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 2025 年 9 月 15 日投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □ 现场参观 ☑ 其他 （2025 年安徽辖区上市公司投资者网上集体接待日活动） 参与单位名称及 人员姓名 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投资者 时间 2025 年 09 月 15 日（周一）下午 15:00-17:00 地点 公司通过全景网"投资者关系互动平台"（https://ir.p5w.net）采 用网络远程的方式参加。 上市公司接待人 员姓名 1.董事、财务负责人 朱 敏 2.副总经理、董事会秘书 尹雪峰 投资者关系活动 主要内容介绍 为便于广大投资者更深入、全面地了解公司情况，公司于 2025 年 9 月 15 日 15:00-17:00 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，利用网络远程与投资者进行了沟通交流。网上说明会主要 内容如下： 1．公 ...

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].