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扬杰科技-盈利强劲增长且市场份额提升;给予 “增持” 评级
2025-10-21 01:52
October 20, 2025 08:20 AM GMT Yangjie Technology | Asia Pacific Robust earnings growth plus market share gain; OW Expect 20%+ revenue CAGR: Management reiterated its 2025 target set in the employee stock incentive plan for 2027 revenue to be not less than Rmb10bn or net profit to be not less than Rmb1.5bn, indicating ~20% revenue CAGR. We expect with the contribution from Better Fuse, Yangjie's revenue will grow at 22% CAGR (2024- 27e). Gross margin should improve steadily helped by better product mix with ...
扬杰科技10月20日获融资买入2.96亿元,融资余额10.91亿元
Xin Lang Cai Jing· 2025-10-21 01:39
截至10月10日,扬杰科技股东户数6.10万,较上期增加3.24%;人均流通股8887股,较上期减少3.14%。 2025年1月-9月,扬杰科技实现营业收入53.48亿元,同比增长20.89%;归母净利润9.74亿元,同比增长 45.51%。 分红方面,扬杰科技A股上市后累计派现17.17亿元。近三年,累计派现11.80亿元。 机构持仓方面,截止2025年9月30日,扬杰科技十大流通股东中,香港中央结算有限公司位居第三大流 通股东,持股831.20万股,相比上期增加39.06万股。易方达创业板ETF(159915)位居第四大流通股 东,持股616.54万股,相比上期减少103.55万股。南方中证500ETF(510500)位居第五大流通股东,持 股474.35万股,相比上期减少10.23万股。国泰智能汽车股票A(001790)、国联安中证全指半导体产品 与设备ETF联接A(007300)、华安创业板50ETF(159949)退出十大流通股东之列。 10月20日,扬杰科技涨3.94%,成交额29.51亿元。两融数据显示,当日扬杰科技获融资买入额2.96亿 元,融资偿还3.40亿元,融资净买入-4344.06万元 ...
扬杰科技20251020
2025-10-20 14:49
扬杰科技 20251020 摘要 扬杰科技汽车电子业务营收占比超 15%,同比增长超 65%,消费类电 子和工业市场营收分别增长 20%和 30%以上,受益于国内经济向好和 政策推动,显示出强劲的增长势头。 越南工厂投产及海外需求释放驱动海外营收增长,占总营收比例超 26%,同比增长超 30%,表明公司国际市场拓展取得显著成效。 毛利率同比上升 4 个百分点以上,得益于产品结构调整和降本增效,同 时,股票公允价值变动带来 6,000 多万元收益,共同推动净利润提升。 公司计划到 2027 年营收达 100 亿元或归母净利润不低于 15 亿元,未 来 1-2 年保持约 20%的复合增长率,毛利率不低于 30%,HR 板块预计 维持 20%-30%高速增长。 安世半导体受制裁可能导致订单转移至扬杰科技等国内厂商,公司已收 到下游客户询单,并积极扩展料号以满足需求,小信号产品领域有望受 益。 预计 12 月完成对东莞贝特的并购并表,贝特毛利率高于母公司,并表 后将显著提升公司整体毛利水平,且长期毛利率有望进一步提高。 公司未来资本开支主要集中在越南工厂二期建设、八寸晶圆扩产、碳化 硅晶圆增产以及 IGBT 和大模块 ...
扬杰科技:已有多项产品技术可用于人形机器人电机驱动及感知系统中
Di Yi Cai Jing· 2025-10-20 13:05
扬杰科技在互动平台表示,目前,公司已有包括IGBT、MOSFET、ESD、TVS在内的多项产品技术, 可用于人形机器人的小型关节电机、步进电机等电机驱动及感知系统中。该领域目前尚处于发展初期, 相关收入占比相对较小,但为公司布局新兴市场奠定了良好基础。公司看好智能机器人产业的长期成长 潜力,将持续推进相关产品研发与市场拓展。 (文章来源:第一财经) ...
扬杰科技前三季度营收净利双增 年内股价涨超80% 百亿私募继续加仓
Xin Hua Cai Jing· 2025-10-20 11:57
Core Viewpoint - Yangjie Technology (300373.SZ) reported significant growth in both revenue and net profit for the first three quarters of 2025, driven by the booming semiconductor industry and increased demand in various sectors such as automotive electronics and artificial intelligence [1][2]. Financial Performance - For the first three quarters of 2025, Yangjie Technology achieved revenue of 5.348 billion yuan, a year-on-year increase of 20.89%, and a net profit attributable to shareholders of 974 million yuan, up 45.51% [1]. - In Q3 2025, the company recorded revenue of 1.893 billion yuan, representing a 21.47% year-on-year growth, and a net profit of 372 million yuan, which is a 52.40% increase compared to the same period last year [1]. Gross Margin and R&D Investment - The gross margin for the first three quarters of 2025 was 35.04%, compared to 30.87% and 31.02% in the same periods of 2023 and 2024, respectively [3]. - R&D expenses increased by 10.35% year-on-year to 341 million yuan, reflecting the company's commitment to developing high-value new products [4]. Market Expansion and Product Development - Yangjie Technology's overseas revenue in H1 2025 reached 834 million yuan, a significant year-on-year increase of 34.97%, with overseas sales accounting for 24.13% of total revenue [4]. - The company is focusing on high-growth areas such as electric vehicles and renewable energy, leveraging domestic substitution policies to expand market share [4]. Strategic Acquisition - In September 2025, Yangjie Technology announced a major acquisition of Dongguan Better Electronics Technology Co., Ltd. for 2.218 billion yuan, marking the largest acquisition since its listing [5]. - Better Electronics specializes in power electronic protection components, and the acquisition is expected to enhance Yangjie Technology's product offerings and market position [6]. Stock Performance - Yangjie Technology's stock price has increased by over 80% this year, with a notable rise following a dip in early April [8]. - The stock opened high on October 20, 2025, and reached a peak of 82.48 yuan per share before closing at 78.79 yuan, with a total market capitalization of 42.8 billion yuan [1]. Shareholder Activity - Notably, the private equity firm Ruijun Asset has increased its stake in Yangjie Technology, reflecting growing investor confidence [9].
10月20日晚间重要公告一览
Xi Niu Cai Jing· 2025-10-20 10:35
Group 1 - Yonghe Co., Ltd. reported a net profit of 469 million yuan for the first three quarters, a year-on-year increase of 220.39% [1] - Jinli Permanent Magnet achieved a net profit of 515 million yuan, reflecting a year-on-year growth of 161.81% [1][2] - Sanhe Pharmaceutical Auxiliary's net profit increased by 8.28% year-on-year, reaching 133 million yuan [2] Group 2 - Jiahuan Technology experienced a net profit decline of 26.53%, totaling 55.35 million yuan [3] - Wuchan Huaneng reported a net profit decrease of 15.10%, amounting to 453 million yuan [3] - Chuan Investment Energy's net profit fell by 4.54%, totaling 4.22 billion yuan [4][5] Group 3 - Dayang Bio's net profit grew by 56.12%, reaching 80 million yuan [5] - Weili Medical reported a net profit increase of 14.94%, totaling 192 million yuan [6] - People's Tongtai's net profit decreased by 45.69%, amounting to 112 million yuan [7] Group 4 - Jiuhuan Bio received a medical device registration certificate for its NT-proBNP test kit [8] - Jincheng Pharmaceutical's subsidiary obtained a drug registration certificate for a specific injection [9] - Guangdian Yuntong's subsidiary acquired a money service operator license in Hong Kong [10] Group 5 - Dash Intelligent won a bid for a project worth 96 million yuan related to the Shijiazhuang subway [10] - Alloy Investment's net profit increased by 124.87%, reaching 7.26 million yuan [11] - Kaile Co., Ltd. reported a net profit growth of 159.14%, totaling 21.63 million yuan [12] Group 6 - Chuanjinno's net profit surged by 175.61%, reaching 304 million yuan [14] - Rijiu Optoelectronics reported a net profit increase of 36.54%, totaling 76.91 million yuan [15] - Dazhu CNC's net profit grew by 142.19%, amounting to 492 million yuan [15] Group 7 - Nairui Radar expects a net profit increase of 181% for the first three quarters [17] - Suzhou Tianmai successfully acquired land use rights for a new manufacturing project [19] - Aokai Pharmaceutical announced clinical research data for its innovative drug at a major conference [21][22] Group 8 - Jilin Aodong's subsidiary passed the consistency evaluation for a specific injection [24] - Qinxin Environment announced the resignation of a board member [25] - *ST Baoying is planning a change in control, leading to a stock suspension [26] Group 9 - Jianlang Hardware's director plans to reduce holdings by up to 500,000 shares [27] - Taihe Technology's director intends to reduce holdings by up to 606,000 shares [29] - Zhongyuan Securities announced a cash dividend of 0.008 yuan per share [31] Group 10 - Beijing-Shanghai High-Speed Railway plans to distribute a cash dividend of 0.0385 yuan per share [32] - Zhuhai Guanyu expects a net profit increase of 36.88%-55.54% for the first three quarters [34] - Shenglong Co., Ltd. reported a net loss of 72.95 million yuan for the first three quarters [36] Group 11 - Shuangyuan Technology plans to distribute a cash dividend of 0.125 yuan per share [38] - Shaanxi Guotou A reported a net profit increase of 6.6%, totaling 996 million yuan [40] - Sunshine Nuohua intends to invest 15 million yuan in a biotech company [41] Group 12 - Yangjie Technology's net profit increased by 45.51%, reaching 974 million yuan [42] - Xingwang Yuda reported a net profit growth of 260%, totaling 38.37 million yuan [43] - Tongyou Technology turned a profit with a net profit of 9.29 million yuan [44]
扬杰科技前三季度净利增长45.51%,调整方案收购贝特电子
21世纪经济报道记者 孙燕 在上半年营收、净利双增的基础上,功率半导体龙头企业扬杰科技(300373.SZ)三季度继续增长。 10月19日,扬杰科技发布了2025年三季度报告。2025年前3季度,该公司实现营业收入53.48亿元,同比 增长20.89%;实现归属于上市公司股东的净利润9.74亿元,同比增长45.51%。 其中,第三季度比前两季度增长更快:第三季度单季营业收入为18.93亿元,同比增长21.47%;归母净 利润为3.72亿元,同比大增52.40%。 对于三季度业绩增长的原因,扬杰科技表示,半导体行业景气度持续攀升,汽车电子、人工智能、消费 类电子等领域呈现强劲增长态势,带动该公司主营业务实现显著增长。 在三季报中,扬杰科技指出,该公司毛利率呈现逐季提升的良好态势,为利润增长奠定了基础。 今年前三季度,扬杰科技毛利率达35.04%。从单季度指标来看,其第二季度、第三季度的毛利率分别 为33.1%、37.32%,环比提升。 尽管今年年初,扬杰科技的价格调整对其毛利率及利润空间产生了短期承压影响,但作为IDM企业,该 公司通过集采与工艺流持续改良,有效对冲了成本波动。 其毛利率增长,一方面来自产品结构 ...
今日8家公司公布三季报 1家业绩增幅翻倍
(文章来源:证券时报网) 证券时报·数据宝统计,10月20日共有8家公司公布2025年三季报,其中4家净利润同比增长,4家同比下 降,6家营业收入同比增长,2家同比下降,净利润和营业收入同时增长的公司有星网宇达等3家,净利 润和营业收入均下降的有祥生医疗等1家,业绩增幅翻倍的公司有1家,其中星网宇达增幅最大,达 260.00%。(数据宝) | 代码 | 简称 | 每股收益 | 净利润(万 | 净利润同比 | 营业收入(万 | 营业收入同比 | | --- | --- | --- | --- | --- | --- | --- | | | | (元) | 元) | (%) | 元) | (%) | | 002829 | 星网宇 | 0.1800 | 3837.49 | 260.00 | 26643.06 | 14.97 | | | 达 | | | | | | | 300373 | 扬杰科 | 1.8557 | 97360.53 | 45.51 | 534773.75 | 20.89 | | | 技 | | | | | | | 300976 | 达瑞电 | 1.7500 | 23102.43 | 26.84 | ...
新华财经早报:10月20日
Group 1: Company Announcements - Silan Microelectronics plans to jointly invest 20 billion yuan in the construction of a 12-inch high-end analog integrated circuit chip manufacturing production line project in Xiamen, with a planned capacity of 45,000 wafers per month and an annual production capacity of 540,000 wafers after completion [3][6] - China Life Insurance expects a net profit attributable to shareholders of the parent company to be approximately 156.79 billion to 177.69 billion yuan for the first three quarters of 2025, representing a year-on-year growth of about 50% to 70% [3][6] - Sany Heavy Industry announced a global issuance of approximately 580 million H shares, with an expected issue price not exceeding 21.30 HKD per share and not lower than 20.30 HKD per share [3][6] Group 2: Industry Insights - The 138th Canton Fair reported that approximately 157,900 overseas buyers attended the event, representing a 6.3% increase compared to the previous period [3] - The ice and snow industry in China is projected to exceed 1 trillion yuan by 2025, with a rapid increase in ice and snow consumption. The number of indoor ski resorts is expected to grow to 79 by April 2025, marking a 33.9% increase from the previous year [3] - Recent data indicates that small and medium-sized banks in China have entered a new round of interest rate cuts, with Shanghai Huari Bank reducing its three-year fixed deposit rate from 2.3% to 2.15% [3]
A股,利好!最高增超800%!
券商中国· 2025-10-19 23:37
Core Viewpoint - The article highlights the performance of several companies in the third quarter of 2025, showcasing significant revenue and profit growth across various sectors, particularly in technology and insurance industries [2][5][6]. Company Performance Summaries - **Xingwang Yuda (002829)** reported a revenue of 266 million yuan for the first three quarters, a year-on-year increase of 14.97%, with a net profit of 38.37 million yuan, up 260%. In Q3 alone, revenue reached 118 million yuan, growing 27.84%, and net profit was 54.28 million yuan, soaring 816.08% [2]. - **Tongyou Technology (300302)** achieved a revenue of 154 million yuan in Q3, a remarkable increase of 197.06%, with a net profit of 27.67 million yuan, up 300.46%. The company also reported a year-to-date revenue of 327 million yuan, a 7.73% increase, with a gross margin of 52.34%, up 4.41 percentage points [3][2]. - **Yangjie Technology (300373)** posted a revenue of 5.348 billion yuan for the first three quarters, a 20.89% increase, and a net profit of 974 million yuan, up 45.51%. In Q3, revenue was 1.893 billion yuan, growing 21.47%, with a net profit of 372 million yuan, up 52.40% [4]. Industry Insights - The semiconductor industry is experiencing robust growth, driven by sectors such as automotive electronics, artificial intelligence, and consumer electronics. Yangjie Technology emphasized its commitment to product innovation and operational efficiency, which has contributed to its profit growth [4]. - **China Life (601628)** anticipates a net profit of approximately 156.79 billion to 177.69 billion yuan for the first three quarters, representing a year-on-year increase of about 50% to 70%. The company has focused on enhancing its investment strategies and supporting the real economy [5][6]. - **Zhuhai Guanyu (688772)** expects a net profit of 36.7 million to 41.7 million yuan for the first three quarters, reflecting a growth of 36.88% to 55.54% year-on-year, attributed to improved customer share and operational efficiency [6]. - **Changqing Group (002616)** forecasts a net profit of 19.1 million to 20.3 million yuan for the first three quarters, marking a growth of 55.25% to 65.00% year-on-year, driven by tax incentives and reduced fuel costs [6]. Market Trends - Recent reports indicate a recovery in industrial profits, supported by low base effects and domestic demand expansion. The third quarter is expected to see continued high growth in sectors such as mid-to-high-end manufacturing and the AI industry [7].