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共进股份前三季度归母净利同比增长超五倍
Core Insights - Company reported a revenue of 6.539 billion with a year-on-year growth of 8.15% and a net profit of 86 million, showing a significant increase of 529.94% [1] - In Q3 alone, revenue reached 2.386 billion, marking a year-on-year increase of 16.10% and a quarter-on-quarter increase of 13.51% [1] - The improvement in profitability is attributed to revenue growth, enhanced gross margin, and effective control of operating expenses [1] Financial Performance - Gross margin for the first three quarters was 11.99%, an increase of 0.25 percentage points compared to the same period last year [1] - Operating expense ratio decreased by 1.99 percentage points year-on-year, further supporting profit growth [1] Market Expansion - Company has intensified efforts to explore both domestic and international markets, deepening collaboration with core clients [1] - Over 70% of revenue in the first three quarters came from overseas, with a year-on-year growth exceeding 40%, indicating strong overseas development momentum [1] Production Capacity - Company has nearly 90 SMT production lines across four major production bases, enhancing high-precision and high-efficiency assembly capabilities [2] - The second phase of the Vietnam factory has been successfully launched, and the North American cooperation factory project is progressing [2] Business Diversification - The company is experiencing positive developments in diversified business areas due to accelerated global data center construction, AI computing demand, and automotive intelligence trends [2] - Significant recovery in revenue from the AP series in the network communication product line, with substantial growth in server output and shipments [2] Future Outlook - Company aims to leverage historical opportunities presented by global digitalization and intelligence trends, focusing on "technology + capacity" dual drivers [2] - Continued emphasis on core business areas such as network communication, data communication, automotive electronics, and EMS for long-term high-quality development [2]