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科创板三季度净利润增75%
Di Yi Cai Jing Zi Xun· 2025-11-13 14:56
Group 1: Overall Performance of Sci-Tech Innovation Board Companies - In the first three quarters, Sci-Tech Innovation Board companies achieved operating revenue of 1.105 trillion yuan, a year-on-year increase of 7.9% [1] - Net profit reached 49.268 billion yuan, growing by 8.9% year-on-year, with a significant 75% increase in net profit for the third quarter alone [1] - Over 70% of companies reported revenue growth, and nearly 60% saw net profit growth, with 158 companies experiencing net profit increases exceeding 50% [1] Group 2: R&D Investment and Industry Performance - The total R&D investment for the Sci-Tech Innovation Board in the first three quarters was 119.745 billion yuan, 2.4 times the net profit, with a median R&D intensity of 12.4% [2] - The integrated circuit industry showed strong performance, with 121 related companies achieving a 25% year-on-year revenue increase and a 67% rise in net profit [2] - The artificial intelligence industry emerged as a new growth driver, with significant revenue increases in computing power and related sectors [2] Group 3: Sector-Specific Insights - The biopharmaceutical industry saw an 11% increase in revenue and a 48% rise in net profit, driven by the approval of new drugs and international business development [3] - The renewable energy sector is experiencing a reduction in losses, particularly in the photovoltaic field, with some companies turning profitable [3] - The lithium battery industry is witnessing a recovery in demand and prices, with 19 related companies reporting a 7% increase in revenue and a return to profitability [3]
赛微微电:关于变更部分超募资金使用用途并增加全资子公司实收资本的公告
Zheng Quan Ri Bao· 2025-11-13 14:09
Core Viewpoint - The company announced a property acquisition for its subsidiary, aimed at supporting its fundraising projects and daily operations, with a total purchase price of approximately RMB 151 million [2]. Group 1: Property Acquisition - The company’s wholly-owned subsidiary, Shanghai Sai Er Microelectronics Technology Co., Ltd. (referred to as "Sai Er Micro"), signed a property transaction contract with Shanghai Zhangjiang Integrated Circuit Industry Zone Development Co., Ltd. (referred to as "Zhangjiang Integrated Circuit") [2]. - The property is located in the Shanghai Integrated Circuit Design Industry Park and will be used for the company's fundraising project construction and daily office needs [2]. - The total purchase price for the property is approximately RMB 151 million, subject to the final agreement [2]. Group 2: Fund Utilization - The company held its 13th meeting of the second board of directors on November 13, 2025, where it approved a proposal to change the use of part of the raised funds and increase the registered capital of its wholly-owned subsidiary [2]. - The company plans to use no more than RMB 15 million of the excess raised funds for the renovation and supporting facilities of the acquired property [2]. - The expenditures will prioritize the use of excess funds from the fundraising account, with any shortfall addressed by increasing the registered capital of Sai Er Micro using excess funds [2].
单季净利润同比增长75% 科创板公司三季度业绩重拾升势
Zheng Quan Shi Bao Wang· 2025-11-13 13:33
Core Insights - The overall performance of the Sci-Tech Innovation Board (STAR Market) has shown a significant recovery, with a 75% year-on-year increase in net profit for the third quarter, indicating strong resilience and growth quality among "hard tech" companies [1][3]. Financial Performance - In the first three quarters of 2025, STAR Market companies achieved operating revenue of 1,105.01 billion yuan, a year-on-year increase of 7.9%, and net profit of 49.27 billion yuan, up 8.9% [2]. - Excluding four leading photovoltaic companies, the overall revenue and net profit growth rates for the STAR Market were 14.6% and 30.6%, respectively, indicating an amplified growth momentum [2]. Growth Characteristics - Over 70% of companies on the STAR Market reported revenue growth, and nearly 60% saw net profit increases, with 158 companies experiencing net profit growth exceeding 50% [3]. - The STAR 50 Index companies accounted for 46% of the board's revenue and 50% of net profit, while the STAR 100 Index companies demonstrated high growth elasticity, with revenue and net profit increasing by 12% and 134%, respectively [3]. R&D Investment - The total R&D investment of STAR Market companies reached 119.75 billion yuan, which is 2.4 times the net profit, with a median R&D intensity of 12.4%, leading A-shares in R&D efforts [3]. Sector Performance - The integrated circuit industry saw a 25% year-on-year revenue increase and a 67% net profit increase among 121 related companies, with major players like SMIC and Hua Hong maintaining high capacity utilization [5]. - The artificial intelligence (AI) sector emerged as a new growth pillar, with significant revenue increases in various segments, including a nearly 24-fold increase for Cambrian and a 55% increase for Haiguang Information [6]. - The biopharmaceutical sector reported an 11% revenue increase and a 48% net profit increase, driven by the approval of new drugs and accelerated commercialization [7]. Policy Impact - The ongoing "1+6" reform and the establishment of the Sci-Tech Growth Layer have provided targeted support for unprofitable tech companies, with 35 companies in this layer reporting a 39% revenue increase and a significant reduction in net losses [3].
武汉新芯IPO恢复审核
国芯网· 2025-11-13 12:59
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 不拘中国、 放眼世界 ! 关注 世界半导体论坛 ↓ ↓ ↓ 近日,武汉新芯集成电路股份有限公司完成财务资料更新,上交所恢复其IPO审核 。 据悉,武汉新芯2024年9月30日获得上交所受理,闯关科创板,2024年10月30日进入问询环节,拟融资 额48亿元。2024年12月6日, 武汉新芯IPO被抽中现场检查。 ***************END*************** 半导体公众号推荐 半导体论坛百万微信群 加群步骤: 第一步:扫描下方二维码,关注国芯网微信公众号。 第二步:在公众号里面回复"加群",按照提示操作即可。 爆料|投稿|合作|社群 根据相关数据,武汉新芯的净利润在下滑。2022-2024年, 武汉新芯 归母净利润分别为7.17亿元、 3.94亿元、2亿元;综合毛利率分别为36.51%、22.69%、20.30%。以此计算, 武汉新芯 2024年 净利润同比下滑了49.24%,毛利率下滑超过2个百分点。 武汉新芯预计2025年1-9月的营业收入为35亿元至36亿元,归母净利润为-1.2亿元至-9000万元,也 就是说, 武汉新芯 已经进入 ...
赛微微电(688325.SH):拟变更部分超募资金使用用途并增加全资子公司实收资本
Ge Long Hui A P P· 2025-11-13 12:51
Core Viewpoint - The company, Saiweiwei Electronics (688325.SH), has signed a property transaction contract to purchase a property in Shanghai for approximately RMB 151 million, aimed at supporting its fundraising projects and daily office needs [1] Group 1: Property Acquisition - Saiweiwei's wholly-owned subsidiary, Shanghai Sai'erwei Microelectronics Technology Co., Ltd., will acquire a property located in the Shanghai Integrated Circuit Design Industrial Park [1] - The total purchase price for the property is approximately RMB 151 million, subject to the final agreement [1] Group 2: Funding and Capital Increase - To address the funding needs for subsequent renovations and related facilities, the company plans to use up to RMB 15 million of its excess fundraising for these expenditures [1] - The company will prioritize using excess funds from the fundraising account for the property purchase, with any shortfall to be covered by increasing the paid-in capital of Sai'erwei [1]
AI产业成增长新主力,科创板三季度净利润增75%
第一财经· 2025-11-13 12:50
本文字数:1300,阅读时长大约2.5分钟 作者 | 第一财经 黄思瑜 11月13日晚,随着中芯国际(688981.SH,00981.HK)、诺诚健华(688428.SH,09969.HK)2家多地上市的红筹公司完成三季报业绩披露,科创 板592家公司的三季度"成绩单"正式揭晓。 2025.11. 13 前三季度,科创板公司实现营业收入1.105万亿元,同比增长7.9%;实现净利润492.68亿元,同比增长8.9%;扣非后净利润319.74亿元,同比增长 5.5%。其中,第三季度单季净利润同比大幅增长75%。 其中,超七成公司实现营收增长,近六成公司净利润增长。158家公司净利润增幅超过50%,46家公司扭亏为盈。科创50指数成分公司营收和净利润占 板块整体比重,分别保持在46%和50%的高位。科创100指数成分公司营收和净利润同比分别增长12%和134%。 今年6月,科创板"1+6"改革启动,设立科创成长层,精准支持未盈利科技型企业发展。从三季度业绩表现看,35家公司前三季度营收同比增长39%, 净利润同比大幅减亏65%;在增收缩亏的同时,研发强度中位数高达44.3%。 第一财经持续追踪财经热点。若您掌握公 ...
赛微微电:拟变更部分超募资金使用用途并增加全资子公司实收资本
Ge Long Hui· 2025-11-13 12:48
Core Viewpoint - The company, Saiweiwei Electronics (688325.SH), has signed a property transaction contract to purchase a property in Shanghai for approximately RMB 151 million, aimed at supporting its fundraising projects and daily office needs [1] Group 1: Property Acquisition - Saiweiwei's wholly-owned subsidiary, Shanghai Sai'erwei Microelectronics Technology Co., Ltd. (referred to as "Sai'erwei"), will acquire the property located in the Shanghai Integrated Circuit Design Industrial Park [1] - The total purchase price for the property is approximately RMB 151 million, subject to the final agreement [1] Group 2: Funding and Capital Increase - To address the funding needs for subsequent renovations and related facilities, the company plans to use up to RMB 15 million of its excess fundraising for these expenditures [1] - The company will prioritize using excess funds from the fundraising account for the property purchase, and any shortfall will be covered by increasing the registered capital of Sai'erwei using excess funds [1]
AI产业成增长新主力,科创板三季度净利润增75%
Di Yi Cai Jing· 2025-11-13 11:59
11月13日晚,随着中芯国际(688981.SH,00981.HK)、诺诚健华(688428.SH,09969.HK)2家多地上 市的红筹公司完成三季报业绩披露,科创板592家公司的三季度"成绩单"正式揭晓。 前三季度,科创板公司实现营业收入1.105万亿元,同比增长7.9%;实现净利润492.68亿元,同比增长 8.9%;扣非后净利润319.74亿元,同比增长5.5%。其中,第三季度单季净利润同比大幅增长75%。 其中,超七成公司实现营收增长,近六成公司净利润增长。158家公司净利润增幅超过50%,46家公司 扭亏为盈。科创50指数成分公司营收和净利润占板块整体比重,分别保持在46%和50%的高位。科创 100指数成分公司营收和净利润同比分别增长12%和134%。 今年6月,科创板"1+6"改革启动,设立科创成长层,精准支持未盈利科技型企业发展。从三季度业绩表 现看,35家公司前三季度营收同比增长39%,净利润同比大幅减亏65%;在增收缩亏的同时,研发强度 中位数高达44.3%。 新能源行业"反内卷"持续推进。光伏领域,17家相关企业净亏损幅度收窄,环比缩亏28%。部分环节产 品均价有所回升,硅料龙头大全能 ...
科创板三季报完成交卷 硬科技动能澎湃
Zheng Quan Ri Bao Wang· 2025-11-13 11:49
Core Insights - The overall net profit of the Sci-Tech Innovation Board companies saw a significant year-on-year increase of 75% in the third quarter, reflecting strong resilience and growth quality in the "hard technology" sector [2][3]. Financial Performance - For the first three quarters of 2025, the companies on the Sci-Tech Innovation Board achieved total operating revenue of 1,105.01 billion yuan, a year-on-year increase of 7.9%, and a net profit of 49.27 billion yuan, up 8.9% [2]. - Excluding four leading photovoltaic companies, the overall revenue and net profit of the board increased by 14.6% and 30.6% respectively, indicating an amplified growth momentum [2]. - Over 70% of companies reported revenue growth, and nearly 60% saw net profit increases, with 158 companies experiencing net profit growth exceeding 50% [2]. R&D Investment - The total R&D investment of the Sci-Tech Innovation Board reached 119.75 billion yuan, which is 2.4 times the net profit, with a median R&D intensity of 12.4%, leading all A-share sectors [3]. - 35 unprofitable companies in the newly established growth tier reported a revenue increase of 39% year-on-year, while their net profit losses decreased by 65% [3]. Industry Highlights - The integrated circuit industry, a core area for technological self-reliance, saw 121 related companies achieve a revenue increase of 25% and a net profit increase of 67% [5]. - The artificial intelligence sector emerged as a new growth pillar, with significant revenue increases reported by key players such as Cambrian and Haiguang [6]. - The biopharmaceutical sector experienced an 11% revenue increase and a 48% net profit increase, with nine new class 1 drugs approved for market [6]. Market Dynamics - The photovoltaic sector benefited from "anti-involution" policies, with 17 related companies significantly reducing their losses by 28% [7]. - The lithium battery industry saw a revenue increase of 7% year-on-year, with a net profit of 1.02 billion yuan, marking a return to profitability for 19 companies [7].
紫光国微:截至2025年11月10日公司合并普通账户和融资融券信用账户全体股东总数为189777户
Zheng Quan Ri Bao Wang· 2025-11-13 11:11
证券日报网讯紫光国微(002049)11月13日在互动平台回答投资者提问时表示,截至2025年11月10日, 公司合并普通账户和融资融券信用账户全体股东总数为189777户。 ...