广电运通集团股份有限公司 关于控股子公司运通智能股份制改造的公告 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。 证券代码：002152 证券简称：广电运通 公告编号：临 2025-044 经营范围：工程和技术研究和试验发展；计算机软硬件及外围设备制造；计算机软硬件 及辅助设备批发；计算机软硬件及辅助设备零售；自动售货机销售；货币专用设备制造；货 币专用设备销售；计算器设备制造；通用设备制造（不含特种设备制造）；信息系统集成服 务；信息技术咨询服务；软件开发；技术服务、技术开发、技术咨询、技术交流、技术转让、 技术推广；计算机及办公设备维修；安防设备销售；安防设备制造；机械设备租赁；智能机 器人的研发；智能机器人销售；机械电气设备制造；机械电气设备销售；光伏设备及元器件 制造；光伏设备及元器件销售；太阳能发电技术服务；电池销售；储能技术服务；技术进出 口；货物进出口；Ⅱ、Ⅲ类射线装置生产；Ⅱ、Ⅲ类射线装置销售。 广电运通集团股份有限公司（以下简称"公司"）于 2025 年 10 月 10 日召开第七届董 事会第十七次（临时）会议，审议通过了《关于控股子公司运通 ...

证券代码：002152 证券简称：广电运通 公告编号：临 2025-043 广电运通集团股份有限公司 第七届董事会第十七次（临时）会议决议公告 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。 广电运通集团股份有限公司（以下简称"公司"）第七届董事会第十七次（临时）会议 于 2025 年 10 月 10 日以通讯方式召开。召开本次会议的通知及相关资料已于 2025 年 9 月 30 日以电话、电子邮件等方式送达各位董事。2025 年 10 月 10 日，8 位董事均对本次会议 审议事项进行了表决。本次会议的召开符合《公司法》及《公司章程》的有关规定。会议经 审议通过如下决议： 一、审议通过了《关于控股子公司运通智能股份制改造的议案》 为进一步完善治理结构，提升规范运作水平，董事会同意控股子公司广州广电运通智能 科技有限公司进行股份制改造并整体变更为股份有限公司。 表决结果：8 票同意，0 票反对，0 票弃权。 详见公司于 2025 年 10 月 11 日刊登在巨潮资讯网 www.cninfo.com.cn 及《证券时报》《中 国证券报》《上海证券报》《证券日报》 ...

证券日报网讯广电运通（002152）10月10日在互动平台回答投资者提问时表示，2025年9月30日，公司 股东人数为100595户，其中机构投资者6152户。 ...

（文章来源：每日经济新闻） 广电运通（002152.SZ）9月30日在投资者互动平台表示，目前子公司广电五舟不涉及上述产品。 每经AI快讯，有投资者在投资者互动平台提问：请问子公司广电五舟旗下产品中是否有自研OCS光交换 机？ ...

Core Insights - The article highlights the significant growth and opportunities within the semiconductor industry, particularly focusing on companies that are integral to the Huawei HiSilicon ecosystem, which is experiencing a surge in demand for advanced chips and related technologies. Group 1: Key Companies and Their Roles - Longi Technology (600584) is a global leader in packaging and testing, uniquely handling the 4nm Chiplet packaging for Huawei's Kirin X90 chip, which enhances chip performance by three times. The new automotive-grade chip factory is expected to contribute 5 billion yuan in annual revenue, solidifying its dominance in advanced packaging [1]. - Tuo Wei Information (002261) is a major player in the AI server market with over 30% market share, deeply involved in Huawei's AI innovation centers across key sectors. The company has server orders booked until Q1 2026, indicating strong revenue visibility [2]. - Shenzhen Huaqiang (000062) serves as a key distributor for Huawei's entire product line, with a 120% year-on-year increase in sales of the Ascend 910B chip. The company is positioned to benefit from the explosive growth in Huawei's chip shipments [3]. - Chipone Technology (688521) provides essential IP cores for Huawei's Kirin and Ascend AI chips, contributing an estimated 1.5 billion yuan to revenue in 2025, which is over 30% of its total revenue [4]. - Tongfu Microelectronics (002156) is a primary packaging and testing provider for Ascend chips, with a projected 50% growth in AI packaging orders by 2025, benefiting from the mass production of Huawei's Chiplet architecture [5]. Group 2: Emerging Technologies and Market Trends - Runhe Software (300339) is a dual ecosystem partner for HarmonyOS and HiSilicon, with over 40% market share in smart terminal OS adaptation. The company is leveraging its collaboration with Huawei to enhance its product offerings in smart home and vehicle networking [6]. - Zhongke Chuangda (300496) is a core player in automotive-grade solutions, providing algorithm optimization for Huawei's AI chips, with a 61.54% market share in global in-car infotainment systems [7]. - North Huachuang (002371) is a leading equipment supplier for semiconductor manufacturing, providing critical etching and ALD equipment, with 35% of its products compatible with 5nm technology [8]. - Huazheng New Materials (603186) has developed a breakthrough material that replaces traditional substrates, achieving a 45% annual growth in semiconductor materials revenue [9]. - Liyuan Information (300184) has been a long-time agent for Huawei's chips, with a projected net profit increase of 43%-65% in Q1 2025, benefiting from the growing demand in IoT and industrial control sectors [10]. Group 3: Strategic Collaborations and Future Prospects - Skyworth Digital (000810) is a pioneer in implementing Huawei's StarFlash technology, significantly reducing latency in smart home devices, with a projected 200% growth in related orders by 2025 [11]. - Megmeet (002881) is a benchmark partner for Huawei's 5G modules, with a 217% increase in revenue from the new energy vehicle sector, indicating strong growth potential in the 5G and vehicle networking markets [12]. - Guangdian Yuntong (002152) is a leader in financial technology solutions based on Huawei's Ascend chips, with a revenue visibility of 1 billion yuan for 2025, focusing on digital transformation in finance [13]. - Jing Sai Technology is a core supplier of crystal oscillators for Huawei's 5G base station chips, with a 15% revenue contribution from the new energy vehicle sector [14]. - Feirongda (300602) specializes in thermal management solutions for Huawei's chips, with a projected 120% growth in automotive business revenue in 2024 [15].

Group 1 - The core viewpoint of the news is that Guangdian Yuntong's stock performance has shown fluctuations, with a recent decline in share price and mixed capital flow trends [1] - As of September 20, 2025, Guangdian Yuntong reported a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has a diversified revenue structure, with smart devices accounting for 48.34%, operation and maintenance services at 38.95%, and software development and services at 12.71% [2] Group 2 - Guangdian Yuntong has a total market capitalization of 34.271 billion yuan, with a recent trading volume of 415 million yuan and a turnover rate of 1.19% [1] - The company has been listed since August 13, 2007, and is recognized as a leading provider of artificial intelligence solutions in China [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed in the last three years [3]

广电运通（002152.SZ）9月25日在投资者互动平台表示，截至目前，公司持有广电计量8.39%的股权， 并按照权益法进行会计核算。公司对广电计量的投资收益主要来源于其实际经营业绩，二级市场股价波 动不会直接影响公司当期业绩。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司投资广电计量近期股价持续下跌，是否会影响到 公司业绩？ ...

（文章来源：证券日报） 证券日报网讯广电运通9月25日在互动平台回答投资者提问时表示，2025年9月19日，公司股东人数为 103，268户，其中机构投资者6，127户。 ...

债券代码：148730.SZ 债券简称：24 运通 01 债券代码：524288.SZ 债券简称：25 广电运通 K1 广发证券股份有限公司 关于 广电运通集团股份有限公司 修订《公司章程》的受托管理事务临时报告 受托管理人：广发证券股份有限公司 2025 年 9 月 本报告依据《公司债券发行与交易管理办法》《公司债券受托管 理人执业行为准则》《广电运通集团股份有限公司 2024 年面向专业投 资者公开发行公司债券受托管理协议》等相关规定、公开信息披露文 件以及广电运通集团股份有限公司（以下简称"发行人""公司"）出具的 相关说明文件以及提供的相关资料等，由受托管理人广发证券股份有 限公司（以下简称"广发证券"）编制。 本报告不构成对投资者进行或不进行某项行为的推荐意见，投资 者应对相关事宜作出独立判断，而不应将本报告中的任何内容据以作 为广发证券所作出的承诺或声明。在任何情况下，未经广发证券书面 许可，不得将本报告用作其他任何用途。 广发证券股份有限公司关于广电运通集团股份有限公司修订《公司章程》的受托管理事务临时报告 一、公司债券基本情况 （一）24运通01 1、债券名称：广电运通集团股份有限公司2024 ...

Core Viewpoint - Guangdian Yuntong's stock price has shown fluctuations with a year-to-date increase of 21.47%, while recent trading days have seen a slight decline [1] Financial Performance - For the first half of 2025, Guangdian Yuntong achieved a revenue of 5.275 billion yuan, representing a year-on-year growth of 12.07%, while the net profit attributable to shareholders decreased by 6.49% to 466 million yuan [2] - The company has distributed a total of 4.886 billion yuan in dividends since its A-share listing, with 1.49 billion yuan distributed over the last three years [3] Shareholder Structure - As of June 30, 2025, the top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 30.426 million shares, a decrease of 19.297 million shares from the previous period [3] - The Southern CSI 500 ETF increased its holdings by 2.5562 million shares, bringing its total to 18.5247 million shares [3] Market Activity - On September 24, Guangdian Yuntong's stock price rose by 2.05% to 13.92 yuan per share, with a trading volume of 300 million yuan and a turnover rate of 0.88% [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 190 million yuan on February 26 [1]