10月31日，金海通跌5.13%，截至发稿，报131.20元/股，成交1.97亿元，换手率3.54%，总市值78.72亿 元。 资料显示，天津金海通半导体设备股份有限公司位于上海市青浦区嘉松中路2188号，成立日期2012年12 月24日，上市日期2023年3月3日，公司主营业务涉及研发、生产并销售半导体芯片测试设备。主营业务 收入构成为：测试分选机86.69%，备品备件12.43%，其他(补充)0.88%。 从金海通十大流通股东角度 责任编辑：小浪快报 数据显示，国寿安保基金旗下1只基金位居金海通十大流通股东。国寿安保智慧生活股票A（001672） 三季度新进十大流通股东，持有股数63.28万股，占流通股的比例为1.51%。根据测算，今日浮亏损失约 448.64万元。 国寿安保智慧生活股票A（001672）成立日期2015年9月1日，最新规模22.1亿。今年以来收益40.47%， 同类排名1189/4216；近一年收益49.72%，同类排名751/3889；成立以来收益229.82%。 从基金十大重仓股角度 数据显示，国寿安保基金旗下1只基金重仓金海通。国寿安保智慧生活股票A（001672）三季度持有股 数 ...

Group 1 - The report highlights that Q3 performance met expectations with a continuous increase in membership numbers for Focus Technology, achieving a revenue of 490 million yuan, a year-on-year increase of 17% [4][5] - The report indicates that the company’s net profit for Q3 was 122 million yuan, showing a year-on-year decrease of 2%, while the net profit excluding non-recurring items was 118 million yuan, down 3.4% year-on-year [5][6] - The report notes that the company’s gross margin was 78.5%, a decrease of 1.4 percentage points year-on-year, and the net profit margin was 24.5%, down 5.2 percentage points year-on-year [5][6] Group 2 - The report states that Kuaijiao's revenue for the first three quarters was 3.174 billion yuan, a year-on-year decrease of 27.24%, with a net profit of 742 million yuan, down 43.39% year-on-year [10][11] - In Q3, Kuaijiao's revenue was 643 million yuan, a year-on-year decrease of 46.23%, and the net profit was 27 million yuan, down 92.55% year-on-year [10][11] - The report indicates that the decline in high-end and mid-range liquor sales was significant, while low-end liquor saw a growth of 117.28% year-on-year [12] Group 3 - The report mentions that Jinshi Resources achieved a revenue of 2.758 billion yuan in the first three quarters, a year-on-year increase of 50.73%, while the net profit was 236 million yuan, down 5.88% year-on-year [15][17] - In Q3, the company reported a revenue of 1.033 billion yuan, a year-on-year increase of 45.21%, and a net profit of 109 million yuan, up 32.29% year-on-year [16][18] - The report highlights that the company’s cash flow from operating activities for the first three quarters was 462 million yuan, an increase of 24.80% year-on-year [15][17] Group 4 - The report indicates that Wanze Co. achieved a revenue of 941 million yuan in the first three quarters, a year-on-year increase of 21%, with a net profit of 170 million yuan, up 22.45% year-on-year [22][23] - In Q3, the company reported a revenue of 525 million yuan, a year-on-year decrease of 2%, but a net profit increase of 31% year-on-year [24][43] - The report notes that the company has significant production capacity in high-temperature alloy components, with various agreements in place for further expansion [23][26] Group 5 - The report states that Lu'an Huanneng's revenue for the first three quarters was 21.1 billion yuan, a year-on-year decrease of 20.8%, with a net profit of 1.55 billion yuan, down 44.45% year-on-year [28][29] - In Q3, the company reported a revenue of 7.03 billion yuan, a year-on-year decrease of 21.8%, and a net profit of 210 million yuan, down 64% year-on-year [28][29] - The report highlights that the company plans to shut down its Xidong Coal Mine to improve operational efficiency and reduce losses [30][31] Group 6 - The report indicates that Mango Super Media's Q3 revenue was 3.099 billion yuan, a year-on-year decrease of 6.58%, with a net profit of 252 million yuan, down 33.47% year-on-year [32][33] - The report notes that increased content and R&D investments led to higher costs, impacting profitability [33][34] - The report highlights that advertising revenue returned to positive growth in Q3, with new shows expected to drive further engagement [35][36] Group 7 - The report states that Hangya Technology achieved a revenue of 530 million yuan in the first three quarters, a year-on-year increase of 1.95%, with a net profit of 78 million yuan, down 16.04% year-on-year [38][39] - In Q3, the company reported a revenue of 161 million yuan, a year-on-year decrease of 10.87%, and a net profit of 17 million yuan, down 34.78% year-on-year [40][41] - The report indicates that the company is focusing on new product development to drive future growth [39][41] Group 8 - The report mentions that Shandong Weida achieved a revenue of 1.439 billion yuan in the first three quarters, a year-on-year decrease of 11%, with a net profit of 230 million yuan, up 15% year-on-year [43][44] - In Q3, the company reported a revenue of 525 million yuan, a year-on-year decrease of 2%, but a net profit increase of 31% year-on-year [43][44] - The report highlights the company's strong cash flow and potential for growth in new business areas [44][45] Group 9 - The report indicates that Dinglong Co. achieved a revenue of 2.698 billion yuan in the first three quarters, a year-on-year increase of 11.2%, with a net profit of 519 million yuan, up 38% year-on-year [46][47] - In Q3, the company reported a revenue of 967 million yuan, a year-on-year increase of 6.6%, and a net profit of 208 million yuan, up 31.5% year-on-year [47][48] - The report highlights the strong performance of the semiconductor business, contributing significantly to overall growth [48]

金海通发布25Q3财报，25Q3收入1.74亿元，同比+138%/环比-2.6%；归母净利润0.49亿元， 同比+833%/环比-2.7%。公司下游封测行业边际复苏，细分市场客户不断增长，高端三温分选机 产品需求旺盛，**"**"评级。 25Q3收入同比高增长，利润同比大幅提升。 25Q3收入1.74亿元，同比+138%/环比-2.6%；归 母净利润0.49亿元，同比+833%/环比-2.7%；扣非净利润0.48亿元，同比+1413%/环 比-3.7%。公司收入利润同比均大幅增长，主要系下游半导体封测行业产能利用率提升，对分选机 等需求回暖。 下游封测行业景气度持续复苏，公司高端三温分选机持续放量。 国内封测厂商在经过2022-2023 年行业景气低谷之后，2024年至今整体稼动率持续复苏，同时资本支出亦有所恢复。受益于行业景 气度回暖，公司分选机产品收入同比增长明显。同时公司高端三温分选机在车规芯片等高端测试场 景持续放量，公司产品可用于-55℃~200℃的测试环境，EXCEED-9000系列收入占比不断提升， 9800系列针对效率要求更高的大规模、复杂测试需求。 点击招商研究小程序查看PDF报告原文 事件 ...

Core Viewpoint - The company Jin Haitong (603061.SH) reported strong financial performance for the first three quarters of 2025, with significant year-on-year growth in revenue and net profit, driven by increased demand for semiconductor packaging and testing equipment [1][6]. Financial Performance - The company achieved a revenue of 482 million yuan, representing a year-on-year increase of 87.88% [1][6]. - Net profit attributable to shareholders reached 125 million yuan, up 178.18% year-on-year [1][6]. - The net profit after deducting non-recurring gains and losses was 121 million yuan, reflecting a year-on-year growth of 222.43% [1][6]. - The gross profit margin for the first three quarters was 51.95%, an increase of 3.22 percentage points compared to the previous year [6]. - The net profit margin was 25.95%, up 8.42 percentage points year-on-year [6]. - Basic earnings per share were 2.16 yuan, with a weighted average return on equity of 8.95% [6]. Cash Flow and Operational Efficiency - The net cash flow from operating activities was 49.95 million yuan, showing a year-on-year increase of 122.70%, providing stable cash support for future R&D and capacity expansion [6]. - In the third quarter of 2025 alone, the company achieved a net profit of 48.98 million yuan, a remarkable year-on-year growth of 832.58% [6]. Industry Position and Future Outlook - As a leading supplier of semiconductor testing equipment in China, the company benefits from the accelerated localization of semiconductor equipment and rapid growth in industry demand [6][7]. - Testing sorting machines account for over 80% of the company's product structure, playing a critical role in the packaging and testing process [6]. - With the global expansion of wafer fabs and upgrades in the back-end packaging and testing processes, demand for the company's equipment is expected to continue to rise [6]. - The company plans to enhance its technological innovation and market positioning, optimize its product structure, and strengthen its core competitiveness to expand market share and create long-term value for shareholders [7].

10月28日，金海通(603061)发布2025年三季报。前三季度公司业绩表现强劲，营收同比增长87.88%至 4.82亿元，归母净利润同比增长178.18%至1.25亿元，扣非净利润同比增长222.43%至1.21亿元。业绩增 长主要由半导体封装测试设备需求回暖及测试分选机销量增长驱动。这一业绩表现一定程度超出市场预 期，展现出公司在半导体设备领域的强劲增长势头。 2025年第三季度，公司实现净利润4897.57万元，同比增长832.58%。这一数据表明，公司的增长势头不 仅在前三季度得到延续，甚至在单季度层面呈现出更为强劲的增长态势。 在半导体设备国产化的大背景下，金海通作为国内领先的半导体测试设备供应商，正受益于行业需求的 快速增长和国产替代进程的加速推进。公司产品结构中，测试分选机占比超过80%，该产品在半导体后 道封装测试环节具有重要地位，随着全球半导体产业链的持续扩张，相关设备需求有望保持稳健增长。 从盈利能力来看，公司前三季度毛利率达到51.95%，同比上升3.22个百分点；净利率为25.95%，较上年 同期上升8.42个百分点。基本每股收益为2.16元，加权平均净资产收益率为8.95%。这些数 ...

Group 1 - Jin Haitong (603061.SH) reported its Q3 2025 results, with 20 institutional investors holding a total of 19.261 million shares, representing 32.10% of the total share capital [1] - The top ten institutional investors collectively hold 31.80% of the shares, with an increase of 2.75 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, two funds increased their holdings, while four funds decreased their holdings, indicating a slight increase in the proportion of holdings [2] - Seven new public funds were disclosed this period, including Dongfang Innovation Technology Mixed and Dongxing Future Value Mixed A [2] - A total of 61 public funds were not disclosed this period, including Penghua Preferred Growth Mixed A and Guotai CSI Semiconductor Materials and Equipment Theme ETF [2]

上纬新材：智元恒岳要约收购期满，公司股票10月29日停牌1个交易日 重要新闻提示 10月28日晚间，A股多家上市公司披露三季报，多家龙头公司第三季度净利润大幅增长 *ST正平：公司将就股票交易异常波动情况进行核查，股票10月29日开市起停牌 今日提示 人力资源社会保障部今日10时举行2025年三季度新闻发布会，介绍今年以来人力资源和社会保障工作进 展情况 交通运输部今日10时举行10月例行新闻发布会，介绍前三季度交通运输经济运行情况，并回答记者提问 香港交易所今日因重阳节休市一日，南、北向交易关闭 今日央行公开市场有1382亿元7天期逆回购到期 财经新闻 1. 10月28日，新华社受权发布《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》。 务网络管理主体责任，改进快递服务质量，强化合规经营体系建设，保障快递员合法权益，自觉维护公 平竞争市场秩序。中通快递股份有限公司表示，认真落实监管要求，切实整改问题。 公司新闻 1. 上市公司业绩 世荣兆业：第三季度营收为5.93亿元，同比增长235.68%；净利润为1.09亿元，同比增长3168.80%。前 三季度营收为11.91亿元，同比增长65.17%；净 ...

智通财经APP讯，金海通(603061.SH)披露2025年第三季度报告，公司前三季度实现营收4.82亿元，同比 增长87.88%;归母净利润1.25亿元，同比增长178.18%;扣非净利润1.21亿元，同比增长222.43%;基本每股 收益2.16元。 ...

格隆汇10月28日丨金海通(603061.SH)发布三季报，2025年前三季度实现营业总收入4.82亿元，同比增长 87.88%；归属母公司股东净利润1.25亿元，同比增长178.18%；基本每股收益为2.16元。 ...

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 ...