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]

证券代码：603236 证券简称：移远通信 公告编号：2026-001 上海移远通信技术股份有限公司 关于办公地址变更的公告 除上述变更外，公司注册地址、公司网址、电子信箱、电话、传真等其他联 系方式均保持不变。 二、本次变更后，公司办公地址及联系方式如下： 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"）因经营发展需要，已 于近日搬迁至新地址办公，现将具体变更内容公告如下： 一、变更具体情况 | 变更项目 | 变更前 | 变更后 | | --- | --- | --- | | 办公地址 | 上海市闵行区田林路1016号科 | 上海市松江区泗泾镇外婆泾路8 | | | 技绿洲3期（B区）5号楼 | 号（横港路288弄1-5号） | | 邮政编码 | 200233 | 201601 | 上海移远通信技术股份有限公司董事会 2026 年 1 月 6 日 办公地址：上海市松江区泗泾镇外婆泾路 8 号（横港路 288 弄 1-5 号） 邮政编码：201601 投资者联系电话：021-51 ...

Core Viewpoint - The launch of the AR588MA 5G-A module by the company marks a significant advancement in automotive communication technology, addressing the demands for ultra-high bandwidth, ultra-low latency, and extreme reliability in next-generation smart vehicles [1][3]. Group 1: Technical Specifications - The AR588MA module is built on MediaTek's first 5G-A platform, featuring a modem performance that leads the industry, with a quad-core Cortex-A55 CPU clocked at 2.3GHz, supporting a downlink speed of up to 9.0 Gbps and an uplink speed exceeding 2.5 Gbps [3]. - It supports 400 MHz bandwidth and NR 5CC, along with DSDA (Dual SIM Dual Active) functionality, enhancing data transmission efficiency and stability [3]. - The module integrates satellite communication capabilities and adaptive network signal compensation algorithms, significantly improving network performance even in weak signal areas [5]. Group 2: AI Integration and User Experience - The AR588MA module incorporates AI technology for deep integration with vehicle communication, enabling a shift from "passive connection" to "active adaptation," which enhances network speed and connection stability [7]. - It features an intelligent scene recognition system and an AI network optimization engine, processing multi-dimensional data such as vehicle location and road conditions to optimize network performance [7]. Group 3: Reliability and Safety Standards - The AR588MA adheres to automotive-grade design standards, meeting AEC-Q100 Grade 2 for reliability in extreme conditions and ISO 21434 for automotive cybersecurity [8]. - It supports secure boot and hardware isolation technologies, ensuring stable connections and enhanced security for vehicle communication [8]. Group 4: Functional Features - The module supports eCall/NG-eCall emergency call systems, automatically transmitting critical data to emergency centers in the event of a collision [10]. - It includes GNSS positioning capabilities with dual-frequency support (L1+L5), providing high-frequency output for accurate navigation and path planning [10]. - The AR588MA is designed for compatibility with existing hardware and software, facilitating a smooth transition from traditional 5G to 5G-A, thus reducing development costs and time to market [10].

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Insights - The company is a global leader in IoT solutions, focusing on wireless communication modules and solutions, and is well-positioned to benefit from the growth in AI and 5G technologies [6][14] - The global IoT connection numbers are expected to grow significantly, with projections of reaching 2.97 billion connections by 2027, indicating a vast market potential [6][46] - The company has shown strong revenue growth, with a projected increase in EPS to 3.78 and 4.84 yuan for 2025 and 2026, respectively, reflecting a robust business model [6][28] Summary by Sections 1. Technology and Market Position - The company has established itself as a key player in the IoT ecosystem, providing comprehensive solutions that include wireless communication modules, antennas, and IoT software platforms [14][18] - The company has a strong focus on R&D, with multiple research centers globally, enhancing its capability to innovate and meet diverse market needs [15][18] 2. Market Growth and Demand - The demand for IoT modules is driven by the increasing number of connected devices and the integration of AI applications, with a forecasted compound annual growth rate (CAGR) of 19.4% for the global IoT market from 2022 to 2027 [46][50] - The company is well-positioned to capitalize on the growth of AIoT and edge computing, which are expected to drive significant demand for AI-enabled hardware [62][66] 3. Financial Performance - The company's revenue is projected to grow from 112.62 billion yuan in 2021 to 185.94 billion yuan by 2024, with a CAGR of 18.19% [28][30] - In the first three quarters of 2025, the company reported a revenue of 178.77 billion yuan, a year-on-year increase of 34.96%, and a net profit of 7.33 billion yuan, up 105.65% [28][30] 4. R&D and Innovation - The company has consistently increased its R&D expenditure, reaching 13.94 billion yuan in the first three quarters of 2025, which represents 7.80% of its revenue [34][35] - The number of R&D personnel has also grown significantly, indicating a strong commitment to innovation and product development [34][35] 5. Competitive Landscape - The company maintains a leading position in the global IoT module market, with significant market share in both domestic and international markets [59] - Competitors include China Mobile and SIMCom, but the company continues to outperform in terms of innovation and market presence [59]

通信行业 买入 （维持） 从连接模组到智能生态，领军 5G-A 与 AI 时代 深 度 研 究 移远通信（603236）深度报告 2025 年 12 月 31 日 S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn 分析师：罗炜斌 S0340521020001 电话：0769-22110619 邮箱：luoweibin@dgzq.com.cn 分析师：陈湛谦 S0340524070002 电话：0769-22119302 邮箱： chenzhanqian@dgzq.com.cn 主要数据 2025 年 12 月 30 日 | 邮箱：luoweibin@dgzq.com.cn | | --- | | 分析师：陈湛谦 | | SAC 执业证书编号： | | S0340524070002 | | 电话：0769-22119302 | | 邮箱： | | chenzhanqian@dgzq.com.cn | | 主要数据 2025 年 12 月 30 日 | | 证 收盘价(元) 94.11 | | 总市值（亿元） 270.87 券 | | 总股本 ...

格隆汇12月31日丨移远通信(603236.SH)在互动平台表示，公司已与全球超过40多家主流车厂及60多家 顶尖的Tier 1供应商建立了长期、稳定的合作关系，共同推动汽车的智能化和网联化发展。在车载业务 方面，公司目前已形成覆盖智能座舱、4G/5G、C-V2X、高精度定位、Wi-Fi/蓝牙/UWB模组及天线的完 整产品生态。在卫星通信领域，公司布局了丰富的产品，包括多款集成卫星直连蜂窝（Direct-to- Cell,D2C）技术的模组，并配套了高性能D2C专用天线，可为各类物联网终端赋予"地面+卫星"连接能 力。 ...

Core Viewpoint - The company, Quectel, has successfully completed a private placement fundraising of 2.2 billion yuan, which will be used to expand production in the automotive and 5G module sectors, as well as for AI computing modules and solutions [1][2][4]. Group 1: Fundraising and Expansion Plans - The 2.2 billion yuan raised will primarily be allocated to expanding production capacity for automotive and 5G modules, as well as for AI computing modules and solutions, which are closely aligned with the company's core business [2][4]. - The company plans to increase production capacity by 33.8 million automotive and 5G modules, and 26.5 million AI computing modules and solutions after the new projects reach full production [4][10]. Group 2: Production Capacity and Utilization - The company's factories are currently operating at full capacity, with a utilization rate of 104.9% from January to May [4]. - The company has established a "seven major automotive product technology ecosystem," which includes various automotive communication modules and customized solutions [4]. Group 3: Research and Development Investments - The company is investing heavily in research and development, with a planned new R&D center at its new headquarters in Shanghai, aiming to recruit 541 new employees [10][12]. - The R&D expenditure for the first nine months of the year reached 1.39 billion yuan, a year-on-year increase of 13.5% [13]. - The company has established R&D centers in multiple locations, including Shanghai and Vancouver, and aims to enhance its technical capabilities with the new hires [13]. Group 4: Market Position and Product Offerings - The company has provided products and services to over 60 Tier 1 suppliers and more than 40 automotive manufacturers globally [6]. - The company has a diverse product line that includes cellular modules, automotive modules, smart modules, and satellite communication modules, among others [21]. - As of July, the company held a 37% market share in the global cellular IoT module sector, ranking first worldwide [21]. Group 5: Future Outlook - The company aims to pursue higher goals and attract more capital attention as it progresses in the automotive and AI sectors [24].

中经记者 谭伦 北京报道 即将突破35亿连接数之际，中国物联网产业发展持续保持强劲势头。 近日发布的 Counterpoint Researc最新研报显示，2025年第三季度，全球蜂窝物联网模组出货量同比增长 10%。其中，中国市场同比增长7%，主要由智能电表、POS终端和基于Cat-1 bis的部署拉动。 从厂商格局看，中国企业表现亮眼，移远通信持续领跑全球，中国移动、日海智能（维权）稳居前三， 利尔达以73%的同比增速实现跨越式增长，其Cat-1 bis模组在韩国及东南亚市场快速渗透。在芯片领 域，翱捷、紫光展锐、上海移芯也进一步巩固Cat-1 bis领域的领先地位，产业权重持续提升。 如此的发展态势，显示出背后中国物联网产业的兴盛。在日前举行的2025世界物联网大会期间，大会执 委会主席何绪明透露，今年我国物联网连接数有望突破35亿。目前，中国物联网基础建设和数字经济创 新已成为全球第一，建成承载物联网的5G基站近480万个，具备万物智联高级数字经济条件的企业超过 120万家。 受此推动，我国物联网通信技术正从5G向6G、星链、量子通信快速迈进。据其预估，2025年中国数字 经济年产值有望超过80万亿元 ...

（文章来源：证券日报） 证券日报网讯 12月26日，移远通信在互动平台回答投资者提问时表示，公司作为全球领先的物联网综 合解决方案供应商，依托自身在软硬件设计、AI算法、大模型等方向积累的技术能力，形成了"模组 +大模型+AI算法+平台"的AI整体解决方案，赋能AI机器人、AI玩具、智能零售、智慧医疗、教育等多 行业，形成了一系列标杆案例。未来公司将通过深化与产业链伙伴的协同合作，共同推动AI技术的规 模化落地。 ...