唐山三孚硅业股份有限公司 2025 年第三季度报告 证券代码：603938 证券简称：三孚股份 唐山三孚硅业股份有限公司 2025 年第三季度报告 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： 公司董事会、监事会及董事、监事、高级管理人员保证季度报告内容的真实、准确、完整，不存 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 539,849,977.57 | 23.52 | 1 ...

Core Viewpoint - Sanfu Co., Ltd. reported significant growth in both revenue and net profit for the third quarter of 2025, indicating strong operational performance and positive financial trends [1] Financial Performance - In Q3 2025, the company achieved a revenue of 540 million yuan, representing a year-on-year increase of 23.52% [1] - The net profit attributable to shareholders for Q3 2025 was 25.68 million yuan, showing a substantial year-on-year growth of 162.25% [1] - Basic earnings per share for Q3 2025 stood at 0.07 yuan [1] Year-to-Date Performance - For the first three quarters of 2025, the company reported a total revenue of 1.548 billion yuan, which is a year-on-year increase of 15.20% [1] - The net profit attributable to shareholders for the first three quarters was 64.14 million yuan, reflecting a year-on-year growth of 26.92% [1] - Basic earnings per share for the first three quarters was recorded at 0.17 yuan [1]

Core Viewpoint - Sanfu Co., Ltd. reported strong financial performance in Q3, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - Q3 revenue reached 540 million yuan, representing a year-on-year increase of 23.52% [1] - Q3 net profit was 25.68 million yuan, showing a remarkable year-on-year growth of 162.25% [1] - For the first three quarters, total revenue amounted to 1.548 billion yuan, reflecting a year-on-year growth of 15.20% [1] - Net profit for the first three quarters was 64.14 million yuan, which is a year-on-year increase of 26.92% [1]

Core Viewpoint - The high-profile stocks are experiencing significant adjustments, with multiple companies hitting their daily limit down, indicating a bearish trend in the market [1] Group 1: Stock Performance - Shangshi Development (上实发展) dropped to 6.96, down 9.96% [2] - Construction Machinery (建设机械) fell to 4.14, down 10.00% [2] - Huajian Group (花蓮集团) decreased to 33.16, down 9.99% [2] - Ruineng Technology (睿能科技) declined to 21.09, down 9.99% [2] - Lanfeng Biochemical (蓝丰生化) fell to 8.81, down 9.64% [2] - Sanfu Shares (三孚股份) dropped to 17.75, down 9.90% [2] - Hefei Urban Construction (合肥城建) decreased to 13.97, down 9.23% [2] - Seagull Construction (海鸥住工) fell to 4.46, down 8.98% [2] - Yuanda Holdings (远大控股) dropped to 8.82, down 8.70% [2] Group 2: Market Trends - The overall market sentiment is negative, with several stocks experiencing declines of over 9% [1] - The trend indicates a potential shift in investor confidence, leading to increased selling pressure across multiple sectors [1]

Group 1 - A-share market shows continued adjustment in high-profile stocks during the afternoon session, with companies such as Shangshi Development and Construction Machinery hitting the daily limit down [1] - Previous declines were noted in Huajian Group and Ruineng Technology, with other companies like Lanfeng Biochemical, Sanfu Co., Hefei Urban Construction, Haiou Zhugong, and Yuanda Holdings also experiencing declines [1] Group 2 - MACD golden cross signal has formed, indicating a positive trend for certain stocks [2]

Core Viewpoint - The article highlights a significant decline in high-profile stocks, with multiple companies experiencing sharp drops in their stock prices, indicating a potential market correction or negative sentiment in the sector [1]. Group 1: Stock Performance - Shanghai Shimao Development (上实发展) saw a decrease of 9.96%, closing at 6.96 [2] - Construction Machinery (建设机械) dropped by 10.00%, ending at 4.14 [2] - Tianjin Group (天津集团) fell by 9.99%, with a closing price of 33.16 [2] - RuiNeng Technology (睿能科技) experienced a decline of 9.99%, closing at 21.09 [2] - Bluefeng Biochemical (蓝丰生化) decreased by 9.64%, closing at 8.81 [2] - Sanfu Shares (三孚股份) dropped by 9.90%, ending at 17.75 [2] - Hefei Urban Construction (合肥城建) fell by 9.23%, closing at 13.97 [2] - Sea Eagle Construction (海鸥住工) decreased by 8.98%, closing at 4.46 [2] - Yuanda Holdings (远大控股) saw a decline of 8.70%, ending at 8.82 [2]

Group 1 - Sanfu Co., Ltd. (603938.SH) reported that the revenue from storage chips accounts for less than 1% of its total operating income [1] - Ningde Times (300750.SZ) achieved a net profit of 18.549 billion yuan in the third quarter, representing a year-on-year growth of 41.21% [1] - China Shipbuilding (600150.SH) expects a year-on-year increase of 104.30% in net profit for the first three quarters, reaching 12.639 billion yuan [2] - iFlytek (002230.SZ) reported a year-on-year growth of 202.4% in net profit for the third quarter [2] Group 2 - Yucai Resources (002998.SZ) plans to invest 150 million yuan in the construction of a composite new materials production base project [1] - Dashi Intelligent (002421.SZ) won a smart transportation project contract worth 96 million yuan [1] - GQY Vision (300076.SZ) is acquiring 70% of Taihen Optoelectronics [1] - Dongtu Technology (300353.SZ) intends to purchase 100% of Gaoweike's equity and raise matching funds, leading to a stock suspension [1] - Changhong Huayi (000404.SZ) has repurchased 1.03% of its shares [1] - Junsheng Electronics (600699.SH) has a subsidiary that recently secured a project for automotive intelligent electrification [2] - Jinxinno (300252.SZ) plans to raise no more than 292 million yuan through a private placement for the expansion of data center high-speed interconnection products [2]

Group 1 - The storage chip sector experienced a decline, with multiple stocks opening lower, including Sanfu Co., which fell nearly 7% [1] - Yunhan Chip City saw a drop of over 6%, while other companies like Shannon Chip and Tongyou Technology also followed the downward trend [1]

Core Viewpoint - Sanfu Co., Ltd. (603938) experienced a significant drop in stock price, reaching the daily limit down, with a trading volume of 10.64 billion yuan and a turnover rate of 13.98% [1][2] Trading Activity - The stock was listed on the Shanghai Stock Exchange due to a daily decline of -11.36%, with net purchases from the Shanghai-Hong Kong Stock Connect amounting to 19.81 million yuan [2] - The top five trading departments recorded a total transaction of 189 million yuan, with buying transactions amounting to 73.77 million yuan and selling transactions totaling 116 million yuan, resulting in a net sell of 41.81 million yuan [2] - The main capital outflow for the stock today was 190 million yuan, with large orders contributing to a net outflow of 128 million yuan and a net outflow of 62.40 million yuan from big orders [2] Financing and Margin Data - As of October 20, the stock's margin trading balance was 124 million yuan, with a financing balance of 123 million yuan and a margin balance of 372,600 yuan [2] - Over the past five days, the financing balance increased by 29.42 million yuan, representing a growth of 31.37%, while the margin balance rose by 27,880 yuan, showing a significant increase of 297.10% [2] Financial Performance - According to the semi-annual report released on August 21, the company achieved a revenue of 1.008 billion yuan in the first half of the year, reflecting a year-on-year growth of 11.18%, while the net profit was 38.46 million yuan, indicating a decline of 5.60% compared to the previous year [2]

Core Viewpoint - Sanfu Co., Ltd. (603938.SH) experienced a decline of 7.5% after four consecutive days of trading limit increases, with its stock price falling below the 20 yuan mark and a total market value of 7.534 billion yuan [1] Company Overview - Sanfu Co., Ltd. primarily produces trichlorosilane, silicon tetrachloride, high-purity silicon tetrachloride, silane coupling agents, potassium hydroxide, potassium sulfate, electronic special gases, and vapor-phase silica [1] - The company's products are widely used in various sectors, including photovoltaic, optical fiber, fine chemicals, fertilizers, and electronic chips [1] Financial Impact - Revenue from storage chips accounts for less than 1% of the company's total operating income, indicating that it will not have a significant impact on the company's overall performance [1]