Core Insights - The company reported a total revenue of 921 million yuan for the first three quarters of 2025, representing a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders reached 90.06 million yuan, with a year-on-year increase of 23.05% [1] - The non-recurring net profit was 62.14 million yuan, showing a significant year-on-year growth of 141.76% [1] Revenue Growth Drivers - The growth in performance is primarily attributed to a moderate recovery in downstream demand and the continuous development of AI technology, which has increased the demand for data storage [1] - The overall shipment volume of the company's data storage main control chips has maintained growth [1] - The company's product competitiveness and brand influence have improved, leading to a continuous increase in penetration rates among downstream customers [1] Product Performance - The revenue share of higher-margin PCIe Gen4 SSD main control chips has been increasing, contributing to the overall improvement in the company's gross margin [1] - The new generation PCIe 5.08 channel main control chip has achieved scale shipments, while the latest PCIe 5.04 channel main control chip is in the critical customer verification stage [2] - The UFS 3.1 main control chip is currently undergoing verification at customer sites, with progress reported as smooth [2] Future Strategy - The company aims to continue innovation in key core technologies related to data storage main control chips and AIoT signal processing and transmission chips [3] - There is a focus on enhancing the competitiveness of SSD main control chips and increasing market share, with aspirations to become a core participant in the storage market [3] - The company is optimistic about the future development of the AIoT market and plans to expand applications in smart home and automotive electronics sectors [3]

Core Viewpoint - The company, Lianyun Technology, has announced its third-quarter performance report for 2025, ensuring the accuracy and completeness of the information disclosed [7][14]. Financial Data - The third-quarter financial report has not been audited [3]. - The report includes major accounting data and financial indicators, although specific figures are not provided in the text [3][4]. Shareholder Information - The company has confirmed the total number of ordinary shareholders and the situation of the top ten shareholders [5]. Meeting Announcement - A performance briefing will be held on October 24, 2025, from 15:00 to 16:00, via an online platform [8][10]. - Investors can submit questions before the meeting through a designated website [11]. Board Meeting - The second board meeting of Lianyun Technology was held on October 17, 2025, with all seven directors present [15]. - The board approved the third-quarter report, confirming its content as true, accurate, and complete [16][17].

Core Insights - The company reported a revenue of 921 million yuan for the first three quarters of 2025, representing a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders reached 90.06 million yuan, showing a year-on-year increase of 23.05% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.14 million yuan, which is a significant year-on-year growth of 141.76% [1] - The basic earnings per share stood at 0.20 yuan [1]

Group 1 - The core viewpoint of the article highlights the financial performance of Lianyun Technology in Q3, with a revenue of approximately 921 million yuan, reflecting a year-on-year increase of 11.59% [1] - The net profit attributable to shareholders of the listed company is around 90.06 million yuan, showing a year-on-year growth of 23.05% [1] - The basic earnings per share (EPS) is reported at 0.2 yuan [1] Group 2 - The article also discusses the market dynamics between Nongfu Spring and China Resources Beverage, indicating that Nongfu Spring's market capitalization is approximately 23 times that of China Resources Beverage [1] - It raises questions about the competitive strategies and market positioning of brands like Yibao in the bottled water sector [1]

（文章来源：证券日报） 证券日报网讯 10月17日晚间，联芸科技发布2025年第三季度报告称，2025年第三季度公司实现营业收 入311，152，965.20元，同比增长4.36%；归属于上市公司股东的净利润为33，921，693.19元，同比增 长5.93%。 ...

Core Viewpoint - 联芸科技 reported a revenue of 921 million yuan for the first three quarters, reflecting a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders reached 90.06 million yuan, marking a year-on-year increase of 23.05% [1] - The net profit after deducting non-recurring gains and losses was 62.14 million yuan, showing a significant year-on-year growth of 141.76% [1] - The basic earnings per share stood at 0.20 yuan [1] Financial Performance - Revenue for the first three quarters: 921 million yuan, up 11.59% year-on-year [1] - Net profit attributable to shareholders: 90.06 million yuan, up 23.05% year-on-year [1] - Net profit after deducting non-recurring items: 62.14 million yuan, up 141.76% year-on-year [1] - Basic earnings per share: 0.20 yuan [1]

证券代码：688449 证券简称：联芸科技 公告编号：2025-033 联芸科技（杭州）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： 一、说明会类型 联芸科技（杭州）股份有限公司（以下简称"公司"）已于 2025 年 10 月 18 日在上海证券交易所网站（www.sse.com.cn）披露《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，公司计划 于 2025 年 10 月 24 日（星期五）15:00-16:00 在"价值在线"（www.ir-online.cn） 举办联芸科技（杭州）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议。 二、说明会召开的时间、地点和方式 会议召开时间：2025 年 10 月 24 日（星期五）15:00-16:00 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 三、参加人员 董事、 ...

一、董事会会议召开情况 根据《中华人民共和国公司法》及《联芸科技（杭州）股份有限公司章程》 （以下简称"《公司章程》"）有关规定，联芸科技（杭州）股份有限公司（以下 简称"公司"）第二届董事会第三次会议于 2025 年 10 月 14 日以电子邮件发出会 议通知，会议于 2025 年 10 月 17 日在公司会议室以现场结合通讯方式召开，本 次会议由董事长方小玲女士主持。会议应到董事 7 人，实到董事 7 人，本次会议 的召集、召开符合法律法规和《公司章程》的规定。 二、董事会会议审议情况 证券代码：688449 证券简称：联芸科技 公告编号：2025-032 联芸科技（杭州）股份有限公司 第二届董事会第三次会议决议公告 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。 本议案已经公司第二届董事会审计委员会第三次会议审议通过。 特此公告。 联芸科技（杭州）股份有限公司董事会 2025 年 10 月 18 日 1 经全体与会董事认真审议和表决，形成以下决议： （一）审议通过《关于公司<2025 年第三季度报告>的议案》 董事会 ...

Group 1 - The core viewpoint of the article is that Lianyun Technology (688499.SH) reported a revenue of 921 million yuan for the first three quarters, reflecting a year-on-year growth of 11.59% [1] - The net profit attributable to shareholders of the listed company reached 90.06 million yuan, showing a year-on-year increase of 23.05% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 62.14 million yuan, which represents a significant year-on-year growth of 141.76% [1] - The basic earnings per share stood at 0.20 yuan [1]

联芸科技（杭州）股份有限公司 2025 年第三季度报告 证券代码：688449 证券简称：联芸科技 联芸科技（杭州）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 √适用 □不适用 单位:元 币种:人民币 | 非经常性损益项目 | 本期金额 | 年初至报告期末 | 说明 | | --- | --- | --- | --- | | | | 金额 | | | 非流动性资产处置损益，包括已计提 | | | | | 资产减值准备的冲销部分 | | | | | 计入当期损益的政府补助，但与公司 | | | | | 正常经营业务密切相关、符合国家政 | ...