睿远成长价值混合A（007119）基金经理为傅鹏博、朱璘。 截至发稿，傅鹏博累计任职时间17年21天，现任基金资产总规模210.87亿元，任职期间最佳基金回报 429.69%， 任职期间最差基金回报-3.8%。 朱璘累计任职时间6年316天，现任基金资产总规模210.87亿元，任职期间最佳基金回报100%， 任职期 间最差基金回报94.59%。 2月2日，移远通信跌5.17%，截至发稿，报87.51元/股，成交4609.74万元，换手率0.20%，总市值251.87 亿元。移远通信股价已经连续3天下跌，区间累计跌幅4.5%。 资料显示，上海移远通信技术股份有限公司位于上海市松江区泗泾镇外婆泾路8号(横港路288弄1-5号)， 成立日期2010年10月25日，上市日期2019年7月16日，公司主营业务涉及从事物联网领域无线通信模组 及其解决方案的设计、生产、研发与销售服务。主营业务收入构成为：模组+天线99.32%，其他 0.68%。 从移远通信十大流通股东角度 数据显示，睿远基金旗下1只基金位居移远通信十大流通股东。睿远成长价值混合A（007119）三季度 减持19.82万股，持有股数290.47万股，占流通 ...

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。 ...

Core Viewpoint - The recent trend of divorce-related equity division among controlling shareholders in A-share companies has raised investor concerns, with significant market implications observed in 2025 [1][3][4]. Group 1: Overview of Divorce-Related Equity Division - In 2025, a total of 12 A-share companies announced equity divisions due to the divorce of their controlling shareholders, with the total market value of these divisions increasing from 5.783 billion yuan to 6.321 billion yuan by the end of the year [4][8]. - The highest single division value was recorded at 1.198 billion yuan for Yiyuan Communication, while the lowest was 157 million yuan for Yuenan New Materials [5][6]. Group 2: Methods and Outcomes of Equity Division - The majority of equity divisions were settled amicably, with 58.33% of cases resolved through negotiation, while 2 cases were decided by court rulings and 2 through court mediation [7]. - Notably, in the case of Shanshui Technology, the ex-spouse became the new controlling shareholder and CEO after the divorce, marking a unique instance in 2025 [6][7]. Group 3: Market Reactions and Shareholder Behavior - Despite concerns about potential stock sell-offs by ex-spouses, 10 out of the 12 companies saw their stock prices increase from the announcement date to the end of 2025, with an average increase of 83.33% [8]. - The stock price of Yuenan New Materials experienced the highest increase at 37.21%, while only two companies, Shanshui Technology and Jindan Technology, saw declines, with the largest drop being 13% [8]. Group 4: Analysis of Investor Sentiment - The perception of divorce-related equity divisions as a negative signal has weakened, attributed to the separation of ownership and management in listed companies, which suggests that such divisions do not necessarily impact operational strategies [10]. - Even in cases of personal conflict, controlling shareholders may maintain aligned interests in business operations, reducing the likelihood of adverse market reactions [10].

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]

Core Viewpoint - The company emphasizes that its stock price in the secondary market is influenced by multiple factors including macroeconomic conditions, industry policies, market sentiment, and investor preferences [2] Group 1: Company Strategy - The company aims to enhance its intrinsic and market value through various measures such as improving operational quality, refining corporate governance, optimizing shareholder returns, and increasing investor interaction [2] - The company commits to timely information disclosure regarding any significant events in accordance with relevant regulations [2] Group 2: Performance and Reporting - The company advises investors to refer to its upcoming periodic reports for details on operational performance [2]

Core Viewpoint - The company emphasizes that its stock price in the secondary market is influenced by multiple factors including macroeconomic conditions, industry policies, market sentiment, and investor preferences [1] Group 1: Company Strategy - The company aims to continuously enhance its operational quality and core competitiveness while improving communication with investors to create long-term investment value [1] - As a provider of overall IoT solutions, the company focuses on customer demand and actively expands its market coverage both in breadth and depth [1] Group 2: Business Development - The company is exploring and tapping into emerging business areas, with diversified operations including modules, antennas, ODM, intelligent solutions, and software service platforms [1] - A complete ecosystem has been formed, integrating "hardware + connectivity + platform + application" [1]

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]

Core Viewpoint - Ganzhou Yiyuan Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on integrated circuit manufacturing and semiconductor device equipment [1] Company Summary - Ganzhou Yiyuan Technology Co., Ltd. is wholly owned by Yiyuan Communication (603236) [1] - The company's business scope includes manufacturing integrated circuits, manufacturing specialized equipment for semiconductor devices, and retailing computer software and hardware [1] Industry Summary - The establishment of Ganzhou Yiyuan Technology indicates a growing focus on the semiconductor industry and integrated circuit manufacturing in the region [1]

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]

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]