中芯国际(00981) - 2025 Q3 - 季度业绩

2025-11-13 09:49
Financial Performance - For Q3 2025, the company's revenue was $2,381.8 million, representing a 7.8% increase from Q2 2025's $2,209.1 million[5]. - Gross profit for Q3 2025 was $522.8 million, up from $449.8 million in Q2 2025, with a gross margin of 22.0% compared to 20.4% in Q2 2025[5][16]. - The net profit for Q3 2025 was $315.5 million, a 115.1% increase compared to $146.7 million in Q2 2025[16]. - The company reported a significant increase in profit attributable to owners, reaching $191.8 million in Q3 2025, up 44.7% from $132.5 million in Q2 2025[16]. - Operating profit for Q3 2025 increased to $351,069, up from $150,677 in Q2 2025, representing a growth of 133.3%[31]. - The company reported a net profit of $315,466 for Q3 2025, compared to $146,681 in Q2 2025, marking a significant increase of 115.5%[31]. Expenses and Costs - The company's operating expenses decreased significantly by 42.6% to $171.7 million in Q3 2025 from $299.1 million in Q2 2025[16]. - Research and development expenses increased to $203.1 million in Q3 2025, up from $181.9 million in Q2 2025[22]. - Operating expenses decreased by 42.6% quarter-over-quarter to $171.7 million in Q3 2025[22]. Cash Flow and Assets - Cash and cash equivalents decreased to $3,481.7 million in Q3 2025 from $5,082.7 million in Q2 2025[27]. - Net cash from operating activities for Q3 2025 was $941,112, a decrease from $1,069,672 in Q2 2025[38]. - Total assets as of September 30, 2025, were $49,426,552, slightly down from $49,446,163 at the end of Q2 2025[36]. - Total liabilities decreased to $16,350,188 from $16,704,389 in Q2 2025, showing improved financial stability[36]. Market Position and Sales - The company maintains a strong market position as a leading semiconductor foundry, providing 8-inch and 12-inch wafer fabrication services globally[12]. - Revenue from the China region accounted for 86.2% in Q3 2025, slightly down from 86.4% in Q3 2024[17]. - Total wafer sales increased by 4.6% from Q2 2025 to 2,499,465 wafers in Q3 2025, representing a 17.8% year-over-year growth[19]. Future Outlook - The company expects Q4 2025 revenue to remain flat to increase by 2%, with a gross margin guidance of 18% to 20%[8][9]. - Capacity utilization increased to 95.8% in Q3 2025, up 3.3 percentage points from Q2 2025[7]. Capital Expenditures - Capital expenditures rose to $2,394.2 million in Q3 2025, up from $1,885.1 million in Q2 2025[20]. Other Income - The net loss from other income was $14.0 million in Q3 2025, compared to a gain of $9.7 million in Q2 2025[16]. - The company reported a net loss of $13.99 million in other income for Q3 2025, compared to a gain of $9.73 million in Q2 2025[23].
京东集团(09618) - 2025 Q3 - 季度业绩

2025-11-13 09:30
2025 年第三季度業績公告 我們謹此公佈截至 2025 年 9 月 30 日 止 三 個 月 的 未 經 審 計 業 績(「2025 年第三季度業 績」)。2025年第三季度業績公告可於香港聯交所網站www.hkexnews.hk及我們的網站 http://ir.jd.com查閱。 香港交易及結算所有限公司及香港聯合交易所有限公司(「香港聯交所」)對本公告的內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 根據不同投票權架構,我們的股本包括A類普通股及B類普通股。對於提呈我們股東大會的任何決議案,A類普通 股持有人每股可投1票,而B類普通股持有人則每股可投20票,惟法律或我們的組織章程大綱及細則另行規定者除 外。股東及有意投資者務請留意投資不同投票權架構公司的潛在風險。我們的美國存託股(每股美國存託股代表 兩股A類普通股)於美國納斯達克全球精選市場上市,股份代碼為JD。 JD.com, Inc. 京東集團股份有限公司 (於開曼群島註冊成立並以不同投票權控制的有限責任公司) (股份代號:9618(港幣櫃台)及8 ...
盈汇企业控股(02195) - 2025 - 年度业绩
2025-11-13 09:29
Annual Report Information - Unity Enterprise Holdings Limited has released supplementary information regarding its 2024 annual report[3] - The company is providing additional details on its share option scheme as disclosed in the 2024 annual report[5] Share Option Scheme - Eligible participants for the share option scheme include employees, suppliers, customers, and shareholders of the group[6] Governance - The board of directors includes executive and independent non-executive directors, ensuring diverse governance[9]
德永佳集团(00321) - 2026 - 中期业绩

2025-11-13 08:55
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發 表任何聲明,並明確表示,概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承 擔任何責任。 財務摘要 業績 德永佳集團有限公司(「本公司」)之董事會欣然公佈,本公司及其附屬公司(合稱「本集團」)截至 二零二五年九月三十日止六個月之未經審核中期業績。此中期業績已由本公司審核委員會審閱。 * 僅供識別用途 TEXWINCA HOLDINGS LIMITED 德永佳集團有限公司* (於百慕達註冊成立之有限公司) (股份代號:321) 網址:http://www.texwinca.com/ 截至二零二五年九月三十日止六個月之 中期業績公告 - 1 - 截至二零二五年九月三十日止六個月的收入為港幣 2,711.8 百萬元(截至二零二四年九月三十日 止六個月:港幣 3,001.4 百萬元),較去年同期下跌 9.6%,主要由於經濟環境疲弱所致。 截至二零二五年九月三十日止六個月的本公司普通權益所有者應佔溢利為港幣 112.3 百萬元(截 至二零二四年九月三十日止六個月:港幣 101.5 百萬元),較去年同期 ...
万成环球控股(08309) - 2026 - 中期财报
2025-11-13 08:43
中期報告 2025 INTERIM REPORT 2025 香 港 聯 合 交 易 所 有 限 公 司(「聯 交 所」)GEM特 色 GEM乃為較於聯交所上市的其他公司帶有更高投資風險的中小型公司提供上市的市場。有意投 資者應了解投資有關公司的潛在風險,並應經審慎周詳考慮後方作出投資決定。 由於在GEM上市的公司一般為中小型公司,故於GEM買賣的證券可能會較於聯交所主板買賣的 證券承受更大的市場波動風險,同時無法保證於GEM買賣的證券會有高流通量的市場。 香港交易及結算所有限公司及聯交所對本報告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示概不對因本報告全部或任何部分內容而產生或因依賴該等內容而引致的 任何損失承擔任何責任。 本 報 告(萬 成 環 球 控 股 有 限 公 司(「本公司」,連 同 其 附 屬 公 司 統 稱「本集團」)董 事(「董 事」)共 同 及 個 別 對 此 負 全 責)乃 遵 照《聯 交 所GEM證 券 上 市 規 則》(「《GEM上市規則》」)的 規 定 而 提 供 有 關 本 公 司 的 資 料。董 事 經 作 出 一 切 合 理 查 詢 後 確 認,就 彼 等 ...
万成环球控股(08309) - 2026 - 中期业绩
2025-11-13 08:39
香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司(「聯交所」)對 本 公 告 的 內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示 概 不 對 因 本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 Man Shing Global Holdings Limited 萬成環球控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:8309) 截 至2025年9月30日止六個月 中期業績公告 萬 成 環 球 控 股 有 限 公 司(「本公司」)董 事(「董 事」)會(「董事會」)謹 此 公 佈 本 公 司 及 其附屬公司截至2025年9月30日止六個月之未經審核簡明綜合業績。本公告載列 本公司2025╱26年 中 期 報 告 全 文,並 符 合 聯 交 所GEM證 券 上 市 規 則(「GEM上 市 規 則」)內 有 關 中 期 業 績 初 步 公 告 附 載 資 料 之 相 關 規 定。 代 表 萬成環球控股有限公司 董事會主席 黃創成 香港,2025年11月13日 於本 ...
京东物流(02618) - 2025 Q3 - 季度业绩

2025-11-13 08:35
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表 任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 JD Logistics, Inc. 京東物流股份有限公司 (於開曼群島註冊成立的有限公司) (股份代號:2618) 財務摘要 未經審計 截至9月30日止三個月 | | | (人民幣千元,百分比除外) | | | --- | --- | --- | --- | | 收入 | 55,084,441 | 44,395,616 | 24.1% | | 毛利 | 5,007,346 | 5,197,449 | (3.7%) | | 除稅前利潤 | 2,090,331 | 2,625,435 | (20.4%) | | 期間利潤 | 1,963,736 | 2,444,800 | (19.7%) | | 期間非國際財務報告準則利潤(1) | 2,019,705 | 2,572,583 | (21.5%) | | (1) 期間非國際財務報告準則利潤率 | 3.7% | 5.8% | (2.1)個百分點 | | 期間 ...
腾讯控股(00700) - 2025 Q3 - 季度业绩

2025-11-13 08:30
Financial Performance - Revenue for Q3 2025 reached RMB 192.869 billion, a 15% increase year-over-year from RMB 167.193 billion in Q3 2024[3] - Gross profit for Q3 2025 was RMB 108.798 billion, reflecting a 22% year-over-year growth compared to RMB 88.828 billion in Q3 2024[3] - Operating profit for Q3 2025 increased by 19% to RMB 63.554 billion, up from RMB 53.333 billion in Q3 2024[3] - Net profit for Q3 2025 was RMB 64.943 billion, a 20% increase from RMB 53.983 billion in Q3 2024[3] - The company achieved a 14% revenue growth for the nine months ending September 30, 2025, with total revenue of RMB 557.395 billion compared to RMB 487.811 billion in the same period of 2024[5] - The company's net profit attributable to equity holders for Q3 2025 was RMB 63.13 billion, a 19% increase from RMB 55.63 billion in Q3 2024[18] - The company reported a net profit of RMB 64,943 million for Q3 2025, compared to RMB 53,983 million in Q3 2024, reflecting a year-over-year increase of 20.3%[37] - The company reported a total revenue of RMB 557.40 billion for the nine months ended September 30, 2025, up from RMB 487.81 billion for the same period in 2024, indicating a growth of approximately 14.2%[54] User Engagement - Monthly active accounts for WeChat and WeChat combined reached 1.414 billion, a 2% increase year-over-year[6] - The number of mobile active accounts for QQ decreased by 8% to 517 million compared to 562 million in Q3 2024[6] - The average number of Tencent Video subscribers reached 114 million, maintaining its leading position in the long video market[8] Revenue Breakdown - Value-added services revenue grew 16% year-over-year to RMB 95.86 billion, contributing 50% to total revenue, with domestic game revenue increasing 15% to RMB 42.8 billion[13] - Marketing services revenue increased 21% year-over-year to RMB 36.24 billion, accounting for 19% of total revenue, driven by higher ad exposure and AI-driven ad targeting[13] - Financial technology and enterprise services revenue rose 10% year-over-year to RMB 58.17 billion, representing 30% of total revenue, supported by growth in commercial payment activities[14] Cost and Expenses - Sales and marketing expenses rose 22% year-over-year to RMB 11.5 billion, primarily due to increased promotional efforts for AI-native applications and games[17] - General and administrative expenses rose by 7% quarter-on-quarter to RMB 34.2 billion, attributed to increased R&D spending, including investments in AI initiatives[25] - Employee benefits expenses for the three months ended September 30, 2025, amounted to RMB 32.39 billion, compared to RMB 29.64 billion in the same period of 2024, marking an increase of about 9.3%[55] Cash Flow and Liquidity - Cash and cash equivalents at the end of the period stood at RMB 102.4 billion, up from RMB 74.6 billion in the previous quarter[26] - The net cash position increased to RMB 102,422 million as of September 30, 2025, compared to RMB 74,592 million as of June 30, 2025, primarily due to generated free cash flow[33] - The free cash flow for Q3 2025 was RMB 58,500 million, reflecting net cash generated from operating activities of RMB 85,300 million[34] Investments and Acquisitions - The company completed the acquisition of 100% of a gaming company for approximately $1.2 billion (around RMB 8.8 billion) as of September 30, 2025[90] - The company plans to continue investing in AI-related initiatives, with capital expenditures of RMB 20,000 million in Q3 2025[34] - The company has completed a strategic acquisition of a smaller tech firm for $200 million to bolster its product offerings[103] Shareholder Returns - The proposed final dividend for the year ending December 31, 2024, is HKD 4.50 per share, an increase from HKD 3.40 per share in 2023, totaling approximately HKD 40.966 billion for 2024[72] - The company repurchased a total of 35,360,000 shares at a total cost of approximately HKD 21.12 billion during the three months ended September 30, 2025[94] Future Outlook - The company has set a future revenue guidance of $1.5 billion for the next quarter, indicating a projected growth of 25%[103] - Overall, the company remains optimistic about future growth, citing strong demand in the market and innovative product pipeline[102] Financial Position - The total assets of the company as of September 30, 2025, were RMB 2,073,272 million, an increase from RMB 1,780,995 million as of December 31, 2024[38] - Total equity attributable to the company's equity holders increased to RMB 1,172,080 million as of September 30, 2025, up from RMB 973,548 million as of December 31, 2024, representing a growth of 20.4%[39] - Total liabilities amounted to RMB 812,757 million, compared to RMB 727,099 million, indicating an increase of 11.7%[39] Taxation - The effective tax rate for the company in mainland China is generally 25%, with certain subsidiaries qualifying for a reduced rate of 15% as high-tech enterprises[63] - The income tax expense for the three months ending September 30, 2025, was RMB 9.785 billion, an increase from RMB 8.900 billion in 2024, while for the nine months, it rose to RMB 34.853 billion from RMB 33.237 billion[67] Employee and Governance - The company employed 115,076 employees as of September 30, 2025, compared to 108,823 employees a year earlier[95] - The board will continue to review the existing governance structure and make necessary changes as appropriate[97]
VTECH HOLDINGS(00303) - 2026 - 中期业绩

2025-11-13 08:30
Financial Performance - Revenue decreased by 9.0% to $991.1 million compared to the previous period[4] - Profit attributable to shareholders decreased by 14.5% to $74.7 million[4] - Basic earnings per share was 29.5 cents, down from 34.6 cents[3] - Total comprehensive income for the period was $83.6 million, compared to $103.5 million in the previous period[5] - The total operating profit for the six months ended September 30, 2025, was $92.9 million, compared to $104.2 million in 2024, indicating a decrease of approximately 10.9%[19] - The profit attributable to shareholders fell by 14.5% to $74.7 million, primarily due to the decrease in revenue and an increase in operating expenses as a percentage of revenue[35] - Operating profit fell to $92.9 million, down $11.3 million or 10.8%, with the operating margin decreasing to 9.4% from 9.6%[70] - Net profit attributable to shareholders was $74.7 million, a decline of $12.7 million or 14.5%, resulting in a net profit margin decrease to 7.5% from 8.0%[71] Revenue Breakdown - North America generated $398.3 million in revenue for the six months ended September 30, 2025, down from $453.1 million in 2024, a decline of about 12.1%[19] - Europe reported revenue of $429.0 million for the six months ended September 30, 2025, compared to $462.1 million in 2024, reflecting a decrease of approximately 7.2%[19] - The Asia-Pacific region's revenue was $150.4 million for the six months ended September 30, 2025, slightly down from $159.4 million in 2024, a decline of about 5.6%[19] - For the six months ended September 30, 2025, the group's revenue decreased by 9.0% to $999.1 million from $1,089.7 million in the same period last year[35] Asset and Liability Management - Non-current assets totaled $286.9 million, with tangible assets at $95.6 million[6] - Current assets amounted to $1,109.5 million, with inventory at $451.0 million[6] - The net asset value was $616.8 million, down from $627.0 million[6] - The total amount of accounts receivable, deposits, and prepayments was $505.5 million, compared to $331.2 million as of March 31, 2025[29] - The total amount of accounts payable and accrued expenses was $585.8 million, compared to $486.1 million as of March 31, 2025[31] - The group reported a total of $1,321.6 million in segment assets as of September 30, 2025, an increase from $1,247.7 million as of March 31, 2025[20] - The total segment liabilities as of September 30, 2025, were $(749.8) million, compared to $(655.9) million as of March 31, 2025, indicating an increase in liabilities[20] Dividend and Shareholder Returns - The company maintained an interim dividend of 17.0 cents per share[4] - The board declared an interim dividend of 17.0 cents per share, consistent with the interim dividend declared for the first half of the fiscal year 2025[37] - The company announced an interim dividend of $0.17 per share, totaling an estimated $43 million[72] Cost Management - The cost of goods sold for the six months ended September 30, 2025, was $675.3 million, down from $746.2 million in 2024, a decrease of approximately 9.5%[21] - Research and development expenses decreased to $41.4 million, down 9.8% from the previous year, maintaining a ratio of 4.2% of total revenue[70] - Employee-related costs for the six months ended September 30, 2025, were approximately $198.6 million, compared to $204.4 million in the same period last fiscal year[79] Market Performance and Product Development - The group launched several new products, including the VTech Baby® 4-in-1 Steps & Stages Activity Center™ and LeapFrog's Strum & Count Wooden Guitar™, aimed at enhancing children's learning and play experiences[41] - In Europe, the group's revenue decreased by 7.2% to $429 million, with electronic learning product revenue increasing by 5.5% to $144.6 million, driven by new product launches and a stronger Euro[48] - The group achieved a 6.9% increase in revenue from contract manufacturing services in North America, reaching $146.5 million, driven by strong orders for professional speakers[47] - The group reported a decline in sales for its KidiZoom® Smartwatch and Touch & Learn Activity Desk, impacting overall performance in the electronic learning product category[49] Future Outlook - The group expects a decline in overall revenue for the fiscal year 2026, but anticipates improved sales in the second half driven by growth in electronic learning and telecommunications products[62] - Sales in the Asia-Pacific region are expected to slightly decline for the fiscal year, but improvements are anticipated in China with new product launches[63] Awards and Recognition - The group received multiple awards for its products, including three awards at the "2025 Toy Grand Prix" in France[50] - The group remains the number one baby monitor brand in the U.S. and Canada, with a notable recognition in the "Women's Choice Award 2025" for its baby monitors[45] Risk Management - The group maintained a strong financial position with no bank borrowings as of September 30, 2025[73] - The group’s financial policy aims to mitigate foreign exchange risks through the use of foreign exchange futures contracts[75] - The group’s risk management and internal control mechanisms were deemed effective and sufficient as of September 30, 2025[84]
津上机床中国(01651) - 2026 - 中期业绩
2025-11-13 04:04
(於開曼群島註冊成立的有限公司) (股份代號:1651) 截至二零二五年九月三十日止六個月的中期業績公告 津上精密機床(中國)有限公司(「本公司」)董事(「董事」)會(「董事會」)謹此公佈 本公司及其附屬公司(統稱為「本集團」)截至二零二五年九月三十日止六個月(「回 顧期」)的未經審核簡明綜合中期業績以及二零二四年同期的未經審核比較數字。 該等業績已由本公司外部核數師安永會計師事務所及審核委員會審閱。 1 中期簡明綜合損益及其他全面收益表 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 Precision Tsugami (China) Corporation Limited 津 上 精 密 機 床(中 國 )有 限 公 司 | | | 截至九月三十日止六個月 | | | --- | --- | --- | --- | | | | 二零二五年 | 二零二四年 | | | 附註 | 人民幣千元 | 人民幣千元 | | | | (未經審核) | (未經審 ...