Core Viewpoint - Dongshan Precision (002384) reported a slight increase in revenue and a notable increase in net profit for the third quarter, despite a decline in net profit compared to the previous quarter, indicating a mixed performance amid market enthusiasm for the stock [1][2]. Financial Performance - The company achieved total revenue of 27.071 billion yuan, a year-on-year increase of 2.28%, and a net profit attributable to shareholders of 1.223 billion yuan, up 14.61% year-on-year [1]. - In the third quarter, revenue and net profit showed year-on-year changes of 2.82% and -8.19%, respectively [1]. - For the first three quarters, the company's new energy business generated approximately 7.520 billion yuan in sales, reflecting a year-on-year growth of about 22.08% [1]. Market Activity - Dongshan Precision's stock was highly favored in the secondary market, with two major funds, Ruiyuan Growth and Xingquan Helun, entering the top ten shareholders list in the third quarter, holding 1.17% and 0.64% of shares, respectively [2]. - The estimated market value of the holdings for these two funds reached 1.526 billion yuan and 842 million yuan by the end of the reporting period [2]. - The stock price surged over 89% from July to September 2025, with a market capitalization exceeding 100 billion yuan, and rose by 8% on October 21, bringing the total market value to over 125 billion yuan [2]. Strategic Moves - Dongshan Precision is in the process of acquiring 100% of Solstice Optoelectronics, with a maximum investment scale of 5.935 billion yuan, which is expected to enhance its position in the optical communication sector [3]. - The acquisition aligns with the company's strategy to focus on AI-driven high-speed interconnect and transmission fields, indicating a shift towards AI as a key growth area [3]. - The company has completed the initial phase of its "consumer electronics + new energy" dual-drive strategy and is now focusing on expanding its capabilities in the AI sector [3].
东山精密前三季度净利润同比增长约14% 睿远成长、兴全合润大举加仓