Core Insights - Jin Haitong (603061.SH) reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong financial performance [1] Financial Performance - The total operating revenue for the first three quarters reached 482 million yuan, representing a year-on-year growth of 87.88% [1] - The net profit attributable to shareholders of the parent company was 125 million yuan, showing a year-on-year increase of 178.18% [1] - The basic earnings per share stood at 2.16 yuan [1]

证券代码：603061 证券简称：金海通 公告编号：2025-055 根据《公司法》《中华人民共和国会计法》《中华人民共和国证券法》《上海 证券交易所上市公司自律监管指引第 1 号——规范运作》等法律、行政法规、部 门规章、规范性文件及《公司章程》的有关规定，公司编制了《天津金海通半导 体设备股份有限公司 2025 年第三季度报告》。 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 天津金海通半导体设备股份有限公司（以下简称"公司"）第二届监事会第 十五次会议于 2025 年 10 月 28 日在公司会议室以现场结合通讯的方式召开。本 次会议通知已于 2025 年 10 月 23 日以电子邮件、电话、短信等方式送达各位监 事。本次会议应出席监事 3 人，实际出席监事 3 人（其中：通讯方式出席监事 1 人）。 本次会议由监事会主席宋会江召集并主持，公司部分高级管理人员列席会议。 本次会议召集和召开程序符合《中华人民共和国公司法》（以下简称"《公司法》"） 等有关法律、法规、规章和《天津金海通半导体设 ...

证券代码：603061 证券简称：金海通 公告编号：2025-054 天津金海通半导体设备股份有限公司 第二届董事会第十八次会议决议公告 本议案已经公司第二届董事会审计委员会第十三次会议审议通过。 表决结果：同意 9 票；反对 0 票；弃权 0 票；回避 0 票。 此议案获得通过。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、董事会会议召开情况 天津金海通半导体设备股份有限公司（以下简称"公司"）第二届董事会第十八 次会议于 2025 年 10 月 28 日在公司会议室以现场结合通讯的方式召开。会议通知已 于 2025 年 10 月 23 日以电子邮件、电话、短信等方式送达全体董事。本次会议应出 席董事 9 人，实际出席董事 9 人（其中：通讯方式出席董事 8 人）。 会议由董事长崔学峰召集并主持，部分高级管理人员列席会议。本次会议的召 开和表决程序符合《中华人民共和国公司法》（以下简称"《公司法》"）等有关法律、 法规、规章和《天津金海通半导体设备股份有限公司章程》（以下简称"《公司章程》"） 的规定。 二、董事 ...

Core Viewpoint - The article expresses optimism about the Chinese stock market, highlighting the recent crossing of the 4000-point mark and the supportive measures from the People's Bank of China to stabilize the market [3][6]. Market Performance - The A-share market saw a collective decline on October 28, with the Shanghai Composite Index down 0.22%, Shenzhen Component down 0.44%, and ChiNext down 0.15%. The total trading volume was 21,655.28 billion yuan, a decrease of 1,912.71 billion yuan from the previous day [14]. - Despite the overall decline, over 2300 stocks rose, with 72 stocks hitting the daily limit up. The Fujian Free Trade Zone concept stocks experienced a surge, with Pingtan Development achieving six limit-ups in eight days [14]. Sector Analysis - The electronics, communication, media, non-bank financials, and banking sectors have shown excess returns for three consecutive years, with the potential for continued outperformance in the TMT (Technology, Media, and Telecommunications) sectors due to the accelerating development of the global AI industry [6][7]. - The transformer sector is experiencing a significant increase in demand, with global delivery times for key components extending to 115-130 weeks, leading to rising product prices [14][20]. Company Earnings - Several companies reported substantial earnings growth in Q3, including: - Shiroyama Real Estate: Revenue of 593 million yuan, up 235.68% YoY; net profit of 109 million yuan, up 3,168.80% YoY [21]. - G-bits: Revenue of 1.968 billion yuan, up 129.19% YoY; net profit of 569 million yuan, up 307.7% YoY [21]. - Huasheng Tiancheng: Revenue of 909 million yuan, up 10.29% YoY; net profit of 219 million yuan, up 563.58% YoY [21]. Investment Trends - The article notes a net outflow of 33.356 billion yuan from major funds, with the non-ferrous metals sector experiencing the largest outflow. Conversely, sectors such as defense, computing, and basic chemicals saw net inflows [22]. - The article also highlights the performance of specific stocks, with notable net inflows into companies like Sanhua Intelligent Control and Longcheng Military Industry, while companies like Northern Rare Earth and ZTE experienced significant outflows [22]. Policy and Economic Outlook - The Central Committee of the Communist Party of China has released recommendations for the 15th Five-Year Plan, emphasizing the need for breakthroughs in key technologies such as integrated circuits, advanced materials, and biomanufacturing [19]. - The U.S. government has signed an $80 billion agreement with Westinghouse Electric Company to build nuclear reactors to meet the growing electricity demand from AI, indicating a global trend towards energy solutions for technology advancements [21].

Core Insights - Jin Haitong (603061.SH) reported a significant increase in revenue and net profit for the third quarter and the first three quarters of the year [2] Financial Performance - The company's revenue for the third quarter reached 174 million, representing a year-on-year growth of 137.97% [2] - Net profit for the third quarter was 48.98 million, showing a remarkable year-on-year increase of 832.58% [2] - For the first three quarters, the total revenue amounted to 482 million, with a year-on-year growth of 87.88% [2] - The net profit for the first three quarters was 125 million, reflecting a year-on-year increase of 178.18% [2]

Core Viewpoint - Jinhaitong reported a significant increase in net profit and revenue for the third quarter, driven by the recovery in demand for semiconductor packaging and testing equipment, particularly in the sales of testing sorting machines [1] Financial Performance - The company's revenue for the third quarter reached 174 million, representing a year-on-year increase of 137.97% [1] - Net profit for the third quarter was 48.98 million, showing a remarkable year-on-year growth of 832.58% [1] - For the first three quarters, total revenue amounted to 482 million, reflecting a year-on-year increase of 87.88% [1] - Net profit for the first three quarters was 125 million, which is a year-on-year increase of 178.18% [1] Industry Impact - The growth in performance is primarily attributed to the recovery in the semiconductor packaging and testing equipment sector, indicating a positive trend in industry demand [1] - The increase in sales of testing sorting machines has been a significant contributor to the company's revenue growth [1]

Financial Performance - The company's operating revenue for the third quarter reached ¥174,179,734.83, representing a year-on-year increase of 137.97%[4] - The total profit for the third quarter was ¥52,763,038.66, showing a significant increase of 938.20% compared to the same period last year[4] - The net profit attributable to shareholders for the third quarter was ¥48,975,719.98, reflecting an increase of 832.58% year-on-year[4] - The basic earnings per share for the third quarter was ¥0.84, an increase of 833.33% year-on-year[5] - Net profit for the first three quarters of 2025 was CNY 124,981,258.66, up 178.5% from CNY 44,928,436.69 in the first three quarters of 2024[20] - Operating profit for the first three quarters of 2025 was CNY 138,613,178.24, compared to CNY 48,330,760.69 in the same period of 2024, reflecting a growth of 186.5%[20] - Total comprehensive income for the first three quarters of 2025 was CNY 124,845,569.96, compared to CNY 46,577,268.09 in 2024, an increase of 168.5%[21] Cash Flow - The net cash flow from operating activities for the third quarter was ¥33,374,315.90, up by 33.07% compared to the previous year[4] - The company reported a significant increase in cash flow due to higher cash receipts from sales[10] - Cash inflow from operating activities was CNY 424,810,549.59 for the first three quarters of 2025, compared to CNY 277,879,872.11 in 2024, an increase of 53.0%[21] - The net cash flow from operating activities was $49,951,017.31, compared to $22,430,035.47 in the previous period, indicating a significant increase[22]. - The net cash flow from financing activities was $40,171,806.84, a recovery from a negative $127,156,716.03 in the previous period, indicating better debt management[22]. Assets and Liabilities - The total assets at the end of the reporting period were ¥1,956,339,682.82, a growth of 22.38% compared to the end of the previous year[5] - The company's current assets totaled RMB 1,419,741,300.43, compared to RMB 1,214,581,376.22 in the previous year, indicating a year-over-year increase of about 16.9%[15] - The company's non-current assets totaled RMB 536,598,382.39, up from RMB 383,984,231.81, reflecting a growth of about 40%[15] - Total liabilities increased to CNY 417,136,710.46 in 2025 from CNY 282,332,848.62 in 2024, marking a rise of 47.6%[19] - The total equity attributable to shareholders reached CNY 1,539,202,972.36, up from CNY 1,316,232,759.41, indicating a growth of 16.9%[19] Inventory and Receivables - Accounts receivable rose significantly to RMB 465,963,457.78, up from RMB 342,225,527.23, marking an increase of around 36.2%[14] - Inventory increased to RMB 370,904,357.07 from RMB 292,862,984.29, which is a growth of approximately 26.6%[14] Research and Development - Research and development expenses for the first three quarters of 2025 were CNY 35,650,324.42, up from CNY 30,645,299.63 in 2024, reflecting an increase of 16.5%[19] Market and Operational Insights - The company attributed the revenue growth to increased demand in the semiconductor packaging and testing equipment sector, particularly in the sales of testing sorting machines[9] - There are no new product launches or technological advancements mentioned in the current report[14] Accounting and Reporting Changes - The company is set to implement new accounting standards starting in 2025, which may affect future financial reporting[23]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 6 日（星期四）下午 15:00-16:00 证券代码：603061 证券简称：金海通 公告编号：2025-057 天津金海通半导体设备股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心视频录播和网络互动 投资者可于 2025 年 10 月 30 日（星期四）至 11 月 5 日（星期三）16:00 前登录上证路演中心网站首页点击"预征集问答"栏目或通过天津金海通半 导体设备股份有限公司（以下简称"公司"）邮箱 jhtdesign@jht-design.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 公司已于 2025 年 10 月 29 日（星期三）发布公司 2025 年第三季度报告，为 便于广大投资者更全面深入 ...

单位：元 | 序号 | 项目 | 2025年1-9月 计提减值准备金额 | 备注 | | --- | --- | --- | --- | | 1 | 信用减值准备 | 23,481,978.15 | 应收票据坏账准备、应收账款坏账准备 、其他应收款坏账准备 | | 2 | 资产减值准备 | 2,670,716.20 | 存货跌价准备、合同资产减值准备 | | | 合计 | 26,152,694.35 | | 二、计提信用减值准备及资产减值准备的依据及说明 证券代码：603061 证券简称：金海通 公告编号：2025-056 天津金海通半导体设备股份有限公司 关于2025年1-9月计提信用及资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 天津金海通半导体设备股份有限公司（以下简称"公司"）于 2025 年 10 月 27 日召开第二届董事会审计委员会第十三次会议、于 2025 年 10 月 28 日召开 第二届董事会第十八次会议、第二届监事会第十五次会议，审议通过了《关于 2025 年 1-9 月计提信用及资 ...

金海通公告，2025年第三季度营收为1.74亿元，同比增长137.97%；净利润为4897.57万元，同比增长 832.58%。前三季度营收为4.82亿元，同比增长87.88%；净利润为1.25亿元，同比增长178.18%。 ...