehensive responses to investor concerns, showcasing the company's plans and progress in transformation, technology application, and market expansion [5].