Tun daga yammacin ranar 30 ga Oktoba, an fitar da rahotannin samun Q3 2025 na masu yin kwamitin. Gabaɗaya, an gauraye sakamakon, tare da cika aikin shekara a ƙarƙashin matsin lamba. Farashin kwamitin ya sake danko kadan a cikin 2025, amma har yanzu bukatar da ake bukata ba ta murmure sosai ba. Koyaya, bayan faduwa a cikin 2024, masana'antar nunin nunin duniya ta nuna farfadowar tsarin a cikin 2025, tare da manyan kamfanoni suna ganin ci gaba mai mahimmanci a cikin riba.
BOE: Riba Mai Rarraba Ga Masu Rarraba Ya Haura 39% a cikin Janairu-Satumba 2025
A ranar 30 ga Oktoba, BOE Technology Group Co., Ltd. (BOE A: 000725; BOE B: 200725) ta fitar da rahotonta na Q3 2025. A cikin rubu'i uku na farko, kamfanin ya samu kudin shiga na aiki da ya kai yuan biliyan 154.548, karuwar YoY da kashi 7.53%; Ribar da aka danganta ga masu hannun jarin kamfanonin da aka jera ta kai yuan biliyan 4.601, babban ci gaban YoY na kashi 39.03%. Daga cikin su, kudaden shiga na aiki na Q3 sun hada da yuan biliyan 53.270, karuwar YoY da kashi 5.81%; Ribar da aka danganta ga masu hannun jari ta kai yuan biliyan 1.355, karuwar YoY da kashi 32.07%. Jagoran ka'idar "Nth Curve", BOE ta ci gaba da zurfafa dabarun ci gaba na "Intanet na Nuni", inganta haɓakawa tsakanin kasuwancin gargajiya da sabbin yanayin muhalli, da samun haɓaka haɓakawa daga jagorancin fasaha zuwa jagoranci mai dorewa.
A matsayin jagoran nuni na duniya, BOE ya ci gaba da jagorancin jagorancinsa a filin nuni. Tun daga Q3 2025, BOE ta riƙe ƙarar jigilar kayayyaki na No.1 na duniya a cikin manyan wuraren aikace-aikacen da suka haɗa da wayoyin hannu, kwamfutar hannu, kwamfyutocin kwamfyutoci, na'urori, da TVs (data Omdia). Adhering ga girmamawa ga fasaha da kuma sadaukar da bidi'a, BOE cimma dual ci gaba a cikin fasaha da fasaha da kuma daidaitaccen jagoranci a cikin Q3 2025: UB Cell 4.0, wani sabon ƙarni na high-karshen LCD nuni fasahar mafita da kansa ɓullo da bisa BOE ta masana'antu-manyan ADS Pro fasaha, lashe "IFA 2025gent Global Technology Kare Technology Intel Goldno" magance gibin a cikin hoto ingancin grading da kimantawa na nuni kayayyakin karkashin hakikanin yanayi haske, BOE, tare da kasar Sin Electronic Video Industry Association da core masana'antu sarkar Enterprises, fito da Rukuni Standard for Image Quality Grading na Flat-Panel TVs karkashin yanayi Light, samar da bayyananne da kuma hadaddun aikin kimanta ma'auni don image ingancin grading. Dangane da ƙarfafa fasaha, dogara ga fasahar Oxide da fasaha na LTPO, BOE ta sami ci gaba mai mahimmanci a cikin IT da ƙananan nunin nuni, tare da nasarorin fasaha masu dacewa da nasara da aka yi amfani da su don ƙaddamar da sababbin samfurori na abokan tarayya kamar Lenovo, OPPO, da vivo.
Bugu da kari, a bikin cika shekaru uku na "Shirin karfafawa Dual-Jing" a watan Agusta, BOE da JD.com sun ba da sanarwar kara zurfafa hadin gwiwa. Tsayawa kan jigon "haɓaka tsakanin ɓangaren samar da fasaha da ɓangaren buƙatun mabukaci", ƙungiyoyin biyu sun sake fasalin sarkar darajar masana'antu ta hanyar nasarori uku: canjin fasaha na rufaffiyar, gina alamar wayar da kan jama'a, da haɓaka haɗin gwiwar muhalli. Sun kuma sauya tsarin "gaskiya na gaskiya guda uku" don manyan masu garkuwa da masana'antu don daidaita tsarin haɓaka don haɓaka masana'antar ci gaba a masana'antar nuna ɗorewa a duniya.
TCL Huaxing: Riba Ya Kai Yuan Biliyan 6.1 a cikin Janairu-Satumba, Girman YoY na 53.5%
A ranar 30 ga Oktoba, TCL Technology (000100.SZ) ta bayyana rahotonta na Q3 2025. A cikin rubu'i uku na farko, kamfanin ya samu kudin shiga na aiki na yuan biliyan 135.9, karuwar YoY da kashi 10.5%; ribar da aka danganta ga masu hannun jari ta kai yuan biliyan 3.05, karuwar YoY da kashi 99.8%; Yuan biliyan 33.84, wanda ya karu da kashi 53.8 cikin ɗari. Daga cikin su, ribar Q3 da masu hannun jari za su iya samu ta kai yuan biliyan 1.16, wanda ya kai kashi 33.6 cikin kwata kwata, inda ribar ke ci gaba da farfadowa, kuma aikin kudi yana inganta sosai.
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Ƙarfin haɓakar kasuwancin panel shine babban direban haɓakar ƙarfin aiki na TCL Technology. A cikin kashi uku na farko, TCL Huaxing ya tara kudaden shiga na aiki na yuan biliyan 78.01, karuwar YoY da kashi 17.5%; ribar da aka samu na yuan biliyan 6.1, karuwar YoY da kashi 53.5%; ribar da aka samu ga masu hannun jarin TCL Technology na yuan biliyan 3.9, karuwar YoY da kashi 41.9%.
Sanarwar ta nuna cewa kasuwancin kwamitin na kamfanin ya nuna kyakkyawan yanayin "ci gaba da ci gaba a cikin manyan bangarori, saurin ci gaba a kananan da matsakaita masu girma, da kuma cikakken fure a cikin filayen da ke tasowa". Musamman, a cikin babban fage, kason kasuwan kamfanin a talabijin da nunin kasuwanci ya karu zuwa kashi 25%, yana ci gaba da samun babban matakin samun riba a duniya. Kasuwancin kanana da matsakaita ya zama injin ci gaba na kamfani, yana samun ci gaba na tsari: a fagen IT, saka idanu tallace-tallace ya karu da 10% YoY, kuma tallace-tallacen kwamfyutocin kwamfyutoci sun karu da kashi 63%; a cikin filin tashar wayar hannu, jigilar kayan aikin wayar hannu ta LCD ya karu da 28% YoY, kasuwar panel panel ya tashi zuwa 13% (matsayi na biyu a duniya), yanki na nunin motoci ya karu da 47% YoY, kuma sana'ar nunin sana'a ta ci gaba da haɓaka cikin sauri, tare da haɓaka haɓakar haɓaka aiki tare.
Tianma Microelectronics (Shenzhen Tianma A): Riba Q3 Mai Rarraba Ga Masu Rarraba Takaru 539.23% YoY
A yammacin ranar 30 ga Oktoba, Tianma Microelectronics Co., Ltd. ya fitar da rahotonsa na Q3 2025. Yanayin aikin kamfanin gaba daya yana da inganci, tare da kudaden shiga na aiki da ribar da ake dangantawa ga masu hannun jari na kamfanonin da aka jera suna samun ci gaban YoY, da kuma ci gaba da aiki a hankali. Rahoton ya nuna cewa, a cikin Q3 na shekarar 2025, kamfanin ya samu kudin shiga na aiki da ya kai yuan biliyan 9.188, wanda ya kai kashi 13.19% na YoY; Ribar da aka samu ga masu hannun jarin kamfanonin da aka lissafa ta kai yuan miliyan 107, wanda ya karu da yuan miliyan 90,448,205.43 idan aka kwatanta da na shekarar da ta gabata, inda ma'aunin riba ya karu sosai.
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A cikin rubu'i uku na farko, kudaden shigar da kamfanin ya tara ya kai yuan biliyan 26.663, karuwar YoY da kaso 11.03%, inda ma'aunin kasuwancin ke karuwa akai-akai; Ribar da aka samu ga masu hannun jarin kamfanonin da aka jera sun kai yuan miliyan 313, wanda ya karu da yuan miliyan 786 idan aka kwatanta da na shekarar da ta gabata, inda aka samu gagarumin sauyi daga asara zuwa riba; Ribar da aka samu bayan cire riba da asarar da ba a kai ba, ya kai yuan miliyan 302, wanda kuma ya karu da yuan biliyan 1.009 idan aka kwatanta da na shekarar da ta gabata, inda babban hasarar kasuwanci ta kara raguwa.
Dangane da batun tsabar kudi da matsayin kadara, yawan kudaden da aka samu daga ayyukan gudanar da ayyuka daga farkon shekara zuwa karshen wannan lokaci ya kai yuan biliyan 6.462, adadin da ya karu da kashi 43.58 cikin 100 na YoY, tare da isar da kudaden shiga ya inganta sosai, musamman saboda ci gaban da aka samu na YoY da aka samu da kuma inganta tarin harkokin kasuwanci.
Tun daga farkon wannan shekara, sassan kasuwancin kamfanin sun nuna haɓakar haɓaka mai ƙarfi, wanda ke haifar da ci gaba mai girma na ma'aunin kuɗin shiga na kamfanin da gagarumin ci gaba a cikin riba. Daga cikin su, kasuwancin da ba masu amfani ba kamar na motoci da ƙwararrun ƙwararru sun nuna haɓakar ci gaba mai kyau, suna ci gaba da fadada jagorancin su; ingantaccen aiki na manyan kasuwancin kamar wayoyin hannu na OLED masu sassauƙa sun inganta sosai; Bugu da kari, ribar kasuwanci kamar nunin IT da lafiyar wasanni shima yana ci gaba da bunkasa.
Rukunin Bakan gizo: Asarar Yuan Miliyan 72.2913 a Q3
A ranar 30 ga Oktoba, Ƙungiyar Rainbow ta fitar da rahotonta na Q3. A cikin Q3, kamfanin ya samu kudaden shiga na aiki na yuan biliyan 2.975, karuwar YoY da kashi 1.51%; asarar da aka samu ga masu hannun jarin kamfanonin da aka lissafa sun kai yuan miliyan 72.2913, raguwar YoY da kashi 123.08%.
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A cikin rubu'i uku na farko, kamfanin ya samu kudin shiga na aiki da ya kai yuan biliyan 8.639, raguwar YoY da kashi 4.04%; ribar da aka samu ga masu hannun jarin kamfanonin da aka lissafa ta kai yuan miliyan 379, raguwar YoY da kashi 69.14%.
Fasahar Huaxing Optoelectronics: Asarar gidan yanar gizo ta Q3 da ake dangantawa ga masu hannun jari na Yuan miliyan 245
A yammacin ranar 20 ga watan Oktoba, fasahar fasaha ta Huaxing Optoelectronics ta sanar da cewa, a cikin Q3 2025, ta samu kudaden shiga na aiki na yuan miliyan 318, raguwar YoY da kashi 29.54%; asarar da aka samu ga masu hannun jarin kamfanonin da aka lissafa sun kai yuan miliyan 245; Abubuwan da aka bayar na EPS a kowane hannun jari shine 0.0886 yuan.
A cikin rubu'i uku na farko, kudaden shiga na aiki ya kai yuan biliyan 1.039, raguwar YoY da kashi 21.03%; asarar da aka samu ga masu hannun jarin kamfanonin da aka lissafa sun kai yuan miliyan 722; Rahoton da aka ƙayyade na EPS shine 0.2609 Yuan.
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Visionox: Haɓakar Haraji a Jan-Sept
A ranar 30 ga Oktoba, Visionox (002387) ta sanar da rahotonta na Q3 2025. Kudaden da kamfanin ya samu na aiki ya kai yuan biliyan 6.05, karuwar YoY da kashi 3.5%; ribar da aka danganta ga masu hannun jari ta koma daga asarar yuan biliyan 1.8 a daidai wannan lokacin a bara zuwa asarar yuan biliyan 1.62, tare da raguwar asarar; ribar da ake dangantawa ga masu hannun jari bayan an cire riba da asarar da ba ta kai ba, ta juye daga asarar yuan biliyan 1.97 a daidai wannan lokacin a bara zuwa asarar yuan biliyan 1.7, tare da raguwar asarar; Yuan biliyan 2.41 na kuɗaɗen kuɗi daga ayyukan gudanarwa, haɓakar YoY da kashi 311.1%; Rahoton da aka ƙayyade na EPS shine 1.162 Yuan.
Daga cikin su, a cikin Q3, kudaden shiga na aiki sun hada da yuan biliyan 1.93, karuwar YoY da kashi 0.8%; ribar da aka danganta ga masu hannun jari ta juya daga asarar yuan miliyan 620 a daidai wannan lokacin a bara zuwa asarar yuan miliyan 561, tare da raguwar asarar; ribar da ake dangantawa ga masu hannun jari bayan an cire riba da asarar da ba ta kai ba, ta juye daga asarar yuan miliyan 656 a daidai wannan lokacin a bara zuwa asarar yuan miliyan 579, tare da raguwar asarar; EPS ya kasance 0.4017 Yuan.
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Longteng Optoelectronics: Asarar Kusan Yuan Miliyan 180 a cikin Janairu-Satumba
A yammacin Oktoba 29, Longteng Optoelectronics (SH 688055) ya fitar da sanarwar aikin Q3. A cikin kashi uku na farkon shekarar 2025, kudaden shiga ya kai kusan yuan biliyan 1.903, raguwar YoY da kashi 27.85%; asarar da aka samu ga masu hannun jarin kamfanonin da aka jera sun kai yuan miliyan 180; ya kai 0.054 Yuro.
Kudaden shiga Q3 ya kai yuan miliyan 614, raguwar YoY da kashi 27.72%; Adadin kudin ya kai yuan miliyan 58.6941.
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Everdisplay Optronics: Asarar gidan yanar gizon Q3 na Yuan miliyan 530
A yammacin Oktoba 30, Everdisplay Optronics (SH 688538) ya fitar da sanarwar aikin Q3. A cikin kashi uku na farko na shekarar 2025, kudaden shiga ya kai kusan yuan biliyan 4.002, karuwar YoY da kashi 8.25%; asarar da aka samu ga masu hannun jarin kamfanonin da aka lissafa sun kai kusan yuan biliyan 1.37; Canjin ya kasance 0.1 Yuan.
Daga cikin su, a cikin Q3, kudaden shiga na aiki sun hada da yuan biliyan 1.332, karuwar YoY da kashi 2.25%; ribar da aka samu ga masu hannun jarin kamfanonin da aka jera ta kai yuan miliyan 530; ribar da aka samu ga masu hannun jarin kamfanonin da aka jera bayan an cire riba da asarar da ba a maimaita ba - yuan miliyan 540.
Haƙiƙa Hannun Hannu na Ƙasashen Duniya: Tarin Ƙarfafa Juyin Juya Saukar da 5.2% a cikin Janairu-Satumba
A ranar 10 ga Oktoba, Truly International Holdings (00732.HK) ta ba da sanarwar cewa yawan kuɗin da ƙungiyar ta samu a cikin watan Satumbar 2025 da ba a tantance ba ya kai kusan dalar Amurka biliyan 1.513, raguwar kusan kashi 2.8% idan aka kwatanta da kuɗin da ba a tantance ba na kusan dalar Amurka biliyan 1.557 a watan Satumban 2024.
Jimlar yawan kuɗin da ƙungiyar ta yi ba tare da tantancewa ba na tsawon watanni tara ya ƙare a ranar 30 ga Satumba, 2025, ya kai kusan dalar Amurka biliyan 12.524, raguwar kusan 5.2% idan aka kwatanta da jimlar jimlar kuɗin dalar Amurka biliyan 13.205 na watanni tara ya ƙare Satumba 30, 2024.
AU Optronics: Q3 Net asarar dala biliyan NT $1.28
A ranar 30 ga Oktoba, AU Optronics ta gudanar da taron masu saka hannun jari don sanar da haɗin gwiwar bayanan kuɗi na Q3 2025. Jimillar haɗakarwa a cikin Q3 2025 ya kasance NT dalar Amurka biliyan 69.91, haɓakar 1.0% idan aka kwatanta da Q2 2025 da raguwar 10.1% na hasarar kamfanin a cikin Q3 202. 2025 ya kasance NT dala biliyan 1.28, tare da asarar asali a kowane kaso na NT $0.17.
Idan aka waiwayi Q3, gaba dayan kudaden shiga na kamfanin ya karu da 1% QoQ. Daga cikin su, kudaden shiga na Fasahar Nuni ya yi ƙasa da ƙasa idan aka kwatanta da kwata na baya saboda ƙimar dalar Amurka ta New Taiwan (NTD) da kuma raguwar farashin rukunin, wanda hakan ya sa tasirin lokacin kololuwa a wannan shekara bai fito fili ba fiye da na shekarun baya. Kuɗin shiga Motsi Solutions ya ragu da kusan kashi 3% wanda ƙimar NTD ya fi shafa. Kudaden shiga na Vertical Solutions ya karu sosai da kashi 20% na QoQ a wannan kwata saboda hadewar Adlink Technology Inc. Dangane da ribar riba, kwata ya koma asara saboda illar tasirin canjin kudaden musaya da farashin panel, amma yawan ribar da aka samu ga iyayen kamfanin a kashi uku na farko shine NT $4 biliyan, tare da EPS na NT $0.52 da babban hasara idan aka kwatanta da kashi uku cikin kwata. Kwanakin kaya sun kasance kwanaki 52, kuma rabon bashi na net ya kasance 39.1%, tare da ɗan canji kaɗan daga kwata na baya, duka suna ci gaba a matakan lafiya.
Sa ido ga Q4, kasuwar da ke da alaƙa da nuni ta shiga cikin lokaci-lokaci, tare da buƙatar shirye-shiryen kayan aiki yana raguwa kuma yawancin masu canji a cikin tattalin arzikin gabaɗaya. Koyaya, motsi mai hankali da Green Solutions suna haɓaka akai-akai daidai da buƙatar abokin ciniki. Ƙungiyar kamfanin za ta ci gaba da sa ido kan sauye-sauyen kasuwa, haɓaka haɗe-haɗe na samfur, sarrafa ƙima mai ƙarfi, ƙarfafa farashi da sarrafa kashe kuɗi, da kuma tsara samfuran da aka ƙara ƙimar da rayayye don haɓaka riba da ikon amsa canjin kasuwa.
Innolux: Haɗin Harajin Q3 yana ƙaruwa 4.2% YoY
A ranar 11 ga Oktoba, Innolux ta sanar da rahotonta na kudi na Satumba na wannan shekara. Haɓakar kudaden shiga a watan Satumba ya kai dalar Amurka biliyan NT $19.861, karuwar kashi 6.3% a kowane wata (MoM) da kashi 2.7% na YoY, wanda ya kai wani sabon matsayi a cikin kudaden shiga na wata guda a cikin watanni 24 da suka gabata.
Haɗin kuɗin shiga a cikin Q3 na wannan shekara shine dalar Amurka biliyan NT $57.818, haɓaka na 2.8% QoQ da 4.2% YoY. Haɗin kuɗin shigar da aka tara a cikin rubu'i uku na farkon wannan shekara shine NT dalar Amurka biliyan 169.982, karuwar YoY da kashi 4.4%. (Lura: Za a gudanar da taron masu saka hannun jari na Innolux a ranar 7 ga Nuwamba, lokacin da za a sanar da ƙarin takamaiman bayanan kudaden shiga.)
LGD: Ribar Aiki na Q3 na Biliyan 431, Juya daga Asara zuwa Riba
A ranar 30 ga Oktoba, LG Display (LGD) ya ba da sanarwar cewa, bisa ƙaƙƙarfan tsarin, kuɗin da ya samu a cikin Q3 2025 ya ci tiriliyan 6.957, tare da ribar aiki da ya samu biliyan 431, ƙaruwar YoY da kashi 2%, cikin nasara ya juya daga asara zuwa riba.
Ya zuwa Q3 na wannan shekarar, yawan ribar aiki da aka samu ya kai biliyan 348.5, kuma ana sa ran samun ribar farko ta shekara a cikin shekaru hudu. Adadin kudaden shigar da aka samu ya kai tiriliyan 18.6092, raguwar kashi 1% idan aka kwatanta da na shekarar da ta gabata sakamakon katse kasuwancin LCD TV. Koyaya, aikin tarawa na aiki ya inganta da kusan tiriliyan 1.
LGD ya bayyana cewa haɓakar kudaden shiga a cikin Q3 ya fi jan hankali ta hanyar fadada jigilar kayayyaki na OLED, wanda ya karu da 25% idan aka kwatanta da kwata na baya. Adadin samfuran OLED a cikin kuɗin shiga gabaɗaya ya kai matsayi mai girma na 65%, wanda ƙaddamar da sabbin ƙananan bangarori na OLED masu girma da matsakaici ban da kololuwar yanayi.
Dangane da girman tallace-tallace ta nau'in samfur (dangane da kudaden shiga), fa'idodin TV sun ƙididdige kashi 16%, fa'idodin IT (ciki har da masu saka idanu, kwamfyutocin kwamfyutoci, kwamfutar hannu, da sauransu) sun kai 37%, bangarorin wayar hannu da sauran samfuran sun kai 39%, kuma bangarorin kera motoci sun kai 8%.
Nunin Samsung: Ribar Aiki na Q3 na Riba Tiriliyan 1.2
A ranar 29 ga Oktoba, Samsung Electronics ya sanar da sakamakonsa na kudi na Q3 na tsawon lokacin da ya ƙare Satumba 30, 2025. Rahoton kudi ya nuna cewa Samsung Electronics' Q3 kudaden shiga ya lashe 86 tiriliyan (kimanin dalar Amurka biliyan 60.4), karuwar 8.8% idan aka kwatanta da 79 tiriliyan da aka samu a daidai wannan lokacin a bara; Ribar da aka danganta ga masu hannun jarin iyayen kamfanin Samsung ya samu nasarar dala tiriliyan 12 (kimanin dalar Amurka biliyan 8.4), karuwar da kashi 22.75% idan aka kwatanta da tiriliyan 9.78 da aka samu a daidai wannan lokacin a bara.
Daga cikin su, Samsung Display (SDC) ya sami nasarar tattara kudaden shiga na tiriliyan 8.1 (kimanin yuan biliyan 40.4) da ribar aiki da ya samu na tiriliyan 1.2 (kimanin yuan biliyan 6) a Q3.
SDC ta bayyana cewa a cikin ƙananan nuni da matsakaici, aikin ya inganta saboda tsananin buƙatar wayoyin hannu da kuma amsa mai kyau ga sabon buƙatar samfur daga manyan abokan ciniki. A cikin manyan nunin nuni, tallace-tallace ya ƙaru saboda faɗaɗa buƙatun masu saka idanu na caca. Ana sa ran a cikin Q4 2025, bukatar sabbin wayoyin hannu za ta ci gaba, kuma ana sa ran tallace-tallacen kayayyakin nunin wayar da ba na wayo ba zai karu.
Lokacin aikawa: Nuwamba-04-2025