厦门盈趣科技股份有限公司（以下简称"公司"）近日接到控股股东深圳万 利达电子工业有限公司（以下简称"万利达工业"）通知，获悉万利达工业所持 有本公司的部分股份办理了解除质押业务，具体事项如下： 一、控股股东股份解除质押的基本情况 证券代码：002925 证券简称：盈趣科技 公告编号：2025-109 厦门盈趣科技股份有限公司 关于公司控股股东部分股份解除质押的公告 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。 1、控股股东本次股份解除质押基本情况 | | 是否为控股股东 或第一大股东及 | 本次解除 质押股份 | 占其所 持股份 | 占公司 总股本 | 质押 | 解除 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | | | | | 起始日 | 质押日 | 质权人 | | | 其一致行动人 | 数量（股） | 比例 | 比例 | | | | | 万利达工业 | 是 | 26,930,000 | 6.93% | 3.46% | 2022/11/8 | 2025/11/5 | 五矿证券有 ...

证券之星消息，2025年11月3日盈趣科技（002925）发布公告称公司于2025年11月3日接受机构调研，嘉实基 金、浙江物产、平安养老、国信证券、华安证券、国金证券、方正证券、中信建投、湖南源乘私募、中金公 司、广发证券、平安基金、国元证券、厦门国际信托、中信证券、杭州弈宸私募、长城证券资管、元兹投 资、上海珺容投资、玄卜投资(上海)、同泰基金、西部利得基金、创金合信基金、秋阳投资、九泰基金、中 国人寿、万丰友方、北京星元、信达证券、长江证券、中泰证券参与。 具体内容如下： 问：我们目前整体的研发费用率还是比较高的，后续研发费用率如何展望？ 答：您好。公司将基于未来的战略布局，继续保持较高水平的研发投入来保持竞争优势，尤其是在一些重要 的领域，例如温度精密控制、卫星地面终端及模组、工业二次料及可降解等新材料开发、生物体态传感及感 知等等。展望明年，预计随着收入的增长，研发费用率相对会略降低一点。 问：请介绍下汽车电子的盈利情况和未来发展展望？ 答：您好。近几年我们也明显感受到汽车电子行业竞争加剧，在这种背景下，我们的盈利能力也受到了一定 的影响。对于汽车电子业务领域，我们也在积极采取以下措施，不断提升自身 ...

Summary of Earnings Conference Call for Yingqu Technology Company Overview - **Company**: Yingqu Technology - **Industry**: Automotive Electronics, Health Environment, and Smart Manufacturing Key Financial Metrics - **Q3 Net Profit**: Increased by 10.46% YoY to 40.12 million yuan [2][3] - **Net Profit for First Three Quarters**: Increased by 3.52% YoY to 178 million yuan [2][3] - **Gross Margin**: Decreased by approximately 1% YoY to 25.6% due to product mix changes and higher overseas production costs [3] Business Performance - **Automotive Electronics**: Grew by 17.45% YoY, accounting for approximately 18% of total revenue [3][13] - **Health Environment**: Grew by 50% YoY, with expectations for significant growth by 2026 [3][10] - **Carving Machine**: Grew by 55% YoY, driven by increased market demand and improved production capacity [3][9] - **E-cigarette Business**: Declined by 50% YoY due to the transition from old to new models, expected to stabilize by 2026 [2][5] - **Water Cooling Business**: Customer base decreased by approximately 40%, leading to an overall decline of about 20% [2][3] Strategic Initiatives - **International Expansion**: Overseas production accounts for 30%-40% of total output, with lower profit margins compared to domestic operations [4][18] - **Smart Manufacturing Bases**: Established in Shanghai and Mexico to enhance production efficiency and cost control [10][17] - **Collaboration with Bosch**: Ongoing partnership with Bosch, with a 9% decline in Q3 revenue but a 5% increase over the first three quarters [14] Future Outlook - **E-cigarette Business**: Anticipated recovery post-model transition, with new projects expected to enhance performance [5] - **Health Environment Sector**: Expected significant growth in 2026 as production ramps up [9][10] - **Automotive Electronics**: Optimistic outlook due to rising demand for smart and electronic features in new energy vehicles [10] - **Cost Management**: Anticipated increase in total expenses in 2026, but overall expense ratio relative to revenue expected to decline [19] Challenges and Risks - **Gross Margin Pressure**: Experienced due to customer price reductions in automotive electronics [11] - **Client Strategy Adjustments**: Impacting orders in the smart control components business [12] Additional Insights - **Stock Incentive Plan**: Difficulty in meeting targets this year, with unachieved portions postponed to 2026 [7][8] - **Brain-Computer Interface Development**: Significant growth in sales of brain-computer interface products, with ongoing R&D collaborations [16] This summary encapsulates the key points from the earnings conference call, highlighting the company's performance, strategic initiatives, future outlook, and challenges faced in the current market environment.

每经头条（nbdtoutiao）——中国这个行业爆了！海外订单猛增246%，覆盖50多国和地区，企业家提 醒：有人正以亏本价销售，警惕恶性竞争扩至海外 每经AI快讯，盈趣科技（SZ 002925，收盘价：19.38元）发布公告称，2025年11月3日上午10:00— 11:30，下午15:00—16:30，盈趣科技接受嘉实基金等投资者调研，公司总裁杨明等人参与接待，并回答 了投资者提出的问题。 2025年1至6月份，盈趣科技的营业收入构成为：电子制造业占比95.85%，技术研发服务占比4.15%。 截至发稿，盈趣科技市值为151亿元。 （记者 张明双） ...

编号：2025-004 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 | □媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 √其他 线上会议 | | 参与单位名称及 | | | | 嘉实基金、平安基金、创金合信基金、中国人寿、万丰友方、北京 星元、信达证券、长江证券、中泰证券、浙江物产、平安养老、国 | | | 信证券、华安证券、国金证券、方正证券、中信建投、湖南源乘私 | | | 募、中金公司、广发证券、国元证券、厦门国际信托、中信证券、 | | 人员姓名 | 杭州弈宸私募、长城证券资管、元兹投资、上海珺容投资、玄卜投 | | | 资(上海)、同泰基金、西部利得基金、秋阳投资、九泰基金等 31 家 | | | 机构。 | | 时间 | 2025 年 11 月 03 日上午 10:00—11:30，下午 15:00—16:30 | | 地点 | 厦门市海沧区东孚西路 号盈趣科技创新产业园 100 | | 上市公司接待人 | 总裁杨明，董事会秘书、财务总监李金苗，投关总监高慧玲，董事 | | 员姓名 | 会办公室沈念、苟晓雯 ...

证券代码：002925 证券简称：盈趣科技 公告编号：2025-108 厦门盈趣科技股份有限公司 关于回购公司股份的进展公告 2024 年 10 月 19 日，公司披露了《关于调整回购股份价格上限的公告》（公 告编号：2024-082），2024 年中期权益分派方案实施后，公司回购股份价格上限 由 17.00 元/股（含）调整为 16.87 元/股（含）。 2025 年 1 月 24 日，公司披露了《关于取得金融机构股票回购贷款承诺函的 公告》（公告编号：2025-006），经董事会审议，回购资金增加自筹资金。公司 已取得中国银行股份有限公司厦门市分行的贷款承诺函，承诺贷款金额不超过人 民币 11,000 万元，贷款期限 3 年，该贷款专项用于回购公司股票。 2025 年 6 月 26 日，公司披露了《关于调整回购股份价格上限的公告》（公 告编号：2025-066），2024 年年度权益分派方案实施后，公司回购股份价格上限 由 16.87 元/股（含）调整为 16.58 元/股（含）。 2025 年 9 月 8 日，公司召开第五届董事会第二十次会议，审议通过了《关 于调整回购股份价格上限并延长实施期限的议案》 ...

厦门盈趣科技股份有限公司 关于公司控股股东部分股份质押的公告 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。 厦门盈趣科技股份有限公司（以下简称"公司"）近日接到控股股东深圳万 利达电子工业有限公司（以下简称"万利达工业"）通知，获悉万利达工业所持 有本公司的部分股份办理了质押业务，具体事项如下： 一、控股股东股份质押的基本情况 证券代码：002925 证券简称：盈趣科技 公告编号：2025-107 | 股东 | | 是否为控股 股东或第一 | 本次质押 | 占其 所持 | 占总 股本 | 是否 为限 | 是否 为补 | 质押 | 质押 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | | 大股东及其 | 数量（股） | 股份 | 比例 | 售股 | 充质 | 起始日 | 到期日 | | 用途 | | | | 一致行动人 | | 比例 | | | 押 | | | | | | 万利达 工业 | 是 | | 10,432,000 ...

Group 1 - The core viewpoint of the article is that Huazhong Securities has given a "Buy" rating to Yingqu Technology (002925.SZ) based on its recent financial performance and strategic initiatives [1] Group 2 - The company reported a revenue of 2.882 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 13.51% [1] - The net profit attributable to shareholders for the same period was 178 million yuan, showing a year-on-year increase of 3.52% [1] - In the third quarter of 2025, the company achieved a revenue of 1.062 billion yuan, which is a 10.2% increase compared to the same quarter last year [1] - The net profit attributable to shareholders for the third quarter was 40 million yuan, reflecting a year-on-year growth of 10.46% [1] Group 3 - The company has seen a reduction in foreign exchange losses and a decrease in financial expense ratio, which positively impacts its financial health [1] - Yingqu Technology plans to issue shares to specific investors to support the expansion of its manufacturing bases in Malaysia and Mexico [1]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported a steady growth in performance for Q3 2025, with a year-on-year revenue increase of 13.51% to 28.82 billion yuan and a net profit increase of 3.52% to 1.78 billion yuan for the first three quarters of 2025. In Q3 alone, revenue reached 10.62 billion yuan, up 10.2% year-on-year, and net profit was 0.40 billion yuan, up 10.46% year-on-year [3][4] - The company plans to issue shares to specific investors to fund the expansion of its manufacturing bases in Malaysia and Mexico, as well as projects for health environment product expansion and R&D center upgrades. This move aims to enhance global operational capabilities, optimize product structure, deepen technological layout, and improve capital structure [4] - The company is expected to see continued growth in its electronic cigarette business and is actively exploring new product lines, with projected revenues of 40.68 billion yuan, 48.82 billion yuan, and 55.96 billion yuan for 2025-2027, representing year-on-year growth rates of 13.9%, 20%, and 14.6% respectively [5] Financial Summary - For Q3 2025, the company's gross margin was 25.75%, a decrease of 0.88 percentage points year-on-year, while the net profit margin was 3.78%, an increase of 0.01 percentage points year-on-year. The financial expense ratio decreased due to reduced exchange losses [4] - The company's projected financial indicators for 2025-2027 include revenues of 40.68 billion yuan, 48.82 billion yuan, and 55.96 billion yuan, with net profits of 2.96 billion yuan, 4.36 billion yuan, and 5.37 billion yuan respectively. The earnings per share (EPS) are expected to be 0.38 yuan, 0.56 yuan, and 0.69 yuan, with corresponding price-to-earnings (P/E) ratios of 52, 35.33, and 28.64 [5][8]

（文章来源：证券日报） 证券日报网讯 10月30日晚间，盈趣科技发布2025年第三季度报告称，2025年第三季度公司实现营业收 入1，061，835，184.56元，同比增长10.20%；归属于上市公司股东的净利润40，118，380.46元，同比 增长10.46%。 ...