Market Overview - The main board led the gains with notable stocks such as Jiuqi Software (+10.03%), Xingsen Technology (+10.02%), and New Clean Energy (+10.01%) [1] - The ChiNext board saw significant increases with Changying Precision (+14.19%) and Weier High (+13.16%) [1] - The Sci-Tech Innovation board was led by Pinming Technology (+18.00%) and Hengshuo Co., Ltd. (+11.21%) [1] - Active sub-industries included SW Passive Components (+4.77%) and SW Printed Circuit Boards (+4.76%) [1] Domestic News - New Kai's subsidiary Qiyunfang launched two EDA design software with fully independent intellectual property, achieving a 30% performance improvement over industry benchmarks [1] - Advanced packaging factory K18B by Dayu Light in Kaohsiung commenced construction with a total investment of 17.6 billion NTD, expected to be completed by Q1 2028 [1] - China's Ministry of Commerce issued an export control announcement prohibiting Anshi Semiconductor and its subcontractors from exporting specific finished parts and subcomponents produced in China [1] - JD.com announced a collaboration with CATL and GAC Group to launch a new car on November 9, focusing on consumer insights and exclusive sales [1] Company Announcements - Haiguang Information reported a total operating income of 9.49 billion yuan for the first three quarters of 2025, a year-on-year increase of 54.65%, with a net profit of 1.961 billion yuan, up 28.56% [3] - Zhongke Shuguang's net profit for the first three quarters of 2025 was 955 million yuan, a 24.05% increase, attributed to optimized product structure and improved operational efficiency [3] - Tailin Micro announced an estimated operating income of approximately 766 million yuan for the first three quarters of 2025, a year-on-year increase of about 30%, with a net profit of around 140 million yuan, up 118% [3] - Yilian Network projected an operating income of 4.192 billion to 4.356 billion yuan for the first three quarters of 2025, a growth of 2%-6%, while net profit is expected to decline by 3%-8% [3] Overseas News - The semiconductor materials and equipment market is projected to reach approximately $70 billion by 2030, up from over $50 billion in 2025, with front-end materials expected to reach $56 billion [2] - Broadcom launched the industry's first Wi-Fi 8 chip solution aimed at the broadband wireless edge ecosystem, designed to meet the demands of AI-era edge networks [2] - IDC reported that global smartphone shipments reached 322.7 million units in Q3 2025, a year-on-year increase of 2.6%, driven by high-end market recovery [2] - Samsung Electronics reported an operating profit of 12.1 trillion KRW (approximately $8.5 billion) for Q3, a 31.8% year-on-year increase, with revenue growing by 8.7% [2]

Core Viewpoint - The company, Yilian Network, anticipates a modest growth in revenue for the first three quarters of the year, while expecting a decline in net profit attributable to shareholders compared to the previous year [1] Financial Performance Summary - The projected operating revenue for the first three quarters is between 4.192 billion and 4.356 billion yuan, reflecting a year-on-year growth of 2% to 6% [1] - The expected net profit attributable to shareholders for the first three quarters is between 1.899 billion and 2.003 billion yuan, indicating a year-on-year decline of 3% to 8% [1] - For the third quarter, the anticipated net profit attributable to shareholders is between 704 million and 740 million yuan, showing a year-on-year growth of 0% to 5% [1]

Core Viewpoint - Yilian Network (300628.SZ) announced a profit forecast for the first three quarters of 2025, expecting a net profit attributable to shareholders of between 1.899 billion and 2.003 billion yuan, representing a year-on-year decline of 3% to 8% [1] Financial Performance - The company's operating revenue is projected to be between 4.192 billion and 4.356 billion yuan, showing a year-on-year growth of 2% to 6% [1] - Overall sales performance remains stable, with improvements noted due to fluctuations in the international trade environment and the pace of overseas capacity transfer [1] - In the third quarter, both revenue and profit achieved a quarter-on-quarter and year-on-year rebound, indicating a continuous improvement in operational performance [1]

Core Viewpoint - Yilian Network (300628) expects a decline in net profit for the first three quarters of 2023, with projections between 1.899 billion to 2.003 billion yuan, representing a year-on-year decrease of 3% to 8% [1] Financial Performance Summary - The company anticipates a net profit of 704 million to 740 million yuan for the third quarter, showing a year-on-year growth of 0% to 5% [1] - For the first three quarters, the expected operating revenue is between 4.192 billion to 4.356 billion yuan, reflecting a year-on-year increase of 2% to 6% [1] - The projected revenue for the third quarter is between 1.587 billion to 1.674 billion yuan, indicating a year-on-year growth of 10% to 16% [1] Business Environment Summary - The sales business remains stable overall, with improvements noted due to fluctuations in the international trade environment and the pace of overseas capacity transfer [1] - Both revenue and profit for the third quarter have shown a rebound both sequentially and year-on-year, indicating continuous improvement in operational performance [1]

Core Viewpoint - Yilian Network (300628.SZ) expects a decline in net profit for the first three quarters of 2025, projecting a range of 1.899 billion to 2.003 billion yuan, representing a year-on-year decrease of 3% to 8% [1] Financial Performance Summary - The net profit attributable to shareholders is forecasted to be between 1.899 billion and 2.003 billion yuan, reflecting a year-on-year decline of 3% to 8% [1] - The net profit after deducting non-recurring gains and losses is estimated to be between 1.821 billion and 1.898 billion yuan, indicating a year-on-year decrease of 1% to 5% [1]

Core Viewpoint - The company expects a slight increase in revenue for the first three quarters of the year, while net profit is projected to decline compared to the previous year [1] Financial Performance - Estimated revenue for the first three quarters is between 4,191.94 million and 4,356.33 million yuan, representing a year-on-year growth of 2% to 6% [1] - Estimated net profit attributable to shareholders is between 1,899.46 million and 2,002.69 million yuan, indicating a year-on-year decline of 3% to 8% [1] - Net profit after excluding non-recurring gains and losses is projected to be between 1,821.30 million and 1,897.99 million yuan, reflecting a decrease of 1% to 5% year-on-year [1] Business Operations - The company's sales operations remain stable overall, with improvements noted due to fluctuations in the international trade environment and the pace of overseas capacity transfer [1] - In the third quarter, both revenue and profit showed a rebound on a quarter-on-quarter and year-on-year basis, indicating continuous improvement in operational performance [1]

每经AI快讯，10月15日，亿联网络(300628.SZ)公告称，亿联网络发布2025年前三季度业绩预告，预计 归属于上市公司股东的净利润为18.99亿元~20.03亿元，比上年同期下降3%~8%。报告期内，公司营业 收入41.92亿元~43.56亿元，同比增长2%~6%，销售业务总体保持平稳，因国际贸易环境波动及海外产 能转移节奏影响有所改善，第三季度收入与利润实现环比和同比双回升，经营表现持续向好。 ...

Core Viewpoint - The company expects a decline in net profit for the first three quarters of 2025 compared to the previous year, while showing signs of recovery in the third quarter [1] Financial Performance - The projected net profit for the first three quarters of 2025 is estimated to be between 1.899 billion and 2.003 billion yuan, representing a year-on-year decrease of 3% to 8% [1] - For the third quarter of 2025, the expected net profit is between 704 million and 740 million yuan, indicating a year-on-year growth of 0% to 5% [1] - The company's operating revenue for the first three quarters of 2025 is anticipated to grow by 2% to 6% compared to the same period last year [1] Business Operations - The sales business remains generally stable, with improvements noted due to fluctuations in the international trade environment and the pace of overseas capacity transfer [1] - Both revenue and profit for the third quarter have shown a rebound both sequentially and year-on-year, indicating continuous improvement in operational performance [1]

[Performance Forecast Overview](index=1&type=section&id=Performance%20Forecast%20Overview) This section provides an overview of the company's 2025 Q1-Q3 performance forecast, including revenue and net profit expectations, audit status, and reasons for performance changes [Current Period Performance Forecast](index=1&type=section&id=Current%20Period%20Performance%20Forecast) Yealink Network forecasts 2025 Q1-Q3 revenue growth of 2%-6% and net profit decline of 3%-8%, with Q3 showing improved revenue and net profit growth [Performance Forecast Period](index=1&type=section&id=Performance%20Forecast%20Period) This forecast covers the company's financial performance from January 1, 2025, to September 30, 2025 - The performance forecast period is from January 01, 2025, to September 30, 2025[3](index=3&type=chunk) [Expected Operating Revenue and Net Profit](index=1&type=section&id=Expected%20Operating%20Revenue%20and%20Net%20Profit) The company anticipates year-on-year growth in Q1-Q3 2025 operating revenue, while net profit is projected to decline - Expected operating revenue: **year-on-year increase**[3](index=3&type=chunk) - Expected net profit: **year-on-year decrease**[3](index=3&type=chunk) [2025 Q1-Q3 Performance Forecast](index=1&type=section&id=2025%20Q1-Q3%20Performance%20Forecast) The company projects 2025 Q1-Q3 operating revenue between 4,191.94 million and 4,356.33 million yuan, with net profit ranging from 1,899.46 million to 2,002.69 million yuan 2025 Q1-Q3 Performance Forecast | Item | Current Period (million yuan) | Year-on-Year Change | Prior Period (million yuan) | | :--- | :--- | :--- | :--- | | Operating Revenue | 4,191.94 – 4,356.33 | 2% - 6% | 4,109.74 | | Net Profit Attributable to Shareholders | 1,899.46 – 2,002.69 | -3% - -8% | 2,064.63 | | Net Profit Excluding Non-Recurring Gains/Losses | 1,821.30 – 1,897.99 | - | 1,917.16 | [2025 Q3 Performance Forecast](index=2&type=section&id=2025%20Q3%20Performance%20Forecast) The company anticipates 2025 Q3 operating revenue between 1,587.01 million and 1,673.58 million yuan, with net profit ranging from 704.37 million to 739.59 million yuan 2025 Q3 Performance Forecast | Item | 2025 Q3 (million yuan) | Year-on-Year Change | Prior Period (million yuan) | | :--- | :--- | :--- | :--- | | Operating Revenue | 1,587.01 – 1,673.58 | 10% - 16% | 1,442.74 | | Net Profit Attributable to Shareholders | 704.37 – 739.59 | 0% - 5% | 704.37 | | Net Profit Excluding Non-Recurring Gains/Losses | 677.83 – 704.41 | 2% - 6% | 664.54 | [Pre-audit Status of Performance Forecast](index=2&type=section&id=Pre-audit%20Status%20of%20Performance%20Forecast) This performance forecast data represents preliminary estimates by the finance department and has not been pre-audited by an auditing firm - This performance forecast data is a preliminary estimate by the company's finance department and has not been pre-audited by an auditing firm[5](index=5&type=chunk) [Explanation of Performance Changes](index=2&type=section&id=Explanation%20of%20Performance%20Changes) Q1-Q3 2025 revenue grew while net profit declined due to international trade fluctuations and overseas capacity transfer, though Q3 showed improved operating performance with revenue and profit increases - For Q1-Q3 2025, the company's operating revenue is expected to increase by **2%-6%** year-on-year, while net profit is projected to decrease by **3%-8%** year-on-year[6](index=6&type=chunk) - During the reporting period, the company's sales operations remained generally stable[6](index=6&type=chunk) - The impact of fluctuations in the international trade environment and the pace of overseas capacity transfer has improved[6](index=6&type=chunk) - In Q3, both the company's revenue and profit achieved sequential and year-on-year increases, indicating continuous improvement in operating performance[6](index=6&type=chunk) [Other Related Explanations](index=3&type=section&id=Other%20Related%20Explanations) The company states this unaudited performance forecast is preliminary, with final data in the Q3 report, advises investment caution, and discloses the estimated impact of non-recurring gains/losses [Unaudited Data Statement](index=3&type=section&id=Unaudited%20Data%20Statement) This unaudited performance forecast data is preliminary, with final results to be disclosed in the 2025 Q3 report, urging investor caution - This performance forecast data is a preliminary estimate by the company's finance department and has not been pre-audited by an auditing firm[7](index=7&type=chunk) - Detailed performance data will be subject to the disclosures in the company's 2025 Q3 report[7](index=7&type=chunk) - Investors are advised to make cautious decisions and be aware of investment risks[7](index=7&type=chunk) [Impact of Non-Recurring Gains/Losses](index=3&type=section&id=Impact%20of%20Non-Recurring%20Gains%2FLosses) Non-recurring gains/losses are estimated to impact Q1-Q3 2025 net profit by approximately 115.00 million yuan, mainly from wealth management income - The estimated impact of non-recurring gains/losses on current net profit for Q1-Q3 2025 is approximately **115.00 million yuan**[7](index=7&type=chunk) - Non-recurring gains/losses primarily consist of wealth management income[7](index=7&type=chunk) [Reference Documents](index=3&type=section&id=Reference%20Documents) The board of directors' explanation regarding the current period's performance forecast is available for investor review - The reference document is the board of directors' explanation regarding the current period's performance forecast[8](index=8&type=chunk)

（编辑 王雪儿） 证券日报网讯 亿联网络10月13日在互动平台回答投资者提问时表示，根据中国证券登记结算有限责任 公司《合并普通账户和融资融券信用账户前N名明细数据表》显示，截至2025年9月30日持有公司股份 人数（已合并）为36587户。 ...