每经AI快讯，11月3日，格科微(688728.SH)公告称，股东上海橙原科技合伙企业(有限合伙)因自身资金 需求，拟通过集中竞价交易或大宗交易方式减持其持有的公司股份不超过3094.64万股，占公司总股本 的1.19%。 ...

格科微公告，持股3094.64万股、占1.1900%的股东上海橙原因自身资金需求，拟自公告披露之日起15个 交易日后的3个月内，通过集中竞价或大宗交易方式减持不超3094.64万股，即不超过公司总股本的 1.1900%，减持期间为2025年11月25日至2026年2月24日。 ...

Core Viewpoint - The electronic ETF (515260) is experiencing fluctuations, with a slight decrease in value, but there is optimism in the sector as evidenced by significant capital inflow and strong performance from many constituent stocks [1][3]. Market Performance - The electronic sector has a total market capitalization of 107.32 trillion yuan, leading all sectors and accounting for 12.42% of the total market, an increase of nearly 3 percentage points since the beginning of the year [3]. - As of October 31, 49 out of 50 constituent stocks of the electronic ETF have reported Q3 results, with 44 companies profitable and 40 showing year-on-year net profit growth [3]. Company Performance - Notable profit increases include: - Silan Micro's net profit increased 11 times year-on-year - Geke Micro, Shenghong Technology, Cambricon, and others reported net profit growth rates of 518%, 324%, 321%, and 265% respectively [3]. Investment Outlook - Galaxy Securities emphasizes that the technology sector will be a long-term investment focus, particularly in the electronic industry driven by AI and overall valuation improvements [3]. - The ETF is positioned to benefit from trends in semiconductor equipment and materials localization, as well as infrastructure investments driven by AI demand [3]. Sector Trends - Major tech companies like Google, Meta, Microsoft, and Amazon are increasing capital expenditures, indicating a sustained trend into the next year [4]. - The demand for AI-related products, particularly in the PCB sector, is surging, with many companies experiencing strong order growth and production capacity expansion [4]. Policy Support - There is strong governmental support for the semiconductor industry, aiming for self-sufficiency, while AI is reshaping consumer electronics, enhancing user experiences [5].

Core Viewpoint - The company, Gekewei Co., Ltd., has released its quarterly report, ensuring the accuracy and completeness of the financial information presented, and confirming that there are no false records or significant omissions [2][3]. Financial Data Summary - The financial statements for the third quarter are not audited [3]. - The report period refers to the three months from the beginning to the end of the quarter [3]. - The company has a total of 29,433,743 shares held in the repurchase special securities account, accounting for 1.13% of the total share capital [4]. Shareholder Information - There are no changes reported in the top ten shareholders or the participation in the securities lending business [5][6]. - The report does not indicate any significant changes in the shareholding structure compared to the previous period [6]. Other Important Information - The company has not applied new accounting standards or interpretations that would affect the financial statements for the current year [6]. - The financial statements are prepared in Renminbi (RMB) and are unaudited [3][6].

Core Viewpoint - Gekewei, a leading supplier of CMOS image sensors and display driver chips, has shown significant growth in revenue driven by high-pixel products, despite facing challenges in profitability and debt levels [2][3][6]. Group 1: Company Overview - Gekewei was established on September 3, 2003, and went public on August 18, 2021, on the Shanghai Stock Exchange. The company specializes in the research, design, and sales of CMOS image sensors and display driver chips, with a strong technological foundation and R&D capabilities [1]. - The company is classified under the electronic - semiconductor - digital chip design sector, involving sensor and smart wearable concepts [1]. Group 2: Financial Performance - In Q3 2025, Gekewei achieved a revenue of 5.723 billion yuan, ranking 8th among 48 companies in the industry. The top competitor, OmniVision, reported 21.783 billion yuan, while the industry average was 2.912 billion yuan [2]. - The revenue breakdown shows that CMOS image sensor revenue was 2.928 billion yuan, accounting for 80.51%, while display driver chip revenue was 706 million yuan, making up 19.41% [2]. - The net profit for the same period was 50.1886 million yuan, placing the company 29th in the industry, with the top competitor reporting a net profit of 3.199 billion yuan [2]. Group 3: Financial Ratios - Gekewei's debt-to-asset ratio stood at 66.66% in Q3 2025, an increase from 65.24% year-on-year, significantly higher than the industry average of 24.46%, indicating substantial debt pressure [3]. - The gross profit margin for Q3 2025 was 20.70%, down from 23.37% year-on-year and below the industry average of 36.52%, suggesting a need for improvement in profitability [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 9.06% to 29,100, with an average holding of 86,000 circulating A-shares, up 58.14% [5]. - Notable changes among the top ten circulating shareholders include an increase in holdings by Hong Kong Central Clearing Limited and the entry of new shareholders like 华夏科创50ETF联接A [5]. Group 5: Business Highlights - Gekewei's revenue for H1 2025 reached 3.636 billion yuan, a year-on-year increase of 30.33%, with Q2 revenue hitting a record high since its IPO [6][7]. - The company is transitioning to a Fab-lite operational model, enhancing product competitiveness, and focusing on high-pixel products, with plans to reduce lower pixel offerings [6]. - The company is expanding its product matrix in non-mobile sectors and actively developing automotive front-end chips [7].

Core Insights - The company, GeKowei (688728.SH), reported a revenue of 5.723 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 25.66% [1] - The net profit attributable to shareholders reached 50.19 million yuan, showing a significant year-on-year increase of 518.75% [1] - The company reported a non-recurring net profit loss of 6.52 million yuan, with basic earnings per share at 0.02 yuan [1] Financial Performance - Revenue for the first three quarters: 5.723 billion yuan, up 25.66% year-on-year [1] - Net profit attributable to shareholders: 50.19 million yuan, up 518.75% year-on-year [1] - Non-recurring net profit: loss of 6.52 million yuan [1] - Basic earnings per share: 0.02 yuan [1]

Group 1 - The core point of the article is that GeKong Microelectronics reported significant growth in its financial performance for the first three quarters of 2025, with a notable increase in both revenue and net profit [2] - The company achieved a total operating revenue of 5,722,579,132 yuan, representing a year-on-year growth of 25.66% [2] - The net profit attributable to shareholders of the listed company reached 50,188,645 yuan, showing a remarkable year-on-year increase of 518.75% [2]

格隆汇10月30日丨格科微(688728.SH)公布2025年第三季度报告，营业收入为20.86亿元，同比上升 18.27%；归属于上市公司股东的净利润为2042.67万元；归属于上市公司股东的扣除非经常性损益的净 利润为842.95万元。 ...

格科微有限公司 2025 年第三季度报告 单位：元 币种：人民币 证券代码：688728 证券简称：格科微 格科微有限公司 2025 年第三季度报告 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。 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。 第三季度财务报表是否经审计 □是 √否 重要内容提示： 一、主要财务数据 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。 （一） 主要会计数据和财务指标 | | | 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 | 2,086,238,027 | 18.27 | 5,722,579,132 | 25 ...

GalaxyCore Inc. 信息披露管理办法 GalaxyCore Inc. （格科微有限公司） 信息披露管理办法 GalaxyCore Inc. 信息披露管理办法 $$\Xi{\bf{\cal{O}}}\,{\bf{\cal{-}}}\,\Xi{\bf{\cal{H}}}\,\nexists\,+\,\Xi$$ | 第二章 | 信息披露基本原则和一般规定 3 | | | --- | --- | --- | | 第三章 | 信息披露内容及标准 4 | | | 第四章 | 信息传递、审核及披露流程 7 | | | 第五章 | 信息披露事务管理部门及其负责人的职责 8 | | | 第六章 | 董事和董事会及高级管理人员的职责 8 | | | 第七章 | 公司各部门和子公司的信息披露事务管理和报告制度 | 9 | | 第八章 | 股东、实际控制人的信息问询、披露和管理制度 10 | | | 第九章 | 信息保密 | 10 | | 第十章 | 财务管理和会计核算的内部控制及监督机制 11 | | | 第十一章 | 档案保管 | 11 | | 第十二章 | 责任追究机制以及对违规人员的处理措施 12 | | | 第 ...