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三维通信:2025年上半年,公司卫星通信运营服务业务收入9345.63万元
Zheng Quan Ri Bao Zhi Sheng· 2026-01-29 12:49
Core Viewpoint - The company reported a revenue of 93.4563 million yuan from satellite communication operations in the first half of 2025, marking a year-on-year growth of 12.5% [1] Group 1: Revenue Growth - The company achieved a revenue of 93.4563 million yuan in the first half of 2025, reflecting a 12.5% increase compared to the previous year [1] Group 2: Business Development - The company is enhancing its satellite frequency and resource offerings to build a comprehensive satellite network that meets the growing connectivity demands of customers [1] - The company is increasing its R&D investment in the smart shipping application sector, focusing on innovating and improving the SeaCube platform, which aims to become the core carrier for future intelligent AI applications and data on vessels [1]
三维通信:已形成东南亚、中东及欧美市场协同发展的格局
Zheng Quan Ri Bao· 2026-01-29 12:44
Group 1 - The core viewpoint of the article highlights that Sanwei Communication is solidifying its position in the domestic satellite communication market for merchant ships while accelerating its international expansion [2] - The company is deepening strategic partnerships with globally recognized satellite operators to enhance its satellite network resources worldwide [2] - Sanwei Communication has established a collaborative development pattern across Southeast Asia, the Middle East, and Europe and the United States, with a continuous increase in the scale of services for ocean-going merchant ships [2]
三维通信(002115) - 关于公司财务负责人辞职的公告
2026-01-29 09:00
三维通信股份有限公司 关于公司财务负责人辞职的公告 002115 三维通信股份有限公司 证券代码:002115 证券简称:三维通信 公告编号:2026-013 特此公告。 三维通信股份有限公司董事会 2026 年 1 月 30 日 本公司及董事会全体成员保证信息披露内容的真实、准确和完整,没有虚假 记载、误导性陈述或重大遗漏。 1 三维通信股份有限公司(以下简称"公司")董事会于近日收到公司财务负 责人张晓闯先生提交的书面辞职报告。张晓闯先生因个人原因申请辞去公司财务 负责人职务。辞职后不再担任公司任何职务。 根据《公司法》《深圳证券交易所上市公司自律监管指引第 1 号——主板上 市公司规范运作》《公司章程》等有关规定,张晓闯先生的辞职报告自送达董事 会之日起生效,其辞职不会影响公司相关工作的正常进行。公司董事会将按照法 定程序尽快聘任公司财务负责人。在未聘任新的财务负责人之前,暂由公司总经 理李越伦先生代为行使公司财务负责人职责。 截至本报告披露日,张晓闯先生未持有公司股份,不存在应当履行而未履行 的承诺事项。 ...
三维通信:接受华福证券等投资者调研
Mei Ri Jing Ji Xin Wen· 2026-01-29 08:54
Group 1 - The company Sanwei Communication announced that on January 29, 2026, it will accept investor research from Huafu Securities and other investors, with company representatives participating in the reception and addressing investor inquiries [1] Group 2 - The investigation into the "Jie Wo Rui" redemption crisis on the Shuibei Gold platform reveals a 40-fold leverage bet, indicating that as gold prices rise, the platform incurs greater losses [1] - The platform's owner claims to still be in Shenzhen, while investors report that the proposed redemption plan offers only 20% of the principal, which is deemed unacceptable [1]
三维通信:通信设施运营业务覆盖陕西、浙江、山东、四川、广东、江苏等省份
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 08:23
Core Viewpoint - The company, Sanwei Communication, reported a revenue of 86.6458 million yuan from its communication facility operation business in the first half of 2025, marking a year-on-year growth of 12.59% [1] Group 1: Financial Performance - The revenue from new technology in the communication facility operation business reached 86.6458 million yuan [1] - This represents a year-on-year increase of 12.59% [1] Group 2: Market Position - The company has accumulated over 10,000 existing sites [1] - It ranks among the top in the private third-party tower industry [1] Group 3: Geographic Coverage - The company's coverage includes provinces such as Shaanxi, Zhejiang, Shandong, Sichuan, Guangdong, and Jiangsu [1]
三维通信:海卫通已形成东南亚、中东及欧美市场协同发展的格局
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-29 08:22
Group 1 - The core viewpoint of the article highlights that Sanwei Communication is solidifying its position in the domestic satellite communication market for merchant ships while accelerating its international expansion [1] - The company is deepening strategic partnerships with globally recognized satellite operators to enhance its satellite network resources worldwide [1] - Sanwei Communication has established a collaborative development pattern across Southeast Asia, the Middle East, and Europe and the United States, which is contributing to the continuous growth of services for ocean-going merchant ships [1]
三维通信(002115) - 2026年1月29日投资者关系活动记录表
2026-01-29 08:08
Group 1: Business Development - Haiwei's international business is expanding, focusing on Southeast Asia, the Middle East, and Europe and the US, while maintaining its domestic market position in satellite communication for merchant ships [1] - In the first half of 2025, the company's satellite communication service revenue reached 93.4563 million CNY, a year-on-year increase of 12.5% [1] Group 2: Innovation and Technology - The company is enhancing its satellite frequency resources and developing a comprehensive satellite network to meet increasing customer connectivity demands [1] - Investment in smart shipping applications is ongoing, with the aim of developing the SeaCube platform as a core component of future ship-side AI applications [2] Group 3: Internet Advertising and Marketing - The internet advertising marketing business faced challenges due to rapid media policy changes and market competition, leading to lower gross margins [3] - Measures to improve this situation include enhancing operational service capabilities, increasing the proportion of managed service revenue, and launching the AIGC application platform "Parallel Universe" for intelligent ad placements [3] Group 4: Communication Infrastructure - The communication facilities operation business generated revenue of 86.6458 million CNY in the first half of 2025, reflecting a year-on-year growth of 12.59% [3] - The company has over 10,000 operational sites across various provinces, ranking among the top in the private third-party tower industry [3]
「数据看盘」量化、游资激烈博弈网宿科技,“北向+机构+游资”集体出逃三维通信
Sou Hu Cai Jing· 2026-01-28 10:52
Group 1: Market Overview - The total trading amount for Shanghai Stock Connect today was 185.69 billion, while Shenzhen Stock Connect reached 190.08 billion [2] - The top traded stocks in Shanghai included Zijin Mining at 42.38 billion, followed by Zhaoyi Innovation at 22.70 billion and Lanke Technology at 20.47 billion [3] - In Shenzhen, the leading stock was CATL with a trading amount of 58.28 billion, followed by Sunshine Power at 34.92 billion and Zhongji Xuchuang at 32.50 billion [3] Group 2: Sector Performance - The sectors with the highest gains included non-ferrous metals, oil and gas, and coal, while the sectors with the largest declines were pharmaceuticals and photovoltaics [4] - Non-ferrous metals led the net inflow of funds with 97.43 billion, followed by industrial metals at 56.64 billion and communications at 43.86 billion [5] - The sectors experiencing the most significant net outflows included the new energy sector at -148.23 billion, pharmaceuticals at -80.02 billion, and electronics at -69.15 billion [6] Group 3: Stock-Specific Activity - The stocks with the highest net inflow of funds included N Hengyun at 19.23 billion, China Aluminum at 19.06 billion, and Wangsu Technology at 18.07 billion [7] - Conversely, the stocks with the largest net outflow included BlueFocus at -24.54 billion, Sunshine Power at -16.64 billion, and Kweichow Moutai at -12.71 billion [8] Group 4: ETF Trading - The top ETFs by trading amount included the CSI 300 ETF from Huatai-PB at 40.10 billion, with a 96.09% increase from the previous trading day [9] - The ETF with the highest growth in trading amount compared to the previous day was the CSI 500 ETF from Huatai-PB, which saw an increase of 1,188.46% [10] Group 5: Futures Market - In the futures market, both long and short positions increased for the IH and IF contracts, while both sides reduced positions for the IC and IM contracts, indicating a cautious overall sentiment [11] Group 6: Institutional Activity - Institutional activity showed a decrease, with notable purchases in stocks like Hongjing Technology at 1.45 billion and Jushi Technology at 1.22 billion [12] - The AI application stock Sanwei Communication faced significant selling pressure, with two institutions selling 1.18 billion and the Shenzhen Stock Connect selling 1.19 billion [13] Group 7: Retail Investor Activity - Retail investors were active, with notable transactions in Wangsu Technology, which saw a buy of 3.37 billion from one retail investor and a sell of 2.31 billion from another [15] - Sanwei Communication also experienced significant selling from retail investors, with a sell of 1.01 billion [15]
数据看盘量化、游资激烈博弈网宿科技,“北向+机构+游资”集体出逃三维通信
Sou Hu Cai Jing· 2026-01-28 10:52
Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 375.77 billion, with Zijin Mining and CATL leading in individual stock trading volume. The non-ferrous metals sector saw the highest net inflow of funds, while the CSI 500 ETF experienced a significant increase in trading volume, up 1188% compared to the previous trading day [1][2][5][9]. Group 1: Trading Volume and Stock Performance - The total trading amount for the Shanghai Stock Connect was 185.69 billion, while the Shenzhen Stock Connect totaled 190.08 billion [2]. - Zijin Mining topped the Shanghai Stock Connect with a trading volume of 42.38 billion, followed by兆易创新 (22.70 billion) and 澜起科技 (20.47 billion) [3]. - CATL led the Shenzhen Stock Connect with a trading volume of 58.28 billion, followed by 阳光电源 (34.92 billion) and 中际旭创 (32.50 billion) [3]. Group 2: Sector Performance - The non-ferrous metals, oil and gas, and coal sectors showed the highest gains, while the pharmaceutical and photovoltaic sectors experienced the largest declines [5]. - The non-ferrous metals sector had the highest net inflow of funds, while the electric power sector saw the largest net outflow [5]. Group 3: ETF Trading - The top ETF by trading volume was the CSI 300 ETF from Huatai-PB, with a trading amount of 401.00 billion, reflecting a 96.09% increase [8]. - The CSI 500 ETF from Huaxia saw a remarkable trading volume increase of 1188% compared to the previous trading day, reaching 40.44 billion [9]. Group 4: Institutional and Retail Trading - Institutional trading activity decreased, with notable purchases in stocks like 宏景科技 (1.45 billion) and 巨力索具 (1.22 billion) [12][13]. - Retail trading was active, with significant transactions in 网宿科技, which saw a buy of 3.37 billion and a sell of 2.31 billion from different trading desks [14][15].
量化、游资激烈博弈网宿科技,“北向+机构+游资”集体出逃三维通信!
摩尔投研精选· 2026-01-28 10:51
Core Viewpoint - The article provides an overview of the trading activities in the Shanghai and Shenzhen stock markets, highlighting significant stock transactions, sector performances, and ETF trading volumes, indicating potential investment opportunities and market trends. Group 1: Trading Volume and Key Stocks - The total trading volume for the Shanghai and Shenzhen Stock Connect today reached 375.766 billion, with Zijin Mining and CATL leading in trading volume for Shanghai and Shenzhen respectively [1] - The top ten stocks by trading volume in the Shanghai Stock Connect include Zijin Mining at 4.238 billion, followed by Zhaoyi Innovation and Lanke Technology [3] - In the Shenzhen Stock Connect, CATL topped the list with 5.828 billion, followed by Sunshine Power and Zhongji Xuchuang [4] Group 2: Sector Performance - The non-ferrous metals sector saw the highest net inflow of funds, amounting to 9.743 billion, with a net inflow rate of 2.92% [6] - Other sectors with significant net inflows include industrials and communications, while sectors like electric power and pharmaceuticals experienced notable outflows [5][7] Group 3: ETF Trading - The top ETF by trading volume was the CSI 300 ETF from Huatai-PB, with a transaction amount of 40.1002 billion, reflecting a 96.09% increase from the previous trading day [12] - The CSI 500 ETF from Huaxia saw a remarkable increase of 1188% in trading volume, indicating strong investor interest [13] Group 4: Stock Market Dynamics - Net inflows were observed in stocks such as N Guanyun and China Aluminum, while stocks like BlueFocus and Sunshine Power faced significant outflows [8][9] - The article notes that the trading activity of institutional investors has decreased, with notable purchases in stocks like Hongjing Technology and Jieli Sockets [15][16]