Key Points - Hainan Huatie's shareholder Hu Danfeng has terminated the share reduction plan and plans to increase holdings in the company with an investment of no less than 30 million yuan and no more than 50 million yuan [2] - Yonghe Co. expects a net profit increase of 447.64% to 506.85% year-on-year for Q3 2025, driven by the high demand in the refrigerant industry and product optimization [3] - Delis Co. is planning a change in company control, leading to a suspension of its stock from October 9, 2025 [4] - BYD reported September 2025 sales of 396,300 new energy vehicles, a slight decrease from 419,400 units in the same month last year, while cumulative sales for the year reached 3.26 million units, up 18.64% [5] - Chipone Technology expects Q3 2025 revenue of 1.284 billion yuan, marking a historical high for the company, with a year-on-year increase of 78.77% [7] - Chipone anticipates a significant improvement in profitability for Q3 2025, with new orders expected to reach 1.593 billion yuan, a year-on-year increase of 145.80% [8] - ST Zhengping's stock will be suspended from trading starting October 9, 2025, due to unusual stock price fluctuations [2][28] - Huanxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan [14] - Sichuan Gold won exploration rights for a gold mine in Xinjiang for 510 million yuan, indicating strong geological potential [15]

10月8日下午，芯原股份披露了2025年第三季度经营情况，公司营收、在手订单均创历史新高。 受益于AI算力发展的推动，芯原股份从登陆科创板时的"中国半导体IP第一股"成长为"AI ASIC龙头企 业"，盈利能力显著增强。 一站式芯片定制业务增长，尤其是AI ASIC业务的增长，是芯原股份单季度营收创历史新高的主要原 因。 分业务类别来看，芯原股份预计第三季度实现芯片设计业务收入4.29亿元，环比增长291.76%，同比增 长80.67%；预计实现量产业务收入6.09亿元，环比增长133.02%，同比增长158.12%；预计实现知识产权 授权使用费收入2.13亿元，环比增长14.14%，同比基本持平。 芯原股份表示，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，公司第三季度单季度收入创历史新高，盈利能力大幅提升，预计第三季度单季度亏损同 比、环比均实现大幅收窄。 值得提及的是，芯原股份已与多家大厂达成深度战略合作，在2024年年报中披露，芯原股份服务的公司 包括三星、谷歌、亚马逊、微软、百度、腾讯、阿里巴巴等企业。 AI算力订单占比65% 前三季新签订单超2024年全 ...

Performance Disclosure - Yonghe Co., Ltd. expects a year-on-year increase in net profit attributable to shareholders of 211.59% to 225.25%, with an estimated profit of 456 million to 476 million yuan for the first three quarters of 2025 [1] - Chip Original Co., Ltd. anticipates a 78.77% year-on-year increase in revenue for the third quarter of 2025, projecting a revenue of 1.284 billion yuan, marking a significant quarter-on-quarter growth of 119.74% [2] Sales Performance - BYD reported a 5.52% year-on-year decline in new energy vehicle sales in September, with sales reaching 396,300 units [3] - Seres Co., Ltd. experienced a 19.44% year-on-year increase in new energy vehicle sales in September, achieving sales of 44,700 units, with cumulative sales of 304,600 units from January to September [4] Shareholding Changes - Dihun Network's controlling shareholder, Hu Jianping, completed a 2% reduction in company shares, totaling 4.8692 million shares [5] - Ruian New Materials announced that a major shareholder plans to reduce their holdings by no more than 0.0581% of the company's total shares, equating to approximately 100,800 shares [6] - Huaxing Yuanchuang's employee stock ownership platform plans to reduce its holdings by up to 0.9% of the company's total shares, amounting to a maximum of 4 million shares [7] Risk Events - *ST Gaohong received a notice of termination of listing from the Shenzhen Stock Exchange, indicating a potential end to the company's stock trading [8] - Suihengyun A expects losses from a typhoon disaster to exceed 10% of the company's projected net profit for 2024, affecting assets in a photovoltaic project [9] - Hainan Haiyao announced that approximately 131 million shares held by a major shareholder will be subject to judicial auction, representing 98.11% of their holdings and 10.08% of the company's total shares [10]

Suspension and Resumption of Trading - Delis Co., Ltd. is planning a change in company control, leading to stock suspension [1] - Doru Pharmaceutical is also planning a change in control, with continued stock suspension [1] - Zhonghuan Environmental Protection is progressing with a change in control and will continue to be suspended [1] Share Buybacks and Equity Transfers - Huaxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan and intends to change its full name and A-share abbreviation to Huaxin Building Materials [2] - Huaxin Environmental Protection plans to repurchase shares worth between 40 million and 80 million yuan [2] - Shareholders of Dongfang Wealth, Ms. Lu Lili and Mr. Shen Yougen, plan to transfer 1.5% of the company's shares through inquiry [2] Investment Cooperation and Operational Status - Bee Assistant plans to raise no more than 980 million yuan through a private placement for projects related to cloud terminal computing power centers, IoT terminal upgrades, and SoC chip technology development [3] - Zhong Unmanned Aerial Vehicle has signed a sales contract with AVIC International for a total contract value of 615 million yuan [3] - Silis reported September sales of 44,700 new energy vehicles, a year-on-year increase of 19.44% [3] - Tianyi Co., Ltd. has become a candidate for procurement projects related to telecom Tianyi Gateway 4.0 and micro smart set-top boxes [3] - Baili Tianheng has received clinical trial approval for BL-ARC001 for late-stage solid tumor treatment [3] - Xinjiang Jiaojian plans to bid for a highway construction project worth 483 million yuan [3] - Runjian Co., Ltd. plans to bid for a land-based wind power project design and construction contract worth 1.753 billion yuan [3] - Bomaike has signed a contract for an offshore floating production storage and unloading vessel project, valued at approximately 190 to 240 million USD [3] - Binhua Co., Ltd. is investing 1.421 billion yuan in an integrated source-network-load-storage project [3] - New Asia Electronics is expanding production in response to increased demand for AI server high-speed copper cables [3] - *ST King Kong has released a restructuring plan focusing on HJT technology and plans to concentrate all production capacity in the Jiuquan area while developing AI big data services [3] Performance Changes - Chip Origin Co., Ltd. expects third-quarter revenue of 1.284 billion yuan, a record high for the company, with a quarter-on-quarter increase of 119.74% and a year-on-year increase of 78.77%, driven by growth in one-stop chip customization services [4] - Yonghe Co., Ltd. anticipates a net profit attributable to shareholders of 456 million to 476 million yuan for the first three quarters, a year-on-year increase of 211.59% to 225.25%, with an expected net profit of 185 million to 205 million yuan for the third quarter of 2025, representing a year-on-year increase of 447.64% to 506.85% [4]

Core Insights - The article highlights significant fluctuations in the market prices of silver and tin, which have impacted the stock price of Xingye Silver Tin [1] Performance - Chipone Technology expects a record high quarterly revenue of 1.284 billion yuan for Q3 [1] - Great Wall Motors reported a year-on-year sales increase of 23.29% in September [1] - Foton Motor's total vehicle sales in September grew by 6.08% year-on-year, with new energy vehicle sales increasing by 47.77% [1] - BYD experienced a year-on-year decline of 5.52% in new energy vehicle sales in September [1] - Seres saw a year-on-year sales increase of 8.33% in September [1] - BAIC Blue Valley's subsidiary reported a year-on-year sales increase of 30.15% in September [1] - Yonghe Holdings anticipates a year-on-year net profit increase of 211.59% to 225.25% for the first three quarters [1] Shareholding Changes - Huaxing Yuanchuang's shareholders plan to reduce their holdings by no more than 0.9% [1] - Ruile New Materials' shareholders intend to reduce their holdings by no more than 100,800 shares [1] Share Buybacks - Huaxin Cement plans to repurchase shares worth between 32.25 million and 64.5 million yuan [1] Contract Awards - Bomei Technology signed a contract for an offshore floating production storage and offloading vessel project, valued at approximately 190 to 240 million USD [1] - Sichuan Gold acquired exploration rights for the Kugezi-Juebei gold mine in Xinjiang [1] - Weisheng Information won projects totaling 287 million yuan, accounting for 10.45% of the company's expected revenue for 2024 [1] - Innovent Biologics' subsidiary signed a licensing agreement for the drug Orelabrutinib and two preclinical assets, with a total transaction value exceeding 2 billion USD [1] - Runjian Co. plans to bid for a land-based wind power project worth 1.753 billion yuan [1] - Xinjiang Jiaojian intends to bid for a highway construction project valued at 483 million yuan [1] Equity Changes - Delixi Holdings is planning a change in company control, leading to a stock suspension [1] - Bofei Electric plans to transfer 100% equity of its wholly-owned subsidiary Bofei New Energy [1] Other Developments - Dianguang Media holds 4.1288 million shares of Ruili Technology through Dacheng Venture Capital, representing 2.2915% of its post-issue total share capital [1] - Huaxin Cement has terminated plans for a spin-off listing of its overseas subsidiary [1] - Baili Tianheng received approval for clinical trials of BL-ARC001 for late-stage solid tumor treatment [1] - *ST Gaohong received a notice of termination of listing [1] - *ST Jianyi plans to sign an agreement to terminate the investment cooperation for the monocrystalline silicon project and deregister Jianyi Zhengyao [1]

Major Events - Delixi Co., Ltd. is planning a change in control, with stock suspension starting from October 9, 2025, for up to two trading days [1] - Sichuan Gold has won the exploration rights for the Kugez—Juebei gold mine in Xinjiang for 510 million yuan, indicating significant mining potential in a key mineral belt [1] - *ST Gaohong received a notice of termination of listing due to stock prices being below 1 yuan for 20 consecutive trading days [2] - Baili Tianheng's innovative drug BL-ARC001 has received clinical trial approval for treating advanced solid tumors, marking a significant advancement in targeted therapy [3] - Xingye Silver Tin's stock price fluctuation is attributed to significant recent price changes in its main products, silver and tin [3] Performance Overview - BAIC Blue Valley's subsidiary reported a 30.15% year-on-year increase in September sales, totaling 20,539 vehicles [4] - Seres achieved a 19.44% year-on-year increase in September sales, reaching 44,700 new energy vehicles [4] - BYD's September sales of new energy vehicles decreased by 5.52% year-on-year, totaling 396,300 vehicles, with exports of 71,256 vehicles [5] - Chipone Technology expects Q3 revenue of 1.284 billion yuan, a 119.74% increase from the previous quarter and a 78.77% increase year-on-year [5] - Yonghe Holdings anticipates a net profit increase of 448% to 507% for Q3, with projected profits of 456 million to 476 million yuan for the first three quarters [5] Major Contracts - Xinjiang Jiaojian has been awarded a 483 million yuan highway construction project [6] - Longquan Co. is a candidate for a project worth 50.76 million yuan, expected to positively impact revenue and profit [7] - Runjian Co. has secured a design and construction contract for a land-based wind power project valued at 1.753 billion yuan [8] - Innovent Biologics has signed a licensing agreement with Zenas BioPharma for the drug Obrutinib and two preclinical assets, with a total deal value exceeding 2 billion USD [8] Shareholding Changes - Huaxing Yuanchuang announced plans for its employee shareholding platforms to reduce their holdings by up to 0.9% of the company's total shares [9][10]

北京商报讯（记者 陶凤 王天逸）10月8日，芯原股份发布公告称，2025年第三季度公司预计实现营业收 入12.84亿元，单季度收入创公司历史新高，环比大幅增长119.74%，同比大幅增长78.77%，主要受一站 式芯片定制业务增长所带动。 从各业务具体表现来看，公司预计2025年第三季度实现芯片设计业务收入4.29亿元，环比增长 291.76%，同比增长80.67%；预计实现量产业务收入6.09亿元，环比增长133.02%，同比增长158.12%； 预计实现知识产权授权使用费收入2.13亿元，环比增长14.14%，同比基本持平。 ...

要点速览 芯原股份刚刚扔出了一份让市场瞠目结舌的Q3经营数据预告，各项指标几乎全面超出预期。对于那些 仍在用"半导体IP第一股"的旧标签审视这家公司的投资者来说，这份数据无疑是一次强有力的提醒：芯 原的增长引擎已经切换，AI ASIC（人工智能专用芯片）的叙事正在被数据兑现。 营收与利润：冰火两重天后的绝地反击 最引人注目的数据是营收。2025年第三季度，公司预计实现营业收入12.84亿元，这不仅是公司单季度 的历史新高，更实现了环比119.74%和同比78.77%的惊人增长。 这与公司上半年的表现形成了鲜明对比。根据背景资料，芯原股份2025年上半年归母净利润亏损扩大至 3.2亿元，第二季度营收甚至同比下滑4.8%。然而，仅仅一个季度后，公司就上演了绝地反击。这种巨 大的预期差背后，是其业务结构的质变。 公告明确指出，增长主要受"一站式芯片定制业务"带动。具体来看： 数据清晰地表明，芯原的商业模式重心已从收取前期IP授权费，成功转向了提供从设计到量产的全流程 服务，而后者的市场空间和收入体量显然要大得多。同时，公告提到"第三季度单季度亏损同比、环比 均实现大幅收窄"，这意味着营收的爆发式增长正在有效摊薄各项 ...

格隆汇10月8日丨芯原股份(688521.SH)公布2025年第三季度经营情况，2025年第三季度，公司预计实现 营业收入12.84亿元，单季度收入创公司历史新高，环比大幅增长119.74%，同比大幅增长78.77%，主要 受一站式芯片定制业务增长所带动。从各业务具体表现来看，公司预计2025年第三季度实现芯片设计业 务收入4.29亿元，环比增长291.76%，同比增长80.67%；预计实现量产业务收入6.09亿元，环比增长 133.02%，同比增长158.12%；预计实现知识产权授权使用费收入2.13亿元，环比增长14.14%，同比基本 持平。 在订单方面，公司预计2025年第三季度新签订单15.93亿元，同比大幅增长145.80%，其中AI算力相关的 订单占比约65%。公司预计2025年前三季度新签订单32.49亿元，已超过2024年全年新签订单水平。公 司在手订单已连续八个季度保持高位，预计截至2025年第三季度末在手订单金额为32.86亿元，持续创 造历史新高。公司2025年第三季度末在手订单中，一站式芯片定制业务在手订单占比近90%，且预计一 年内转化的比例约为80%，为公司未来营业收入增长提供了有 ...

证券代码：688521 证券简称：芯原股份 公告编号：2025-059 产业务收入 6.09 亿元，环比增长 133.02%，同比增长 158.12%；预计实现知识产 权授权使用费收入 2.13 亿元，环比增长 14.14%，同比基本持平。 芯原微电子（上海）股份有限公司 2025 年第三季度经营情况的自愿性披露公告 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。 重要内容提示： 经财务部门初步测算，芯原微电子（上海）股份有限公司（以下简称"公 司"）预计 2025 年第三季度实现营业收入 12.84 亿元，单季度收入创公司历史新 高，环比大幅增长 119.74%，同比大幅增长 78.77%； 公司预计 2025 年第三季度盈利能力大幅提升，第三季度单季度亏损同比、 环比均实现大幅收窄； 公司预计 2025 年第三季度新签订单 15.93 亿元，同比大幅增长 145.80%。 公司预计 2025 年前三季度新签订单 32.49 亿元，已超过 2024 年全年新签订单水 平； 公司在手订单已连续八个季度保持高位，预计截至 2 ...