立信会计师事务所（特殊普通合伙） 关于上海移远通信技术股份有限公司 向特定对象发行股票申请文件的审核问询函的回复 信会师函字[2025]第ZF230号 上海证券交易所： 由民生证券股份有限公司转来贵所于 2025 年 6 月 19 日出具的《关于上海移 远通信技术股份有限公司向特定对象发行股票申请文件的审核问询函》（上证上 审（再融资）[2025]178 号）（以下简称"问询函"）已收悉。对此，立信会计 师事务所（特殊普通合伙）（以下简称"申报会计师"或"我们"）作了认真研 究，并根据问询函的要求，对问询函中涉及会计师的相关问题进行了逐项核查， 相关事项回复如下： 我们对上海移远通信技术股份有限公司 2025 年 1 月至 3 月期间的财务报表 未出具审计或审阅报告，因此对公司上述期间的财务信息不进行发表意见或结论。 以下所述的核查程序及实施核查程序的结果仅为协助公司回复贵所问询目的，不 构成审计或审阅。 如无特别说明，本回复报告中的简称或名词的释义与《上海移远通信技术股 份有限公司向特定对象发行股票募集说明书（申报稿）》中的含义相同。本回复 报告部分表格中单项数据加总与合计数据可能存在微小差异，均系计算过程 ...

证券简称：移远通信 股票代码：603236 关于上海移远通信技术股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复 保荐人（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 二〇二五年七月 上海证券交易所： 贵所于 2025 年 6 月 19 日出具的《关于上海移远通信技术股份有限公司向特 定对象发行股票申请文件的审核问询函》（上证上审（再融资）[2025]178 号）（以 下简称"审核问询函"）已收悉，上海移远通信技术股份有限公司（以下简称"移 远通信"、"发行人"、"公司"或"上市公司"）与民生证券股份有限公司（以 下简称"民生证券"、"保荐人"或"保荐机构"）、立信会计师事务所（特殊 普通合伙）（以下简称"申报会计师"）、上海市锦天城律师事务所（以下简称"发 行人律师"）等相关方已就审核问询函中提到的问题进行了逐项落实并回复。 如无特别说明，本回复报告中的简称或名词的释义与《上海移远通信技术股 份有限公司向特定对象发行股票募集说明书（申报稿）》中的含义相同。本回复 报告部分表格中单项数据加总与合计数据可能存在微小差异，均系计算过程中的 四舍五入所致。 本回复报告的字体代表以下含义： | ...

证券代码：603236 证券简称：移远通信 公告编号：2025-034 上海移远通信技术股份有限公司关于向特定对象发 行 A 股股票审核问询函回复的提示性公告 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"）收到上海证券交易所 （以下简称"上交所"）于 2025 年 6 月 19 日出具的《关于上海移远通信技术股 份有限公司向特定对象发行股票申请文件的审核问询函》（上证上审（再融资） 【2025】178 号）（以下简称"审核问询函"）。上交所审核中心对公司提交的向 特定对象发行股票申请文件进行了审核，并形成了审核问询问题。 公司收到审核问询函后，会同相关中介机构对《审核问询函》所列问题进行 了认真研究和逐项落实，并对有关问题进行了说明、论证分析和逐项回复，具体 内容详见公司于同日在上交所网站（www.sse.com.cn）披露的相关公告文件。 公司本次向特定对象发行 A 股股票事项尚需上交所审核通过，并获得中国 证券监督管理委员会（以下简称"中国证监会"）同意注册后方可实施。最终 ...

金融界消息 截至2025年7月7日收盘，移远通信（603236）报收于82.7元，下跌2.22%，换手率2.42%， 成交量6.33万手，成交金额5.24亿元。 天眼查商业履历信息显示，上海移远通信技术股份有限公司，成立于2010年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本26165.7654万人民币，实缴资本 24440.0446万人民币。公司法定代表人为钱鹏鹤。 通过天眼查大数据分析，上海移远通信技术股份有限公司共对外投资了13家企业，参与招投标项目500 次，知识产权方面有商标信息186条，专利信息710条，此外企业还拥有行政许可16个。 来源：金融界 资金流向方面，今日主力资金净流出1528.17万元，占比成交额2.92%。其中，超大单净流出1301.15万 元、占成交额2.48%，大单净流出227.02万元、占成交额0.43%，中单净流出流入656.85万元、占成交额 1.25%，小单净流入871.32万元、占成交额1.66%。 移远通信最新一期业绩显示，截至2025一季报，公司营业总收入52.21亿元、同比增长32.05%，归属净 利润2.12亿元，同比增 ...

Group 1 - The Shanghai Intelligent Transportation Index (H50035) rose by 0.66% to 1722.24 points, with a trading volume of 7.249 billion yuan [1] - Over the past month, the index has increased by 0.09%, decreased by 2.10% over the last three months, and has risen by 2.03% 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 holdings of the Shanghai Intelligent Transportation Index include SAIC Motor (10.32%), Huayu Automotive (9.49%), Aerospace Electronics (9.01%), Hongfa Technology (8.87%), and others [1] - The index is composed entirely of stocks listed on the Shanghai Stock Exchange, with industrial (30.40%), consumer discretionary (30.09%), information technology (27.24%), and communication services (12.27%) sectors represented [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]

Group 1 - The company "Chip Superman" has a 1,600 square meter intelligent warehouse for chips, with over 1,000 stock models and around 100 brands, totaling 50 million chips with a stock value exceeding 100 million [1] - The company operates an independent laboratory in Shenzhen, ensuring quality control (QC) for each material [1] - The company has served a total of 19,200 users and can complete transactions in as fast as half a day [4] Group 2 - The company is actively seeking to purchase specific chip models, including TI's INA139NA/3K (50K units) and ON's NCP1096PAG (9K units) among others [2] - The company is also offering discounted sales on surplus materials, including TI's UCC28083DR (15K units) and NXP's PESD5V0S1BSF,315 (540K units) [3] - The company provides a platform for users to find unsold inventory and better pricing options through its mini-program and website [5][6]

Group 1 - The core viewpoint of the article highlights the significant growth in the global cellular IoT module market, with a year-on-year shipment increase of 16% driven by strong demand from India, China, and other regions [1][10] - The top five companies in the cellular IoT module market are all Chinese firms, accounting for 69% of global shipments, indicating a high market concentration [2][10] - The leading company, Quectel, holds a substantial 37% of the global shipment share, with a year-on-year growth of 17%, slightly above the global average [5][10] Group 2 - China Mobile experienced a remarkable 77% growth in shipments, moving from a lower position to second place, surpassing Guanghetong [5][10] - Guanghetong ranked third with a shipment growth rate of 29%, while the fourth-ranked company, Rihai, had a slower growth of only 9% [5][10] - The fifth company, Lierda, showed a significant 62% growth, indicating potential for further advancement in rankings if the trend continues [5][10] Group 3 - The article notes that the market structure has remained stable, with Chinese companies dominating both shipment volume and revenue, but challenges persist for these firms in international markets [11][10] - Geopolitical factors pose significant challenges for Chinese companies seeking to expand overseas, with concerns over network security leading to increased scrutiny and regulatory hurdles [12][14] - The rapid evolution of technology presents product planning challenges for cellular IoT module companies, as they must navigate competitive pressures and potential opportunity costs [15][10] Group 4 - The need for localization in overseas markets is emphasized, as Chinese firms must adapt to local demands and regulatory environments to maintain their competitive edge [16][17] - The article suggests that while Chinese companies have captured a significant market share, sustaining high growth rates in a low-growth environment will be increasingly difficult [16][10] - Establishing a localized ecosystem and understanding market needs are crucial for Chinese firms to thrive in international markets [17][10]

Market Overview - The Shanghai Composite Index rose by 0.52% on June 11, with 28 out of the 31 sectors experiencing gains. The top-performing sectors were non-ferrous metals and agriculture, forestry, animal husbandry, and fishery, with increases of 2.21% and 2.02% respectively [1] - Conversely, the sectors that saw declines included pharmaceuticals and biotechnology, telecommunications, and beauty care, with decreases of 0.41%, 0.28%, and 0.10% respectively. The telecommunications sector ranked second in terms of decline [1] Capital Flow Analysis - The net inflow of capital in the two markets was 1.506 billion yuan, with 14 sectors experiencing net inflows. The non-bank financial sector led with a net inflow of 4.469 billion yuan and a rise of 1.90%, followed by the automotive sector, which saw a 1.70% increase and a net inflow of 2.750 billion yuan [1] - In contrast, 17 sectors experienced net outflows, with the pharmaceuticals and biotechnology sector leading with a net outflow of 2.629 billion yuan. The basic chemicals sector followed with a net outflow of 1.909 billion yuan, along with significant outflows in telecommunications, electric equipment, and banking sectors [1] Telecommunications Sector Performance - The telecommunications sector declined by 0.28%, with a total net outflow of 1.359 billion yuan. Out of 127 stocks in this sector, 52 rose, including one that hit the daily limit, while 66 fell [2] - Notably, the stocks with the highest net inflows included Chutianlong, with a net inflow of 255 million yuan, followed by Hengbao and Yitong Century, with inflows of 116 million yuan and 44.586 million yuan respectively [2] - The stocks with the highest net outflows included Xinyi Sheng, with a net outflow of 435.88 million yuan, China Unicom with 174.598 million yuan, and Yongding with 120.577 million yuan [3]

Core Viewpoint - The company, Quectel, has successfully initiated a capital increase plan of 2.3 billion yuan to enhance its production capacity in the automotive and 5G module sectors, as well as to develop AI solutions and upgrade its headquarters and R&D center [1][4][6]. Group 1: Company Overview - Quectel, established in 2010 and based in Shanghai, specializes in IoT technology development and wireless module supply, providing comprehensive IoT cellular communication module solutions [4]. - The company went public in 2019 and currently has a market capitalization of approximately 20 billion yuan [4]. - Quectel is recognized as a national high-tech enterprise [4]. Group 2: Financial Performance - In 2024, Quectel reported a significant revenue increase of 34.14%, reaching 18.594 billion yuan, with a net profit surge of 548.49% to 588 million yuan [5]. - The automotive and industrial IoT sectors are the primary drivers of revenue growth, contributing over half of the total income [5]. Group 3: Market Position and Product Offerings - Quectel holds a 37.1% market share in the global cellular IoT module market in 2024, maintaining the leading position for several consecutive quarters [5]. - The company has established partnerships with over 30 automotive manufacturers, including major brands like Mercedes-Benz and Toyota [5]. - Quectel's 5G modules accounted for 31% of the global 5G IoT terminal shipments in 2024, serving over 1,000 clients across various verticals [6]. Group 4: Capital Increase Purpose - The capital increase will fund projects including the expansion of automotive and 5G module production, AI computing module development, and upgrades to the headquarters and R&D center [6][7]. - The automotive and 5G module expansion project has a total investment of 957 million yuan, aimed at enhancing production capabilities and supply chain stability [7]. - The AI computing module project, with an investment of 411 million yuan, will focus on acquiring advanced technology and talent in communication and AI fields [7]. Group 5: Industry Outlook - The global cellular module market is expected to recover in 2024, with an estimated shipment of 705 million units and revenue reaching 9.239 billion USD by 2029 [8]. - The company is projected to capture over 50% of the new demand anticipated in 2025, driven by favorable policies and increasing 5G penetration in the automotive sector [8]. - Emerging business areas such as satellite communication and edge AI modules are expected to account for over 30% of revenue by 2025, further optimizing the product structure [8]. Group 6: Future Growth Potential - The capital increase reflects the company's rapid growth and potential for further acceleration in the market, supported by a billion-dollar market and the anticipated boom in 5G RedCap modules [7][9].

上海移远通信技术股份有限公司（以下简称"公司"）于 2025 年 6 月 9 日收 到上海证券交易所（以下简称"上交所"）出具的《关于受理上海移远通信技术 股份有限公司沪市主板上市公司发行证券申请的通知》（上证上审（再融资）【2025】 167 号）。上交所依据相关规定对公司报送的沪市主板上市公司发行证券的募集 说明书及相关申请文件进行了核对，认为申请文件齐备，符合法定形式，决定予 以受理并依法进行审核。 证券代码：603236 证券简称：移远通信 公告编号：2025-033 上海移远通信技术股份有限公司关于 向特定对象发行A股股票申请获得上海证券交易 所受理的公告 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。 公司本次向特定对象发行 A 股股票事项尚需经上交所审核通过并报中国证 券监督管理委员会（以下简称"中国证监会"）同意注册后方可实施。最终能否 通过上交所审核并获得中国证监会同意注册的决定及其时间尚存在不确定性。公 司将根据上述事项的进展情况，严格按照有关规定及时履行信息披露义务，敬请 广大投资者注意投资风险。 特此公 ...