Core Viewpoint - New Yisheng (300502.SZ) reported significant growth in its third-quarter results, indicating strong operational performance and profitability [1] Financial Performance - The company achieved a revenue of 16.5 billion yuan in the first three quarters, representing a year-on-year increase of 221.70% [1] - The net profit attributable to shareholders reached 6.327 billion yuan, marking a year-on-year growth of 284.37% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 6.301 billion yuan, reflecting a year-on-year increase of 283.27% [1]

Group 1 - The core viewpoint of the article highlights the significant growth in revenue and net profit for the company New Yi Sheng (300502.SZ) in Q3 2025, driven by investments in artificial intelligence computing power [1] - In Q3 2025, the company's revenue reached 6.068 billion yuan, representing a year-on-year increase of 152.53%, while net profit was 2.385 billion yuan, up 205.38% [1] - For the first three quarters of 2025, the total revenue was 16.505 billion yuan, showing a year-on-year growth of 221.70%, and net profit amounted to 6.327 billion yuan, reflecting an increase of 284.37% [1] Group 2 - As of the latest market close, New Yi Sheng's stock price was 406.1 yuan per share, with a decline of 1.1%, and a total market capitalization of 403.7 billion yuan [2] - Notably, the company's stock price has surged over 393% since the beginning of the year [2]

Core Insights - The company reported significant revenue and profit growth in Q3 2025, with revenue reaching 6.068 billion RMB, a year-on-year increase of 152.53%, and net profit of 2.385 billion RMB, up 205.38% [1][5] Financial Performance - For the first three quarters of 2025, total revenue was 16.505 billion RMB, reflecting a 221.70% increase year-on-year, while net profit reached 6.327 billion RMB, a 284.37% increase [2] - The growth in revenue is attributed to strong market demand in the AI sector, which has driven sales significantly [2] Cost and Investment - Operating costs increased by 194.30% to 8.707 billion RMB due to expanded sales scale, while R&D expenses rose by 149.57% to 501 million RMB to maintain technological leadership [2] - Sales expenses also increased by 96.88% due to market expansion and personnel costs [2] Balance Sheet Expansion - As of the end of the reporting period, total assets reached 21.356 billion RMB, a 74.10% increase from the previous year [3] - Cash and cash equivalents surged to 5.439 billion RMB, up 239.86%, primarily due to strong sales collections and tax refunds [6] Inventory and Receivables - Inventory increased to 6.603 billion RMB, a 59.79% rise, as the company prepared for current and anticipated orders [6] - Accounts receivable also grew to 3.993 billion RMB, reflecting the increase in sales [6] Liabilities - Payables increased significantly, with accounts payable and notes payable rising by 110.82% and 55.03%, respectively, due to larger raw material procurement [6] - Employee compensation liabilities rose by 131.00%, indicating an increase in workforce or salary levels [6]

Core Insights - The overall trend in the third quarter shows a reduction in holdings for CATL, while significant increases in holdings were observed for Zhongji Xuchuang and Xinyi Sheng [1][4]. Group 1: Fund Holdings Overview - As of the end of Q3, the total market value of funds holding CATL exceeded 200 billion yuan, making it the only stock with holdings over this threshold [1][4]. - Guizhou Moutai ranked second in fund holdings with a total market value of approximately 123.6 billion yuan, further widening the gap from CATL [1][4]. - Zhongji Xuchuang and Xinyi Sheng were significantly increased in holdings, each surpassing 110 billion yuan in total market value, entering the top five holdings of funds [1][4]. Group 2: Changes in Holdings - Funds collectively reduced their holdings in CATL by over 50 million shares during Q3, despite the stock price rising significantly [4][5]. - Other notable stocks that saw increased fund holdings include Alibaba-W, Dongfang Caifu, and Industrial Fulian, while stocks like Cambricon-U, China Merchants Bank, and Meidi Group were notably reduced [4][9]. - In the A-share market, 32 stocks experienced a reduction of over 10 million shares, primarily in the financial sector, indicating a trend of decreasing exposure in this area [9][10]. Group 3: Significant Increases in Holdings - In the A-share market, 26 stocks received over 10 million shares in increased holdings, with Industrial Fulian seeing a rise of over 480 million shares, bringing total holdings to 645 million shares [5][6]. - In the Hong Kong market, 20 stocks also saw increases of over 10 million shares, with SenseTime-W's holdings increasing by over 2 billion shares, totaling 2.067 billion shares [7][8]. Group 4: Sector Trends - The financial sector saw significant reductions in holdings, with many bank stocks experiencing notable declines in shareholding [9][10]. - In the Hong Kong market, 20 stocks were reduced by over 5 million shares, with many from the financial and telecommunications sectors [11][12].

新易感(300502.SZ)发布2025年第三季度报告，第三季度营收为60.68亿元，同比增长152.53%；净利润为23.85亿元，同比增长205.38%。前三季度 营收为165.05亿元，同比增长221.70%；净利润为63.27亿元，同比增长284.37%。业绩增长主要系报告期内公司受益于人工智能算力投资的发展， 销售收入较上年同期大幅增加。 资金流向: 最新份额为111.7亿份,减 少了1.3亿份,主力资金净 流出3181.0万元。 估值分位:17.43% 游戏ETF (产品代码：159869) 市盈率: 19.99倍 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 沂五日涨跌: -1.55% 近五日涨跌:6.02% ★ 跟踪：中证动漫游戏指数 市盈率:168.62倍 近五日涨跌: - 1.44% 资金流向: 最新份额为489.0亿份,减 少了5400.0万份,主力资金 净流出6332.4万元。 市盈率： 41.74倍 资金流向: ...

Core Insights - The company reported significant growth in both revenue and net profit for the third quarter and the first three quarters of 2025, driven by investments in artificial intelligence computing power [1] Financial Performance - In Q3 2025, the company's revenue reached 6.068 billion, marking a year-on-year increase of 152.53% [1] - The net profit for Q3 2025 was 2.385 billion, reflecting a year-on-year growth of 205.38% [1] - For the first three quarters of 2025, total revenue amounted to 16.505 billion, which is a 221.70% increase compared to the same period last year [1] - The net profit for the first three quarters was 6.327 billion, showing a remarkable year-on-year growth of 284.37% [1] Drivers of Growth - The substantial increase in sales revenue is attributed to the company's benefits from the development of artificial intelligence computing power investments [1]

为使投资者全面了解公司的经营成果、财务状况及未来发展规划，公司 2025 年第三季度报告于 2025 年 10 月 30 日在中国证监会指定的创业板信息披露网站 巨潮资讯网（www.cninfo.com.cn）上披露。 证券代码： 300502 证券简称： 新易盛 公告编号： 2025-055 成都新易盛通信技术股份有限公司 关于 2025 年第三季度报告披露的提示性公告 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 29 日，成都新易盛通信技术股份有限公司（以下简称"公司"） 召开了第五届董事会第十一次会议，审议通过了《关于公司 2025 年第三季度报 告的议案》。 2025 年 10 月 29 日 敬请投资者注意查阅。 特此公告。 成都新易盛通信技术股份有限公司董事会 ...

证券代码： 300502 证券简称： 新易盛 公告编号： 2025-054 成都新易盛通信技术股份有限公司 第五届董事会第十一次会议决议公告 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。 二、董事会会议审议情况 1、审议通过了《关于公司2025年第三季度报告的议案》 公司按照深圳证券交易所的要求，编制了《2025年第三季度报告》，对公司 2025 年第三季度的财务状况和经营成果进行了分析，报告内容真实、准确、完 整地反映了公司 2025 年第三季度的实际情况，不存在任何虚假记载、误导性陈 述或者重大遗漏。 一、董事会会议召开情况 成都新易盛通信技术股份有限公司（以下简称"公司"）第五届董事会第十 一次会议于2025年10月22日以电子邮件及电话方式通知全体董事，并于2025年10 月29日以现场的方式在公司会议室举行。本次会议应到董事7名，实到7名，符合 《中华人民共和国公司法》及《成都新易盛通信技术股份有限公司章程》的规定， 表决所形成决议合法、有效。会议由董事长高光荣主持，以记名投票的表决方式。 2、审议通过了《关于实施子公司吸收合并的议案》 公司为优化 ...

新易盛公告，第三季度营收为60.68亿元，同比增长152.53%；净利润为23.85亿元，同比增长205.38%。 前三季度营收为165.05亿元，同比增长221.70%；净利润为63.27亿元，同比增长284.37%。 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥6,067,620,945.86, representing a 152.53% increase compared to the same period last year[5] - Net profit attributable to shareholders for Q3 2025 was ¥2,384,798,239.47, a significant increase of 205.38% year-over-year[5] - The basic earnings per share for Q3 2025 was ¥2.40, up 203.80% from ¥1.10 in the same quarter last year[5] - The company's operating revenue reached ¥16,504,791,211.36, a significant increase of 221.70% compared to the previous period, primarily driven by advancements in artificial intelligence computing power[10] - Net profit increased to ¥11,407,778,361.95, reflecting a growth of 111.27% year-on-year due to higher operating income[10] - The total operating revenue for the period reached ¥16,504,791,211.36, a significant increase from ¥5,130,435,808.52 in the previous period, representing a growth of approximately 222%[21] - The total operating revenue for the current period reached ¥17,019,651,307.23, a significant increase from ¥5,666,935,005.00 in the previous period, representing a growth of approximately 200%[24] - The net profit attributable to the parent company's shareholders was ¥6,327,092,507.84, compared to ¥1,646,072,871.21 in the previous period, marking an increase of about 284%[23] - The operating profit for the current period was ¥7,046,213,011.26, up from ¥1,867,634,610.48, reflecting a growth of approximately 276%[22] - The total comprehensive income for the current period was ¥6,426,649,845.78, compared to ¥1,682,958,691.24 in the previous period, representing an increase of approximately 282%[23] - The basic and diluted earnings per share were both ¥6.37, compared to ¥1.66 in the previous period, indicating a growth of approximately 284%[23] Assets and Liabilities - Total assets as of September 30, 2025, amounted to ¥21,356,332,939.88, reflecting a 74.10% increase from the end of the previous year[5] - The company's total liabilities included a significant increase in income tax payable, which reached ¥399,972,715.53, up 75.69% due to higher corporate income tax[10] - Total liabilities rose to ¥6,832,326,153.11 from ¥3,938,420,036.03, indicating an increase of approximately 73%[19] - The equity attributable to shareholders increased to ¥14,524,006,786.77 from ¥8,328,129,817.86, reflecting a growth of about 74%[20] Cash Flow and Operating Activities - Cash flow from operating activities for the year-to-date period was ¥4,637,420,680.00, a remarkable increase of 1,529.63% compared to the previous year[5] - The net cash flow from operating activities surged to ¥4,637,420,688.24, a remarkable increase of 1,529.63% compared to the previous period, driven by increased sales and tax refunds[10] - The net cash flow from operating activities was ¥4,637,420,688.24, a substantial rise from ¥284,568,423.34 in the previous period[25] Expenses and Costs - Research and development expenses rose to ¥501,274,536.72, marking a 149.57% increase, indicating a strong commitment to innovation[10] - Sales expenses increased to ¥123,325,111.08, reflecting a 96.88% rise due to higher personnel costs and ongoing market expansion efforts[10] - The total operating costs amounted to ¥9,280,518,667.86, up from ¥3,242,676,709.11, indicating an increase of about 187%[21] - The total operating costs for the current period were ¥9,280,518,667.86, compared to ¥3,242,676,709.11 in the previous period, reflecting an increase of about 186%[22] - The income tax expense for the current period was ¥723,440,998.72, compared to ¥223,719,970.02 in the previous period, indicating an increase of approximately 224%[22] Shareholder Information - The company’s total number of ordinary shareholders at the end of the reporting period was 155,317, indicating a stable shareholder base[12] - The company plans to release 25% of the locked shares for several executives on January 1, 2026, totaling approximately 31,473,120 shares[15] Other Financial Metrics - The weighted average return on equity for Q3 2025 was 20.81%, compared to 12.45% in the same quarter last year[5] - The company reported a substantial increase in other comprehensive income, which amounted to ¥59,943,332.83, a rise of 166.09% attributed to foreign currency translation adjustments[10] - The company experienced a 578.90% increase in other income, totaling ¥25,138,313.57, primarily from government subsidies received during the reporting period[10] - The financial expenses showed a significant change, with a gain of ¥255,411,066.63 due to the appreciation of the foreign currency used by overseas subsidiaries, representing a 179.49% increase[10] - The company received government subsidies amounting to ¥20,407,369.23 during the reporting period, contributing positively to its financial performance[7]