Announcement • 1h
Shenzhen Longsys Electronics Co., Ltd. (SZSE:301308) announces an Equity Buyback for CNY 800 million worth of its shares. Shenzhen Longsys Electronics Co., Ltd. (SZSE:301308) announces a share repurchase program. Under the program, the company will repurchase up to CNY 800 million worth of class A shares. The shares will be repurchased at a price of not more than CNY 735 per share. The shares purchased will be used for equity incentives or an employee stock ownership plan (any repurchased shares not fully transferred within 3 years after the repurchase result announcement will be cancelled in accordance with law. The program will be funded out of the company's own funds. The program will be valid within 12 months from Board approval. Valuation Update With 7 Day Price Move • Aug 10
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to CN¥387, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 24x in the Tech industry in China. Total returns to shareholders of 398% over the past three years. Announcement • Aug 05
Longsys Showcases Edge AI Storage Fusion Solutions At FMS 2026 Longsys presented its "Edge AI Storage Fusion" showcase at the Future of Memory and Storage (FMS) 2026, spanning three core scenarios: AI Agent Hosts (AI BOX), AI PCs, and AI Mobile embedded devices. To address memory bottlenecks, KV cache expansion, and latency challenges in local LLM deployment, Longsys has partnered with AMD to integrate AIDIMM™ high-bandwidth memory, the iSA™ (Intelligent Storage Agent), and AISSD™. A live demo, jointly developed with SixUnion, showed a system running 70B-, 80B-, and 122B-parameter models smoothly using just 64GB of AIDIMM™ memory, with significantly lower memory usage and higher inference efficiency. Longsys also unveiled an AMD Ryzen™ AI Halo platform integrated with AISSD™ and iSA™, now AMD AVL-certified and ready for mass deployment. AIDIMM™ delivers a native 256-bit interface, up to 307.2 GB/s peak bandwidth, and up to 128GB capacity per module, with a plug-and-play design suited for scaled manufacturing. iSA™, Longsys' proprietary scheduling engine, uses MoE offloading, tiered cache management, and predictive prefetching to dynamically balance memory and storage resources in real time. Longsys' 5nm SPU™ (Storage Processing Unit) powers a DRAM-less PCIe Gen5 SSD achieving 14.8 GB/s sequential read and 13 GB/s write speeds—flagship-class performance at =6.3W, roughly 10% lower than comparable controllers. Built-in lossless compression (up to 2:1) expands usable capacity without impacting speed. Longsys' PCIe Gen5 mSSD reaches 11 GB/s read, 10 GB/s write, and 2200K/1800K IOPS. With flexible form factors (M.2 2230/2242/2280 and more) and manufacturing capacity exceeding one million units monthly, Longsys supplies various partners including Lenovo and ASUS. Longsys' HLCache™ UFS technology intelligently offloads cold data from DRAM to storage. Tested on a Google Pixel 7a, a 4GB LPDDR5 device saw background app capacity rise 64% (17 to 28 apps) and DRAM usage drop 20% (3.1GB to 2.5GB)—performance approaching a native 6GB configuration, while supporting 13B–20B parameter models. AILPBGA™ complements this with a 256-bit, 307GB/s embedded memory solution in a compact 22×22mm package, purpose-built for space- and power-constrained devices. Product performance data is based on Longsys internal testing; actual results may vary. 
