Core Insights - On September 17, 2025, Kangxi Communication executed a block trade of 2.53 million shares, amounting to 27.1469 million yuan, which represented 19.82% of the total trading volume for that day [1]. Trading Details - The transaction price was 10.73 yuan, reflecting a discount of 19.32% compared to the market closing price of 13.3 yuan [1]. - The block trade involved multiple brokerage firms, including Hu Long Securities and Everbright Securities, indicating a diverse participation in the transaction [2].

9月15日康希通信大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 85.00 | 904.40 | 10.64 | -20.30 | 招商证券股份有限公司 | 东方财富证券股份有限公司 | | | | | | 杭州富春路证券营业部 | 拉萨团结路第一证券营业部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为2656.72万元。 证券时报·数据宝统计显示，康希通信今日收盘价为13.35元，上涨0.45%，日换手率为3.33%，成交额为 1.39亿元，全天主力资金净流入347.45万元，近5日该股累计上涨1.29%，近5日资金合计净流出4502.90 万元。 两融数据显示，该股最新融资余额为1.82亿元，近5日减少788.51万元，降幅为4.16%。 据天眼查APP显示，格兰康希通信科技(上海) ...

9月15日，康希通信大宗交易成交85万股，成交额904.4万元，占当日总成交额的6.09%，成交价10.64 元，较市场收盘价13.35元折价20.3%。 | 交易日期 | 证券简称 | 蓬券代码。 | 成交价(元) 成交金额[万元) 成交量(*) 买入营业部 | | | 美出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | | 025-09-15 | 康希通信 | 688653 | 10.64 | 904.4 85 | 招商证券股份有限 | 东方财富证券股份 | 100 | | | | | | | 公司杭州富春路证 AN ARLOL 2011 | 有限公司按萨团结 DAY IN IN MIRRILAR | | ...

Core Viewpoint - 康希通信 is positioned as a leading fabless RF front-end design company, focusing on Wi-Fi RF front-end chips and modules, and has established itself as a preferred supplier in the market through strategic collaborations with major SoC manufacturers like Qualcomm, Broadcom, and MediaTek [1] Group 1: Business Overview - 康希通信's main business revolves around Wi-Fi RF front-end chips and modules, transitioning from independent R&D to partnerships with international SoC manufacturers to explore Wi-Fi communication protocols [1] - The company has achieved a significant milestone, with Wi-Fi 7 sales revenue accounting for over 50% of total Wi-Fi sales revenue in the first half of 2025, surpassing the market penetration rate of Wi-Fi 7 [1] Group 2: Market Position and Orders - 康希通信 has a robust order backlog, with successful market expansion in low-altitude economy drones and the IoT sector, leading to a trend of increasing orders [1] - The company aims to diversify its product offerings and strengthen its upstream and downstream supply chain to enhance its overall competitiveness and achieve sustainable, high-quality growth [1]

Core Points - On September 10, 2023, a block trade of 1.28 million shares of Kangxi Communication was executed at a transaction price of 10.12 yuan, representing a discount of 19.87% compared to the closing price of 12.63 yuan on the same day [2] - The total transaction amount for this block trade was 12.95 million yuan, with both the buyer and seller being the same brokerage, China Merchants Securities Co., Ltd. [2] - Over the past three months, Kangxi Communication has recorded a total of two block trades, amounting to 17.52 million yuan [2] Trading Activity - The closing price of Kangxi Communication on September 10 was 12.63 yuan, with a slight decline of 0.08% [2] - The stock's turnover rate for the day was 2.07%, with a total trading volume of 81.82 million yuan and a net inflow of main funds amounting to 854,600 yuan [2] - In the last five days, the stock has experienced a cumulative decline of 4.39%, with a total net outflow of funds reaching 42.61 million yuan [2] Margin Financing - The latest margin financing balance for Kangxi Communication stands at 196 million yuan, reflecting an increase of 6.60 million yuan over the past five days, which is a growth rate of 3.48% [2]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-10 | 康希通信 | 688653 | 10.12 1295.36 128 | 招商证券股份有限 | 招商证券股份有限 公司上海世纪大道 | | | | | | | 公司上海世纪大道 | | | | | | | | 『十二日本十二 | 「十十年十二十八 | | 9月10日，康希通信大宗交易成交128万股，成交额1295.36万元，占当日总成交额的13.67%，成交价10.12元，较市场收盘价12.63元折价19.87%。 ...

招商证券股份有限公司 关于格兰康希通信科技（上海）股份有限公司 2025 年半年度持续督导跟踪报告 二、保荐机构和保荐代表人发现的问题及整改情况 无。 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》等有关法律、法规的规定，招商证券股份有限公司（以下简称"保荐机构"） 作为格兰康希通信科技（上海）股份有限公司（以下简称"康希通信"、"公司"） 持续督导工作的保荐机构，负责康希通信上市后的持续督导工作，并出具本持续 督导半年度跟踪报告。 | 一、持续督导工作情况 | | --- | | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | 1 | 建立健全并有效执行持续督导工作制度，并 | 保荐机构已建立健全并有效执行了持 | | | 针对具体的持续督导工作制定相应的工作计 | 续督导制度，并制定了相应的工作计 | | | 划 | 划 | | 2 | 根据中国证监会相关规定，在持续督导工作 | 保荐机构已与康希通信签订《保荐协 | | | 开始前，与上市公司或相关当事人签署持续 | 议》，该协议明确了双方在持续督导期 | | | 督导协议，明确双方在持续 ...

Group 1 - The core point of the article highlights the recent decline in the stock price of Kangxi Communication, which fell by 5.01% to 13.27 CNY per share, with a total market capitalization of 5.633 billion CNY [1] - Kangxi Communication Technology (Shanghai) Co., Ltd. specializes in the research, design, and sales of Wi-Fi radio frequency front-end chips and modules, and was established on August 11, 2015, with its listing date set for November 17, 2023 [1] Group 2 - According to data, Qianhai Kaiyuan Fund has a significant holding in Kangxi Communication, with its Qianhai Kaiyuan Quantitative Preferred A Fund (002495) holding 56,600 shares, representing 1.07% of the fund's net value, making it the fifth-largest holding [2] - The Qianhai Kaiyuan Quantitative Preferred A Fund has reported a year-to-date return of 29.03% and a one-year return of 42.21%, ranking 2697 out of 8184 and 3316 out of 7971 in its category, respectively [2] - The fund manager, Lu Qi, has a tenure of 4 years and 240 days, with a total fund asset size of 132 million CNY, while the other manager, Lin Qiaoliang, has a tenure of 3 years and 17 days, managing assets of 1.311 billion CNY [3]

Group 1 - Youyou Food achieved a net profit of 108 million yuan in the first half of 2025, a year-on-year increase of 42.47%, with a revenue of 771 million yuan, up 45.59% [1] - Keda achieved a net profit of 255 million yuan, a year-on-year increase of 16.49%, with a revenue of 2.163 billion yuan, up 14.35% [1] - North Navigation turned a profit with a net profit of 116 million yuan, achieving a revenue of 1.703 billion yuan, a year-on-year increase of 481.19% [1][2] Group 2 - China Satellite Communication reported a net profit of 181 million yuan, a year-on-year decrease of 55.59%, with a revenue of 1.221 billion yuan, up 6.33% [3] - Huqin Technology achieved a net profit of 1.889 billion yuan, a year-on-year increase of 46.3%, with a revenue of 83.939 billion yuan, up 113.06% [4] - Huasen Lithium reported a net loss of 72.739 million yuan, with a revenue of 350 million yuan, up 72.02% [4] Group 3 - Putailai achieved a net profit of 1.055 billion yuan, a year-on-year increase of 23.03%, with a revenue of 7.088 billion yuan, up 11.95% [5] - Suochen Technology reported a net loss of 45.698 million yuan, with a revenue of 57.351 million yuan, up 10.82% [5] - Canqin Technology achieved a net profit of 51.912 million yuan, a year-on-year increase of 51.94%, with a revenue of 287 million yuan, up 52.76% [6] Group 4 - Hengtong achieved a net profit of 99.3648 million yuan, a year-on-year increase of 38.86%, with a revenue of 669 million yuan, down 44.66% [6] - Sanan Optoelectronics reported a net profit of 176 million yuan, a year-on-year decrease of 4.24%, with a revenue of 8.987 billion yuan, up 17.03% [7] - New Dairy achieved a net profit of 397 million yuan, a year-on-year increase of 33.76%, with a revenue of 5.526 billion yuan, up 3.01% [8] Group 5 - Yiling Pharmaceutical achieved a net profit of 669 million yuan, a year-on-year increase of 26.03%, with a revenue of 4.040 billion yuan, down 12.26% [10] - Baosteel achieved a net profit of 4.879 billion yuan, a year-on-year increase of 7.36%, with a revenue of 151.372 billion yuan, down 7.28% [12] - Feikai Materials achieved a net profit of 217 million yuan, a year-on-year increase of 80.45%, with a revenue of 1.462 billion yuan, up 3.8% [13] Group 6 - Lier Chemical achieved a net profit of 271 million yuan, a year-on-year increase of 191.21%, with a revenue of 4.507 billion yuan, up 35.36% [15] - Shaanxi Coal achieved a net profit of 7.638 billion yuan, a year-on-year decrease of 31.18%, with a revenue of 779.83 billion yuan, down 14.19% [16] - Dongfang Materials reported a net profit of 654,400 yuan, a year-on-year decrease of 88.48%, with a revenue of 174 million yuan, down 5.06% [18] Group 7 - Blue Sky Bio achieved a net profit of 26.7163 million yuan, a year-on-year decrease of 8.98%, with a revenue of 652 million yuan, up 7.05% [19] - Shanghai Jiubai achieved a net profit of 23.7897 million yuan, a year-on-year increase of 0.24%, with a revenue of 45.0535 million yuan, down 1.09% [20] - Two Sides Needle reported a net loss of 5.0842 million yuan, with a revenue of 522 million yuan, up 1.02% [21] Group 8 - Shanghai Yashi achieved a net profit of 20.3263 million yuan, a year-on-year increase of 42.56%, with a revenue of 2.044 billion yuan, up 56.75% [23] - Bayi Steel reported a net loss of 697 million yuan, with a revenue of 8.733 billion yuan, down 6.73% [25] - Hongrun Construction plans to repurchase shares worth between 150 million and 300 million yuan [27] Group 9 - Kaile achieved a net profit of 10.9193 million yuan, a year-on-year increase of 280.42%, with a revenue of 137 million yuan, down 17.89% [28] - Jingda achieved a net profit of 306 million yuan, a year-on-year increase of 6.03%, with a revenue of 11.856 billion yuan, up 14.28% [29] - Blue Light Marker reported a net profit of 96.4427 million yuan, a year-on-year decrease of 47.33%, with a revenue of 32.36 billion yuan, up 4.87% [30] Group 10 - KOTAI Power achieved a net profit of 23.994 million yuan, a year-on-year increase of 35.52%, with a revenue of 711 million yuan, up 49.51% [33] - Bo Rui Data reported a net loss of 26.1918 million yuan, with a revenue of 70.1997 million yuan, up 5.19% [34] - Jiuzhoutong achieved a net profit of 1.446 billion yuan, a year-on-year increase of 19.7%, with a revenue of 81.106 billion yuan, up 5.10% [37] Group 11 - Aier Eye Hospital achieved a net profit of 2.051 billion yuan, a year-on-year increase of 0.05%, with a revenue of 11.507 billion yuan, up 9.12% [39] - Nandu Property achieved a net profit of 130 million yuan, a year-on-year increase of 532.87%, with a revenue of 914 million yuan, up 2.75% [41] - Weiyuan reported a net loss of 168 million yuan, with a revenue of 4.601 billion yuan, up 1.82% [42] Group 12 - Zhongke Chuangda achieved a net profit of 158 million yuan, a year-on-year increase of 51.84%, with a revenue of 3.299 billion yuan, up 37.44% [43] - Zhongjuxin reported a net profit of 8.1377 million yuan, a year-on-year decrease of 64.57%, with a revenue of 567 million yuan, up 20.40% [44] - Inspur Information achieved a net profit of 799 million yuan, a year-on-year increase of 34.87%, with a revenue of 80.192 billion yuan, up 90.05% [45] Group 13 - Shenghong Technology achieved a net profit of 2.143 billion yuan, a year-on-year increase of 366.89%, with a revenue of 9.031 billion yuan, up 86.00% [46] - Cambrian achieved a net profit of 1.038 billion yuan, turning a profit, with a revenue of 2.881 billion yuan, up 4347.82% [48] - Longteng Optoelectronics reported a net loss of 121 million yuan, with a revenue of 1.289 billion yuan, down 27.91% [49]

Core Insights - 康希通信 (688653.SH) reported its 2025 semi-annual results on August 27, 2025, highlighting significant institutional investor interest in its A-shares [1] Institutional Holdings - As of August 26, 2025, a total of 10 institutional investors disclosed holdings in 康希通信, with a combined shareholding of 93.68 million shares, representing 22.07% of the company's total equity [1] - The top ten institutional investors include various firms such as 上海乾晓芯企业管理中心 (Limited Partnership) and 东方华宇资本管理有限公司, collectively holding 22.07% of the shares, which is an increase of 1.46 percentage points compared to the previous quarter [1] Public Fund Activity - During this reporting period, one new public fund disclosed its holdings, namely 前海开源量化优选A, while one public fund, 国联安添鑫灵活配置混合A, was no longer disclosed [1]