深圳市兆驰股份有限公司 2025 年第三季度报告 证券代码：002429 证券简称：兆驰股份 公告编号：2025-037 深圳市兆驰股份有限公司 2025 年第三季度报告 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.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、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。 2.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)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 深圳市兆驰股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 5,412,726,515.54 | -18.51% ...

Core Insights - The MicroLED concept sector saw a rise of 3.03%, ranking 8th among concept sectors, with 48 stocks increasing in value, including ShenKangJia A, which hit the daily limit, and notable gains from InnoLaser, Zhouming Technology, and Lianying Laser, which rose by 11.80%, 8.10%, and 8.08% respectively [1][2] Market Performance - The MicroLED sector experienced a net inflow of 631 million yuan, with 30 stocks receiving net inflows, and 6 stocks exceeding 50 million yuan in net inflow. ShenKangJia A led with a net inflow of 154 million yuan, followed by TCL Technology, Dahua Technology, and Dazhu Laser with net inflows of 124 million yuan, 122 million yuan, and 80.98 million yuan respectively [1][2] Fund Flow Ratios - The top stocks by net inflow ratio included ShenKangJia A at 44.80%, Zhaochi Shares at 15.95%, and TCL Technology at 12.71% [2][3] Stock Performance - Among the stocks, InnoLaser had the highest increase at 11.80%, while GQY Vision experienced the largest decline at 3.69% [1][4]

Market Performance - The black home appliance sector increased by 1.84% on October 21, with Sichuan Jiuzhou leading the gains [1] - The Shanghai Composite Index closed at 3916.33, up 1.36%, while the Shenzhen Component Index closed at 13077.32, up 2.06% [1] Stock Performance - Sichuan Jiuzhou (000801) closed at 15.79, up 2.93% with a trading volume of 210,300 shares [1] - Feichi Co., Ltd. (002429) closed at 6.11, up 2.69% with a trading volume of 822,500 shares [1] - Sichuan Changhong (600839) closed at 10.17, up 2.42% with a trading volume of 1,500,800 shares [1] - Other notable stocks include JiuLian Technology (688609) at 9.63, up 2.12%, and Chuangwei Digital (000810) at 13.34, up 1.68% [1] Capital Flow - The black home appliance sector saw a net inflow of 199 million yuan from institutional investors, while retail investors experienced a net outflow of 38.63 million yuan [1] - Major stocks like Sichuan Changhong had a net inflow of 91.88 million yuan from institutional investors, but a net outflow of 57.15 million yuan from retail investors [2] - Feichi Co., Ltd. also experienced a net inflow of 84.74 million yuan from institutional investors, with retail investors seeing a net outflow of 55.16 million yuan [2]

Market Overview - The black home appliance sector increased by 0.69% on October 20, with Jiulian Technology leading the gains [1] - The Shanghai Composite Index closed at 3863.89, up 0.63%, while the Shenzhen Component Index closed at 12813.21, up 0.98% [1] Stock Performance - Jiulian Technology (688609) closed at 9.43, up 3.06% with a trading volume of 118,100 shares and a turnover of 111 million yuan [1] - Other notable performers include: - Skyworth Digital (000810) at 13.12, up 2.10% [1] - Cheny Intelligent (301578) at 35.34, up 1.52% [1] - Zhaochi Shares (002429) at 5.95, up 1.19% [1] - Sichuan Jiuzhou (000801) at 15.34, up 0.79% [1] Capital Flow - The black home appliance sector experienced a net outflow of 114 million yuan from institutional investors and 43.64 million yuan from retail investors, while retail investors saw a net inflow of 157 million yuan [1] - Detailed capital flow for key stocks includes: - Hisense Visual (600060) with a net outflow of 8.78 million yuan from institutional investors [2] - Jiulian Technology (688609) with a net inflow of 13.71 million yuan from retail investors despite a net outflow of 14.62 million yuan from institutional investors [2] - Sichuan Changhong (600839) faced a significant net outflow of 55.48 million yuan from institutional investors [2]

Market Overview - The black home appliance sector experienced a decline of 3.2% on October 17, with Skyworth Digital leading the drop [1] - The Shanghai Composite Index closed at 3839.76, down 1.95%, while the Shenzhen Component Index closed at 12688.94, down 3.04% [1] Stock Performance - Key stocks in the black home appliance sector showed varied performance, with notable declines including: - Skyworth Digital down 5.24% to 12.85 [1] - Sichuan Changhong down 3.22% to 9.92 [1] - Zhaochi Co. down 4.23% to 5.88 [1] - Conversely, *ST Gauss saw a slight increase of 1.19% to 8.47 [1] Capital Flow - The black home appliance sector saw a net outflow of 338 million yuan from institutional investors, while retail investors contributed a net inflow of 210 million yuan [1] - The capital flow for individual stocks indicated significant outflows for: - Zhaochi Co. with a net outflow of 82.17 million yuan [2] - Hisense Visual down 54.72 million yuan [2] - Skyworth Digital down 24.44 million yuan [2] - Retail investors showed a net inflow into Sichuan Jiuzhou of 15.38 million yuan [2]

Market Performance - The black home appliance sector rose by 0.65% on October 15, with *ST Gauss leading the gains [1] - The Shanghai Composite Index closed at 3912.21, up 1.22%, while the Shenzhen Component Index closed at 13118.75, up 1.73% [1] Stock Performance - Key stocks in the black home appliance sector showed varied performance, with *ST Gauss closing at 8.62, up 2.01%, and Sichuan Changhong at 10.10, up 0.80% [1] - Other notable stocks included Chenyiy Smart at 35.58, up 1.74%, and Zhaochi Shares at 6.22, up 1.47% [1] Capital Flow - The black home appliance sector experienced a net outflow of 60.26 million yuan from institutional investors, while retail investors saw a net inflow of 60.80 million yuan [1] - Detailed capital flow data indicated that Hisense Visual had a net inflow of 6.49 million yuan from institutional investors, while Sichuan Jiuzhou faced a net outflow of 13.22 million yuan [2]

Market Overview - The black home appliance sector experienced a decline of 0.9% on October 14, with Zhao Chi Co., Ltd. leading the drop [1] - The Shanghai Composite Index closed at 3865.23, down 0.62%, while the Shenzhen Component Index closed at 12895.11, down 2.54% [1] Stock Performance - Notable stock performances include: - Hisense Visual Technology (600060) rose by 3.37% to a closing price of 25.18 [1] - Tongzhou Electronics (002052) increased by 2.46% to 16.67 [1] - Sichuan Jiuzhou (000801) fell by 1.27% to 16.29 [1] - Sichuan Changhong (600839) decreased by 2.15% to 10.02 [1] - *ST Gauss (002848) dropped by 3.65% to 8.45 [1] Capital Flow - The black home appliance sector saw a net outflow of 323 million yuan from institutional investors, while retail investors contributed a net inflow of 142 million yuan [1] - The capital flow for individual stocks indicates: - Extreme Technology (688696) had a net outflow of 17.98 million yuan from institutional investors [2] - Sichuan Changhong (600839) experienced a significant net outflow of 171 million yuan from institutional investors [2] - Zhao Chi Co., Ltd. (002429) faced a net outflow of 89.45 million yuan from institutional investors [2]

单华锦表示，转型升级是兆驰股份追求新质发展的重要路径，在公司的数次转型过程中，制胜的唯一法 宝就是技术创新。公司发展一定不能够沿着既有的思维去做同质化的竞争，而是要在技术创新里面找到 差异化竞争的优势。 （文章来源：证券日报） 兆驰股份是电视ODM与LED双产业龙头，于2023年切入光通信行业，聚焦智能终端、LED产业链、光 通信产业链三大主营业务，打造新的增长曲线。近日，记者在证券日报深圳路演中心专访了兆驰股份董 秘单华锦，探讨公司的发展战略。 ...

Market Overview - The black home appliance sector experienced a decline of 1.75% on October 13, with Zhaochi Co., Ltd. leading the losses [1] - The Shanghai Composite Index closed at 3889.5, down 0.19%, while the Shenzhen Component Index closed at 13231.47, down 0.93% [1] Stock Performance - Notable stock movements included: - *ST Gauss (002848): Closed at 8.77, up 5.03% with a trading volume of 81,100 shares [1] - Sichuan Jiuzhou (000801): Closed at 16.50, up 1.66% with a trading volume of 273,100 shares [1] - Hisense Visual (600060): Closed at 24.36, down 0.94% with a trading volume of 182,000 shares [1] - Zhaochi Co., Ltd. (002429): Closed at 6.37, down 3.78% with a trading volume of 1,035,200 shares [1] Capital Flow - The black home appliance sector saw a net outflow of 207 million yuan from institutional investors, while retail investors contributed a net inflow of 169 million yuan [1] - Specific stock capital flows included: - Hisense Visual: Net outflow of 19.89 million yuan from institutional investors [2] - Zhaochi Co., Ltd.: Net outflow of 82.24 million yuan from institutional investors [2] - *ST Gauss: Net inflow of 9.93 million yuan from institutional investors [2]

Market Overview - The Shanghai Composite Index fell by 0.19% on October 13, with six industries experiencing gains, led by non-ferrous metals and environmental protection, which rose by 3.35% and 1.65% respectively [1] - A total of 381.69 billion yuan in net outflow of capital was observed across the two markets, with nine industries seeing net inflows [1] Industry Performance - The household appliances industry declined by 1.74%, with a net outflow of 6.07 billion yuan in capital [2] - Within the household appliances sector, 94 stocks were tracked, with 13 rising and one hitting the daily limit, while 80 stocks fell [2] - The top net inflow stock in the household appliances sector was Midea Group, with a net inflow of 359 million yuan, followed by Sichuan Jiuzhou and Hisense Visual, with inflows of 11.89 million yuan and 10.34 million yuan respectively [2] Capital Flow Analysis - The household appliances sector had five stocks with net outflows exceeding 50 million yuan, led by Sanhua Intelligent Control, Haili Shares, and Zhao Chi Shares, with outflows of 354 million yuan, 90 million yuan, and 72 million yuan respectively [2] - The capital flow ranking for the household appliances industry showed significant outflows from stocks such as Sanhua Intelligent Control (-5.23%), Haili Shares (-2.16%), and Zhao Chi Shares (-3.78%) [3][4] Notable Stocks - Midea Group had the highest net inflow in the household appliances sector, while stocks like Sanhua Intelligent Control and Haili Shares faced substantial outflows [2][3] - Other notable stocks with significant capital outflows included Stone Technology (-5.20%), Rongtai Health (-6.35%), and Longdi Group (-0.65%) [3][4]