8月28日晚间，长联科技（301618.SZ）披露2025年半年度报告。上半年公司实现营业收入2.72亿元；归 母净利润2464.93万元；扣非后归母净利润2371.99万元；基本每股收益为0.27元。 受国际贸易形势不确定影响，上半年公司下游订单未达预期，且新投入的硅基材料、智能设备项目处于 产能爬坡期，费用和研发投入增加，业绩承压。但硅胶（硅基材料）业务实现营业收入4075.12万元， 同比增长145.39%，为公司增长提供新的动能。公司期末总资产达12.19亿元，同比增长4.23%。 中期分红是上市公司向资本市场传递经营质量的重要信号。上市后的首份半年报，长联科技拟每10股派 发现金红利1.00元（含税），预计分红金额902.16万元（含税）。这是公司继2024年分红2126.52万元 （含税）后，继续以真金白银回馈投资者，本次分红占归母净利润的36.60%，股利支付率大幅提升。 南开大学金融学教授田利辉表示，一批上市公司尤其行业龙头正在用真金白银对全年经营情况作注脚， 也反映出对行业发展前景的积极预期。中期分红乃至一年多次分红正逐渐成为新常态，回馈投资者正在 从"选择题"变为"必答题"。 近年来，随着 ...

Group 1 - The company reported a revenue of 272 million yuan and a net profit attributable to shareholders of 24.65 million yuan for the first half of 2025, with a basic earnings per share of 0.27 yuan [1] - The silicone material business achieved a revenue of 40.75 million yuan, representing a year-on-year growth of 145.39%, providing new growth momentum for the company [1] - The company plans to distribute a cash dividend of 1.00 yuan per 10 shares, amounting to approximately 9.02 million yuan, which accounts for 36.60% of the net profit attributable to shareholders, indicating a significant increase in the dividend payout ratio [1] Group 2 - The company focuses on eco-friendly and sustainable printing solutions, including water-based printing pastes and automated printing equipment, serving well-known brands such as Nike, Adidas, and Disney [2] - To capitalize on the growing demand for water-based printing materials, the company is expanding its production capacity, with plans to increase the annual production of eco-friendly water-based printing pastes to 27.75 thousand tons [2] - The company is investing in new projects for silicone materials and intelligent printing equipment, aiming to create an integrated industrial base for advanced materials and smart manufacturing [2] Group 3 - The company increased its R&D expenditure to 14.92 million yuan in the first half of 2025, representing a year-on-year growth of 8.58%, which is 5.48% of its revenue [3] - The company has obtained 41 invention patents and 7 utility model patents, and has been involved in the formulation of various national and industry standards, enhancing its technological competitiveness [3] - The company aims to continue focusing on printing materials and equipment, enhancing its sales network, and achieving sustainable high-quality development through innovation and market expansion [3]

Core Viewpoint - Long联科技 reported strong financial performance in the first half of 2025, with a focus on investor returns through dividend distribution and continued investment in R&D and capacity expansion in the environmentally friendly printing materials market [1][2][3] Financial Performance - In the first half of 2025, Long联科技 achieved operating revenue of 272 million yuan and a net profit attributable to shareholders of 24.65 million yuan, with a basic earnings per share of 0.27 yuan [1] - The company plans to distribute a cash dividend of 1.00 yuan per 10 shares, amounting to approximately 9.02 million yuan, which represents 36.60% of the net profit attributable to shareholders [1] Market Position and Strategy - Long联科技 is a professional provider of textile and apparel printing solutions, focusing on eco-friendly water-based printing materials and automation equipment, serving well-known brands like Nike, Adidas, and Disney [1][2] - The company is expanding its production capacity for water-based printing materials, with total assets reaching 1.219 billion yuan, a year-on-year increase of 4.23% [2] R&D and Innovation - R&D expenses for the first half of 2025 amounted to 14.92 million yuan, representing 5.48% of operating revenue, with a year-on-year increase of 8.58% [3] - The company holds 41 invention patents and 7 utility model patents, and has been involved in setting national and industry standards, enhancing its technological competitiveness [3] Future Outlook - Long联科技 aims to continue focusing on printing materials and equipment, enhancing its sales network, and exploring new product development in digital and functional printing materials [3]