（文章来源：每日经济新闻） 每经AI快讯，10月30日，存储芯片概念再度走强，江波龙涨超10%续创历史新高，时空科技7连板，香 农芯创、聚辰股份、大为股份、普冉股份、佰维存储、雅创电子等跟涨。 ...

Core Insights - Jiangbolong, a domestic storage giant, reported a revenue of 16.734 billion yuan for the first three quarters of the year, marking a year-on-year increase of 26.12% [1] - The net profit for the same period reached 713 million yuan, up 27.95% year-on-year, with a non-recurring net profit of 479 million yuan [1] - In Q3 2025, the company achieved a revenue of 6.539 billion yuan, reflecting a significant year-on-year growth of 54.60%, and a net profit of 698 million yuan, compared to a loss of 36.838 million yuan in the previous year [1] Business Performance - Jiangbolong's overall performance continued to improve in Q3, following a positive trend from Q2, with steady business expansion and an optimized customer structure [2] - The company has successfully deployed over 100 million self-developed main control chips, indicating a strong technological foundation [2] - Jiangbolong's self-designed UFS main control chips have shown excellent performance, and the company has established a strategic partnership with SanDisk to launch customized high-quality UFS products for the mobile and IoT markets [2] Market Outlook - The company is optimistic about storage price trends, citing significant new demand for high-capacity DDR5 and eSSD from major cloud service providers, which has exceeded original supply expectations [2] - The upward trend in storage wafer prices is expected to positively impact the company's gross margin, although raw material price fluctuations are only one factor affecting performance [3] - Continuous breakthroughs in enterprise storage, high-end consumer storage, overseas business, and self-developed main control chips are anticipated to drive the company's profitability growth more directly and sustainably [3]

Core Viewpoint - Jiangbolong (301308) reported strong financial performance in Q3 2023, with significant year-on-year growth in revenue and net profit, indicating a positive trend in the semiconductor storage market [1][2]. Financial Performance - For the first three quarters of 2023, Jiangbolong achieved revenue of 16.734 billion yuan, a year-on-year increase of 26.12%, and a net profit of 713 million yuan, up 27.95% [1]. - In Q3 2023 alone, the company recorded revenue of 6.539 billion yuan, representing a 54.60% year-on-year growth, and a net profit of 698 million yuan, compared to a loss of 36.83 million yuan in the same period last year [1]. Business Development - Jiangbolong's business expansion is progressing steadily, with a focus on enterprise-level storage and a growing customer base, including major clients and strategic partnerships [2]. - The company has successfully deployed over 10 million self-developed main control chips, enhancing its competitive edge in the market [2]. - Jiangbolong has established a strategic partnership with SanDisk to co-develop customized high-quality UFS products for the mobile and IoT markets [2]. Market Outlook - The company is optimistic about storage price trends, citing increased demand from large cloud service providers for high-capacity DDR5 and eSSD, which has exceeded original supply expectations [2][3]. - Rising storage wafer prices are expected to positively impact the company's gross margin, although material price fluctuations are only one factor influencing performance [3]. - Jiangbolong's continuous breakthroughs in enterprise storage, high-end consumer storage, overseas business, and self-developed main control chips are expected to drive sustained profitability growth [3].

Core Viewpoint - Jiangbolong (301308.SZ) reported a strong performance in the first three quarters of 2025, with significant growth in revenue and net profit [1] Financial Performance - The company's operating revenue for the first three quarters reached 16.734 billion yuan, representing a year-on-year increase of 26.12% [1] - The net profit attributable to shareholders of the listed company was 713 million yuan, showing a year-on-year growth of 27.95% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 479 million yuan, which reflects a year-on-year decrease of 3.62% [1] - Basic earnings per share stood at 1.71 yuan [1]

Group 1: Guizhou Moutai - Guizhou Moutai reported a net profit of 646.27 billion yuan for the first three quarters of 2025, an increase of 6.25% year-on-year [1][2] - The company's revenue for the first three quarters reached 1,284.54 billion yuan, reflecting a growth of 6.36% compared to the previous year [1][2] Group 2: Midea Group - Midea Group achieved a net profit of 378.83 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 19.51% [3][4] - The company's revenue for the same period was 3,630.57 billion yuan, up 13.82% year-on-year [3][4] Group 3: Mindray Medical - Mindray Medical reported a net profit of 75.7 billion yuan for the first three quarters of 2025, a decline of 28.83% year-on-year [5][6] - The company's revenue for the first three quarters was 258.34 billion yuan, down 12.38% compared to the previous year [5][6] Group 4: SanHuan Group - SanHuan Group's net profit for the first three quarters of 2025 was 19.59 billion yuan, reflecting a growth of 22.16% year-on-year [7][8] - The company's revenue for the same period reached 65.08 billion yuan, an increase of 20.96% year-on-year [7][8] Group 5: Longyuan Power - Longyuan Power reported a net profit of 43.93 billion yuan for the first three quarters of 2025, a decrease of 21.02% year-on-year [9][10] - The company's revenue for the same period was 222.21 billion yuan, down 17.29% compared to the previous year [9][10] Group 6: China Nuclear Power - China Nuclear Power's net profit for the first three quarters of 2025 was 80.02 billion yuan, a decline of 10.42% year-on-year [12][13] - The company's revenue for the same period reached 616.35 billion yuan, an increase of 8.16% year-on-year [12][13] Group 7: Fenjie Media - Fenjie Media reported a net profit of 42.40 billion yuan for the first three quarters of 2025, an increase of 6.87% year-on-year [14][15] - The company's revenue for the same period was 96.07 billion yuan, reflecting a growth of 3.73% year-on-year [14][15] Group 8: Tianfu Communication - Tianfu Communication achieved a net profit of 14.65 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 50.07% [17][18] - The company's revenue for the same period was 39.18 billion yuan, up 63.63% year-on-year [17][18] Group 9: Lingyi Technology - Lingyi Technology reported a net profit of 19.41 billion yuan for the first three quarters of 2025, reflecting a growth of 37.66% year-on-year [19][20] - The company's revenue for the same period reached 375.90 billion yuan, an increase of 19.25% year-on-year [19][20] Group 10: Rongsheng Petrochemical - Rongsheng Petrochemical's net profit for the first three quarters of 2025 was 8.88 billion yuan, a growth of 1.34% year-on-year [21] - The company's revenue for the same period was 2,278.15 billion yuan, down 7.09% compared to the previous year [21] Group 11: ShenNan Circuit - ShenNan Circuit reported a net profit of 23.26 billion yuan for the first three quarters of 2025, an increase of 56.30% year-on-year [22] - The company's revenue for the same period was 167.54 billion yuan, reflecting a growth of 28.39% year-on-year [22] Group 12: Jiangbolong - Jiangbolong achieved a net profit of 7.13 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 27.95% [23] - The company's revenue for the same period reached 167.34 billion yuan, up 26.12% year-on-year [23] Group 13: New Yisheng - New Yisheng reported a net profit of 63.27 billion yuan for the first three quarters of 2025, reflecting a growth of 284.37% year-on-year [24] - The company's revenue for the same period was 165.05 billion yuan, an increase of 221.70% year-on-year [24] Group 14: China Merchants Bank - China Merchants Bank achieved a net profit of 1,137.72 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 0.52% [25] - The company's revenue for the same period was 2,514.2 billion yuan, down 0.51% compared to the previous year [25] Group 15: Zhongwei Company - Zhongwei Company reported a net profit of 12.11 billion yuan for the first three quarters of 2025, a growth of approximately 32.66% year-on-year [26] - The company's revenue for the same period reached 80.63 billion yuan, an increase of approximately 46.40% year-on-year [26] Group 16: Microchip Biotech - Microchip Biotech's non-public offering was approved, aiming to raise up to 9.5 billion yuan for innovative drug research and development [27] Group 17: Longyuan Power's Fundraising - Longyuan Power plans to raise up to 50 billion yuan through a private placement to invest in renewable energy projects [28] Group 18: North University Pharmaceutical - North University Pharmaceutical's chairman was detained for investigation, but the company's operations remain normal [29] Group 19: Deyang Shares - Deyang Shares reported a net profit of 23.47 billion yuan for the first three quarters of 2025, a growth of 4.79% year-on-year [30] Group 20: Xiechuang Data - Xiechuang Data achieved a net profit of 6.98 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 25.30% [31] Group 21: Zhifei Biological - Zhifei Biological reported a net loss of 12.06 billion yuan for the first three quarters of 2025, primarily due to lower sales and increased provisions [32] Group 22: Softcom Power - Softcom Power achieved a net profit of 9.89 billion yuan for the first three quarters of 2025, reflecting a growth of 30.21% year-on-year [33] Group 23: Magmi Technology - Magmi Technology reported a net profit of 2.13 billion yuan for the first three quarters of 2025, a decline of 48.29% year-on-year [34] Group 24: Huali Group - Huali Group's net profit for the first three quarters of 2025 was 24.35 billion yuan, a decrease of 14.34% year-on-year [35]

Core Viewpoint - The A-share market is experiencing a significant increase in company earnings, particularly in the third quarter of 2025, with several companies reporting impressive growth in net profits and revenues, driven by advancements in artificial intelligence and other sectors [2][3]. Company Performance Highlights - Xinyi Sheng reported a third-quarter revenue of 6.068 billion yuan, a year-on-year increase of 152.53%, and a net profit of 2.385 billion yuan, up 205.38%. For the first three quarters, revenue reached 16.505 billion yuan, growing 221.70%, and net profit was 6.327 billion yuan, up 284.37%, primarily due to investments in AI computing power [3]. - Industrial Fulian achieved a third-quarter revenue of 243.172 billion yuan, a 42.81% increase, with a net profit of 10.373 billion yuan, up 62.04%. The growth was attributed to the expanding AI server market and strong demand from cloud service providers [3]. - Jiangbolong reported a third-quarter revenue of 6.539 billion yuan, a 54.60% increase, and a net profit of 698 million yuan, marking a turnaround from losses. The growth was driven by expanding sales, high growth in enterprise storage, and successful self-developed chip technology [4]. - Huahong Technology posted a third-quarter revenue of 2.302 billion yuan, a 70.39% increase, and a net profit of 117 million yuan, up 23211.89%, benefiting from stable prices in the rare earth market and improved business operations [4]. - Zhongjin Company reported a third-quarter revenue of 7.933 billion yuan, a 74.78% increase, with a net profit of 2.236 billion yuan, up 254.93%, driven by increased commission income and gains from financial instruments [5]. - Hongxin Electronics achieved a third-quarter revenue of 2.056 billion yuan, a 45.72% increase, and a net profit of 36.52 million yuan, up 558.30%, due to improved overall performance and growth in AI business [6]. - Goodway reported a third-quarter revenue of 2.108 billion yuan, a 17.42% increase, with a net profit of 97.78 million yuan, up 200.83%, driven by increased sales of inverters and battery products [6]. - Honghe Technology posted a third-quarter revenue of 302 million yuan, a 43.10% increase, and a net profit of 51.43 million yuan, up 644.41% [6]. Industry Developments - A new strategic emerging industry development fund initiated by the State-owned Assets Supervision and Administration Commission (SASAC) was launched on October 29, with an initial fundraising of 51 billion yuan. This fund aims to accelerate the development of strategic emerging industries, focusing on areas such as AI, aerospace, and quantum technology [7][8]. - The fund will support state-owned enterprises in enhancing their core competitiveness and addressing industrial weaknesses, with a focus on long-term investments in hard technology [7][9]. - The establishment of this fund aligns with previous government initiatives to promote investment in strategic emerging industries, including the launch of a venture capital fund aimed at hard technology [8][9].

Core Insights - Jiangbolong (301308) reported a significant increase in revenue and profit for the first three quarters of 2025, with total revenue reaching 16.734 billion yuan, a year-on-year growth of 26.12%, and a net profit of 713 million yuan, up 27.95% [1] - In Q3 2025, the company achieved revenue of 6.539 billion yuan, marking a remarkable year-on-year growth of 54.60%, and a net profit of 698 million yuan, which represents an extraordinary increase of 1994.42% [1] Business Overview - Jiangbolong specializes in the research, design, packaging, testing, production, and sales of semiconductor storage application products, focusing on the entire value chain of semiconductor storage applications [1] - The company has expanded its core capabilities to include main control chip design and storage chip design, enhancing its market presence and industry chain collaboration [1] Product and Market Expansion - Jiangbolong owns several storage brands, including FORESEE, Zilia, and Lexar, with products used in various sectors such as consumer electronics, data centers, automotive electronics, IoT, and industrial control [2] - The company has seen steady business growth, particularly in enterprise storage, driven by self-developed technology and an expanding customer base [2] Strategic Developments - As of the report date, Jiangbolong has deployed over 100 million self-developed main control chips and has successfully designed and taped out its first batch of UFS self-developed main control chips [2] - The company has formed a strategic partnership with SanDisk to co-develop high-quality UFS products and solutions for the mobile and IoT markets [2] Market Outlook - Jiangbolong is optimistic about storage price trends, anticipating significant demand from large cloud service providers for high-capacity DDR5 and eSSD, which is expected to tighten supply for consumer-grade and embedded storage [3] - Price increases are projected for various storage products in Q4, with eSSD prices expected to rise by 10% and DDR5 RDIMM prices by 10% to 15% [3] - The company believes that the production cycle from wafer procurement to storage sales will positively impact its gross margin amid rising storage prices, while internal growth factors will drive profitability [3]

Group 1: Stock Resumption and Mergers - Shouwei New Materials has resumed trading after Zhiyuan Hengyue's offer to acquire 136 million shares [1] - Lingyi Technology plans to acquire 96.15% of Zhejiang Xianglong for 2.404 billion yuan [2] Group 2: Investment Cooperation and Operational Status - Industrial Fulian's 800G switch saw a year-on-year growth of over 27 times in Q3 [3] - Lanshi Heavy Industry signed a major contract worth 581 million yuan in the nuclear energy sector [3] - China Power Construction signed a contract for a hospital project in Peru worth 6.568 billion yuan [3] - Dangsheng Technology signed an investment cooperation agreement for a solid electrolyte material production project, aiming for an annual capacity of 3,000 tons [3] - Guokai Military Industry's subsidiary received a contract for military trade products worth 466 million yuan [3] - Guobang Electronics is co-developing GaN power amplifier chips with leading domestic terminal manufacturers [3] - Aladdin's Kexue Valley plans to acquire 40% of Jiaxing Kefu and Jiaxing Kijin for 133 million yuan [3] Group 3: Performance Changes - Huahong Technology reported a Q3 net profit of 1.17 billion yuan, a year-on-year increase of 23,211.89% [4] - Jinma Amusement's Q3 net profit reached 55.09 million yuan, up 5,058.03% year-on-year [4] - Jiangbolong's Q3 net profit was 698 million yuan, reflecting a year-on-year increase of 1,994.42% [4] - Langzi Co., Ltd. reported a Q3 net profit of 710 million yuan, up 1,579.53% year-on-year [4] - Fangda Special Steel's Q3 net profit was 384 million yuan, a year-on-year increase of 1,368.10% [4] - Mingyang Circuit's Q3 net profit reached 32.98 million yuan, up 1,121.28% year-on-year [4] - Tongkun's Q3 net profit was 452 million yuan, reflecting a year-on-year increase of 872.09% [4] - Xiamen Xiangyu reported a Q3 net profit of 601 million yuan, up 443.17% year-on-year [4] - OFILM's Q3 net profit was 40.82 million yuan, a year-on-year increase of 411.91% [4] - Xiangcai Co., Ltd. reported a Q3 net profit of 300 million yuan, up 315.25% year-on-year [4] - CICC's Q3 net profit reached 2.236 billion yuan, reflecting a year-on-year increase of 254.93% [4] - Changxin Bochuang's Q3 net profit was 81.75 million yuan, up 244.57% year-on-year [4] - Runze Technology reported a Q3 net profit of 3.822 billion yuan, a year-on-year increase of 230.34% [5] - Changchuan Technology's Q3 net profit was 438 million yuan, up 207.60% year-on-year [5] - Western Gold's Q3 net profit reached 170 million yuan, reflecting a year-on-year increase of 205.56% [5] - Xinyi Sheng's Q3 net profit was 2.385 billion yuan, up 205.38% year-on-year [5] - Goodway's Q3 net profit reached 97.78 million yuan, reflecting a year-on-year increase of 200.83% [5] - Xiandao Intelligent's Q3 net profit was 446 million yuan, up 198.92% year-on-year [5] - Kunlun Wanwei reported a Q3 net profit of 190 million yuan, a year-on-year increase of 180.13% [5] - Jinghe Integration's Q3 net profit reached 218 million yuan, up 137.18% year-on-year [5] - Aerospace Electric's Q3 net profit was 59.35 million yuan, reflecting a year-on-year increase of 122.54% [5] - Tianqi Lithium's Q3 net profit reached 95.49 million yuan, up 119.26% year-on-year [5] - Qianyuan Pharmaceutical reported a Q3 net profit of 21.95 million yuan, a year-on-year increase of 106.06% [5] - Shengmei Shanghai's Q3 net profit was 570 million yuan, up 81.04% year-on-year [5] - Riyue Co., Ltd. reported a Q3 net profit of 151 million yuan, reflecting a year-on-year increase of 77.42% [5] - Shandong Gold's Q3 net profit reached 1.148 billion yuan, up 68.24% year-on-year [5] - Industrial Fulian's Q3 net profit was 10.373 billion yuan, reflecting a year-on-year increase of 62.04% [5] - Zhongzhi Co., Ltd. reported a Q3 net profit of 90.43 million yuan, up 51.33% year-on-year [5] - Zhongding Co., Ltd. reported a Q3 net profit of 490 million yuan, reflecting a year-on-year increase of 45.93% [5] - Xinwangda's Q3 net profit reached 550 million yuan, up 41.51% year-on-year [5] - Lingyi Technology's Q3 net profit was 1.012 billion yuan, reflecting a year-on-year increase of 39.28% [5] - Zhongwei Company reported a Q3 net profit of 505 million yuan, up 27.50% year-on-year [5] - Wuxi Zhenhua's Q3 net profit reached 117 million yuan, reflecting a year-on-year increase of 27.18% [5] - Hainan Huatie's Q3 net profit was 189 million yuan, up 24.21% year-on-year [5] - Longyang Electronics reported a Q3 net profit of 27.16 million yuan, reflecting a year-on-year increase of 19.94% [5] - China Merchants Bank's Q3 net profit reached 38.842 billion yuan, up 1.04% year-on-year [5] - Kweichow Moutai reported a Q3 net profit of 19.224 billion yuan, reflecting a year-on-year increase of 0.48% [5]

Core Viewpoint - Jiangbolong (301308.SZ) reported a strong performance in Q3, with significant year-on-year growth in revenue and net profit, although the net profit excluding non-recurring items showed a decline [1] Financial Performance - The company's operating revenue for the first three quarters reached 16.734 billion, representing a year-on-year increase of 26.12% [1] - The net profit attributable to shareholders for the same period was 710 million, reflecting a year-on-year growth of 27.95% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 479 million, which marked a year-on-year decrease of 3.62% [1]

证券代码：301308 证券简称：江波龙 公告编号：2025-074 深圳市江波龙电子股份有限公司 关于 2025 年 1 月-9 月计提信用减值损失及资产减值损失 的公告 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。 深圳市江波龙电子股份有限公司（以下简称"公司"或"本公司"） 根据《深 圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运作》《企 业会计准则》及公司相关会计制度的规定，对截至 2025 年 9 月 30 日合并财务报 表范围内相关资产计提减值损失。现将本次计提减值损失的具体情况公告如下： 一、本次计提信用减值损失及资产减值损失的情况概述 为更加真实、准确地反映公司财务状况和经营成果，依照《企业会计准则》 及公司会计政策的相关规定，基于谨慎性原则，公司对合并报表范围内截止至 2025 年 9 月 30 日的各类存货、应收账款、其他应收款、固定资产、在建工程、 无形资产、商誉等各类资产进行了全面清查，对各类存货的可变现净值，应收款 项回收的可能性，固定资产、在建工程及无形资产的可变现性进行了充分的评估 和分析，认为上述资产中部分 ...