证券代码：603236 证券简称：移远通信 公告编号：2025-045 上海移远通信技术股份有限公司 关于计提资产减值准备的公告 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。 上海移远通信技术股份有限公司（以下简称"公司"）于 2025 年 8 月 13 日 召开第四届董事会第七次会议，审议通过了《关于计提资产减值准备的议案》， 现将相关内容公告如下： 一、本次计提资产减值准备的情况概述 公司根据《企业会计准则》等相关规定，基于审慎性原则，为真实、准确地 反映公司资产和财务状况，公司对截至 2025 年 6 月 30 日合并财务报表范围内的 相关资产进行减值测试，并根据减值测试结果相应计提信用减值准备 96,637,532.44 元和资产减值准备 62,110,991.49 元。 二、本次计提信用减值损失及资产减值损失情况说明 （一）2025 年半年度信用减值损失及资产减值损失变化情况 经全面清查和减值测试后，基于谨慎性原则，公司本报告期内各项减值计提 及其他变化明细如下表： 单位：元 | 项目 | 本期计提 | 转回 | ...

Core Viewpoint - The company reported significant growth in revenue and net profit for the first half of 2025, indicating strong performance in its business segments, particularly in 5G and related modules [1] Financial Performance - The company achieved a revenue of 11.546 billion yuan, representing a year-on-year increase of 39.98% [1] - The net profit attributable to shareholders reached 471 million yuan, showing a remarkable year-on-year growth of 125.03% [1] - Basic earnings per share were reported at 1.8 yuan [1] Dividend Distribution - The company proposed a cash dividend of 5.5 yuan per 10 shares (including tax) [1] Business Segments - The company experienced good growth in its 5G modules, LTE modules, automotive modules, and ODM (Original Design Manufacturer) businesses during the reporting period [1]

上海移远通信技术股份有限公司发布2025年中期利润分配方案公告。截至6月30日，公司总股本 261,657,654股，拟向全体股东每10股派发现金红利5.50元（含税），合计拟派现143,911,709.70元，现金 分红金额占半年度净利润比例为30.54%，不送红股、不进行资本公积金转增股本。若总股本变动，将 维持每股分配比例不变调整总额。 ...

格隆汇8月14日丨移远通信(603236.SH)公布半年度报告，2025年上半年度，公司实现营业收入115.46亿 元，较上年同期增长39.98%；实现归属于上市公司股东的净利润4.71亿元，较上年同期增长125.03%。 此外，2025年上半年公司境外营业收入达62.93亿元，占比54.50%。向股权登记日在册全体股东每10股 派发现金红利人民币5.50元。 ...

Core Insights - The company reported a revenue of 11.546 billion RMB for the first half of 2025, representing a year-on-year growth of 39.98% [1] - Net profit attributable to shareholders reached 471 million RMB, showing a significant increase of 125.03% year-on-year [1] - The company plans to distribute a cash dividend of 5.50 RMB per 10 shares to all registered shareholders [1] Revenue Growth Drivers - The growth in revenue is primarily driven by the steady improvement in core business and continuous diversification of operations [1] - Key business segments such as LTE modules, automotive modules, 5G modules, smart modules, GNSS modules, and Wi-Fi modules have all experienced growth [1] - The company has accelerated the development and implementation of intelligent solutions, successfully building a diversified revenue growth matrix [1] Operational Efficiency and Cost Control - Enhanced operational efficiency and cost management have further solidified the company's profit foundation [1] - The company has been deepening the construction of its supply chain system and advancing the digital transformation of business processes [1] - Effective management of expenses based on business development needs has contributed to the steady enhancement of profitability [1]

Group 1 - The Shanghai Intelligent Transportation Index (H50035) rose by 0.44% to 1892.42 points, with a trading volume of 17.419 billion yuan [1] - The index has increased by 8.14% over the past month, 10.83% over the past three months, and 12.35% year-to-date [1] - The index series reflects the performance of listed companies influenced by changes in economic and consumption structures during the urbanization process, focusing on themes such as intensive, intelligent, and green low-carbon development [1] Group 2 - The top ten weighted companies in the Shanghai Intelligent Transportation Index include SAIC Motor (10.39%), Hongfa Technology (9.56%), Aerospace Electronics (9.15%), and others [1] - The index is composed entirely of companies listed on the Shanghai Stock Exchange, with a 100% representation [1] - The industry composition of the index sample shows that industrial companies account for 31.00%, consumer discretionary for 29.43%, information technology for 28.24%, and communication services for 11.33% [2] Group 3 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are handled according to specific calculation and maintenance guidelines [2]

Group 1 - The core viewpoint of the news highlights the financial performance and stock market activity of Shanghai Mijuan Communication Technology Co., Ltd. as of August 12, 2025, with a closing price of 85.68 yuan, reflecting a 1.13% increase [1] - The company reported total revenue of 5.221 billion yuan for Q1 2025, representing a year-on-year growth of 32.05%, and a net profit attributable to shareholders of 212 million yuan, which is a significant increase of 286.91% [1] - The company's liquidity ratios include a current ratio of 1.283 and a quick ratio of 0.735, with a debt-to-asset ratio of 69.14% [1] Group 2 - Shanghai Mijuan Communication Technology Co., Ltd. was established in 2010 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has made investments in 13 enterprises and has participated in 506 bidding projects, indicating active engagement in the market [2] - The company holds 186 trademark registrations and 731 patents, along with 17 administrative licenses, showcasing its commitment to innovation and compliance [2]

Group 1 - The Chinese government has officially included 6G technology in its future industry cultivation framework, indicating its strategic importance alongside other technologies like biomanufacturing and quantum technology [2] - By 2040, the number of 6G terminal connections is expected to increase by over 30 times compared to 2022, with monthly data traffic projected to grow by over 130 times, leading to a market potential of hundreds of billions of terminal connections and trillions of GB in monthly traffic [4][2] Group 2 - The Ministry of Industry and Information Technology has emphasized the acceleration of 6G research and development, aiming to enhance the quality of the information and communication industry and promote industrial internet innovation [2] - The 6G standardization process is set to begin in June 2025, with the first version of the technical specifications expected to be completed by March 2029 [3] - China has maintained a leading position in 6G patent applications, with 89.9% of these being invention applications, showcasing its strength in 6G innovation [3] Group 3 - Several companies are proactively engaging in 6G-related research and development, with ZTE successfully completing tests in areas such as communication perception integration and wireless artificial intelligence [5] - Companies like Sunlord Electronics and Shenglu Communication are also involved in foundational research for 6G technology, focusing on various communication components and network integration strategies [5] - Wanma Co. has indicated its commitment to closely follow the developments in 6G technology and its applications [6] Group 4 - Among the 6G concept stocks, 15 companies are projected to achieve profitability in 2024, with some experiencing significant year-on-year profit growth [6] - Yiyuan Communication is expected to report a net profit of approximately 540 million yuan in 2024, reflecting a year-on-year increase of about 495.33%, driven by the recovery in the IoT market [6] - Major companies like China Mobile are actively involved in 6G research and are focusing on standard formulation and related work to prepare for future developments [6]

Core Insights - eSIM technology is becoming a key enabler for the Internet of Things (IoT) and is expected to significantly enhance user experience by eliminating the need for physical SIM cards [1][2] - The market for eSIM is projected to grow substantially, with an estimated 1 billion eSIM-enabled smartphones by the end of 2025 and 6.9 billion by 2030 [2] - The eSIM industry chain includes component manufacturers, operators, and application service providers, with several A-share listed companies actively participating in this space [3][4] Market Potential - eSIM technology allows for lighter and thinner consumer electronics, as it does not require a physical card slot [1] - The demand for eSIM is driven by the increasing need for lightweight consumer electronics, wearable devices, and IoT terminals [1][2] - Jupiter Research forecasts that the number of IoT connections using eSIM technology will grow from 22 million in 2023 to 195 million by 2026 [2] Industry Collaboration - Companies like Unisoc, Quectel, and ThinkRace are making strides in the eSIM market, with Unisoc being the first in China to achieve global commercial use of eSIM [3] - Quectel has developed an end-to-end IoT eSIM solution that supports automatic connections in over 180 countries, enhancing operational efficiency and reducing costs [3][4] - ThinkRace is focusing on providing comprehensive solutions for automotive connectivity, leveraging eSIM and 5G technologies to streamline supply chain management for car manufacturers [4] Ecosystem Development - The eSIM industry in China is forming a complete layout across various segments, with companies exploring and refining business models to accelerate eSIM adoption [5] - The collaboration among industry players is expected to enhance the overall ecosystem, facilitating the widespread use of eSIM technology [5]

Core Insights - eSIM technology is becoming a key enabler for the Internet of Things (IoT) and is expected to significantly enhance user experience by eliminating the need for physical SIM cards [1][2] - The eSIM market is projected to grow substantially, with an estimated 1 billion eSIM-enabled smartphones by the end of 2025 and 6.9 billion by 2030 [2] - The eSIM industry chain includes component manufacturers, operators, and application scenarios such as mobile devices, wearables, automotive electronics, and IoT terminals [3][5] Market Potential - eSIM technology allows for lighter and thinner consumer electronics as it does not require a physical card slot [1] - The demand for eSIM is driven by the increasing need for lightweight consumer electronics, wearables, and IoT roaming capabilities [1][2] - Jupiter Research forecasts that the number of IoT connections using eSIM technology will grow from 22 million in 2023 to 195 million by 2026 [2] Industry Collaboration - Companies like Unisoc, Quectel, and ThinkRace are actively involved in the eSIM industry, with Unisoc being the first in China to achieve global commercial use of eSIM [3][4] - Quectel has developed an end-to-end IoT eSIM solution that supports automatic connections in over 180 countries, enhancing operational efficiency and reducing costs [3] - ThinkRace provides a comprehensive solution for automotive connectivity, leveraging eSIM and 5G technologies to improve supply chain management and service quality for automotive enterprises [4][5] Business Model Development - The eSIM industry is witnessing collaborative efforts among various players to explore and refine business models, which is expected to accelerate the adoption of eSIM technology [5] - Companies are focusing on backend operational support for eSIM services, including remote configuration and security management [4][5]