证券代码：688183 证券简称：生益电子 公告编号：2025-058 生益电子股份有限公司 2、2025 年前三季度实现归属于母公司所有者的净利润 107,400 万元到 115,370 万元，与上年同期（法定披露数据）相比，将增加 88,748 万元到 96,718 万元，同比增加 476%到 519%。 3、2025 年前三季度实现归属于母公司所有者的扣除非经常性损益的净利润 107,140 万元到 115,090 万元，与上年同期（法定披露数据）相比，将增加 89,382 万元到 97,332 万元，同比增加 503%到 548%。 （三）公司本期业绩预告相关的财务数据未经注册会计师审计。 2025 年前三季度业绩预告的自愿性披露公告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 9 月 30 日。 （二）业绩预告情况 经财务部门初步测算，公司预计： 1、2025 年前三季度实现营业收入 661,380 万元到 703,380 ...

Core Viewpoint - Shengyi Electronics (688183) expects significant revenue and profit growth for the first three quarters of 2025, driven by an increase in high-value-added products and a strengthened competitive position in the mid-to-high-end market [1] Financial Performance - The company anticipates revenue between 6.614 billion yuan and 7.034 billion yuan, representing a year-on-year increase of 108% to 121% [1] - The projected net profit attributable to shareholders is expected to be between 1.074 billion yuan and 1.154 billion yuan, indicating a year-on-year increase of 476% to 519% [1] Market Position - The report highlights an increase in the proportion of high-value-added products, which has helped the company consolidate its competitive advantage in the mid-to-high-end market [1]

格隆汇10月23日丨生益电子(688183.SH)公布，经财务部门初步测算，预计2025年前三季度实现营业收 入66.14亿元到70.34亿元，同比增加108%到121%。2025年前三季度实现归属于母公司所有者的净利润 10.74亿元到11.54亿元，同比增加476%到519%。2025年前三季度实现归属于母公司所有者的扣除非经 常性损益的净利润10.71亿元到11.51亿元，同比增加503%到548%。 公司围绕"市场引领，双轮驱动"的经营理念，着力推动市场、技术、质量管理等综合能力进一步提升， 报告期内高附加值产品占比提升，持续巩固了公司在中高端市场的竞争优势，实现营业收入及净利润较 上年同期大幅增长。 ...

格隆汇10月23日丨生益电子(688183.SH)公布，经财务部门初步测算，预计2025年前三季度实现营业收 入66.14亿元到70.34亿元，同比增加108%到121%。2025年前三季度实现归属于母公司所有者的净利润 10.74亿元到11.54亿元，同比增加476%到519%。2025年前三季度实现归属于母公司所有者的扣除非经 常性损益的净利润10.71亿元到11.51亿元，同比增加503%到548%。 公司围绕"市场引领，双轮驱动"的经营理念，着力推动市场、技术、质量管理等综合能力进一步提升， 报告期内高附加值产品占比提升，持续巩固了公司在中高端市场的竞争优势，实现营业收入及净利润较 上年同期大幅增长。 ...

Core Viewpoint - The company expects a significant increase in net profit for the first three quarters of 2025, projecting between 1.074 billion to 1.154 billion yuan, representing a year-on-year growth of 476% to 519% [1] Group 1 - The company is focusing on enhancing its market, technology, and quality management capabilities [1] - There is an increase in the proportion of high value-added products, which helps to strengthen the company's competitive advantage in the mid-to-high-end market [1] - The company has achieved substantial growth in both operating revenue and net profit compared to the same period last year [1]

Core Insights - The component sector experienced a significant increase of 5.03% on October 21, with Zhongfu Circuit leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Sector Performance - Zhongfu Circuit (300814) closed at 57.00, with a rise of 16.02% and a trading volume of 248,100 shares, amounting to a transaction value of 1.362 billion [1] - Weier Gao (301251) saw a closing price of 67.29, increasing by 15.05% with a trading volume of 169,800 shares, totaling 1.09 billion [1] - Gaohua Technology (688539) closed at 38.35, up 13.83% with a trading volume of 109,000 shares, resulting in a transaction value of 0.402 billion [1] - Dongshan Precision (002384) closed at 68.33, increasing by 8.12% with a trading volume of 1,029,400 shares, totaling 6.818 billion [1] - Shengyi Technology (600183) closed at 59.02, up 7.86% with a trading volume of 501,900 shares, amounting to 2.881 billion [1] - Pengding Holdings (002938) closed at 51.96, increasing by 7.78% with a trading volume of 421,400 shares, totaling 2.14 billion [1] - Nanya New Materials (688519) closed at 70.15, up 6.53% with a trading volume of 58,400 shares, resulting in a transaction value of 0.4 billion [1] - Shengyi Electronics (688183) closed at 75.87, increasing by 6.48% with a trading volume of 191,900 shares, totaling 1.427 billion [1] - Victory Technology (300476) closed at 281.15, up 6.41% with a trading volume of 654,700 shares, amounting to 17.884 billion [1] - Maijie Technology (300319) closed at 12.16, increasing by 6.20% with a trading volume of 389,300 shares, totaling 0.466 billion [1] Fund Flow Analysis - The component sector saw a net inflow of 4.396 billion from main funds, while retail funds experienced a net outflow of 2.268 billion [3] - Speculative funds recorded a net outflow of 2.128 billion [3]

Group 1 - The core point of the news is that Shengyi Electronics experienced a decline of 5.01% in its stock price, reaching 68.84 yuan per share, with a trading volume of 674 million yuan and a turnover rate of 1.16%, resulting in a total market capitalization of 57.263 billion yuan [1] - Shengyi Electronics, established on August 2, 1985, is located in Dongguan City, Guangdong Province, and specializes in the research, production, and sales of various printed circuit boards, with 96.35% of its revenue coming from this main business [1] Group 2 - From the perspective of major fund holdings, Nord Fund has a significant position in Shengyi Electronics, with the Nord New Life A fund (006887) increasing its holdings by 120,100 shares in the second quarter, bringing the total to 886,700 shares, which accounts for 9.45% of the fund's net value, making it the fourth-largest holding [2] - The Nord New Life A fund, established on March 28, 2019, has a current size of 239 million yuan, with a year-to-date return of 68%, ranking 265 out of 8160 in its category, and a one-year return of 91.5%, ranking 113 out of 8021 [2]

Group 1 - The core point of the news is that Shengyi Electronics experienced a decline of 5.01% in its stock price, reaching 68.84 yuan per share, with a trading volume of 673 million yuan and a turnover rate of 1.16%, resulting in a total market capitalization of 57.263 billion yuan [1] - Shengyi Electronics, established on August 2, 1985, is located in Dongguan City, Guangdong Province, and was listed on February 25, 2021. The company's main business involves the research, production, and sales of various printed circuit boards, with 96.35% of its revenue coming from printed circuit boards and 3.65% from other supplementary sources [1] Group 2 - From the perspective of fund holdings, one fund under Great Wall Fund has a significant position in Shengyi Electronics. The Great Wall Digital Economy Mixed A Fund (016507) held 108,300 shares in the second quarter, accounting for 2.62% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 393,000 yuan [2] - The Great Wall Digital Economy Mixed A Fund was established on January 19, 2023, with a latest scale of 147 million yuan. Year-to-date, it has achieved a return of 53.74%, ranking 611 out of 8160 in its category. Over the past year, the return is 64.64%, ranking 535 out of 8021, and since its inception, the return is 31.4% [2] - The fund manager of Great Wall Digital Economy Mixed A is Han Lin, who has a tenure of 9 years and 169 days. The total asset size of the fund is 1.452 billion yuan, with the best return during his tenure being 160.8% and the worst being -29.29% [2]

Group 1 - The Sci-Tech Innovation 50 Index fell over 3%, with notable declines in individual stocks such as Arctech Solar, which dropped over 6%, and Shengyi Technology and Zhongwei Company, both down over 4% [1] - The Shanghai Composite Index closed at 3885.87, down 30.35 points or 0.78% [2] - The ChiNext Index decreased by 64.85 points, representing a decline of 2.14%, closing at 2972.59 [2] - The Shenzhen Component Index fell by 231.89 points, a drop of 1.77%, ending at 12854.52 [2] - The Sci-Tech Innovation 50 Index specifically closed at 1374.81, down 41.76 points or 2.95% [2] - The North Stock 50 Index decreased by 9.64 points, a decline of 0.65%, closing at 1479.07 [2] - The CSI 300 Index closed at 4563.45, down 54.97 points or 1.19% [2] - The Shanghai 50 Index fell by 20.80 points, a decrease of 0.69%, closing at 2998.40 [2]

Core Viewpoint - Shengyi Electronics' stock price has experienced significant fluctuations, with a year-to-date increase of 87.25% but a recent decline of 8.29% over the past five trading days [2] Group 1: Stock Performance - As of October 16, Shengyi Electronics' stock price was 72.50 CNY per share, with a market capitalization of 60.307 billion CNY [1] - The stock has seen a trading volume of 5.00 billion CNY and a turnover rate of 0.82% [1] - Year-to-date, the stock has risen by 87.25%, but it has dropped by 8.29% in the last five trading days and 7.02% in the last 20 days [2] Group 2: Financial Performance - For the first half of 2025, Shengyi Electronics reported revenue of 3.769 billion CNY, representing a year-on-year growth of 91.00% [2] - The net profit attributable to shareholders for the same period was 531 million CNY, showing a remarkable increase of 452.11% [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Shengyi Electronics was 17,500, a decrease of 3.84% from the previous period [2] - The average number of circulating shares per shareholder increased by 3.99% to 47,464 shares [2] - The company has distributed a total of 999.2 million CNY in dividends since its A-share listing, with 584 million CNY distributed over the past three years [3] Group 4: Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 11.7295 million shares, an increase of 3.9454 million shares from the previous period [3] - The fund "Morgan Stanley Digital Economy Mixed A" has exited the list of the top ten circulating shareholders [3] Group 5: Company Overview - Shengyi Electronics, established on August 2, 1985, is located in Dongguan, Guangdong Province, and specializes in the research, production, and sales of various printed circuit boards [2] - The company's main business revenue composition is 96.35% from printed circuit boards and 3.65% from other supplementary sources [2] - Shengyi Electronics is classified under the electronic components industry, specifically in printed circuit boards, and is associated with concepts such as PCB, annual strength, optical communication, 5G, and autonomous driving [2]