人民财讯10月29日电，长芯博创（300548）10月29日发布2025年三季报，第三季度营业收入5.94亿元， 同比增长23.34%；净利润8174.89万元，同比增长244.57%。前三季度营业收入17.94亿元，同比增长 45.41%；净利润2.5亿元，同比增长566.59%。 ...

每经AI快讯，10月29日，长芯博创(300548.SZ)发布2025年第三季度报告，第三季度营收为5.94亿元，同 比增长23.34%；归属于上市公司股东的净利润为8174.89万元，同比增长244.57%。前三季度实现营业收 入17.94亿元，同比增长45.41%；归属于上市公司股东的净利润为2.50亿元，同比增长566.59%。业绩大 幅增长主要系报告期内主营业务收入增加、公允价值变动收益上升以及投资收益结构变化所致。 ...

长芯博创公告，第三季度营收为5.94亿元，同比增长23.34%；净利润为8174.89万元，同比增长 244.57%。前三季度营收为17.94亿元，同比增长45.41%；净利润为2.5亿元，同比增长566.59%。 ...

长芯博创科技股份有限公司 2025 年第三季度报告 证券代码：300548 证券简称：长芯博创 公告编号：2025-076 长芯博创科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重 大遗漏，并承担个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 ☑否 1 长芯博创科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 ☑否 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末 | 年初至报告期末比上 | | --- | --- | --- | --- | --- | | | | 增减 | | 年同期增减 | | 营业收入（元） | 593,660,910.40 | 23.3 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交舍额 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | 2025-10-29 | 300548 | 长芯博创 | 93.66 | 4.52 | 423.39 机构专用 | 中信证券股份有限 | | | | | | | | 公司嘉兴分公司 | | 2025-10-29 | 300548 | 长芯博创 | 93.66 | 19.19 | 1,797.48机构专用 | 中信证券股份有限 | | | | | | | | 公司喜兴分公司 | | 2025-10-29 | 300548 | 长芯博创 | 93.66 | 2.50 | 234.15 中信证券股份有限 | 中信证券股份有限 | | | | | | | 公司北京上地证券 | 公司喜兴分公司 | | | | | | | 营业部 | | | 2025-10-29 | 300548 | 长芯博创 | 93.66 | 2.20 | 206.05 广发证券股 ...

长芯博创10月28日大宗交易平台共发生19笔成交，合计成交量246.40万股，成交金额2.38亿元。成交价 格均为96.60元，相对今日收盘价折价15.00%。从参与大宗交易营业部来看，机构专用席位共出现在6笔 成交的买方或卖方营业部中，合计成交金额为1.98亿元，净买入1.98亿元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 144.00 | 13910.40 | 96.60 | -15.00 | 机构专用 | 中信证券股份有限 | | | | | | | 公司嘉兴分公司 | | 50.00 | 4830.00 | 96.60 | -15.00 | 机构专用 | 中信证券股份有限 | | | | | | | 公司嘉兴分公司 | | 5.00 | 483.00 | 96.60 | -15.00 | 长江证券股份有限公司北京百 | 中信证券股份有限 | | | | | | 万庄大街 ...

Group 1 - The core point of the article is the performance and changes in the top holdings of the Zhonghang Opportunity Leading Mixed Fund, which reported a net value growth rate of 119.56% over the past year [1] Group 2 - The fund's top ten holdings saw the addition of new stocks: Yuanjie Technology, Guangku Technology, and Dongshan Precision [1] - The fund increased its position in Yingweike by 12.65 million shares, making it the largest holding [1] - The previous top holdings, Changxin Bochuang, Shijia Photon, and Founder Technology, were removed from the top ten [1] Group 3 - Significant increases in holdings include: - Yingweike (increased by 364.09% to 16.13 million shares, valued at 1.29 billion) - Xinyi Sheng (increased by 332.17% to 3.51 million shares, valued at 1.285 billion) - Zhongji Xuchuang (increased by 338.67% to 3.12 million shares, valued at 1.26 billion) - Shenghong Technology (increased by 502.27% to 4.25 million shares, valued at 1.214 billion) - Tianfu Communication (increased by 539.34% to 6.98 million shares, valued at 1.171 billion) - Hudian Co. (increased by 669.13% to 9.94 million shares, valued at 730 million) - Dekeli (increased by 312.55% to 5.64 million shares, valued at 683 million) [1]

Group 1 - The core focus of several fund managers in Q3 has been on PCB leading stocks, particularly East Mountain Precision, with notable increases in holdings by prominent funds [2][3] - The fund "Yongying Technology Smart Select" has shown significant performance, with a year-to-date return exceeding 200%, and has heavily invested in the PCB sector and optical module leaders [3][5] - Fund managers have expressed confidence in the A-share market, highlighting the potential for further asset allocation towards equity due to favorable domestic fiscal and monetary policies [10][11] Group 2 - Fund managers have adjusted their portfolios, with some reducing holdings in optical module leaders while increasing investments in the robotics industry [6][7] - The "Yongying Technology Smart Select" fund has seen its net asset value growth rate approach 100%, leading to a substantial increase in fund size from 11.66 billion to 115.21 billion [12] - There is a growing interest in Hong Kong stocks, with funds increasing their positions in companies like Alibaba and various biotech firms, reflecting a dual focus on technology and recovery sectors [9]

Group 1 - The core viewpoint of the news is that Changxin Bochuang's stock has seen a significant increase, with a rise of 5.16% to 115.25 CNY per share, and a total market capitalization of 33.55 billion CNY [1] - Changxin Bochuang Technology Co., Ltd. is located in Jiaxing, Zhejiang Province, and was established on July 8, 2003. The company focuses on the research, production, and sales of integrated optoelectronic devices in the optical communication field [1] - The main business revenue composition includes 81.36% from data communication, consumer and industrial interconnection markets, 18.46% from the telecommunications market, and 0.18% from other sources [1] Group 2 - From the perspective of fund holdings, Changxin Bochuang is a significant investment for Changxin Fund, with the Changxin Quantitative Pioneer Mixed A fund holding 130,300 shares, accounting for 1.48% of the fund's net value, ranking as the fifth-largest holding [2] - The Changxin Quantitative Pioneer Mixed A fund has a total scale of 586 million CNY and has achieved a return of 30.72% this year, ranking 2905 out of 8226 in its category [2] - The fund manager, Zuo Jinbao, has been in position for 10 years and 232 days, with the best fund return during his tenure being 149.65% [3]

Core Insights - The AI hardware sector experienced significant growth, with the ChiNext AI index rising over 5% in a single day, driven by major players in the optical module market [1][4] - Key stocks such as Zhongji Xuchuang and Xinyi Sheng saw substantial increases, with Zhongji Xuchuang rising over 12% and Xinyi Sheng over 7% [1][2] - The ChiNext AI index has shown a weekly increase of 13.82%, outperforming similar indices, indicating strong momentum in the AI sector [4] Company Performance - Zhongji Xuchuang's stock price reached 494.00, with a rise of 12.05%, giving it a market capitalization of 230.34 billion [2] - Changxin Bochuang's stock rose by 11.36% to 109.60, with a market cap of 33.49 billion [2] - Other notable performers included Beijing Junzheng, Xinyi Sheng, and Tianfu Communication, with increases of 7.94%, 7.25%, and 6.46% respectively [2] Market Trends - The ChiNext AI ETF (159363) saw a significant increase of 5.49% in a single day, with a total trading volume of 890 million [2] - The ETF has shown a "W" pattern in its technical analysis, suggesting a potential breakout above previous highs [2] - The AI sector is expected to continue leading the A-share market, supported by accelerating domestic and international computing infrastructure [4][5] Policy and Industry Outlook - The Chinese government emphasizes technological self-reliance, with AI being a key focus for the next five years [5] - The Ministry of Science and Technology aims to accelerate innovation in AI and related technologies, enhancing supply chains for computing power, algorithms, and data [5] - Analysts believe the AI industry is in a phase of policy, technology, and demand convergence, indicating a positive outlook for growth and investment opportunities [5][6]