山东联科科技股份有限公司 （潍坊市青州市鲁星路577号） 以简易程序向特定对象发行股票 募集说明书 （注册稿） 保荐机构 二〇二五年八月 声 明 认不存在虚假记载、误导性陈述或重大遗漏。 的公司信息披露内容与格式准则第 61 号——上市公司向特定对象发行证券募集 说明书和发行情况报告书》等要求编制。 责；因本次向特定对象发行股票引致的投资风险，由投资者自行负责。 之相反的声明均属不实陈述。 其他专业顾问。 相关事项的实质性判断、确认、批准。 重要提示 本部分所述词语或简称与本募集说明书"释义"所述词语或简称具有相同含 义。 公司特别提请投资者注意，在做出投资决策之前，务必认真阅读本募集说 明书正文内容，并特别关注以下事项。 事会第二次会议审议通过，并由公司第三届董事会第二次会议提请 2024 年年度 股东大会根据公司章程授权董事会全权办理以简易程序向特定对象发行融资总 额人民币不超过三亿元且不超过最近一年末净资产百分之二十的股票事项。 权董事会全权办理以简易程序向特定对象发行股票相关事宜的议案》《关于公司 案。 于公司<2025 年度以简易程序向特定对象发行股票预案（修订稿）>的议案》等 与本次发行相关的议案 ...

Summary of Key Points Core Viewpoint - The report details the fundraising activities and the usage of raised funds by Shandong LianKe Technology Co., Ltd., highlighting the amounts raised, their allocation, and the current status of these funds as of March 31, 2025 [1][2]. Fundraising Overview - The total net amount raised from the initial public offering (IPO) was RMB 596,312,839.61 after deducting issuance costs of RMB 52,972,160.39 [2]. - The company was also approved to raise RMB 265,472,460.69 through a simplified procedure for a specific audience, with all funds received by June 27, 2023 [2]. Fund Usage and Balance - The net amount from the IPO was allocated as follows: - Pre-investment project replacement: RMB 160,118,544.89 - Post-investment project replacement: RMB 169,401,612.76 - Bank loan repayment: RMB 120,000,000.00 - Working capital: RMB 124,972,046.07 - Total interest income: RMB 14,990,416.15 - Remaining balance as of March 31, 2025: RMB 36,811,052.04 [2][3]. - For the funds raised through the simplified procedure, the allocations were: - Pre-investment project replacement: RMB 42,882,174.99 - Post-investment project replacement: RMB 205,344,603.35 - Total interest income: RMB 6,662,477.79 - Remaining balance as of March 31, 2025: RMB 23,908,160.14 [2][3]. Fund Management - The company has established a fundraising management system to ensure compliance with relevant laws and regulations, including the storage of funds in dedicated bank accounts under a tripartite supervision agreement [4][5]. Investment Project Status - There were no changes or transfers in the investment projects funded by the raised capital [6]. - The actual investment amounts for various projects differed from the committed amounts, with reasons provided for discrepancies, such as ongoing construction or market conditions affecting project timelines [8][9]. Project Benefits and Performance - The report includes a table detailing the benefits realized from the investment projects, with some projects unable to be individually assessed for profitability due to their nature [9][10]. - The "10,000 tons/year high-dispersed silica project" and the "10,000 tons/year high-pressure cable shielding material project" are highlighted, with the latter expected to generate significant profits once fully operational [10][11]. Idle Funds - The company has not utilized idle funds for purposes other than those specified in the fundraising commitments [11].

Group 1 - The core viewpoint of the article is that LianKe Technology is planning to raise up to 300 million yuan through a simplified procedure for a specific audience to fund its Phase II project for producing 100,000 tons of high-pressure cable shielding materials using nano-carbon materials [1][2] - Since its IPO in June 2021, LianKe Technology has established a rapid financing rhythm, raising a total of over 1.2 billion yuan in four years, with the latest fundraising effort expected to bring the total to over 1.2 billion yuan [1] - As of the end of 2024, LianKe Technology's financial data shows a strong cash position with 741 million yuan in cash and low liabilities of only 109 million yuan, resulting in a debt-to-asset ratio of 32%, significantly lower than the chemical industry average of 45% [1] Group 2 - The company attributes this fundraising to the strategic need for domestic substitution of high-pressure cable shielding materials, although its broad monetary funds exceed 700 million yuan, which is sufficient to cover the total investment of 392 million yuan for the project [2] - It is noteworthy that the IPO fundraising project for the "Research and Testing Center Construction" has faced multiple delays, with the latest completion expected in June 2025, two years behind the original schedule [2] - According to the "Securities Issuance Registration Management Measures for Listed Companies," the simplified procedure is applicable for projects with a fundraising amount not exceeding 300 million yuan and not exceeding 20% of net assets, which aligns with LianKe Technology's current fundraising plan [2]

Core Viewpoint - The company, Shandong Link Science and Technology Co., Ltd., plans to issue shares through a simplified procedure to raise up to RMB 300 million, which will be primarily used for the second phase of its project to produce 100,000 tons of nano carbon materials for high-voltage cable shielding [2][24]. Group 1: Issuance Details - The total amount to be raised from the stock issuance is RMB 30 million, which complies with regulations limiting such fundraising to no more than 20% of the company's net assets as of the end of the previous year [2][24]. - The issuance price is set at RMB 21.17 per share, which is at least 80% of the average trading price over the 20 trading days prior to the pricing date [4][21]. - The number of shares to be issued is 14,170,996, not exceeding 30% of the total shares before the issuance [4][22]. Group 2: Project Purpose and Background - The project aims to produce high-voltage cable shielding materials, which are crucial for both land and submarine cable applications, addressing the current reliance on imported materials [9][12]. - The company has achieved significant technological advancements, breaking foreign monopolies in the production of conductive carbon black for high-voltage cables [9][10]. - The project aligns with national strategies to enhance manufacturing capabilities and promote the development of strategic emerging industries [10][12]. Group 3: Market Context - The global market for submarine cables is expected to grow significantly, driven by the expansion of offshore wind power and marine engineering projects [12][15]. - The demand for high-voltage submarine cables is increasing due to the ongoing energy transition and the need for efficient energy transmission [12][15]. - The company is positioned to capitalize on this growth by enhancing its product offerings and expanding its market share in the cable industry [17][18].

Group 1 - The decline in raw material prices is expected to enhance the company's profitability, with soda ash prices dropping 13.8% since the beginning of the year and energy prices weakening, leading to a decrease in downstream chemical product prices [1] - The company's main raw material costs are projected to decrease in the second half of 2024, with average procurement prices for soda ash, ethylene tar, anthracene oil, and coal tar dropping by 21.3%, 11.5%, 7.0%, and 11.5% respectively [1] - The company achieved a gross profit margin of 19.2% in 2024, an increase of 4.3 percentage points compared to 2023, driven by lower raw material costs [1] Group 2 - The company is expanding its production capacity with new projects, including a 50,000-ton nano carbon material project set to start production in June 2024 and a silica capacity increase of 30,000 tons expected in November 2024 [2] - The production and sales volume of carbon black and silica are projected to increase significantly in 2024, with carbon black production and sales rising by 25.6% and 20.9% respectively, and silica production and sales increasing by 27.7% and 26.5% [2] - The company is also progressing with the second phase of its nano carbon material project, which is expected to contribute to incremental performance [2] Group 3 - Revenue forecasts for the company from 2025 to 2027 are projected at 2.72 billion, 3.23 billion, and 3.92 billion yuan, representing year-on-year growth of 19.9%, 18.8%, and 21.6% respectively [3] - The net profit attributable to the parent company is expected to reach 360 million, 450 million, and 600 million yuan for the same period, with year-on-year growth rates of 30.7%, 26.9%, and 32.1% [3] - Based on the closing price on May 21, the corresponding price-to-earnings ratios are projected to be 13, 10, and 8 times for the years 2025, 2026, and 2027 respectively [3]

证券代码：001207 证券简称：联科科技 公告编号：2025-017 山东联科科技股份有限公司 （潍坊市青州市鲁星路577号） 2025 年度 以简易程序向特定对象发行股票 方案论证分析报告 二〇二五年二月 山东联科科技股份有限公司（以下简称"联科科技"或"公司"）召开第三 届董事会第二次会议审议通过了公司以简易程序向特定对象发行股票的相关议 案。根据《上市公司证券发行注册管理办法》等相关规定，公司董事会编制了本 次以简易程序向特定对象发行股票方案论证分析报告。 为满足公司业务发展的资金需求，根据《中华人民共和国公司法》《中华人 民共和国证券法》《上市公司证券发行注册管理办法》等有关法律、法规和规范 性文件和《公司章程》的规定，公司拟实施 2025 年度以简易程序向特定对象发 行股票计划（以下简称"本次发行"），本次拟发行的股票数量不超过 6,070.00 万股（含），募集资金不超过 30,000 万元（含），扣除发行费用后的募集资金 净额用于"年产 10 万吨高压电缆屏蔽料用纳米碳材料（二期）"项目。 在本次以简易程序向特定对象发行股票的募集资金到位之前，公司将根据项 目进度的实际情况以自筹资金进行先期投 ...

山东联科科技股份有限公司 2024年度募集资金存放与使用情况 专项报告 根据中国证券监督管理委员会发布的《上市公司监管指引第 2 号—上市公司 募集资金管理和使用的监管要求》和深圳证券交易所发布的《深圳证券交易所上 市公司自律监管指引第 1 号—主板上市公司规范运作》的规定，山东联科科技股 份有限公司（以下简称"公司"或"本公司"）管理层编制了募集资金 2024 年 度存放与使用情况的专项报告。 一、募集资金基本情况 1、首次公开发行股票 （1）首次公开发行股票募集资金金额和资金到账时间 根据中国证券监督管理委员会（以下简称"中国证监会"）《关于核准山东 联科科技股份有限公司首次公开发行股票的批复》（证监许可[2021]1813 号）， 山东联科科技股份有限公司获准向社会公开发行人民币普通股（A 股）股票 45,500,000.00 股，每股发行价格 14.27 元，募集资金总额为 649,285,000.00 元 ， 减 除 发 行 费 用 52,972,160.39 元 后 ， 本 公 司 本 次 募 集 资 金 净 额 596,312,839.61 元。上述资金于 2021 年 6 月 16 日全部到位 ...

扣除发行费用后的募集资金净额将全部用于以下项目： 单位：万元 证券代码：001207 证券简称：联科科技 公告编号：2025-019 山东联科科技股份有限公司 （潍坊市青州市鲁星路577号） 2025 年度 以简易程序向特定对象发行股票 募集资金使用的可行性分析报告 二〇二五年二月 一、本次募集资金使用计划 本次发行股票募集资金总额不超过 30,000.00 万元（含本数），符合以简易程 序向特定对象发行股票的募集资金不超过人民币三亿元且不超过最近一年末净 资产百分之二十的规定。 1-3-2 的"新型电工材料和绿色电力装备"创新联合体，加入以中国电科院为理事长单 位和中科院陈维江院士为专家委员会主任的"高压电缆高性能绝缘屏蔽料协同创 新联盟"，经过技术攻关团队不断努力，突破了 110kV、220kV 国产高压电缆半 导电屏蔽料用导电纳米碳材料的关键技术瓶颈，顺利通过中国机械工业联合会鉴 定，研制出了具有自主知识产权的高品质导电纳米碳材料，并已完成一期项目建 设。但是，目前高压海缆屏蔽料用导电纳米碳材料仍然完全依赖进口，主要从美 国卡博特、比利时益瑞石、德国欧励隆等公司采购，未能实现技术的自主可控及 产品的进口 ...