Core Viewpoint - Shanghai Mijuan Communication Technology Co., Ltd. expects a significant increase in net profit for the first quarter of 2025, projecting a year-on-year growth of approximately 265.19% [2][3]. Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of approximately 200 million yuan for Q1 2025, an increase of about 145.23 million yuan compared to the same period last year [2][4]. - The expected net profit after deducting non-recurring gains and losses is around 188 million yuan, reflecting a year-on-year increase of approximately 266.19% [2][4]. Group 2: Previous Year Performance - In the same period last year, the total profit was 51.98 million yuan, with a net profit attributable to shareholders of 54.77 million yuan [4]. - The net profit after deducting non-recurring gains and losses was 51.34 million yuan, with earnings per share recorded at 0.21 yuan [4][5]. Group 3: Reasons for Performance Increase - The company focuses on providing comprehensive solutions for global IoT clients, leading in fields such as 5G communication and satellite communication, which has contributed to robust growth in its communication module and intelligent solution sectors [6]. - The projected revenue for Q1 2025 is approximately 5.2 billion yuan, indicating a year-on-year growth of about 31.50% [6]. - Non-recurring gains and losses are expected to impact net profit by around 12 million yuan, primarily from received subsidies [7].

今日聚焦 1、荣盛石化：控股股东拟10亿元-20亿元增持公司股份 荣盛石化公告，控股股东荣盛控股拟自2025年4月8日起6个月内增持不低于10亿元且不超过20亿元公司 股份，增持不设定价格区间，将根据股票价格波动情况及二级市场整体趋势择机实施。中国工商银行浙 江省分行承诺为荣盛控股增持荣盛石化股份提供专项贷款支持，贷款金额不超过18亿元，贷款期限三 年。 2、江丰电子：美国加征关税对公司影响较小 江丰电子公告，经评估，本次美国加征关税对公司经营产生的影响较小。公司采购的主要原材料为各种 高纯度的金属材料，公司作为国内电子材料领域的龙头企业，通过多年布局已实现原材料采购的国内 化、产业链的本土化，构建了安全稳定的供应链体系。因此，本次关税政策对公司现有采购业务的影响 较小。公司的主要产品高纯金属溅射靶材及半导体零部件具有定制化程度高、技术含量高、客户稳定性 强等特点，客户资源较为广泛。2024年公司出口美国的产品收入占公司总营业收入的比例约为1.19%， 占比较低。目前，公司订单充足，经营正常，各项业务稳步推进，未受到显著影响。 3、宁波海运：控股股东之一致行动人拟增持公司不超2%股份 宁波海运公告，公司控股股 ...

Financial Performance - The company expects a net profit attributable to shareholders of approximately 200 million yuan for Q1 2025, an increase of about 145.23 million yuan, representing a year-on-year growth of approximately 265.19%[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses is expected to be around 188 million yuan, an increase of about 136.66 million yuan, with a year-on-year growth of approximately 266.19%[5] - The company anticipates a revenue of approximately 5.2 billion yuan for Q1 2025, reflecting a year-on-year increase of about 31.50%[8] - The total profit for the same period last year was 51.98 million yuan, with a net profit attributable to shareholders of 54.77 million yuan[6] - The non-recurring gains and losses are expected to impact net profit by approximately 12 million yuan, mainly from subsidies received[9] Business Strategy and Operations - The company focuses on providing comprehensive solutions for global IoT customers, leading in fields such as 5G communication and satellite communication[8] - The company has achieved steady growth in its communication module business and intelligent solutions segment through forward-looking layout and in-depth scenario-based R&D[8] Earnings Forecast Accuracy - There are no significant uncertainties affecting the accuracy of this earnings forecast[12] - The company does not have any other factors that significantly impact this earnings forecast[11] - The data provided is preliminary and has not been audited by an accounting firm, with final figures to be disclosed in the official Q1 2025 report[13]

Core Viewpoint - Shanghai Miao Yuan Communication Technology Co., Ltd. experienced a significant stock price decline, with a cumulative drop exceeding 20% over three consecutive trading days, indicating abnormal trading fluctuations [2][3]. Group 1: Stock Trading Abnormal Fluctuation - The company's stock price fell by more than 20% cumulatively on April 3, April 7, and April 8, 2025, which qualifies as an abnormal trading fluctuation according to Shanghai Stock Exchange regulations [2][3]. Group 2: Company Operations and Impact of Tariff Policies - The company confirmed that its production and operational activities are normal, and current tariff policies have not significantly impacted its operations. The direct export to the U.S. accounted for only 0.80% of the total revenue for 2024 (unaudited) [4]. - The company has established a global procurement system, and key materials are not produced in the U.S., indicating limited and manageable impact from tariff policies [4]. Group 3: Major Events and Information Disclosure - There are no undisclosed major events or information that could affect the company's stock price, including significant asset restructuring, share issuance, or major business collaborations [5][10]. - The company has not identified any media reports, market rumors, or hot concepts that could significantly influence its stock price [6]. Group 4: Financial Metrics Comparison - The static price-to-earnings (P/E) ratio for the industry is 36.25, while the company's static P/E ratio is significantly higher at 195.06. The rolling P/E ratio for the industry is 33.18, compared to the company's rolling P/E of 38.02. The latest price-to-book (P/B) ratio for the industry is 3.66, while the company's P/B ratio is 4.64, indicating it is above the industry average [2][8].

证券代码：603236 证券简称：移远通信 公告编号：2025-012 上海移远通信技术股份有限公司 股票交易异常波动公告 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。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票价格于 2025 年 4 月 3 日、4 月 7 日、4 月 8 日连续三个交易日内 日收盘价格跌幅偏离值累计超过 20%。根据上海证券交易所的相关规定，属于股 票交易异常波动。 二、公司关注并核实的相关情况 上海移远通信技术股份有限公司（以下简称"公司"或"移远通信"）股票价 格于 2025 年 4 月 3 日、4 月 7 日、4 月 8 日连续三个交易日内日收盘价格跌 幅偏离值累计超过 20%。根据上海证券交易所的相关规定，属于股票交易异 常波动的情形。 经公司自查，并书面询问公司控股股东及实际控制人，截至本公告披露日， 不存在应披露而未披露的重大事项或重要信息。提请广大投资者注意二级市 场交易风险。 根据中证指数有限公司发布的最新数据，公司所属行业的静态市盈率为 36.25，滚动市盈率为 33.1 ...

特此函复。 (本页以下无正文) 《关于上海移远通信技术股份有限公司股票交易异常波动 的询证函》的回函 致:上海移远通信技术股份有限公司 贵公司《关于上海移远通信技术股份有限公司股票交易异常波动的询证 函》已收悉，现就公司询证事项回复如下: 一、截至目前，本人作为上海移远通信技术股份有限公司的控股股东及实 际控制人不存在涉及公司应披露而未披露的重大信息,包括但不限于重大资产 重组、股份发行、重大交易类事项、业务重组、股份回购、股权激励、破产重 整、重大业务合作、引进战略投资者等重大事项。 二、在本次股票交易异常波动期间，本人及一致行动人不存在买卖会公司 股票的情形。 （本页无正文，为控股股东及实际控制人《关于上海移远通信技术股份有限公 司股票交易异常波动的询证函>的回函》之签署页 ) 钱鹏鹤: 2025 年 4 月 8 日 ...

Core Viewpoint - The company has reported that its production and operational activities are normal, and the impact of current tariff policies on its business is limited and manageable [1] Sales - In 2024, the amount of products directly exported to the United States will account for 0.80% of the company's operating revenue (unaudited), indicating a relatively low proportion [1] Procurement - The company's raw material procurement system has achieved a global layout, and key materials for production are not manufactured locally in the United States [1] Response Measures - The company plans to actively respond to challenges through business negotiations and overseas production initiatives [1] Monitoring - The company will continue to monitor and assess the specific impacts of tariff policies on its business [1]

作 者丨张赛男 编 辑丨巫燕玲 刘雪莹 ETF放量、富时中国A5 0指数期货直线拉升、创业板指反弹！ 农业股持续大涨，北大荒等1 0余股涨停。大消费股震荡反弹，零售方向领涨，永辉超市等多股涨停。中字头、基建股一度冲高，中国中车接 近涨停。 港股走强，恒生指数涨1 . 5 8%，恒生科技指数涨3 . 5 7%。金山云、越疆、茶百道涨超1 0%，小米集团涨超5%。 4 月 8 日 早 盘 ， 中 证 5 0 0ETF （ 5 1 0 5 0 0 ） 成 交 超 6 3 亿 ， 南 方 中 证 1 0 0 0ETF （ 5 1 2 1 0 0 ） 、 华 夏 中 证 1 0 0 0ETF （ 1 5 9 8 4 5 ） 、 广 发 中 证 1 0 0 0ETF （5 6 0 0 1 0）、富国中证1 0 0 0ETF（1 5 9 6 2 9）成交超1 0亿元，均超昨日全天成交额。 | 159575 | 宽 创业板200ETF银华 | 1.021 | 0.033 | 3.34% | | --- | --- | --- | --- | --- | | 589630 | 宽 科创综指ETF国泰 | 0.841 | 0.0 ...

Core Viewpoint - The article discusses the impact of the U.S. "reciprocal tariffs" on various industries and companies, highlighting that many companies have limited exposure to the U.S. market, thus minimizing the potential negative effects of the tariffs. Food and Beverage Industry - The domestic functional beverage industry shows strong resilience amid the ongoing U.S.-China tariff disputes, with Dongpeng Beverage leveraging its fully localized supply chain and innovation to mitigate risks [3]. - Dongpeng has achieved 100% domestic sourcing for key raw materials and packaging, and plans to expand its distribution network to nearly 4 million outlets by the end of 2024 [3]. - Lehui International reports that about 50% of its equipment exports go to developing countries, indicating minimal impact from the tariffs [3]. Steel Industry - Several steel companies indicate that the tariffs will have little effect on their exports to the U.S. due to the small scale of such exports [4]. - The tariffs may indirectly affect domestic steel demand, but the industry is prepared with policy measures to manage supply and demand balance [4]. Information and Communication Industry - Some products, including semiconductors, are not affected by the new tariffs, and companies report limited direct impact due to low export ratios to the U.S. [5]. - Companies like Huakin Technology maintain a diversified client base, with only about 10% of their revenue coming from direct sales to the U.S., thus minimizing the impact of the tariffs [6]. New Energy and New Materials Industry - Camel Group states that its exports to the U.S. are minimal, and the impact of tariffs is manageable [7]. - Huamao Technology plans to focus on Southeast Asia and Europe, with only a small percentage of revenue from North America, indicating limited exposure to U.S. tariffs [7]. - Bowei Alloy highlights that its U.S. projects are designed to mitigate tariff impacts, and its new production facilities in Vietnam will target markets outside the U.S. [7]. Pesticides and Fertilizers Industry - A Shanghai-listed company notes that its main export product, glyphosate, has minimal direct exposure to the U.S. market, suggesting potential benefits from the tariff policy due to competitive dynamics [8]. Publishing Industry - Leading publishing companies like Xinhua Wenhui and Phoenix Media assert that the tariffs have negligible effects on their operations, as their business primarily focuses on domestic markets with no significant import/export activities [9].

Core Viewpoint - The company, Quectel (移远通信), has announced a plan to issue A-shares to specific investors, aiming to raise up to 230 million yuan for various projects, including expansion of vehicle and 5G modules, AI computing modules, and upgrading its headquarters and R&D center [1][2]. Group 1: Fundraising and Project Allocation - The total investment for the projects is approximately 249.69 million yuan, with the following allocations: - Vehicle and 5G module expansion: 95.73 million yuan - AI computing module and solution industrialization: 41.12 million yuan - Headquarters and R&D center upgrade: 72.84 million yuan (with 53.15 million yuan from the raised funds) - Working capital: 40 million yuan [2] - The issuance will be directed to no more than 35 qualified investors, including securities investment funds, securities companies, asset management companies, trust companies, financial companies, insurance institutions, and qualified foreign institutional investors [2][3]. Group 2: Issuance Details - The pricing benchmark for the issuance will be set on the first day of the issuance period, with the issue price not lower than 80% of the average trading price over the previous 20 trading days [3]. - The number of shares to be issued will not exceed 10% of the company's total share capital prior to the issuance, estimated at a maximum of 26,165,765 shares [3][5]. Group 3: Shareholder Control and Historical Context - As of the announcement date, the controlling shareholder, Qian Penghe, holds 17.19% of the shares, and through a partnership, controls a total of 23.78% of the voting rights. The issuance will not change the control of the company [5]. - The company was listed on the Shanghai Stock Exchange on July 16, 2019, raising approximately 980 million yuan, with net proceeds of 902 million yuan allocated to various projects [6]. - In 2021, the company raised 1.06 billion yuan through a private placement, with the total fundraising from the IPO and the private placement amounting to approximately 2.04 billion yuan [7].