智通财经APP讯，芯原股份(688521.SH)披露2025年第三季度报告，公司前三季度实现营收22.55亿元， 同比增长36.64%;归母净利润亏损3.47亿元;扣非净利润亏损4.37亿元;基本每股收益-0.68元。 ...

芯原股份 20251027 摘要 新元股份 2025 年第三季度营收达 12.81 亿元，创历史新高，环比增长 119.26%，同比增长 78.38%。前三季度总营收 22.55 亿元，显示出 强劲的增长势头。 公司在手订单连续 8 个季度保持高位，第三季度末达 32.86 亿元，其中 一站式芯片定制业务占比近 90%，预计未来一年转化比例约 80%，系 统厂商客户订单占比达 83.52%。 新元股份通过 IP 授权和芯片定制服务，帮助客户降低研发和运营成本， IP 授权服务毛利率高达 90%，一站式芯片定制服务毛利率约为 20%， 整体毛利率为 34%。 公司持续投入研发，拥有六大类核心处理器 IP，其中 GPU、NPU 和 VPU 贡献 70%收入。28 纳米及以下工艺节点贡献 94%收入，14 纳米 以下工艺节点贡献 81%收入，技术实力显著。 数据处理领域收入占比提升至 33.14%，同比增长 10.36 个百分点，总 体同比增幅超过 180%，表明公司在云计算相关项目领域表现突出。 小米 3 纳米芯片采用 GAA 架构，AI NPU 性能达 40 TOPS，超越微软 AI PC 标准，并应用于平板电 ...

Group 1: Kingsoft Office - Kingsoft Office reported a revenue of 1.521 billion yuan in Q3 2025, a year-on-year increase of 25.33% [1][2] - The net profit attributable to shareholders for Q3 2025 was 431 million yuan, reflecting a growth of 35.42% year-on-year [1][2] - For the first three quarters of 2025, the total revenue reached 4.178 billion yuan, up 15.21% year-on-year, while net profit was 1.178 billion yuan, an increase of 13.32% [1][2] Group 2: Ying Shi Innovation - Ying Shi Innovation achieved a revenue of 2.940 billion yuan in Q3 2025, marking a significant growth of 92.64% year-on-year [4] - The net profit attributable to shareholders for Q3 2025 was 272 million yuan, a decrease of 15.90% compared to the previous year [4][5] - For the first three quarters, the company reported a total revenue of 6.611 billion yuan, up 67.18%, while net profit was 792 million yuan, down 5.95% year-on-year [4][5] Group 3: Aier Eye Hospital - Aier Eye Hospital reported a revenue of 5.977 billion yuan in Q3 2025, a year-on-year increase of 3.83% [6][7] - The net profit attributable to shareholders for Q3 2025 was 1.064 billion yuan, reflecting a decline of 24.12% year-on-year [6][7] - For the first three quarters, the total revenue reached 17.484 billion yuan, up 7.25%, while net profit was 3.115 billion yuan, down 9.76% [6][7] Group 4: Hengrui Medicine - Hengrui Medicine reported a revenue of 7.427 billion yuan in Q3 2025, a year-on-year increase of 12.72% [8][10] - The net profit attributable to shareholders for Q3 2025 was 1.301 billion yuan, reflecting a growth of 9.53% year-on-year [8][10] - For the first three quarters, the total revenue reached 23.188 billion yuan, up 14.85%, while net profit was 5.751 billion yuan, an increase of 24.50% [8][10] Group 5: Victory Technology - Victory Technology achieved a revenue of 5.086 billion yuan in Q3 2025, marking a year-on-year increase of 78.95% [11][12] - The net profit attributable to shareholders for Q3 2025 was 1.102 billion yuan, reflecting a substantial growth of 260.52% year-on-year [11][12] - For the first three quarters, the company reported a total revenue of 14.117 billion yuan, up 83.40%, while net profit was 3.245 billion yuan, an increase of 324.38% [11][12] Group 6: Southern Airlines - Southern Airlines reported a revenue of 51.374 billion yuan in Q3 2025, a year-on-year increase of 3.01% [13][14] - The net profit attributable to shareholders for Q3 2025 was 3.840 billion yuan, reflecting a growth of 20.26% year-on-year [13][14] - For the first three quarters, the total revenue reached 137.665 billion yuan, up 2.23%, while net profit was 23.070 billion yuan, an increase of 17.40% [13][14] Group 7: Ningbo Bank - Ningbo Bank reported a revenue of 17.816 billion yuan in Q3 2025, a year-on-year increase of 9.19% [16][17] - The net profit attributable to shareholders for Q3 2025 was 7.673 billion yuan, reflecting a growth of 8.71% year-on-year [16][17] - For the first three quarters, the total revenue reached 54.976 billion yuan, up 8.32%, while net profit was 22.445 billion yuan, an increase of 8.39% [16][17] Group 8: Guizhou Moutai - Guizhou Moutai announced the resignation of Chairman Zhang Deqin due to work adjustments, with a new chairman to be elected soon [19] Group 9: Baosteel - Baosteel reported a revenue of 167.51 billion yuan in Q3 2025, a year-on-year increase of 14.29% [20][21] - The net profit attributable to shareholders for Q3 2025 was 812.45 million yuan, reflecting a return to profitability [20][21] - For the first three quarters, the total revenue reached 480.8 billion yuan, down 3.58%, while net profit was 2.33 billion yuan [20][21] Group 10: China Aluminum - China Aluminum reported a revenue of 601.24 billion yuan in Q3 2025, a year-on-year decrease of 4.66% [22][23] - The net profit attributable to shareholders for Q3 2025 was 38.01 billion yuan, reflecting a significant increase of 90.31% year-on-year [22][23] - For the first three quarters, the total revenue reached 1,765.16 billion yuan, up 1.57%, while net profit was 108.72 billion yuan, an increase of 20.65% [22][23] Group 11: Northern Rare Earth - Northern Rare Earth reported a revenue of 114.25 billion yuan in Q3 2025, a year-on-year increase of 33.32% [25][26] - The net profit attributable to shareholders for Q3 2025 was 610 million yuan, reflecting a growth of 69.48% year-on-year [25][26] - For the first three quarters, the total revenue reached 302.92 billion yuan, up 40.50%, while net profit was 1.541 billion yuan, an increase of 280.27% [25][26] Group 12: Hengli Petrochemical - Hengli Petrochemical reported a revenue of 534.96 billion yuan in Q3 2025, a year-on-year decrease of 17.98% [27] - The net profit attributable to shareholders for Q3 2025 was 19.72 billion yuan, reflecting a significant increase of 81.47% year-on-year [27] - For the first three quarters, the total revenue reached 1,573.84 billion yuan, down 11.46%, while net profit was 50.23 billion yuan, a slight decrease of 1.61% [27] Group 13: High Energy Environment - High Energy Environment is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and competitiveness [28] Group 14: Guangyun Technology - Guangyun Technology plans to acquire a 36.4652% stake in Chengdu Lingxuan Precision Machinery Co., Ltd. for 240 million yuan, gaining control over the company [29] Group 15: Zhongxin Metal - Zhongxin Metal reported a revenue of 39.807 billion yuan in Q3 2025, a year-on-year increase of 29.21% [32] - The net profit attributable to shareholders for Q3 2025 was 877 million yuan, reflecting a growth of 43.74% year-on-year [32] - For the first three quarters, the total revenue reached 1,034.64 billion yuan, up 8.84%, while net profit was 2.326 billion yuan, an increase of 35.47% [32]

芯原股份10月27日公告，2025年第三季度实现营业收入12.81亿元，同比增长78.38%；归属于上市公司 股东的净亏损2685.11万元；基本每股收益-0.05元。前三季度实现营业收入22.55亿元，同比增长 36.64%；归属于上市公司股东的净亏损3.47亿元；基本每股收益-0.68元。 ...

2025.10. 27 以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 贵州茅台：董事长张德芹因工作调整辞职 贵州省人民政府推荐陈华为董事长人选 贵州茅台公告，公司董事会于2025年10月27日收到公司董事长张德芹提交的书面辞职报告，张德芹 因工作调整，申请辞去公司董事长、董事职务及董事会下设专门委员会相应职务。根据相关规定，张 德芹的辞职自辞职报告送达董事会时生效。同日公告，根据贵州省人民政府相关文件，推荐陈华为公 司董事、董事长人选，建议张德芹不再担任公司董事长、董事职务。公司将尽快召开董事会会议、股 东大会对上述职务调整进行审议，待公司董事会会议、股东大会审议通过后生效。 孩子王：筹划发行H股股票并在香港联交所上市 孩子王公告，为深入推进公司国际化战略及海外业务布局，打造具有国际影响力的亲子家庭服务品 牌，公司拟发行H股股票并申请在香港联合交易所有限公司主板挂牌上市。截至目前，公司正积极与 相关中介机构就本次发行并上市的相关工作进行商讨，除本次董事会审议通过的相关议案外，其他关 于本次发行并上市的具体细节尚未最终确定。 邮储银行：获准筹建金融资产投资公司 注册资本为100亿元 邮储银行公 ...

格隆汇10月27日丨芯原股份(688521.SH)发布三季报，2025年前三季度实现营业总收入22.55亿元，同比 增长36.64%；归属母公司股东净利润-3.47亿元，较上年同期亏损减少4915.88万元；基本每股收益 为-0.68元。 ...

| | | 10月27日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | | 通富微电 高德红外 | 第三季度净利润同比增长95.08% 募集配套资金事项 股票停牌 | | | 贵州茅台 | 董事长张德芹辞职 贵州省人民政府推荐陈华为公司董事长人选 | | | 胜利股份 | 正筹划购买由公司控股股东及其关联方控制的燃气类相关资产并 | | | | 前三季度净利润同比增长1059% 完整装备系统总体外贸产品合同 | | | | 已完成验收交付 | | | 北方稀土 | 前三季度净利润同比增长280% 稀土产品销量增加 | | | 中国核建 | 子公司签署海阳核电5、6号机组核岛土建及安装施工工程合同 | | | 金山办公 | 第三季度净利润同比增长35.42% WPS 365业务收入同比增长 | | 今日聚焦 | | 71. 61% | | | 邮储银行 | 获准筹建中邮金融资产投资有限公司 注册资本为人民币100亿元 | | | 西部矿业 | 玉龙铜业以86.09亿元竞得茶亭铜多金属矿勘查探矿权 | | | 影石创新 | 前三季度净利润同比下降5.95% 预计 ...

今日聚焦 1、北方稀土：前三季度净利润同比增长280% 稀土产品销量增加 北方稀土发布2025年三季报，第三季度营收为114.25亿元，同比增长33.32%；净利润6.1亿元，同比增 长69.48%。前三季度营收为302.92亿元，同比增长40.50%；净利润15.41亿元，同比增长280.27%。报告 期内，公司主要产品的销售价格同比升高，销量同比增加，毛利同比增加。 2、邮储银行：获准筹建金融资产投资公司 注册资本为100亿元 邮储银行公告，近日收到国家金融监督管理总局批复，同意本行筹建中邮金融资产投资有限公司。中邮 投资注册资本为人民币100亿元，将作为邮储银行全资一级子公司进行管理。筹建完成后，邮储银行将 申请开业。设立中邮投资旨在提升综合服务能力，通过市场化债转股及股权投资试点，支持科技创新和 民营企业，助力新质生产力发展，推动高质量发展。 3、赛力斯：本次H股发行的价格最高不超过每股131.5港元 赛力斯公告，公司本次全球发售H股基础发行股数为100200000股（视乎发售量调整权及超额配售权行 使与否而定），其中，初步安排香港公开发售10020000股（可予重新分配及视乎发售量调整权行使与否 而 ...

财报显示，得益于公司近两年在手订单持续保持高位，随着订单的不断转化，公司研发资源陆续投入客 户项目，公司2025年第三季度营业收入延续了第二季度环比大幅增长的趋势，2025年第三季度实现营业 收入12.81亿元，单季度收入创公司历史新高，环比增长119.26%，同比大幅增长78.38%。 从前三季度经营情况来看，2025年前三季度，公司实现营业收入22.55亿元，同比增长36.64%。其中半 导体IP授权业务（包括知识产权授权使用费收入、特许权使用费收入）同比增长3.86%，一站式芯片定 制业务（包括芯片设计业务收入、量产业务收入）同比增长53.51%。 前三季度，公司实现境内销售收入15.23亿元，占营业收入比重为67.57%。2025年前三季度，公司来自 系统厂商、大型互联网公司、云服务提供商和车企等客户群体的收入占营业收入比重40.36%。受下游 市场需求带动，2025年前三季度公司数据处理领域的收入占营业收入比重为33.14%，占比同比提升 10.36个百分点，主要系该领域第三季度收入同比大幅增长超180%，单季度收入占比43.77%。 分业务来看，半导体IP授权业务方面，前三季度，公司实现知识产权授 ...

以下文章来源于ICCAD Expo ，作者ICCAD-Expo组委会 ICCAD Expo . 中国集成电路设计业高峰论坛暨展览会（ICCAD-Expo）作为半导体行业最具影响的风向标展会，聚集了400家EDA、IP、IC设计服务、Foundry、封测等 国内外头部企业展览。同期ICCAD年会为行业搭建合作交流的联谊平台。 在去年ICCAD-Expo上，魏少军教授分享了2024中国芯片设计业发展情况：全行业销售额约为 6460.4 亿元 人民币，其中长三角、珠三角、中西部地区的产业规模分 别为 3828.4 亿元 、 1662.1亿元 及 9 85.5亿元 ；全国营收过亿元的企业 731 家 ，比上年增加 106家 ，销售额占比全行业 87.15% 。 同时，魏教授也指出了芯片设计业可能面临 龙头增长乏力、产品结构偏中低端等问题，并针对这些 外部打压与内部挑战 给予了建设性的意见。 那么今年的中国设计业发展如何？ 产业规模、企业数量是否还在稳固增长？ EDA、IP、高端芯片等占比是否有提升？ 芯片设计企业结构如何分布？ 2025 集成电路发展论坛（成渝） 暨三十一届集成电路设计业展览会（ ICCAD-Expo ...