Core Viewpoint - Jinhaitong reported a significant increase in net profit and revenue for the third quarter, driven by the recovery in demand for semiconductor packaging and testing equipment, particularly in the sales of testing sorting machines [1] Financial Performance - The company's revenue for the third quarter reached 174 million, representing a year-on-year increase of 137.97% [1] - Net profit for the third quarter was 48.98 million, showing a remarkable year-on-year growth of 832.58% [1] - For the first three quarters, total revenue amounted to 482 million, reflecting a year-on-year increase of 87.88% [1] - Net profit for the first three quarters was 125 million, which is a year-on-year increase of 178.18% [1] Industry Impact - The growth in performance is primarily attributed to the recovery in the semiconductor packaging and testing equipment sector, indicating a positive trend in industry demand [1] - The increase in sales of testing sorting machines has been a significant contributor to the company's revenue growth [1]

Financial Performance - The company's operating revenue for the third quarter reached ¥174,179,734.83, representing a year-on-year increase of 137.97%[4] - The total profit for the third quarter was ¥52,763,038.66, showing a significant increase of 938.20% compared to the same period last year[4] - The net profit attributable to shareholders for the third quarter was ¥48,975,719.98, reflecting an increase of 832.58% year-on-year[4] - The basic earnings per share for the third quarter was ¥0.84, an increase of 833.33% year-on-year[5] - Net profit for the first three quarters of 2025 was CNY 124,981,258.66, up 178.5% from CNY 44,928,436.69 in the first three quarters of 2024[20] - Operating profit for the first three quarters of 2025 was CNY 138,613,178.24, compared to CNY 48,330,760.69 in the same period of 2024, reflecting a growth of 186.5%[20] - Total comprehensive income for the first three quarters of 2025 was CNY 124,845,569.96, compared to CNY 46,577,268.09 in 2024, an increase of 168.5%[21] Cash Flow - The net cash flow from operating activities for the third quarter was ¥33,374,315.90, up by 33.07% compared to the previous year[4] - The company reported a significant increase in cash flow due to higher cash receipts from sales[10] - Cash inflow from operating activities was CNY 424,810,549.59 for the first three quarters of 2025, compared to CNY 277,879,872.11 in 2024, an increase of 53.0%[21] - The net cash flow from operating activities was $49,951,017.31, compared to $22,430,035.47 in the previous period, indicating a significant increase[22]. - The net cash flow from financing activities was $40,171,806.84, a recovery from a negative $127,156,716.03 in the previous period, indicating better debt management[22]. Assets and Liabilities - The total assets at the end of the reporting period were ¥1,956,339,682.82, a growth of 22.38% compared to the end of the previous year[5] - The company's current assets totaled RMB 1,419,741,300.43, compared to RMB 1,214,581,376.22 in the previous year, indicating a year-over-year increase of about 16.9%[15] - The company's non-current assets totaled RMB 536,598,382.39, up from RMB 383,984,231.81, reflecting a growth of about 40%[15] - Total liabilities increased to CNY 417,136,710.46 in 2025 from CNY 282,332,848.62 in 2024, marking a rise of 47.6%[19] - The total equity attributable to shareholders reached CNY 1,539,202,972.36, up from CNY 1,316,232,759.41, indicating a growth of 16.9%[19] Inventory and Receivables - Accounts receivable rose significantly to RMB 465,963,457.78, up from RMB 342,225,527.23, marking an increase of around 36.2%[14] - Inventory increased to RMB 370,904,357.07 from RMB 292,862,984.29, which is a growth of approximately 26.6%[14] Research and Development - Research and development expenses for the first three quarters of 2025 were CNY 35,650,324.42, up from CNY 30,645,299.63 in 2024, reflecting an increase of 16.5%[19] Market and Operational Insights - The company attributed the revenue growth to increased demand in the semiconductor packaging and testing equipment sector, particularly in the sales of testing sorting machines[9] - There are no new product launches or technological advancements mentioned in the current report[14] Accounting and Reporting Changes - The company is set to implement new accounting standards starting in 2025, which may affect future financial reporting[23]

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 6 日（星期四）下午 15:00-16:00 证券代码：603061 证券简称：金海通 公告编号：2025-057 天津金海通半导体设备股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频录播和网络互动 投资者可于 2025 年 10 月 30 日（星期四）至 11 月 5 日（星期三）16:00 前登录上证路演中心网站首页点击"预征集问答"栏目或通过天津金海通半 导体设备股份有限公司（以下简称"公司"）邮箱 jhtdesign@jht-design.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 公司已于 2025 年 10 月 29 日（星期三）发布公司 2025 年第三季度报告，为 便于广大投资者更全面深入 ...

单位：元 | 序号 | 项目 | 2025年1-9月 计提减值准备金额 | 备注 | | --- | --- | --- | --- | | 1 | 信用减值准备 | 23,481,978.15 | 应收票据坏账准备、应收账款坏账准备 、其他应收款坏账准备 | | 2 | 资产减值准备 | 2,670,716.20 | 存货跌价准备、合同资产减值准备 | | | 合计 | 26,152,694.35 | | 二、计提信用减值准备及资产减值准备的依据及说明 证券代码：603061 证券简称：金海通 公告编号：2025-056 天津金海通半导体设备股份有限公司 关于2025年1-9月计提信用及资产减值准备的公告 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。 天津金海通半导体设备股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第二届董事会审计委员会第十三次会议、于 2025 年 10 月 28 日召开 第二届董事会第十八次会议、第二届监事会第十五次会议，审议通过了《关于 2025 年 1-9 月计提信用及资 ...

金海通公告，2025年第三季度营收为1.74亿元，同比增长137.97%；净利润为4897.57万元，同比增长 832.58%。前三季度营收为4.82亿元，同比增长87.88%；净利润为1.25亿元，同比增长178.18%。 ...

Group 1 - The semiconductor equipment ETF (561980) has seen a significant increase, rising by 3.26% with a trading volume of 252 million as of 13:50 [1] - Notable gains in constituent stocks include a more than 16% increase in the photoresist stock Jingrui Electric Materials, over 7% in Aisen Co. and Jinhaitong, and a 6.06% rise in Nanda Optoelectronics [1] - Equipment manufacturers such as Tuojing Technology rose over 8%, while Zhongke Feicai and Zhongwei Company increased by over 4%, and Beifang Huachuang rose by 3.42% [1] Group 2 - A significant breakthrough has been achieved in China's photoresist field, with a team from Peking University using cryo-electron tomography to analyze the micro three-dimensional structure of photoresist molecules in liquid phase, leading to a new industrialization scheme that significantly reduces photoresist defects [3] - Semiconductor materials are essential in the manufacturing of integrated circuits, discrete devices, sensors, and optoelectronic devices, forming the basis of semiconductor manufacturing processes [3] - According to TECHCET data, the semiconductor manufacturing materials market is expected to grow nearly 8% year-on-year by 2025, with an annual compound growth rate (CAGR) of 5.6% from 2023 to 2028, potentially exceeding 84 billion by 2028 [3] - The semiconductor equipment ETF (561980) tracks the CSI semiconductor index, with approximately 70% weight in "semiconductor equipment + materials," and has reported a net value growth rate of 61.46% over the past six months and 89.26% over the past year [3]

格隆汇10月27日｜A股市场半导体设备股走强，其中，拓荆科技涨10%创历史新高，金海通涨超8%，富 创精密涨超6%，中微公司涨超5%，中科飞测涨超4%。近日，SEMI在《全球半导体设备市场报告》中 宣布，2025年第二季度全球半导体设备出货金额达到330.7亿美元，同比增长24%。 ...

Group 1 - The core point of the news is the performance and financial metrics of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw a stock price increase of 5.34% to 141.58 CNY per share, with a total market capitalization of 8.495 billion CNY [1] - The company specializes in the research, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the report, the trading volume was 21 million CNY, with a turnover rate of 3.63% [1] Group 2 - From the perspective of fund holdings, Southern Fund has a significant position in Jinhaitong, with its Southern Semiconductor Industry Stock Initiation A fund holding 39,900 shares, accounting for 4.97% of the fund's net value, ranking as the ninth largest holding [2] - The fund has achieved a year-to-date return of 60.42%, ranking 302 out of 4,219 in its category, and a one-year return of 72.75%, ranking 111 out of 3,877 [2] - The fund manager, Zheng Xiaoxi, has been in position for 6 years and 133 days, with the fund's total asset size at 5.844 billion CNY [3]

Core Insights - The semiconductor sector experienced a decline of 0.9% on October 23, with Dazhi Semiconductor leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Semiconductor Sector Performance - Notable gainers included: - Xidian Co., Ltd. (301629) with a closing price of 214.12, up 13.09% and a trading volume of 37,700 [1] - Jiangbolong (301308) closed at 190.19, up 5.12% with a trading volume of 213,000 [1] - Pudian Co., Ltd. (688766) closed at 119.06, up 4.44% with a trading volume of 85,400 [1] - Major decliners included: - Dazhi Semiconductor (688691) closed at 134.00, down 11.41% with a trading volume of 116,800 [2] - Jinhaitong (603061) closed at 132.20, down 5.10% with a trading volume of 16,800 [2] - Tailin Micro (688591) closed at 47.01, down 4.70% with a trading volume of 115,900 [2] Capital Flow Analysis - The semiconductor sector saw a net outflow of 2.971 billion yuan from institutional investors, while retail investors contributed a net inflow of 2.597 billion yuan [2][3] - Notable capital flows included: - Demingli (001309) with a net inflow of 631 million yuan from institutional investors [3] - Jiangbolong (301308) had a net inflow of 263 million yuan from institutional investors [3] - Zhongke Lanyun (688332) experienced a net inflow of 56.43 million yuan from institutional investors [3]

Group 1 - The core point of the news is the performance of Tianjin Jinhaitong Semiconductor Equipment Co., Ltd., which saw a decline of 5.02% in its stock price, reaching 132.32 CNY per share, with a total market capitalization of 7.939 billion CNY [1] - The company specializes in the research, development, production, and sales of semiconductor chip testing equipment, with its main revenue sources being testing sorting machines (86.69%), spare parts (12.43%), and others (0.88%) [1] - As of the latest report, the trading volume was 158 million CNY, with a turnover rate of 2.81% [1] Group 2 - From the perspective of fund holdings, Beixin Ruifeng Fund has one fund heavily invested in Jinhaitong, specifically the Beixin Ruifeng Quantitative Optimal Flexible Allocation Fund (007808), which held 2,000 shares, accounting for 1.51% of the fund's net value [2] - The fund has experienced a year-to-date return of 54.55%, ranking 576 out of 8,159 in its category, and a one-year return of 50.81%, ranking 691 out of 8,030 [2] - The fund manager, Cheng Min, has been in the position for over 7 years, with the fund's total asset size at 79.545 million CNY and a best return of 108.13% during the tenure [3]