长电科技：前三季度公司实现营收总额286.7亿元

Core Viewpoint - The company reported a total revenue of 28.67 billion yuan for the first three quarters, marking a year-on-year increase of 14.8% [1] Revenue Performance - In Q3 alone, the company achieved a revenue of 10.06 billion yuan, which is a 6% year-on-year increase and the highest revenue for Q3 in history [1] - The company’s key application areas are experiencing a market recovery, with increased orders driven by hot applications and domestic substitution demand [1] Capacity and Production - The overall capacity utilization rate of the company is steadily improving, with some production lines nearing full capacity [1] - The company is accelerating its transformation by optimizing product structure and focusing on advanced packaging capacity [1] Business Segments Growth - Revenue from the computing electronics, industrial and medical electronics, and automotive electronics segments grew approximately 70%, 40%, and 30% respectively, showing significant growth momentum [1] Profitability - The average gross margin for the first three quarters was 13.7%, with Q3 gross margin at 14.3%, a notable increase compared to the same period last year, primarily due to improved capacity utilization and optimized product structure [1] Operating Expenses - The company is intensifying cost control measures, although management expenses have increased significantly due to the consolidation of Shengdie Semiconductor and operational costs related to new factories [1] R&D Investment - The total R&D investment for the first three quarters reached 1.54 billion yuan, representing an almost 25% year-on-year increase, indicating an accelerating growth trend [1] Net Profit - The net profit attributable to shareholders for the first three quarters was 0.95 billion yuan, with Q3 net profit at 0.48 billion yuan, reflecting a year-on-year increase of 5.7% and a substantial quarter-on-quarter growth of 80.6% [1]