产品订单激增 智明达前三季度业绩同比大幅增长

Core Viewpoint - The company, Zhimin Da (688636), reported significant growth in revenue and net profit for the third quarter of 2025, indicating a strong recovery and positive market demand for its products [1][2]. Financial Performance - For the first three quarters, the company achieved a revenue of 512 million yuan, a year-on-year increase of 145.16% - The net profit reached 81.9871 million yuan, marking a turnaround from a loss in the previous year - In the third quarter alone, revenue was 217 million yuan, up 340.71% year-on-year, with a net profit of 43.6891 million yuan compared to a loss of 10.8605 million yuan in the same period last year [1]. Product and Market Development - Zhimin Da focuses on providing customized embedded modules and solutions for key national sectors, with applications in high-end equipment such as aircraft, missiles, satellites, rockets, and unmanned systems - The company is committed to a technology-leading strategy, enhancing its technical capabilities, and exploring new technologies and fields [1][2]. Order Growth and R&D Projects - The company reported a significant increase in orders, with a total of 450 million yuan in hand orders (including verbal agreements) by the end of the reporting period - New orders for the year showed substantial growth compared to the previous year, particularly in airborne and missile-mounted products - The company secured 152 new R&D projects during the reporting period, with a notable increase in commercial aerospace projects [2]. New Ventures and Subsidiaries - Zhimin Da has established a new subsidiary, Chengdu Zhiwei Xintu Technology Co., Ltd. (referred to as "Zhiwei Xintu"), which received business approval on October 15 - The subsidiary will focus on artificial intelligence software development, general application systems, and smart robotics, among other areas [3][4]. Capital Raising Initiatives - The company has initiated a simplified procedure for issuing shares to specific investors, which has been accepted by the Shanghai Stock Exchange - The planned fundraising of 208 million yuan will be used for R&D and industrialization of embedded computers for unmanned equipment and commercial aerospace, as well as to supplement working capital [4].