Core Insights - Jingce Electronics (300567.SZ) reported its Q3 2025 results, revealing that 42 institutional investors hold a total of 36.48 million shares, accounting for 13.04% of the company's total equity [1] - The top ten institutional investors collectively hold 12.21% of the shares, with a decrease of 3.34 percentage points compared to the previous quarter [1] Institutional Holdings - In the public fund sector, 10 funds increased their holdings, with a total increase ratio of 0.32%, while 6 funds decreased their holdings, with a total decrease ratio of 0.65% [2] - A total of 21 new public funds disclosed their holdings this quarter, while 256 funds did not disclose their holdings compared to the previous quarter [2] Insurance and Foreign Investment - In the insurance sector, only one insurer, Ruizhong Life Insurance, increased its holdings, indicating a slight rise in the holding ratio [2] - One new foreign institution, Hong Kong Central Clearing Limited, disclosed its holdings this quarter [3]

Core Viewpoint - Jingce Electronics (300567.SZ) reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong business performance and growth potential [1] Financial Performance - The company's operating revenue for the first three quarters reached 2.271 billion yuan, representing a year-on-year growth of 24.04% [1] - The net profit attributable to shareholders of the listed company was 100 million yuan, showing a year-on-year increase of 21.70% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 50.5138 million yuan, with a remarkable year-on-year growth of 7542.53% [1] - Basic earnings per share were reported at 0.36 yuan [1]

Group 1 - The company Jingce Electronics (SZ 300567) announced that as of the date of the announcement, all external guarantees are limited to those included in the company's consolidated financial statements, with the guarantee method being joint and several liability [1] - The total amount of actual external guarantees that the company and its subsidiaries have, which are still valid, is approximately 863 million yuan, accounting for 24.92% of the company's net assets as of December 31, 2024 [1] Group 2 - The A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation, with the technology sector leading the market transformation and a new "slow bull" market pattern emerging [1]

Summary of Jin Ce Electronics Conference Call Company Overview - **Company**: Jin Ce Electronics - **Industry**: Semiconductor and Display Equipment Key Financial Performance - **Revenue Growth**: - Q3 2025 revenue reached 8.8963 billion yuan, a year-on-year increase of 25.37% [3] - Revenue for the first three quarters of 2025 was 22.7071 billion yuan, up 20.04% year-on-year [2][3] - **Net Profit**: - Q3 2025 net profit was 72.4231 million yuan, a significant increase of 123.44% year-on-year [3] - Net profit for the first three quarters was 1.0808 billion yuan, up 21.70% year-on-year [2][3] - **Gross Margin Improvement**: - The main business gross margin increased significantly, contributing to the net profit growth [3] Segment Performance - **Semiconductor Segment**: - Q3 revenue was 2.6712 billion yuan, a 48.67% increase year-on-year, with a gross margin of 50.54% [2][3] - The segment turned profitable with a net profit of 21.03 million yuan [2][3] - **Display Segment**: - Q3 revenue was 5.6474 billion yuan, a 14.67% increase year-on-year, with a gross margin of 50.46% [2][3] - Net profit reached 121.47 million yuan [2][3] - **New Energy Segment**: - Revenue was 32.76 million yuan, a 14.49% increase year-on-year, but incurred a loss of 31.38 million yuan [3] Order Backlog - **Total Orders**: As of Q3 2025, total orders amounted to approximately 3.446 billion yuan [5] - Semiconductor orders: 1.791 billion yuan - Display orders: 1.241 billion yuan - New energy orders: 414 million yuan [5] Research and Development - **R&D Investment**: - Total R&D investment for the first three quarters was 520.19 million yuan, a 9.67% increase year-on-year [6] - Semiconductor R&D investment was 283.53 million yuan, up 31.57% year-on-year [6] - Display R&D investment decreased by 3.44% to 204.5 million yuan [6] - New energy R&D investment decreased by 31.68% to 32.14 million yuan [6] Strategic Developments - **Storage Testing Segment**: - Strategic adjustments have been made, focusing on DRAM, CP, and FT products, with plans to release mass production orders next year [4][11] - **Electronic Beam Equipment**: - The company maintains a leading position in defect review equipment and expects to retain high market share in the next three years [4][17] - **Display Business**: - Profit and orders exceeded expectations due to customer structure adjustments and internal optimization measures [9][10] Future Outlook - **Market Demand**: - Anticipated growth in market demand for both logic and storage sectors, with significant capital expenditure plans [29] - **New Product Development**: - Development of next-generation high-speed storage testing equipment is underway, with expected mass production orders in 2026 [11][12] - **Profitability Expectations**: - Confidence in continued gross margin improvement, with a target to maintain around 50% [23] Additional Insights - **Customer Base**: - Focus on domestic leading enterprises for new product introductions and validations [11][22] - **Technological Advancements**: - Ongoing development in dark field detection technology, with positive feedback from initial tests [13][28] This summary encapsulates the key points from the conference call, highlighting the financial performance, segment contributions, strategic initiatives, and future outlook of Jin Ce Electronics.

Financial Performance - In Q3 2025, the company achieved revenue of CNY 88,963.35 million, a year-on-year increase of 25.37% [3] - Net profit attributable to shareholders reached CNY 7,242.31 million, up 123.44% year-on-year [3] - For the first nine months of 2025, revenue totaled CNY 227,071.76 million, a 24.04% increase compared to the previous year [3] - Net profit for the same period was CNY 10,008.94 million, reflecting a year-on-year growth of 21.70% [3] Order Backlog - As of the third quarter of 2025, the total order backlog amounted to approximately CNY 34.46 billion [3] - Orders in the semiconductor sector accounted for about CNY 17.91 billion, while the display sector had orders of approximately CNY 12.41 billion, and the new energy sector had CNY 4.14 billion [3] R&D Investment - R&D expenditure in Q3 2025 was CNY 20,019.20 million, a 15.49% increase from the previous year [3] - R&D investment in the semiconductor detection field was CNY 11,702.80 million, up 43.38% year-on-year [3] - R&D spending in the display detection field was CNY 7,417.35 million, down 2.80% year-on-year [3] - Investment in the new energy sector was CNY 899.05 million, a decrease of 41.66% compared to the previous year [3] Semiconductor Sector Performance - Revenue from the semiconductor sector reached CNY 26,712.22 million, a 48.67% increase year-on-year [4] - The net profit from this sector was CNY 2,103 million [4] - The company is focusing on domestic leadership in semiconductor measurement and has increased investment in advanced process technologies (14nm and below) [4][6] Display Sector Insights - In Q3 2025, revenue from the display sector was CNY 56,474.58 million, reflecting a 14.67% increase year-on-year [5] - The net profit from the display sector was CNY 12,147 million [5] - The company is capitalizing on the growing demand for large-size and OLED displays [5] Strategic Developments - The company has acquired minority shares in its subsidiary, Wuhan Jinghong, to enhance management efficiency and competitiveness in the semiconductor testing field [7] - The company is optimistic about the continuous growth in the semiconductor sector, which is expected to be a core driver of future performance [6] Investor Relations - The company ensured transparent communication with investors, adhering to its information disclosure management policies [8]

Core Insights - The company reported a significant increase in revenue and net profit for Q3 2025, with revenue reaching 889 million yuan, a year-on-year growth of 25.37%, and a net profit of 72.42 million yuan, reflecting a 123.44% increase [1] - For the first three quarters, the company achieved a total revenue of 2.271 billion yuan, up 24.04% year-on-year, and a net profit of 100 million yuan, which is a 21.70% increase [1] - The growth in performance is primarily driven by the strong demand in the semiconductor business, with total orders amounting to 3.446 billion yuan, of which 1.791 billion yuan is from the semiconductor sector, accounting for over 51% of total orders [1] Business Segments - In the semiconductor sector, the company has successfully delivered advanced process defect detection equipment for 14nm technology and completed delivery and acceptance for key products in the 7nm process, indicating technological breakthroughs that support ongoing order growth [1] - The company is increasing its R&D investment and product development in advanced process areas, with core products such as film thickness series, OCD equipment, electron beam equipment, semiconductor silicon stress measurement equipment, and optical defect detection equipment being industry leaders in China [1] - As of the Q3 report date, the company has 1.241 billion yuan in orders in the display sector and 414 million yuan in the new energy sector [2]

格隆汇10月28日丨精测电子(300567.SZ)公布三季度报告，前三季营业收入22.7亿元，同比增长24.04%， 归属于上市公司股东的净利润1亿元，同比增长21.7%，归属于上市公司股东的扣除非经常性损益的净 利润5051万元，同比增长7,542.53%。 ...

Core Insights - The company reported a third-quarter revenue of 889 million yuan, representing a year-on-year growth of 25.37% [1] - The net profit for the third quarter was 72.42 million yuan, showing a significant year-on-year increase of 123.44% [1] - For the first three quarters of 2025, the total revenue reached 2.271 billion yuan, with a year-on-year growth of 24.04% [1] - The net profit for the first three quarters was 100 million yuan, reflecting a year-on-year increase of 21.7% [1] - The basic earnings per share stood at 0.36 yuan [1]

武汉精测电子集团股份有限公司 关于子公司与关联方签署委托开发协议暨关联交易的公告 公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 证券代码：300567 证券简称：精测电子 公告编号：2025-130 （三）董事会、监事会审批程序 公司于2025年10月28日召开第五届董事会第六次会议审议《关于子公司与关 联方签署委托开发协议暨关联交易的议案》。彭骞先生作为关联董事对此议案回 避表决，该议案以8票同意、0票反对、0票弃权、1票回避表决，表决通过。 公司于同日召开第五届监事会第五次会议，全体监事审议通过了《关于子公 司与关联方签署委托开发协议暨关联交易的议案》。 根据《公司章程》的规定，本议案在董事会审议权限范围内，无需提交股东 大会审议。本次关联交易不构成《上市公司重大资产重组管理办法》规定的重大 资产重组，亦不构成重组上市，无需经过有关部门批准。 二、关联方基本情况 1、基本情况 一、关联交易概述 （一）交易的基本情况 武汉精测电子集团股份有限公司（以下简称"公司"）控股子公司上海精积 微半导体技术有限公司（以下简称"上海精积微"）为加快有图形暗场缺陷检测 设 ...

证券代码：300567 证券简称：精测电子 公告编号：2025-128 武汉精测电子集团股份有限公司 关于暂时调整募投项目部分闲置场地用途的公告 经中国证券监督管理委员会出具《关于同意武汉精测电子集团股份有限公司 向不特定对象发行可转换公司债券注册的批复》（证监许可〔2023〕9号）同意 注册，公司向不特定对象发行可转换公司债券12,760,000张，每张面值为人民币 100元，募集资金总额为人民币1,276,000,000元，扣除与本次发行有关的费用合 计12,212,264.14元（不含税）后，实际募集资金净额为1,263,787,735.86元。 上述募集资金到位情况已经立信会计师事务所（特殊普通合伙）验证，并于2023 年3月8日出具信会师报字[2023]第ZE10032号《验证报告》。公司对募集资金采 取专户存储管理，并与保荐机构、募集资金专户所在银行签署了《募集资金三/ 四方监管协议》。 二、募集资金使用情况 根据《武汉精测电子集团股份有限公司创业板向不特定对象发行可转换公司 债券募集说明书》，公司向不特定对象发行可转换公司债券募集资金总额为 127,600.00万元，扣除发行费用（不含税）后的募 ...