每经AI快讯，10月9日，国力电子(688103.SH)公告称，国力电子发布2025年第三季度业绩预告，预计归 属于母公司所有者的净利润为1,920万元到2,100万元，同比增长64.72%至80.17%。报告期内，新能源汽 车市场需求旺盛，公司控制盒、继电器等核心产品收入快速增长，新产品和新客户拓展成效显著，叠加 成本费用有效控制，盈利能力持续提升。 （文章来源：每日经济新闻） ...

Core Viewpoint - Guokeli Electronics (688103) expects a significant increase in net profit for Q3 2025, driven by strong demand in the electric vehicle industry and increased sales of core products [1] Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders ranging from 19.2 million to 21 million yuan, representing a year-on-year increase of 64.72% to 80.17% [1] - The growth in profit is attributed to a substantial increase in product orders due to a booming downstream market [1] Group 2: Product Performance - Core product revenues, including control boxes and relays, have seen rapid growth, contributing to enhanced profitability [1] - The sales revenue of key products has significantly increased year-on-year, reflecting the company's strong market position [1]

Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 19.2 million and 21 million yuan in the third quarter of 2025, representing an increase of 7.544 million to 9.344 million yuan compared to the same period last year [1] - This translates to a year-on-year growth of 64.72% to 80.17% [1] - The performance improvement is primarily driven by the company's continuous expansion in new products, new customers, and new markets [1]

国力电子公告，公司于2025年3月26日首次披露股份回购方案，预计回购金额在3000万元至5000万元之 间。截至2025年9月30日，公司已累计回购股份51.99万股，占总股本的0.5455%，累计已回购金额为 2999.44万元。实际回购价格区间为47.8元/股至67元/股。 ...

Core Insights - The report highlights the robust growth and diversification of the cultural and tourism industry, with the cultural industry expected to achieve a revenue of 19.14 trillion yuan in 2024, a 37.7% increase from 2020 [3] - The report emphasizes the strategic partnerships and expansions in the mining sector, particularly focusing on the lithium, cesium, and copper resources, which are expected to enhance the company's growth potential [6][7][9] - The semiconductor testing sector is experiencing rapid growth, with significant orders and revenue increases, indicating a strong market demand for advanced testing equipment [14][18] Economic Policies and Developments - The National Development and Reform Commission announced a new policy tool with a total scale of 500 billion yuan to support project capital, particularly in AI and smart terminal applications [2] - The Ministry of Industry and Information Technology has granted satellite mobile communication licenses to major telecom operators, enhancing communication capabilities in remote areas [2] - The Ministry of Culture and Tourism reported a significant recovery in the tourism sector, with domestic travel and spending showing high growth rates post-pandemic [3] Company-Specific Developments - Zhongwei Co. signed a strategic cooperation framework agreement with Xiamen Tungsten New Energy Materials, focusing on key battery materials for emerging sectors [5] - Huayou Cobalt's subsidiary signed a supply agreement with LGES for a total of approximately 76,000 tons of ternary precursor products from 2026 to 2030 [5] - The report indicates that the company has successfully acquired significant mining rights in Zambia and Namibia, enhancing its resource base and production capabilities [8][9] Industry Trends - The report notes a shift in the highway sector towards high dividend stocks, with several companies experiencing significant stock price adjustments, making them attractive for investors seeking stable returns [21][22] - The semiconductor testing equipment market is expanding rapidly, driven by demand from the AI and storage sectors, with the company achieving substantial revenue growth in this area [14][15][18] - The mining industry is diversifying into multi-metal resources, with a focus on copper and other metals, which are expected to provide new growth avenues for the company [9][10]

Group 1 - The cultivated diamond concept index declined by 0.44% as of the market close on September 29, ranking among the top decliners in the concept sector [1] - Within the cultivated diamond sector, companies such as Chao Hong Ji and Woerde experienced significant declines, while *ST Yazhen, Guoli Electronics, and Chujian New Materials saw increases of 4.52%, 2.86%, and 1.39% respectively [1] - The cultivated diamond sector experienced a net outflow of 376 million yuan in principal funds today, with 11 stocks seeing net outflows, and 7 stocks exceeding 10 million yuan in outflows [2] Group 2 - The top net outflow stock in the cultivated diamond sector was Guoji Jinggong, with a net outflow of 202 million yuan, followed by Jing Sheng Jidian and Chao Hong Ji with net outflows of 69.44 million yuan and 51.89 million yuan respectively [2] - Conversely, the stocks with the highest net inflows included Guoli Electronics, China Gold, and Yuyuan Shares, with net inflows of 19.02 million yuan, 13.97 million yuan, and 7.69 million yuan respectively [2] - The trading volume for Guoji Jinggong was 7.78%, while *ST Yazhen had a trading volume of 2.18% with a gain of 4.52% [3]

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： 上述减持主体存在一致行动人： ■ 减持计划实施完毕 ● 实际控制人的一致行动人持有的基本情况 昆山国力电子科技股份有限公司（以下简称"公司"）股东张跃康先生持有公司165,300股股份（均为IPO 前取得股份），占公司总股本的比例为0.17%，上述股份已于2024年9月10日起上市流通。股东张跃康 先生为公司实际控制人尹剑平的一致行动人。 ● 减持计划的实施结果情况 公司于2025 年6 月26日披露了《昆山国力电子科技股份有限公司关于实际控制人的一致行动人集中竞价 减持股份计划公告》（公告编号：2025-036），张跃康拟自本减持计划公告之日起15 个交易日后3个月 内，通过上海证券交易所集中竞价的交易方式减持不超过165,300股，不超过公司当前总股本的0.17%。 若减持期间公司有送股、资本公积金转增股本、配股等股份变动事项，减持股份数量将进行相应调整； 减持价格将按照减持实施时的市场价格确定。 公司于2025年9月25日收到张跃康出具的《股东 ...

| 证券代码：688103 | 证券简称：国力电子 | 公告编号：2025-064 | | --- | --- | --- | | 转债代码：118035 | 转债简称：国力转债 | | 昆山国力电子科技股份有限公司 关于实际控制人的一致行动人集中竞价减持股份 结果公告 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： 实际控制人的一致行动人持有的基本情况 昆山国力电子科技股份有限公司（以下简称"公司"）股东张跃康先生持有 公司 165,300 股股份（均为 IPO 前取得股份），占公司总股本的比例为 0.17%， 上述股份已于 2024 年 9 月 10 日起上市流通。股东张跃康先生为公司实际控制人 尹剑平的一致行动人。 减持计划的实施结果情况 公司于 2025 年 6 月 26 日披露了《昆山国力电子科技股份有限公司关于实 际控制人的一致行动人集中竞价减持股份计划公告》（公告编号：2025-036）， 张跃康拟自本减持计划公告之日起 15 个交易日后 3 个月内，通过上海证券交易 所集中竞价的交 ...

截至发稿，国力电子市值为68亿元。 每经AI快讯，国力电子（SH 688103，收盘价：71.61元）9月26日晚间发布公告称，公司于2025年9月25 日收到张跃康出具的《股东减持股份结果告知函》，截至2025年9月25日，张跃康通过集中竞价方式累 计减持公司股份165,300股，占公司总股本的 0.17%，本次减持计划已实施完毕。 2024年1至12月份，国力电子的营业收入构成为：电子真空器件占比98.14%，其他业务占比1.86%。 每经头条（nbdtoutiao）——5年增长33倍，这类新险种卖爆了，身边很多人都需要，30多家险企蜂拥而 入⋯⋯ （记者 张明双） ...

9月25日，国力电子涨5%，截至发稿，报71.40元/股，成交1.12亿元，换手率1.68%，总市值68.06亿元。 责任编辑：小浪快报 汇安核心价值混合A（010740）基金经理为陆丰。 数据显示，汇安基金旗下1只基金重仓国力电子。汇安核心价值混合A（010740）二季度持有股数1.22万 股，占基金净值比例为3.21%，位居第二大重仓股。根据测算，今日浮盈赚取约4.15万元。 汇安核心价值混合A（010740）成立日期2021年3月16日，最新规模1721.68万。今年以来收益14.86%， 同类排名5260/8173；近一年收益26.06%，同类排名5227/8003；成立以来亏损37.93%。 资料显示，昆山国力电子科技股份有限公司位于江苏省昆山开发区西湖路28号，成立日期2000年10月12 日，上市日期2021年9月10日，公司主营业务涉及电子真空器件的研发、生产与销售。主营业务收入构 成为：直流接触器60.00%，真空继电器17.87%，交流接触器11.50%，真空电容器5.33%，真空有源器件 3.49%，其他(补充)1.80%。 从基金十大重仓股角度 截至发稿，陆丰累计任职时间5年142天， ...