Group 1 - The satellite internet index experienced a significant increase, with the satellite industry ETF (159218) rising by 2.03% as of 13:31 on August 25 [1] - Key component stocks such as Changjiang Communication, Xinke Mobile-U, China Satellite, Tianyin Electromechanical, and Su Shi Testing showed notable gains [1] - Trading activity intensified, with a turnover rate of 28.03% and a transaction volume exceeding 21 million [1] Group 2 - Relevant authorities are expected to issue satellite internet licenses soon, marking a significant step towards commercial operations in China's satellite internet sector [1] - A senior technical expert in the satellite internet field indicated that the issuance of licenses signifies the beginning of commercial operations in this area [1]

Core Viewpoint - The satellite navigation sector has experienced a rapid surge, with companies like Changjiang Communication (600345) hitting the daily limit up, and Tianyin Electromechanical (300342) rising over 10% due to the upcoming issuance of satellite internet licenses by relevant authorities [1] Company Performance - Changjiang Communication (600345) reached the daily limit up [1] - Tianyin Electromechanical (300342) increased by more than 10% [1] - Other companies such as Huali Chuangtong (300045), Zhenlei Technology, and Shanghai Hanxun (300762) also saw significant gains [1] Industry Developments - Relevant departments are expected to issue satellite internet licenses soon, which is driving the growth in the satellite navigation sector [1]

10月16日晚间，长江通信发布公告称，公司资产重组事项获得上交所并购重组审核委员会审核通过。 据长江通信重组预案显示，公司拟以11.07亿元购买电信科学技术第一研究所有限公司、青岛宏坤元贾 投资管理中心(有限合伙)、宁波爱鑫投资合伙企业(有限合伙)等多家企业合计持有的迪爱斯信息技术股 份有限公司100%的股权。 同时，为提高重组后新注入资产的绩效，满足公司未来的资金需求，长江通信拟向中国信息通信科技集 团有限公司（下称"中国信科集团"）锁价发行股份募集配套资金6.50亿元，用于智慧应急指挥产品升级 及产业化项目、营销网络建设项目、下一代智慧应急数字化转型关键技术研究项目、补充流动资金、中 介机构费用。 根据最新公告，上述事项获得上交所并购重组审核委员会通过。 资料显示，迪爱斯主要从事公安、应急及城运行业通信和指挥领域的自主产品开发及销售、系统集成和 运维与技术服务，其中公安、应急行业通信和指挥领域的自主产品对迪爱斯的收入贡献较高，是其核心 产品。 长江通信表示，本次交易完成后，迪爱斯将成为上市公司的子公司，上市公司将在管理体制、战略规 划、业务体系、企业文化等方面对迪爱斯进行整合，纳入上市公司合并报表范围。 ...

● 根据参股公司最新的财务数据，经武汉长江通信产业集团股份有限公司（以下简称"公司"）财务部门 再次测算，由于按权益法核算确认的投资收益较前次预计数有所下降，预计2025年半年度实现归属于母 公司所有者的净利润为-608万元到-406万元，与上年同期（法定披露数据）相比，将减少3,079万元到 2,877万元，同比减少124.61%到116.43%。 ● 预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为-3,445万元到-3,042万 元，与上年同期（法定披露数据）相比，将减少1,639万元到1,236万元，同比减少90.75%到68.44%。 一、 本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）前次业绩预告情况 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、准确性和完整性承担法律责任。 重要内容提示： ● 本业绩预告更正的具体适用情形：先预盈，实际亏损。 2、2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为-3,445万元到-3,042万元，与 上年同期（法定披露数据）相 ...

股票代码：600345 股票简称：长江通信 公告编号：2025-025 武汉长江通信产业集团股份有限公司 2025年半年度业绩预减公告更正公告 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、准确性和完整性承担法律责任。 重要内容提示： ● 本业绩预告更正的具体适用情形：先预盈，实际亏损。 ● 根据参股公司最新的财务数据，经武汉长江通信产业集团股份有限公司（以下简称"公司"）财务部门 再次测算，由于按权益法核算确认的投资收益较前次预计数有所下降，预计2025年半年度实现归属于母 公司所有者的净利润为-608万元到-406万元，与上年同期（法定披露数据）相比，将减少3,079万元到 2,877万元，同比减少124.61%到116.43%。 ● 预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润为-3,445万元到-3,042万 元，与上年同期（法定披露数据）相比，将减少1,639万元到1,236万元，同比减少90.75%到68.44%。 （三）更正后的业绩预告情况 一、 本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6 ...

? 预计 2025 年半年度实现归属于母公司所有者的扣除非经常 性损益的净利润为-3,445 万元到-3,042 万元，与上年同期（法定披 露数据）相比，将减少 1,639 万元到 1,236 万元，同比减少 90.75% 到 68.44%。 一、 本期业绩预告情况 （一）业绩预告期间 股票代码：600345 股票简称：长江通信 公告编号：2025-025 武汉长江通信产业集团股份有限公司 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、准确性和完整性承担法律责任。 重要内容提示： ? 本业绩预告更正的具体适用情形：先预盈，实际亏损。 ? 根据参股公司最新的财务数据，经武汉长江通信产业集团股 份有限公司（以下简称"公司"）财务部门再次测算，由于按权益法 核算确认的投资收益较前次预计数有所下降，预计 2025 年半年度实 现归属于母公司所有者的净利润为-608 万元到-406 万元，与上年同 期（法定披露数据）相比，将减少 3,079 万元到 2,877 万元，同比减 少 124.61%到 116.43%。 （二）前次业绩预告情况 公司于 2025 年 7 ...

Core Viewpoint - Changjiang Communication (600345.SH) has revised its half-year performance forecast, indicating a significant decline in net profit due to lower-than-expected investment income from its equity method accounting [1] Financial Performance Summary - The company expects a net profit attributable to shareholders of the parent company for the first half of 2025 to be between -6.08 million and -4.06 million yuan, representing a decrease of 30.79 million to 28.77 million yuan compared to the same period last year, which is a year-on-year decline of 124.61% to 116.43% [1] - The anticipated net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is projected to be between -34.45 million and -30.42 million yuan, reflecting a decrease of 16.39 million to 12.36 million yuan compared to the same period last year, which corresponds to a year-on-year decline of 90.75% to 68.44% [1] Reasons for Performance Change - The discrepancy in the performance forecast is attributed to a reduction in investment income recognized under the equity method from associated companies, with the latest financial data indicating a decrease of 13.20 million yuan compared to previous estimates [1]

股票代码：600345 股票简称：长江通信 公告编号：2025-025 武汉长江通信产业集团股份有限公司 2025 年半年度业绩预减公告更正公告 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、准确性和完整性承担法律责任。 重要内容提示： 本业绩预告更正的具体适用情形：先预盈，实际亏损。 根据参股公司最新的财务数据，经武汉长江通信产业集团股 份有限公司（以下简称"公司"）财务部门再次测算，由于按权益法 核算确认的投资收益较前次预计数有所下降，预计 2025 年半年度实 现归属于母公司所有者的净利润为-608 万元到-406 万元，与上年同 期（法定披露数据）相比，将减少 3,079 万元到 2,877 万元，同比减 少 124.61%到 116.43%。 预计 2025 年半年度实现归属于母公司所有者的扣除非经常 性损益的净利润为-3,445 万元到-3,042 万元，与上年同期（法定披 露数据）相比，将减少 1,639 万元到 1,236 万元，同比减少 90.75% 到 68.44%。 一、 本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 ...

Group 1 - The satellite navigation sector is experiencing significant activity due to an accelerated satellite launch schedule, with companies like China Satellite and China Satcom seeing notable stock movements [1][2] - The upcoming launch of the "Jili Constellation 04 Group" consisting of 11 satellites aims to provide high-precision positioning and satellite communication support for brands under Geely [2][3] - The GW constellation has increased its launch frequency, with intervals reduced to 3-5 days, indicating a rapid network deployment phase for China's satellite internet [2][4] Group 2 - The total market capitalization of the satellite navigation sector has reached 2.32 trillion yuan, reflecting strong investor interest [3] - Several companies, including Shuo Bei De and Jia Yuan Technology, have seen significant stock price increases, with some hitting the daily limit [3] - The construction and operation of the "Qianfan Constellation" is expected to accelerate, with plans for multiple rocket launches to support its development [3][5] Group 3 - Companies are increasing investments in satellite internet infrastructure, with Guangdian Jiliang planning to invest 344 million yuan in a quality assurance platform [5] - Zhenyou Technology is set to invest 709 million yuan in satellite internet communication product development, focusing on core network systems and satellite terminals [6] - The development of satellite internet technology is expected to create substantial demand, with projections indicating the global space economy could exceed one trillion dollars by 2040 [7]

Core Viewpoint - The company anticipates a significant decline in net profit for the first half of 2025, projecting a decrease of 66.21% to 77.46% compared to the same period last year [1][2]. Performance Forecast - The company estimates that the net profit attributable to the owners of the parent company for the first half of 2025 will be between 5.57 million and 8.35 million yuan, a decrease of 1.914 million to 1.636 million yuan from the previous year [2]. - The projected net profit attributable to the owners of the parent company, excluding non-recurring gains and losses, is expected to be between -24.70 million and -19.92 million yuan, reflecting a reduction of 664 thousand to 186 thousand yuan year-on-year [2]. Previous Year Performance - In the same period last year, the net profit attributable to the owners of the parent company was 24.71 million yuan, and the net profit excluding non-recurring gains and losses was -18.06 million yuan [4]. Reasons for Performance Decline - The primary reasons for the anticipated decrease in net profit include increased R&D expenditures and higher provisions for bad debts, which have significantly impacted the company's profitability [5].