Quectel(603236)
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移远通信涨2.01%,成交额5.41亿元,主力资金净流入2546.88万元
Xin Lang Cai Jing· 2025-09-11 03:23
Company Overview - Esky Communication, established on October 25, 2010, is located in Shanghai and specializes in the design, production, R&D, and sales of wireless communication modules and solutions in the IoT sector [2] - The company was listed on July 16, 2019, and its main business revenue composition is 99.32% from modules and antennas, with the remaining 0.68% from other sources [2] Stock Performance - Esky Communication's stock price has increased by 43.13% year-to-date, with a 5.54% rise in the last five trading days, 12.84% in the last 20 days, and 20.52% in the last 60 days [2] - As of September 11, the stock price was 96.57 CNY per share, with a market capitalization of 25.268 billion CNY [1] Financial Performance - For the first half of 2025, Esky Communication reported a revenue of 11.546 billion CNY, representing a year-on-year growth of 39.98%, and a net profit attributable to shareholders of 471 million CNY, up 125.03% year-on-year [2] - The company has distributed a total of 749 million CNY in dividends since its A-share listing, with 540 million CNY distributed over the past three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders was 38,300, a decrease of 11.33% from the previous period, with an average of 6,831 shares held per shareholder, an increase of 12.78% [2] - The third-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 16.636 million shares, an increase of 1.561 million shares from the previous period [3]
移远通信涨2.07%,成交额8.31亿元,主力资金净流入4447.70万元
Xin Lang Cai Jing· 2025-09-08 04:33
Group 1 - The core viewpoint of the news is that 移远通信 (Quectel) has shown significant stock performance with a year-to-date increase of 42.67%, despite a recent decline of 9.88% over the last five trading days [2] - As of September 8, 移远通信's stock price reached 96.26 CNY per share, with a market capitalization of 25.187 billion CNY and a trading volume of 831 million CNY [1] - The company specializes in the design, production, research and development, and sales of wireless communication modules and solutions in the Internet of Things (IoT) sector, with 99.32% of its revenue coming from modules and antennas [2] Group 2 - For the first half of 2025, 移远通信 reported a revenue of 11.546 billion CNY, representing a year-on-year growth of 39.98%, and a net profit attributable to shareholders of 471 million CNY, which is a 125.03% increase year-on-year [2] - The company has distributed a total of 749 million CNY in dividends since its A-share listing, with 540 million CNY distributed over the past three years [3] - As of June 30, 2025, the number of shareholders for 移远通信 was 38,300, a decrease of 11.33% from the previous period, while the average number of circulating shares per person increased by 12.78% to 6,831 shares [2]
今年前7月上海规上工业增加值同比增长5.2% 近年来首次超过GDP增速 上海制造:向“高”向“智”向“绿”
Jie Fang Ri Bao· 2025-09-07 00:54
Group 1: Company Performance and Achievements - Zhongke Xinsong has deployed up to 40 collaborative robots at the FAW-Volkswagen engine factory, reflecting customer recognition and increasing orders [1] - The company experienced a twofold increase in output last year and has already matched last year's total output in just the first half of this year [1] - The first seven months of this year saw Shanghai's robot manufacturing maintain double-digit growth for six consecutive months, aligning with Zhongke Xinsong's high-quality development trajectory [1] Group 2: Innovation and Product Development - Zhongke Xinsong's Doco brand developed China's first seven-axis collaborative robot in 2015, marking its entry into international competition [2] - The company launched China's first 25-kilogram high-load collaborative robot in 2022, showcasing its commitment to innovation [2] - The first Doco robot was installed at the FAW-Volkswagen engine factory in 2020 and has operated without any faults since then [2] Group 3: Industry Trends and Market Position - Shanghai's manufacturing sector is focusing on high-quality development, with industrial added value growing by 5.2% year-on-year in the first seven months of this year, surpassing GDP growth for the first time in years [1] - The electronic industry in Shanghai saw a 17.8% increase in output value in the first seven months, with companies like Huaqin Technology and Quectel Communications performing exceptionally well [3] - The promotion of new energy vehicles in Shanghai exceeded 160,000 units in the first seven months, representing a year-on-year growth of 19.9% [4] Group 4: Upcoming Events and Industry Showcase - The 25th China International Industry Fair, set to begin on September 23, will showcase Shanghai's new industrialization paradigm focused on high-end, intelligent, and green development [4] - The fair will feature international exhibitors, with over 30% of participants being from abroad, highlighting the global interest in China's industrial innovations [4]
每周股票复盘:移远通信(603236)定增获上交所审核通过
Sou Hu Cai Jing· 2025-09-06 17:40
Group 1 - The core point of the article is that Shanghai Esky Communication Technology Co., Ltd. (移远通信) has received approval from the Shanghai Stock Exchange for its application to issue A-shares to specific investors, pending registration from the China Securities Regulatory Commission (CSRC) [1] - As of September 5, 2025, the company's stock closed at 94.31 yuan, down 14.26% from the previous week's closing price of 109.99 yuan [1] - The company's market capitalization is currently 24.677 billion yuan, ranking 19th out of 86 in the communication equipment sector and 742nd out of 5,152 in the A-share market [1] Group 2 - The highest intraday price for the stock during the week was 112.91 yuan on September 1, while the lowest was 89.51 yuan on September 4 [1] - The board of directors has assured that the announcement content is true, accurate, and complete, and there are no false records or misleading statements [1] - The company will fulfill its information disclosure obligations in a timely manner as the matter progresses, reminding investors to pay attention to investment risks [1]
移远通信:智能算力模组可以应用于AI服务器
Zheng Quan Ri Bao· 2025-09-05 15:41
Core Viewpoint - The company has developed intelligent computing modules that can be applied to AI servers, enabling customers to launch customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources, achieving computing power sharing [2] Group 1: Product Development - The intelligent computing modules are designed to assist in the development of customized SoC array server products [2] - The company has already achieved mass production of these computing modules [2] Group 2: Market Engagement - The company supplies computing modules to leading domestic internet platforms [2]
移远通信:移远智能模组具有强大的图像处理能力、多媒体功能
Zheng Quan Ri Bao· 2025-09-05 15:41
Group 1 - The core viewpoint of the article highlights that the company's intelligent modules possess strong image processing capabilities and multimedia functions, which can enhance the audiovisual experience of handheld gaming devices, leading to increased market and user acceptance [2] - The company's 5G modules and RMU500EK evaluation board (EVB) kit have been applied in remote racing games launched by clients, showcasing practical applications of its technology [2]
移远通信:在信创领域公司已推出多款模组产品
Zheng Quan Ri Bao· 2025-09-05 15:41
Group 1 - The company, Quectel, has launched multiple module products in the field of "Xinchuang" (信创), which are designed to inject new momentum into industries such as finance, energy, industrial, and transportation [2]
移远通信:公司与众多知名互联网企业保持战略合作伙伴关系
Zheng Quan Ri Bao Wang· 2025-09-05 15:14
Group 1 - The company, Fibocom, stated on September 5 that it maintains strategic partnerships with numerous well-known internet enterprises to jointly promote the development of the IoT ecosystem [1] - Specific business cooperation information can be referenced on the company's official website and official WeChat account [1]
移远通信:已为国内头部互联网平台供应算力模组并已量产
Zheng Quan Shi Bao Wang· 2025-09-05 11:59
Core Viewpoint - The company, Quectel (移远通信), has announced that its intelligent computing modules can be applied to AI servers, enabling customers to launch customized SoC array server products for centralized management and allocation of CPU, GPU, and NPU resources, achieving computing power sharing [1] Group 1 - The company has already supplied computing modules to leading domestic internet platforms and has achieved mass production [1]
移远通信不超23亿元定增获上交所通过 国联民生建功
Zhong Guo Jing Ji Wang· 2025-09-05 03:43
中国经济网北京9月5日讯移远通信(603236)(603236.SH)昨日晚间发布公告称,公司于2025年9月4日 收到上海证券交易所出具的《关于上海移远通信技术股份有限公司向特定对象发行股票的交易所审核意 见》,公司向特定对象发行股票申请符合发行条件、上市条件和信息披露要求。上海证券交易所将在收 到公司申请文件后提交中国证监会注册。 移远通信表示,公司本次向特定对象发行A股股票事项尚需获得中国证监会作出同意注册的决定后方可 实施,最终能否通过中国证监会同意注册的决定及其时间尚存在不确定性。公司将根据该事项的进展情 况及时履行信息披露义务。 移远通信于6月11日披露的《2025年度向特定对象发行A股股票募集说明书(申报稿)》显示,本次向特定 对象发行股票募集资金总额不超过230,000.00万元(含本数),扣除发行费用后的募集资金净额将全部用 于以下项目:车载及5G模组扩产项目、AI算力模组及AI解决方案产业化项目、总部基地及研发中心升 级项目、补充流动资金项目。 | | | 本次向特定对象发行股票的数量按照募集资金总额除以发行价格确定,且不超过本次发行前公司总股本 的10%,即本次发行不超过26,165,7 ...