证券代码：688283 证券简称：坤恒顺维 公告编号：2026-001 成都坤恒顺维科技股份有限公司 部分董事、高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 董高持有的基本情况 本次减持计划实施前，董高持有成都坤恒顺维科技股份有限公司（以下简称 "公司"、"坤恒顺维"）股份情况如下： 1、公司董事、副总经理、核心技术人员李文军先生持有公司股份 1,978,024 股，占公司总股本的比例为 1.6240%； 2、公司董事、核心技术人员王川先生持有公司股份 335,861 股，占公司总 股本的比例为 0.2757%。 上述股份来源为公司首次公开发行前取得以及公司实施资本公积金转增股 本取得的股份，涉及首次公开发行前取得的股份已于 2023 年 8 月 15 日解除限售 并上市流通，具体内容详见公司于 2023 年 8 月 5 日在上海证券交易所网站 （www.sse.com.cn）披露的《成都坤恒顺维科技股份有限公司首次公开发行部分 限售股上市流通公告》（2023-0 ...

Core Viewpoint - The company Kunheng Shunwei has shown significant stock performance with a year-to-date increase of 56.90% and a recent 5-day increase of 11.66%, indicating strong market interest and potential growth in the high-end wireless testing and simulation equipment sector [1]. Financial Performance - For the period from January to September 2025, Kunheng Shunwei achieved a revenue of 157 million yuan, representing a year-on-year growth of 29.66% [2]. - The net profit attributable to the parent company for the same period was approximately 26.19 million yuan, reflecting a year-on-year increase of 57.85% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 3,240, up by 31.60% from the previous period [2]. - The average number of circulating shares per shareholder rose to 37,592, an increase of 8.26% [2]. Dividend Distribution - Since its A-share listing, Kunheng Shunwei has distributed a total of 63.37 million yuan in dividends, with 58.16 million yuan distributed over the past three years [3]. Institutional Holdings - As of September 30, 2025, the top ten circulating shareholders of Kunheng Shunwei saw a change, with E Fund Strategic Emerging Industries Stock A exiting the list [3].

Group 1 - The core viewpoint of the news highlights the recent trading performance and financial metrics of Kunheng Shunwei Technology Co., Ltd., indicating a decline in stock price and significant financing activities [1] - On December 23, Kunheng Shunwei's stock price fell by 4.68%, with a trading volume of 91.78 million yuan. The financing buy-in amount was 8.28 million yuan, while the financing repayment was 12.57 million yuan, resulting in a net financing buy of -4.28 million yuan [1] - As of December 23, the total margin balance for Kunheng Shunwei was 75.66 million yuan, which accounts for 1.86% of its market capitalization, indicating a high level of financing balance compared to the past year [1] Group 2 - Kunheng Shunwei, established on July 14, 2010, and listed on February 15, 2022, specializes in the research, production, and sales of high-end radio testing and simulation instruments, primarily serving sectors such as mobile communications and radar [2] - The company's main business revenue composition includes 89.20% from radio testing and simulation instruments, 9.40% from other sources, and 1.40% from HBI modular components [2] - For the period from January to September 2025, Kunheng Shunwei reported a revenue of 157 million yuan, representing a year-on-year growth of 29.66%, and a net profit attributable to shareholders of 26.19 million yuan, reflecting a year-on-year increase of 57.85% [2] Group 3 - Since its A-share listing, Kunheng Shunwei has distributed a total of 63.37 million yuan in dividends, with 58.16 million yuan distributed over the past three years [3] - As of September 30, 2025, the number of shareholders increased to 3,240, marking a 31.60% rise, with an average of 37,592 circulating shares per person, up by 8.26% [2][3] - Notably, as of September 30, 2025, E Fund Strategic Emerging Industries Stock A has exited the list of the top ten circulating shareholders [3]

Group 1 - The company primarily provides high-end radio testing and simulation instruments for users in the satellite industry, including channel simulators, signal generators, spectrum analyzers, and comprehensive testing solutions [2] - The company has established coverage across multiple downstream users in the satellite field, including manufacturers involved in satellite platform development, satellite payload development, ground stations, chips, modules, and terminals [2]

Core Viewpoint - The company focuses its R&D expenditures on technology development that aligns with industry cycles and meets technical demands, resulting in the launch of multiple new products this year [1] Group 1: R&D Focus - The company's R&D investments are directed towards new product development and the iterative upgrades of existing products [1] - The company aims to address industry technical needs through its R&D efforts [1] Group 2: Product Launches - In January 2025, the company plans to launch the SGM01 analog signal source, enhancing its product lineup of RF microwave signal generators [1] - In August, the company released the upgraded KSW-VSA01 spectrum analyzer, which now has a testing frequency range of 2Hz to 67GHz and an analysis bandwidth of 4GHz [1] - In November, the company introduced the KSW-CTS03 mobile communication comprehensive testing instrument, which includes various new analysis functions [1] Group 3: Product Matrix - The overall product matrix of the company continues to expand, with ongoing improvements in testing and simulation solutions [1]

Group 1 - The company, Kunhengshun, stated that as of September 30, 2025, the number of shareholders will be 3,240 [1]

Core Points - The company will hold an investor briefing on November 13, 2025, from 15:00 to 16:00 to discuss its Q3 2025 performance and financial status [2][3][4] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][5] - Investors can submit questions from November 6 to November 12, 2025, and the company will address common concerns during the briefing [2][6] Meeting Details - The meeting will take place at the Shanghai Stock Exchange Roadshow Center [5] - Key participants include the Chairman and General Manager, Zhang Jilin, and the Board Secretary, Zhao Yan [4][5] - Investors can access the meeting online and will receive timely responses to their inquiries [4][6] Contact Information - For inquiries, investors can contact Zhao Yan via phone or email [6] - The company encourages participation and will provide a summary of the meeting's key points afterward [6][7]

证券代码：688283 证券简称：坤恒顺维 公告编号：2025-052 成都坤恒顺维科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 13 日 （星期四） 15:00-16:00 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 6 日（星期四）至 11 月 12 日（星期三）16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 public@ksw-tech.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 成都坤恒顺维科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发 布公司《2025 年第三季度报告》，为便于广大投资者更全面深入地了解公司 2025 ...

Core Viewpoint -坤恒顺维 is a leading enterprise in the high-end radio testing and simulation instrument sector in China, with strong competitive advantages due to high technical barriers in its products [1] Group 1: Business Overview -坤恒顺维 was established on July 14, 2010, and went public on February 15, 2022, on the Shanghai Stock Exchange, with its registered and office location in Sichuan Province [1] - The company focuses on the R&D, production, and sales of high-end radio testing and simulation instruments, targeting mobile communications, wireless networking, and radar fields [1] - The company operates within the communication equipment sector, with relevant concept segments including small-cap, scientific instruments, satellite navigation, nuclear fusion, superconductivity, and nuclear power [1] Group 2: Financial Performance - For Q3 2025,坤恒顺维 reported revenue of 157 million, ranking 12th in the industry, significantly lower than the industry leader, Oriental Communication, at 1.627 billion, and the second-ranked Longwei Shares at 903 million [2] - The net profit for the same period was 26.19 million, ranking 5th in the industry, below Oriental Communication's 359 million and Yinhantong's 105 million, but above the industry average of 34.39 million [2] Group 3: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 15.93%, an increase from 13.33% year-on-year, which is lower than the industry average of 26.75%, indicating good solvency [3] - The gross profit margin for the same period was 61.37%, down from 64.56% year-on-year, but still above the industry average of 36.75%, reflecting strong profitability [3] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 31.60% to 3,240, with an average holding of 37,600 circulating A-shares, up by 8.26% [5] - In the first half of 2025, the company achieved revenue of 102 million, a year-on-year increase of 26.69%, while net profit decreased by 8.49% to 12.81 million [5] - The company is expected to see net profits of 41.6 million (+12.3%), 62.86 million (+51.1%), and 94.43 million (+50.2%) for the years 2025 to 2027, respectively [5]

Core Insights - Kunheng Shunwei (688283.SH) reported its Q3 2025 results, revealing that as of October 28, 2025, four institutional investors held a total of 28.2434 million shares, representing 23.19% of the company's total equity [1] - The institutional holding percentage increased by 13.65 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include Minsheng Securities - Wu Jiangnian - Minsheng Securities Tianyi Select Private Asset Management Plan No. 2, Minsheng Securities - Bank of China - Minsheng Securities Tianyi Flexible Allocation No. 6 Collective Asset Management Plan, Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Portfolio, and Guotai Jiatai Stock Special Pension Product - China Merchants Bank Co., Ltd. [1] - The total institutional holding percentage stands at 23.19% [1] Public Funds - A total of 54 public funds were disclosed this period, including E Fund Strategic Emerging Industries Stock A, Fuguo New Vitality Flexible Allocation Mixed A, E Fund Quality Momentum Three-Year Holding Mixed A, and others [1] Social Security Funds - One social security fund increased its holdings compared to the previous period, specifically Guotai Fund Management Co., Ltd. - Social Security Fund 2103 Portfolio, with an increase of 0.43% [1]