证券代码：688653 证券简称：康希通信 公告编号：2025-049 格兰康希通信科技（上海）股份有限公司 关于 2025 年员工持股计划第一次持有人会议决议的 公告 为保证公司员工持股计划的顺利实施，保障持有人的合法权益，根据《康希 通信 2025 年员工持股计划管理办法》的有关规定，同意设立公司 2025 年员工持 股计划管理委员会，负责本次员工持股计划的日常监督管理，代表持有人行使股 东权利。管理委员会由 3 名委员组成，设管理委员会主任 1 名。管理委员会委员 的履职期限自当选之日起至本次员工持股计划终止，管理委员会委员发生变动时， 由持有人会议重新选举。 表决结果：同意 569,198 份，占出席持有人会议的持有人所持有效份额总数 的 100%；反对 0 份；弃权 0 份。 二、 审议通过《关于选举公司2025年员工持股计划管理委员会委员的议案》 选举彭雅丽女士、赵奂先生、夏培丽女士为公司 2025 年员工持股计划管理 委员会委员，选举彭雅丽女士为公司 2025 年员工持股计划管理委员会主任，上 述人员任期与本次员工持股计划存续期间一致。 1 / 3 本公司董事会及全体董事保证本公告内容不存在任何 ...

证券代码：688653 证券简称：康希通信 公告编号：2025-048 1 / 2 根据公司《康希通信 2025 年员工持股计划（草案）》，本员工持股计划的 存续期为 48 个月，自本员工持股计划草案经公司股东会审议通过且公司公告最 后一笔标的股票过户至员工持股计划账户之日起计算。存续期满且未展期的，本 员工持股计划自行终止。本员工持股计划所获标的股票分 2 期解锁，解锁时点分 别为自公司公告最后一笔标的股票过户至本员工持股计划账户之日起满 12 个月、 24 个月，每期解锁的标的股票比例分别为 50%、50%，各年度具体解锁比例和 数量根据业绩考核结果计算确定。 公司将持续关注 2025 年员工持股计划的实施进展情况，并按照相关法律法 规的规定及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 格兰康希通信科技（上海）股份有限公司董事会 2025 年 8 月 23 日 格兰康希通信科技（上海）股份有限公司 关于 2025 年员工持股计划非交易过户完成的公告 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。 格兰康希 ...

Core Insights - The company is experiencing significant growth due to the ongoing ramp-up of Wi-Fi 7 orders, indicating a positive outlook for its performance in the second quarter of 2025 [2] - The company plans to disclose its semi-annual report for 2025 on August 27, 2025, which will provide further insights into its financial performance [2] - The company currently has a substantial backlog of orders, with some delivery timelines extending to early 2026 [2]

格隆汇8月13日丨康希通信(688653.SH)在投资者互动平台表示，公司已提前洞察到Wi-Fi HaLow市场爆 发的可能性，并于2023年开始布局相关产品。Wi-Fi HaLow具备以下特点和趋势：1.Wi-Fi HaLow是Wi- Fi联盟推出的针对物联网应用的无线通信标准，基于IEEE 802.11ah标准，在Sub-GHz频段运行，与现有 Wi-Fi设备兼容，提供比传统Wi-Fi远10倍的传输距离、更广的覆盖面积和更宽的覆盖容量，具有远距 离、低功耗、高容量等特点。2.Wi-Fi HaLow技术在智能家居、工业物联网、智慧城市、智慧农业、医 疗健康等多个垂直领域快速渗透。3.2025年，公司Wi-Fi HaLow产品已接到批量订单，并会根据市场需 求进行深入研发与产品升级。 ...

格隆汇8月13日丨康希通信(688653.SH)在投资者互动平台表示，公司已提前洞察到Wi-Fi HaLow市场爆 发的可能性，并于2023年开始布局相关产品。Wi-Fi HaLow具备以下特点和趋势：1.Wi-Fi HaLow是Wi- Fi联盟推出的针对物联网应用的无线通信标准，基于IEEE 802.11ah标准，在Sub-GHz频段运行，与现有 Wi-Fi设备兼容，提供比传统Wi-Fi远10倍的传输距离、更广的覆盖面积和更宽的覆盖容量，具有远距 离、低功耗、高容量等特点。2.Wi-Fi HaLow技术在智能家居、工业物联网、智慧城市、智慧农业、医 疗健康等多个垂直领域快速渗透。3.2025年，公司Wi-Fi HaLow产品已接到批量订单，并会根据市场需 求进行深入研发与产品升级。 ...

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 这一薪酬增长发生于康希通信股价表现不佳的背景之下。2024年全年，康希通信股价累计下跌 36.56%，市值显著缩水，2024年末市值为53.91亿元。 | 序号 | 证券代码 | | 证券名称 | V | 区间涨跌幅 [起始交易日期]2024-0. | 公司市值 [交易日期]2024-12.. | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | [截止交易日期]2024-1 .. | [单位]亿元 | | | | | | | | [复权方式]不复权 | 币种 人民币 | | | | | | | | [单位]% | | | | | 688653.SH | 康希通信 | | > | -36.56 | | 53.91 | 同期公司业绩面临压力，尽管营收5.23亿元，同比增长25.98%，但归属于母公司净利润由盈转亏，录 得-0.76亿元，同比大幅下滑867.30%，显示盈利能力承压。 彭雅丽自2021年11月起担任康希通信财务总监等职务，拥有丰富 ...

Group 1 - Kangxi Communication is expected to see an increase in overseas order volume in Europe and South Asia by the second half of 2025, with gross margins for overseas products significantly higher than domestic ones [1] - The demand for drone products in the low-altitude economy is strong, with the company planning to conduct R&D in 2024 and sample delivery in 2025, having already secured bulk orders [1] - The company's cash flow situation is healthy, and with increasing sales revenue and improved accounts receivable management, operating net cash flow is expected to become even healthier [1] Group 2 - Shenzhen Chip Zhongxin, a strategic investment by the company, is projected to achieve a net profit of over 16 million yuan in 2024, with a single-quarter net profit exceeding 12 million yuan in the first quarter of 2025 [1] - The introduction of Wi-Fi 7 is anticipated to enhance overall gross margins for the company, although price reductions in Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [1]

Group 1 - The core viewpoint is that Kangxi Communication is expected to see an increase in overseas order volume in Europe and South Asia by the second half of 2025, with significantly higher gross margins for overseas products compared to domestic ones [1] - In the low-altitude economy sector, the company has outstanding market demand for drone products scheduled for research and development in 2024 and sample delivery in 2025, having already secured bulk orders [1] - The company's cash flow situation is strong, and with increasing sales revenue and improved accounts receivable management, operational net cash flow is expected to become healthier [1] Group 2 - The strategic investment in Shenzhen Chip Zhongxin is projected to achieve an annual profit of over 16 million yuan in 2024, with a single-quarter net profit exceeding 12 million yuan in the first quarter of 2025 [1] - The introduction of Wi-Fi 7 is anticipated to enhance the overall gross margin for the company, although the price reduction of Wi-Fi 6 products may partially offset this; the company plans to adopt a multi-faceted approach to continuously improve product gross margin levels [1]

Core Viewpoint - As of July 30, 2025, Kangxi Communication's stock price is 12.78 yuan, reflecting a 1.24% decline from the previous trading day, with a trading volume of 100 million yuan [1] Group 1: Company Performance - The company experienced a net outflow of 11.37 million yuan in principal funds, accounting for 0.29% of its market capitalization [1] - Kangxi Communication's main business covers the semiconductor sector, with products applicable in low-altitude economy and vehicle networking [1] - Recent institutional research indicates that the company's drone products have secured bulk orders from leading clients, while its Wi-Fi 7 overseas business has become a growth driver [1] Group 2: Market Trends - Orders from Europe and South Asia have rebounded to levels seen in the first half of 2024, with related product gross margins significantly higher than those in the domestic market [1] - The strategic investment in Chip Middle Chip Company has shown impressive performance, with a quarterly net profit exceeding 12 million yuan [1]

Group 1 - The company is experiencing growth in overseas orders, particularly in Europe and South Asia, with expectations for increased revenue from international markets by the first half of 2024 [2] - The low-altitude economy products are performing well, with significant demand for high-efficiency, high-power drone products, and the company has received bulk orders from leading clients [3] - The company's cash flow is healthy, supported by increasing sales revenue and improved management of accounts receivable [4] Group 2 - Shenzhen Chip Zhongxin, a strategic investment by the company, achieved a profit of over 16 million yuan in 2024 and over 12 million yuan in the first quarter of 2025, with a notable increase in revenue from audio brand clients [5] - The introduction of Wi-Fi 7 is expected to enhance the company's overall gross margin, although there may be some price reductions for Wi-Fi 6 products that could offset this gain [6] - The company's main business involves the research, design, and sales of Wi-Fi RF front-end chips and modules, with a reported revenue of 135 million yuan in Q1 2025, a year-on-year increase of 64.53% [7] Group 3 - Recent institutional ratings indicate one buy rating for the stock in the last 90 days [8] - Financing data shows a net inflow of 13.27 million yuan in the last three months, with an increase in financing balance, while there has been no net inflow in securities lending [9]