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海光信息(688041.SH):第三季度归母净利同比增长13.04%
Ge Long Hui A P P· 2025-10-15 10:18
格隆汇10月15日丨海光信息(688041.SH)公布第三季度业绩报告,报告期内营业总收入40.26亿元,比上年同 期增长比率为69.60%;归属于上市公司股东净利润7.60亿元,比上年同期增长比率为13.04%;归属于上市公 司股东的扣除非经常性损益的净利润7.27亿元,比上年同期增长比率为10.56%;基本每股收益0.33元/股,比 上年同期增长比率为13.79%。 ...
海光信息(688041) - 中信证券股份有限公司关于海光信息技术股份有限公司首次公开发行股票募投项目结项并将节余募集资金永久补充流动资金的核查意见
2025-10-15 10:17
中信证券股份有限公司 关于海光信息技术股份有限公司 首次公开发行股票募投项目结项 并将节余募集资金永久补充流动资金的核查意见 中信证券股份有限公司(以下简称"中信证券"或"保荐机构")作为海光 信息技术股份有限公司(以下简称"公司"、"海光信息"或"发行人")首次 公开发行股票并在科创板上市的保荐机构。根据《中华人民共和国公司法》《中 华人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科 创板股票上市规则》等有关规定,对海光信息首次公开发行股票募投项目结项并 将节余募集资金永久补充流动资金进行了专项核查,核查情况如下: 一、募集资金基本情况 根据中国证券监督管理委员会(以下简称"中国证监会")《关于同意海光 信息技术股份有限公司首次公开发行股票注册的批复》(证监许可[2022]953 号), 公司首次公开发行人民币普通股 30,000.00 万股,每股发行价格为人民币 36.00 元,募集资金总额为 1,080,000.00 万元,扣除发行费用 21,721.07 万元(不含增 值税)后,募集资金净额为 1,058,278.93 万元。上述募集资金到位情况已经立信 会计师事务所(特殊普通合伙 ...
海光信息(688041) - 海光信息技术股份有限公司关于首次公开发行股票募投项目结项并将节余募集资金永久补充流动资金的公告
2025-10-15 10:15
证券代码:688041 证券简称:海光信息 公告编号:2025-043 海光信息技术股份有限公司 关于首次公开发行股票募投项目结项 并将节余募集资金永久补充流动资金的公告 本公司董事会及全体董事保证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个别及连带责任。 重要内容提示: 海光信息技术股份有限公司(以下简称"公司")首次公开发行股票募 集资金投资项目(以下简称"募投项目")结项,项目节余募集资金 29,274.20 万元(含利息收入,实际金额以资金转出当日计算的该项目募集资金剩余金额为 准)永久补充流动资金,用于公司日常生产经营。 本事项无需提交公司股东会审议。 一、 募集资金基本情况 根据中国证券监督管理委员会(以下简称"中国证监会")《关于同意海光 信息技术股份有限公司首次公开发行股票注册的批复》(证监许可[2022]953 号), 公司首次公开发行人民币普通股 30,000.00 万股,每股发行价格为人民币 36.00 元,募集资金总额为 1,080,000.00 万元,扣除发行费用 21,721.07 万元(不含增 值税)后,募集资金净额为 1,0 ...
A股“五好生” 比亚迪、阳光电源、迈瑞医疗等156家公司的持续增长样本观察|寻找“受尊敬”企业系列报道
经济观察报· 2025-10-15 10:11
Core Viewpoint - The article emphasizes the importance of "five-dimensional positive growth" for companies, which includes continuous growth in total assets, operating income, net profit attributable to shareholders, R&D investment, and employee compensation from 2022 to 2024, as a measure of a company's internal motivation and sustainable development capability [2][3]. Summary by Sections Five-Dimensional Positive Growth - Companies with long-term competitiveness maintain steady growth not only in asset scale and revenue but also in innovation investment and human capital [3]. - A total of 156 companies in the A-share market meet the criteria of achieving three consecutive years of growth in the five key indicators, indicating a focus on solid asset foundations and strategic investments in R&D and employee compensation [3][4]. Industry Distribution - The 156 companies are concentrated in sectors such as machinery, electronics, power equipment, pharmaceuticals, and automobiles, highlighting the transformation and upgrading of China's manufacturing industry through technological accumulation and talent investment [4][6]. - The automotive sector leads with 30 companies, followed by power equipment (22), machinery (20), electronics (14), and pharmaceuticals (13), collectively accounting for over 63% of the group [6]. Key Industry Analysis - **Automotive**: The sector shows strong market vitality, particularly in new energy vehicles, with companies like BYD demonstrating significant growth through vertical supply chain integration and R&D investment [9]. - **Power Equipment**: Companies like Sungrow Power Supply benefit from global green energy demand, with continuous R&D ensuring technological leadership [12]. - **Machinery**: Companies such as Times Electric leverage their technological advantages to achieve growth in both domestic and international markets [13]. - **Electronics**: Firms like North Huachuang are capitalizing on domestic semiconductor expansion, with R&D driving rapid growth [15]. - **Pharmaceuticals**: Companies like Mindray Medical are expanding through continuous innovation in medical technology, supported by robust R&D investment [16]. Internal Logic of Growth - Achieving simultaneous growth in the five dimensions is challenging, with only 156 out of 5,383 A-share companies meeting the criteria by the end of 2024 [18]. - The interplay between R&D investment and human capital is crucial for maintaining competitive advantage in a rapidly evolving market [19][20]. Long-Termism and Employee Compensation - Employee compensation and R&D investment are identified as dual anchors of long-termism, with average employee compensation increasing by approximately 35% and R&D investment by about 42% from 2021 to 2024 among the 156 companies [25]. - This focus on human and innovation capital, despite potential short-term impacts on profit margins, enhances organizational stability and competitive barriers [25]. Conclusion - The article concludes that the concept of being a "respected" company should not solely rely on scale or profit but should also encompass the creation of economic value while promoting technological advancement, employee growth, and social welfare [26].
海光信息(688041) - 2025 Q3 - 季度财报
2025-10-15 10:05
海光信息技术股份有限公司2025 年第三季度报告 一、主要财务数据 证券代码:688041 证券简称:海光信息 海光信息技术股份有限公司 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、准确性和完整性依法承担法律责任。 重要内容提示: 公司董事会及董事、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。 | | | | 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 | 4,025,739,773.97 | 69.60 | 9,489,974,831.12 | 54.65 | | 利润总额 | 1,200,094,228.05 | 31.00 | 2,838,920,470.25 | 3 ...
海光信息:第三季度净利润7.6亿元,同比增长13.04%
Xin Lang Cai Jing· 2025-10-15 10:02
海光信息公告,第三季度营收为40.26亿元,同比增长69.60%;净利润为7.6亿元,同比增长13.04%。前 三季度营收为94.9亿元,同比增长54.65%;净利润为19.61亿元,同比增长28.56%。 ...
主力动向:10月15日特大单净流入52.99亿元
Zheng Quan Shi Bao Wang· 2025-10-15 09:20
从申万一级行业来看,今日有19个行业特大单资金净流入,医药生物特大单净流入规模居首,净流入资 金29.84亿元,该行业指数今日上涨2.08%,其次是电力设备,今日上涨2.72%,净流入资金为26.90亿 元,净流入资金居前的还有电子、家用电器等行业。 两市全天特大单净流入52.99亿元,其中41股特大单净流入超2亿元,三花智控特大单净流入20.21亿元, 特大单净流入资金居首。 沪指今日收盘上涨1.22%。资金面上看,沪深两市全天特大单净流入52.99亿元,共计2150股特大单净流 入,2528股特大单净流出。 | 代码 | 简称 | 收盘价(元) | 涨跌幅(%) | 特大单净流入(亿元) | 行业 | | --- | --- | --- | --- | --- | --- | | 600010 | 包钢股份 | 2.77 | -4.81 | -16.24 | 钢铁 | | 000981 | 山子高科 | 4.43 | -6.54 | -11.56 | 汽车 | | 600111 | 北方稀土 | 54.50 | -4.05 | -10.05 | 有色金属 | | 600745 | 闻泰科技 | 38.19 ...
“双芯算力+开放生态”,2025中国移动合作伙伴大会海光展现国产算力硬实力
Huan Qiu Wang· 2025-10-15 08:44
Core Insights - The 2025 China Mobile Global Partner Conference showcased the latest achievements and future plans of AI technology empowering various industries, with a focus on domestic chip solutions from Haiguang Information [1][3] - Haiguang Information presented its CPU, DCU (AI accelerator), and AI cluster solutions, emphasizing deep collaboration with China Mobile to provide mature practices and advanced directions for domestic computing power [1][3] Group 1: Product Offerings and Applications - Haiguang's computing products, including CPUs and DCUs, serve as the foundation for numerous digital services such as online shopping, mobile payments, and real-time video processing [3] - The "Water Resources Big Model Integrated Machine," developed in collaboration with China Mobile, utilizes Haiguang's DCU for flood warning and disaster prevention, demonstrating practical applications in various sectors [3][4] - Haiguang has also launched multiple integrated machines in voice intelligence, robotics, and government writing, indicating the extensive application of its DCU in digital transformation across industries [4] Group 2: Technical Innovations - Haiguang's C86 architecture addresses compatibility challenges faced by traditional software based on x86 architecture, allowing seamless migration without performance loss [4][5] - The C86 architecture is fully compatible with the x86 ecosystem, enabling efficient adaptation across various operating systems and cloud platforms, thus supporting millions of mainstream software applications [4][5] - Haiguang's CPU includes an independent security module that supports national encryption algorithms and privacy computing, enhancing data security in communication scenarios [7] Group 3: Future Plans and Vision - Over the next three years, Haiguang plans to increase R&D investment to accelerate the iteration of CPU and DCU technologies while fostering an open ecosystem for deeper software-hardware integration [6][7] - The company aims to create a flexible computing network that supports various scenarios, from data center model inference to real-time edge computing [8] - Haiguang envisions a future where computing power is as accessible as utilities, facilitating the digital transformation of various industries through intelligent connectivity [8]
半导体板块10月15日涨1.67%,恒烁股份领涨,主力资金净流出46.55亿元
Zheng Xing Xing Ye Ri Bao· 2025-10-15 08:29
证券之星消息,10月15日半导体板块较上一交易日上涨1.67%,恒烁股份领涨。当日上证指数报收于 3912.21,上涨1.22%。深证成指报收于13118.75,上涨1.73%。半导体板块个股涨跌见下表: | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | --- | | 688416 | 恒炼股份 | 59.31 | 11.21% | | 9.48万 | | 5.30亿 | | 605111 | 新洁能 | 40.13 | 10.01% | | 92.03万 | | 36.51亿 | | 688766 | 普典股份 | 109.70 | 8.61% | | 10.45万 | | 10.87亿 | | 300373 | 扬杰科技 | 66'08 | 8.42% | | 43.33万 | | 34.56亿 | | 688709 | 成都华微 | 50.91 | 8.27% | | 19.28万 | | 9.46亿 | | 688110 | 东芯股份 | 107.85 | 7.63% | ...
寒武纪、海光信息大涨,科创芯片50ETF(588750)涨近1%,连续10日吸金超23亿元!填补空白!新凯来发布两款EDA设计软件!全球AI芯片需求高增
Sou Hu Cai Jing· 2025-10-15 08:29
Core Insights - The A-share market experienced a strong rebound on October 15, with the Sci-Tech Chip 50 ETF (588750) rising nearly 1%, attracting over 2.3 billion yuan in capital over the past 10 days, reaching a new high of over 6.5 billion yuan in total scale since its launch [1][3]. Group 1: Market Performance - The majority of the constituent stocks of the Sci-Tech Chip 50 ETF saw significant gains, with Haiguang Information rising over 5% and Cambrian Technologies increasing over 3% [3]. - Cambrian Technologies is set to release its Q3 report on October 18, following a historical high in stock price after its H1 report on August 28 [3]. - Other constituent stocks such as Chipone, Huahong, and SMIC rose over 1%, while companies like Lanke Technology and Hu Silicon Industry saw declines of over 1% and 2%, respectively [3]. Group 2: Industry Developments - The 2025 Bay Chip Exhibition was held in Shenzhen, where a subsidiary of Xinkailai, Qiyunfang, introduced two domestically developed EDA (Electronic Design Automation) software products, filling a gap in high-end electronic design software technology in China [4]. - The EDA market in China has a domestic market share of less than 20%, primarily dominated by overseas giants like Synopsys, Cadence, and Siemens EDA [5]. - Recent U.S. policies have restricted EDA product exports to China, highlighting EDA's strategic importance in the ongoing U.S.-China tech competition [5]. Group 3: Growth Potential - The Sci-Tech Chip Index is expected to see a net profit growth rate of 71% in H1 2025, with an annual growth rate of 100%, significantly outperforming peers [12]. - The index's strong upward elasticity is evident, with a maximum increase of 186.5% since September, indicating robust risk-adjusted returns and stable performance [12]. - The focus on high-end upstream and midstream segments of the chip industry positions the Sci-Tech Chip Index for strong growth potential amid accelerating domestic substitution [11][12].