芯朋微 20251028 摘要 新同威 2025 年第三季度收入 2.42 亿元，同比下降约 5%，环比大幅波 动，主要受家电市场季节性及促销影响，其中家电收入占比 60%，标准 电源和工业及车用电源分别贡献约 4,000 万元和 5,500 万元。 公司小家电业务虽受 618 促销影响三季度下滑，但仍看好市场前景，目 标维持每年 5%的增长，并积极拓展咖啡机等新品类，目前小家电芯片 年出货量约 4-5 亿颗，市场份额较高。 新同威前三季度毛利率略有上升，9 月综合毛利率达 37%，长期目标为 45%，净利润率 15%。公司计划通过缩短供应链周期，将存货周转天 数优化至 150 天，目前存货风险可控。 公司积极评估潜在并购机会，优先考虑电源和电机系统相关领域的标的， 包括数字芯片、模拟芯片、信号链芯片和模块等，期望每年至少完成一 个并购项目，但具体进度取决于目标公司规模及一致性。 四季度家电市场预计逐步恢复，但小家电市场表现或不如往年，全年销 售额目标调整为 11-12 亿元。明年将深耕家电、快充标定及工业与汽车 三大细分市场，通过扩展产品品类、核心订单及新产品发布推动增长。 Q&A 请介绍一下新同威 202 ...

资金流向方面，主力资金净流出1457.35万元，特大单买入661.19万元，占比3.01%，卖出988.39万元， 占比4.50%；大单买入4953.85万元，占比22.56%，卖出6084.01万元，占比27.71%。 芯朋微今年以来股价涨54.31%，近5个交易日涨2.00%，近20日跌2.12%，近60日涨12.23%。 10月28日，芯朋微盘中下跌2.03%，截至13:25，报65.70元/股，成交2.20亿元，换手率2.53%，总市值 86.27亿元。 资料显示，无锡芯朋微电子股份有限公司位于江苏省无锡市新吴区长江路16号芯朋大厦，成立日期2005 年12月23日，上市日期2020年7月22日，公司主营业务涉及电子元器件、集成电路及产品的研发、设 计、生产、销售及相关技术服务。主营业务收入构成为：集成电路99.60%，其他(补充)0.40%。 芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：快充概念、专精特新、华为 概念、人工智能、DeepSeek概念等。 截至9月30日，芯朋微股东户数1.92万，较上期增加24.26%；人均流通股6847股，较上期减少19.52%。 2025年 ...

芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：专精特新、快充概念、华为 概念、人工智能、DeepSeek概念等。 截至9月30日，芯朋微股东户数1.92万，较上期增加24.26%；人均流通股6847股，较上期减少19.52%。 2025年1月-9月，芯朋微实现营业收入8.77亿元，同比增长24.05%；归母净利润1.78亿元，同比增长 130.25%。 分红方面，芯朋微A股上市后累计派现2.00亿元。近三年，累计派现9864.40万元。 机构持仓方面，截止2025年9月30日，芯朋微十大流通股东中，香港中央结算有限公司位居第七大流通 股东，持股137.10万股，相比上期减少151.74万股。 责任编辑：小浪快报 10月27日，芯朋微盘中下跌2.03%，截至09:49，报66.26元/股，成交2.71亿元，换手率3.10%，总市值 87.01亿元。 资金流向方面，主力资金净流出4815.57万元，特大单买入1390.58万元，占比5.12%，卖出5284.35万 元，占比19.47%；大单买入8637.42万元，占比31.83%，卖出9559.21万元，占比35.23%。 芯朋微今年以来股 ...

Group 1: Financial Events and Policies - The 2025 Financial Street Forum Annual Meeting is taking place from October 27 to 30 in Beijing, with key speeches from the Governor of the People's Bank of China, the head of the Financial Regulatory Administration, and the Chairman of the China Securities Regulatory Commission [2][3] - The People's Bank of China will conduct a 900 billion yuan Medium-term Lending Facility (MLF) operation on October 27, with a one-year term [3][5] - The State Council's report on financial work emphasizes the need for a moderately loose monetary policy to support the real economy and create a favorable financial environment [3] Group 2: Company Earnings Reports - WuXi AppTec reported a net profit of 12.076 billion yuan for the first three quarters, a year-on-year increase of 84.84% [4] - Cambridge Technology's net profit for the first three quarters increased by 70.88% year-on-year [5] - Weicai Technology achieved a net profit of 202 million yuan for the first three quarters, marking a 226.41% year-on-year growth [5] - Guosheng Financial Holdings reported a net profit of 242 million yuan for the first three quarters, up 191.21% year-on-year [6] - Shen Shen Fang A's net profit surged by 2791.57% year-on-year for the first three quarters, reaching 14.5 million yuan [6] - Several companies, including Morning Light Biotechnology and Wen Tai Technology, reported significant year-on-year profit increases of 385.3% and 265.09%, respectively [6][12] Group 3: Company Losses and Declines - Jing Sheng Machinery reported a net profit decline of 69.56% for the first three quarters [9] - China Shenhua's net profit decreased by 10% year-on-year, amounting to 39.052 billion yuan [8] - Health Yuan and Ping An Bank experienced net profit declines of 1.83% and 3.5%, respectively, for the first three quarters [8]

公募基金方面，本期较上一季未再披露的公募基金共计228个，主要包括鹏华优选成长混合A、招商量 化精选股票发起式A、博时半导体主题混合A、鹏华动力增长混合(LOF)、广发科创板两年定开混合等。 2025年10月25日，芯朋微(688508.SH)发布2025年第三季报。截至2025年10月24日，共有5个机构投资者 披露持有芯朋微A股股份，合计持股量达631.12万股，占芯朋微总股本的4.81%。其中，机构投资者包 括华林创新投资有限公司、香港中央结算有限公司、上海睿郡资产管理有限公司-睿郡有孚1号私募证券 投资基金、国家集成电路产业投资基金股份有限公司、上海睿郡资产管理有限公司-睿郡有孚3号私募证 券投资基金，机构投资者合计持股比例达4.81%。相较于上一季度，机构持股比例合计下跌了2.35个百 分点。 ...

Growth - Ecovacs reported a net profit of 438 million yuan in Q3, a year-on-year increase of 7160.87% [1] - Shuo Bei De achieved a net profit of 17.18 million yuan in Q3, up 3052.98% year-on-year [1] - Guoxuan High-Tech's net profit reached 2.167 billion yuan in Q3, marking a 1434.42% increase year-on-year [1] - Tian'ao Electronics reported a net profit of 6.91 million yuan in Q3, up 1329.08% year-on-year [1] - Jincai Hulin's net profit for Q3 was 24.71 million yuan, an increase of 1368.35% year-on-year [1] - Sichuan Changhong reported a net profit of 507 million yuan in Q3, a year-on-year increase of 690.83% [1] - Dongfang Caifu achieved a net profit of 3.53 billion yuan in Q3, up 77.74% year-on-year [1] - Wanhua Chemical's net profit for Q3 was 3.035 billion yuan, a 3.96% increase year-on-year [1] - Zhendong Pharmaceutical reported a net profit of 12.43 million yuan in Q3, up 31.34% year-on-year [1] - Salt Lake Co. achieved a net profit of 1.988 billion yuan in Q3, marking a 113.97% increase year-on-year [1] - Jinchun Co. reported a net profit of 58.43 million yuan in Q3, up 436.14% year-on-year [1] - Chifeng Gold's net profit reached 951 million yuan in Q3, a year-on-year increase of 140.98% [1] - Dahua Technology reported a net profit of 1.06 billion yuan in Q3, up 44.12% year-on-year [1] - GoerTek achieved a net profit of 1.171 billion yuan in Q3, a 4.51% increase year-on-year [1] - Chipone Microelectronics reported a net profit of 87.34 million yuan in Q3, up 162.18% year-on-year [1] - CITIC Securities achieved a net profit of 9.44 billion yuan in Q3, marking a 51.54% increase year-on-year [1] - Luoyang Molybdenum's net profit reached 5.608 billion yuan in Q3, up 96.4% year-on-year [1] - Changan Automobile reported a net profit of 764 million yuan in Q3, a 2.13% increase year-on-year [1] - Kingood Co. achieved a net profit of 11.74 million yuan in Q3, up 1.65% year-on-year [1] - Shengxin Lithium Energy reported a net profit of 88.72 million yuan in Q3, recovering from a loss of 275 million yuan in the same period last year [1] Decline and Loss - Huace Film and TV reported a net profit of 57.61 million yuan in Q3, a year-on-year decline of 39.38% [1] - Jing Sheng Machinery reported a net profit of 262 million yuan in Q3, down 69.65% year-on-year [1] - Yuanzhu Co. achieved a net profit of 130 million yuan in Q3, a decline of 41.09% year-on-year [1] - Yongji Co. reported a net profit of 42.17 million yuan in Q3, down 15.53% year-on-year [1] - Tongwei Co. reported a net loss of 315 million yuan in Q3 [1]

Core Viewpoint - The article summarizes significant announcements from various listed companies in the Shanghai and Shenzhen stock markets, highlighting investment opportunities and financial performance. Group 1: Major Announcements - Yueda Investment has established joint ventures with China Resources Power and others to invest in offshore wind power projects, holding 20% and 30% stakes in two projects with total investments of 2 billion and 3.9 billion yuan respectively, enhancing its position in the renewable energy sector [4] - Hunan Development plans to invest 2.4 billion yuan in a photovoltaic power generation project with a capacity of 800MW, scheduled for construction from 2026 to 2029 [8] - Longjiang Power's controlling shareholder has received a loan commitment of up to 7.2 billion yuan for stock repurchase, with 2.531 billion yuan already spent on acquiring shares [9] - Huitong Co. plans to invest 81 million yuan in a high-temperature nylon and PEEK polymerization project [10] - Wiston intends to acquire a 36.7483% stake in Liangtou Technology and increase its investment, making it a subsidiary [11] Group 2: Financial Performance - Jincai Hulin reported a net profit increase of 1697.84% year-on-year for the first three quarters, despite a revenue decline of 17.32% [15] - Guoxuan High-Tech's net profit surged by 1434.42% in Q3, with a revenue increase of 20.68% [16] - Tian'ao Electronics achieved a net profit growth of 1329.08% in Q3, despite a revenue decline [18] - Morning Light Bio's net profit increased by 385.3% year-on-year for the first three quarters, despite a slight revenue decline [19] - Donggang Co. reported a net profit increase of 373.51% in Q3, driven by growth in its smart card and printing businesses [20] Group 3: Other Notable Financial Results - Xinjiang Tianye's Q3 net profit rose by 363.19%, while its revenue increased by 8.6% [21] - Jinkai Biotechnology reported a net profit growth of 339.92% in Q3, with a revenue increase of 11.27% [22] - Antong Holdings saw a net profit increase of 311.77% in Q3, with a revenue growth of 18.85% [23] - Wen Tai Technology's net profit grew by 265.09% in Q3, despite a significant revenue decline [25] - Chahua Co. reported a 240.5% increase in Q3 revenue, driven by business restructuring [27]

人民财讯10月24日电，芯朋微(688508)10月24日发布2025年三季报，公司第三季度营业收入2.41亿元， 同比下降4.97%；净利润8734.6万元，同比增长162.18%。2025年前三季度营业收入8.77亿元，同比增长 24.05%；净利润1.78亿元，同比增长130.25%；基本每股收益1.39元。公司通过"90%股份+10%现金"方 式出售芯联集成子公司芯联越州1.67%股权，90%股份对价部分，一方面增加公司账面公允价值变动收 益，另一方面极大强化公司与上游供应商芯联集成的战略合作。 ...

无锡芯朋微电子股份有限公司 2025 年第三季度报告 证券代码：688508 证券简称：芯朋微 无锡芯朋微电子股份有限公司 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。 注："本报告期"指本季度初至本季度末 3 个月期间，下同。 （二） 非经常性损益项目和金额 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 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | ...

芯朋微公告，第三季度营收为2.41亿元，同比下降4.97%；净利润为8734.6万元，同比增长162.18%。前 三季度营收为8.77亿元，同比增长24.05%；净利润为1.78亿元，同比增长130.25%。 ...