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美芯晟(688458):3Q2025业绩显著增长,新产品加速放量
CAITONG SECURITIES· 2025-10-22 06:54
3Q2025 业绩显著增长,新产品加速放量 美芯晟(688458) 证券研究报告 半导体 / 公司点评 / 2025.10.22 投资评级:增持(维持) | 基本数据 | 2025-10-21 | | --- | --- | | 收盘价(元) | 43.80 | | 流通股本(亿股) | 0.85 | | 每股净资产(元) | 16.60 | | 总股本(亿股) | 1.12 | 最近 12 月市场表现 -14% 1% 17% 33% 48% 64% 美芯晟 沪深300 上证指数 半导体 分析师 张益敏 SAC 证书编号:S0160522070002 zhangym02@ctsec.com 分析师 王矗 SAC 证书编号:S0160524090001 wangchu01@ctsec.com 相关报告 1. 《1H2025 收入稳健增长,新兴业务驱动 扭亏为盈》 2025-08-26 2. 《无线充电领军,光感驱动增长 》 2025-05-29 核心观点 盈利预测 | [币种Table_FinchinaSimple] (人民币) | 2023A | 2024A | 2025E | 2026E | 2027E | ...
美芯晟前三季度盈利能力稳步提升 新兴赛道储备未来动能
Zheng Quan Ri Bao Zhi Sheng· 2025-10-22 04:15
本报记者许林艳 10月21日,美芯晟科技(北京)股份有限公司(以下简称"美芯晟")发布2025年第三季度报告。公告显 示,前三季度美芯晟实现销售收入4.22亿元,同比增长46.47%;归属于上市公司股东的净利润达 1031.98万元,同比扭亏。受益于收入规模扩大与毛利率优化的双重助力,公司第三季度销售收入同比 增速提升至66.31%。这一态势充分印证了战略调整与产品升级的显著成效。 无线充电与信号链两大核心产品线在三季度持续为营收提供稳固支撑,成为公司业绩增长的核心驱动 力。前三季度两大产品线合计贡献营收2.99亿元,同比实现111.01%的高增幅;营收占比亦进一步攀升 至70.96%,较上年同期提升21.70个百分点,高价值领域导向下的产品结构优化趋势显著增强。 盈利能力同步受益于产品升级,随着高毛利新品的持续推出与营收占比提升,公司第三季度综合毛利率 达34.34%,同比提升10.79个百分点,盈利水平实现稳步增长。 未来,信号链板块将持续释放高速增长潜力。一方面,公司将不断完善ToF系列产品矩阵,重点发展多 点ToF(飞行时间测距法),并积极向AI sensor(人工智能传感器)等领域拓展技术边界、加速 ...
220家公司公布三季报 32家业绩增幅翻倍
Zheng Quan Shi Bao Wang· 2025-10-22 03:09
证券时报·数据宝统计,截至10月22日,有220家公司公布2025年三季报,其中147家净利润同比增长, 73家同比下降,155家营业收入同比增长,65家同比下降,净利润和营业收入同时增长的公司有新强联 等125家,利润收入均下降的有西部建设等43家,业绩增幅翻倍的公司有32家,其中新强联增幅最大, 达1939.50%。(数据宝) 已公布三季报公司净利润增幅排名 | 代码 | 简称 | 每股收益 | 净利润(万 | 净利润同比 | 营业收入(万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | (元) | 元) | (%) | 元) | (%) | | 300850 | 新强联 | 1.7800 | 66384.29 | 1939.50 | 361792.49 | 84.10 | | 002741 | 光华科 技 | 0.1944 | 9039.34 | 1233.70 | 204433.57 | 11.50 | | 300972 | 万辰集 团 | 4.6840 | 85497.84 | 917.04 | 3656231.05 | 77 ...
美芯晟20251021
2025-10-21 15:00
Summary of Conference Call for Meixinsheng Company Company Overview - Meixinsheng Company reported a significant net profit growth of 132% year-on-year for the first three quarters of 2025, driven by rapid new product uptake, market expansion, and increased customer demand [2][3]. Key Financial Highlights - Total sales revenue reached 421 million yuan, a year-on-year increase of 46.47%, with Q3 sales growing by 66.31% [3]. - Net profit attributable to shareholders was 10.32 million yuan, with Q3 net profit also increasing by 132.74% year-on-year and 297.76% quarter-on-quarter [3]. Product Line Performance - Wireless charging and signal chain product lines generated combined revenue of 299 million yuan, accounting for 70.96% of total revenue, with a year-on-year growth of 111% [2][3]. - SOC business sales reached 188 million yuan, while signal chain sales were approximately 120 million yuan [5]. Future Product Development - The company plans to launch new products in AI sensors, robotics, and automotive-grade products, with expectations for significant growth in the consumer electronics sector in Q1 2026 [2][5]. - New products in the signal chain segment are anticipated to provide exponential growth opportunities [2][5]. AI Sensor Technology - AI sensors integrate RGB, DVS, and TOF technologies, applicable in gesture recognition, dynamic range enhancement, and rapid image capture, with extensive use in AR/VR applications [6]. Gross Margin Improvement - Gross margin improvements are attributed to the development of high-margin new products, including wireless charging and signal chain expansions [7]. - The company expects further increases in sales volume from mature chips in 2026, leading to a significant rise in the signal chain business's share [7]. Supply Chain and Localization - The company is advancing supply chain localization to ensure supply security and meet domestic customer demands, focusing on enhancing product functionality and performance rather than solely relying on localization for margin improvement [10]. TOF Technology Development - TOF technology is under active development, with plans for market introduction by the end of 2026, requiring specialized IC system support [9]. Market Expansion and Applications - The company is expanding its optical chip market, with applications in robotics and automotive sectors, including distance detection for various robotic applications [8][18]. - The company is also focusing on the development of magnetic sensors, which are expected to complement optical sensors in various applications [17]. Strategic Outlook - The company aims to achieve significant growth in the sensor market over the next few years, with a focus on new product launches in power management and fast charging solutions [19]. - Future revenue growth is expected to come from consumer electronics, robotics, and electric vehicle-related businesses [25][26]. Investment and Acquisition Plans - The company is considering investments and acquisitions, particularly in early-stage projects that can provide strategic synergies, focusing on sectors like mobile, automotive, and robotics [25]. Conclusion - Meixinsheng Company is positioned for substantial growth driven by innovative product development, market expansion, and strategic investments in emerging technologies and sectors [26].
美芯晟第三季度净利同比增长132.74% AI端侧+机器人赛道放量
Zhong Zheng Wang· 2025-10-21 06:09
公司前三季度业绩呈阶梯式增长,整体实现销售收入42157.73万元,同比增长46.47%,其中第三季度单 季销售收入同比增速进一步攀升至66.31%,新产品大规模出货的拉动效应持续凸显。 同时,AR/AI眼镜领域产品也进入头部客户供应链,伴随下游需求释放有望快速放量,新兴业务高附加 值特性进一步增厚利润。 公司盈利端表现亮眼,前三季度归属于上市公司所有者的净利润达1031.98万元,同比增长132%,实现 规模与利润同步增长。得益于高毛利产品的持续推出,第三季度综合毛利率同比提升10.79个百分点, 伴随着高毛利产品持续放量及新兴应用加速拓展,盈利韧性凸显。同时,公司在保持研发投入的基础上 持续推出新品,推动销售业绩不断提升并提高人效,第三季度费用率同比下降25.20个百分点。 美芯晟介绍,公司后续将持续聚焦机器人与AI/VR赛道,完善从智能感知、机器视觉到影像技术的产品 布局。美芯晟此前在交易所互动平台中称,传感器在灵巧手上用于检测手势动作和关节运动,主要依赖 微电机与磁传感器的配合,公司正密切关注磁传感领域的前沿发展趋势,并积极布局和储备关键技术。 转自:中国证券报·中证网 同时,公司产品结构也在持续优化 ...
140家公司公布三季报 24家业绩增幅翻倍





Zheng Quan Shi Bao Wang· 2025-10-21 02:58
(文章来源:证券时报网) 证券时报·数据宝统计,截至10月21日,有140家公司公布2025年三季报,其中103家净利润同比增长, 37家同比下降,101家营业收入同比增长,39家同比下降,净利润和营业收入同时增长的公司有光华科 技等85家,利润收入均下降的有容百科技等21家,业绩增幅翻倍的公司有24家,其中光华科技增幅最 大,达1233.70%。(数据宝) | 688668 | 鼎通科 | 1.2700 | 17657.20 | 125.39 | 115619.72 | 64.45 | | --- | --- | --- | --- | --- | --- | --- | | | 技 | | | | | | | 300690 | 双一科 | 0.8700 | 14453.71 | 125.25 | 72993.19 | 15.41 | | | 技 | | | | | | | 000633 | 合金投 | 0.0188 | 725.81 | 124.87 | 22980.72 | 54.61 | | | 资 | | | | | | | 300221 | 银禧科 | 0.1853 | 8471.41 | 116 ...
利好来了,A股公司密集公告
Zheng Quan Shi Bao· 2025-10-20 13:39
Core Insights - A-share companies have reported significant profit growth for the third quarter, with notable increases in net profits for several firms, indicating a positive trend in the market [1][2]. Group 1: Company Performance - Dazhu CNC reported a 142.19% year-on-year increase in net profit for the first three quarters, with revenue reaching 39.02 billion yuan, a 66.53% increase [3][4]. - Jinyi Yongci achieved a net profit growth of 220.39% year-on-year, with revenue of 37.86 billion yuan, reflecting a 12.04% increase [4]. - Jinli Permanent Magnet's revenue for the first three quarters was 5.15 billion yuan, a 161.81% increase in net profit, driven by strong sales in the new energy vehicle sector [3][4]. - Keda Xunfei reported a net profit of 1.72 billion yuan for the third quarter, marking a 202.4% increase year-on-year, despite an overall loss for the first three quarters [5]. Group 2: Market Trends - The demand for high-technology equipment in the AI PCB market is increasing, leading to a rise in sales for companies like Dazhu CNC [4]. - The price of third-generation refrigerants has risen, contributing to increased profit margins for Yonghe Shares [4]. - The overall shipbuilding industry is experiencing a positive development trend, with China Shipbuilding expecting a net profit increase of 104.30% to 126.39% year-on-year [6][7]. Group 3: Strategic Partnerships - Ningde Times has entered into strategic partnerships with JD Group and Dongfeng Commercial Vehicle to enhance collaboration in electric vehicle technology and supply chain management [9][10].
美芯晟(688458.SH)发布前三季度业绩,归母净利润1032万元,同比增长132%
智通财经网· 2025-10-20 10:31
美芯晟(688458.SH)披露2025年第三季度报告,公司前三季度实现营收4.22亿元,同比增长46.47%;归属 于上市公司股东的净利润1032万元,同比增长132%;扣非净利润亏损310万元;基本每股收益0.09元。 ...
美芯晟(688458) - 第二届董事会第六次会议决议公告
2025-10-20 10:15
证券代码:688458 证券简称:美芯晟 公告编号:2025-052 美芯晟科技(北京)股份有限公司 第二届董事会第六次会议决议的公告 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、董事会会议召开情况 美芯晟科技(北京)股份有限公司(以下简称"公司")第二届董事会第六 次会议的会议通知于 2025 年 10 月 15 日以电子邮件方式向全体董事发出,会议 于 2025 年 10 月 20 日在公司会议室以现场结合线上通讯的方式召开。会议应出 席董事 7 人,实际出席会议董事 7 人,全体董事均出席会议,公司高级管理人员 列席本次会议。 本次会议由董事会召集人董事长程宝洪先生(Mr. CHENG BAOHONG)主 持,会议召集和召开程序符合《中华人民共和国公司法》等相关法律法规和《美 芯晟科技(北京)股份有限公司章程》规定。 二、董事会会议审议情况 与会董事认真审议了议案,经与会董事充分讨论,会议决议如下: (一)审议通过《关于公司<2025 年第三季度报告>的议案》 公司 2025 年第三季度报告的编制和审核程序符 ...
美芯晟(688458.SH):前三季度净利润1031.98万元,同比增长132.00%
Ge Long Hui A P P· 2025-10-20 10:15
格隆汇10月20日丨美芯晟(688458.SH)公布,公司前三季度营业收入4.22亿元,同比增长46.47%;归属 于上市公司股东的净利润1031.98万元,同比增长132.00%;归属于上市公司股东的扣除非经常性损益的 净利润-310.39万元;基本每股收益0.09元。 ...