证券日报网讯1月16日，移远通信（603236）在互动平台回答投资者提问时表示，公司产品通过直销、 经销，线上、线下结合的方式销往全球，业务遍布150多个国家和地区，包括中国区、欧洲区、北美区 和亚非拉区等。由于下游客户具有高度多样性，最终产品的具体流向与终端区域分布难以实现精准追溯 与统计。 ...

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 [2] Group 1: Technology and Innovation - The complete technology solution enables clients to quickly implement AI features such as voice interaction and emotional perception in toys [2] - The solution aims to shorten the product development cycle for clients, facilitating a transition from "single interaction" to "full-scenario emotional companionship" in toys [2]

1月13日，移远通信跌5.02%，截至发稿，报101.21元/股，成交11.46亿元，换手率4.26%，总市值291.31 亿元。 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%。 方旻累计任职时间11年59天，现任基金资产总规模247.04亿元，任职期间最佳基金回报213.26%， 任职 期间最差基金回报-97.17%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，富国基金旗下1只基金重仓移远通信。富国中证1000指数增强(LOF)A（161039）三季度持有 股数6.67万股，占基金净值比例为0.6%，位居第四大重仓股。根据测算，今日浮亏损失约35.7万 ...

Group 1 - The core point of the news is that Esky Communication experienced a decline of 5.02% in its stock price, reaching 101.21 yuan per share, with a trading volume of 1.146 billion yuan and a turnover rate of 4.26%, resulting in a total market capitalization of 29.131 billion yuan [1] - Esky Communication, established on October 25, 2010, and listed on July 16, 2019, specializes in the design, production, research and development, and sales of wireless communication modules and solutions in the Internet of Things (IoT) sector. The main revenue composition is 99.32% from modules and antennas, with other sources contributing 0.68% [1] Group 2 - From the perspective of major fund holdings, one fund under GF Fund has a significant position in Esky Communication. The GF Arbitrage Fund (000992) increased its holdings by 1,400 shares in the third quarter, bringing the total to 5,200 shares, which represents 1.02% of the fund's net value, making it the fourth-largest holding [2] - The GF Arbitrage Fund (000992) was established on February 6, 2015, with a latest scale of 53.5627 million yuan. Year-to-date, it has incurred a loss of 1.44%, ranking 8,801 out of 8,836 in its category, while its one-year return is 0.78%, ranking 8,000 out of 8,091. Since inception, the fund has achieved a return of 18.59% [2]

（文章来源：证券日报） 证券日报网讯 1月12日，移远通信在互动平台回答投资者提问时表示，作为物联网整体解决方案提供 商，公司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。在人工智能领域，公司推出了"算法超市"，为客户提供模 组+大模型+算法+物联网平台一整套解决方案，并在智慧工业、智慧农业、陪伴玩具、机器人等多个应 用场景落地。公司将密切关注各项前沿技术的发展动态与市场趋势，并积极寻求与行业伙伴协同创新的 可能性。 ...

Core Viewpoint - The company is actively developing its presence in the automotive sector, focusing on a comprehensive product matrix that includes various modules and solutions for intelligent and connected vehicles [1] Group 1: Product Development - The company has established a product matrix that covers intelligent cockpit modules, automotive 4G/5G modules, C-V2X modules, high-precision positioning modules, automotive Wi-Fi/Bluetooth/UWB modules, and automotive antennas [1] - The high-precision GNSS positioning modules and IMU modules are critical components for advanced driver assistance systems [1] Group 2: Safety and Efficiency - The C-V2X modules provided by the company enhance safety and traffic efficiency in high-speed scenarios [1] Group 3: Overall Capability Enhancement - The company aims to deepen its overall capabilities in "hardware + software + platform + application" to support the development of automotive intelligence and connectivity [1]

证券日报网讯 1月12日，移远通信在互动平台回答投资者提问时表示，公司现在已成为全球40多家主流 车厂和60多家Tier 1供应商的重要合作伙伴。公司在具体业务开展过程中，会基于项目实际需要，与合 作伙伴建立并严格履行保密协议。 （文章来源：证券日报） ...

Group 1 - The satellite industry is experiencing strong performance, with related ETFs attracting significant capital inflows, indicating substantial mid-to-long-term investment value due to policy support, technological breakthroughs, and market demand [1][2] - As of January 7, 2025, the Yongying Satellite ETF and the China Merchants Satellite Industry ETF have each received over 1 billion yuan in net inflows this year, while the Fortune Satellite ETF and the E Fund Satellite ETF have attracted 965 million yuan and 385 million yuan respectively [1] - The total net inflows for the Yongying Satellite ETF since Q4 2025 amount to 5.257 billion yuan, with the China Merchants Satellite Industry ETF and the Fortune Satellite ETF receiving 1.627 billion yuan and 1.22 billion yuan respectively [1] Group 2 - The strong performance of the satellite sector is attributed to multiple factors, including key technological breakthroughs, clear national strategies, sustained industrial demand, and active market recognition [2] - The Ministry of Industry and Information Technology supports new models like "mobile direct satellite" applications, aiming for over 10 million satellite communication users by 2030 and issuing satellite internet licenses to multiple operators [2] - The commercial space sector is expected to see a surge in IPOs following the revision of the fifth set of standards on the Sci-Tech Innovation Board, which includes commercial aerospace [2] Group 3 - Institutions are particularly focused on companies' future strategies in the commercial aerospace sector, with companies like Unisoc highlighting their advancements in products for this strategic area [3] - The successful launch of the Zhuque-3 rocket is seen as a critical solution to the long-standing issue of insufficient heavy-lift capacity in China's commercial aerospace, potentially accelerating satellite communication network deployment [3] - The satellite industry is anticipated to enter a new development phase driven by strong policy support and ongoing industrial progress, presenting mid-to-long-term investment opportunities [3]

人民财讯1月8日电，据移远通信（603236）消息，1月8日，在2026年国际消费电子产品展览会 (CES2026)期间，移远通信与古月居达成战略合作，将共同推动机器人领域的开源硬件普及并降低开发 门槛。展望未来，双方将持续深化合作，迭代升级软硬件一体化解决方案，共同探索具身智能在教育科 研、陪伴、轻量级商业服务等多元场景的落地应用，让智能机器人的创造过程更简单、更高效、更富成 果。 ...

Core Viewpoint - The article discusses the performance of the Zhongzheng 1000 ETF Enhanced (561280), highlighting its opening price and the performance of its major holdings since its inception on August 31, 2023, which has yielded a return of 57.53% [1]. Group 1: ETF Performance - The Zhongzheng 1000 ETF Enhanced (561280) opened at 1.578 yuan, experiencing a decline of 0.19% [1]. - Since its establishment on August 31, 2023, the fund has achieved a return of 57.53% [1]. - The fund's performance over the past month has been a return of 6.26% [1]. Group 2: Major Holdings - Major stocks in the fund include: - Boqian New Materials, which opened with an increase of 0.68% [1]. - Haoyuan Pharmaceutical, which rose by 0.78% [1]. - Yingjixin, which increased by 0.56% [1]. - Caixun Co., which saw a slight increase of 0.08% [1]. - Jinma Leisure, which rose by 0.41% [1]. - Panjiang Co., which remained unchanged [1]. - Jindawei, which decreased by 0.10% [1]. - Yiyuan Communication, which increased by 0.43% [1]. - Minxin Co., which remained unchanged [1]. - Nami Technology, which rose by 0.34% [1]. [1]