格隆汇1月30日丨合众思壮(002383.SZ)公布，预计2025年归属于上市公司股东的净利润-19,000万元 ～-13,000万元，上年同期-22,225.14万元，扣除非经常性损益后的净利润-22,000万元～-15,000万元。 公司聚焦主责主业，加强资源统筹与配置，在测量测绘、精准农业、海外市场等重点领域进行业务拓 展。在市场竞争加剧的环境下，公司主营业务收入逆势增长。同时，得益于公司降本增效、提升运营效 率的多番举措，盈利能力逐步改善。 ...

每经AI快讯，合众思壮1月30日晚间发布业绩预告，预计2025年归属于上市公司股东的净利润-19000万 元至-13000万元，上年同期归属于上市公司股东的净利润-22225.14万元。业绩变动主要原因是，公司聚 焦主责主业，加强资源统筹与配置，在测量测绘、精准农业、海外市场等重点领域进行业务拓展。在市 场竞争加剧的环境下，公司主营业务收入逆势增长。同时，得益于公司降本增效、提升运营效率的多番 举措，盈利能力逐步改善。公司拟对存货、商誉及应收款项计提减值准备合计9000万元至1.2亿元，具 体金额应以会计师审定的最终金额为准。 每经头条（nbdtoutiao）——核电建设热潮下，设备厂忙到"飞起"！订单已排至2028年，员工三班倒， 产线24小时不停 （记者 张明双） ...

Financial Performance - The company expects a net profit of approximately -19,000万元 for the year 2025, compared to -13,000万元 in the same period last year[2] - The net profit after deducting non-recurring gains and losses is projected to be around -22,000万元, an improvement from -25,635.99万元 year-over-year[3] - Basic earnings per share are estimated at -0.2566元, compared to -0.3002元 in the previous year[3] Impairment and Provisions - The company plans to recognize impairment provisions for inventory, goodwill, and receivables totaling between 90,000万元 and 120,000万元[5] Business Operations - Despite a challenging market environment, the company's main business revenue has shown growth due to enhanced operational efficiency and cost reduction measures[5] - The company is undergoing strategic adjustments and restructuring, which has led to revenue declines in some business units[6] Financial Reporting - The financial data provided is preliminary and subject to final confirmation in the 2025 annual report, highlighting potential investment risks[7]

证券日报网讯1月23日，合众思壮（002383）在互动平台回答投资者提问时表示，公司在卫星定位芯片 核心技术，包含卫星信号接收、处理、解算等方面具有深厚的积累，应用场景非常丰富。目前，公司未 开展宇航芯片相关具体业务。 ...

（文章来源：证券日报） 证券日报网讯 1月23日，合众思壮在互动平台回答投资者提问时表示，关于公司的核心技术和产品请参 阅公司披露的定期报告。 ...

Group 1 - The event "Digital Intelligence Empowering Ecology 'Supply' Sharing New Future" was held in Chongming, Shanghai, focusing on regional development and capital market empowerment for the real economy [1][2] - Key stakeholders, including government officials and representatives from listed companies, participated in discussions on regional development, policy support, and innovative investment relations management [1] - The "Top 100 Secretaries" award ceremony recognized 200 outstanding secretaries and 10 excellent secretary teams, highlighting the importance of the capital market and the role of secretaries [1] Group 2 - A sub-forum on equity mergers and acquisitions provided a platform for companies to showcase their core advantages and link industry resources [2] - Several listed companies, including Huayou Cobalt and Dongxin Technology, participated in a roadshow, attracting over a hundred institutional professionals to facilitate efficient connections between listed companies and capital [2] - The event was co-hosted by Shenzhen Yao Research Technology Co., Chongming District Supply and Marketing Cooperative, and Shanghai Dongtan Construction Group, with support from Suzhou Investment Relations Technology Co. [2]

Investment Rating - The communication industry is rated as "Cautiously Optimistic" with a focus on operators with sustained profit growth and enhanced network value, as well as companies benefiting from traffic growth and continuous technological innovation [5][37]. Core Insights - The communication sector showed a 0.77% increase from January 12 to January 16, 2026, outperforming the CSI 300 index by 1.34 percentage points, ranking 7th among 30 sectors [2][12]. - The report highlights the strategic significance of industrial internet platforms in reshaping the manufacturing system and enhancing supply chain resilience and security [3][33]. - The goal for industrial internet platforms by 2028 includes establishing over 450 high-quality platforms, connecting 120 million devices, and achieving a penetration rate exceeding 55% [4][34]. Summary by Sections Communication Industry Market Review - The communication sector's cumulative increase for 2026 is 2.39%, ranking 16th among the primary sectors [2][12]. - The sector includes 119 listed companies, with 54 experiencing price increases and 64 seeing declines during the review period [13]. - The TTM PE ratio for the communication sector is 26.95, positioned at the 37.25 percentile [14]. Industry News - A new satellite constellation plan has been submitted to the ITU, proposing nearly 200,000 satellites, significantly surpassing existing projects [17][18]. - The industrial internet platform development action plan aims to enhance the quality and application of platforms, marking a shift from merely building platforms to strengthening and utilizing them [3][34]. Investment Recommendations - The report suggests maintaining a cautiously optimistic stance, focusing on operators with ongoing profit growth, companies benefiting from traffic and computing network growth, and those with strong core competitiveness through continuous innovation [5][37].

Core Viewpoint - The shared economy sector experienced a decline of 0.89% on January 20, with significant losses led by Hezhong Shizhuang [1] Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% [1] - The Shenzhen Component Index closed at 14155.63, down 0.97% [1] Capital Flow - The shared economy sector saw a net outflow of 1.187 billion yuan from main funds, while retail investors contributed a net inflow of 998 million yuan [1] - Speculative funds recorded a net inflow of 189 million yuan into the shared economy sector [1]

Core Viewpoint - The company emphasizes the potential of high-precision satellite positioning technology in the commercial aerospace sector, particularly for satellite launch, orbit, control, and recovery, but currently lacks specific collaborations or orders [1] Group 1: Company Insights - The company has stated that its products have not yet engaged in specific collaborations within the commercial aerospace field [1] - There are currently no existing orders or intention orders for the company's products [1] - The company will closely monitor the development and business opportunities of satellite navigation and positioning technology in the aerospace sector [1]

Core Viewpoint - The company emphasizes the potential of high-precision satellite positioning technology in the commercial aerospace sector, particularly for satellite launch, orbit, control, and recovery services [1] Group 1: Company Insights - The company has not yet engaged in specific collaborations or secured any existing or intended orders related to its products in the aerospace sector [1] - The company will closely monitor the development and business opportunities of satellite navigation and positioning technology in the aerospace field [1]