格隆汇12月17日丨盛路通信(002446.SZ)公布，鉴于公司当前新业务拓展及新基地建设对资金的需求， 为优先保障主营业务稳健发展、新业务有序开拓以及日常生产运营高效运转，并更科学、高效地统筹资 金安排，公司在审慎研究并综合评估经营发展规划与财务状况后，拟将本次回购股份实施期限延长9个 月，延期至2026年9月30日前完成。公司认为，此次延期有助于优化资金配置效率，有力支撑整体经营 发展，在推动公司可持续、稳健前行的同时，更好地维护全体股东的长远利益。除回购股份实施期限延 长外，回购方案的其他内容未发生变化。 ...

太赫兹概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002465 | 海格通 信 | 3.00 | 3.94 | 12256.36 | 10.03 | | 002023 | 海特高 新 | 7.78 | 12.83 | 11848.55 | 9.32 | | 300123 | 亚光科 技 | 5.42 | 19.69 | 4684.51 | 3.03 | | 301517 | 陕西华 达 | 5.64 | 16.78 | 2764.94 | 3.31 | | 601869 | 长飞光 纤 | 1.20 | 2.82 | 1347.13 | 1.41 | | 002413 | 雷科防 务 | 5.90 | 36.29 | 1177.82 | 0.29 | | 002446 | 盛路通 | 1.94 | 5.37 | 864.51 | 2.14 | 资金面上看，今日太赫兹概念板块获主力资金净流出13.12亿 ...

Core Viewpoint - The report highlights significant growth in China's mobile communication base station equipment production, indicating a robust market trend in the telecommunications industry from 2025 to 2031 [1]. Industry Summary - In September 2025, the production of mobile communication base station equipment reached 559,000 RF modules, representing a year-on-year increase of 76.9% [1]. - From January to September 2025, the cumulative production of mobile communication base station equipment totaled 3.758 million RF modules, showing a cumulative growth of 10.9% [1]. Company Summary - Listed companies in the telecommunications sector include ZTE Corporation (000063), Datang Telecom (600198), Xinke Mobile (688387), FiberHome Technologies (600498), Shenglu Communication (002446), *ST Rihai (002313), and Chaoxun Communication (603322) [1]. - The report is published by Zhiyan Consulting, a leading industry consulting firm in China, specializing in in-depth industry research and providing comprehensive consulting services for investment decisions [1].

Core Viewpoint - The company has decided to cancel the joint liability guarantee for a 300 million yuan loan to its subsidiary, changing the loan bank to Industrial and Commercial Bank of China and increasing the loan amount to a maximum of 400 million yuan [1] Group 1 - The subsidiary, Nanjing Shenghengda, has applied for a 400 million yuan project loan from Industrial and Commercial Bank, secured by real estate collateral [1] - The company and its subsidiaries have approved a total guarantee limit of 1.4 billion yuan, which accounts for 56.74% of the net assets as of the end of 2024 [1] - After this guarantee, the cumulative external guarantee balance will be 179 million yuan, representing 7.26% of the total [1]

证券代码：002446 证券简称：盛路通信 公告编号：2025-058 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。 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 ...

证券代码：002446 证券简称：盛路通信 公告编号：2025-057 广东盛路通信科技股份有限公司 关于变更为控股子公司提供担保事项的进展公告 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）变更担保事项概述 广东盛路通信科技股份有限公司（以下简称"公司"）综合考虑控股子公司 南京盛恒达智能科技有限公司（以下简称"南京盛恒达"）项目建设的实际资金 需求及融资成本，经与北京银行股份有限公司南京分行（以下简称"北京银行"） 友好协商后，取消与北京银行 30,000 万元的项目贷款事项，公司在北京银行为 该项目贷款提供的连带责任保证担保随之解除。为保证资金渠道，公司将项目贷 款银行由北京银行变更为中国工商银行股份有限公司南京汉府支行（以下简称 "工商银行"），并将项目贷款金额调整为不超过 40,000 万元。上述具体情况 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相 关公告（公告编号：2023-061、2023-080、2025-048）。 （二）担保额度的审议情况 公司于 2025 年 10 月 ...

证券日报网讯盛路通信（002446）11月25日在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东人数为67633户。 ...

Core Insights - The Terahertz concept sector has seen a rise of 4.47%, ranking fourth among concept sectors in terms of growth [1] - Key stocks within this sector include LeiKe Defense, Tianhai Defense, Tianhe Defense, and Haige Communication, with LeiKe Defense hitting the daily limit up [1][2] Market Performance - The Terahertz sector had a net inflow of 488 million yuan from main funds, with 8 stocks receiving net inflows and 5 stocks exceeding 50 million yuan in net inflow [2] - LeiKe Defense led the net inflow with 341 million yuan, followed by ZTE Corporation, Haige Communication, and Tianhe Defense with net inflows of 223 million yuan, 108 million yuan, and 68 million yuan respectively [2][3] Stock Performance - LeiKe Defense recorded a daily increase of 10.02% with a turnover rate of 9.45% and a net inflow ratio of 44.60% [3] - Other notable performers include ZTE Corporation with a 1.52% increase and a net inflow ratio of 7.07%, and Haige Communication with a 5.74% increase and a net inflow ratio of 6.95% [3][4]

Core Insights - The stock of Shenglu Communication experienced a decline of 0.58% on November 17, with a trading volume of 334 million yuan [1] - The company reported a net financing outflow of 1.3 million yuan on the same day, with a total financing and securities balance of 532 million yuan [1][2] - Shenglu Communication's revenue for the first nine months of 2025 reached 942 million yuan, reflecting a year-on-year growth of 13.03%, while net profit increased by 26.49% to 84.07 million yuan [2] Financing and Margin Trading - On November 17, the financing buy amount was 28.46 million yuan, with a current financing balance of 531 million yuan, accounting for 6.78% of the market capitalization [1] - The financing balance is above the 90th percentile of the past year, indicating a high level of financing activity [1] - The company repaid 59,400 shares in margin trading on the same day, with a remaining margin balance of 406,600 yuan, which is below the 20th percentile of the past year, indicating low short-selling activity [1] Shareholder Structure - As of September 30, the number of shareholders decreased by 13.92% to 67,600, while the average number of circulating shares per person increased by 16.18% to 12,534 shares [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 25.78 million shares, an increase of 14.85 million shares from the previous period [3] - Notable changes in the top ten circulating shareholders include a decrease in holdings by Guangfa Jufeng Mixed A and the entry of Guangfa Advantage Growth Stock A as a new shareholder [3]

证券代码：002446 证券简称：盛路通信 公告编号：2025-056 广东盛路通信科技股份有限公司 2025 年第二次临时股东会决议公告 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。 一、重要内容提示 1、本次股东会无增加、否决或变更议案的情况； 2、本次股东会无涉及变更以往股东会决议的情况； 3、本次股东会以现场表决与网络投票相结合的方式召开。 二、会议召开和出席情况 1、会议召开情况： （1）现场会议时间：2025 年 11 月 14 日 14 点 00 分；网络投票时间：通过 深圳证券交易所交易系统投票的时间为 2025 年 11 月 14 日 9:15-9:25，9:30-11:30， 13:00-15:00；通过深圳证券交易所互联网投票系统投票的时间为 2025 年 11 月 14 日 9:15-15:00 期间的任意时间。 （2）现场会议地点：公司办公楼八楼会议室 （3）会议召开方式：本次股东会采取现场表决与网络投票相结合的方式 （6）本次股东会会议召开符合《中华人民共和国公司法》、《深圳证券交 易所股票上市规则》、《上市公司股东会规则》等有关 ...