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汽车零部件业务拓展与盈利增长
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均胜电子2025Q3毛利破新高至18.6% 单季狂揽402亿元新订单
Zhi Tong Cai Jing· 2025-10-29 09:40
Core Insights - Junsheng Electronics (600699.SH) reported a significant increase in gross margin, rising approximately 2.7 percentage points year-on-year to 18.3%, marking a five-year high [1] - The company experienced rapid growth in new business orders, with a total lifecycle value of new orders in Q3 2025 reaching approximately 40.2 billion yuan, and a cumulative total of about 71.4 billion yuan for the first three quarters [1] - The revenue for Q3 2025 was 15.497 billion yuan, reflecting a year-on-year growth of 10.25%, while the cumulative revenue for the first three quarters was 45.844 billion yuan, up 11.45% year-on-year [1] Financial Performance - The net profit attributable to shareholders for Q3 2025 was approximately 1.12 billion yuan, representing a year-on-year increase of about 19.0% [1] - In Q3 2025, the net profit attributable to shareholders was around 410 million yuan, showing a year-on-year growth of approximately 35.4% and a quarter-on-quarter increase of about 12.4% [1] Business Development - The automotive safety business accounted for approximately 39.6 billion yuan of the new orders, while the automotive electronics business contributed about 31.8 billion yuan [1] - The proportion of orders from leading domestic brands and new car manufacturers has been steadily increasing, serving as a key driver for order growth [1]