格隆汇1月29日丨盛路通信(002446.SZ)发布2025年度业绩预告，报告期内，归属于上市公司股东的净利 润5,800万元–8,200万元，上年同期亏损7.49亿元；扣除非经常性损益后的净利润3,800万元–5,700万元， 上年同期亏损7.66亿元；基本每股收益0.06元/股–0.09元/股。 报告期内，公司2025年度预计业绩较上年同期实现扭亏为盈，主要原因如下：1、2025年，公司持续巩 固市场竞争优势，通信设备产品订单逐步交付落地，营业收入稳定增长。2、2024年，公司微波电子行 业客户业务规模出现了大幅下滑，且客户自研增加、外协采购缩量，导致微波电子业务订单落地不达预 期、毛利率下降。经具有相关资格的会计师事务所及评估机构审核评估后，确认商誉等资产减值8.11亿 元，从而导致公司2024年归母净利润和扣非后净利润为负值。2025年，公司经营业绩不再受商誉减值等 因素影响，公司预计2025年度经营业绩实现扭亏为盈，且同比出现较大幅度增长。 ...

证券代码：002446 证券简称：盛路通信 公告编号：2026-008 广东盛路通信科技股份有限公司 关于公司为全资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、担保情况介绍 （一）担保额度的审议情况 广东盛路通信科技股份有限公司（以下简称"公司"）于 2025 年 4 月 22 日 召开的第六届董事会第十五次会议、第六届监事会第十一次会议，以及于 2025 年 5 月 20 日召开的 2024 年年度股东会，审议通过了《关于公司及下属子公司向 银行申请综合授信额度暨为全资子公司提供担保的议案》，同意公司及下属子公 司向银行等金融机构申请敞口金额不超过 342,000 万元（含本数）的综合授信额 度，公司为全资子公司广东盛路通信有限公司（以下简称"盛路有限"）向银行 申请不超过 80,000 万元（含本数）的综合授信额度提供担保，公司为盛路有限 担保的综合授信额度包含在前述 342,000 万元（含本数）的综合授信额度中。 公司为盛路有限向银行申请综合授信额度提供担保的有效期均为自 2024 年 年度股东会审议通过之日起十二个月 ...

证券代码：002446 证券简称：盛路通信 公告编号：2026-009 公司与会计师事务所就本次业绩预告有关事项进行了初步沟通，双方不存 在重大分歧。本次业绩预告相关的财务数据未经会计师事务所审计。 三、业绩变动原因说明 报告期内，公司 2025 年度预计业绩较上年同期实现扭亏为盈，主要原因 如下： 广东盛路通信科技股份有限公司 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。 一、本期业绩预计情况 1、业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日 | 项目 | 本报告期 | | | 上年同期 | | | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | 盈利：5,800 | 万元–8,200 | 万元 | 亏损：74,944.59 | 万元 | | 扣除非经常性损益后 的净利润 | 盈利：3,800 | 万元–5,700 | 万元 | 亏损：76,566.74 | 万元 | | 基本每股收益 | 盈利：0.06 | 元/股–0.09 | 元/股 ...

Investment Rating - The report maintains an "Overweight" rating for the low-altitude economy sector [3]. Core Insights - The low-altitude economy index increased by 3.70% this week, with a relative increase of 4.32%, and the average daily trading volume was 365.3 billion yuan, indicating a decrease in trading volume compared to the previous week [3][11]. - The top five performing stocks this week were Beimo Gaoke, Xinwei Communication, Hangfa Power, Chaojie Co., and Baowu Magnesium, while the bottom five were Haige Communication, Shenglu Communication, Xiaopeng Motors-W, Lais Information, and Guangqi Technology [4][16]. Industry Dynamics - Blue Sky Aviation launched the world's first 800V aviation range extender, which significantly enhances the eVTOL range to over 1000 kilometers [19]. - An eVTOL test flight and operation seminar was held in Chengdu, focusing on various aspects of the eVTOL industry, including compliance verification and pilot training [19]. - A successful fire rescue test using drones was conducted in Shenzhen, demonstrating the capability to deliver water from heights exceeding 300 meters [19]. - The RX1E-A received production certification, marking the beginning of mass production for this electric light sport aircraft [20]. Policy Dynamics - The Dongguan Transportation Bureau is seeking public opinion on a draft for the development of low-altitude economic transportation infrastructure, proposing a comprehensive infrastructure system [21]. - The Shanghai Municipal Government released interim measures for the safety management of civil unmanned aerial vehicles, which will take effect on February 1 [21][22]. Company Dynamics - Eve Air Mobility completed a $150 million five-year debt financing, increasing its total funding to $1.2 billion, aimed at eVTOL technology development and FAA certification, targeting commercialization by 2028 [23].

证券日报网讯 1月27日，盛路通信在互动平台回答投资者提问时表示，在6G领域，公司在K/Ka波段有 源相控阵天线、可重构超表面阵列天线方面取得初步研发成果；同时，公司依托毫米波通信及有源相控 阵等技术，推进卫星通信方向的产业化探索。 （编辑 王雪儿） ...

证券日报网讯 1月27日，盛路通信在互动平台回答投资者提问时表示，公司在微波电子领域紧密围绕现 代信息化作战需求，技术发展主要沿着"多功能集成、系统小型化、核心芯片自主化、射频前端模块 化"四大方向推进。 （编辑 王雪儿） ...

证券日报网讯1月27日，盛路通信（002446）在互动平台回答投资者提问时表示，公司在卫星通信领域 及手机直连卫星天线技术方面目前尚处于产业化探索阶段，后续会重点推进相关客户合作并积极挖掘市 场机遇。 ...

（文章来源：证券日报） 证券日报网讯 1月27日，盛路通信在互动平台回答投资者提问时表示，2024年度公司微波电子业务实现 营业收入46815.47万元，占公司总营业收入的43.27%。 ...

证券日报网讯1月27日，盛路通信（002446）在互动平台回答投资者提问时表示，2025年上半年，公司 微波电子业务实现营业收入28722.49万元，占公司总营业收入的46.77%；有关2025年全年的经营业绩情 况，敬请留意公司后续披露的定期报告。 ...

Market Overview - The market experienced a rebound with all three major indices rising, driven by strength in the semiconductor industry and precious metals [1] - Notable stocks included Dongxin Co. and Kangqiang Electronics, both hitting the daily limit, while Huahong Company rose over 7% to reach a new high [1] - The trading volume for the day was 2.92 trillion [1] Key Highlights Domestic Chips - The domestic chip sector saw significant gains, with stocks like Electric Science Chip, Dongxin Co., and Yaxiang Integration hitting the daily limit [4] - Microsoft announced the launch of its next-generation AI chip, Maia200, which reportedly improves performance by 30% per dollar compared to the latest hardware [4] - Samsung proposed a price increase of over 80% for LPDDR chips in Q1, with SK Hynix's increase around 100%, impacting Apple's supply chain [4] Semiconductor Pricing Trends - According to招商证券, the supply-demand gap is driving storage product prices up, with DRAM contract prices expected to increase by 55-60% and Server DRAM prices by over 60% in Q1 2026 [6] - The forecast for NAND Flash products indicates a price increase of 33-38% [6] - The localization rate of semiconductor manufacturing equipment in China is currently low, with projections to reach 30% by 2026 [6] Optical Communication - The optical communication sector rebounded, with stocks like Zhongci Electronics and Kecuan Technology hitting the daily limit [7] - Demand for optical modules remains strong, driven by increased capital expenditures from major North American cloud providers, with a projected total exceeding $380 billion for 2025 [9] Photovoltaic Sector - The photovoltaic sector strengthened in the afternoon, with companies like Saiwu Technology and Zhengtai Power seeing significant gains [10] - Elon Musk announced plans to achieve 200 GW of solar manufacturing capacity in the U.S. within three years, indicating a strong future demand for solar technology [12] Stock Performance - Key stocks in the semiconductor and optical communication sectors showed substantial gains, with Dongxin Co. and Shengke Communication both rising by 20% [18] - The overall market sentiment reflects a positive outlook for sectors related to AI, storage, and renewable energy technologies [18]