证券代码：688326 证券简称：经纬恒润 公告编号：2025-047 北京经纬恒润科技股份有限公司 关于将募集资金借款转为对全资子公司增资以实施 募投项目的公告 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。 北京经纬恒润科技股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日 召开第二届董事会第十五次会议和第二届监事会第十二次会议，审议通过了《关 于将募集资金借款转为对全资子公司增资以实施募投项目的议案》，同意将公司 对全资子公司天津经纬恒润科技有限公司（以下简称"天津经纬"）提供的人民 币 50,000.00 万元募集资金无息借款转为对天津经纬增资以实施募集资金投资项 目（以下简称"募投项目"）"经纬恒润天津新工厂"。公司保荐机构对该事项 出具了明确的核查意见，本议案无需提交公司股东会审议。具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意北京经纬恒润科技股份有限公司首次 公开发行股票注册的批复》（证监许可〔2022〕301 号），公司首次向社会公众 公开发行人民币普通股（A 股）股份 ...

证券代码：688326 证券简称：经纬恒润 公告编号：2025-046 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 容和格式符合中国证监会和上海证券交易所的各项规定，所包含的信息从各个方 面真实地反映出公司当期的经营管理和财务状况等事项；季度报告编制过程中， 未发现参与公司 2025 年第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。 综上，监事会同意《关于公司<2025 年第三季度报告>的议案》。 表决结果：同意 3 票；反对 0 票；弃权 0 票。 北京经纬恒润科技股份有限公司 关于第二届监事会第十二次会议决议的公告 本公司及监事会全体成员保证公告内容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。 一、监事会会议召开情况 北京经纬恒润科技股份有限公司（以下简称"公司"）监事 ...

中信证券股份有限公司 关于北京经纬恒润科技股份有限公司 将募集资金借款转为对全资子公司增资 以实施募投项目的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐机构"）作为北京 经纬恒润科技股份有限公司（以下简称"经纬恒润"或"公司"）首次公开发行 股票并在科创板上市及进行持续督导的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》《首次公开发行股票注册管理办法》《证券发行上市 保荐业务管理办法》《上海证券交易所科创板股票上市规则》等有关法律法规的 规定，中信证券对公司本次将募集资金借款转为对全资子公司天津经纬恒润科技 有限公司（以下简称"天津经纬"）增资以实施募投项目的事项进行了认真、审 慎的核查，具体情况如下： 一、募集资金基本情况 三、本次增资情况概述 经中国证券监督管理委员会《关于同意北京经纬恒润科技股份有限公司首次 公开发行股票注册的批复》（证监许可〔2022〕301 号），公司首次向社会公众 公开发行人民币普通股（A 股）股份 3,000.00 万股，每股发行价格 121.00 元，共 募集资金人民币 3,630,000,000.00 元，扣除不含税发行费用人民币 141,9 ...

北京经纬恒润科技股份有限公司 2025 年第三季度报告 证券代码：688326 证券简称：经纬恒润 北京经纬恒润科技股份有限公司 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、监事会及董事、监事、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 | | 年初至报告 | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 期末比上年 | | | | 减变动幅度 | | 同期增减变 | | | | (%) | | 动幅度(%) | | 营业收入 | 1,555,43 ...

Core Viewpoint - As of October 21, a total of 82 stocks in the Shanghai and Shenzhen markets have experienced net buying from major funds for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Significant Net Buying - The stock with the longest consecutive net buying days is Jianyou Co., which has seen net buying for 12 consecutive trading days [1] - Other notable stocks with significant net buying days include Jingwei Hengrun, Yongmaotai, Baihe Co., ST Chuangyi, Zhongwen Media, Renfu Pharmaceutical, Ruimaite, and Chenguang Co. [1]

Investment Rating - The report maintains an "A" rating for the automotive parts sector, indicating a positive outlook for investment in this industry [1]. Core Insights - The automotive industry is experiencing rapid growth in intelligent driving technologies, with China leading the way. The penetration rate of intelligent vehicles in China reached 57.1% in 2023 and is expected to rise to 99.7% by 2030, with a market size exceeding one trillion yuan [1][14]. - The L2 level intelligent driving solutions have become mainstream, with a year-on-year growth of 37% in 2023. The market is expected to see significant increases in the penetration of L3 and above intelligent driving solutions, outpacing global growth rates [1][14]. - Domestic chip manufacturers are gaining traction, with companies like Horizon Robotics and Black Sesame Technology leading the charge in providing high-performance chips for intelligent driving applications [2][51][70]. Summary by Sections Automotive Intelligent Driving Market - The global intelligent driving market is rapidly expanding, with China achieving a penetration rate exceeding 50%. In 2023, the sales of intelligent vehicles in China reached 12.4 million units, accounting for 57.1% of total new car sales [14]. - The market for Advanced Driver Assistance Systems (ADAS) is continuously growing, with L2 and above solutions becoming the market standard. The expected market size for L0 to L2+ solutions is projected to grow from 90.9 billion yuan in 2024 to 223.9 billion yuan by 2029, with a CAGR of 19.7% [32][33]. Domestic Chip Development - The automotive chip market is substantial, with an estimated size of 71.2 billion yuan in 2024, expected to exceed 170 billion yuan by 2030. The demand for higher chip performance is increasing due to the ongoing electrification and intelligentization of vehicles [41]. - The ADAS SoC market reached 27.5 billion yuan globally and 14.1 billion yuan in China in 2023, with a projected CAGR of 27.5% and 28.6% respectively from 2023 to 2028 [46]. Key Players and Investment Opportunities - Horizon Robotics is positioned as a leading domestic supplier of intelligent driving chips, with its products expected to cover a wide range of intelligent driving applications. The company has seen significant revenue growth, with a projected revenue of 2.384 billion yuan in 2024 [66]. - Black Sesame Technology is also a key player, focusing on high-performance chips for various intelligent driving scenarios. The company aims to expand its market share in both mid-range and high-end markets, leveraging its cost advantages [70]. Investment Recommendations - Focus on companies benefiting from the dual increase in value and penetration in the intelligent driving chip segment, such as Horizon Robotics and Black Sesame Technology [6]. - The Tier 1 segment still has room for domestic replacement, with potential for deepening customer relationships through core products like domain controllers and sensors. Key companies to watch include Desay SV, Jingwei Hirain, and Qianli Technology [6].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688326 证券简称：经纬恒润 公告编号：2025-045 北京经纬恒润科技股份有限公司 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、准确性和完整性承担法律责任。 重要内容提示： ■ 会议召开时间：2025年10月29日（星期三）17:00-18:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络及电话会议方式 三、参加人员 公司董事长、总经理：吉英存先生 公司董事、副总经理：范成建先生 公司执行副总裁：李谦先生 一、说明会类型 北京经纬恒润科技股份有限公司（以下简称"公司"）将于2025年10月29日在上海证券交易所网站 （www.sse.com.cn）披露《北京经纬恒润科技股份有限公司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10月29日（星期三）17:00-18:00 在"价值在线"（www.ir-online.cn）举办北京经纬恒润科技股份 ...

证券代码：688326 证券简称：经纬恒润 公告编号：2025-045 一、说明会类型 北京经纬恒润科技股份有限公司（以下简称"公司"）将于 2025 年 10 月 29 日在上海证券交易所网站（www.sse.com.cn）披露《北京经纬恒润科技股份有 限公司 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 10 月 29 日（星期三）17:00-18:00 在"价值在线"（www.ir-online.cn）举办北京经纬恒润科技股份有限公司 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 会议召开时间：2025 年 10 月 29 日（星期三）17:00-18:00 会议召开地点：价值在线（www.ir-online.cn） 会议召开方式：网络及电话会议方式 会议问题征集：投资者可于 2025 年 10 月 29 日 17:00 前使用微信扫描下 方二维码或通过网址 https://eseb.cn/1spU3CFvswU 在报名时进行会前提 问，公司将通过本次业绩说明会，在信息披露允许范围内就投资者普遍 ...

Market Overview - The main board led the gains with notable stocks such as Jiuqi Software (+10.03%), Xingsen Technology (+10.02%), and New Clean Energy (+10.01%) [1] - The ChiNext board saw significant increases with Changying Precision (+14.19%) and Weier High (+13.16%) [1] - The Sci-Tech Innovation board was led by Pinming Technology (+18.00%) and Hengshuo Co., Ltd. (+11.21%) [1] - Active sub-industries included SW Passive Components (+4.77%) and SW Printed Circuit Boards (+4.76%) [1] Domestic News - New Kai's subsidiary Qiyunfang launched two EDA design software with fully independent intellectual property, achieving a 30% performance improvement over industry benchmarks [1] - Advanced packaging factory K18B by Dayu Light in Kaohsiung commenced construction with a total investment of 17.6 billion NTD, expected to be completed by Q1 2028 [1] - China's Ministry of Commerce issued an export control announcement prohibiting Anshi Semiconductor and its subcontractors from exporting specific finished parts and subcomponents produced in China [1] - JD.com announced a collaboration with CATL and GAC Group to launch a new car on November 9, focusing on consumer insights and exclusive sales [1] Company Announcements - Haiguang Information reported a total operating income of 9.49 billion yuan for the first three quarters of 2025, a year-on-year increase of 54.65%, with a net profit of 1.961 billion yuan, up 28.56% [3] - Zhongke Shuguang's net profit for the first three quarters of 2025 was 955 million yuan, a 24.05% increase, attributed to optimized product structure and improved operational efficiency [3] - Tailin Micro announced an estimated operating income of approximately 766 million yuan for the first three quarters of 2025, a year-on-year increase of about 30%, with a net profit of around 140 million yuan, up 118% [3] - Yilian Network projected an operating income of 4.192 billion to 4.356 billion yuan for the first three quarters of 2025, a growth of 2%-6%, while net profit is expected to decline by 3%-8% [3] Overseas News - The semiconductor materials and equipment market is projected to reach approximately $70 billion by 2030, up from over $50 billion in 2025, with front-end materials expected to reach $56 billion [2] - Broadcom launched the industry's first Wi-Fi 8 chip solution aimed at the broadband wireless edge ecosystem, designed to meet the demands of AI-era edge networks [2] - IDC reported that global smartphone shipments reached 322.7 million units in Q3 2025, a year-on-year increase of 2.6%, driven by high-end market recovery [2] - Samsung Electronics reported an operating profit of 12.1 trillion KRW (approximately $8.5 billion) for Q3, a 31.8% year-on-year increase, with revenue growing by 8.7% [2]

Market Overview - On October 15, the software development sector rose by 1.86%, with Pinming Technology leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Top Gainers in Software Development Sector - Pinming Technology (688109) closed at 118.00, up 18.00% with a trading volume of 60,500 shares and a transaction value of 681 million [1] - Jingwei Hengrun (688326) closed at 130.00, up 10.06% with a trading volume of 23,600 shares and a transaction value of 294 million [1] - Jiuqi Software (002279) closed at 7.35, up 10.03% with a trading volume of 855,400 shares [1] - Geer Software (603232) closed at 16.39, up 10.00% with a trading volume of 198,300 shares and a transaction value of 323 million [1] - Haochen Software (688657) closed at 60.32, up 9.63% with a trading volume of 64,200 shares [1] Market Capital Flow - The software development sector saw a net inflow of 893 million from institutional investors, while retail investors experienced a net outflow of 77.85 million [2][3] - The top stocks by net inflow from institutional investors included: - Jiuqi Software (002279) with a net inflow of 241 million, accounting for 38.98% of its trading volume [3] - Geer Software (603232) with a net inflow of 116 million, accounting for 35.87% of its trading volume [3] - Four-dimensional Tushin (002405) with a net inflow of 158 million, accounting for 10.11% of its trading volume [3]