Core Insights - He Lin Micro-Nano (688661.SH) reported its Q3 2025 results, revealing that as of October 29, 2025, 10 institutional investors held a total of 14.0526 million shares, representing 9.25% of the company's total share capital [1] - The top ten institutional investors include notable entities such as Suzhou Heyang Management Consulting Partnership, Industrial and Commercial Bank of China, and several funds managed by Ping An [1] - Compared to the previous quarter, the total holding percentage of the top ten institutional investors decreased by 1.37 percentage points [1] Fund Holdings - Among public funds, only one fund, Jin Ying Core Resource Mixed A, increased its holdings, while two funds, Jin Ying National Emerging Mixed A and Jin Ying Small and Medium Cap Selected Mixed A, reported a slight decrease in holdings [2] - Two new public funds, Guangfa CSI 2000 ETF and Penghua Hongxin Mixed A, were disclosed this quarter [2] - A total of 132 public funds were not disclosed this quarter, including Jin Ying Dividend Value Mixed A and Huashang Selected Return Mixed A [2]

Group 1 - The company reported a revenue of 679 million yuan for the first three quarters of 2025, representing a year-on-year growth of 81.77% [1] - The net profit attributable to the parent company reached 36.78 million yuan, marking a turnaround from loss to profit compared to the previous year [1] - The non-recurring net profit was 33.33 million yuan, also indicating a turnaround from loss to profit year-on-year [1] - The basic earnings per share stood at 0.2422 yuan [1]

Core Viewpoint - Helin Micro-Nano (688661.SH) reported significant growth in its third-quarter financial results, indicating strong operational performance and potential for future investment opportunities [1] Financial Performance - The company achieved a revenue of 240 million yuan in the third quarter, representing a year-on-year increase of 66.22% [1] - The net profit attributable to shareholders of the listed company was 6.0941 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 4.9843 million yuan [1] - The basic earnings per share stood at 0.0401 yuan [1]

Company Performance - Helin Micro-Nano reported a revenue of approximately 679 million yuan for the first three quarters of 2025, representing a year-on-year increase of 81.77% [1] - The net profit attributable to shareholders was 36.78 million yuan, with basic earnings per share of 0.2422 yuan [1] Market Context - As of the report, Helin Micro-Nano has a market capitalization of 7.7 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence and a new "slow bull" pattern driven by technology [2]

证券代码：688661 证券简称：和林微纳 编号：2025-050 苏州和林微纳科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： 为提升交流效率，本公司现提前向投资者征集相关问题，欢迎广大投资者于 2025 年 11 月 7 日（星期五）17:00 前将有关问题通过电子邮件的方式发送至公 司投资者关系邮箱 zqb@uigreen.com。公司将在说明会上对投资者普遍关注的问 题进行回答。 一、说明会类型 苏州和林微纳科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更加全面深入地了解公 司经营成果和财务状况等情况，本次说明会以网络文字互动形式召开，公司将针 对 2025 年第三季度的经营成果及财务指标的具体情况与投资者进行互动交流和 沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025 年 11 月 10 ...

苏州和林微纳科技股份有限公司 2025 年第三季度报告 证券代码：688661 证券简称：和林微纳 苏州和林微纳科技股份有限公司 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： 注： 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。 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：万元 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 | 23,956.74 | 66.22 | 67, ...

Group 1 - The core viewpoint of the article highlights the significant growth in revenue and net profit for the company in the third quarter and the first three quarters of the year [1] Group 2 - The company's revenue for the third quarter reached 240 million yuan, representing a year-on-year increase of 66.22% [1] - The net profit for the third quarter was 6.0941 million yuan [1] - For the first three quarters, the company's revenue totaled 679 million yuan, showing a year-on-year growth of 81.77% [1] - The net profit for the first three quarters amounted to 36.7799 million yuan [1]

Group 1 - The core point of the news is that He Lin Micro-Nano Technology Co., Ltd. experienced a decline in stock price by 5.31%, with the current share price at 47.78 yuan and a total market capitalization of 7.257 billion yuan [1] - The company, established on June 18, 2012, specializes in the research, design, production, and sales of micro-precision electronic components and devices, with its main revenue sources being precision structural parts (44.34%), semiconductor chip testing probes (32.73%), micro-shielding covers (15.36%), and others [1] - The trading volume for the stock was 145 million yuan, with a turnover rate of 1.93% [1] Group 2 - From the perspective of fund holdings, Hai Futong Fund has a significant position in He Lin Micro-Nano, with its Hai Futong CSI 2000 Enhanced Strategy ETF holding 3,300 shares, representing 0.96% of the fund's net value [2] - The fund has experienced a year-to-date return of 47.41% and a one-year return of 71.28%, ranking 718 out of 4,220 and 248 out of 3,857 respectively [2] - The fund manager, Li Ziw, has been in position for 2 years and 243 days, with the fund's total asset size at 292 million yuan [3]

Core Viewpoint - On September 30, a total of 5 listed companies experienced the lifting of restrictions on their shares, with a total market value of approximately 7.641 billion yuan [1] Summary by Category Restricted Shares Release - The companies and their respective restricted shares released are as follows: - Fantuo Shuchuang (凡拓数创) - Stock Code: 301313 - Type: Pre-issue restricted shares - Released Shares: 33.5425 million [1] - Hasanlian (哈三联) - Stock Code: 002900 - Type: Equity incentive restricted shares - Released Shares: 1.9816 million [1] - Oujing Technology (欧晶科技) - Stock Code: 001269 - Type: Pre-issue restricted shares - Released Shares: 10.9 million [1] - Bofei Electric (博菲电气) - Stock Code: 001255 - Type: Pre-issue restricted shares - Released Shares: 6 million [1] - Helin Weina (和林微纳) - Stock Code: 688661 - Type: Not specified - Released Shares: 141,200 [1]

Group 1: Market Activity - The semiconductor and intelligent manufacturing sectors in the Hong Kong capital market are experiencing significant activity, with six companies filing for IPOs, including Zhongwei Semiconductor, Jingchen Technology, and others, indicating a surge in hard-tech capital enthusiasm [1][3]. Group 2: Company Highlights - Zhongwei Semiconductor, a leader in the MCU market with a 12.6% market share, aims to raise funds to develop automotive-grade chips and AI-specific MCUs, projecting a profit of 86.47 million yuan in the first half of 2025 with a gross margin of 31.1% [3]. - Jingchen Technology, known for its chips in smart TVs and set-top boxes, has filed for an IPO with over 90% of its revenue coming from overseas, expecting a 64% increase in net profit to 819 million yuan in 2024 [4]. - Xingchen Technology, focused on security electronics, reported an 18.6% revenue increase to 1.4 billion yuan in the first half of 2025, but a 7.47% decline in net profit due to increased R&D spending and market competition [5]. - Beijing Junzheng plans to expand its automotive storage chip production and AI algorithms, with a projected 20% growth in its automotive business in 2024 [6]. - Huanlin Micro-Nano specializes in MEMS acoustic components and semiconductor testing probes, aiming to enhance its overseas business and develop next-generation probes [7]. - Youai Zhihuo, known for its mobile robots, seeks to refine its embodied intelligence technology and potentially acquire competitors to become the leading mobile operation robot company [7]. Group 3: Industry Trends - The recent IPO wave reflects a collective effort in the Chinese technology industry, with companies spanning the entire supply chain from chips to applications, aiming to address technological gaps and seize domestic substitution opportunities [8]. - The domestic MCU localization rate is currently below 20%, and high-end probes are largely imported, creating a push for companies to advance in these areas [8]. Group 4: Challenges Ahead - Zhongwei Semiconductor faces supplier concentration risks, with five suppliers accounting for 84.8% of its procurement [8]. - Jingchen Technology relies on five major customers for 66% of its revenue, posing risks if customer relationships change [8]. - The fast-paced nature of the technology industry requires significant R&D investment, with Jingchen Technology spending over 1 billion yuan annually to stay competitive [8].