北斗星通公告，预计2025年度归属于上市公司股东的净利润为-29000万元至-23000万元，上年同期 为-34974.13万元。报告期内，公司聚焦智能位置数字底座和陶瓷元器件主业，构建"云芯一体"模式，抢 抓市场机遇，归母净利润实现减亏。主要因割草机、智能驾驶、消费类电子等领域需求扩张，芯片模组 与天线产品线收入增长，战略并购深圳天丽推动天线业务车载应用；但受商誉减值约1.5亿元、研发投 入增加及特种装备业务收缩影响，整体利润仍亏损。 ...

Core Viewpoint - Beidou Star Communication (002151.SZ) expects a net loss of 290 million to 230 million yuan in 2025, with a non-recurring net loss of 350 million to 290 million yuan [1] Group 1: Business Focus and Performance - The company focuses on the smart positioning digital base and ceramic components, constructing a "cloud-core integration" model to seize market opportunities, resulting in a reduction of net profit loss [1] - Rapid expansion in demand from emerging fields such as lawn mowers, smart driving, and consumer electronics has led to significant revenue growth in the company's core product lines of chip modules and antennas, contributing to profit increase [1] - Strategic acquisition of Shenzhen Tianli has enabled the company to advance its antenna business in automotive applications, increasing revenue and profit [1] Group 2: Reasons for Profit Loss - The main reason for the profit loss is the planned goodwill impairment of approximately 150 million yuan, based on the current market environment and accounting standards, following a cautious principle [1] - The company continues to increase investment in cloud-core integration, with total R&D expenditure for the year amounting to approximately 430 million yuan [1] - The company has actively reduced its special equipment business, resulting in a significant decline in revenue compared to the same period last year, leading to substantial net profit loss [1]

北斗星通公告，预计2025年度净利润为负值，预计亏损2.9亿元至2.3亿元。公司归母净利润实现减亏， 主要得益于新兴领域需求扩张及战略并购深圳天丽带来的收入增长。但受商誉减值约1.5亿元、研发投 入增加及特种装备业务收缩等因素影响，全年仍面临较大亏损压力。 ...

北斗星通(002151.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为-29,000万元 至-23,000万元，上年同期为-34,974.13万元。报告期内，公司聚焦智能位置数字底座和陶瓷元器件主 业，构建"云芯一体"模式，抢抓市场机遇，归母净利润实现减亏。主要因割草机、智能驾驶、消费类电 子等领域需求扩张，芯片模组与天线产品线收入增长，战略并购深圳天丽推动天线业务车载应用；但受 商誉减值约1.5亿元、研发投入增加及特种装备业务收缩影响，整体利润仍亏损。 ...

证券代码：002151 证券简称：北斗星通 公告编号：2026-007 北京北斗星通导航技术股份有限公司 | 项 目 | | 本报告期 | | | 上年同期 | | --- | --- | --- | --- | --- | --- | | 归属于上市公司 | | -29,000 | ～ | -23,000 | -34,974.13 | | 股东的净利润 | 比上年同 期增长 | 17.08% | ～ | 34.24% | | | 扣除非经常性损 | | -35,000 | ～ | -29,000 | -41,661.69 | | 益后的净利润 | 比上年同 期增长 | 15.99% | ～ | 30.39% | | | 基本每股收益 （元/股） | | -0.53 | ～ | -0.42 | -0.65 | 二、与会计师事务所沟通情况 公司已就本次业绩预告情况与年报审计会计师事务所进行预沟通，公司与会计师事务 所对于本次业绩预告不存在分歧。本次业绩预告未经会计师事务所审计。 2025 年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性 陈述或重大遗漏。 重要提示： ...

Group 1 - The core viewpoint of the news highlights the positive developments in the commercial aerospace sector, with multiple companies making progress towards IPOs and significant advancements in rocket launch capabilities [1] - Five key enterprises focused on launch vehicles are now actively pursuing the title of "first commercial aerospace stock," indicating a competitive landscape in the industry [1] - The investment opportunities in commercial aerospace can be categorized into three main tracks: the first focuses on launch and manufacturing, the second on core components and systems, and the third on downstream applications and operational services [1] Group 2 - As of January 22, 2026, the China Satellite Industry Index (931594) has seen a strong increase of 3.92%, with notable gains in constituent stocks such as XW Communication (up 10.64%) and China Satcom (up 7.89%) [2] - The Satellite ETF Penghua (563790) closely tracks the China Satellite Industry Index, which includes 50 companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing [2] - By December 31, 2025, the top ten weighted stocks in the China Satellite Industry Index accounted for 63.64% of the index, indicating a concentration of investment in key players like China Satellite and Aerospace Electronics [2]

1月22日，北斗星通盘中上涨2.04%，截至09:58，报47.55元/股，成交5.73亿元，换手率2.76%，总市值 258.15亿元。 资金流向方面，主力资金净流入2705.86万元，特大单买入7792.91万元，占比13.59%，卖出3953.74万 元，占比6.89%；大单买入1.11亿元，占比19.40%，卖出1.23亿元，占比21.37%。 北斗星通今年以来股价涨4.67%，近5个交易日跌9.13%，近20日涨38.03%，近60日涨54.68%。 今年以来北斗星通已经5次登上龙虎榜，最近一次登上龙虎榜为1月15日。 资料显示，北京北斗星通导航技术股份有限公司位于北京市海淀区丰贤东路7号北斗星通大厦南二层， 成立日期2000年9月25日，上市日期2007年8月13日，公司主营业务涉及芯片及数据服务、导航产品、陶 瓷元器件、汽车电子。主营业务收入构成为：产品销售95.95%，服务收入4.04%，系统应用0.01%。 北斗星通所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：单车概念、航天装 备概念、短报文概念、卫星导航、北斗导航等。 截至9月30日，北斗星通股东户数11.10万，较 ...

Group 1 - A total of 98 stocks appeared on the weekly trading list, with 57 showing net purchases from the Shenzhen Stock Connect [1] - The top three stocks with the highest net purchases were Beidouxingtong (44,983.31 thousand yuan), Zhongwen Online (42,164.30 thousand yuan), and Guojijinggong (33,457.52 thousand yuan) [1] - The average increase for stocks with net purchases was 9.48%, outperforming the Shanghai Composite Index, which fell by 0.45% [1] Group 2 - The stock with the largest increase was Yidian Tianxia, which saw a cumulative rise of 54.34% during the week [1] - There were 41 stocks with net sales, with the highest net sales recorded for Jinfeng Technology (40,416.88 thousand yuan) and Leike Defense (39,765.77 thousand yuan) [1][4] - The stocks with significant net sales experienced varying degrees of price changes, with some showing declines of over 26% [4] Group 3 - The trading data indicates a high turnover rate for several stocks, with Zhongwen Online reaching 144.14% and Tongyu Communications at 130.27% [1] - The stocks with net purchases generally showed positive performance, while those with net sales tended to decline [1][4] - The overall market sentiment reflected a mixed performance, with certain sectors benefiting from increased investment while others faced selling pressure [1][4]

Core Viewpoint - Beidou Star Communication experienced a significant block trade on January 16, with a transaction volume of 38,400 shares and a transaction value of 2.1953 million yuan, indicating a premium of 14.50% over the closing price of the day [2][3] Group 1: Trading Activity - The block trade involved a transaction price of 57.17 yuan per share, which is higher than the closing price of 49.93 yuan [2][3] - The buyer was Lianchu Securities Co., Ltd. Zhejiang Branch, while the seller was Huayuan Securities Co., Ltd. Guangdong Branch [2][3] Group 2: Stock Performance - On the same day, Beidou Star Communication's stock closed at 49.93 yuan, down 4.59%, with a turnover rate of 16.58% and a total transaction amount of 3.741 billion yuan [2] - The stock experienced a net outflow of 648 million yuan in main funds for the day, with a cumulative decline of 17.91% over the past five days and a total net outflow of 1.378 billion yuan [2] Group 3: Financing Data - The latest financing balance for Beidou Star Communication is 1.704 billion yuan, which has increased by 114 million yuan over the past five days, representing a growth rate of 7.16% [3] - The company was established on September 25, 2000, with a registered capital of 542.91 million yuan [3]

1月16日，北斗星通大宗交易成交3.84万股，成交额219.53万元，占当日总成交额的0.06%，成交价57.17元，较市场收盘价 49.93元溢价14.5%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2026-01-16 | 002151 | 北斗星通 | 57.17 | 3.84 | | 219.53 联储证券股份有限 | 华源证券股份有限 | | | | | | | | 公司浙江分公司 | 公司广东分公司 | ...