Group 1: Company Communication and Investor Relations - The company utilizes various channels such as investor hotlines and interactive platforms to communicate with minority shareholders and address their concerns [2] - The company is focused on maintaining a communication mechanism with small shareholders to report valuable feedback to management [2] Group 2: Strategic Transformation and Market Positioning - The company is transitioning from a "traditional transportation packaging provider" to a "packaging solution provider for end consumers," optimizing its product structure to include high-end packaging items [3] - The company aims to enhance its market share and competitiveness by focusing on core business and exploring various investment opportunities [2] Group 3: Technological Advancements and Innovations - The company is actively integrating digital technologies such as big data, blockchain, and IoT to create new industry models in the "Internet + Digital Intelligence + Packaging" sector [3] - The company has made significant progress in R&D investments, focusing on technological innovation and new product development to build competitive barriers [8] Group 4: Financial Performance and Growth Drivers - In the first half of 2025, the company achieved a revenue growth of 20.71% compared to the same period last year, driven by core business advantages and increased resource investments in R&D and marketing [7] - The company is enhancing its profitability through six key strategies, including product structure upgrades driven by environmental policies and optimizing customer structure [8] Group 5: Environmental Initiatives and Product Certifications - The company has obtained important international certifications for its paper cup products, enhancing their market recognition and compliance with environmental standards [5] - The company’s eco-friendly paper bags are made from high-quality materials, ensuring their biodegradability and recyclability, and are widely applicable in various consumer sectors [4] Group 6: Market Expansion and Customer Base - The company has a diverse customer base covering multiple sectors, including high-end food, cosmetics, and fast-moving consumer goods, with a focus on expanding its reach to end consumer brands [5] - The company plans to leverage its new technology and production capabilities to meet the demands of emerging markets, particularly in the fast-moving consumer goods sector [6]

证券日报网讯龙利得（300883）9月11日在互动平台回答投资者提问时表示，截至2025年9月10日公司股 东总户数为17，934户。 ...

证券代码：300883 证券简称：龙利得 公告编号：2025-027 龙利得智能科技股份有限公司 | 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 | | --- | | 假记载、误导性陈述或重大遗漏。 | 为进一步加强与投资者的互动交流，龙利得智能科技股份有限公司（以下简 称"公司"）将参加由安徽证监局指导，安徽上市公司协会与深圳市全景网络有 限公司联合举办的"2025 年安徽上市公司投资者网上集体接待日"活动，现将相 关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP, 参与本次互动交流，活动时间为 2025 年 9 月 15 日（周一）15:00-17:00。届时 公司高管将在线就公司业绩、公司治理、发展战略、经营状况等投资者关心的问 题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 特此公告！ 董事会 龙利得智能科技股份有限公司 二〇二五年九月九日 关于参加 2025 年安徽辖区上市公司投资者网上集体接待日 活动的公告 ...

Core Points - The major shareholder, Chuzhou Junyuan Venture Capital Center, has reduced its stake in Longlide Intelligent Technology Co., Ltd. by 3,083,000 shares, representing 0.8910% of the total share capital, bringing its ownership down from 6.8908% to 5.9997% as of September 1, 2025 [1][3] Group 1 - The reduction in shares was executed through block trading due to the shareholder's funding needs [1] - The shareholding change does not result in a change of control for the company, as Chuzhou Junyuan is not a controlling shareholder or actual controller [1][3] - The company has confirmed that this reduction complies with previously disclosed commitments and intentions regarding shareholding [1][3]

| | | 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]

Core Insights - Longlide (300883) reported a significant increase in revenue but a substantial decline in net profit for the first half of 2025, indicating a challenging financial environment [1][2] Financial Performance - Total revenue reached 429 million yuan, a year-on-year increase of 20.71% [1] - Net profit attributable to shareholders was 1.1958 million yuan, down 69.52% compared to the previous year [1] - The gross margin was 13.98%, a decrease of 2.61% year-on-year [1] - The net margin fell to 0.31%, down 73.82% year-on-year [1] - Operating cash flow per share was -0.15 yuan, a decline of 28.79% year-on-year [1] Cash Flow and Debt - The net cash flow from investment activities decreased by 629.79%, attributed to investments in the Longlide Cultural Innovation Park project [2] - The net cash flow from financing activities increased by 96.94%, due to higher bank borrowings compared to the previous period [2] - The net increase in cash and cash equivalents dropped by 251.21%, linked to reduced operating cash inflows and increased cash outflows from investment activities [2] Business Model and Operational Insights - The company's return on invested capital (ROIC) was 0.63%, indicating historically weak capital returns [2] - The business model relies heavily on capital expenditures, necessitating careful evaluation of the profitability of these investments [3] - The company has a debt ratio of 34.57% for interest-bearing liabilities, suggesting potential financial strain [3] - Accounts receivable levels are concerning, especially given the negative net profit in the annual report [3]

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]

Core Insights - Longlide (300883) reported a revenue of 429 million yuan for the first half of 2025, marking a year-on-year growth of 20.71% [1] - The company achieved a net profit of 1.1958 million yuan, which represents a significant decline of 69.52% compared to the previous year [1] - Basic earnings per share (EPS) stood at 0.0035 yuan, with a weighted average return on equity (ROE) of 0.08% [1]