Core Viewpoint - Jingfang Technology's stock has shown a positive trend with a year-to-date increase of 9.78% and a recent rise of 2.01% in a single trading day, indicating strong market interest and performance in the semiconductor packaging and testing sector [1][2]. Financial Performance - For the period from January to September 2025, Jingfang Technology achieved a revenue of 1.066 billion yuan, representing a year-on-year growth of 28.48%. The net profit attributable to shareholders was 274 million yuan, marking a significant increase of 48.40% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 496 million yuan in dividends, with 130 million yuan distributed over the last three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 147,700, up by 7.82% from the previous period. The average number of circulating shares per shareholder decreased by 7.26% to 4,416 shares [2]. - The top ten circulating shareholders include notable entities such as Dongwu Mobile Internet Mixed A and Hong Kong Central Clearing Limited, with changes in their holdings indicating active trading and potential shifts in investor sentiment [3].

Core Insights - The company reported a revenue of 1.066 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 28.48% [1] - The net profit attributable to shareholders reached 274 million yuan, showing a year-on-year increase of 48.4% [1] - The net profit excluding non-recurring items was 246 million yuan, reflecting a year-on-year growth of 57.68% [1] - The basic earnings per share stood at 0.42 yuan [1]

Core Viewpoint - Jingfang Technology (603005.SH) reported significant growth in its Q3 2025 financial results, indicating strong operational performance and profitability [1] Financial Performance - The company's operating revenue reached 399 million yuan, representing a year-on-year increase of 35.37% [1] - Net profit attributable to shareholders was 109 million yuan, reflecting a year-on-year growth of 46.37% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 94.85 million yuan, showing a year-on-year increase of 44.47% [1]

Group 1 - The core viewpoint of the article highlights the strong financial performance of Jingfang Technology in Q3 2025, with significant year-on-year growth in revenue and net profit [1] - The company's revenue for the first three quarters of 2025 reached approximately 1.066 billion yuan, representing a year-on-year increase of 28.48% [1] - The net profit attributable to shareholders was around 274 million yuan, showing a year-on-year increase of 48.4% [1] - Basic earnings per share increased to 0.42 yuan, reflecting a year-on-year growth of 50% [1] - As of the report date, Jingfang Technology's market capitalization stood at 19.8 billion yuan [1]

证券代码：603005 证券简称：晶方科技 公告编号：临2025-030 苏州晶方半导体科技股份有限公司 关于召开2025年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 04 日（星期二）11:00-12:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 三、参加人员 董事长兼总经理：王蔚 一、说明会类型 苏州晶方半导体科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 28 日在上海证券交易所网站（www.sse.com.cn）披露了《苏州晶方半导体科 技股份有限公司 2025 年第三季度报告》。为便于广大投资者更加全面深入地了 会议召开时间：2025 年 11 月 04 日（星期二）11:00-12:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 会 议 问 题 征 集 ： 投 资 者 可 于 2025 年 11 月 04 日 前 访 问 ...

Financial Performance - Revenue for Q3 2025 reached ¥398,739,144.27, an increase of 35.37% compared to the same period last year[4] - Total profit for Q3 2025 was ¥126,429,317.00, reflecting a growth of 34.59% year-over-year[4] - Net profit attributable to shareholders for Q3 2025 was ¥108,887,262.24, up 46.37% from the previous year[4] - The net profit excluding non-recurring gains and losses for Q3 2025 was ¥94,851,706.85, representing a 44.47% increase year-over-year[4] - Basic earnings per share for Q3 2025 were ¥0.17, a 54.55% increase compared to the same period last year[5] - Total operating revenue for the first three quarters of 2025 reached ¥1,065,958,346.81, a 28.5% increase from ¥829,692,948.58 in the same period of 2024[18] - Net profit for the first three quarters of 2025 was ¥270,983,990.01, representing a 45.5% increase compared to ¥186,094,501.82 in 2024[19] - Earnings per share for the first three quarters of 2025 were ¥0.42, compared to ¥0.28 in the same period of 2024[20] Assets and Liabilities - Total assets as of the end of Q3 2025 amounted to ¥5,238,645,213.64, a 10.33% increase from the end of the previous year[5] - Total current assets as of September 30, 2025, amount to ¥2,905,281,592.06, an increase from ¥2,805,655,571.02 as of December 31, 2024[15] - Total liabilities increased to ¥670,619,696.71 in 2025 from ¥440,837,142.76 in 2024, reflecting a growth of 52.1%[17] - Total current liabilities are reported at ¥566,658,876.97, compared to ¥346,802,494.65 in the previous period[16] - Total equity attributable to shareholders rose to ¥4,534,770,512.76 in 2025, up from ¥4,275,578,652.58 in 2024, marking an increase of 6.1%[17] Cash Flow - Cash flow from operating activities for the year-to-date period was ¥309,709,597.22, reflecting a 34.03% increase compared to the previous year[4] - The total cash flow from operating activities for the first three quarters of 2025 was ¥1,098,642,538.99, compared to ¥826,505,274.41 in 2024[22] - Net cash flow from operating activities amounted to ¥309,709,597.22, an increase from ¥231,069,094.33 in the previous period, reflecting a growth of approximately 34%[23] - Cash inflow from investment activities totaled ¥3,730,377,076.84, compared to ¥2,820,188,806.37 in the prior period, indicating a significant increase of about 32%[23] - Net cash flow from investment activities was negative at -¥612,046,661.34, a decline from a positive cash flow of ¥712,077,491.55 previously[24] - Cash inflow from financing activities was ¥297,411,120.00, down from ¥450,335,860.37, representing a decrease of approximately 34%[24] - The net cash flow from financing activities was positive at ¥102,054,405.30, contrasting with a negative cash flow of -¥331,414,639.23 in the previous period[24] Shareholder Information - The total number of common shareholders at the end of the reporting period is 147,658[12] - The largest shareholder, Suzhou Industrial Park Venture Capital Co., Ltd., holds 102,849,766 shares, accounting for 15.77% of total shares[12] Inventory and Production - Accounts receivable increased by 46.81% due to the growth in revenue scale[9] - Inventory levels rose by 40.96% as a result of increased production scale[9] - The company has reported a significant increase in inventory, which stands at ¥124,160,975.39, compared to ¥88,085,238.63 previously[15] Research and Development - Research and development expenses for the first three quarters of 2025 were ¥104,012,499.55, slightly down from ¥109,447,840.81 in 2024[19] Other Comprehensive Income - Other comprehensive income after tax for the first three quarters of 2025 was ¥39,788,565.04, significantly higher than ¥3,223,356.33 in 2024[20] Fixed and Non-Current Assets - The company’s fixed assets have increased to ¥1,367,684,671.47 from ¥814,528,957.92[16] - The total non-current assets amount to ¥2,333,363,621.58, up from ¥1,942,679,573.31[16] - The company has a long-term investment of ¥293,119,397.91, slightly down from ¥299,651,612.84[15]

Core Insights - The company reported a third-quarter revenue of 399 million yuan, representing a year-on-year increase of 35.37% [1] - The net profit for the third quarter was 109 million yuan, showing a year-on-year growth of 46.37% [1] - For the first three quarters, the total revenue reached 1.066 billion yuan, reflecting a year-on-year increase of 28.48% [1] - The net profit for the first three quarters amounted to 274 million yuan, with a year-on-year growth of 48.40% [1]

Core Viewpoint - The stock of Jingfang Technology has shown a positive trend with a 5.27% increase year-to-date and a 5.74% increase over the last five trading days, indicating strong market interest and performance in the semiconductor packaging and testing sector [1][2]. Financial Performance - For the first half of 2025, Jingfang Technology reported a revenue of 667 million yuan, representing a year-on-year growth of 24.68%, while the net profit attributable to shareholders was 165 million yuan, marking a significant increase of 49.78% [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 496 million yuan in dividends, with 130 million yuan distributed over the past three years [3]. Shareholder and Market Activity - As of June 30, 2025, the number of shareholders increased by 19.44% to 136,900, while the average number of circulating shares per person decreased by 16.28% to 4,762 shares [2]. - The stock's trading activity showed a net inflow of 7.04 million yuan from major funds, with significant buying and selling activity from large orders [1]. Company Overview - Jingfang Technology, established on June 10, 2005, and listed on February 10, 2014, specializes in semiconductor packaging and testing, with its main revenue sources being chip packaging and testing (72.32%) and optical devices (25.91%) [1]. - The company operates within the electronic-semiconductor-integrated circuit packaging and testing industry and is involved in various concept sectors, including optical, machine vision, TOF concepts, augmented reality, and virtual reality [1].

Core Insights - On October 22, 2023, Jingfang Technology's stock fell by 1.86%, with a trading volume of 674 million yuan, indicating a decline in investor confidence [1] - The company reported a net financing outflow of 140.39 million yuan on the same day, with a total financing balance of 1.359 billion yuan, which is high compared to historical levels [1] - For the first half of 2025, Jingfang Technology achieved a revenue of 667 million yuan, representing a year-on-year growth of 24.68%, and a net profit of 165 million yuan, up 49.78% year-on-year [2] Financing and Margin Trading - On October 22, 2023, Jingfang Technology had a financing buy-in of 70.61 million yuan and a financing repayment of 84.64 million yuan, resulting in a net financing buy-in of -14.03 million yuan [1] - The current financing balance of 1.355 billion yuan accounts for 7.05% of the company's market capitalization, which is above the 90th percentile of the past year [1] - The margin trading data shows that 6,900 shares were repaid and 1,700 shares were sold on the same day, with a margin balance of 3.90 million yuan, also above the 60th percentile of the past year [1] Shareholder Structure - As of June 30, 2025, the number of shareholders for Jingfang Technology increased by 19.44% to 136,900, while the average number of circulating shares per person decreased by 16.28% to 4,762 shares [2] - The top ten circulating shareholders include notable funds such as Dongwu Mobile Internet Mixed A and Guolian An Zhongzheng Semiconductor Products and Equipment ETF, with varying changes in their holdings [3] - New entrants among the top shareholders include Huaxia Zhongzheng 1000 ETF and Invesco Great Wall Electronic Information Industry Fund A [3]

Core Viewpoint - The A-share market has seen significant gains in semiconductor stocks, with several companies reaching their daily price limits, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Yuanjie Technology hit the 20% daily limit increase [1] - Taiji Industry and Wentai Technology both reached a 10% daily limit increase [1] - Zhongwei Semiconductor rose over 9% [1] - Canxin Technology increased over 8% [1] - Companies such as Diaomicro, Jucheng Technology, and others saw gains exceeding 7% [1] - A number of other semiconductor stocks, including Hanwha Technology and Chipone Technology, experienced increases of over 5% [1]