Group 1 - Company Stiwave reported Q3 performance with revenue of approximately 6.317 billion yuan, a year-on-year increase of 50.14% [1] - The net profit attributable to shareholders was about 699 million yuan, reflecting a year-on-year increase of 155.99% [1] - Basic earnings per share reached 1.75 yuan, up 157.35% year-on-year [1] Group 2 - As of the report, Stiwave's market capitalization stands at 45.6 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation [2] - The technology sector is reshaping the market, suggesting a new "slow bull" market pattern [2]

Group 1 - The core point of the article is that Sitwei (SH 688213) announced the convening of its second board meeting on October 29, 2025, to review the proposal for the company's Q3 2025 report [1] - For the year 2024, Sitwei's revenue composition is entirely from integrated circuits, accounting for 100.0% [1] - As of the report, Sitwei's market capitalization stands at 45.6 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation into a "slow bull" new pattern [1]

格隆汇10月29日｜思特威(688213.SH)发布2025年第三季度报告，第三季度实现营业收入25.31亿元，同 比增长44.56%；归属于上市公司股东的净利润为3.03亿元，同比增长145.14%。前三季度实现营业收入 63.17亿元，同比增长50.14%；归属于上市公司股东的净利润为6.99亿元，同比增长155.99%。 ...

证券代码：688213 证券简称：思特威 公告编号：2025-039 思特威（上海）电子科技股份有限公司 关于召开2025年第一次临时股东大会的通知 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法律责任。 重要内容提示： 一、 召开会议的基本情况 1 （一） 股东大会类型和届次 2025年第一次临时股东大会 召开日期时间：2025 年 11 月 14 日 10 点 00 分 召开地点：上海市闵行区田林路 889 号科技绿洲四期 8 号楼 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 11 月 14 日 至2025 年 11 月 14 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过互 股东大会召开日期：2025年11月14日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 （二） 股东大会召集人：董事会 ...

证券代码：688213 证券简称：思特威 公告编号：2025-037 思特威（上海）电子科技股份有限公司 第二届监事会第八次会议决议公告 本公司监事会及全体监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）审议通过《关于<公司 2025 年第三季度报告>的议案》 经审核，监事会认为《公司 2025 年第三季度报告》的编制和审议程序符合 相关法律法规、《公司章程》和公司内部管理制度的各项规定；《公司 2025 年第 三季度报告》的内容与格式符合相关规定，公允反映了公司 2025 年第三季度的 财务状况和经营成果等事项；三季度报告编制过程中，未发现公司参与三季度报 告编制和审议的人员有违反保密规定的行为；监事会全体成员保证《公司 2025 年第三季度报告》披露的信息真实、准确、完整，不存在任何虚假记载、误导性 陈述或重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 1 具体内容详见公司于 2025 年 10 月 30 日刊登在上海证券交易所网站 （www.sse.com.cn）的《2025 年第三季度报告》。 表决结果：同意 ...

Core Viewpoint - The company reported significant growth in both revenue and net profit for the third quarter of 2025, driven by innovations in the smartphone sector [1] Financial Performance - The company's third-quarter revenue reached 2.531 billion yuan, representing a year-on-year increase of 44.56% [1] - Net profit for the third quarter was 303 million yuan, showing a substantial year-on-year growth of 145.14% [1] - For the first three quarters of 2025, total revenue amounted to 6.317 billion yuan, up 50.14% year-on-year [1] - Net profit for the first three quarters was 699 million yuan, reflecting a year-on-year increase of 155.99% [1] Dividend Announcement - The company plans to distribute a cash dividend of 1.25 yuan per 10 shares (tax included) [1] Product Innovation - The company launched multiple high-end 50-megapixel products based on Lofic HDR2.0 technology, resulting in a significant increase in shipment volume [1] - The mass production and shipment of several products based on the domestic Stacked BSI platform contributed to the notable revenue growth in the smartphone sector [1]

证券代码：688213 证券简称：思特威 公告编号：2025-036 思特威（上海）电子科技股份有限公司 第二届董事会第九次会议决议公告 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、董事会会议召开情况 思特威（上海）电子科技股份有限公司（以下简称"公司"）第二届董事会 第九次会议于 2025 年 10 月 29 日在公司会议室以现场结合通讯表决方式召开。 会议通知已于 2025 年 10 月 23 日以通讯方式发出。本次会议由董事长徐辰先生 召集并主持，会议应出席董事 9 名，实际出席董事 9 名。本次会议的召集和召开 符合《中华人民共和国公司法》（以下简称"《公司法》"）等相关法律、行政法规、 部门规章、规范性文件和《思特威（上海）电子科技股份有限公司章程》（以下 简称"《公司章程》"）的有关规定，本次会议合法有效。 二、董事会会议审议情况 全体董事以投票表决方式通过了以下决议： （一）审议通过了《关于<公司 2025 年第三季度报告>的议案》 董事会认为《公司 2025 年第三季度报告》的编制和审议程序符合相关 ...

证券代码：688213 证券简称：思特威 公告编号：2025-038 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： 一、利润分配预案内容 鉴于公司目前经营情况良好，在综合考虑投资者的合理回报和公司的长远发 展并保证公司正常生产经营业务发展的前提下，公司拟进行 2025 年前三季度利 润分配。根据公司《2025 年第三季度报告》（未经审计），公司 2025 年前三季度 合并报表中归属于上市公司股东的净利润为 699,458,608.72 元；截至 2025 年 9 月 30 日，母公司累计未分配利润为 1,070,660,631.66 元。经董事会决议，本次利 润分配预案如下： 1 思特威（上海）电子科技股份有限公司（以下简称"公司"）2025 年前三季 度利润分配预案为：每 10 股派发现金红利 1.25 元（含税），不进行资本公积 转增股本，亦不派送红股。 公司拟以实施权益分派股权登记日登记的总股本扣减公司回购专用证券账 户中的股份为基数分配利润，具体日期将在权益分派实施公告中明确。 如在本公告披露之日 ...

智通财经APP讯，思特威(688213.SH)披露2025年第三季度报告，公司前三季度实现营收63.17亿元，同 比增长50.14%;归母净利润6.99亿元，同比增长155.99%;扣非净利润6.9亿元，同比增长126.19%;基本每 股收益1.75元。 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥2,530,752,240.35, representing a year-on-year increase of 44.56%[3] - The total profit for the period was ¥334,487,647.91, reflecting a significant increase of 155.23% compared to the same period last year[3] - Net profit attributable to shareholders was ¥302,595,037.03, up 145.14% year-on-year[3] - The basic earnings per share for the quarter was ¥0.76, an increase of 145.16% compared to the same period last year[4] - Total operating revenue for the first three quarters of 2025 reached ¥6,317,151,337.98, a significant increase of 50.1% compared to ¥4,207,550,618.14 in the same period of 2024[20] - Operating profit for the first three quarters of 2025 was ¥776,003,332.39, up from ¥292,629,177.14 in the previous year, representing a growth of 165.5%[20] - Net profit for the first three quarters of 2025 was ¥699,458,608.72, compared to ¥273,237,797.94 in the same period of 2024, marking an increase of 156.5%[21] - The company reported a basic earnings per share of ¥1.75 for the first three quarters of 2025, compared to ¥0.68 in the same period of 2024, an increase of 157.4%[21] - The company reported a total comprehensive income of ¥649,303,716 for the first three quarters of 2025, compared to ¥281,034,294 in 2024[29] Research and Development - Research and development expenses totaled ¥168,353,606.81, which is 37.43% higher than the previous year, accounting for 6.65% of revenue[4] - The company is expanding its R&D team to develop more advanced technologies and products for future growth[9] - Research and development expenses increased to ¥422,947,825.18 in the first three quarters of 2025, up from ¥321,173,806.01 in 2024, reflecting a growth of 31.6%[20] - Research and development expenses for the first three quarters of 2025 were ¥375,486,905, compared to ¥304,896,078 in 2024, showing a 23% increase[28] Assets and Liabilities - Total assets increased by 33.57% to ¥10,459,104,059.63 compared to the end of the previous year[4] - Total assets as of the end of the reporting period amounted to ¥10,459,104,059.63, compared to ¥7,830,383,371.76 at the end of the previous year, indicating a growth of 33.1%[17] - Total liabilities increased to ¥5,525,980,090.93 from ¥3,641,531,233.36, representing a rise of 51.8%[17] - The company's total non-current assets reached ¥2,034,242,782.42, an increase from ¥1,870,309,459.18, reflecting a growth of 8.7%[17] - The company's total liabilities reached CNY 5,982,902,638.57, compared to CNY 3,592,019,402.66 at the end of 2024[26] Cash Flow - Cash flow from operating activities showed a net outflow of ¥1,042,291,449.44 for the year-to-date period, primarily due to increased prepayments[4] - Operating cash inflow for the first three quarters of 2025 reached CNY 6,253,759,646.20, a 25.5% increase from CNY 4,982,424,616.33 in the same period of 2024[22] - Net cash outflow from operating activities was CNY -1,042,291,449.44, worsening from CNY -613,988,878.97 year-over-year[22] - Cash flow from investing activities showed a net outflow of CNY -483,025,501.34, compared to CNY -437,473,046.03 in the previous year[23] - Cash flow from financing activities generated a net inflow of CNY 1,772,042,713.49, up from CNY 1,188,843,939.59 in the same period last year[23] Shareholder Information - The company reported no changes in the participation of major shareholders in margin trading and securities lending activities[13] - The top shareholder, Xu Chen, holds 54,828,443 shares, representing 13.64% of total shares[12] - The second-largest shareholder, Huaxin Investment Management Co., Ltd., holds 26,931,603 shares, accounting for 6.70%[12] Market and Product Development - The company reported a significant increase in sales volume in the smartphone sector due to enhanced collaborations and new product launches[9] - The automotive electronics sector saw a substantial rise in shipments for new generation products related to smart driving[9] - The company has no significant new strategies or mergers and acquisitions reported during the period[14] - There are no new product developments or technological advancements highlighted in the conference call[14] - The company has not provided specific future guidance or outlook for the upcoming quarters[14] - The company plans to continue expanding its market presence and investing in new technologies to drive future growth[20]