智通财经APP讯，天赐材料(002709.SZ)发布2025年三季度报告，该公司前三季度营业收入为108.43亿 元，同比增长22.34%。归属于上市公司股东的净利润为4.21亿元，同比增长24.33%。归属于上市公司股 东的扣除非经常性损益的净利润为3.73亿元，同比增长30.13%。基本每股收益为0.22元。 ...

Group 1: China National Offshore Oil Corporation (CNOOC) - CNOOC reported a net profit of 101.97 billion yuan for the first three quarters of 2025, a year-on-year decrease of 12.6% [1][2] - The company's operating income for the third quarter was 104.89 billion yuan, an increase of 5.7% year-on-year, while the net profit attributable to shareholders was 32.44 billion yuan, down 12.2% [1][2] - CNOOC's oil and gas net production reached 578.3 million barrels of oil equivalent in the first three quarters, a year-on-year increase of 6.7% [2] Group 2: BYD - BYD's net profit for the first three quarters of 2025 was 233.33 billion yuan, a decrease of 7.55% year-on-year [4][5] - The company's operating income for the third quarter was 1949.85 billion yuan, down 3.05% year-on-year, with a net profit of 78.23 billion yuan, a decline of 32.60% [4][5] Group 3: Industrial and Commercial Bank of China (ICBC) - ICBC reported a net profit of 269.91 billion yuan for the first three quarters of 2025, a year-on-year increase of 0.33% [6][7] - The bank's operating income for the third quarter was 212.93 billion yuan, up 3.41% year-on-year, with a net profit of 101.80 billion yuan, an increase of 3.29% [6][7] Group 4: China Construction Bank (CCB) - CCB's net profit for the first three quarters of 2025 was 257.36 billion yuan, a year-on-year increase of 0.62% [9][10] - The bank's operating income for the third quarter was 179.43 billion yuan, down 1.98% year-on-year, while the net profit was 95.28 billion yuan, an increase of 4.19% [9][10] Group 5: Agricultural Bank of China (ABC) - ABC reported a net profit of 220.86 billion yuan for the first three quarters of 2025, a year-on-year increase of 3.03% [14][15] - The bank's operating income for the third quarter was 1809.39 billion yuan, up 4.36% year-on-year, with a net profit of 813.49 billion yuan, an increase of 3.66% [14][15] Group 6: Ping An Insurance - Ping An Insurance's net profit for the first three quarters of 2025 was 147.79 billion yuan, a year-on-year increase of 41.01% [16][17] - The company's operating income for the third quarter was 353.27 billion yuan, down 11.48% year-on-year, with a net profit of 42.49 billion yuan, a decline of 55.98% [16][17] Group 7: Luxshare Precision - Luxshare Precision reported a net profit of 115.18 billion yuan for the first three quarters of 2025, a year-on-year increase of 26.92% [18][19] - The company's operating income for the third quarter was 964.11 billion yuan, up 31.03% year-on-year [18][19] Group 8: GF Securities - GF Securities achieved a net profit of 109.34 billion yuan for the first three quarters of 2025, a year-on-year increase of 61.64% [20][21] - The company's operating income for the third quarter was 107.66 billion yuan, up 51.82% year-on-year [20][21] Group 9: China Southern Airlines - China Southern Airlines reported a net profit of 18.70 billion yuan for the first three quarters of 2025, a year-on-year increase of 37.31% [22][23] - The company's operating income for the third quarter was 490.69 billion yuan, up 0.90% year-on-year, while the net profit was 36.76 billion yuan, down 11.31% [22][23] Group 10: China Galaxy Securities - China Galaxy Securities reported a net profit of 109.68 billion yuan for the first three quarters of 2025, a year-on-year increase of 57.51% [35][36] - The company's operating income for the third quarter was 90.04 billion yuan, up 55.94% year-on-year [35][36]

Core Viewpoint - Tianqi Materials is a leading domestic electrolyte company specializing in the research, production, and sales of fine chemical new materials, with a full industry chain advantage [1] Group 1: Business Performance - In Q3 2025, Tianqi Materials achieved a revenue of 10.843 billion yuan, ranking 8th among 44 companies in the industry [2] - The main business composition includes lithium-ion battery materials at 6.302 billion yuan (89.66%), daily chemical materials and specialty chemicals at 614 million yuan (8.73%), and others at 113 million yuan (1.61%) [2] - The net profit for the same period was 417 million yuan, ranking 13th in the industry [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 45.94%, lower than the industry average of 51.96% [3] - The gross profit margin for the same period was 18.02%, higher than the industry average of 10.89% [3] Group 3: Shareholder Information - As of June 30, 2025, the number of A-share shareholders decreased by 3.47% to 182,300 [5] - The average number of circulating A-shares held per shareholder increased by 3.60% to 7,595.43 [5] Group 4: Future Outlook - Global Fusheng forecasts the company's net profit for 2025-2027 to be 1.14 billion, 1.625 billion, and 2.251 billion yuan respectively, with a target price of 38.25 yuan [6] - Business highlights include a supply agreement for at least 800,000 tons of electrolyte by the end of 2030 and expected price recovery for electrolytes and lithium hexafluorophosphate [6] - Longjiang Securities notes a 33.2% increase in lithium battery material revenue due to rising sales in H1 2025 [6]

格隆汇10月30日丨天赐材料(002709.SZ)公布2025年第三季度报告，公司第三季度实现营业收入38.14亿 元，同比增长11.75%；净利润1.53亿元，同比增长51.53%。 前三季度实现营业收入108.43亿元，同比增长22.34%；净利润4.21亿元，同比增长24.33%。 ...

Group 1 - The company reported a third-quarter revenue of 3.814 billion yuan, representing a year-on-year increase of 11.75% [1] - The net profit attributable to shareholders for the third quarter was 153 million yuan, showing a year-on-year growth of 51.53% [1] - For the first three quarters, the company achieved a revenue of 10.843 billion yuan, which is a year-on-year increase of 22.34% [1] Group 2 - The net profit attributable to shareholders for the first three quarters was 421 million yuan, reflecting a year-on-year growth of 24.33% [1]

Core Viewpoint - Tianqi Materials (002709) reported strong financial performance for Q3 2025, indicating growth in both revenue and net profit compared to the previous year [1] Financial Performance - Q3 2025 revenue reached 3.814 billion yuan, representing a year-on-year increase of 11.75% [1] - Q3 2025 net profit was 153 million yuan, showing a significant year-on-year growth of 51.53% [1] - For the first three quarters of 2025, total revenue amounted to 10.843 billion yuan, with a year-on-year growth of 22.34% [1] - Net profit for the first three quarters of 2025 was 421 million yuan, reflecting a year-on-year increase of 24.33% [1] - Basic earnings per share for the first three quarters stood at 0.22 yuan [1]

Core Viewpoint - Tianqi Materials reported strong financial performance in Q3, with significant year-on-year growth in both revenue and net profit [1] Financial Performance - In Q3, the company achieved operating revenue of 3.814 billion yuan, representing a year-on-year increase of 11.75% [1] - The net profit attributable to shareholders in Q3 was 153 million yuan, showing a year-on-year growth of 51.53% [1] - For the first three quarters, the company recorded total operating revenue of 10.843 billion yuan, up 22.34% year-on-year [1] - The net profit attributable to shareholders for the first three quarters was 421 million yuan, reflecting a year-on-year increase of 24.33% [1]

Group 1 - The company reported a revenue of 3.814 billion yuan for the third quarter of 2025, representing a year-on-year increase of 11.75% [1] - The net profit attributable to shareholders for the third quarter was 153 million yuan, showing a year-on-year growth of 51.53% [1] - For the first three quarters of 2025, the company achieved a total revenue of 10.843 billion yuan, which is a year-on-year increase of 22.34% [1] Group 2 - The net profit attributable to shareholders for the first three quarters was 421 million yuan, reflecting a year-on-year increase of 24.33% [1]

天赐材料（002709） | 证券代码：002709 | 证券简称：天赐材料 | 公告编号：2025-109 | | --- | --- | --- | | 转债代码：127073 | 转债简称：天赐转债 | | 表决结果：同意 9 票，反对 0 票，弃权 0 票。 《2025 年第三季度报告》与本决议同日在公司指定信息披露媒体巨潮资讯 网（http://www.cninfo.com.cn）公告。 广州天赐高新材料股份有限公司 第六届董事会第三十六次会议决议的公告 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。 2025 年 10 月 30 日，广州天赐高新材料股份有限公司（以下简称"公司"） 第六届董事会第三十六次会议以通讯方式召开。会议通知已于 2025 年 10 月 24 日送达各位董事及高级管理人员。应参加本次会议表决的董事 9 人，实际参加本 次会议表决的董事 9 人。本次会议的召集、召开程序均符合《中华人民共和国公 司法》和《公司章程》的规定。 本次董事会审议并通过了相关议案，形成决议如下： 审议通过了《关于审议 2025 年第三季度报告的议案》 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥3,813,835,049.51, an increase of 11.75% compared to the same period last year[5] - Net profit attributable to shareholders was ¥152,716,704.55, reflecting a significant growth of 51.53% year-on-year[5] - The net profit after deducting non-recurring gains and losses was ¥138,570,316.63, up 37.76% from the previous year[5] - Total operating revenue for the current period reached ¥10,842,565,159.38, an increase of 22.3% compared to ¥8,862,814,897.33 in the previous period[23] - Operating profit for the current period was ¥572,308,238.68, up from ¥491,347,200.32, reflecting a growth of 16.5%[24] - Net profit attributable to the parent company was ¥420,617,247.85, compared to ¥338,305,885.95 in the previous period, marking a 24.3% increase[24] - The basic and diluted earnings per share for the current period were both ¥0.22, up from ¥0.18 in the previous period[24] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥25,123,973,708.24, representing a 4.89% increase from the end of the previous year[5] - Total assets increased to ¥25,123,973,708.24 from ¥23,953,389,261.08, representing a growth of 4.9%[22] - Total liabilities rose to ¥11,542,094,214.32, up from ¥10,628,818,637.80, indicating an increase of 8.6%[22] - Total current assets amounted to ¥11,499,049,523.45, up from ¥10,801,397,528.81, reflecting a growth of around 6.4%[20] - Non-current assets totaled ¥11,000,000,000, with fixed assets remaining stable at approximately ¥7,732,038,122.32[20] - The company’s total equity increased to ¥13,581,879,493.92 from ¥13,324,570,623.28, a growth of 1.9%[22] Cash Flow - The cash flow from operating activities for the year-to-date was ¥403,363,832.54, down 37.71% compared to the previous year[14] - Operating cash flow for the current period is ¥403,363,832.54, a decrease of 37.7% from ¥647,514,013.99 in the previous period[26] - Total cash and cash equivalents at the end of the period decreased to ¥1,211,492,109.28 from ¥1,490,314,027.34, reflecting a decline of 18.7%[27] - Cash inflow from investment activities increased significantly to ¥2,620,669,044.39 from ¥433,229,827.23, marking a growth of 505.5%[26] - Net cash flow from financing activities improved to ¥19,368,842.02 compared to a net outflow of ¥504,373,996.78 in the previous period[27] - Cash received from investment recoveries surged to ¥2,460,000,000.00, compared to ¥417,892,250.00 in the previous period, an increase of 487.5%[26] Investments and Expenses - Research and development expenses for the current period were ¥615,912,495.82, compared to ¥483,310,635.97, reflecting a significant increase of 27.4%[23] - The company recorded a 71.65% decrease in investment income, totaling ¥11,452,804.33, due to reduced investment returns from associates[12] - The company has ongoing construction projects with an increase in construction in progress to ¥2,236,314,399.53 from ¥1,943,641,047.26, reflecting a growth of approximately 15%[20] - Cash paid for fixed assets and intangible assets decreased to ¥492,486,158.64 from ¥630,861,917.89, a reduction of 21.9%[26] Shareholder Information - The number of ordinary shareholders at the end of the reporting period was 305,798[16] - The company's cash and cash equivalents decreased to ¥1,231,787,124.30 from ¥1,620,229,440.41, representing a decline of approximately 24%[20]