证券代码：688387 证券简称：信科移动 公告编号：2025-041 重要内容提示： 大股东持有股份的基本情况 本次减持计划实施前，中信科移动通信技术股份有限公司（以下简称"公司"） 股东国开制造业转型升级基金（有限合伙）（以下简称"国开制造业基金"）持有 公司股份 280,000,000 股，占公司股份总数的 8.19%；国开科技创业投资有限责 任公司（以下简称"国开科创"）持有公司股份 10,000,000 股，占公司股份总数 的 0.29%。国开制造业基金与国开科创构成一致行动关系，合并计算后持有公司 股份 290,000,000 股，占公司股份总数的 8.48%。上述股份为公司首次公开发行 上市前取得的股份，已于 2024 年 7 月 1 日起上市流通。 减持计划的实施结果情况 2025 年 9 月 4 日，公司于上海证券交易所网站(www.sse.com.cn)披露了《持 股 5% 以 上 股东 及 其 一致 行 动 人集 中 竞 价减 持 股 份计 划 公 告》 ( 公 告 编 号:2025-031)。因自身资金需求，国开制造业基金和国开科创计划以集中竞价方 式减持公司股份合计不超过 34,18 ...

截至发稿，信科移动市值为234亿元。 每经头条（nbdtoutiao）——进博会"爆品"来袭！德国"天价"扳手引围观，阿根廷牛儿为中国"贴膘"，卢 旺达咖啡豆火出圈…… 每经AI快讯，信科移动（SH 688387，收盘价：6.83元）11月10日晚间发布公告称，公司于近日收到股 东国开制造业基金和国开科创出具的《关于所持中信科移动通信技术股份有限公司股份的减持结果告知 函》，截至2025年11月10日，国开制造业基金通过集中竞价方式减持股份约3419万股，占公司总股本 1%；国开科创未减持公司股份。减持计划已完成。 2024年1至12月份，信科移动的营业收入构成为：通信占比99.2%，其他业务占比0.8%。 （记者 曾健辉） ...

格隆汇11月10日丨信科移动(688387.SH)公布，公司于近日收到股东国开制造业基金和国开科创出具的 《关于所持中信科移动通信技术股份有限公司股份的减持结果告知函》，截至2025年11月10日，国开制 造业基金通过集中竞价方式减持股份3418.75万股，占公司总股本1.00%；国开科创未减持公司股份。上 述股东合计减持公司股份3418.75万股，占公司总股本比例为1.00%。上述减持计划已完成，减持股份数 量达到减持上限，减持计划结束。 ...

截至9：35，卫星ETF（159206）上涨2.53%。成分股航天宏图涨超10%，臻镭科技，航天电子等个股跟涨。 从资金净流入方面来看，卫星ETF近7天获得连续资金净流入，最高单日获得7209.17万元净流入，合计"吸金"1.75亿元，日均净 流入达2500.54万元。 | 序号 | 代码 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | --- | --- | | 1 | 688066 | 航天宏图 | 27.79 | 10.81% | | 2 | 688270 | 臻镭科技 | 67.22 | 8.56% | | 3 | 600879 | 航天电子 | 11.79 | 7.57% | | ব | 688568 | 中科星图 | 43.10 | 6.84% | | 5 | 688776 | 国光电气 | 106.03 | 6.97% | | 6 | 688387 | 信科移动-U | 7.13 | 5.63% | | 7 | 600118 | 中国卫星 | 46.88 | 5.35% | | 8 | 002544 | 普天科技 | 28.65 | 4.45% | | g | 688 ...

资金流向方面，主力资金净流入584.31万元，大单买入2732.62万元，占比26.52%，卖出2148.31万元， 占比20.85%。 11月6日，信科移动盘中上涨2.01%，截至10:38，报6.61元/股，成交1.03亿元，换手率0.79%，总市值 225.98亿元。 截至9月30日，信科移动股东户数4.80万，较上期增加1.42%；人均流通股42015股，较上期增加 44.23%。2025年1月-9月，信科移动实现营业收入37.63亿元，同比减少9.25%；归母净利润-1.65亿元， 同比增长2.84%。 机构持仓方面，截止2025年9月30日，信科移动十大流通股东中，南方中证500ETF（510500）位居第四 大流通股东，持股1983.01万股，相比上期减少36.48万股。香港中央结算有限公司位居第五大流通股 东，持股1882.49万股，相比上期增加324.42万股。 责任编辑：小浪快报 信科移动今年以来股价涨10.91%，近5个交易日跌2.07%，近20日跌7.42%，近60日涨11.84%。 资料显示，中信科移动通信技术股份有限公司位于湖北省武汉市江夏区藏龙岛谭湖二路1号，成立日期 1998年 ...

公司报告 | 季报点评 信科移动（688387） 证券研究报告 前三季度业绩减亏，系统设备份额提升 前三季度业绩减亏 公司公布 25 年三季报，前三季度实现营业收入 37.63 亿元，同比减少 9%， 归母净利润-1.65 亿元，同比减亏 0.05 亿元。3Q 单季实现营业收入 12.25 亿元，同比增长 6%，归母净利润-1.03 亿元，减亏 0.05 亿元。减亏主要原 因是优化业务结构，优化管理体系，加大市场拓展，持续提升经营质量。 系统设备份额提升 我国已建成全球规模最大的 5G 网络，基站数量占全球总量的 66%以上。 截至 2025 年上半年我国 5G 基站数量达到 454.9 万个，较上年末净增 29.8 万个，占移动电话基站总数的 35.7%，但新增 5G 基站数量较去年同期有所 下降。在运营商总投资下滑的背景下实现中标额、市场占有率双提升，中 标中国移动 5G 七期集采项目，2.6G 份额较现网提升 43.7%，同时中标中国 电信中高频七期集采项目，中标份额同比提升。 国内星座启动规模建设，公司紧跟客户需求签订新合同 国网星座 2025 年以来已完成低轨 02 组-09 组卫星发射，发射频次明 ...

证券代码：688387 证券简称：信科移动 公告编号：2025-040 中信科移动通信技术股份有限公司 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 中信科移动通信技术股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日在上海证券交易所网站（www.sse.com.cn）披露了《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 年第三季度经营成果、财务状况， 公司计划于 2025 年 11 月 14 日下午 15:00-16:00 举行 2025 年第三季度业绩说明 会，就投资者关心的问题进行交流。 一、说明会类型 本次说明会以网络文字互动形式召开，公司将针对 2025 年第三季度的经营 成果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 （一）会议召开时间：2025 年 11 月 14 日（星期五）下午 15:00-16:00 会议 ...

Core Viewpoint - Xinke Mobile's stock price has shown fluctuations, with a recent decline of 2.11% and a year-to-date increase of 9.06%, indicating mixed market sentiment towards the company [1][2]. Financial Performance - For the period from January to September 2025, Xinke Mobile reported a revenue of 3.763 billion yuan, reflecting a year-on-year decrease of 9.25% [2]. - The company recorded a net profit attributable to shareholders of -165 million yuan, which represents a year-on-year increase of 2.84% [2]. Stock Market Activity - As of November 4, Xinke Mobile's stock was trading at 6.50 yuan per share, with a market capitalization of 22.222 billion yuan [1]. - The stock experienced a trading volume of 76.2946 million yuan, with a turnover rate of 0.58% [1]. - The net inflow of main funds was 1.1261 million yuan, with large orders accounting for 39.66% of purchases [1]. Shareholder Information - As of September 30, the number of shareholders for Xinke Mobile reached 48,000, an increase of 1.42% from the previous period [2]. - The average number of circulating shares per shareholder was 42,015, which is an increase of 44.23% [2]. Business Overview - Xinke Mobile, established on December 29, 1998, and listed on September 26, 2022, is a high-tech enterprise controlled by a central state-owned enterprise, focusing on mobile communication international standards, core technology research and development, and industrialization [1]. - The company's main business revenue composition includes: integrated mobile communication services (35.01%), system equipment (21.44%), industry-specific network equipment and others (16.24%), antenna feeder equipment (14.09%), indoor distribution equipment (6.58%), mobile communication network operation and maintenance services (5.84%), and other supplementary services (0.80%) [1]. Industry Classification - Xinke Mobile is classified under the Shenwan industry category of communication - communication equipment - communication network devices and components [1]. - The company is associated with several concept sectors, including mid-cap, low-altitude economy, satellite internet, 6G concept, and industrial internet [1].

Core Viewpoint - Xinke Mobile is a significant player in the domestic mobile communication sector, focusing on international standard formulation, core technology research and development, and industrialization, with a strong technical foundation and industry influence [1] Group 1: Business Performance - In Q3 2025, Xinke Mobile achieved a revenue of 3.763 billion yuan, ranking 10th among 36 companies in the industry, below the industry average of 6.434 billion yuan and median of 1.184 billion yuan [2] - The company's net profit for the same period was -193 million yuan, ranking 33rd in the industry, with the industry leader, Zhongji Xuchuang, reporting a net profit of 7.57 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, Xinke Mobile's debt-to-asset ratio was 51.65%, higher than the industry average of 38.12%, but a decrease from 52.74% in the previous year [3] - The gross profit margin for the same period was 23.31%, lower than the industry average of 30.08%, remaining relatively stable compared to 23.39% in the previous year [3] Group 3: Executive Compensation - The chairman, Sun Xiaonan, received a salary of 967,600 yuan in 2024, a decrease of 223,500 yuan from 2023 [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 1.42% to 48,000, with an average holding of 42,000 circulating A-shares, up 44.23% from the previous period [5] - The top circulating shareholder, Southern CSI 500 ETF, held 19.83 million shares, a decrease of 364,800 shares from the previous period [5] Group 5: Analyst Ratings and Business Highlights - Guotai Junan Securities maintained an "accumulate" rating, adjusting the EPS forecast for 2025/2026 to 0.00 (-0.01) and 0.03 (-0.07) yuan, with a new target price of 8.27 yuan [5] - Tianfeng Securities projected net profits for 2025-2027 to be 4.23 million yuan, 140 million yuan, and 258 million yuan respectively, while highlighting growth in system equipment gross margins and significant progress in industry-specific networks [6]

Core Viewpoint - The stock price of Xinke Mobile has experienced fluctuations, with a current decline of 2.07% and a year-to-date increase of 10.91% [1][2]. Group 1: Stock Performance - As of October 31, Xinke Mobile's stock price is 6.61 CNY per share, with a market capitalization of 22.598 billion CNY [1]. - The stock has seen a decrease of 1.05% over the last five trading days, a slight increase of 0.61% over the last 20 days, and a significant increase of 15.76% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Xinke Mobile reported a revenue of 3.763 billion CNY, representing a year-on-year decrease of 9.25%. The net profit attributable to shareholders was -165 million CNY, showing a year-on-year increase of 2.84% [2]. Group 3: Business Overview - Xinke Mobile, established on December 29, 1998, and listed on September 26, 2022, is a high-tech enterprise controlled by a central state-owned enterprise, focusing on mobile communication international standard formulation, core technology research and development, and industrialization [2]. - The company's main business revenue composition includes: integrated mobile communication services (35.01%), system equipment (21.44%), industry private network equipment and others (16.24%), antenna equipment (14.09%), indoor distribution equipment (6.58%), mobile communication network operation and maintenance services (5.84%), and other supplementary services (0.80%) [2]. Group 4: Shareholder Information - As of September 30, 2025, Xinke Mobile had 48,000 shareholders, an increase of 1.42% from the previous period, with an average of 42,015 circulating shares per shareholder, up by 44.23% [2]. - Among the top ten circulating shareholders, the Southern CSI 500 ETF holds 19.8301 million shares, a decrease of 364,800 shares from the previous period, while Hong Kong Central Clearing Limited holds 18.8249 million shares, an increase of 3.2442 million shares [3].