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移远通信:累计实施现金分红8次
Zheng Quan Ri Bao Wang· 2026-01-30 12:14
证券日报网讯 1月30日,移远通信(603236)在互动平台回答投资者提问时表示,二级市场股价会受到 宏观经济、行业政策、市场情绪、资金偏好等多重因素影响。公司将持续通过提升经营质量、完善公司 治理结构、优化股东回报、增强投资者互动等综合举措,努力促进公司内在价值和市场价值的双向提 升。公司重视投资者回报,自上市以来通过回购以及稳定的现金分红等多种方式回馈投资者,并保持与 投资者的沟通,维护投资者关系。公司自上市以来,累计实施现金分红8次,金额约为8.55亿元。公司 重大事项请以公告为准,公司经营业绩情况请参考公司后期披露的定期报告。 ...
2025年A股上市公司实控人离婚“分手费”全景,近60亿元财富被分割!
Sou Hu Cai Jing· 2026-01-26 00:28
每经记者:黄宗彦 每经编辑:吴永久 每次上市公司实控人的"离婚账本"一摊开,总能牵动投资者的神经。 近日,申通快递实控人之一陈小英在离婚14年后,被前夫起诉索要公司2028.4万股。按公告当日(1月21日)公司的收盘价13.78元/股计算,这部分股权对应 的市值约为2.8亿元。 事实上,这样的"离婚分割股权大戏"并不少见。《每日经济新闻》记者统计发现,2025年全年共有12家上市公司因实控人离婚卷入股权分割,股权分割的总 市值从公告当日的57.83亿元涨到年底的63.21亿元,并且没有实控人及前任实施减持。 这些案例里,有的通过和平协商分家产,有的通过法院裁决,甚至有人直接通过离婚拿到了公司控制权。 中国人民大学财政金融学院教授郑志刚向《每日经济新闻》记者分析表示,上市公司的重要特点是所有权与经营权分离,理论上股权归属并不一定会影响企 业的经营方式。并且,在利益回报面前,实控人夫妻即便离婚并且分割股权,后续双方可能在公司经营、战略等关键问题上仍保持立场一致。 2025年A股12家公司实控人离婚分割股权,单笔最高分割11.98亿元市值 在这些案例中,善水科技的结局较为独特。公司在去年10月20日的公告中表示,实 ...
通信行业2026年度投资策略:聚焦AI:算力降本向光而行,应用落地网络先行
Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]
移远通信:二级市场股价会受到多重因素影响
Zheng Quan Ri Bao· 2026-01-23 12:17
(文章来源:证券日报) 证券日报网讯 1月23日,移远通信在互动平台回答投资者提问时表示,二级市场股价会受到宏观经济、 行业政策、市场情绪、资金偏好等多重因素影响。公司将持续通过提升经营质量、完善公司治理结构、 优化股东回报、增强投资者互动等综合举措,努力促进公司内在价值和市场价值的双向提升。公司经营 业绩情况请参考公司后期披露的定期报告。公司未来如有重大事项发生,将严格按照相关规定及时履行 信息披露义务。敬请投资者注意投资风险。 ...
移远通信:公司模组、天线、ODM、智能化解决方案、软件服务平台等多元化业务协同发展
Zheng Quan Ri Bao Wang· 2026-01-23 12:12
证券日报网讯1月23日,移远通信(603236)在互动平台回答投资者提问时表示,二级市场股价会受到 宏观经济、行业政策、市场情绪、资金偏好等多重因素影响。公司会持续提升经营质量与核心竞争力, 加强投资者沟通,积极为投资者创造长期投资价值。公司作为物联网整体解决方案提供商,始终坚持以 客户需求为导向,不断拓展市场覆盖的广度与深度,积极挖掘和探索新兴业务领域。目前,公司模组、 天线、ODM、智能化解决方案、软件服务平台等多元化业务协同发展,形成了"硬件+连接+平台+应 用"的完整生态体系。敬请投资者注意投资风险。 ...
移远通信新设子公司,含集成电路业务
Qi Cha Cha· 2026-01-21 07:39
Core Viewpoint - Ganzhou Esky Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on integrated circuit manufacturing and related semiconductor equipment [1] Group 1 - The new subsidiary is fully owned by Esky Communication (603236) [1] - The business scope includes manufacturing of integrated circuits, specialized equipment for semiconductor devices, and retail of computer software and hardware [1]
移远通信新设子公司 含集成电路业务
人民财讯1月21日电,企查查APP显示,近日,赣州移远科技有限公司成立,注册资本1000万元,经营 范围包含:集成电路制造,半导体器件专用设备制造,计算机软硬件及辅助设备零售,半导体器件专用 设备销售等。企查查股权穿透显示,该公司由移远通信(603236)全资持股。 ...
移远通信:公司可提供蜂窝模组、车载前装模组等硬件产品
Zheng Quan Ri Bao· 2026-01-16 15:17
Core Viewpoint - The company, Yiyuan Communication, is actively engaged in providing a wide range of hardware products and solutions in the IoT sector, focusing on satellite IoT technologies and comprehensive solutions for various industries [2] Group 1: Product Offerings - The company offers cellular modules, vehicle pre-installed modules, smart modules, short-range communication modules, GNSS positioning modules, satellite communication modules, and antennas [2] - In addition to hardware, the company provides AI solutions, industrial intelligence, and smart agriculture solutions [2] Group 2: Technological Focus - The company has established a standard module matrix covering three main technical routes in the satellite IoT field: 3GPP NTN, private protocols, and satellite direct cellular (D2C) [2] - The company is committed to closely monitoring industry trends and cutting-edge technologies to deliver integrated solutions [2]
移远通信:公司已形成“硬件+连接+平台+应用”完整生态体系
Zheng Quan Ri Bao· 2026-01-16 15:15
Core Viewpoint - The company, as a provider of IoT overall solutions, emphasizes customer demand and is actively expanding its market coverage while exploring emerging business areas [2] Group 1: Business Strategy - The company is committed to a customer-oriented approach, continuously expanding the breadth and depth of its market coverage [2] - The company is actively exploring and tapping into new business fields [2] Group 2: Business Development - The company has diversified its operations, developing modules, antennas, ODM, intelligent solutions, and software service platforms [2] - A complete ecosystem has been formed, integrating "hardware + connectivity + platform + applications" [2]
移远通信:目前公司已与多家玩具企业开展深度合作
Zheng Quan Ri Bao Wang· 2026-01-16 15:14
Core Viewpoint - The company has established deep collaborations with multiple toy enterprises, creating a comprehensive technology solution that integrates hardware, AI models, algorithms, and IoT platforms to enhance toy functionalities [1] Group 1: Company Developments - The company is assisting clients in rapidly implementing AI features such as voice interaction and emotional perception in toys [1] - The technology solution aims to shorten the product development cycle for clients [1] - The upgrade of toys is shifting from "single interaction" to "full-scenario emotional companionship" [1]