智通财经APP讯，水晶光电(002273.SZ)发布2025年三季度报告，前三季度，公司实现营业收入51.23亿 元，同比增长8.78%。归属于上市公司股东的净利润9.83亿元，同比增长14.13%。归属于上市公司股东 的扣除非经常性损益的净利润9.26亿元，同比增长11.50%。 ...

每经AI快讯，水晶光电（SZ 002273，收盘价：25.39元）10月27日晚间发布公告称，公司第七届第四次 董事会会议于2025年10月27日以通讯表决的方式召开。会议审议了《关于开展外汇衍生品套期保值交易 业务的议案》等文件。 （记者 贾运可） 2025年1至6月份，水晶光电的营业收入构成为：光学光电子行业占比92.2%，反光材料行业占比 6.21%，其他业务占比1.6%。 截至发稿，水晶光电市值为353亿元。 每经头条（nbdtoutiao）——拉1人入伙返1500元，投10万元成亿万富翁？这家公司大肆宣传将房产海外 代币化，有交了钱的人称是"牙签撬动地球" ...

Group 1: Kingsoft Office - Kingsoft Office reported a revenue of 1.521 billion yuan in Q3 2025, a year-on-year increase of 25.33% [1][2] - The net profit attributable to shareholders for Q3 2025 was 431 million yuan, reflecting a growth of 35.42% year-on-year [1][2] - For the first three quarters of 2025, the total revenue reached 4.178 billion yuan, up 15.21% year-on-year, while net profit was 1.178 billion yuan, an increase of 13.32% [1][2] Group 2: Ying Shi Innovation - Ying Shi Innovation achieved a revenue of 2.940 billion yuan in Q3 2025, marking a significant growth of 92.64% year-on-year [4] - The net profit attributable to shareholders for Q3 2025 was 272 million yuan, a decrease of 15.90% compared to the previous year [4][5] - For the first three quarters, the company reported a total revenue of 6.611 billion yuan, up 67.18%, while net profit was 792 million yuan, down 5.95% year-on-year [4][5] Group 3: Aier Eye Hospital - Aier Eye Hospital reported a revenue of 5.977 billion yuan in Q3 2025, a year-on-year increase of 3.83% [6][7] - The net profit attributable to shareholders for Q3 2025 was 1.064 billion yuan, reflecting a decline of 24.12% year-on-year [6][7] - For the first three quarters, the total revenue reached 17.484 billion yuan, up 7.25%, while net profit was 3.115 billion yuan, down 9.76% [6][7] Group 4: Hengrui Medicine - Hengrui Medicine reported a revenue of 7.427 billion yuan in Q3 2025, a year-on-year increase of 12.72% [8][10] - The net profit attributable to shareholders for Q3 2025 was 1.301 billion yuan, reflecting a growth of 9.53% year-on-year [8][10] - For the first three quarters, the total revenue reached 23.188 billion yuan, up 14.85%, while net profit was 5.751 billion yuan, an increase of 24.50% [8][10] Group 5: Victory Technology - Victory Technology achieved a revenue of 5.086 billion yuan in Q3 2025, marking a year-on-year increase of 78.95% [11][12] - The net profit attributable to shareholders for Q3 2025 was 1.102 billion yuan, reflecting a substantial growth of 260.52% year-on-year [11][12] - For the first three quarters, the company reported a total revenue of 14.117 billion yuan, up 83.40%, while net profit was 3.245 billion yuan, an increase of 324.38% [11][12] Group 6: Southern Airlines - Southern Airlines reported a revenue of 51.374 billion yuan in Q3 2025, a year-on-year increase of 3.01% [13][14] - The net profit attributable to shareholders for Q3 2025 was 3.840 billion yuan, reflecting a growth of 20.26% year-on-year [13][14] - For the first three quarters, the total revenue reached 137.665 billion yuan, up 2.23%, while net profit was 23.070 billion yuan, an increase of 17.40% [13][14] Group 7: Ningbo Bank - Ningbo Bank reported a revenue of 17.816 billion yuan in Q3 2025, a year-on-year increase of 9.19% [16][17] - The net profit attributable to shareholders for Q3 2025 was 7.673 billion yuan, reflecting a growth of 8.71% year-on-year [16][17] - For the first three quarters, the total revenue reached 54.976 billion yuan, up 8.32%, while net profit was 22.445 billion yuan, an increase of 8.39% [16][17] Group 8: Guizhou Moutai - Guizhou Moutai announced the resignation of Chairman Zhang Deqin due to work adjustments, with a new chairman to be elected soon [19] Group 9: Baosteel - Baosteel reported a revenue of 167.51 billion yuan in Q3 2025, a year-on-year increase of 14.29% [20][21] - The net profit attributable to shareholders for Q3 2025 was 812.45 million yuan, reflecting a return to profitability [20][21] - For the first three quarters, the total revenue reached 480.8 billion yuan, down 3.58%, while net profit was 2.33 billion yuan [20][21] Group 10: China Aluminum - China Aluminum reported a revenue of 601.24 billion yuan in Q3 2025, a year-on-year decrease of 4.66% [22][23] - The net profit attributable to shareholders for Q3 2025 was 38.01 billion yuan, reflecting a significant increase of 90.31% year-on-year [22][23] - For the first three quarters, the total revenue reached 1,765.16 billion yuan, up 1.57%, while net profit was 108.72 billion yuan, an increase of 20.65% [22][23] Group 11: Northern Rare Earth - Northern Rare Earth reported a revenue of 114.25 billion yuan in Q3 2025, a year-on-year increase of 33.32% [25][26] - The net profit attributable to shareholders for Q3 2025 was 610 million yuan, reflecting a growth of 69.48% year-on-year [25][26] - For the first three quarters, the total revenue reached 302.92 billion yuan, up 40.50%, while net profit was 1.541 billion yuan, an increase of 280.27% [25][26] Group 12: Hengli Petrochemical - Hengli Petrochemical reported a revenue of 534.96 billion yuan in Q3 2025, a year-on-year decrease of 17.98% [27] - The net profit attributable to shareholders for Q3 2025 was 19.72 billion yuan, reflecting a significant increase of 81.47% year-on-year [27] - For the first three quarters, the total revenue reached 1,573.84 billion yuan, down 11.46%, while net profit was 50.23 billion yuan, a slight decrease of 1.61% [27] Group 13: High Energy Environment - High Energy Environment is planning to issue H-shares and list on the Hong Kong Stock Exchange to enhance its international strategy and competitiveness [28] Group 14: Guangyun Technology - Guangyun Technology plans to acquire a 36.4652% stake in Chengdu Lingxuan Precision Machinery Co., Ltd. for 240 million yuan, gaining control over the company [29] Group 15: Zhongxin Metal - Zhongxin Metal reported a revenue of 39.807 billion yuan in Q3 2025, a year-on-year increase of 29.21% [32] - The net profit attributable to shareholders for Q3 2025 was 877 million yuan, reflecting a growth of 43.74% year-on-year [32] - For the first three quarters, the total revenue reached 1,034.64 billion yuan, up 8.84%, while net profit was 2.326 billion yuan, an increase of 35.47% [32]

Core Points - The company Zhejiang Crystal Optoelectronics Technology Co., Ltd. (stock code: 002273) held its seventh board meeting on October 27, 2025, where it approved the Q3 2025 report and a proposal for foreign exchange derivative hedging transactions [1][2] - The Q3 2025 report was unanimously approved with 12 votes in favor and no votes against or abstaining [2] - The board approved a foreign exchange hedging business proposal to mitigate foreign exchange market volatility risks, allowing transactions up to RMB 1 billion within one year [3] Summary by Sections Board Meeting - The board meeting was conducted via telecommunication, with all 12 directors present and all executives in attendance, complying with legal and regulatory requirements [1] Q3 2025 Report - The Q3 2025 report was pre-reviewed by the board's audit committee and disclosed through various media outlets [2] Foreign Exchange Hedging - The board authorized management to conduct foreign exchange derivative hedging transactions up to RMB 1 billion, aimed at stabilizing foreign exchange costs and reducing the impact of exchange rate fluctuations on operational performance [3]

浙江水晶光电科技股份有限公司 关于开展外汇衍生品套期保值交易业务的可行性分析报告 一、公司开展外汇衍生品套期保值交易业务的背景 浙江水晶光电科技股份有限公司（以下简称"公司"）及子公司近几年随着国际业务的 不断拓展，海外业务已占据相当比重，相应的外汇收支规模亦随之增长。受国际政治、经济 等不确定因素影响，外汇市场波动较为频繁，汇率波动将直接影响公司的出口收入和进口成 本，导致公司经营不确定因素增加。为了有效规避外汇市场风险，增强公司财务稳健性，公 司及子公司拟开展以套期保值为目的的外汇衍生品交易业务，尽可能降低汇兑损失对公司经 营带来的负面影响。 公司及子公司拟开展的外汇衍生品交易业务，将严格恪守套期保值的原则，旨在有效规 避与防范汇率波动带来的经营风险，绝不进行投机性、套利性的交易操作。公司及子公司将 在确保不影响主营业务稳健发展的前提下，紧密结合资金管理要求与日常经营需要，根据实 际情况审慎规划与实施外汇衍生品套期保值交易业务。 二、公司开展外汇衍生品套期保值交易业务的概述 本次交易额度自董事会审议通过之日起 12 个月内有效。如单笔交易的存续期超过了决 议的有效期，则决议的有效期自动顺延至单笔交易终止时 ...

证券代码：002273 股票简称：水晶光电 公告编号：（2025）070 号 浙江水晶光电科技股份有限公司 5、履行的审议程序：公司召开第七届董事会审计委员会 2025 年第三次会议、第七届董 事会第四次会议，审议通过了《关于开展外汇衍生品套期保值交易业务的议案》，该议案无 需提交股东会审议。 6、特别风险提示：公司及子公司开展外汇衍生品套期保值交易业务遵循锁定汇率、利 率风险原则，不做投机性、套利性的交易操作，但外汇衍生品套期保值交易业务仍存在一定 的市场风险、流动性风险和履约风险等，敬请投资者注意投资风险。 一、外汇衍生品套期保值交易业务情况概述 关于开展外汇衍生品套期保值交易业务的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 重要内容提示： 1、交易目的：随着浙江水晶光电科技股份有限公司（以下简称"公司"）及子公司近 年来国际业务的持续拓展，海外业务已占据相当比重，为了有效规避外汇市场风险，增强公 司财务稳健性，公司及子公司拟开展以套期保值为目的的外汇衍生品交易业务，尽可能降低 汇兑损失对公司经营带来的负面影响。 2、交易品种：包括但不限于远期结 ...

证券代码：002273 股票简称：水晶光电 公告编号：（2025）068 号 一、董事会会议召开情况 浙江水晶光电科技股份有限公司（以下简称"公司"）第七届董事会第四次会议通知于 2025 年 10 月 22 日以电子邮件、微信、电话的形式送达。会议于 2025 年 10 月 27 日上午 9:00 以通讯表决的方式召开。本次会议应出席董事 12 人，实际出席董事 12 人，会议由董事长李 夏云女士主持，全体高管列席了会议。本次会议的召开符合法律、法规、规章及公司章程的 规定。 二、董事会会议审议情况 1、审议通过了《2025 年第三季度报告》； 表决结果：同意12票，反对0票，弃权0票。 浙江水晶光电科技股份有限公司 第七届董事会第四次会议决议公告 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。 本议案已经公司第七届董事会审计委员会 2025 年第三次会议审议通过。 《2025 年第三季度报告》（公告编号：（2024）069 号），详见信息披露媒体《证券时 报 》 《 中 国 证 券 报 》 《 上 海 证 券 报 》 《 证 券 日 报 》 和 信 息 披 ...

Financial Performance - The company's operating revenue for Q3 2025 reached ¥2,102,722,764.55, representing a year-on-year increase of 2.33%[5] - Net profit attributable to shareholders was ¥482,630,738.24, up 10.98% compared to the same period last year[5] - The net profit after deducting non-recurring gains and losses was ¥479,980,733.34, reflecting a 9.18% increase year-on-year[5] - Total operating revenue for the current period reached ¥5,123,182,541.62, an increase of 8.75% compared to ¥4,709,724,778.54 in the previous period[21] - Net profit for the current period was ¥988,011,243.63, representing a 12.35% increase from ¥879,135,775.94 in the prior period[21] - The total comprehensive income for the period attributable to the parent company was CNY 974,300,128.65, an increase from CNY 859,640,244.61 in the previous period, representing a growth of approximately 13.3%[22] - Basic earnings per share increased to CNY 0.72 from CNY 0.63, reflecting a growth of 14.3% year-over-year[22] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥12,215,677,459.11, an increase of 4.59% from the end of the previous year[5] - The company's total assets increased to ¥12,215,677,459.11 from ¥11,679,654,327.79, marking a growth of 4.59%[19] - Current assets totaled ¥4,468,035,737.00, up from ¥4,231,898,416.82, indicating an increase of 5.57%[19] - Total liabilities decreased slightly to ¥2,274,615,145.46 from ¥2,296,312,105.44, a reduction of 0.94%[19] - The equity attributable to shareholders of the parent company increased to ¥9,585,092,717.83 from ¥9,029,468,319.02, a growth of 6.12%[19] Cash Flow - Cash flow from operating activities for the year-to-date was ¥824,148,315.50, showing a significant decrease of 40.71%[5] - Net cash flow from operating activities was CNY 824,148,315.50, down from CNY 1,390,000,604.84, indicating a decline of approximately 40.8%[24] - Cash inflow from investment activities totaled CNY 2,338,058,763.19, compared to CNY 1,824,860,187.27 in the previous period, marking an increase of about 28.2%[24] - The net cash flow from investment activities was negative at CNY -1,081,163,337.70, an improvement from CNY -1,382,500,978.45 in the previous period[24] - Cash and cash equivalents at the end of the period stood at CNY 1,296,954,865.81, up from CNY 1,252,641,575.83, reflecting an increase of approximately 3.5%[24] - The company reported a net increase in cash flow from financing activities of CNY -352,193,256.01, an improvement from CNY -530,156,829.36 in the previous period[24] - The total cash inflow from operating activities was CNY 5,249,389,070.75, compared to CNY 5,094,795,321.06 in the previous period, showing a growth of about 3.0%[23] Shareholder Information - Total number of common shareholders at the end of the reporting period was 124,670[12] - The largest shareholder, Star Group Limited, holds 8.90% of shares, equating to 123,753,273 shares[12] - The company approved a restricted stock incentive plan for 2025, granting 500,000 shares at a price of 10.07 RMB per share, representing 0.04% of total shares[13] - The eighth employee stock ownership plan has 300,000 shares unlocked, accounting for 0.02% of total shares[14] - The company has a total of 50,000 shares in the incentive plan that will be unlocked in three phases over 36 months[13] - The company has 163 participants in the employee stock ownership plan, with 9 participants disqualified due to resignation or misconduct[14] Governance and Management Changes - The company completed the election of the seventh board of directors, consisting of 12 members, including 4 independent directors[15] - The founder, Lin Min, transitioned from chairman to focus on long-term strategic development while Li Xiayun was appointed as the new chairman[15] - The company has made adjustments to its governance structure to align with the latest legal regulations, including abolishing the supervisory committee[15] - No changes were reported in the top 10 shareholders' participation in margin financing and securities lending[12] Other Financial Metrics - The basic earnings per share for the period was ¥0.35, up 9.37% year-on-year[5] - The weighted average return on equity was 5.08%, a slight increase of 0.11% compared to the previous year[5] - The company reported a significant increase in investment income, which rose by 172.13% to ¥92,366,274.12 compared to the previous year[10] - The company experienced a 290.44% increase in credit impairment losses, amounting to -¥25,593,546.66, due to changes in accounts receivable[10] - Research and development expenses for the current period were ¥297,671,170.74, compared to ¥259,492,433.34 in the previous period, an increase of 14.67%[21] - The company's cash and cash equivalents decreased to ¥1,223,657,544.60 from ¥2,061,991,141.69, a decline of 40.53%[19] - Accounts receivable rose to ¥1,561,928,485.87 from ¥1,109,518,336.78, reflecting an increase of 40.67%[19] - The company did not undergo an audit for the third quarter financial report[25]

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]

Core Insights - The optical and optoelectronic sector experienced a rise of 1.05% on October 24, with Chenfeng Technology leading the gains [1] - The Shanghai Composite Index closed at 3950.31, up 0.71%, while the Shenzhen Component Index closed at 13289.18, up 2.02% [1] Stock Performance - Chenfeng Technology (603685) closed at 21.12, up 10.00% with a trading volume of 86,700 shares and a turnover of 175 million yuan [1] - Dongtian Micro (301183) closed at 101.10, up 8.42% with a trading volume of 113,300 shares [1] - Tianshan Electronics (301379) closed at 31.67, up 6.70% with a trading volume of 199,600 shares [1] - Other notable performers include Sudavige (300331) up 5.48% and Huichuangda (300909) up 5.46% [1] Capital Flow - The optical and optoelectronic sector saw a net outflow of 466 million yuan from institutional investors and 155 million yuan from retail investors, while retail investors had a net inflow of 621 million yuan [2] - The capital flow data indicates a mixed sentiment among different investor types within the sector [2] Individual Stock Capital Flow - Crystal Optoelectronics (002273) experienced a net outflow of 74.89 million yuan from institutional investors [3] - Wave Length Optoelectronics (301421) had a net inflow of 44.73 million yuan from institutional investors [3] - Sudavige (300331) saw a net inflow of 41.19 million yuan from institutional investors [3]