公募基金方面本期较上一季度持股减少的公募基金共计1个，即睿远成长价值混合A，持股减少占比小 幅下跌。本期较上一季未再披露的公募基金共计432个，主要包括南方中证1000ETF、信澳新能源产业 股票A、华夏中证1000ETF、东方红睿丰混合、东方红启元三年持有混合A等。 2025年10月24日，移远通信(603236.SH)发布2025年第三季报。截至2025年10月23日，共有4个机构投资 者披露持有移远通信A股股份，合计持股量达4133.70万股，占移远通信总股本的15.80%。其中，机构 投资者包括香港中央结算有限公司、宁波移远投资合伙企业(有限合伙)、上海行知创业投资有限公司、 招商银行股份有限公司-睿远成长价值混合型证券投资基金，机构投资者合计持股比例达15.80%。相较 于上一季度，机构持股比例合计下跌了2.47个百分点。 ...

宏观热点 "十五五"主要目标来了 "十五五"时期经济社会发展的主要目标：高质量发展取得显著成效，科技自立自强水平大幅提高，进一 步全面深化改革取得新突破，社会文明程度明显提升，人民生活品质不断提高，美丽中国建设取得新的 重大进展，国家安全屏障更加巩固。 在此基础上再奋斗五年，到二〇三五年实现我国经济实力、科技实力、国防实力、综合国力和国际影响 力大幅跃升，人均国内生产总值达到中等发达国家水平，人民生活更加幸福美好，基本实现社会主义现 代化。 商务部新闻发言人就中美经贸磋商有关问题答记者问 商务部发言人10月23日回答记者提问时表示，经中美双方商定，中共中央政治局委员、国务院副总理何 立峰将于10月24日至27日率团赴马来西亚与美方举行经贸磋商。双方将按照今年以来两国元首历次通话 重要共识，就中美经贸关系中的重要问题进行磋商。 商务部回应欧盟制裁 10月23日，欧盟宣布在第19轮对俄制裁中列单中国企业，并首次制裁中国大型炼油厂和石油贸易商，商 务部新闻发言人回应称，欧盟不顾中方多次交涉和劝阻，一意孤行，在第19轮对俄制裁中再次列单中国 企业，并首次制裁中国大型炼油厂和石油贸易商。中方对此强烈不满、坚决反对。中方 ...

（文章来源：证券日报） 证券日报网讯 10月23日晚间，移远通信发布2025年第三季度报告称，2025年第三季度公司实现营业收 入6，330，305，376.66元，同比增长26.68%；归属于上市公司股东的净利润为262，326，033.07元， 同比增长78.11%。 ...

Group 1 - High-speed Electric achieved a revenue of 810 million yuan, a year-on-year increase of 30.33%, and a net profit of 36.33 million yuan, up 54.32% year-on-year for the first three quarters [1] - Huaguang Bio reported a revenue of 868 million yuan, a year-on-year increase of 17.98%, and a net profit of 16.33 million yuan, up 146.55% year-on-year for the first three quarters [2] - North Navigation turned a profit with a net profit of 125 million yuan for the first three quarters, compared to a loss in the previous year, with a revenue of 2.468 billion yuan, up 210.01% year-on-year [3] Group 2 - Wukuang New Energy reported a revenue of 5.054 billion yuan, a year-on-year increase of 33.96%, but a net loss of 20.1 million yuan for the first three quarters [4] - Century Rui Er achieved a revenue of 5.110 billion yuan, a year-on-year increase of 5.21%, and a net profit of 41.64 million yuan, up 27.23% year-on-year for the first three quarters [5] - Jiejie Micro reported a revenue of 2.502 billion yuan, a year-on-year increase of 24.70%, and a net profit of 34.7 million yuan, up 4.30% year-on-year for the first three quarters [6] Group 3 - Zhejiang Huaye achieved a revenue of 739 million yuan, a year-on-year increase of 11.08%, and a net profit of 181 million yuan, up 143.68% year-on-year for the first three quarters [7] - Lege Co. reported a revenue of 4.846 billion yuan, a year-on-year increase of 21.92%, but a net profit of 16.9 million yuan, down 36.33% year-on-year for the first three quarters [8] - Huichuan Technology achieved a revenue of 31.663 billion yuan, a year-on-year increase of 24.67%, and a net profit of 4.254 billion yuan, up 26.84% year-on-year for the first three quarters [9] Group 4 - Jieya Co. reported a revenue of 565 million yuan, a year-on-year increase of 38.44%, and a net profit of 67.9 million yuan, up 95.78% year-on-year for the first three quarters [10] - Hengtian Hailong reported a revenue of 829 million yuan, a year-on-year increase of 0.89%, but a net profit of 274,780 yuan, down 93% year-on-year for the first three quarters [11] - Baolidi achieved a revenue of 1.058 billion yuan, a year-on-year increase of 4.57%, and a net profit of 106 million yuan, up 31.25% year-on-year for the first three quarters [12] Group 5 - Feitian Chengxin reported a revenue of 520 million yuan, a year-on-year increase of 3.10%, and a net profit of 10.38 million yuan, up 146.05% year-on-year for the first three quarters [13] - Xiangqiang Co. reported a revenue of 1.237 billion yuan, a year-on-year increase of 9.19%, but a net profit of 171 million yuan, down 5.90% year-on-year for the first three quarters [14] - Guangzheng Eye Care reported a revenue of 663 million yuan, a year-on-year decrease of 5.05%, but a net profit of 17,340 yuan, turning from loss to profit for the first three quarters [15] Group 6 - Sand Technology achieved a revenue of 430 million yuan, a year-on-year increase of 26.94%, and a net profit of 115 million yuan, up 47.52% year-on-year for the first three quarters [16] - Tianhao Energy reported a revenue of 1.941 billion yuan, a year-on-year decrease of 36.05%, and a net profit of 95.74 million yuan, down 27.25% year-on-year for the first three quarters [17] - Yiyuan Communication achieved a revenue of 17.877 billion yuan, a year-on-year increase of 34.96%, and a net profit of 733 million yuan, up 105.65% year-on-year for the first three quarters [18] Group 7 - Zhenhai Co. reported a revenue of 295 million yuan, a year-on-year decrease of 9.96%, and a net profit of 51.69 million yuan, down 8% year-on-year for the first three quarters [19] - Xinda Securities received approval to issue up to 10 billion yuan in corporate bonds for technology innovation [20] - Jingong Steel Structure signed a contract worth 1.23 billion yuan for an overseas project [21] Group 8 - Chuanfa Longmang plans to invest 366 million yuan in a lithium dihydrogen phosphate project [22] - Ningbo Energy plans to invest 58.5 million yuan to establish a joint venture [23] - China Unicom plans to spin off its subsidiary for listing on the Growth Enterprise Market [24] Group 9 - China Unicom reported a revenue of 292.985 billion yuan, a year-on-year increase of 1%, and a net profit of 8.772 billion yuan, up 5.2% year-on-year for the first three quarters [25] - Haigang Co. announced a plan to reduce its shareholding by 0.9965% [26] - Jintongling's subsidiary is facing bankruptcy liquidation [27] Group 10 - Lanshi Heavy Industry plans to transfer 51.02% of its environmental company shares for 14.39 million yuan [28] - Lanshi Heavy Industry's shareholder plans to reduce its stake by 1% [29] - Dongtian Micro reported a revenue of 637 million yuan, a year-on-year increase of 53.91%, and a net profit of 80.03 million yuan, up 99.20% year-on-year for the first three quarters [30] Group 11 - Siling Co. reported a revenue of 581 million yuan, a year-on-year increase of 4.38%, and a net profit of 14 million yuan, up 2.17% year-on-year for the first three quarters [31] - Hanrui Cobalt achieved a revenue of 4.871 billion yuan, a year-on-year increase of 16.49%, and a net profit of 238 million yuan, up 42.57% year-on-year for the first three quarters [32] - Ganfeng Lithium's vice president plans to reduce his stake by 40,000 shares [33] Group 12 - Kaile Co. plans to acquire at least 50% of Kesheng Machinery [34] - Huace Navigation achieved a revenue of 2.618 billion yuan, a year-on-year increase of 15.47%, and a net profit of 493 million yuan, up 26.41% year-on-year for the first three quarters [35] - Jingbeifang reported a revenue of 3.613 billion yuan, a year-on-year increase of 5.14%, and a net profit of 243 million yuan, up 7.94% year-on-year for the first three quarters [36] Group 13 - Weiergao achieved a revenue of 1.122 billion yuan, a year-on-year increase of 51.93%, and a net profit of 69.79 million yuan, up 48.11% year-on-year for the first three quarters [37] - Hanyi Co. reported a revenue of 139 million yuan, a year-on-year increase of 1.10%, and a net profit of 904,470 yuan, up 78.52% year-on-year for the first three quarters [38] - Boya Precision achieved a revenue of 387 million yuan, a year-on-year increase of 47.27%, and a net profit of 66.11 million yuan, up 82.87% year-on-year for the first three quarters [39] Group 14 - Qianfang Technology achieved a revenue of 5.256 billion yuan, a year-on-year decrease of 2.82%, and a net profit of 189 million yuan, up 1098.97% year-on-year for the first three quarters [40] - Binhua Co. submitted an application for H-share listing [41] - Chengde Lulu reported a revenue of 1.956 billion yuan, a year-on-year decrease of 9.42%, and a net profit of 384 million yuan, down 8.47% year-on-year for the first three quarters [42] Group 15 - Beifang Changlong reported a revenue of 122 million yuan, a year-on-year increase of 159.21%, but a net profit of 11.29 million yuan, turning from profit to loss for the first three quarters [43]

格隆汇10月23日丨移远通信(603236.SH)公布，公司前三季度实现营业收入178.77亿元，同比增长 34.96%；归属于上市公司股东的净利润7.33亿元，同比增长105.65%；归属于上市公司股东的扣除非经 常性损益的净利润6.94亿元，同比增长113.27%；基本每股收益2.80元。 ...

每经AI快讯，10月23日，移远通信(603236.SH)发布三季报，公司前三季度营业收入178.77亿元，同比增 长34.96%；归属于母公司所有者的净利润7.33亿元，同比增长105.65%。 （文章来源：每日经济新闻） ...

证券代码：603236 证券简称：移远通信 公告编号：2025-050 上海移远通信技术股份有限公司 第四届董事会第八次会议决议公告 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。 一、 董事会会议召开情况 上海移远通信技术股份有限公司（以下简称"公司"）第四届董事会第八次 会议于 2025 年 10 月 13 日以书面方式发出通知，2025 年 10 月 23 日以现场结合 通讯方式召开。会议应出席董事 5 人，实际出席会议的董事 5 人，会议由董事长 钱鹏鹤先生主持。部分高级管理人员列席会议。本次董事会会议的召集、召开和 表决程序符合有关法律、法规、部门规章、规范性文件和《公司章程》的规定。 二、 董事会会议审议情况 本次董事会会议形成了如下决议： （一） 审议通过《关于公司<2025 年第三季度报告>的议案》 公司按照中国证监会、上海证券交易所有关要求编制了 2025 年第三季度报 告。具体内容详见同日披露于上海证券交易所网站（www.sse.com.cn）的《2025 年第三季度报告》。本议案已经第四届董事会审计委员会 ...

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, with revenue reaching 6.33 billion yuan, a year-on-year growth of 26.68%, and net profit of 262 million yuan, up 78.11% [1] - For the first three quarters of 2025, the company achieved a total revenue of 17.877 billion yuan, reflecting a year-on-year increase of 34.96%, and a net profit of 733 million yuan, which is a 105.65% increase compared to the previous year [1] - The growth in revenue is primarily attributed to the accelerated advancement of IoT intelligence and the deep integration of AI and 5G, allowing the company to effectively target market demands and expand its business boundaries [1] Revenue and Profit Analysis - Third quarter revenue was 6.33 billion yuan, marking a 26.68% increase year-on-year [1] - Third quarter net profit was 262 million yuan, showing a substantial growth of 78.11% year-on-year [1] - Year-to-date revenue for the first three quarters reached 17.877 billion yuan, with a 34.96% year-on-year growth [1] - Year-to-date net profit for the first three quarters was 733 million yuan, reflecting a remarkable increase of 105.65% year-on-year [1] Business Growth Drivers - The company's core businesses, including 5G modules, automotive modules, smart modules, ODM, and antennas, all experienced rapid growth during the reporting period [1] - The diversified business matrix has injected strong growth momentum into the company's development [1] - The company is committed to providing one-stop solutions for its customers, which has contributed to its robust performance [1]

智通财经APP讯，移远通信(603236.SH)披露2025年第三季度报告，公司前三季度实现营收178.77亿元， 同比增长34.96%;归属于上市公司股东的净利润7.33亿元，同比增长105.65%;扣非净利润6.94亿元，同比 增长113.27%;基本每股收益2.80元。 ...

上海移远通信技术股份有限公司 2025 年第三季度报告 证券代码：603236 证券简称：移远通信 上海移远通信技术股份有限公司 2025 年第三季度报告 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： 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 | | | 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 | 6,330,305,376.66 | 26.68 | 17, ...