关于东莞长联新材料科技股份有限公司 向银行申请综合授信额度并接受关联方担保的核查意见 东莞证券股份有限公司（以下简称"东莞证券"或"保荐机构"）作为东莞 长联新材料科技股份有限公司（以下简称"长联科技"或"公司"）首次公开发 行股票并在创业板上市的保荐机构，根据《证券发行上市保荐业务管理办法》 《深圳证券交易所创业板股票上市规则》《深圳证券交易所上市公司自律监管指 引第2号——创业板上市公司规范运作》《深圳证券交易所上市公司自律监管指 引第13号——保荐业务》《深圳证券交易所上市公司自律监管指引第7号——交 易与关联交易》等法律法规的有关规定，对长联科技向银行申请综合授信额度并 接受关联方担保的事项进行了审慎核查，并出具本核查意见。核查情况如下： 一、概述 根据公司发展战略目标，为保障公司未来生产经营的资金需求，公司拟向中 国民生银行股份有限公司东莞分行（以下简称"民生银行"）申请不超过人民币 20,000 万元的贷款综合授信额度，期限不超过 1 年。公司关联方卢开平先生提 供担保，公司无需提供反担保或支付任何费用。上述授信额度不等于公司的实际 融资金额，实际融资金额以公司在授信额度内与上述银行实际发生的融资 ...

Financial Performance - The company's revenue for Q3 2025 was CNY 130,621,007.30, representing an increase of 11.25% compared to the same period last year[5] - The net profit attributable to shareholders for Q3 2025 was CNY 9,135,775.75, a decrease of 18.76% year-on-year[5] - The net profit attributable to shareholders after deducting non-recurring gains and losses was CNY 3,606,910.97, down 61.76% from the previous year[5] - Basic and diluted earnings per share for Q3 2025 were CNY 0.1013, a decline of 39.04% compared to the same period last year[5] - Total operating revenue for the current period was ¥402,914,193.23, a decrease of 2.87% from ¥414,106,849.37 in the previous period[20] - Net profit for the current period was ¥33,785,095.34, down 39.8% from ¥56,102,946.58 in the previous period[21] - Earnings per share (EPS) decreased to ¥0.3745 from ¥0.8292, reflecting a decline of 54.8%[21] Assets and Liabilities - Total assets at the end of Q3 2025 were CNY 1,171,747,384.34, reflecting a slight increase of 0.22% from the end of the previous year[5] - The company reported a total current assets of ¥785,116,612.55 as of September 30, 2025, slightly down from ¥787,923,132.95 at the beginning of the period, indicating a decrease of approximately 0.23%[16] - The total non-current assets amounted to ¥377,262,391.76, with fixed assets showing a substantial increase from ¥60,714,263.28 to ¥227,001,612.71, marking an increase of about 273.5%[16] - Total liabilities decreased to ¥227,810,195.33 from ¥237,759,558.51, a reduction of 4.2%[18] - The company’s total restricted shares increased to 57,061,550, with a significant portion set to be released in the coming years, impacting shareholder structure[13] Cash Flow - The company reported a cash flow from operating activities of CNY 8,171,680.78, which decreased by 6.68% year-to-date[5] - Operating cash inflow for the current period was CNY 348,499,978.61, an increase of 2.9% from CNY 340,976,176.28 in the previous period[23] - Net cash flow from operating activities decreased to CNY 8,171,680.78 from CNY 8,756,516.33, reflecting a decline of 6.7%[23] - Cash inflow from investment activities surged to CNY 403,347,783.50, compared to CNY 61,617,283.93 in the previous period, marking a significant increase[23] - Net cash flow from investment activities was negative at CNY -187,707,078.00, worsening from CNY -66,411,601.76[23] - Total cash inflow from financing activities was CNY 89,449,430.55, down from CNY 303,580,684.70[24] - Net cash flow from financing activities decreased significantly to CNY 20,585,243.39 from CNY 294,765,841.45[24] - The ending cash and cash equivalents balance was CNY 157,369,518.95, down from CNY 365,031,119.08[24] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 12,043[9] - The company’s long-term equity investments stood at ¥1,500,000.00, with no prior balance reported, indicating a new investment strategy[16] Strategic Changes - The company plans to change its registered address, which was approved by the board and shareholders, indicating a strategic move to align with operational needs[14] - The company has completed the necessary business registration changes as of September 15, 2025, following the board's resolutions[14] Expenses - The decline in net profit was attributed to increased expenses from new projects and a decrease in sales gross margin[10] - Total operating costs increased to ¥367,728,277.59, up 4.4% from ¥350,651,217.90 in the previous period[20] - Research and development expenses rose to ¥23,360,946.64, an increase of 13.2% compared to ¥20,641,921.02 in the previous period[20] - The company reported a credit impairment loss of ¥5,617,048.55, worsening from ¥4,343,293.03 in the previous period[20]

Core Viewpoint - Changlian Technology's stock price has shown fluctuations, with a recent increase of 2.08% and a year-to-date decline of 3.49%, indicating potential volatility in the market [1][2]. Financial Performance - For the first half of 2025, Changlian Technology reported revenue of 272 million yuan, a year-on-year decrease of 8.22%, and a net profit attributable to shareholders of 24.65 million yuan, down 45.05% year-on-year [2]. - The company has cumulatively distributed 30.29 million yuan in dividends since its A-share listing [3]. Stock Market Activity - As of October 20, the stock price was 57.86 yuan per share, with a market capitalization of 5.22 billion yuan and a trading volume of 18.41 million yuan [1]. - The stock has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on April 17, where it recorded a net buy of -61.84 million yuan [2]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 13,400, with an average of 1,679 circulating shares per person, reflecting a 38.10% increase from the previous period [2]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]. Business Overview - Changlian Technology, established on November 4, 2009, specializes in the research, production, and sales of printing materials, with a revenue composition of 71.95% from water-based printing glue, 18.28% from silicone, and 9.77% from other products [2]. - The company operates within the basic chemical industry, specifically in textile chemical products [2].

Group 1 - The core viewpoint of the news is that Changlian Technology experienced a decline in stock price and trading volume, with significant changes in financing and stockholder metrics [1][2]. - On October 17, Changlian Technology's stock fell by 1.80%, with a trading volume of 35.28 million yuan. The financing buy-in amount was 2.97 million yuan, while the financing repayment was 5.56 million yuan, resulting in a net financing buy-in of -2.59 million yuan [1]. - As of October 17, the total financing and securities balance for Changlian Technology was 96.62 million yuan, which accounts for 4.04% of its circulating market value, indicating a low financing balance compared to the past year [1]. Group 2 - As of June 30, the number of shareholders for Changlian Technology was 13,400, an increase of 1.37% from the previous period, with an average of 1,679 circulating shares per person, up by 38.10% [2]. - For the first half of 2025, Changlian Technology reported operating revenue of 272 million yuan, a year-on-year decrease of 8.22%, and a net profit attributable to shareholders of 24.65 million yuan, down 45.05% year-on-year [2]. - Since its A-share listing, Changlian Technology has distributed a total of 30.29 million yuan in dividends [3].

Core Insights - On October 17, Changlian Technology executed a block trade of 120,000 shares, amounting to 5.5596 million yuan, which represented 13.61% of the total trading volume for the day. The transaction price was 46.33 yuan, reflecting an 18.26% discount compared to the market closing price of 56.68 yuan [1][2]. Group 1 - The block trade involved 120,000 shares of Changlian Technology [1][2]. - The total transaction value was 5.5596 million yuan [1][2]. - The transaction price of 46.33 yuan was at an 18.26% discount to the market closing price [1][2].

Core Insights - Longyan Technology experienced a 2.00% decline in stock price on October 16, with a trading volume of 45.22 million yuan [1] - The company reported a financing net purchase of 1.22 million yuan on the same day, with a total financing balance of 99.21 million yuan, representing 4.07% of its market capitalization [1] - The company’s main business involves the research, production, and sales of printing materials, with a revenue composition of 71.95% from water-based printing glue, 18.28% from silicone, and 9.77% from other sources [1] Financing and Shareholder Information - As of June 30, the number of shareholders for Longyan Technology increased by 1.37% to 13,400, with an average of 1,679 circulating shares per person, up 38.10% [2] - The company reported a revenue of 272 million yuan for the first half of 2025, a year-on-year decrease of 8.22%, and a net profit attributable to shareholders of 24.65 million yuan, down 45.05% year-on-year [2] - Cumulatively, the company has distributed 30.29 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Longyan Technology [3]

Core Points - Long联科技's stock price decreased by 0.22% on October 15, with a trading volume of 54.91 million yuan [1] - The company had a net financing purchase of 1.67 million yuan on the same day, with a total financing balance of 97.986 million yuan, representing 3.94% of its market capitalization [1] - The company’s main business revenue composition includes 71.95% from water-based printing glue, 18.28% from silicone, and 9.77% from other sources [1] Financing and Margin Trading - On October 15, Long联科技 had a financing buy of 3.6434 million yuan and a financing repayment of 3.6267 million yuan, resulting in a net financing purchase of 16,700 yuan [1] - The financing balance is currently at a low level, below the 10th percentile of the past year [1] - There were no short sales or repayments on October 15, with the short selling balance at zero, indicating a high level compared to the past year [1] Financial Performance - As of June 30, the number of shareholders increased by 1.37% to 13,400, with an average of 1,679 circulating shares per person, up 38.10% [2] - For the first half of 2025, Long联科技 reported a revenue of 272 million yuan, a year-on-year decrease of 8.22%, and a net profit of 24.6493 million yuan, down 45.05% year-on-year [2] Dividend and Shareholding - Long联科技 has distributed a total of 30.2868 million yuan in dividends since its A-share listing [3] - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3]

Core Viewpoint - Long联科技 experienced a decline of 2.25% in stock price on October 13, with a trading volume of 43.78 million yuan, indicating potential investor concerns about the company's financial performance and market position [1] Financing Summary - On October 13, Long联科技 had a financing buy amount of 4.51 million yuan, while the financing repayment was 4.75 million yuan, resulting in a net financing buy of -0.23 million yuan [1][2] - As of October 13, the total financing and securities balance for Long联科技 was 97.99 million yuan, which represents 4.06% of its circulating market value [2] Business Performance - For the period from January to June 2025, Long联科技 reported an operating income of 272 million yuan, reflecting a year-on-year decrease of 8.22% [2] - The net profit attributable to the parent company for the same period was 24.65 million yuan, showing a significant year-on-year decline of 45.05% [2] Shareholder Information - As of June 30, 2025, Long联科技 had 13,400 shareholders, an increase of 1.37% compared to the previous period, with an average of 1,679 circulating shares per shareholder, which is an increase of 38.10% [2] - After the A-share listing, Long联科技 has distributed a total of 30.29 million yuan in dividends [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders of Long联科技 [3]

2、自本次利润分配方案披露至实施期间，公司股本总额未发生变 化。 3、本次实施的利润分配方案与 2025 年第四次临时股东会审议通过 的方案一致。 4、本次实施利润分配方案的时间距离股东会审议通过的时间未超 过两个月。 证券代码：301618 证券简称：长联科技 公告编号：2025-048 东莞长联新材料科技股份有限公司 2025 年半年度权益分派实施公告 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。 东莞长联新材料科技股份有限公司（以下简称"公司"）2025 年 半年度权益分派方案已获 2025 年 9 月 15 日召开的 2025 年第四次临时 股东会审议通过，现将权益分派事宜公告如下： 一、股东会审议通过的利润分配方案情况 1、公司 2025 年半年度权益分派方案为：以公司 2025 年 6 月 30 日的总股本 90,215,860 股为基数，向全体股东每 10 股派发现金 1.00 元（含税），共计派发现金 9,021,586.00 元（含税），不以资本公积 金转增股本，不送红股，剩余未分配利润结转至以后年度。若在利润分 配预案公告后至实施前，公司 ...

Core Viewpoint - Long联科技 has experienced a decrease in revenue and net profit for the first half of 2025, indicating potential challenges in its business performance [1][2]. Group 1: Financial Performance - For the period of January to June 2025, Long联科技 achieved operating revenue of 272 million yuan, a year-on-year decrease of 8.22% [1]. - The net profit attributable to the parent company for the same period was 24.65 million yuan, reflecting a significant year-on-year decline of 45.05% [1]. Group 2: Stock and Financing Information - On September 30, 2025, Long联科技's stock price increased by 0.55%, with a trading volume of 46.04 million yuan [1]. - The financing buy-in amount for Long联科技 on the same day was 9.14 million yuan, while the financing repayment was 16.44 million yuan, resulting in a net financing buy-in of -7.30 million yuan [1]. - As of September 30, 2025, the total balance of margin trading for Long联科技 was 94.56 million yuan, accounting for 3.98% of its market capitalization [1]. Group 3: Shareholder and Dividend Information - Since its A-share listing, Long联科技 has distributed a total of 21.27 million yuan in dividends [2]. - As of June 30, 2025, the number of shareholders for Long联科技 was 13,400, which is an increase of 1.37% compared to the previous period [1].