GigaDevice(SH:603986) Zheng Quan Shi Bao·2025-11-02 00:05Group 1: Institutional Research and Market Performance - A total of 418 listed companies disclosed institutional investor research records as of October 31, with 35 companies receiving over 100 institutional visits [1] - Nearly 60% of the companies that were researched achieved positive returns, with the top three performing stocks being 瑞尔特 (Realt), 天际股份 (Skyline), and 大中矿业 (Dazhong Mining), with gains of 46.59%, 41.85%, and 33.29% respectively [1] Group 2: Zhaoyi Innovation - Zhaoyi Innovation reported a third-quarter revenue of 2.681 billion yuan, a year-on-year increase of 31.40%, and a net profit of 508 million yuan, up 61.13% [2] - The company indicated a price increase trend for NOR Flash products, with expectations of a moderate overall price rise in 2024 [2][3] - The supply of DRAM products remains tight, with a significant price increase expected to continue into the fourth quarter and throughout 2024 [2][3] Group 3: Jinpan Technology - Jinpan Technology's third-quarter revenue reached 2.04 billion yuan, an increase of 8.38%, with a net profit of 221 million yuan, up 21.71% [4] - The company is expanding its business in the AI Data Center (AIDC) sector, achieving a revenue of 974 million yuan in this area, a year-on-year growth of 337.47% [4] - The demand for transformers is rising due to tight overseas supply and increasing raw material costs [4] Group 4: Lens Technology - Lens Technology reported third-quarter revenue of 20.702 billion yuan, a year-on-year increase of 19.25%, and a net profit of 1.7 billion yuan, up 12.62% [5] - The company has established a vertical integration platform in the robotics sector, with expectations of thousands of humanoid robots and over ten thousand quadruped robots shipped this year [6] - Lens Technology is optimistic about its fourth-quarter performance due to increased orders from major clients [6] Group 5: Kaixin Network - Kaixin Network's third-quarter revenue was 1.497 billion yuan, a year-on-year increase of 9.08%, with a net profit of 633 million yuan, up 34.51% [7] - The company's "Legend Box" business contributed approximately 570 million yuan to revenue in the third quarter [7] - The company has launched several short dramas, including "Shangyuan Huan" and "Hot Blood Era," to enhance user engagement and experience [7]