Core Insights - The military electronics sector experienced a slight increase of 0.36% on September 16, with Shenglu Communication leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Stock Performance - The following stocks in the military electronics sector showed notable performance: - Gan Guo Communication (002446) closed at 9.02, up 5.99% with a trading volume of 813,700 shares and a transaction value of 717 million [1] - Guoguang Electric (688776) closed at 90.20, up 4.90% with a trading volume of 45,300 shares and a transaction value of 40.417 million [1] - Jinxin Nuo (300252) closed at 16.19, up 4.32% with a trading volume of 1,581,300 shares and a transaction value of 257.7 million [1] Capital Flow - The military electronics sector saw a net outflow of 597 million from institutional investors, while retail investors contributed a net inflow of 533 million [2][3] - The following stocks had significant capital flow: - Huafeng Technology (688629) had a net inflow of 101 million from institutional investors, while retail investors had a net outflow of 14.2 million [3] - Guoguang Electric (688776) experienced a net inflow of 44.17 million from institutional investors, but a net outflow of 31.33 million from retail investors [3]

Group 1 - The company has made initial research and development achievements in the 6G technology field, specifically in Ku/Ka band active phased array antennas, millimeter-wave radar, and reconfigurable metasurface array antennas [1] - The company plans to continue exploring the realization of industrialization in these areas [1]

Core Viewpoint - The company has made initial research and development progress in the 6G technology field, specifically in Ku/Ka band active phased array antennas, millimeter-wave radar, and reconfigurable metasurface array antennas [2] Group 1 - The company is exploring the industrialization of its 6G technology advancements [2] - The company expressed gratitude for investor interest in its developments [2]

关于公司与罗剑平、郭依勤相关诉讼进展的公告 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。 一、诉讼背景情况 证券代码：002446 证券简称：盛路通信 公告编号：2025-042 广东盛路通信科技股份有限公司 （一）事实情况及纠纷原因 广东盛路通信科技股份有限公司（以下简称"公司"）分别于 2020 年 5 月 18 日召开了第四届董事会第二十一次会议和 2020 年 8 月 19 日召开了 2020 年第 一次临时股东大会，审议通过了《关于出售深圳市合正汽车电子有限公司 100% 股权暨关联交易的议案》，同意公司向罗剑平、郭依勤转让所持深圳市合正汽车 电子有限公司（以下简称"合正电子"）100%股权、公司享有的对罗剑平、郭依 勤的业绩补偿权利以及公司对合正电子享有的全部债权。 上述交易对价共计为 48,000 万元，其中，公司持有合正电子 100％股权的交 易对价为 4,800 万元，公司享有的对罗剑平、郭依勤的业绩补偿权利作价为 14,000 万元，公司对合正电子债权的交易对价为 29,200 万元。 （二）提起诉讼情况 1、经公司反复调查、追缴、诉讼、 ...

Core Viewpoint - 盛路通信's stock price has shown significant growth this year, with a year-to-date increase of 36.03% and a recent 5-day increase of 4.82% [1] Financial Performance - For the first half of 2025, 盛路通信 reported revenue of 614 million yuan, representing a year-on-year growth of 9.10% [2] - The net profit attributable to shareholders for the same period was 57.55 million yuan, reflecting a year-on-year increase of 16.02% [2] Stock Market Activity - As of September 11, 盛路通信's stock was trading at 8.91 yuan per share, with a market capitalization of 8.156 billion yuan [1] - The stock experienced a trading volume of 314 million yuan and a turnover rate of 4.22% [1] - The net outflow of main funds was 2.1 million yuan, with large orders showing a buy-sell ratio of 22.47% to 23.12% [1] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 1.86% to 78,600, while the average circulating shares per person increased by 1.89% to 10,789 shares [2] - The company has cumulatively distributed 109 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] Major Shareholders - The top circulating shareholders include 前海开源公用事业股票, holding 15.56 million shares, and 前海开源新经济混合A, holding 11.70 million shares [3] - 香港中央结算有限公司 increased its holdings by 1.32 million shares, while 广发聚丰混合A reduced its holdings by 1.36 million shares [3]

Group 1 - The company Guangdong Shenglu Communication Technology Co., Ltd. approved a share repurchase plan to buy back A-shares through the Shenzhen Stock Exchange for employee stock ownership or equity incentive plans [1] - The total amount for the repurchase is set between 142.90 million yuan and 285.80 million yuan, with a maximum repurchase price of 10.85 yuan per share [1] - The funding sources for the repurchase include self-owned funds and special loans for stock repurchase, with a duration of twelve months from the board's approval date [1] Group 2 - As of August 31, 2025, the company has repurchased a total of 4.6083 million shares, accounting for 0.49% of the total share capital, with a total payment of 49.9999 million yuan [1] - The repurchase price has not exceeded the upper limit, and the operation complies with regulations and the repurchase plan [1] - The company will continue to repurchase shares based on market conditions and will disclose progress in accordance with regulations [1]

Group 1 - The company, Shenglu Communication, announced on the evening of September 1 that it has repurchased a total of 1,000,000 shares through a special securities account via centralized bidding, which accounts for 0.11% of the company's current total share capital [2]

Core Viewpoint - Shenglu Communication (002446.SZ) announced a share buyback program, indicating a strategic move to enhance shareholder value through repurchasing shares in the market [1] Summary by Relevant Categories Company Actions - The company has repurchased a total of 1,000,000 shares, which represents 0.11% of its total share capital [1] - The buyback was conducted through a special securities account via centralized bidding [1] Financial Details - The highest transaction price during the buyback was 7.36 yuan per share, while the lowest was 7.2 yuan per share [1] - The total amount spent on the buyback reached 7.260298 million yuan, excluding transaction fees [1]

广东盛路通信科技股份有限公司 关于回购股份的进展公告 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：002446 证券简称：盛路通信 公告编号：2025-041 一、回购股份的基本情况 广东盛路通信科技股份有限公司（以下简称"公司"）于 2025 年 1 月 3 日召 开的第六届董事会第十四次会议，审议通过了《关于回购公司股份方案的议案》， 同意公司通过深圳证券交易所系统以集中竞价交易方式回购公司已发行的部分 人民币普通股（A 股），回购股份拟用于实施员工持股计划或股权激励计划。本 次回购的资金总额不低于人民币 14,290 万元（含）且不超过人民币 28,580 万元 （含），回购价格不超过人民币 10.85 元/股（含），具体的回购资金总额、回购数 量及占公司总股本比例以回购实施完毕时公司的实际回购情况为准。本次回购资 金来源为公司自有资金及股票回购专项贷款资金，回购股份的实施期限为自公司 董事会审议通过本次回购方案之日起十二个月内。具体内容详见公司在巨潮资讯 网（www.cninfo.com.cn）等指定信息披露媒体上披露的《关于回购公司股份 ...

财报体检工具显示：建议关注公司应收账款状况(年报归母净利润为负) | 基金筒称 | 基金代码 | 持有股数 | 持仓变动 | 数据来源 | | --- | --- | --- | --- | --- | | 汇安信泰稳健一年持有期混合A | 012479 | 2.70万股 | 新进十大 | 2025基金半年报 | | 鹏华中证1000增强ETF | 560590 | 2.52万股 | 新进十大 | 2025基金半年报 | 据证券之星公开数据整理，近期盛路通信(002446)发布2025年中报。截至本报告期末，公司营业总收入 6.14亿元，同比上升9.1%，归母净利润5754.62万元，同比上升16.02%。按单季度数据看，第二季度营 业总收入3.35亿元，同比上升18.1%，第二季度归母净利润3246.9万元，同比上升113.25%。本报告期盛 路通信公司应收账款体量较大，当期应收账款占最新年报营业总收入比达85.28%。 本次财报公布的各项数据指标表现尚佳。其中，毛利率30.28%，同比减11.16%，净利率9.26%，同比增 5.63%，销售费用、管理费用、财务费用总计6073.07万元，三费占营收比9. ...