投资者提问： 尊敬的投资者，您好！ CPU Socket 作为公司高速连接器领域的核心产品，已经通过Intel认证，并根据 市场和客户需求不断进行技术升级，持续拓展客户，业务规模不断扩大，同时具有良好的盈利水平，市 场竞争优势明显，为中高端连接器国产化替代进程贡献了自身的力量。相关具体业务情况请关注公司公 开披露信息，敬请广大投资者注意投资风险。 谢谢！查看更多董秘问答>> 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(得润电子SZ002055)： 得润电子（维权）通过多年攻坚，不仅成为全球仅有的四家能量产CPU Socket 的连接器企业之一，更 是拿下国内唯一的英特尔认证的CPU socket的厂商资质，打破了国外连接器企业的CPU Socket技术封 锁，这个消息是不是属实？现在CPU Socket产品产能多少？营业收入多少？都供应给哪些企业？ ...

每经AI快讯，有投资者在投资者互动平台提问：现在CPU Socket产品产能多少？营业收入多少？都供应 给哪些企业？ 得润电子（002055.SZ）11月4日在投资者互动平台表示， CPU Socket 作为公司高速连接器领域的核心 产品，已经通过Intel认证，并根据市场和客户需求不断进行技术升级，持续拓展客户，业务规模不断扩 大，同时具有良好的盈利水平，市场竞争优势明显。 （记者 王瀚黎） ...

Core Insights - The consumer electronics industry is experiencing growth driven by AI innovations in hardware upgrades such as heat dissipation, battery, and fast charging, leading to increased gross margins for related listed companies [1][5] Company Performance - Lianyi Zhizao (002600) reported a revenue of 37.59 billion yuan for the first three quarters of the year, a year-on-year increase of 19.25%, and a net profit of 1.941 billion yuan, up 37.66% [1] - In Q3 2025, Lianyi Zhizao achieved a revenue of 13.965 billion yuan, a 12.91% increase year-on-year, with a net profit of 1.012 billion yuan, up 39.28% [1] - The gross margin for Lianyi Zhizao reached 19.2% in Q3 2025, compared to 17.2% in the same period last year, with a year-on-year increase of 13.27 percentage points in the first half of the year [1] - Luxshare Precision (002475) reported a gross margin of 12.84% in Q3 2025, up from 11.75% year-on-year, and a gross margin of 12.15% for the first three quarters, compared to 11.72% last year [2] - Derun Electronics (002055) achieved a gross margin of 22.9% in Q3 2025, significantly up from 12.52% year-on-year, with a gross margin of 21.73% for the first three quarters, compared to 15.39% last year [2] - Lens Technology (300433) reported a net profit of 1.7 billion yuan in Q3, a year-on-year increase of 12.62%, and anticipates significant revenue from humanoid robots and quadruped robotic dogs in 2025 [3] Industry Trends - The consumer electronics sector is undergoing a transformation towards AI-enabled smart devices, with increasing demand for high-precision, miniaturized, and multifunctional components [2] - The expansion of the AI server market and the delivery of AI cabinet products for large-scale data centers are driving revenue growth for companies like Industrial Fulian (601138) [4] - Industrial Fulian reported a revenue of 243.172 billion yuan in Q3 2025, a 42.81% year-on-year increase, with a net profit exceeding 10 billion yuan for the first time, reaching 10.373 billion yuan, up 62.04% [5] - The consumer electronics industry is expected to continue evolving towards smart, ecological, and sustainable development, with AI as a core driving force [5]

Core Viewpoint - The company has released its third-quarter financial report for 2025, highlighting significant changes in various financial metrics and the impact of divestitures on its financial performance [3][11]. Financial Data Summary - Cash and cash equivalents increased by 205% compared to the beginning of the year, rising by 162.83 million yuan, primarily due to the receipt of funds from the transfer of equity in a subsidiary [4]. - Trading financial assets grew by 49.37%, an increase of 1.062 million yuan, influenced by the fair value changes of the company's holdings in Zhongtai Automobile [5]. - Receivables financing rose by 105.80%, increasing by 51.05 million yuan, attributed to higher income from bill settlements [5]. - Other receivables decreased by 48.10%, down by 87.43 million yuan, mainly due to the recovery of certain amounts and increased provisions for bad debts [5]. - Long-term equity investments increased by 64.90%, up by 133.37 million yuan, as a result of debt restructuring involving customer receivables [5]. - Other non-current financial assets decreased by 93.63%, down by 149.90 million yuan, due to the transfer of equity in a subsidiary [5]. - Construction in progress declined by 37.67%, a reduction of 28.70 million yuan, as projects were completed and reclassified as fixed assets [5]. - Contract liabilities fell by 65.93%, down by 9.61 million yuan, due to the settlement of advance payments [5]. - Other current liabilities surged by 4,254.21%, increasing by 32.95 million yuan, primarily due to new borrowings from non-financial institutions [5]. - Management expenses decreased by 43.17%, down by 195.36 million yuan, as a result of the exclusion of the former subsidiary Meta from the consolidated financial statements [5]. - Income tax expenses increased by 61.70%, up by 12.61 million yuan, reflecting higher profits [6]. - Net cash flow from operating activities decreased by 971.61%, down by 437.32 million yuan, mainly due to the exclusion of Meta and changes in settlement methods [6]. - Net cash flow from investing activities increased by 213.91%, up by 161.29 million yuan, influenced by the exclusion of Meta [6]. - Net cash flow from financing activities rose by 777.66%, increasing by 510.23 million yuan, due to increased borrowings [6]. Shareholder Information - The company approved the transfer of 42% equity in a subsidiary for 398.55 million yuan, which will no longer be included in the consolidated financial statements [6][7]. - The first installment of 164 million yuan was received in March 2023, with subsequent payments scheduled for 2024 and 2025 [7].

Core Viewpoint - The company reported a decline in revenue for the first three quarters of 2025, while net profit showed significant growth compared to the previous year [1] Financial Performance - The company achieved an operating revenue of 3.267 billion yuan, representing a year-on-year decrease of 15.70% [1] - The net profit attributable to shareholders reached 72.5314 million yuan, reflecting a year-on-year increase of 157.68% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 50.935 million yuan, which is a year-on-year increase of 133.92% [1]

Core Viewpoint - The company reported a decline in revenue for the first three quarters of 2025, while net profit showed significant growth compared to the previous year [1] Financial Performance - The company achieved an operating income of 3.267 billion yuan, representing a year-on-year decrease of 15.70% [1] - The net profit attributable to shareholders reached 72.5314 million yuan, reflecting a year-on-year increase of 157.68% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 50.935 million yuan, which is a year-on-year increase of 133.92% [1]

Group 1 - The core point of the article is that Derun Electronics (SZ 002055) announced the convening of its 19th board meeting on October 29, 2025, to review the Q3 2025 report and other documents [1] - For the first half of 2025, Derun Electronics reported that its revenue composition was entirely from the electronic device manufacturing industry, accounting for 100.0% [1] - As of the report date, Derun Electronics has a market capitalization of 4.4 billion yuan [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with technology leading the market's transformation into a "slow bull" new pattern [1]

Group 1 - The core viewpoint of the news is that 德润电子 (DeRun Electronics) reported a decline in revenue for the first three quarters of 2025, while net profit saw a significant increase [1] - For the first three quarters of 2025, the company's revenue was approximately 3.267 billion yuan, a year-on-year decrease of 15.7% [1] - The net profit attributable to shareholders was approximately 72.53 million yuan, reflecting a year-on-year increase of 157.68% [1] - The basic earnings per share were reported at 0.12 yuan, which is an increase of 157.69% year-on-year [1] Group 2 - As of the report, the market capitalization of 德润电子 is 4.4 billion yuan [2] - The A-share market has surpassed 4000 points, indicating a significant market resurgence after a decade of stagnation, with a new "slow bull" market pattern emerging [2]

证券代码：002055 证券简称：得润电子 公告编号：2025-078 深圳市得润电子股份有限公司 第八届董事会第十九次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、误导性 陈述或重大遗漏。 《公司 2025 年第三季度报告》全文详见信息披露网站（www.cninfo.com.cn）和《证券时报》、 《上海证券报》。 此项议案经公司董事会审计委员会审议通过后提交董事会审议。 表决结果：9 票同意，0 票反对，0 票弃权。 三、备查文件 1．公司第八届董事会第十九次会议决议； 2．公司董事会审计委员会二〇二五年第四次会议决议。 特此公告。 一、董事会会议召开情况 深圳市得润电子股份有限公司（以下简称"公司"）第八届董事会第十九次会议于 2025 年 10 月 23 日以邮件和书面方式发出，2025 年 10 月 29 日在公司会议室以现场及通讯表决方式召开（其中董 事陈骏德先生、廖映红女士 2 人以通讯表决方式出席会议）。应出席会议的董事九人，实际出席会议 的董事九人。会议由董事长邱扬先生主持，公司高级管理人员列席了会议。会议的召集、召开符合 《公司法》及《公司章程》的有 ...

Core Insights - The company reported a third-quarter revenue of 1.15 billion yuan, representing a year-on-year decline of 3.84% [1] - The net profit for the third quarter was 20.469 million yuan, showing a significant year-on-year increase of 165.89% [1] - For the first three quarters, the total revenue was 3.267 billion yuan, which is a year-on-year decrease of 15.70% [1] - The net profit for the first three quarters reached 72.5314 million yuan, reflecting a year-on-year growth of 157.68% [1]