证券代码：688012 证券简称：中微公司 公告编号：2025-065 中微半导体设备（上海）股份有限公司 关于回购股份集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 回购股份的基本情况 中微半导体设备（上海）股份有限公司（以下简称"公司"或"中微公司"） 于 2024 年 2 月 8 日至 2024 年 4 月 30 日期间累计回购公司股份 2,096,273 股，占公司目前总股本的 0.33%。前述回购的股份用于维护公司价值及股 东权益，将在披露回购结果暨股份变动公告 12 个月后采用集中竞价交易方 式出售。公司如未能在股份回购实施完成之后 3 年内实施前述用途，尚未 出售的已回购股份将予以注销。截至本公告披露日，公司尚未减持或转让 前述股份。 减持计划的主要内容 公司于 2025 年 10 月 29 日召开第三届董事会第七次会议，审议通过《关于 回购股份集中竞价减持计划的议案》。根据《上海证券交易所上市公司自律 监管指引第 7 号——回购股份》的规定以及公司于 2 ...

Core Insights - Company reported Q3 revenue of 3.10 billion yuan, a year-on-year increase of 50.62%, and net profit of 505 million yuan, up 27.5% year-on-year [1][3] - The growth was driven by robust performance in core etching equipment and explosive growth in thin film equipment revenue, which reached 403 million yuan, a staggering increase of 1332.69% year-on-year [1][3] Financial Performance - For the first three quarters of 2025, total revenue reached 8.06 billion yuan, a 46.40% increase compared to the same period last year [2][3] - The total profit for the period was 1.23 billion yuan, reflecting a 29.65% increase year-on-year [2] - The net profit attributable to shareholders was 1.21 billion yuan, up 32.66% year-on-year [2][4] - Basic earnings per share were 0.81 yuan, a 26.56% increase, while diluted earnings per share were 0.80 yuan, up 26.98% [2] Research and Development - R&D expenditure for the first three quarters reached 2.52 billion yuan, a 63.44% increase, with R&D spending accounting for 31.29% of total revenue [3][4] - The company emphasized the need for increased R&D investment to meet the surging market demand for new equipment [3] Product Development and Market Position - Significant advancements were made in key processes for advanced logic and memory device manufacturing, with notable increases in the shipment of high-end products [4][5] - The company is set to launch next-generation etching equipment, with development cycles reduced from three to five years to two years or less [5] Share Buyback and Stock Reduction - The company announced plans to reduce its holdings by up to 0.33% of total shares, equivalent to 209.63 million shares, to fulfill the purposes outlined in the share buyback report [5][6]

Core Insights - The company reported a revenue of 8.063 billion yuan for the first three quarters of 2025, representing a year-on-year growth of approximately 46.40% [1][2] - The net profit for the same period was 1.211 billion yuan, an increase of about 32.66% compared to the previous year [1][2] Revenue Breakdown - The revenue from etching equipment reached 6.101 billion yuan, showing a year-on-year increase of approximately 38.26% [1] - Revenue from LPCVD and ALD thin film equipment surged to 403 million yuan, marking a significant year-on-year growth of approximately 1332.69% [1] Profitability Metrics - The total profit for the first three quarters was approximately 1.227 billion yuan, reflecting a year-on-year increase of about 29.65% [2] - The basic earnings per share were 1.94 yuan, up by 31.08% year-on-year [2] Research and Development - Total R&D expenditure amounted to approximately 2.523 billion yuan, which is a year-on-year increase of 63.44% [2] - R&D expenses accounted for 31.29% of total revenue, an increase of 3.26 percentage points compared to the previous year [2] Share Buyback and Reduction - The company announced a plan to reduce its holdings by up to 0.33% of its total shares, equating to 2.0963 million shares, from November 20, 2025, to February 19, 2026 [3] - The purpose of the reduction is to fulfill the subsequent disposal of repurchased shares and to supplement the company's working capital [3]

Core Viewpoint - The company plans to reduce its repurchased shares by up to 2,096,273 shares, representing 0.33% of its total share capital, within three months after the announcement, as part of the agreed purposes outlined in the repurchase report [1] Summary by Category - **Share Reduction Plan** - The company intends to reduce its repurchased shares through centralized bidding transactions [1] - The maximum number of shares to be reduced is 2,096,273 [1] - This reduction accounts for 0.33% of the company's total share capital [1] - **Purpose of Reduction** - The reduction is in accordance with the purposes specified in the repurchase report [1]

Financial Performance - The company's revenue for the first three quarters of 2025 reached 8.063 billion RMB, a year-on-year increase of approximately 46.40%[4] - Net profit attributable to shareholders for the first three quarters of 2025 was 1.211 billion RMB, reflecting a growth of about 32.66% compared to the same period last year[4] - The company's revenue for Q3 2025 reached 3.102 billion CNY, representing a year-over-year growth of 50.62%[15] - For the first three quarters of 2025, the total revenue was 8.063 billion CNY, an increase of 46.40% compared to the same period last year[15] - The net profit attributable to shareholders for the first three quarters of 2025 was 1.211 billion CNY, reflecting a growth of approximately 32.66% year-over-year[15] - Net profit for the first three quarters of 2025 was ¥1,180,764,123.83, representing a 29.4% increase from ¥912,184,138.09 in 2024[26] - The total comprehensive income for the period reached ¥1,188,051,875.97, compared to ¥912,631,944.88 in the previous period, reflecting a significant increase[27] Research and Development - Research and development (R&D) expenses for the first three quarters of 2025 amounted to 2.523 billion RMB, an increase of approximately 63.44%, representing about 31.29% of the company's revenue[4] - The company is currently developing over 20 new devices across six categories, indicating a strong focus on R&D[16] - The company has accelerated the development of new products, reducing the typical development time from three to five years to two years or less[9] - Research and development expenses surged to ¥1,794,094,679.65 in the first three quarters of 2025, more than doubling from ¥913,942,970.40 in 2024[25] Assets and Liabilities - Total assets at the end of the reporting period were approximately 29.787 billion RMB, reflecting a year-on-year increase of 13.61%[6] - As of September 30, 2025, the total assets of the company reached approximately RMB 29.79 billion, an increase from RMB 26.22 billion as of December 31, 2024, representing a growth of about 9.8%[20] - The company's current assets totaled approximately RMB 19.62 billion, up from RMB 17.90 billion, indicating a growth of around 9.7%[21] - The company's non-current assets totaled approximately RMB 10.16 billion, up from RMB 8.32 billion, which is an increase of around 22.2%[21] - The total liabilities of the company were not explicitly stated, but accounts payable increased to approximately RMB 2.11 billion from RMB 1.68 billion, a rise of about 25.5%[21] - The company's total liabilities increased to ¥8,346,143,175.73, compared to ¥6,482,002,827.11 in the previous year, reflecting a growth of 28.8%[22] Cash Flow - The net cash flow from operating activities for the first three quarters of 2025 was 1.298 billion CNY, showing a significant increase of 385.23% year-over-year[15] - Net cash flow from operating activities was ¥1,298,309,239.31, a substantial increase from ¥267,567,582.39 in the same period last year[28] - Cash and cash equivalents at the end of the period totaled ¥5,781,210,113.96, an increase from ¥4,559,307,292.75 at the end of the previous year[28] - The company reported a net increase in cash and cash equivalents of ¥125,837,361.56, contrasting with a significant increase of ¥1,020,848,771.43 in the previous year[28] Market and Strategic Initiatives - The company has been focusing on expanding its market presence and developing new technologies, although specific figures were not provided in the documents[19] - The company is actively exploring strategic partnerships and potential acquisitions to enhance its competitive edge in the semiconductor industry[19] - The company reported a significant increase in investment income, which reached ¥68,539,990.18, compared to ¥23,778,931.15 in the previous year[26] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 60,782[17] - The largest shareholder, Shanghai Venture Capital Co., Ltd., holds 93,483,533 shares, accounting for 14.93% of the total shares[17] Other Financial Metrics - Basic earnings per share for the first three quarters of 2025 rose to 3.108 CNY due to the increase in net profit[16] - Diluted earnings per share for the first three quarters of 2025 reached 3.151 CNY[16] - Basic earnings per share increased to ¥1.94 from ¥1.48, while diluted earnings per share rose to ¥1.92 from ¥1.46[27] - Other comprehensive income after tax for the first three quarters of 2025 was ¥7,287,752.14, compared to ¥447,806.79 in 2024, indicating a substantial improvement[26]

Core Insights - The company reported a revenue of 8.063 billion yuan for the first three quarters, representing a year-on-year growth of approximately 46.40% [1] - The revenue from etching equipment reached 6.101 billion yuan, with a year-on-year increase of about 38.26% [1] - Revenue from LPCVD and ALD thin film equipment was 403 million yuan, showing a significant year-on-year growth of approximately 1332.69% [1] - The net profit for the first three quarters was 1.211 billion yuan, reflecting a year-on-year increase of about 32.66% [1]

Summary of Key Points Core Viewpoint - The company announced a share repurchase and reduction plan, indicating a strategy to maintain company value and shareholder rights while managing its capital structure [1] Repurchase Situation - The company repurchased a total of 2,096,273 shares from February 8 to April 30, 2024, which represents 0.33% of the total share capital [1] Reduction Plan - The company plans to reduce up to 2,096,273 shares (0.33% of total share capital) through centralized bidding within three months after the announcement, specifically from November 20, 2025, to February 19, 2026 [1] Source of Shares - All shares for the reduction plan are held in the company's dedicated repurchase account, with no concerted actions from other parties [1] Use of Funds - Proceeds from the share reduction will be used to supplement the company's working capital for daily operations [1] Impact Explanation - The reduction will not have a significant impact on the company's operations, finances, or future development, and the repurchase account will be reduced to zero after the completion of the reduction [1]

Core Insights - The company reported a revenue of 8.063 billion yuan for the first three quarters of 2025, representing a year-on-year growth of approximately 46.40% [1] - The revenue from etching equipment reached 6.101 billion yuan, with a year-on-year increase of about 38.26% [1] - Revenue from LPCVD and ALD thin film equipment surged to 403 million yuan, marking a significant year-on-year growth of approximately 1332.69% [1] - The net profit attributable to shareholders for the first three quarters of 2025 was 1.211 billion yuan, reflecting a year-on-year increase of around 32.66% [1] - The company announced plans to reduce its holdings by selling up to 2.0963 million repurchased shares through centralized bidding, which accounts for 0.33% of the total share capital [1]

中微公司公告，第三季度营收为31.02亿元，同比增长50.62%；净利润为5.09亿元，同比增长22.73%。 前三季度营收为80.63亿元，同比增长46.40%；净利润为12.11亿元，同比增长32.66%。 ...

Group 1 - The core viewpoint of the article highlights that Zhongwei Company achieved a revenue of 8.063 billion yuan in the first three quarters, representing a year-on-year growth of approximately 46.40% [1] - The revenue from etching equipment reached 6.101 billion yuan, with a year-on-year increase of about 38.26% [1] - Revenue from LPCVD and ALD thin film equipment was 403 million yuan, showing a significant year-on-year growth of approximately 1332.69% [1] - The net profit for the first three quarters was 1.211 billion yuan, reflecting a year-on-year growth of around 32.66% [1]