Core Insights - The company reported a significant increase in revenue and net profit for the first three quarters of 2025, with revenue reaching 933 million yuan, a year-on-year growth of 21.29%, and net profit attributable to shareholders at 320 million yuan, up 51.33% [1] - The third quarter alone saw revenue of 358 million yuan and a non-recurring net profit of 111 million yuan, marking year-on-year increases of 40.70% and 99.92% respectively, achieving the best performance for the same period in history [1] Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 933 million yuan, which is a 21.29% increase compared to the same period last year [1] - The net profit attributable to shareholders for the same period was 320 million yuan, reflecting a 51.33% year-on-year growth [1] - In the third quarter, the company recorded revenue of 358 million yuan and a non-recurring net profit of 111 million yuan, with respective year-on-year growth rates of 40.70% and 99.92% [1] Product Development and Market Position - The company has seen rapid growth in the shipment of its DDR5 SPD chips, automotive-grade EEPROM chips, and high-performance industrial-grade EEPROM chips, contributing to enhanced overall profitability [1] - New products have started to ship during the reporting period, including automotive-grade NOR Flash chips successfully integrated with leading global automotive electronic Tier 1 suppliers and optical image stabilization (OIS) voice coil motor driver chips used in mainstream mid-to-high-end smartphone models [1] Research and Development - The company has continuously improved its R&D capabilities, with R&D investment reaching 146 million yuan in the first three quarters, a year-on-year increase of 12.62%, marking the highest level for the same period in history [2] - This investment lays a solid foundation for enriching the company's business structure, enhancing profitability, and improving overall competitiveness [2]

截至发稿，聚辰股份市值为257亿元。 每经AI快讯，聚辰股份（SH 688123，收盘价：162.4元）10月28日晚间发布三季度业绩公告称，2025年 前三季度营收约9.33亿元，同比增加21.29%；归属于上市公司股东的净利润约3.2亿元，同比增加 51.33%；基本每股收益2.02元，同比增加51.88%。 （记者 曾健辉） 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ ...

证券代码：688123 证券简称：聚辰股份 公告编号：2025-066 聚辰半导体股份有限公司 关于参加 2025 年上海辖区上市公司三季报 集体业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 13 日（星期四）下午 15:00-16:30 会议召开地点：上海证券交易所上证路演中心（网址：http://roadshow.ss einfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 6 日（星期四）至 11 月 12 日（星期三）16:00 前通过上证路演中心"提问预征集"栏目（网址：https://roadshow.sseinfo.com/pr eCallQa）或通过公司投资者关系邮箱"investors@giantec-semi.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。 聚辰半导体股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日披露 公司 2025 年第三季度报 ...

证券代码：688123 证券简称：聚辰股份 公告编号：2025-065 （一）信用减值损失 公司以预期信用损失为基础，对应收账款及其他应收款进行减值测试并确认 减值损失。经测算，公司 2025 年前三季度计提信用减值损失 139.95 万元。 （二）资产减值损失 聚辰半导体股份有限公司 关于 2025 年前三季度计提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、准确性和完整性依法承担法律责任。 为客观、准确地反映截至 2025 年 9 月 30 日的财务状况和 2025 年前三季度 的经营成果，聚辰半导体股份有限公司（以下简称"公司"）基于谨慎性原则， 依据企业会计准则对截至 2025 年 9 月 30 日可能发生信用及资产减值损失的有关 资产相应计提资产减值准备，具体情况如下： 一、2025 年前三季度计提资产减值准备的具体情况 根据《企业会计准则第 8 号——资产减值》、《企业会计准则第 1 号——存货》 以及企业会计政策和会计估计的有关规定，公司 2025 年前三季度合计计提信用 减值损失和资产减值损失 3,414.36 万元， ...

聚辰半导体股份有限公司 2025 年第三季度报告 证券代码：688123 证券简称：聚辰股份 聚辰半导体股份有限公司 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。 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 | | | 本报告期比上 | | 年初至报告期末比 | | | --- | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 年同期增减变 | 年初至报告期末 | 上年同期增减变动 | | | | | 动幅度（%） | | 幅度（%） | | | 营业收入 | 357,954,251.60 | 40.70 | 932,809,606 ...

每经AI快讯，10月28日，聚辰股份(688123.SH)发布2025年第三季度报告，前三季度实现营业收入9.33亿 元，同比增长21.29%；归属于上市公司股东的净利润为3.20亿元，同比增长51.33%。 ...

证券之星消息，10月28日半导体板块较上一交易日下跌1.12%，聚辰股份领跌。当日上证指数报收于 3988.22，下跌0.22%。深证成指报收于13430.1，下跌0.44%。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) | | --- | --- | --- | --- | --- | --- | | 688783 | N奕材 | 25.75 | 198.72% | 120.87万 | 32.46 Z | | 688146 | 中船特气 | 45.00 | 15.71% | 11.49万 | 4.70亿 | | 688720 | 文霖股份 | 58.21 | 11.32% | 14.23万 | 7.94亿 | | 002213 | 大为股份 | 28.14 | 10.01% | 85.75万 | 23.93亿 | | 605358 | 立昂微 | 35.96 | 5.83% | 57.85万 | 20.63亿 | | 688385 | 复目微电 | 65.97 | 5.25% | 20.66万 | 13.38亿 | | 688200 | 华峰测控 ...

Core Insights - The total margin balance of the STAR Market reached 258.603 billion yuan on October 27, an increase of 4.599 billion yuan from the previous trading day [1] - The financing balance amounted to 257.688 billion yuan, up by 4.573 billion yuan, while the margin short balance was 0.915 billion yuan, increasing by 0.026 billion yuan [1] Individual Stock Performance - On October 27, 371 stocks on the STAR Market experienced net financing inflows, with 14 stocks having net inflows exceeding 100 million yuan [1] - Lanke Technology topped the list with a net financing inflow of 675 million yuan, followed by Huahong Semiconductor, SMIC, Shengyi Technology, Juchen Technology, Ninebot, and Tuojing Technology [1]

Group 1 - The core viewpoint of the news is that the semiconductor sector, particularly the SMIC concept stocks, experienced a positive trading day with a notable increase in stock prices and significant capital inflow [1][2][3]. Group 2 - As of October 27, the SMIC concept stocks rose by 2.11%, ranking 9th among concept sectors, with 68 stocks increasing in value [1]. - The leading gainers within the SMIC concept include Antai Technology, which surged by 10.01%, and Jingrui Materials, which increased by 16.50% [2][3]. - The overall capital inflow for the SMIC concept sector was 8.05 billion yuan, with 36 stocks receiving net inflows, and 9 stocks attracting over 1 billion yuan in net inflows [2][3]. Group 3 - The top three stocks by net capital inflow were Antai Technology (7.19 billion yuan), Jingrui Materials (3.11 billion yuan), and Jichuan Technology (2.06 billion yuan) [2][3]. - The net inflow ratios for leading stocks were 20.60% for Antai Technology, 10.09% for Jichuan Technology, and 8.78% for Weidao Nano [3][4]. - The overall market sentiment was positive, with the storage chip concept leading the gains at 3.49%, while other sectors like esports and free trade zones saw declines [2].

Group 1 - The core viewpoint of the news is that 聚辰股份 (Jucheng Semiconductor) has seen a 5% increase in stock price, reaching 172.55 CNY per share, with a trading volume of 2.092 billion CNY and a turnover rate of 7.91%, resulting in a total market capitalization of 27.31 billion CNY [1] - 聚辰股份 is located in Shanghai and was established on November 13, 2009, with its listing date on December 23, 2019. The company specializes in the research, design, and sales of integrated circuit products, providing application solutions and technical support services, with 100% of its main business revenue coming from chip sales [1] Group 2 - From the perspective of major fund holdings, only one fund under 申万菱信 (Shenwan Hongyuan) has a significant position in 聚辰股份. The fund, 申万菱信中证1000指数增强A (017067), held 16,500 shares in the second quarter, unchanged from the previous period, accounting for 0.95% of the fund's net value, making it the second-largest holding [2] - The fund has a current scale of 87.4876 million CNY and has achieved a year-to-date return of 30.43%, ranking 1653 out of 4219 in its category. Over the past year, it has returned 37.05%, ranking 1214 out of 3877, and since its inception, it has returned 26.44% [2] - The fund manager, 刘敦 (Liu Dun), has a tenure of 8 years and 20 days, managing assets totaling 3.457 billion CNY, with the best return during his tenure being 69.81% and the worst being -70.72%. The co-manager, 夏祥全 (Xia Xiangquan), has a tenure of 5 years and 8 days, managing 922 million CNY, with the best return of 26.44% and the worst of -26.61% during his tenure [2]