Phase 8L
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唯捷创芯(天津)电子技术股份有限公司 2025年第三季度报告
Shang Hai Zheng Quan Bao· 2025-10-27 22:53
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688153 证券简称:唯捷创芯 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。 重要内容提示: 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整,不存在虚假记载、误导性陈 述或重大遗漏,并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)保证季度报告中财务信息的真 实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 (一)主要会计数据和财务指标 单位:元 币种:人民币 ■ 注:"本报告期"指本季度初至本季度末3个月期间,下同。 1、受益于Wi-Fi 7模组、车规级产品等核心业务规模扩大,以及Phase 7LE Plus、Phase 8L等重点模组产 品订单交付进度加快,公司营收规模呈逐步增长趋势。2025年第三季度,公司实现营业收入57,275.52万 元,同比增长36.28%,环比增长19.80%。同时,公司通过持续优化产品结构,提升高毛利产品占比, 推动整体毛利率改善,盈利能力实 ...
【私募调研记录】同犇投资调研唯捷创芯、珀莱雅
Zheng Quan Zhi Xing· 2025-04-30 00:10
Group 1: Weijie Chuangxin - Weijie Chuangxin has made significant progress in multiple product lines for 2024 and 2025, with Wi-Fi 7 modules achieving large-scale sales [1] - The company has successfully launched mass sales of automotive, satellite communication, and AI edge products [1] - In Q1 2025, core products such as L-FEM and LN Bank saw a significant increase in shipment volume, gaining more market share in new projects with Samsung [1] - The company has reduced inventory levels by strengthening internal management and optimizing stocking strategies [1] - The competitive landscape in the mid-to-low-end market is intense, while high-end products are experiencing new opportunities for domestic substitution [1] - The gross margin is influenced by market competition and product mix changes, with an increase in the proportion of high-margin products being crucial [1] Group 2: Proya - In 2024, Proya is set to become the first beauty company in China to exceed 10 billion in revenue, with a 'Double Ten Strategy' aimed at entering the top ten global cosmetics industry within the next decade [2] - The main brand Proya still has room for market share growth in China, focusing on developing series such as Source Power, Energy, Whitening, and Base Makeup [2] - Online channels will enhance the product matrix and operational capabilities, while offline channels will explore new formats and continue expansion [2] - The skincare brand has a clear positioning, the color cosmetics brand focuses on professional fields, and the hair care brand targets mid-to-high-end and efficacy-oriented products [2] - The company will focus on the Southeast Asian market for overseas expansion, developing products suited to local needs and collaborating with local distributors [2] - Investment will be directed towards enriching the brand and product matrix to meet diverse consumer demands [2]