Core Viewpoint - A-shares experienced a volatile trading session with the Shanghai Composite Index initially dropping over 1% before recovering to close up 1.14% [1] Market Performance - The Shanghai Composite Index rose by 1.14%, the Shenzhen Component Index increased by 2.25%, and the ChiNext Index surged by 3.82% [1] - Over 2,800 stocks in the market saw gains, with total trading volume reaching 3 trillion yuan [1] Sector Highlights - Semiconductor and CPO concepts showed strong performance, with Tianfu Communication hitting a 20% limit up, and several other stocks like Broadcom Integration, Star Semiconductor, Changfei Optical Fiber, and Woge Optoelectronics also reaching their daily limit [1] - The satellite internet sector was active, with stocks such as Sanwei Communication, Wantong Development, and Xingwang Yuda hitting their daily limit [1] - Other sectors with notable gains included glass fiber, consumer electronics, securities, photovoltaic equipment, copper cable high-speed connections, F5G, millimeter wave, and laser radar concepts [1] Underperforming Sectors - Sectors that experienced declines included automotive services, real estate services, liquor, pharmaceuticals, education, electricity, and textile and apparel [1]

Group 1 - The 6G concept is gaining initial strength in the market, with several companies experiencing significant stock price increases [1] - Companies such as Sanwei Communication, China Satellite, and Tongyu Communication have reached their daily price limit [1] - Other companies including Chuangyuan Xinke, Xinke Mobile-U, China Satellite Communications, Xinwei Communication, Jinxin Nuo, and Shenglu Communication also saw stock price increases [1]

Group 1 - The core point of the news is that Zhejiang Sanwei Equity Investment Management Co., Ltd. has pledged a total of 10.6 million shares of Sanwei Communication, accounting for 1.31% of the total share capital [1] - As of the announcement date, the total pledged shares by Zhejiang Sanwei Equity Investment Management Co., Ltd. have reached 23.6 million, which is 44.17% of its total holdings [1] - The cumulative pledged shares of the top ten shareholders of Sanwei Communication after this pledge are detailed in the accompanying chart [1] Group 2 - Sanwei Communication's financial data for the first half of 2025 shows a main revenue of 4.41 billion yuan, a year-on-year decrease of 24.91% [3] - The net profit attributable to the parent company for the same period is 2.62 million yuan, down 24.18% year-on-year, while the non-recurring net profit is -5.28 million yuan, an increase of 44.23% year-on-year [3] - In Q2 2025, the company reported a single-quarter main revenue of 2.12 billion yuan, a year-on-year decrease of 30.75%, and a net profit attributable to the parent company of 1.30 million yuan, an increase of 110.46% year-on-year [3] Group 3 - The main business of Sanwei Communication includes communication services and internet marketing services [4] - The communication business primarily provides mobile communication network equipment and system solutions to operators and industry clients, including wireless coverage, wireless networks, and satellite communication [4] - The internet marketing business encompasses internet advertising services, self-media operations, and game promotion and cooperation [4]

Core Viewpoint - The company reported a revenue of 4.41 billion yuan for the first half of 2025, focusing on optimizing operational strategies and expanding market presence despite challenges [1] Group 1: Satellite Communication Business - The satellite communication service revenue reached 93.46 million yuan, contributing significantly to the company's overall growth [2] - The subsidiary, Haiwei Tong, is expanding its commercial satellite network capabilities to meet increasing customer demands [2] - The recent issuance of satellite internet licenses by the Ministry of Industry and Information Technology is expected to boost domestic low-orbit satellite deployment and market demand [2] Group 2: Tower and Operations Revenue - The tower and operations revenue grew by 12.59%, with the subsidiary, Xinzhan Technology, achieving a revenue of 86.65 million yuan [3] - The company has over 10,000 communication tower sites, enhancing asset management and operational efficiency through a new information management system [3] - International expansion efforts have been initiated, with market research completed in Malaysia and Indonesia [3] Group 3: Edge Computing and AI Integration - The company is positioning itself as a key player in edge computing infrastructure, which is becoming increasingly important for AI applications [4] - The communication rooms are expected to serve as critical nodes in the national computing network, offering shared edge infrastructure and intelligent computing services [4] Group 4: Overseas Business Growth - The overseas communication business generated 238.13 million yuan, maintaining steady growth [5] - The company is enhancing its competitive edge by focusing on market and product management capabilities, particularly in Europe and North America [5] - New product testing and market promotion efforts are underway, with high-power wireless coverage products gaining customer interest [5] Group 5: Future Outlook - The company plans to focus on core strategic customer needs and accelerate the conversion of commercial opportunities into orders for sustained overseas growth [6]

002115 三维通信股份有限公司 为充分尊重投资者，提升交流的针对性，现就公司 2025 年半年度业绩说明 会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 9 月 2 日(星期二)15:00 前访问(http://ir.p5w.net/zj/)，进入问题征集专 题页面进行提问。公司将在本次半年度业绩说明会上对投资者普遍关注的问题进 行回答。 欢迎广大投资者积极参与本次业绩说明会。 特此公告。 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：2025－031 三维通信股份有限公司 关于举办 2025 年半年度业绩说明会的公告 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。 三维通信股份有限公司(以下简称"公司")已于 2025 年 8 月 27 日在巨潮资 讯网（http://www.cninfo.com.cn）披露 2025 年半年度报告，为便于投资者进 一步了解公司经营情况，公司将于 2025 年 9 月 3 日(星期三)15:30-16:30 在全 景网举行 2025 年半年度业绩说明会，本次 ...

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。 三维通信股份有限公司（以下简称"公司"）于近日接到公司持股 5%以上 的股东浙江三维股权投资管理有限公司（以下简称"三维股权"）的通知，据悉 三维股权将其所持有的公司部分股份办理了质押与解除质押手续，具体事项如下： 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：2025-030 三维通信股份有限公司 关于持股 5%以上股东部分股份质押及解除质押的公告 一、股东股份质押及解除质押的基本情况 | | 是否为控 东及其一 致行动人 | 数量 | 比例 | 比例 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 三维股权 | 股股东或 第一大股 是 | 本次解除 质押股份 7,450,000 | 占其所 持股份 13.94% | 占公 司总 股本 0.92% | 起始日 2022-10-12 | 解除日期 2025-08-26 | 质权人 国泰海 通证券 股份有 限公司 | 1、股东股份解除质押基本 ...

Group 1 - The core point of the article is that Sanwei Communication (SZ 002115) held its 16th meeting of the 7th board of directors on August 25, 2025, to review the agenda including the 2025 semi-annual report and its summary [1] - For the first half of 2025, the revenue composition of Sanwei Communication is as follows: Internet information services accounted for 90.27%, communication equipment manufacturing accounted for 4.81%, communication technology services accounted for 4.08%, and other businesses accounted for 0.84% [1] Group 2 - The pet industry is experiencing a significant boom, with a market size of 300 billion yuan, leading to a surge in stock prices for related listed companies [1]

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：2025－028 三维通信股份有限公司 三维通信股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开第七 届董事会第十六次会议审议通过了《关于修订<公司章程>的议案》。同意对《公 司章程》相关条款进行修改，议案尚需提交股东大会审议通过。 一、《公司章程》修订情况 根据《中华人民共和国公司法》《中华人民共和国证券法》《深圳证券交易 所股票上市规则》《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》等相关法律法规、规范性文件的最新规定，结合公司的实际情况， 为进一步完善公司治理，公司拟不再设置监事会与监事，由董事会审计委员会行 使监事会职权，同时废止《监事会议事规则》。在公司监事会不再设置前，公司 第七届监事会将依照法律、法规和现行《公司章程》等有关规定继续履行相应的 职责。 关于修订《公司章程》的公告 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。 基于上述情况，公司拟对《公司章程》相应条款进行修订，具体修订内容对 照如下： | 修 ...

非经营性资金占用及其他关联资金往来情况汇总表 | 编制单位：三维通信股份有限公司 | | | | | | | | | | 单位：人民币万元 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 非经营性资金占用 | 资金占用方名称 | 占用方与上市公司 的关联关系 | 上市公司核算的会 计科目 | 2025年期初 占用资金余额 | 2025年度占用累计 发生金额 （不含利息） | 2025年度占用资金 的利息 （如有） | 2025年度偿还累计 发生金额 | 2025年期末 占用资金余额 | 占用形成原因 | 占用性质 | | 控股股东、实际控制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小 计 | - | - | - | | | | | | | - | | 前控股股东、实际控制人及其附属企业 | | | | | | | | | | 非经营性占用 | | 小 计 | - | - | - | | | | | | | - | | 其他关联方及其附属企业 | | | | | | | | | | ...

三维通信股份有限公司 2025 年半年度财务报告 三维通信股份有限公司 2025 年半年度财务报告 2025 年 8 月 27 日 1 三维通信股份有限公司 2025 年半年度财务报告 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：三维通信股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 884,604,507.21 | 736,828,968.04 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | 217,580,305.74 | 209,834,466.89 | | 衍生金融资产 | | | | 应收票据 | 2,068,210.72 | 5,295,915.18 | | 应收账款 | 634,755,099.99 | 743,931,701.27 | | 应收款项融资 | 159,976.42 | 771,278.74 | | ...