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圣晖集成三季度末在手订单达 22.14 亿元,同比增长 21.21%
Ju Chao Zi Xun· 2025-10-16 03:54
公告显示,截至2025年9月30日,圣晖集成在手订单余额为22.14亿元(未含税),较上年同期增长21.21%,彰显公司在行业内的业务承接能力持续提升。从 行业分布来看,IC半导体行业为核心订单来源,在手订单余额达16.33亿元(未含税);精密制造行业在手订单余额4.64亿元(未含税);光电及其他行业在 手订单余额1.17亿元(未含税)。 公司特别说明,本期末IC半导体、光电及其他行业分类金额波动较大,系内部分类调整所致,具体为从光电及其他行业调出6.75亿元至IC半导体行业。 针对此次披露的在手订单数据,公司作出多方面说明。其一,未来将单独或在定期报告中持续披露在手订单情况,为投资者提供参考;其二,此次披露数据 源自公司内部统计,未经审计,不能直接推算营业收入、净利润等财务数据,且订单数据可能因统计口径、税收等因素在月度间存在变动,目前公司日常生 产经营未发生重大变动;其三,在手订单因业务类型不同交付周期差异较大,预计年内无法全部确认收入,且订单执行可能受不可抗力等多种因素影响,对 当期及未来年度业绩的影响存在不确定性。 10月16日,圣晖系统集成集团股份有限公司(证券代码:603163,证券简称:圣晖集成 ...
8GWh!瑞浦兰钧Q3出货量创公司新高
Ju Chao Zi Xun· 2025-10-16 03:47
董事及主要行政人员薪酬:2024年度该群体薪酬总计人民币5235.3万元,较2023年的5334.8万元略有下降。具体构成中,费用96 万元,薪金、津贴及实物福利214.7万元,绩效花红149.8万元,退休金计划供款22.5万元,股份激励计划开支4752.3万元。 FENGTING先生具体薪酬:作为主要行政人员,其2024年入职期间的薪酬总计人民币25.9万元,其中薪金、津贴及实物福利6.1 万元,绩效花红17.2万元,养老金计划供款2.6万元,无股份激励计划开支。 公告显示,瑞浦兰钧2025年第三季度出货量超23GWh,创下集团单季度出货量历史最佳纪录。同时,该季度内单月最高出货量 超8GWh,实现单季度与单月出货量的双重突破,展现出集团强劲的市场竞争力与业务增长势头。此次出货量的大幅提升,为公 司后续业绩增长奠定了坚实基础。 除出货量公告外,公司同步发布2024年年报更新公告,对其中涉及的薪酬披露内容进行澄清与补充,具体更新内容包括三方 面: 高级管理层成员(除董事外)薪酬范围:2024年度该群体薪酬范围分为四档,分别为港币25.1万-30万元、1150.1万-1200万元、 1250.1万-1300万元 ...
停止运营且资不抵债,金杯汽车拟1元处置不良资产
Ju Chao Zi Xun· 2025-10-16 03:40
自2021年末起,铁岭华晨橡塑逐步收缩运营,2023年9月退出外销主机厂业务,2024年12月31日起终止全部生产经营活动。财务数据 显示,截至2025年7月31日,该公司资产总额1332.81万元,负债总额13914.65万元,净资产为-12581.84万元;2025年1-7月实现营业收 入193.56万元,净利润-341.81万元,已处于资不抵债状态且扭亏无望。为避免国有资产流失,保障自身稳定经营及长远发展,金杯汽 车决定出售该部分股权。 交易背景:标的公司资不抵债扭亏无望 本次股权转让源于铁岭华晨橡塑的经营困境。该公司主营业务为橡胶、塑料及复合材料制品等汽车零部件的生产销售,其80%的产品 供应给华晨中华汽车有限公司与华晨雷诺金杯汽车有限公司。受两大核心客户破产停产影响,铁岭华晨橡塑陷入巨额经营债务,不仅 被下游供应商频繁起诉,部分大型生产设备遭法院拍卖,银行账号也被全部冻结。 10月15日,金杯汽车股份有限公司(证券代码:600609,证券简称:金杯汽车)发布公告,宣布拟通过公开挂牌方式转让子公司沈阳 金晨汽车技术开发有限公司持有的铁岭华晨橡塑制品有限公司(以下简称"铁岭华晨橡塑")95%股权。鉴于标 ...
聚灿光电Q3营收9.05亿元,同比增长31.5%
Ju Chao Zi Xun· 2025-10-16 03:40
| | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入(元) | 905.438.610.54 | 31.50% | 2.499.476.787.20 | 23.59% | | 归属于上市公司股东的 | 56.051.427.73 | 20.58% | 173.020.294.26 | 8.43% | | 净利润(元) | | | | | | 归属于上市公司股东的 扣除非经常性损益的净 | 54.959.589.63 | 20.61% | 168.712.055.65 | 11.89% | | 利润(元) | | | | | | 经营活动产生的现金流 | | | 552.562.477.94 | 9.84% | | 量净额(元) | | | | | | 基本每股收益(元/股) | 0.07 | 0.00 | 0.24 | -0.01 | | 稀释每股收益(元/股) | 0.07 | 0.00 | 0.24 | -0.01 | | 加权平均净资产收益率 | 2 ...
海光信息Q3实现营收40.26亿元,同比增长69.60%
Ju Chao Zi Xun· 2025-10-16 03:33
10月15日,海光信息技术股份有限公司(证券代码:688041,证券简称:海光信息)发布2025年第三季度报 告。报告显示,公司当期经营业绩保持高速增长态势,营收、利润等核心财务指标均实现显著提升,同时研 发投入持续增加,市场竞争力进一步增强。 报告期内,公司整体经营成果丰硕。年初至报告期末,实现营业收入94.90亿元,较上年同期的61.37亿元增长 54.65%;实现利润总额28.39亿元,同比增长31.52%;归属于上市公司股东的净利润19.61亿元,同比增长 28.56%;扣除非经常性损益后的归属于上市公司股东的净利润18.17亿元,同比增长23.18%。基本每股收益达 0.85元,较上年同期的0.66元增长28.79%;加权平均净资产收益率为9.30%,较上年同期提升1.42个百分点。 单季度表现同样强劲,Q3公司实现营业收入40.26亿元,同比增长69.60%;归属于上市公司股东的净利润7.60 亿元,同比增长13.04%;扣除非经常性损益后的归属于上市公司股东的净利润7.27亿元,同比增长10.56%, 盈利能力稳步提升。截至报告期末,公司总资产达331.82亿元,较上年度末增长16.18%;归属 ...
光华科技Q3营收7.62亿元,净利润同比增长962.19%
Ju Chao Zi Xun· 2025-10-16 03:25
业绩增长的背后,是公司营业收入的稳步提升与产品结构的持续优化,综合毛利率得到有效提高。同时,投资收益的 大幅增加成为重要助力,报告期内公司实现投资收益318.62万元,较上年同期的-37.66万元增长946.08%,主要得益于募 其中,第三季度营收为7.62亿元,同比增长14.99%;归母净利润为3412.57万元,同比增长962.19%;扣非净利润为 3330.28万元,同比增长1009.97%。 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入(元) | 762, 326, 255, 13 | 14. 99% | 2.044. 335. 743. 70 | 11. 50% | | 归属于上市公司股东 | 34, 125, 658, 50 | 962. 19% | 90,393,383.98 | 1,233.70% | | 的净利润(元) | | | | | | 归属于上市公司股东 的扣除非经常性损益 | 33, 302, 846. 72 | 1.0 ...
当升科技与博苑股份达成战略合作,共推固态锂电材料发展
Ju Chao Zi Xun· 2025-10-16 03:19
Core Viewpoint - The strategic cooperation agreement between Beijing Dangsheng Technology Co., Ltd. and Shandong Boyuan Pharmaceutical Chemical Co., Ltd. aims to accelerate the industrial application and market development of high-performance solid-state electrolytes in the solid-state lithium battery materials sector [3][4]. Group 1: Strategic Cooperation Framework - The agreement establishes a long-term, comprehensive, and stable strategic partnership covering technology development, product supply, market promotion, and equity investment [3]. - Both companies will leverage their respective strengths: Dangsheng's expertise in sulfide electrolyte scale preparation and customer channels, and Boyuan's leading position in high-purity lithium iodide processes and industrialization capabilities [3][4]. Group 2: Product Supply and Supply Chain - A stable supply relationship will be established, with Dangsheng prioritizing procurement of lithium iodide and lithium sulfide from Boyuan under equal market conditions [3][4]. - Boyuan will act as a strategic supplier for Dangsheng, providing high-purity and high-performance lithium iodide and lithium sulfide products [3][4]. Group 3: Market Promotion and Global Reach - The companies will utilize their global market channels and brand influence to promote solid-state battery key materials, aiming for mutual benefits [4]. - They plan to collaborate in exploring equity investment opportunities to deepen resource integration and long-term binding [4]. Group 4: Industry Impact and Future Applications - The collaboration is expected to enhance Dangsheng's product performance and industrialization capabilities in solid-state lithium battery materials, creating a competitive supply chain [4][5]. - It will also facilitate the application of Dangsheng's products in emerging markets such as drones, eVTOLs, and humanoid robots, thereby improving the company's overall competitive advantage [4][5].
东安动力Q3斩获 5 项新市场定点协议,新能源项目成亮点
Ju Chao Zi Xun· 2025-10-16 03:19
10月16日,哈尔滨东安汽车动力股份有限公司(简称"东安动力")发布关于2025年三季度获取定点协议的公告。公告显示,2025年三季度,东安动力新市场 开发共获取5家企业(基于保密协议约定,客户名称不便披露)的5项新市场《定点协议》,其中全新开发客户3家。 不过,东安动力也提醒投资者,虽然签约方具备一定的履约能力,但项目的进展仍存在不确定性。 此次新市场定点协议的获取,进一步巩固了东安动力在传统动力、新能源增程、AT等领域的市场地位,对公司发展具有重要意义。上述项目预计对公司未 来年度的营业收入和经营效益产生积极影响。 此次获取的5项新市场《定点协议》预计生命周期为5-10年,总销量预计100万台,其中涉及新能源新市场项目2项,规划销量预计80万台。东安动力将严格 按照双方约定的协议、新市场项目进度,完成产品搭载、产品供应等工作。 ...
京东集团加码汽车产业链布局,与宁德时代、长安汽车达成战略合作
Ju Chao Zi Xun· 2025-10-16 02:52
Group 1 - JD Group has signed strategic cooperation agreements with CATL and Changan Automobile to promote green low-carbon and digital transformation in the supply chain [2] - The collaboration with CATL focuses on leveraging JD's strengths in digital supply chain and omnichannel services, aiming for sustainable development and cost efficiency in supply chain operations [2] - JD and CATL will work together on expanding the new energy vehicle charging ecosystem and building a battery aftermarket channel network, utilizing JD's nationwide service network [2] Group 2 - The partnership with Changan Automobile builds on a solid foundation of collaboration in user marketing, after-sales service, and inventory management, aiming to enhance cost efficiency [3] - During the 2024 JD 11.11 event, JD and Changan will jointly launch new vehicles to provide consumers with cost-effective automotive experiences [3] - The collaboration includes the completion of the Changan Automobile Smart Interaction Center project, enhancing customer service systems and extending cooperation into AI fields [3] Group 3 - The comprehensive strategic partnership will enable JD and Changan to deepen cooperation across various domains, including marketing for passenger cars, motorcycles, and vehicle ecosystem products [4] - Both companies will explore the development of smart logistics vehicles and collaborate on designing and producing new energy autonomous vehicles [4] - The partnership aims to create a modular automotive supply chain logistics solution, enhancing Changan's digital transformation in marketing management and offline service network [4]
苹果首席运营官Sabih Khan到访蓝思精密泰州工厂
Ju Chao Zi Xun· 2025-10-15 08:49
Core Insights - The visit of Apple's COO Sabih Khan to Lens Technology in Taizhou, Jiangsu, highlights the long-term partnership and collaboration between the two companies in the context of ongoing innovation in the global consumer electronics industry [1][3]. Group 1: Company Overview - Lens Technology has been an Apple supplier since 2006, focusing on advanced glass cover processing technology to drive product innovation [3]. - The company's operations now encompass multiple core product lines for Apple, including iPhone, Apple Watch, Mac, and Apple Vision Pro, making it an essential part of Apple's global supply chain [3]. Group 2: Manufacturing Process - During the factory tour, Sabih Khan observed the complete manufacturing process of the iPhone 17 and iPhone 17 Pro frames, showcasing the transformation from raw materials to complex, high-quality components [3]. - The production facility features highly automated processes, including mobile robots for material handling, a seamless assembly line with over 40 automated steps, and advanced appearance inspection equipment to ensure product consistency and flexibility [3][4]. Group 3: Strategic Collaboration - Lens Technology's Chairman, Zhou Qunfei, emphasized the company's commitment to innovation in technology and materials, which has been supported by its collaboration with Apple over the past 19 years [4]. - The partnership has focused on refining manufacturing processes to meet future product demands, establishing a solid foundation for ongoing collaboration [4]. - The visit signifies not only validation of Lens Technology's production capabilities but also indicates potential for broader cooperation in future product development and technological innovation [4].