Group 1 - The core point of the article is that Yunzhong Technology (688260.SH) reported a decline in revenue and an increase in net loss for the first three quarters of 2025 [1] Group 2 - The total operating revenue for the first three quarters reached 400 million yuan, representing a year-on-year decrease of 3.46% [1] - The net profit attributable to shareholders of the parent company was -146 million yuan, which is an increase in loss of 66.12 million yuan compared to the same period last year [1] - The basic earnings per share were -1.2153 yuan [1]

证券代码：688260 证券简称：昀冢科技 公告编号：2025-043 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、准确性和完整性承担法律责任。 重要内容提示： 苏州昀冢电子科技股份有限公司（以下简称"公司"）根据战略发展规 划，综合考虑公司研发项目的管理和执行情况，对核心技术人员构成进行优化调 整，原核心技术人员谌龙模先生因工作重心和岗位职责调整，不再被认定为公司 核心技术人员，仍继续在公司任职。 本次核心技术人员的调整不会影响公司所拥有的核心技术及知识产权 权属的完整性，亦不会对公司的研发实力、核心竞争力和持续经营能力产生不 利影响。 一、本次核心技术人员调整的具体情况 根据公司战略发展规划，综合考虑研发项目的管理和执行情况，公司对核心 技术人员构成进行优化调整，原核心技术人员谌龙模先生因工作重心和岗位职责 调整，不再被认定为公司核心技术人员，仍继续在公司任职。 （一）原核心技术人员基本情况 谌龙模先生，男，1985 年出生，中国国籍，无境外永久居留权，大专学历。 2006 年 3 月至 2007 年 1 月任职于深圳富达金五金塑胶有限公司，担任工 ...

证券代码：688260 证券简称：昀冢科技 公告编号：2025-042 苏州昀冢电子科技股份有限公司 关于召开2025年第三季度业绩说明会的公告 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： 一、说明会类型 苏州昀冢电子科技股份有限公司（以下简称"公司"）已于2025年10月31日发布 《2025年第三季度报告》。为便于广大投资者更加全面深入地了解公司经营业绩、发 展战略等情况，公司定于2025年11月10日（星期一）10:00-11:00在"价值在线" （www.ir-online.cn）举办公司2025年第三季度业绩说明会，与投资者进行沟通和交流， 广泛听取投资者的意见和建议。 二、说明会召开的时间、地点和方式 会议召开时间：2025年11月10日（星期一）10:00-11:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络互动方式 1 投 资 者 可 于 2025 年 11 月 10 日 （ 星 期 一 ） 10:00-11:00 通 过 网 址 https://e ...

证券代码：688260 证券简称：昀冢科技 公告编号：2025-041 苏州昀冢电子科技股份有限公司 关于2025年第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。 一、本次计提资产减值准备情况概述 苏州昀冢电子科技股份有限公司（以下简称"公司"）根据《企业会计准则》等 相关规定，结合公司的实际情况，为客观公允地反映公司截至2025年9月30日的财务状 况和2025年第三季度的经营成果，基于谨慎性原则，对合并报表范围内可能发生信用 及资产减值损失的有关资产计提信用及资产减值准备。 2025年第三季度公司计提各类信用减值损失及资产减值损失共计2,257.59万元，其 中计提信用减值损失141.68万元，计提资产减值损失2,115.91万元，具体如下表： 单位：人民币/万元 2025年第三季度，公司计提信用减值损失和资产减值损失共计2,257.59万元，对公 司合并报表利润总额影响2,257.59万元（合并利润总额未计算所得税影响）。 | | 项目 | 计提减值准备金额 | | --- | --- ...

Financial Performance - The company's operating revenue for the third quarter was ¥153,525,701.25, representing a year-on-year increase of 33.43%[4] - The total profit for the period was -¥61,473,853.37, with a net profit attributable to shareholders of -¥45,901,516.40[4] - The company experienced a significant decline in net profit for the year-to-date period, totaling -¥145,838,057.06, with a decrease in profitability attributed to customer structure adjustments in the consumer electronics business[4][10] - Total operating revenue for the first three quarters of 2025 was CNY 399,683,315.74, a decrease of 3.2% compared to CNY 414,014,067.60 in the same period of 2024[18] - Net loss for the first three quarters of 2025 was CNY 156,760,527.46, compared to a net loss of CNY 86,549,134.11 in the same period of 2024, representing an increase in loss of 81%[19] Research and Development - Research and development expenses amounted to ¥23,704,017.57, accounting for 15.44% of operating revenue, a decrease of 7.79 percentage points compared to the previous year[5] - Research and development expenses for the first three quarters of 2025 were CNY 73,038,846.35, down 13.1% from CNY 84,079,805.84 in the same period of 2024[18] Assets and Liabilities - Total assets at the end of the reporting period were ¥1,516,392,757.87, reflecting a decrease of 1.00% from the end of the previous year[5] - The equity attributable to shareholders decreased by 44.70% to ¥123,272,416.76 compared to the end of the previous year[5] - Total liabilities increased to CNY 1,414,204,336.40, up from CNY 1,332,925,327.24 year-over-year[16] - The company's total equity decreased to CNY 102,188,421.47 from CNY 198,724,908.20 in the previous year[16] Cash Flow and Investments - The company's cash and cash equivalents as of September 30, 2025, amount to ¥37,153,293.06, down from ¥48,500,593.22 as of December 31, 2024, reflecting a decrease of 23.5%[14] - Cash received from sales of goods and services was CNY 370,280,426.48, an increase from CNY 350,317,968.37 in the same period of 2024[21] - Net cash inflow from investment activities was -$79.31 million, a decrease from -$109.51 million year-over-year[22] - Cash inflow from financing activities totaled $456.14 million, down from $608.89 million in the previous year[22] Shareholder Information - The total number of common shareholders at the end of the reporting period is 5,213[12] - The top five shareholders hold a combined total of 47,431,020 shares, representing approximately 39.41% of total shares[12] Earnings Per Share - The basic earnings per share for the period was -¥0.3825, and diluted earnings per share was -¥0.3805[5] - The company reported a basic earnings per share of negative CNY 1.2153 for the first three quarters of 2025, compared to negative CNY 0.6643 in the same period of 2024[20] Other Financial Metrics - The weighted average return on net assets was -31.53%, a decrease of 13.48 percentage points year-on-year[5] - Non-recurring gains and losses for the period totaled ¥2,084,289.12, with government subsidies contributing ¥2,466,162.24[7] - The company experienced a significant decline in investment income, reporting a loss of CNY 4,139,129.76 compared to a gain of CNY 46,754,830.85 in the same period of 2024[18] Future Outlook - The company plans to continue focusing on the release of production capacity in its electronic ceramics business to drive future revenue growth[9] Accounting Standards - The company will not apply new accounting standards starting from 2025[23]

Core Points - Yunzhu Technology's stock increased by 5.23%, reaching a price of 33.00 CNY per share, with a trading volume of 69.26 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 3.96 billion CNY [1] - The company, Suzhou Yunzhu Electronic Technology Co., Ltd., was established on December 4, 2013, and went public on April 6, 2021. Its main business involves the research, development, production, and sales of camera optical modules (CCM) and voice coil motors (VCM), with 99.11% of revenue coming from product sales and 0.89% from other income [1] Fund Holdings - According to data, one fund under ICBC Credit Suisse holds Yunzhu Technology as a significant investment. The ICBC SSE STAR Market Comprehensive Price ETF Linked A (023725) held 249 shares in the second quarter, accounting for 0.0002% of the circulating shares, making it the second-largest holding [2] - The fund has a current scale of 206 million CNY and has achieved a return of 38.55% since its inception on April 14, 2025 [2] - The fund manager, Shi Baojiao, has been in position for 3 years and 333 days, with total assets under management of 3.34 billion CNY. The best fund return during this period was 89.92%, while the worst was -30.7% [2]

Core Insights - The consumer electronics sector experienced a decline of 1.04% on October 23, with Yunzhong Technology leading the drop [1] - The Shanghai Composite Index closed at 3922.41, up 0.22%, while the Shenzhen Component Index closed at 13025.45, also up 0.22% [1] Consumer Electronics Sector Performance - Notable gainers included: - Xinyin Electronics (Code: 301329) with a closing price of 21.85, up 9.03% and a trading volume of 133,200 shares, totaling 286 million yuan [1] - Yitian Co., Ltd. (Code: 300812) closed at 28.00, up 8.23% with a trading volume of 217,700 shares, totaling 588 million yuan [1] - Major decliners included: - Yunzhong Technology (Code: 688260) closed at 31.60, down 7.00% with a trading volume of 68,800 shares, totaling 221 million yuan [2] - Yidao Information (Code: 001314) closed at 49.68, down 3.96% with a trading volume of 66,700 shares, totaling 333 million yuan [2] Capital Flow Analysis - The consumer electronics sector saw a net outflow of 1.874 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.658 billion yuan [2] - Key stocks with significant capital flow included: - Deep Technology (Code: 000021) with a net inflow of 82.59 million yuan from institutional investors [3] - Transsion Holdings (Code: 688036) with a net inflow of 53.54 million yuan from institutional investors [3]

Market Overview - The consumer electronics sector experienced a decline of 2.04% on October 22, with Yunzhong Technology leading the drop [1] - The Shanghai Composite Index closed at 3913.76, down 0.07%, while the Shenzhen Component Index closed at 12996.61, down 0.62% [1] Stock Performance - Notable gainers in the consumer electronics sector included: - Longyang Electronics (301389) with a closing price of 60.28, up 9.50% and a trading volume of 202,500 shares, totaling 1.219 billion yuan [1] - Xinhau Optoelectronics (301051) closed at 23.74, up 7.52% with a trading volume of 137,300 shares, totaling 328 million yuan [1] - Yitian Co., Ltd. (300812) closed at 25.87, up 6.68% with a trading volume of 186,400 shares, totaling 478 million yuan [1] - Major decliners included: - Yunzhong Technology (688260) closed at 33.98, down 6.05% with a trading volume of 94,600 shares, totaling 330 million yuan [2] - Beilong Precision (301567) closed at 40.90, down 4.22% with a trading volume of 17,600 shares, totaling 72.495 million yuan [2] - Industrial Fulian (601138) closed at 65.46, down 3.74% with a trading volume of 1,671,900 shares, totaling 11.015 billion yuan [2] Capital Flow - The consumer electronics sector saw a net outflow of 2.525 billion yuan from major funds, while retail investors contributed a net inflow of 2.003 billion yuan [2][3] - Notable net inflows from retail investors included: - Lens Technology (300433) with a net inflow of 162 million yuan [3] - Longyang Electronics (301389) with a net inflow of 132 million yuan [3] - Fenda Technology (002681) with a net inflow of 72.61 million yuan [3] - Conversely, major funds showed net outflows in several stocks, including: - Lens Technology (300433) with a net outflow of 125 million yuan [3] - Longyang Electronics (301389) with a net outflow of 176 million yuan [3] - Fenda Technology (002681) with a net outflow of 5.88 million yuan [3]

Group 1 - The core point of the news is that Yunzhu Technology's stock has experienced a decline of 5.06%, with a current price of 34.34 CNY per share and a total market capitalization of 4.121 billion CNY [1] - Yunzhu Technology, established on December 4, 2013, and listed on April 6, 2021, specializes in the research, production, and sales of camera optical modules (CCM) and voice coil motors (VCM) [1] - The company's main business revenue composition is 99.11% from product sales and 0.89% from other income [1] Group 2 - From the perspective of fund holdings, one fund under ICBC Credit Suisse has a significant position in Yunzhu Technology, with 249 shares held, representing 0.0002% of the circulating shares, making it the second-largest holding [2] - The fund, ICBC SSE STAR 50 ETF Linked A (023725), has a current scale of 206 million CNY and has achieved a return of 33.32% since its inception on April 14, 2025 [2] - The fund manager, Shi Baojiao, has been in the position for 3 years and 327 days, with the total asset scale of 3.304 billion CNY, achieving a best return of 76.74% and a worst return of -30.81% during the tenure [2]

Core Viewpoint - On October 21, Yunzhu Technology (688260) closed at 36.17 yuan, reaching the daily limit with a trading volume of 2.99 billion yuan and a turnover rate of 7.48% [1] Trading Performance - The stock was listed on the Sci-Tech Innovation Board due to a price increase of 15% at the close of trading [1] - The stock experienced a price fluctuation of 20.89% throughout the day [1] Capital Flow - The total net inflow of main funds for the stock was 46.70 million yuan on that day [1] - The top five trading departments accounted for a total transaction amount of 122 million yuan, with a net buying amount of 11.33 million yuan [1] Major Trading Departments - The largest buying department was Yongxing Securities Co., Ltd. Shenzhen Branch, with a purchase amount of 17.51 million yuan [1] - The largest selling department was CITIC Securities Co., Ltd. Shanghai Branch, with a selling amount of 14.63 million yuan [1]