Core Viewpoint - The company Mengwang Technology (002123.SZ) has stated that it is not currently involved in any business related to 6G technology [1] Group 1 - The company has clarified its position regarding 6G technology, indicating no current involvement in this area [1]

Core Viewpoint - The company, Dream Network Technology (002123.SZ), indicated that its business volume in the United States is relatively small, which has a minimal impact on its financial data [1] Group 1 - The company's operations in the U.S. represent a minor portion of its overall business [1] - The limited U.S. business volume results in negligible effects on the company's financial performance [1]

Core Viewpoint - The company, Mengwang Technology, confirmed that it does not have any direct or indirect stake in Moer Thread as per an inquiry from investors on the interactive platform [2] Group 1 - Investors inquired about the company's involvement with Moer Thread [2] - Mengwang Technology's response indicates no current investment in Moer Thread [2]

Core Viewpoint - The company, Mengwang Technology (002123.SZ), confirmed on October 17 that it is not currently involved in digital currency business [1] Group 1 - Investors inquired about the company's involvement in digital currency [1] - The company responded that it does not engage in this business at the moment [1]

Group 1 - The company has no current involvement in 6G business development [1] - The company responded to investor inquiries regarding potential improvements in profitability due to favorable conditions in the communication industry [1]

格隆汇10月17日｜梦网科技今日在互动平台表示，公司暂无直接或间接参股摩尔线程。 ...

Core Viewpoint - The launch of Apple's iPhone 17 series, featuring eSIM technology, is expected to drive significant growth in international roaming data services, marking a transformative shift in the telecommunications industry [1] Group 1: eSIM Technology Impact - eSIM technology is referred to as an "invisible revolution," enabling seamless device communication and multi-number collaboration [1] - The adoption of eSIM is projected to transition from a technical option to an industry necessity by 2025, with 123 countries and regions already offering eSIM mobile services [1] Group 2: Market Growth - The usage rate of cross-border roaming scenarios is increasing at an annual rate of 30% [1] - DreamNet International Communication has opened channels for wholesale international roaming data cooperation, capitalizing on the growth opportunities presented by eSIM technology [1]

Group 1 - The core point of the news is that DreamNet Technology experienced a decline of 5.07% in its stock price, reaching 12.74 CNY per share, with a trading volume of 255 million CNY and a turnover rate of 2.71%, resulting in a total market capitalization of 10.261 billion CNY [1] - DreamNet Technology, established on November 19, 1998, and listed on March 28, 2007, is based in Shenzhen, Guangdong Province, and specializes in the research, production, and sales of energy-saving high-power power electronic devices [1] - The company's main business revenue composition includes 94.08% from cloud communication services and 5.92% from other cloud-related businesses [1] Group 2 - Among the top circulating shareholders of DreamNet Technology, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 1.4387 million shares in the second quarter, now holding a total of 7.4344 million shares, which accounts for 1.03% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.953 billion CNY, and has achieved a year-to-date return of 27.06%, ranking 1867 out of 4220 in its category; over the past year, it has returned 69.5%, ranking 1280 out of 3814 [2] - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 6 years and 322 days, managing a total fund asset size of 94.976 billion CNY, with the best fund return during the tenure being 137.06% and the worst being -15.93% [3]

Market Overview - On September 18, the communication services sector declined by 2.16%, with significant losses in both online and offline segments [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Stock Performance - Notable gainers in the communication services sector included: - Beiwai Technology (002148) with a closing price of 12.15, up 6.39% [1] - Zhongbei Communication (603220) at 24.79, up 5.80% [1] - ST Xintong (600289) at 6.57, up 4.95% [1] - Major decliners included: - Online and Offline (300959) at 73.50, down 10.37% [2] - Erli San (002467) at 6.88, down 4.58% [2] - Fengzhushou (301382) at 36.97, down 3.47% [2] Capital Flow - The communication services sector experienced a net outflow of 2.507 billion yuan from institutional investors, while retail investors saw a net inflow of 2.243 billion yuan [2] - The table of capital flow indicates that: - Zhongbei Communication had a net inflow of 2.29 million yuan from institutional investors [3] - Super Communication (603322) saw a net inflow of 29.216 million yuan from retail investors [3] - Dream Network Technology (002123) had a net inflow of 16.368 million yuan from institutional investors [3]

证券代码：002123 证券简称：梦网科技 公告编号：2025-083 梦网云科技集团股份有限公司 关于为子公司提供担保的进展公告 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。 一、担保情况概述 梦网云科技集团股份有限公司（以下简称"公司"或"梦网科技"）于 2025 年 6 月 12 日召开第八届董事会第三十八次会议、2025 年 6 月 30 日召开 2025 年 第一次临时股东会审议通过了《关于 2025 年度公司及子公司担保额度预计的议 案》，同意公司为全资、控股子公司（以及子公司之间）提供担保及各子公司为 公司提供担保的总额度预计不超过人民币 250,000 万元，其中向资产负债率为 70%以上的担保对象提供的担保额度不超过 5,000 万元。本次担保额度有效期为 股东会审议通过本事项之日起一年内。在此额度范围内，公司及各子公司因业务 需要办理上述担保范围内业务，无需另行召开董事会或股东大会审议；对超出上 述担保对象及总额范围之外的担保，公司将根据规定及时履行决策和信息披露义 务。 具体内容详见公司于 2025 年 6 月 14 日、2025 年 ...