公司控股股东和实际控制人均为喻丽丽、曾万辉。董事长曾万辉，1970年出生，毕业于国防科技大学微波 与毫米波技术专业，硕士学历。1995 - 2005年在北京新神剑经济技术发展有限公司任市场部经理，2006年 起在公司任职，现任董事长、总裁。其2024年薪酬18.78万，较2023年的56.35万减少37.57万元。 景嘉微成立于2006年4月5日，于2016年3月31日在深圳证券交易所上市，注册地址和办公地址均位于湖南 省长沙市。公司是国内GPU领域领先企业，专注于高可靠军用电子产品研发，拥有自主可控的图形处理芯 片技术。 主营业务为高可靠军用电子产品的研发、生产和销售，所属申万行业为国防军工 - 军工电子Ⅱ - 军工电子 Ⅲ，涉及DeepSeek概念、信创概念、人工智能核聚变、超导概念、核电等概念板块。 经营业绩：营收行业第37，净利润行业第50 2025年三季度，景嘉微实现营业收入4.95亿元，行业排名37/64，远低于行业第一名中航成飞的482.86亿元 和第二名中航光电的158.38亿元，低于行业平均数18.98亿元，也低于行业中位数5.75亿元。当期净利润为 -7253.34万元，行业排名50/64 ...

证券代码：300474 证券简称：景嘉微 编号：2025-005 2、公司第三季度业绩改善，请问公司未来如何展望？ 投资者关系活动记录表 | □√ | 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 | | □ | 新闻发布会 □ 路演活动 | | 类别 □ | 现场参观 | | □ | 其他 | | 参与单位名称及 | 宏利基金、华夏基金、浙商证券、国泰海通证券、湖南万泰华瑞、 | | 人员姓名 | 申万宏源、国寿资产 家机构共 位投资者。（排名不分先后） 7 15 | | 时间 | 年 月 日-31 日 2025 10 29 | | 地点 | 公司 5 楼会议室 | | 上市公司接待人 | 副总裁 董事会秘书周振武 | | 员姓名 | | | | 一、公司基本情况介绍 | | | 公司自成立以来致力于信息探测、信息处理和综合应用，为 | | | 客户提供高品质、高可靠的产品、解决方案和服务。公司主要从 | | | 事高可靠电子产品的研发、生产和销售，产品主要涉及图形显控 | | | 领域、小型专用化雷达领域、芯片领域和其他。图形显控是公司 ...

Major Events - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 2.2 billion yuan to the company for repaying bond principal and interest, with a term of no more than 3 years and an interest rate reduced by 66 basis points from the 1-year LPR [2] - ST Chuangxing's chairman, Liu Peng, has been arrested on criminal charges, but the company states that this matter is unrelated to its operations, and the board is functioning normally [2] - Shannon Chip's chairman, Fan Yongwu, resigned for personal reasons, and Huang Zewei has been elected as the new chairman, holding over 10% of the company's shares [3] - China Coal Energy has invested 1 billion yuan in a state-owned strategic emerging industry fund, which has a total size of 51 billion yuan, aimed at expanding its industrial cooperation ecosystem [4] - Da'an Gene's board has authorized management to sell part of its stock assets, with a limit of 1% through centralized bidding and 2% through block trading [5][6] - Kaineng Health plans to acquire several subsidiaries from Yuaneng Group to strengthen its investment in the cell industry [6] - David Medical's subsidiary has received a medical device registration certificate for a disposable lung nodule positioning puncture needle [7] Financial Performance - Sairus reported a Q3 net profit of 2.371 billion yuan, a decrease of 1.74% year-on-year, with a revenue of 48.133 billion yuan, up 15.75% [8] - Upwind New Materials achieved a Q3 net profit of 30.6473 million yuan, a 49.66% increase year-on-year, with revenue of 496 million yuan, up 23.73% [9] - Youzu Network's Q3 net profit surged by 4466.74% to 26.1999 million yuan, with revenue of 331 million yuan, up 11.99% [10] - Zhongji Xuchuang's Q3 net profit increased by 124.98% to 3.137 billion yuan, with revenue of 10.216 billion yuan, up 56.83% [11] - SAIC Group's Q3 net profit reached 2.083 billion yuan, a 644.88% increase, with revenue of 169.403 billion yuan, up 16.19% [12] - China Life's Q3 net profit was 126.873 billion yuan, a 91.5% increase, with revenue of 298.66 billion yuan, up 54.8% [13] - Pingtan Development's Q3 net profit grew by 1970.63% to 16.1449 million yuan, with revenue of 287 million yuan, up 11.78% [14] - Huatai Securities reported a Q3 net profit of 5.183 billion yuan, a decrease of 28.11%, with revenue of 10.909 billion yuan, down 6.94% [15] - Yanzhou Coal's Q3 net profit was 2.288 billion yuan, down 36.60%, with revenue of 38.259 billion yuan, down 0.26% [16] - Dongwu Securities' Q3 net profit increased by 50.56% to 1.003 billion yuan, with revenue of 2.846 billion yuan, up 38.39% [17] - Dongxing Securities' Q3 net profit surged by 112.67% to 780 million yuan, with revenue of 1.361 billion yuan, up 35.79% [18] - CMB Securities reported a Q3 net profit of 3.686 billion yuan, a 53.45% increase, with revenue of 7.723 billion yuan, up 64.89% [19] - Agricultural Bank's Q3 net profit was 81.349 billion yuan, up 3.66%, with revenue of 1809.81 billion yuan, up 4.30% [20] - Industrial and Commercial Bank's Q3 net profit reached 101.805 billion yuan, up 3.29%, with revenue of 2018.86 billion yuan, up 2.42% [21] - Shenghe Resources reported a Q3 net profit increase of 748.07% [22] - Ingrity Media's Q3 net profit was 442.85 million yuan, up 167.91%, with revenue of 1.919 billion yuan, up 29.70% [23] - China Duty Free's Q3 net profit decreased by 28.94% to 452 million yuan, with revenue of 11.711 billion yuan, down 0.38% [24] - Luzhou Laojiao's Q3 net profit was 3.099 billion yuan, down 13.07%, with revenue of 6.674 billion yuan, down 9.80% [25] - Longi Green Energy reported a Q3 net loss of 834 million yuan, with revenue of 18.101 billion yuan, down 9.78% [26] - New Hope's Q3 net profit was 512.55 million yuan, down 99.63%, with revenue of 28.879 billion yuan, up 4.51% [27] - Wealth Trend's Q3 net profit increased by 76.93% to 77.1855 million yuan, with revenue of 65.3534 million yuan, up 4.31% [28] - Hunan Silver's Q3 net profit was 96.3611 million yuan, up 47.51%, with revenue of 4.065 billion yuan, up 98.68% [29] - Spring Airlines' Q3 net profit decreased by 6.17% to 1.167 billion yuan, with revenue of 6.469 billion yuan, up 6.01% [30] - Litong Electronics reported a Q3 net profit of 165 million yuan, up 1432.90%, with revenue of 946 million yuan, up 57.09% [31] - Baosteel's Q3 net profit increased by 130.31% to 3.081 billion yuan, with revenue of 81.064 billion yuan, up 1.83% [32] - Giant Star Technology's Q3 net profit was 882 million yuan, up 18.96%, with revenue of 4.129 billion yuan, down 5.80% [33] - Wanda Film's Q3 net profit increased by 319.92% year-on-year [34] - COSCO Shipping's Q3 net profit decreased by 29% [35] - PetroChina's Q3 net profit was 42.29 billion yuan, down 3.9%, with revenue of 719.16 billion yuan, up 2.3% [36] - JA Solar reported a Q3 net loss of 3.553 billion yuan [37] - BOE Technology's Q3 net profit was 1.355 billion yuan, up 32.07%, with revenue of 53.270 billion yuan, up 5.81% [38] - BYD's Q3 net profit was 7.823 billion yuan, down 32.60%, with revenue of 194.985 billion yuan, down 3.05% [39] - Guotai Junan's Q3 net profit increased by 40.60% to 6.337 billion yuan, with revenue of 22.019 billion yuan, up 136.00% [40] - Jianghuai Automobile reported a Q3 net loss of 661 million yuan, with revenue of 11.513 billion yuan, up 5.54% [41] - Zhezhong Co. reported a Q3 net profit of 206 million yuan, up 5282.88%, with revenue of 232 million yuan, down 21.33% [42] - Yonghui Supermarket reported a Q3 net loss of 469 million yuan, with revenue of 12.486 billion yuan, down 25.55% [43] Shareholding Changes - Ruisheng Intelligent's shareholder plans to reduce its stake by up to 3% [44] - SF Holding adjusted its share repurchase plan to a total amount of not less than 1.5 billion yuan and not more than 3 billion yuan [45] - Changying Precision adjusted its share repurchase price limit to 50 yuan per share [46] Major Contracts - Trina Solar signed a sales contract for over 1 GWh of energy storage products with a European customer [47]

Major Events - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 2.2 billion yuan to the company for repaying bond principal and interest, with a term of no more than 3 years and an interest rate reduced by 66 basis points from the 1-year LPR [4] - *ST Chuangxing's chairman, Liu Peng, has been arrested for suspected criminal activities, but the company's operations remain normal under the management of the executive team [5] - Shannon Chip's chairman, Huang Zewei, has been elected following the resignation of the previous chairman, Fan Yongwu [6][7] - China Coal Energy has invested 1 billion yuan in a state-owned strategic emerging industry fund, which has a total size of 51 billion yuan, aimed at expanding its industrial cooperation ecosystem [8] - Da'an Gene's board has authorized management to sell part of its stock assets, with a limit of 1% through centralized bidding and 2% through block trading [9] - Kaineng Health plans to acquire several subsidiaries of Yuaneng Group to strengthen its investment in the cell industry, aiming to create a second growth curve [10] - David Medical's subsidiary has received a medical device registration certificate for a disposable lung nodule positioning puncture needle [11] Performance Overview - Saisir reported a Q3 net profit of 2.371 billion yuan, a year-on-year decrease of 1.74%, with a revenue of 48.133 billion yuan, up 15.75% [12][13] - Upwind New Materials achieved a Q3 net profit of 30.6473 million yuan, a year-on-year increase of 49.66% [14] - Youzu Network's Q3 net profit surged by 4466.74% to 26.1999 million yuan [15] - Zhongji Xuchuang's Q3 net profit increased by 124.98% to 3.137 billion yuan [16] - SAIC Motor's Q3 net profit reached 2.083 billion yuan, up 644.88% [17] - China Life's Q3 net profit was 126.873 billion yuan, a year-on-year increase of 91.5% [18] - Pingtan Development's Q3 net profit grew by 1970.63% to 16.1449 million yuan [19] - Huatai Securities reported a Q3 net profit of 5.183 billion yuan, down 28.11% [20] - Yanzhou Coal's Q3 net profit decreased by 36.60% to 2.288 billion yuan [21] - Dongwu Securities' Q3 net profit increased by 50.56% to 1.003 billion yuan [22] - Dongxing Securities' Q3 net profit surged by 112.67% to 780 million yuan [23] -招商证券's Q3 net profit increased by 53.45% to 3.686 billion yuan [24] - Agricultural Bank's Q3 net profit was 81.349 billion yuan, up 3.66% [25] - Industrial and Commercial Bank's Q3 net profit reached 101.805 billion yuan, a year-on-year increase of 3.29% [26] - Shenghe Resources reported a Q3 net profit growth of 748.07% [28] -引力传媒's Q3 net profit increased by 167.91% to 442.85 million yuan [29] - China Duty Free's Q3 net profit decreased by 28.94% to 452 million yuan [30] - Luzhou Laojiao's Q3 net profit decreased by 13.07% to 3.099 billion yuan [31] - Everbright Securities' Q3 net profit increased by 65.88% to 999.5 million yuan [32] - Gujing Gongjiu's Q3 net profit decreased by 74.56% to 299 million yuan [33] - Longi Green Energy reported a Q3 net loss of 834 million yuan [34] - New Hope's Q3 net profit decreased by 99.63% to 512.55 million yuan [35] - Wealth Trend's Q3 net profit increased by 76.93% to 77.1855 million yuan [36] - Hunan Silver's Q3 net profit increased by 47.51% to 96.3611 million yuan [37] - Spring Airlines' Q3 net profit decreased by 6.17% to 1.167 billion yuan [38] - Litong Electronics' Q3 net profit surged by 1432.90% to 165 million yuan [39] - Baosteel's Q3 net profit increased by 130.31% to 3.081 billion yuan [40] - Juxing Technology's Q3 net profit increased by 18.96% to 882 million yuan [42] - Wanda Film's Q3 net profit increased by 319.92% [43] - COSCO Shipping's Q3 net profit decreased by 29% [44] - China Petroleum's Q3 net profit was 42.29 billion yuan, down 3.9% [45] - JA Solar reported a Q3 net loss of 3.553 billion yuan [46] - BOE Technology's Q3 net profit increased by 32.07% to 1.355 billion yuan [47] - BYD's Q3 net profit decreased by 32.60% to 7.823 billion yuan [48] - Guotai Junan's Q3 net profit increased by 40.60% to 6.337 billion yuan [50] - Jianghuai Automobile reported a Q3 net loss of 661 million yuan [51] - Zhezhong Co.'s Q3 net profit increased by 5282.88% to 206 million yuan [52] - Yonghui Supermarket reported a Q3 net loss of 469 million yuan [53] Shareholding Changes - Ruisheng Intelligent's shareholder plans to reduce its stake by up to 3% [54] Share Buybacks - SF Holding has adjusted its share buyback plan to a total amount of not less than 1.5 billion yuan and not more than 3 billion yuan [55][56] - Changying Precision has raised its share buyback price limit to 50 yuan per share [57] Major Contracts - Trina Solar signed a sales contract for over 1 GWh of energy storage products with a European customer [58]

Group 1 - The "International Talent Fair" in Shenzhen will feature over 20 listed companies and research institutions from Hunan, offering nearly 800 quality job positions, including 22 with salaries exceeding 1 million yuan, and the highest salary reaching 1.5 million yuan [2] - Companies participating include well-known firms such as Wanxing Technology, Weisheng Information, and Jingjia Microelectronics, with job roles spanning R&D, technology, marketing, management, and graduate training programs [2] - The recruitment event reflects the strong demand for talent from leading companies in Changsha, aligning salaries with coastal regions [2] Group 2 - AI talent is in high demand, with companies like Hunan Qilin Xinan and Tuo Wei Information offering positions such as large model algorithm engineers and embedded development engineers [3] - There is a notable demand for talent in overseas market expansion, with specific roles for international business and social media marketing personnel aimed at understanding overseas user habits [3]

Group 1 - The 2025 Hurun Rich List features 1,434 individuals with wealth exceeding 5 billion yuan, totaling nearly 30 trillion yuan [1] - Four entrepreneurs from Huangshi are listed, with He Xiaopeng leading at 48 billion yuan, followed by Wu Shaoxun at 17.5 billion yuan [1][4] - Lei Jun, from Hubei, ranks first among Hubei entrepreneurs with a wealth of 326 billion yuan, marking a 151% increase from the previous year [4] Group 2 - Huang Li and Huang Sheng, with a combined wealth of 34.5 billion yuan, have seen a 103% increase, ranking 176th overall [4] - The list indicates significant wealth growth among Hubei entrepreneurs, with many experiencing substantial increases in their rankings and wealth [3][4] - The overall trend shows a rise in the number of billionaires and their total wealth in the region, reflecting economic growth [1][3]

2025年10月29日，景嘉微(300474.SZ)发布2025年第三季报。截至2025年10月28日，共有19个机构投资 者披露持有景嘉微A股股份，合计持股量达6250.96万股，占景嘉微总股本的11.96%。其中，前十大机 构投资者包括国家集成电路产业投资基金股份有限公司、新余市景嘉合创股权投资合伙企业(有限合 伙)、中国工商银行股份有限公司-易方达创业板交易型开放式指数证券投资基金、中国农业银行股份有 限公司-中证500交易型开放式指数证券投资基金、中国建设银行股份有限公司-华夏国证半导体芯片交 易型开放式指数证券投资基金、中国国际金融股份有限公司、华宝创业板人工智能ETF、申万菱信乐享 混合A、富国创业板人工智能ETF、华夏创业板人工智能ETF，前十大机构投资者合计持股比例达 11.86%。相较于上一季度，前十大机构持股比例合计下跌了2.23个百分点。 公募基金方面，本期较上一期持股增加的公募基金共计6个，主要包括华宝创业板人工智能ETF、华夏 创业板人工智能ETF、南方创业板人工智能ETF、国泰创业板人工智能ETF、华富国泰民安灵活配置混 合A等，持股增加占比达0.13%。本期较上一季度持股减少的公 ...

Core Insights - The company reported a significant rebound in performance for Q3 2025, with both revenue and net profit showing substantial growth, although overall profitability for the year-to-date remains under pressure [1][3][4] Financial Performance - In Q3 2025, the company achieved revenue of 301 million yuan, a year-on-year increase of 230.65%, indicating a strong business recovery [3] - The net profit attributable to shareholders reached 15.08 million yuan, a year-on-year increase of 246.66%, marking a return to profitability [3] - The net profit after excluding non-recurring gains and losses was 9.86 million yuan, up 166.22% year-on-year, reflecting improved core business profitability [3] Year-to-Date Performance - For the year-to-date period, total revenue was 495 million yuan, a year-on-year increase of 12.14%, but the net profit attributable to shareholders was -72.53 million yuan, a decline of 403.81% [3] - The net profit excluding non-recurring items was -86.26 million yuan, a significant drop of 1437.78% year-on-year, indicating ongoing challenges in overall profitability [3] Cash Flow and Earnings - The net cash flow from operating activities for the year-to-date period was -145 million yuan, a decrease of 1228.67%, highlighting cash flow pressures [3] - Basic and diluted earnings per share for Q3 were 0.03 yuan, a year-on-year increase of 250.00%, while year-to-date earnings per share were -0.14 yuan, a decline of 380.00% [4] - The weighted average return on equity for the reporting period was 0.22%, an increase of 0.52 percentage points year-on-year, but year-to-date it was -1.03%, a decrease of 1.72 percentage points [4] Asset and Equity Position - As of the reporting period, total assets reached 7.775 billion yuan, a 2.78% increase from the previous year-end, indicating stable asset scale [4] - Shareholders' equity attributable to the company was 6.972 billion yuan, a decrease of 1.39% from the previous year-end [4] Future Outlook - The company demonstrated a strong performance rebound in Q3 2025, with significant growth in revenue and net profit, and improved core business profitability [4] - Despite the challenges reflected in year-to-date performance, ongoing efforts in core business areas such as graphics processing chips suggest potential for future performance improvement [4]

Group 1 - The company Jingjiawei (SZ 300474) announced that its 11th meeting of the 5th Board of Directors was held on October 27, 2025, where the agenda included the review of the "2025 Q3 Report" [1] - For the year 2024, the company's revenue composition is entirely from the manufacturing of computers, communications, and other electronic devices, accounting for 100.0% [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with a new "slow bull" market pattern emerging driven by technology [1]

智通财经APP讯，景嘉微(300474.SZ)发布2025年三季度报告，该公司前三季度营业收入为4.95亿元，同 比增长12.14%。归属于上市公司股东的净亏损为7253.34万元。归属于上市公司股东的扣除非经常性损 益的净亏损为8625.88万元。基本每股亏损为0.14元。 ...