GigaDevice(SH:603986) 中国基金报·2025-11-02 16:05Core Viewpoint - The article highlights the significant increase in institutional research activity among listed companies during the third quarter earnings report period, indicating a strong interest from investors in understanding company performance and industry outlooks [2][3]. Group 1: Institutional Research Activity - A total of 418 listed companies disclosed institutional investor research records as of October 31, with 35 companies receiving over 100 institutional visits [3]. - Notable companies such as Zhaoyi Innovation, Jinpan Technology, and Lens Technology received over 200 institutional visits, with inquiries focused on quarterly performance, business progress, and industry outlook [3]. Group 2: Company Performance Highlights - 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% [5]. - Jinpan Technology achieved third-quarter revenue of 2.040 billion yuan, an increase of 8.38%, and a net profit of 221 million yuan, up 21.71% [8]. - Lens Technology's third-quarter revenue reached 20.702 billion yuan, a growth of 19.25%, with a net profit of 1.700 billion yuan, increasing by 12.62% [10]. - Kaiying Network reported third-quarter revenue of 1.497 billion yuan, a year-on-year increase of 9.08%, and a net profit of 633 million yuan, up 34.51% [13]. Group 3: Industry Trends and Insights - Zhaoyi Innovation noted a price increase trend for NOR Flash products, with expectations for overall price stability and gradual increases in 2024 due to supply constraints [5][6]. - Jinpan Technology is expanding its business in the AI Data Center (AIDC) sector, reporting a significant revenue increase of 337.47% in this area for the first three quarters of 2025 [8]. - Lens Technology is actively developing its robotics business, with expectations of significant revenue contributions from humanoid robots and quadruped robots in the near future [10][11].