Core Insights - The company reported a revenue of 268,194,052.78 yuan for the third quarter of 2025, representing a year-on-year growth of 20.81% [1] - The net profit attributable to shareholders of the listed company was 19,070,984.03 yuan, showing a significant year-on-year increase of 88.94% [1] Financial Performance - Revenue for Q3 2025: 268,194,052.78 yuan, up 20.81% year-on-year [1] - Net profit for Q3 2025: 19,070,984.03 yuan, up 88.94% year-on-year [1]

Financial Performance - The company's operating revenue for the third quarter reached ¥268,194,052.78, representing a year-on-year increase of 20.81%[4] - The total profit for the quarter was ¥18,688,765.99, showing a significant increase of 94.01% compared to the same period last year[4] - The net profit attributable to shareholders was ¥19,070,984.03, an increase of 88.94% year-on-year[4] - The net profit after deducting non-recurring gains and losses was ¥15,679,572.69, which is a substantial increase of 205.93% compared to the previous year[4] - The basic and diluted earnings per share for the quarter were both ¥0.15, reflecting an increase of 87.50% year-on-year[5] - Total operating revenue for the first three quarters of 2025 reached ¥744,797,186.08, an increase of 16.66% compared to ¥638,093,850.20 in the same period of 2024[21] - Net profit for the first three quarters of 2025 was ¥39,246,200.64, a decrease of 9.56% from ¥43,339,969.26 in 2024[22] - Earnings per share for the first three quarters of 2025 were ¥0.36, slightly up from ¥0.35 in the same period of 2024[22] Assets and Liabilities - The total assets at the end of the quarter were ¥2,248,526,508.47, representing a 1.94% increase from the end of the previous year[5] - The total assets of the company amounted to ¥2,248,526,508.47, an increase from ¥2,205,810,186.87 in the previous year, indicating a growth of 1.93%[17] - The total liabilities of the company as of the latest report were ¥866,340,410.00, compared to ¥840,355,674.45 in the previous year, reflecting a growth of 3.57%[17] - The total current assets as of September 30, 2025, amount to RMB 1,651,109,444.81, a slight decrease from RMB 1,663,428,727.20 at the end of 2024[15] - The company's total non-current assets as of September 30, 2025, are RMB 597,417,063.66, up from RMB 542,381,459.67, indicating an increase of about 10.2%[16] Cash Flow - The net cash flow from operating activities for the year-to-date was ¥26,899,203.29, which decreased by 40.28% compared to the previous year[4] - Operating cash inflow for the first three quarters of 2025 was CNY 596,593,354.80, an increase of 15.4% compared to CNY 516,909,576.40 in the same period of 2024[23] - Net cash flow from operating activities decreased to CNY 26,899,203.29 from CNY 45,043,495.33, representing a decline of 40.2% year-over-year[23] - Cash inflow from investment activities totaled CNY 2,244,279,622.71, up from CNY 2,195,601,929.65, marking a growth of 2.2% year-over-year[24] - Net cash flow from investment activities was negative at CNY -80,319,814.00, improving from CNY -108,048,733.10 in the previous year[24] - Cash inflow from financing activities decreased to CNY 10,300,000.00 from CNY 28,200,000.00, a decline of 63.5% year-over-year[24] - Net cash flow from financing activities was CNY -29,112,082.49, slightly better than CNY -32,796,083.60 in the same period last year[24] - The ending balance of cash and cash equivalents was CNY 163,762,938.30, down from CNY 177,594,517.86 year-over-year[24] Shareholder Information - Total number of common shareholders at the end of the reporting period is 8,319[12] - The largest shareholder, Changzhou Galaxy Star Source Investment Co., Ltd., holds 31.61% of the shares, totaling 40,747,740 shares[12] - The total equity attributable to shareholders reached ¥1,347,001,371.63, an increase of 1.67% from ¥1,326,873,054.83 in the previous year[17] - The equity attributable to shareholders increased to ¥1,347,001,371.63, up by 1.52% from the previous year-end[5] - The company has not reported any significant changes in shareholder relationships or agreements during the reporting period[13] Research and Development - Research and development expenses totaled ¥15,078,020.58, accounting for 5.62% of operating revenue, a decrease of 1.17 percentage points from the previous year[5] - Research and development expenses increased to ¥46,146,770.01 in 2025, representing a rise of 15.99% from ¥39,754,021.90 in 2024[21] Inventory and Costs - The company experienced a significant improvement in inventory turnover, contributing to the reduction of stagnant inventory and subsequent asset impairment losses[9] - The company's gross profit margin for the first three quarters of 2025 was approximately 4.67%, down from 6.67% in the same period of 2024[21] - Total operating costs for the first three quarters of 2025 were ¥707,738,619.82, up 19.48% from ¥592,175,389.51 in 2024[21] - The company reported an increase in inventory from RMB 195,078,809.83 to RMB 216,632,466.95, which is an increase of approximately 11.1%[15] - Accounts payable decreased from RMB 244,846,270.30 to RMB 231,371,771.99, a reduction of about 5.5%[16] Tax and Investment Income - The company received tax refunds amounting to CNY 5,669,967.53, significantly higher than CNY 1,772,479.64 in the previous year, indicating a growth of 219.5%[23] - The company reported a decrease in investment income from joint ventures, with a loss of ¥1,538,362.28 in 2025 compared to a loss of ¥2,714,489.96 in 2024[21] - The company has not reported any net profit from the merged entity, with both current and previous periods showing a net profit of CNY 0[23]

Core Insights - The company, Galaxy Microelectronics (688689.SH), reported a revenue of 745 million yuan for the first three quarters of 2025, representing a year-on-year growth of 16.72% [1] - The net profit attributable to shareholders of the listed company was 46.29 million yuan, showing a year-on-year increase of 3.02% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 33.37 million yuan, reflecting a year-on-year growth of 22.64% [1]

Core Viewpoint - Galaxy Microelectronics (688689.SH) reported strong financial performance in Q3, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - The company achieved a revenue of 268 million yuan in Q3, representing a year-on-year increase of 20.81% [1] - Net profit attributable to shareholders reached 19.071 million yuan, marking a year-on-year growth of 88.94% [1] - The net profit excluding non-recurring gains and losses was 15.6796 million yuan, showing a substantial year-on-year increase of 205.93% [1] - Basic earnings per share stood at 0.15 yuan [1]

常州银河世纪微电子股份有限公司 2025 年第一次临时股东会 会 议 材 料 目 录 二〇二五年十一月三日 常州银河世纪微电子股份有限公司 2025 年第一次临时股东会 | 2025 | 年第一次临时股东会会议须知 | 2 | | --- | --- | --- | | 2025 | 年第一次临时股东会会议议程 | 4 | | 2025 | 年第一次临时股东会会议议案 | 6 | | | 议案一：关于取消监事会、变更注册资本、修订《公司章程》并办理工商变 | | | | 更登记的议案 | 6 | | | 议案二：关于新增及修订部分治理制度的议案 | 77 | | | 议案三：关于选举公司第四届董事会非独立董事的议案 | 78 | | | 议案四：关于选举公司第四届董事会独立董事的议案 | 79 | 1 常州银河世纪微电子股份有限公司 2025 年第一次临时股东会 常州银河世纪微电子股份有限公司 2025 年第一次临时股东会会议须知 为维护广大投资者的合法权益，保障股东在本次股东会期间依法行使权利， 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和 国证券法》（以下简称"《证券法》"）、《 ...

Core Viewpoint - The A-share semiconductor sector has experienced a significant rally, with multiple stocks reaching their daily limit up or showing substantial gains [1] Group 1: Stock Performance - Purun Co., Ltd. hit the daily limit up of 20% [1] - Shenkong Co., Ltd. increased by over 11% [1] - Huahong Technology rose by over 10% [1] - Huiding Technology reached a daily limit up of 10% [1] - Mingwei Electronics gained 9% [1] - Lianyun Technology, Jucheng Co., Ltd., and Xinxiangwei increased by over 8% [1] - Baiwei Storage and Galaxy Microelectronics rose by over 7% [1] - Beijing Junzheng and Huahai Chengke increased by over 6% [1] - Jinghe Integration, Weicet Technology, Hengsuo Co., Ltd., Jingyi Equipment, and Lanke Technology rose by over 5% [1]

Core Viewpoint - The advanced packaging index experienced a decline of 2.03% on October 22, with several component stocks showing significant drops in value [1]. Company Performance - Huada Technology saw a decrease of 5.04% [1] - Blue Arrow Electronics dropped by 4.18% [1] - Shenzhen Technology fell by 3.57% [1] - Taiji Industry declined by 3.37% [1] - Galaxy Microelectronics also decreased by 3.37% [1]

Core Viewpoint - The A-share market has seen significant gains in semiconductor stocks, with several companies reaching their daily price limits, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Yuanjie Technology hit the 20% daily limit increase [1] - Taiji Industry and Wentai Technology both reached a 10% daily limit increase [1] - Zhongwei Semiconductor rose over 9% [1] - Canxin Technology increased over 8% [1] - Companies such as Diaomicro, Jucheng Technology, and others saw gains exceeding 7% [1] - A number of other semiconductor stocks, including Hanwha Technology and Chipone Technology, experienced increases of over 5% [1]

Core Viewpoint - The semiconductor sector is experiencing significant gains, with multiple companies showing strong stock performance and increased trading volumes. Group 1: Stock Performance - Wentai Technology reached a limit up, trading at 41.71 CNY per share, with a transaction volume exceeding 6.6 billion CNY [1] - Dawi Co. also hit the limit up, while Yuanjie Technology surged over 18%, and Zhongwei Semiconductor rose over 10% [2] - Other notable gainers include Canxin Technology, Juguang Technology, and Aolaide, with substantial increases in their stock prices [2] Group 2: Monthly Revenue and Price Changes - Yuanjie Technology's current price is 491.35 CNY, reflecting an increase of 18.69% [3] - Canxin Technology's stock price is 143.48 CNY, with a rise of 10.38% [3] - Zhongwei's stock is priced at 38.20 CNY, showing a 10.15% increase [3] - Dawi Co. is trading at 21.84 CNY, up by 10.03% [3] - Juguang Technology's stock price is 153.84 CNY, with a 7.95% increase [3] - Aolaide is priced at 25.77 CNY, reflecting a 7.64% rise [3]

证券日报网讯 10月13日晚间，银河微电发布公告称，公司于2025年10月13日召开第三届董事会第二十 七次会议，审议通过《关于提名公司第四届董事会非独立董事候选人的议案》及《关于提名公司第四届 董事会独立董事候选人的议案》，同意提名杨森茂先生、刘军先生、杨骋先生为公司第四届董事会非独 立董事候选人，杨兰兰女士、沈世娟女士、王普查先生（会计专业人士）为公司第四届董事会独立董事 候选人。 （文章来源：证券日报） ...