| | | | | 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 | | | | (%) | | (%) | | 营业收入 | 213,103,922.74 | 10.17 | 564,496,670.62 | -6.69 | | 利润息额 | 5.767.046.67 | -73.41 | 11,879,146.78 | -88.53 | | 归属于上市公司股东的 | 12.054.303.04 | -45.41 | 28.734.289.25 | -71.40 | | 净利润 | | | | | | 归属于上市公司股东的 扣除非经常性损益的净 | | -56.81 | | | | | 7.903.199.85 | | 17.484.158.56 | -80.93 | | 利润 | | | | | | 经营活动产生的现金流 | 不适用 | 不适用 | 13,237,755.98 | -8 ...

Company Performance - Lixun Microelectronics reported Q3 revenue of approximately 564 million yuan, a year-on-year decrease of 6.69% [1] - The net profit attributable to shareholders was approximately 28.73 million yuan, down 71.4% year-on-year [1] - Basic earnings per share were 0.21 yuan, reflecting a decrease of 72% compared to the previous year [1] Market Context - As of the report, Lixun Microelectronics has a market capitalization of 5.3 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation, with technology leading the market's new "slow bull" pattern [2]

无锡力芯微电子股份有限公司 2025 年第三季度报告 证券代码：688601 证券简称：力芯微 无锡力芯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 | | | | (%) | | (%) | | 营业收入 | 213,103,922.74 | 10.17 | 564,496,670.62 | -6.69 | | 利润总额 | 5,767,046.67 | -73.41 | 11,879,146.78 | ...

Policy - The Ministry of Science and Technology emphasizes the need to strengthen the top-level design and systematic deployment of artificial intelligence during the 14th Five-Year Plan, focusing on developing new model algorithms and high-performance computing chips [1] - The Fourth Plenary Session of the Central Committee highlights the importance of cultivating and expanding emerging and future industries, aiming to build a modern industrial system and strengthen the foundation of the real economy [1] Industry Growth - In Shanghai, the manufacturing output of the three leading industries increased by 8.5% year-on-year in the first three quarters, with artificial intelligence manufacturing growing by 12.8% [2] - The total output value of strategic emerging industries in Shanghai's manufacturing sector rose by 7.3%, with the new energy industry growing by 19.6% [2] Regional Initiatives - Guangdong Province has launched an action plan to support high-quality development in manufacturing through artificial intelligence, including the establishment of an industrial model evaluation system and financial support for enterprises [3] - Zhejiang Province aims for over 90% penetration of intelligent applications by 2030, with plans to develop leading intelligent platforms and high-value scenarios [3] IPO and Financing - Domestic GPU manufacturer Muxi Co., Ltd. has received approval for its IPO, aiming to raise 3.904 billion yuan for various AI-related projects [5] - Robotics company Leju Robotics completed a 1.5 billion yuan Pre-IPO financing round, with plans for an upcoming IPO [5] - New Stone Technology announced over 600 million USD in Series D financing, led by UAE-based investors [6] - Eagle Semiconductor completed over 700 million yuan in Series B+ financing, setting a record for VCSEL startups in China [7] - Jiushi Intelligent raised 100 million USD in Series B4 financing, led by Ant Group [8] - Zhongzhi Keyi completed over 100 million yuan in Series A financing, focusing on fast imaging technology [9] - Renxin Technology raised over 100 million yuan in Series A+ financing for automotive chip production [10] - Suzhou Xien Technology completed several hundred million yuan in Pre-A+ financing, focusing on servo systems and chips [11] Market Movements - Hu Silicon Industry announced plans for a share reduction of up to 2% by its largest shareholder, the National Integrated Circuit Industry Investment Fund [12] - Tailin Micro plans to reduce its shares by up to 2% due to operational needs [13] - Lixin Micro's major shareholder intends to reduce its stake by up to 3% [14] - Yandong Micro reported a 1% reduction in shares by the National Integrated Circuit Fund [15] - Cambrian announced a specific issuance of shares to raise approximately 3.985 billion yuan [16] - Shunwei Storage is accelerating the expansion of its advanced packaging and testing center to enhance competitiveness [16]

Core Points - The controlling shareholder of Lixin Micro (688601.SH), Wuxi Yijing Investment Co., plans to reduce its stake by up to 4.01 million shares, accounting for 3% of the total share capital, potentially cashing out approximately 160 million yuan based on the current share price of 39.19 yuan per share [1][3] - As of the announcement date, Yijing Investment holds 53.84 million shares, representing 40.27% of the total share capital, all acquired before the company's initial public offering [3][4] - The planned reduction includes a maximum of 1% through centralized bidding and 2% through block trading, to be executed within three months after the announcement [3][4] Financial Performance - Lixin Micro's net profit for the years 2021 to 2024 was 159 million yuan, 146 million yuan, 201 million yuan, and 126 million yuan respectively [3] - In the first half of 2025, the company reported operating revenue of 351 million yuan, a year-on-year decrease of 14.6%, and a net profit attributable to shareholders of 16.68 million yuan, down 78.7% [3] - The company's cash flow from operations also declined by 63.3%, amounting to 25.12 million yuan [3] Industry Context - The decline in performance for the first half of 2025 is attributed to intensified industry competition and varying recovery rates in downstream market demand [4] - The company aims to focus on its power management chip business, enhancing R&D and market expansion efforts to penetrate core products in consumer electronics and emerging application fields [4] - Industry experts believe that the shareholder's reduction in stake is driven by funding needs and does not affect the company's control structure, indicating potential for long-term growth as the industry recovers and new products are introduced [4]

无锡力芯微电子股份有限公司（以下简称"公司"）首次公开发行股票募集 资金按照相关法律、法规和规范性文件的规定在银行开立了募集资金专项账户 （以下简称"专户"）。近日公司办理完成部分募集资金专户的注销手续，现将 具体情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于同意无锡力芯微电子股份有限公司首次公 开发行股票注册的批复》（证监许可[2021]1593 号）同意，公司首次公开发行人 民币普通股 1,600.00 万股，每股面值人民币 1.00 元，每股发行价格为人民币 36.48 元，本次发行募集资金总额为人民币 583,680,000.00 元，扣除不含税的发行费用 人民币 71,236,470.12 元，募集资金净额为人民币 512,443,529.88 元。上述募集资 金到位情况经容诚会计师事务所（特殊普通合伙）验证，并由其出具容诚验字 [2021]230Z0102 号《验资报告》。 根据本公司《募集资金使用管理制度》，公司对募集资金采取专户存储管理。 2021 年 6 月 23 日，公司与保荐机构、募集资金专户所在银行交通银行股份有限 公司无锡新区支行、宁波银行股份有限公司无锡新区支 ...

Core Viewpoint - The AI mobile concept sector has seen a significant increase of 3.88% as of the market close on October 24, ranking sixth among concept sectors, with 24 stocks rising, including notable gains from companies like 汇顶科技 (10.00%) and 江波龙 (16.73%) [1][2]. Market Performance - The AI mobile concept sector experienced a net inflow of 28.39 billion yuan, with 17 stocks receiving net inflows, and 7 stocks exceeding 1 billion yuan in net inflows [2][3]. - The top net inflow was from 胜宏科技, which saw a net inflow of 10.54 billion yuan, followed by 领益智造 (5.68 billion yuan) and 汇顶科技 (3.14 billion yuan) [2][3]. Stock Performance - Key performers in the AI mobile concept sector included: - 胜宏科技: +7.95% with a net inflow ratio of 5.65% [3] - 领益智造: +4.65% with a net inflow ratio of 14.57% [3] - 汇顶科技: +10.00% with a net inflow ratio of 18.86% [3] - 江波龙: +16.73% with a net inflow ratio of 3.92% [3] - 佰维存储: +10.70% with a net inflow ratio of 3.36% [3] Sector Comparison - Other notable concept sectors included: - Storage chips: +5.66% - National big fund holdings: +4.88% - AI PC: +3.99% - Advanced packaging: +3.65% [2]

Group 1 - Hu Silicon Industry plans to reduce its shareholding by up to 2%, amounting to a maximum of 54.94 million shares, during the period from November 17, 2025, to February 16, 2026 [1] - Lixin Micro intends to reduce its shareholding by up to 3%, totaling a maximum of 4.01 million shares, from November 14, 2025, to February 13, 2026 [2] - Dual Good Energy signed a contract worth $119 million with Ust-Kamenogorsk CHP LLP in Kazakhstan, representing 6.50% of its audited revenue for 2024 [3] Group 2 - Dual Good Energy plans to raise up to 1.29 billion yuan through a private placement for projects including zero-carbon intelligent manufacturing [5] - Top Cloud Agriculture's shareholders plan to reduce their holdings by up to 3.3%, with specific reductions of 1% and 2.30% from different parties [7] - Hwa Woo Co. reported a 70.84% increase in net profit for the first three quarters, with revenue reaching 994 million yuan, a 16.55% increase year-on-year [8] Group 3 - Chongde Technology's net profit increased by 19.68% in the first three quarters, with revenue of 445 million yuan, a 20.25% increase [10] - New Meixing reported a 191.95% increase in net profit for the first three quarters, with revenue of 870 million yuan, a 15.88% increase [11] - Sanxia New Materials reported a net loss of 59.85 million yuan in the first three quarters, with revenue declining by 27.29% [13] Group 4 - Wanma Co. achieved a 61.57% increase in net profit for the first three quarters, with revenue of 14.11 billion yuan, an 8.36% increase [14] - Chengdu Road and Bridge announced that 7% of its shares, totaling 52.997 million shares, will be auctioned [15] - BGI Genomics plans to jointly apply for a national science project with a total budget of 120 million yuan [17] Group 5 - Qiangbang New Materials plans to reduce its shareholding by up to 1.49%, totaling a maximum of 2.376 million shares [18] - Wanyi Technology reported a net profit of 25.76 million yuan for the first three quarters, turning a profit from a loss [20] - Zhongtai Chemical reported a net loss of 179 million yuan in the first three quarters, with revenue of 21.25 billion yuan, a 5.55% decrease [21] Group 6 - Tend Technology reported a 9.8% increase in net profit for the first three quarters, with revenue of 1.54 billion yuan, a 15.07% increase [22] - Potential Hengxin reported a net loss of 18.19 million yuan in the first three quarters, with revenue of 427 million yuan, an 18.26% increase [27] - Lichen Industrial reported a 90.85% increase in net profit for the third quarter, with revenue of 3.48 billion yuan, a 35.09% increase [29] Group 7 - Saiseng Pharmaceutical reported a 152.81% increase in net profit for the first three quarters, with revenue of 309 million yuan, a 4.41% decrease [31]

Core Viewpoint - Lixun Microelectronics (688601.SH) announced a share reduction plan by its major shareholder, Wuxi Yijing Investment Co., Ltd., due to funding needs, intending to reduce up to 4,010,781 shares, representing 3.00% of the total share capital [1] Group 1 - Wuxi Yijing Investment plans to reduce shares through centralized bidding and block trading, with a maximum of 1,336,927 shares (1.00% of total shares) via centralized bidding and 2,673,854 shares (2.00% of total shares) via block trading [1] - The reduction will occur within three months after the announcement, starting fifteen trading days post-announcement [1] - As of the last trading day before the announcement, Lixun Microelectronics' share price was 39.19 CNY, estimating the cash amount from the reduction to be approximately 157 million CNY [1] Group 2 - Wuxi Yijing Investment holds 53,833,999 shares of Lixun Microelectronics, accounting for 40.27% of the total share capital, all acquired before the IPO [2] - Lixun Microelectronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on June 28, 2021, with an issuance of 16 million shares at a price of 36.48 CNY per share [2] - The total funds raised from the IPO amounted to 583.68 million CNY, with a net amount of 512.44 million CNY after deducting issuance costs [2]

Key Points - Hang Seng Electronics has sold a total of 8.109954 million shares of Ying Shisheng A-shares [1][2] - Chuanfa Longmang's subsidiary plans to invest in a 100,000 tons/year lithium dihydrogen phosphate project [1] - Shenghui Integration's subsidiary in Vietnam has won a public system engineering project worth approximately 278 million yuan [1][2] - Jinlong Automobile intends to transfer 63.0757% of its equity in Suzhou Jinlong to the company [1][2] - Hunan Haili has completed the repurchase of 2.9996% of its shares [2] - Shengtun Mining has completed the repurchase of 1.8968% of its A-shares [1][2] - Yiwei Lithium Energy reported a net profit of 1.211 billion yuan for the third quarter, a year-on-year increase of 15.13% [1] - Lixin Micro's controlling shareholder Yijing Investment plans to reduce its stake by no more than 3.00% [1][2] - Shuangliang Energy plans to raise no more than 1.292 billion yuan through a private placement [1][2] - Kebo Da intends to issue convertible bonds to raise no more than 1.491 billion yuan [1][2]