Core Viewpoint - Gekewei, a leading supplier of CMOS image sensors and display driver chips, has shown significant growth in revenue driven by high-pixel products, despite facing challenges in profitability and debt levels [2][3][6]. Group 1: Company Overview - Gekewei was established on September 3, 2003, and went public on August 18, 2021, on the Shanghai Stock Exchange. The company specializes in the research, design, and sales of CMOS image sensors and display driver chips, with a strong technological foundation and R&D capabilities [1]. - The company is classified under the electronic - semiconductor - digital chip design sector, involving sensor and smart wearable concepts [1]. Group 2: Financial Performance - In Q3 2025, Gekewei achieved a revenue of 5.723 billion yuan, ranking 8th among 48 companies in the industry. The top competitor, OmniVision, reported 21.783 billion yuan, while the industry average was 2.912 billion yuan [2]. - The revenue breakdown shows that CMOS image sensor revenue was 2.928 billion yuan, accounting for 80.51%, while display driver chip revenue was 706 million yuan, making up 19.41% [2]. - The net profit for the same period was 50.1886 million yuan, placing the company 29th in the industry, with the top competitor reporting a net profit of 3.199 billion yuan [2]. Group 3: Financial Ratios - Gekewei's debt-to-asset ratio stood at 66.66% in Q3 2025, an increase from 65.24% year-on-year, significantly higher than the industry average of 24.46%, indicating substantial debt pressure [3]. - The gross profit margin for Q3 2025 was 20.70%, down from 23.37% year-on-year and below the industry average of 36.52%, suggesting a need for improvement in profitability [3]. Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 9.06% to 29,100, with an average holding of 86,000 circulating A-shares, up 58.14% [5]. - Notable changes among the top ten circulating shareholders include an increase in holdings by Hong Kong Central Clearing Limited and the entry of new shareholders like 华夏科创50ETF联接A [5]. Group 5: Business Highlights - Gekewei's revenue for H1 2025 reached 3.636 billion yuan, a year-on-year increase of 30.33%, with Q2 revenue hitting a record high since its IPO [6][7]. - The company is transitioning to a Fab-lite operational model, enhancing product competitiveness, and focusing on high-pixel products, with plans to reduce lower pixel offerings [6]. - The company is expanding its product matrix in non-mobile sectors and actively developing automotive front-end chips [7].

Core Insights - The company, GeKowei (688728.SH), reported a revenue of 5.723 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 25.66% [1] - The net profit attributable to shareholders reached 50.19 million yuan, showing a significant year-on-year increase of 518.75% [1] - The company reported a non-recurring net profit loss of 6.52 million yuan, with basic earnings per share at 0.02 yuan [1] Financial Performance - Revenue for the first three quarters: 5.723 billion yuan, up 25.66% year-on-year [1] - Net profit attributable to shareholders: 50.19 million yuan, up 518.75% year-on-year [1] - Non-recurring net profit: loss of 6.52 million yuan [1] - Basic earnings per share: 0.02 yuan [1]

Group 1 - The core point of the article is that GeKong Microelectronics reported significant growth in its financial performance for the first three quarters of 2025, with a notable increase in both revenue and net profit [2] - The company achieved a total operating revenue of 5,722,579,132 yuan, representing a year-on-year growth of 25.66% [2] - The net profit attributable to shareholders of the listed company reached 50,188,645 yuan, showing a remarkable year-on-year increase of 518.75% [2]

格隆汇10月30日丨格科微(688728.SH)公布2025年第三季度报告，营业收入为20.86亿元，同比上升 18.27%；归属于上市公司股东的净利润为2042.67万元；归属于上市公司股东的扣除非经常性损益的净 利润为842.95万元。 ...

格科微有限公司 2025 年第三季度报告 单位：元 币种：人民币 证券代码：688728 证券简称：格科微 格科微有限公司 2025 年第三季度报告 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。 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。 第三季度财务报表是否经审计 □是 √否 重要内容提示： 一、主要财务数据 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。 （一） 主要会计数据和财务指标 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 2,086,238,027 | 18.27 | 5,722,579,132 | 25 ...

GalaxyCore Inc. 信息披露管理办法 GalaxyCore Inc. （格科微有限公司） 信息披露管理办法 GalaxyCore Inc. 信息披露管理办法 $$\Xi{\bf{\cal{O}}}\,{\bf{\cal{-}}}\,\Xi{\bf{\cal{H}}}\,\nexists\,+\,\Xi$$ | 第二章 | 信息披露基本原则和一般规定 3 | | | --- | --- | --- | | 第三章 | 信息披露内容及标准 4 | | | 第四章 | 信息传递、审核及披露流程 7 | | | 第五章 | 信息披露事务管理部门及其负责人的职责 8 | | | 第六章 | 董事和董事会及高级管理人员的职责 8 | | | 第七章 | 公司各部门和子公司的信息披露事务管理和报告制度 | 9 | | 第八章 | 股东、实际控制人的信息问询、披露和管理制度 10 | | | 第九章 | 信息保密 | 10 | | 第十章 | 财务管理和会计核算的内部控制及监督机制 11 | | | 第十一章 | 档案保管 | 11 | | 第十二章 | 责任追究机制以及对违规人员的处理措施 12 | | | 第 ...

募集资金管理办法 第一章 总则 第一条 为了规范 GalaxyCore Inc.（以下简称"公司"）募集资金的管理和运用， 保护投资者的权益，依照《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上海证 券交易所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规的规定 和公司章程，结合公司实际情况，制定本办法｡ 第二条 本办法所称募集资金是指：公司通过发行股票或者其他具有股权性质的 证券，向投资者募集并用于特定用途的资金，但不包括公司实施股权激励计划募 集的资金。 第三条 公司募集资金应当专款专用。公司使用募集资金应当符合国家产业政策 和相关法律法规，践行可持续发展理念，履行社会责任，原则上应当用于主营业 务，有利于增强公司竞争能力和创新能力。公司募集资金应当投资于科技创新领 域，促进新质生产力发展。 第四条 公司董事会应当持续关注募集资金存放、管理和使用情况，有效防范投 资风险，提高募集资金使用效益。 公司的董事和高级管理人员应当勤勉尽责，确保公司募集资金安全，不得操控公 司擅自或者变相改变募集资金用途。 格科微有限公司（Galax ...

格科微公告，第三季度营收为20.86亿元，同比增长18.27%；净利润为2042.67万元。前三季度营收为 57.23亿元，同比增长25.66%；净利润为5018.86万元，同比增长518.75%。 ...

Core Points - The Shanghai Municipal Federation of Industry and Commerce established a special committee for listed companies, consisting of 63 core executives from private listed companies, with Yang Guoping, Chairman and CEO of Dazhong Transportation Group, serving as the director [1] - The committee focuses on six key areas: strategic guidance, industrial collaboration, policy empowerment, financial support, standardized governance, and legal protection, aiming to enhance the quality of development of Shanghai's private economy [1] - As of now, there are 451 A-share listed companies in Shanghai, of which 254 are privately controlled, representing a crucial force in the private economy [1] - The first batch of committee members includes companies from integrated circuits, biomedicine, artificial intelligence, and green low-carbon sectors, with a total market capitalization exceeding half of the total market value of all private listed companies in Shanghai [1] - Shou Ziqi, Vice Chairman of the All-China Federation of Industry and Commerce and Chairman of the Shanghai Municipal Federation of Industry and Commerce, emphasized that private listed companies are the "leading geese" of Shanghai's private economy and the "vanguard" of technological innovation [1] Group 1 - The special committee aims to guide enterprises to align with national strategies, increase R&D investment, and promote digital and green transformation [1] - The committee will strengthen platform service functions, creating a "highway" for government-enterprise communication and a "hub" for resource matching and industrial coordination [1] - The committee intends to leverage leading enterprises to enhance and complement industrial chains, providing categorized services to optimize the capital market ecosystem [1] Group 2 - During a roundtable discussion, five committee member companies, including Dazhong Transportation, Spring Airlines, Geke Micro, Heyuan Bio, and Mercury Holdings, explored topics such as the transformation of technological innovation results, enhancing core competitiveness, and the integration of industrial chain formats [2]

Core Points - Geke Micro announced an adjustment to its 2023 restricted stock incentive plan, specifically changing the grant price of restricted stock from 8.93 yuan per share to 8.91 yuan per share [2] Group 1 - The second meeting of the second board of directors will be held on October 21, 2025, to review the adjustments to the incentive plan [2] - The adjustments were made in accordance with the "Management Measures for Equity Incentives of Listed Companies" and relevant provisions of the incentive plan [2] - The board of directors made the decision based on the authorization from the shareholders' meeting [2]