证券代码：603236 证券简称：移远通信 公告编号：2023-045 期稳定发展。 一、 基本情况 公司于 2021 年 10 月 14 日召开第三届董事会第二次会议审议通过了《关于 签订厂房代建及回购合作协议的议案》，合作协议为"代建-租赁-回购"的合作模 式，同意公司的子公司常州移远通信技术有限公司（简称"常州移远"）将其持 有的常州移进通信技术有限公司（简称"常州移进"）100%股权转让给常州武南 标准厂房投资发展有限公司（简称"常州武南"），由常州武南代建常州移进的厂 房项目，代建金额不超过 4 亿元。在厂房项目竣工验收并移交后的五年内，常州 移远回购常州移进 100%股权。在厂房项目竣工验收后、回购前，由常州移远租 赁使用厂房。具体内容详见公司在上海证券交易所网站披露的《关于签订厂房代 建及回购合作协议的公告》（公告编号：2021-063）。 二、 项目进展情况 移远通信全球智能制造中心近日已通过常州市武进区建设工程管理中心的 竣工验收审批，后续将按照规划进行试产投产等工作。关于厂房代建及回购事项， 公司将根据未来进展情况，及时履行信息披露义务。 三、 项目实施对上市公司的影响 公司全球智能制造中 ...

证券代码：603236 证券简称：移远通信 公告编号：2023-025 上海移远通信技术股份有限公司 关于参加沪市数字经济产业链上市公司 2022 年 度暨 2023 年第一季度集体业绩说明会的公告 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。 本次投资者说明会以网络互动形式召开，公司将针对 2022 年度以及 2023 年 第一季度的经营情况及财务指标的具体情况与投资者进行互动交流和沟通，在信 息披露允许的范围内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 会议主题：沪市数字经济产业链上市公司集体业绩说明会 会议召开方式：上证路演中心网络互动 （一）会议召开时间：2023 年 5 月 18 日(星期四)上午 10:00-11:00 重要内容提示： 会议召开时间：2023 年 5 月 18 日(星期四)上午 10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/roadshowDispl ...

Financial Performance - In 2022, the company's operating revenue reached ¥14,230,246,484.07, representing a year-on-year increase of 26.36% compared to ¥11,261,921,747.51 in 2021[20]. - The net profit attributable to shareholders increased by ¥265 million, a year-on-year growth of 73.94%, driven by steady growth in 5G modules and improved supply chain management[23]. - The company achieved a revenue of 14.23 billion RMB, representing a year-on-year growth of 26.36%[84]. - The net profit attributable to shareholders was 623 million RMB, an increase of 73.94% compared to the previous year[84]. - The net profit attributable to shareholders of the listed company for 2022 was ¥622,818,433.13, representing a 73.94% increase compared to ¥358,060,203.50 in 2021[188]. - The net profit after deducting non-recurring gains and losses was ¥481,831,039.58, up 43.68% from ¥335,345,811.53 in the previous year[188]. - The total assets of the company increased by 26.21% to ¥10,273,173,226.84 at the end of 2022, compared to ¥8,140,021,182.48 at the end of 2021[188]. - The basic earnings per share for 2022 was ¥3.30, a 71.88% increase from ¥1.92 in 2021[188]. - The weighted average return on net assets increased to 17.98% in 2022, up by 5.26 percentage points from 12.72% in 2021[188]. Research and Development - Research and development investment for 2022 amounted to ¥1.335 billion, accounting for 9.38% of operating revenue, with a year-on-year growth of 30.59%[33]. - R&D expenses increased by 30.59% to ¥1,334,713,635.65 in 2022 from ¥1,022,032,952.38 in 2021, primarily due to an expansion in the R&D workforce and increased salaries and depreciation[107]. - The number of R&D personnel increased to 4,520, representing 76.18% of the total workforce, with a majority aged under 40[109]. - The company actively participated in the development of over 30 5G R17 communication standards proposals and submitted more than 10 technical standard proposals for R18, focusing on key technologies such as NTN and vehicle communication[197]. - The company is a member of GSMA's 5G IoT strategic group, engaging in discussions on energy-saving and precise positioning technologies[197]. Market and Industry Trends - The global cellular IoT module shipment volume was 443 million units in 2022, with projections to reach 865 million units by 2027[48]. - By the end of 2022, the number of cellular IoT terminal users in China reached 1.845 billion, accounting for nearly 70% of the global total[53]. - The smart city market in China is expected to reach 25 trillion yuan in 2022[71]. - The adoption rate of 5G in China is expected to reach 88% by 2030, with 1.6 billion connections[62]. - The new energy vehicle sales in China grew by 93.4% year-on-year, achieving a market share of 25.6%[67]. - The digital economy's core industry value-added is projected to account for 10% of GDP by 2025[60]. - The global edge computing market was valued at $14.788 billion in 2022 and is projected to reach $66.478 billion by 2030[65]. - The domestic edge computing market reached 42.79 billion yuan in 2021, with a projected compound annual growth rate of 46.81% from 2021 to 2025[66]. Corporate Governance and Compliance - The board of directors operates under strict compliance with legal and regulatory requirements, ensuring effective governance and protection of shareholder rights[146]. - The company’s major decisions are made independently of the controlling shareholder, maintaining a complete business system and market-oriented operations[146]. - The company has established specialized committees within the board to enhance decision-making efficiency and professionalism[146]. - The total pre-tax remuneration for the chairman and general manager was CNY 111.40 million, reflecting the company's commitment to competitive compensation for leadership[152]. - The company has successfully convened all shareholder meetings in compliance with relevant regulations, ensuring effective governance and shareholder engagement[146]. - The company has not faced any penalties from securities regulatory agencies in the past three years[161]. Strategic Initiatives and Partnerships - The company has established strategic partnerships with major domestic telecom operators and has been recognized for its market performance in the digital transformation of the terminal industry[34]. - The company aims to leverage its technological advantages to drive product development across various sectors, contributing to the digital economy[35]. - The company has established long-term strategic partnerships in high-end markets, particularly in smart metering, two-wheeled vehicles, and smart industrial applications[41]. - The company has established eight R&D centers globally to drive technological innovation and respond to market changes and customer needs[138]. - The company has established partnerships with other firms, including investment committees and collaborative projects to enhance its market position[167]. Financial Management - The company reported a significant increase in long-term borrowings, rising by 318.40% to ¥973,030,925.90, primarily due to new mortgage loans[114]. - Cash and cash equivalents increased by 94.06% to ¥2,198,895,359.92, driven by improved cash collection from sales[112]. - Accounts receivable grew by 30.65% to ¥2,056,369,637.41, reflecting an increase in sales revenue and extended credit terms to customers[112]. - The company reported a decrease in cash flow from financing activities by 59.82%, primarily due to reduced funds from non-public stock issuance[84]. - The company faced a significant increase in credit impairment losses, which rose by 166.77% due to higher accounts receivable balances[88]. - Financial expenses turned from a gain of ¥-12,454,145.47 in 2021 to a loss of ¥110,320,303.72 in 2022, attributed to currency exchange losses from USD settlements and increased interest expenses on bank loans[107]. Product Development and Innovation - The integration of AI and IoT technologies is a key focus, with over 20 different models of smart modules available, enhancing capabilities in various industries[36]. - The company has launched multiple AI smart modules and 5G+AI modules for edge computing and machine vision applications[66]. - The company has introduced a high-performance nine-in-one 5G combination antenna in 2022, enhancing its antenna product offerings[41]. - The company plans to continue expanding its product offerings and customer base, particularly in the 5G and IoT sectors[93]. - The company aims to enhance its technological innovation capabilities and product quality while expanding cooperation with operators and core chip suppliers[138]. Operational Efficiency - The company implemented a strict procurement process to ensure efficient supply chain management and quality control[77]. - The company has implemented measures to optimize supply chain management and maintain close contact with suppliers to mitigate raw material market risks[142]. - The company reported a decrease in the fair value of other equity investments by RMB 13,537,256.43, resulting in a year-end value of RMB 51,462,716.57[132]. - The company has established a more robust marketing and technical support team to enhance localized service capabilities for global customers[141]. - The company will integrate data across procurement, R&D, production, sales, and finance to enhance operational execution and control capabilities[141].

[Key Financial Highlights](index=1&type=section&id=%E4%B8%80%E3%80%81%20%E4%B8%BB%E8%A6%81%E8%B4%A2%E5%8A%A1%E6%95%B0%E6%8D%AE) This section provides an overview of the company's key financial performance and indicators for the reporting period [Overview of Key Financial Data and Indicators](index=1&type=section&id=%28%E4%B8%80%29%E4%B8%BB%E8%A6%81%E4%BC%9A%E8%AE%A1%E6%95%B0%E6%8D%AE%E5%92%8C%E8%B4%A2%E5%8A%A1%E6%8C%87%E6%A0%87) In Q1 2023, the company experienced stable revenue growth but a significant net loss due to market conditions and increased R&D, while operating cash flow remained robust Q1 2023 Core Financial Indicators | Indicator | Current Period | Year-over-Year Change (%) | | :--- | :--- | :--- | | Operating Revenue | 3.14 billion CNY | 2.58% | | Net Profit Attributable to Shareholders of Listed Company | -134.91 million CNY | -209.14% | | Net Profit Attributable to Shareholders of Listed Company (Excluding Non-recurring Items) | -145.64 million CNY | -237.59% | | Net Cash Flow from Operating Activities | 278.47 million CNY | Not Applicable | | Basic Earnings Per Share (CNY/share) | -0.71 CNY | -209.23% | | Weighted Average Return on Net Assets | -3.69% | Decreased by 7.47 percentage points | - The significant decline in net profit is primarily due to two factors: **slower revenue growth** influenced by market conditions, and **substantial increases in R&D investment** for new businesses and product lines to prepare for future development[37](index=37&type=chunk) - **Net cash flow from operating activities performed well**, mainly benefiting from a **higher collection rate of customer payments** in the current period, which increased operating cash inflows[37](index=37&type=chunk) [Non-recurring Gains and Losses](index=2&type=section&id=%28%E4%BA%8C%29%20%E9%9D%9E%E7%BB%8F%E5%B8%B8%E6%80%A7%E6%8D%9F%E7%9B%8A%E9%A1%B9%E7%9B%AE%E5%92%8C%E9%87%91%E9%A2%9D) Total non-recurring gains and losses for the period amounted to **10.74 million CNY**, primarily from government subsidies and fair value changes in financial assets/liabilities Q1 2023 Major Non-recurring Gains and Losses Items | Item | Amount (CNY) | | :--- | :--- | | Government subsidies recognized in current profit/loss | 6.19 million | | Gains/losses from fair value changes of transactional financial assets/liabilities and investment income | 5.10 million | | Net non-operating income and expenses | -1.56 million | | Gains/losses on disposal of non-current assets | -16.42 thousand | | **Total** | **10.74 million** | [Shareholder Information](index=3&type=section&id=%E4%BA%8C%E3%80%81%20%E8%82%A1%E4%B8%9C%E4%BF%A1%E6%81%AF) This section details the company's shareholder structure, including the total number of shareholders and the holdings of its top ten shareholders [Total Number of Shareholders and Top Ten Shareholders](index=3&type=section&id=%28%E4%B8%80%29%E6%99%AE%E9%80%9A%E8%82%A1%E8%82%A1%E4%B8%9C%E6%80%BB%E6%95%B0%E5%92%8C%E8%A1%A8%E5%86%B3%E6%9D%83%E6%81%A2%E5%A4%8D%E7%9A%84%E4%BC%98%E5%85%88%E8%82%A1%E8%82%A1%E4%B8%9C%E6%95%B0%E9%87%8F%E5%8F%8A%E5%89%8D%E5%8D%81%E5%90%8D%E8%82%A1%E4%B8%9C%E6%8C%81%E8%82%A1%E6%83%85%E5%86%B5%E8%A1%A8) As of the reporting period end, the company had **20,957 common shareholders**, with controlling shareholder Mr. Qian Penghe holding **22.74%**, indicating a relatively concentrated equity structure dominated by individuals and investment institutions among the top ten - As of the end of the reporting period, the company had a total of **20,957 common shareholders**[38](index=38&type=chunk) Top Ten Shareholders' Shareholding | Shareholder Name | Number of Shares | Shareholding Ratio (%) | | :--- | :--- | :--- | | Qian Penghe | 42,982,541 | 22.74 | | Ningbo Yiyuan Investment Partnership (Limited Partnership) | 12,326,577 | 6.52 | | Hong Kong Securities Clearing Company Limited | 3,703,201 | 1.96 | | Shanghai Xingzhi Venture Capital Co., Ltd. | 3,196,627 | 1.69 | | Shanghai Chongyang Strategic Investment Co., Ltd. - Chongyang Strategic Juyuan Fund | 3,089,930 | 1.64 | | Ge Guilian | 3,047,836 | 1.61 | | Penghua Fund - China Life... | 2,706,673 | 1.43 | | Ge Weidong | 2,600,000 | 1.38 | | Zhang Dong | 2,534,800 | 1.34 | | China Resources SZITIC Trust Co., Ltd. -... | 2,343,530 | 1.24 | - Controlling shareholder Mr. Qian Penghe is also the executive partner of Ningbo Yiyuan Investment Partnership (Limited Partnership), the second largest shareholder, holding a **0.43%** stake, indicating a concerted action relationship[40](index=40&type=chunk) [Quarterly Financial Statements](index=5&type=section&id=%E5%9B%9B%E3%80%81%20%E5%AD%A3%E5%BA%A6%E8%B4%A2%E5%8A%A1%E6%8A%A5%E8%A1%A8) This section presents the company's consolidated financial statements for the quarter, including the balance sheet, income statement, and cash flow statement [Consolidated Balance Sheet](index=5&type=section&id=%E5%90%88%E5%B9%B6%E8%B5%84%E4%BA%A7%E8%B4%9F%E5%80%BA%E8%A1%A8) As of March 31, 2023, total assets were **10.65 billion CNY**, up **3.65%** from year-end, total liabilities were **7.05 billion CNY** with a **66.2%** debt-to-asset ratio, and equity attributable to shareholders was **3.60 billion CNY**, down **3.20%** due to the current period's net loss Key Balance Sheet Items | Item | March 31, 2023 (CNY) | December 31, 2022 (CNY) | Change (%) | | :--- | :--- | :--- | :--- | | Total Assets | 10.65 billion | 10.27 billion | 3.65% | | Total Liabilities | 7.05 billion | 6.55 billion | 7.57% | | Total Equity Attributable to Parent Company Shareholders | 3.60 billion | 3.72 billion | -3.20% | [Consolidated Income Statement](index=8&type=section&id=%E5%90%88%E5%B9%B6%E5%88%A9%E6%B6%A6%E8%A1%A8) In Q1 2023, the company achieved **3.14 billion CNY** in operating revenue, up **2.58%** year-over-year, but recorded a net loss attributable to parent company shareholders of **134.91 million CNY**, a **209.14%** decrease, primarily due to significant increases in costs and expenses, especially R&D Core Income Statement Data (Q1 2023 vs Q1 2022) | Item | Q1 2023 (CNY) | Q1 2022 (CNY) | Year-over-Year Change | | :--- | :--- | :--- | :--- | | Total Operating Revenue | 3.14 billion | 3.06 billion | 2.58% | | Total Operating Costs | 3.29 billion | 2.95 billion | 11.46% | | R&D Expenses | 439.38 million | 275.66 million | 59.39% | | Operating Profit | -132.42 million | 123.14 million | -207.55% | | Net Profit Attributable to Parent Company Shareholders | -134.91 million | 123.61 million | -209.14% | - R&D expenses increased by **59.39%** year-over-year, from **275.66 million CNY** to **439.38 million CNY**, a key factor contributing to the significant decline in current period profit[24](index=24&type=chunk) [Consolidated Cash Flow Statement](index=10&type=section&id=%E5%90%88%E5%B9%B6%E7%8E%B0%E9%87%91%E6%B5%81%E9%87%8F%E8%A1%A8) During the reporting period, net cash flow from operating activities significantly improved to **278.47 million CNY** from **-15.68 million CNY** year-over-year, driven by strong sales collections, while net cash inflow from financing activities was **261.29 million CNY** mainly from bank borrowings, increasing period-end cash and equivalents to **2.69 billion CNY** Key Cash Flow Statement Data (Q1 2023 vs Q1 2022) | Item | Q1 2023 (CNY) | Q1 2022 (CNY) | | :--- | :--- | :--- | | Net Cash Flow from Operating Activities | 278.47 million | -15.68 million | | Net Cash Flow from Investing Activities | -39.56 million | -84.89 million | | Net Cash Flow from Financing Activities | 261.29 million | 219.19 million | | Net Increase in Cash and Cash Equivalents | 490.72 million | 116.43 million | [Accounting Standard Change Adjustments](index=12&type=section&id=%28%E4%B8%89%292023%20%E5%B9%B4%E8%B5%B7%E9%A6%96%E6%AC%A1%E6%89%A7%E8%A1%8C%E6%96%B0%E4%BC%9A%E8%AE%A1%E5%87%86%E5%88%99%E6%88%96%E5%87%86%E5%88%99%E8%A7%A3%E9%87%8A%E7%AD%89%E6%B6%89%E5%8F%8A%E8%B0%83%E6%95%B4%E9%A6%96%E6%AC%A1%E6%89%A7%E8%A1%8C%E5%BD%93%E5%B9%B4%E5%B9%B4%E5%88%9D%E7%9A%84%E8%B4%A2%E5%8A%A1%E6%8A%A5%E8%A1%A8) Effective 2023, the company adopted Accounting Standard Interpretation No. 16 regarding deferred income tax for assets and liabilities from specific transactions, retrospectively adjusting the opening 2023 financial statements with minor impacts on retained earnings and deferred tax assets - The company retrospectively adjusted its consolidated balance sheet as of January 1, 2023, due to the initial adoption of Accounting Standard Interpretation No. 16[28](index=28&type=chunk) Impact of Accounting Standard Change on Opening Financial Statements | Item | Before Adjustment (CNY) | After Adjustment (CNY) | Adjustment Amount (CNY) | | :--- | :--- | :--- | :--- | | Deferred Income Tax Assets | 20.84 million | 20.84 million | -5.79 thousand | | Retained Earnings | 1.27 billion | 1.27 billion | -5.79 thousand | | Total Assets | 10.27 billion | 10.27 billion | -5.79 thousand |

投资者关系活动记录表 证券代码：603236 证券简称：移远通信 上海移远通信技术股份有限公司 | --- | --- | --- | --- | |-------|-------------------|--------------------------------------|--------------------------------------------------------------| | 时 间 | | 2022/11/2 2022/11/16 | | | 地 点 | | 公司会议室 | | | | | ■特定对象调研 | □新闻发布会 | | | | □分析师会议 | □路演活动 | | | 调研形式 | □电话会议 | □现场参观 | | | | □网络会议 | □业绩说明会 | | | | □媒体采访 | □其他 | | 名称 | 来访人员 | | 申万宏源、海通自营、弘毅远方基金、东北证券、国联证券 | | | 公司接待 | 董事会秘书 郑雷 | | | 人员 | | 证券事务代表 王凡 | | | | | 一、问题交流 | | | | | 1 、 | 公司对今年四季度的展望以 ...

Group 1: Company Overview and Competitive Advantages - The company offers a diverse range of products tailored to customer needs, ensuring high customer loyalty [2] - It has a comprehensive chip platform coverage and maintains close cooperation with domestic and international suppliers, allowing for rapid product launches [2] - The company has eight R&D centers globally and provides localized pre-sales and after-sales technical support in over 150 countries and regions [2] - It has over 3,000 product certifications, facilitating easier global market access for customer products [2] - The company owns factories in Hefei and Changzhou, along with overseas subcontractors, ensuring timely delivery [2] Group 2: Market Dynamics and Pricing Strategy - The Chinese market is more price-sensitive compared to overseas markets, influencing the company's pricing strategy [3] - The company adapts its pricing strategy based on actual customer needs and market competition [3] Group 3: Revenue Growth and Future Outlook - The IoT module industry is experiencing rapid growth, with ABI Research predicting global cellular module shipments to reach 1.243 billion units by 2027 [3] - The company is actively expanding its global market presence and enhancing customer loyalty through localized services [3] - The company aims to diversify its business beyond modules, exploring new areas such as cloud services, antennas, smart cities, and GNSS [3][4] - The company anticipates sustained revenue growth driven by innovation and a stable supply chain [3][4] Group 4: Challenges and Strategic Responses - The chip shortage had a slight impact on the company's gross margin, but the situation has improved, leading to a recovery in gross margin [4] - R&D expenses are expected to grow, but the R&D expense ratio may gradually decline as the company scales [4] - The company sees no ceiling for growth in the IoT sector over the next 5-10 years, with plans for new business areas to significantly contribute to revenue [4]

投资者关系活动记录表 证券代码：603236 证券简称：移远通信 上海移远通信技术股份有限公司 | --- | --- | --- | |--------------------------|-------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

Financial Performance - The company's operating revenue for Q3 2022 was CNY 3,447,484,054.44, representing a year-on-year increase of 9.08%[6] - The net profit attributable to shareholders for Q3 2022 was CNY 158,810,142.60, up 53.52% compared to the same period last year[6] - The net profit attributable to shareholders after deducting non-recurring gains and losses for Q3 2022 was CNY 75,998,783.88, a decrease of 27.18% year-on-year[6] - The company reported a year-to-date net profit attributable to shareholders of CNY 435,517,681.54, which is an increase of 83.83% year-on-year[6] - Total revenue for the first three quarters of 2022 reached ¥10,136,240,870.10, a significant increase of 35.3% compared to ¥7,476,115,147.89 in the same period of 2021[30] - Operating profit for the first three quarters of 2022 was ¥429,559,337.32, compared to ¥239,191,388.81 in 2021, reflecting a growth of 79.7%[30] - The company reported a net profit of ¥431,004,307.35 for the first three quarters of 2022, compared to ¥243,098,928.24 in 2021, an increase of 77.4%[30] - The net profit for the third quarter of 2022 was CNY 436,185,190.86, a significant increase from CNY 236,915,335.35 in the same period of 2021, representing an increase of approximately 84.3%[32] Earnings Per Share - The basic earnings per share for Q3 2022 was CNY 0.84, which is an increase of 53.52% year-on-year[9] - The diluted earnings per share for Q3 2022 was also CNY 0.84, marking a 53.52% increase compared to the same period last year[9] - The basic and diluted earnings per share for the third quarter of 2022 were both CNY 2.30, compared to CNY 1.25 in the previous year, reflecting a year-over-year increase of 84%[34] Assets and Liabilities - The total assets at the end of Q3 2022 amounted to CNY 9,327,421,371.72, reflecting a 14.59% increase from the end of the previous year[9] - The company's total current assets as of September 30, 2022, amounted to ¥7,507,139,411.97, an increase from ¥6,594,990,986.41 at the end of 2021[21] - Total assets increased to ¥9,327,421,371.72 in 2022 from ¥8,140,021,182.48 in 2021, marking a growth of 14.6%[26] - The total liabilities for the company reached ¥5,794,713,642.13, compared to ¥4,930,720,557.08 in the previous year, indicating a growth of 17.5%[26] - Current liabilities rose to ¥5,536,415,311.06, compared to ¥4,635,305,738.07 in the previous year, an increase of 19.5%[26] Cash Flow - The net cash flow from operating activities for the year-to-date period was CNY 360,672,827.00[6] - Cash inflow from operating activities for the first three quarters of 2022 was CNY 10,960,004,006.37, up from CNY 6,978,823,124.87 in the same period of 2021, indicating a growth of approximately 57.5%[34] - The net cash flow from operating activities for the third quarter of 2022 was CNY 360,672,827.00, a turnaround from a net outflow of CNY 1,317,721,344.26 in the same period of the previous year[34] - The company reported cash inflow from investment activities of CNY 41,800,199.97 in the third quarter of 2022, compared to CNY 534,051,417.06 in the same period of 2021, indicating a decrease of about 92.2%[37] - The net cash flow from financing activities for the third quarter of 2022 was CNY 112,802,785.97, a decrease from CNY 1,796,259,508.88 in the same quarter of the previous year[37] Shareholder Information - The total number of common shareholders at the end of the reporting period was 15,859[15] - The largest shareholder, Qian Penghe, holds 43,002,841 shares, representing 22.75% of total shares[15] - The second largest shareholder, Ningbo Yiyuan Investment Partnership, holds 14,196,000 shares, accounting for 7.51%[15] - The total number of shares held by the top ten shareholders represents a significant portion of the company's equity, indicating concentrated ownership[15] Research and Development - Research and development expenses for the first three quarters of 2022 were ¥945,553,714.28, up from ¥738,142,534.00 in 2021, reflecting a growth of 28.1%[30] International Expansion and Strategies - The company has maintained a focus on international expansion, leading to sustained growth in overseas revenue[12] - The company has implemented foreign exchange hedging strategies to mitigate risks associated with currency fluctuations, resulting in non-recurring gains[12] - The company has not disclosed any significant new strategies or product developments during this reporting period[18]

Group 1: Business Development - The company promotes a strategy of full industry, full platform, and full coverage, leading to positive growth across various business lines, including modules, ODM, antennas, cloud platforms, and smart cities [2] - The overseas business growth rate is higher than domestic, with a gradual recovery expected in the second half of the year [2] - The company has a diverse customer base across various sectors, including smart transportation, smart energy, financial payments, smart cities, wireless gateways, smart agriculture, environmental monitoring, smart industry, and smart healthcare [2] Group 2: Research and Development - The company's R&D budget is submitted from multiple dimensions, including departments and product lines, without specific allocation to downstream industries [3] - The IoT industry is experiencing a decline in 2G usage, a slowdown in 3G, and growth in 4G and 5G usage, indicating a positive outlook for future developments [3] - The company has invested significantly in the development of SIP packaging technology, which enhances integration, miniaturization, and flexibility while reducing production costs [3] Group 3: Financial Performance - The company's gross margin has been positively influenced by changes in regional structure, with overseas sales accounting for approximately 52% in the first half of the year, compared to about 60% previously [4] - The increase in high-end products, such as smart modules and 5G, contributes to the growth of gross margin [4] - The company has seen an improvement in operating cash flow due to increased inventory levels in response to upstream supply constraints and a backlog of payments to suppliers [4] Group 4: Market Outlook - The company is expanding production capacity overseas, with operations in Brazil and Malaysia, and plans to start production in Mexico by the end of the year [4] - Long-term growth in overseas demand is expected, driven by trends in intelligence and connectivity [4] - The company has established eight R&D centers globally, with significant personnel increases in the Guilin center this year [4]

投资者关系活动记录表 证券代码：603236 证券简称：移远通信 上海移远通信技术股份有限公司 | --- | --- | --- | --- | |----------|-------------------|----------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | 时 间 | | 2022/8/11 | | | 地 点 | | 公司会议室 | | | | | ■特定对象调研 | □新闻发布会 | | | | □分析师会议 | □路演活动 | ...