Shenzhen Longsys Electronics (301308) Q4 2025 earnings summary

Executive summary

• Audited consolidated financial statements for the year ended December 31, 2025, were issued with an unqualified opinion by Ernst & Young Hua Ming LLP, confirming compliance with Chinese accounting standards and a true and fair view of financial position and results.

• The group is engaged in R&D, design, manufacturing, and sales of semiconductor memory application products, with significant operations in both domestic and international markets.

Financial highlights

• Consolidated revenue reached RMB 22.77 billion, up 30.4% year-over-year from RMB 17.46 billion.

• Net profit attributable to shareholders was RMB 1.42 billion, a 185.5% increase from RMB 498.7 million in 2024.

• Basic EPS was RMB 3.41, up from RMB 1.20 in the prior year.

• Gross margin improved to 19.4% from 19.0% year-over-year.

• Operating cash flow remained negative at RMB -1.20 billion, similar to the previous year.

Outlook and guidance

• The board proposed a cash dividend of RMB 3.50 per 10 shares for 2025 and a mid-2026 interim dividend of RMB 6.50 per 10 shares, pending shareholder approval.

• Management continues to focus on expanding R&D and international sales, with no segment reporting as the group is managed as a single operating segment.