（编辑 王雪儿） 证券日报网讯 1月30日，海格通信在互动平台回答投资者提问时表示，二级市场股价受多重因素综合影 响。公司管理层始终关注公司股价表现，并对未来发展充满信心。公司将持续聚焦主业，努力提高经营 水平，改善经营质效，提升公司内在价值回报投资者信任。未来公司将以多种方式持续维护投资者权 益，增强市场信心、促进资本市场积极健康发展。 ...

智通财经APP讯，海格通信(002465.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损 7亿元至7.9亿元;扣除非经常性损益后的净亏损7.8亿元至8.7亿元。 ...

Group 1 - Yuehongyuan A announced the transfer of 45% equity in Hongxi Mining for 22.37 million yuan, aiming to optimize its business and promote transformation, expecting a positive impact on financial results with an estimated gain of over 22 million yuan [2] - Wanhua Chemical plans to increase capital by 19.086 billion yuan to its wholly-owned subsidiary Wanhua Olefins, consolidating its carbon two industry operations to enhance competitiveness [3] - Huayou Cobalt signed a cooperation framework agreement to build an integrated battery industry chain project in Indonesia, aiming to establish the country as a production base for electric vehicle batteries [4] Group 2 - Gansu Energy reported that the first batch of wind turbines for its 1 million kW green electricity aggregation pilot project has been connected to the grid, contributing to over 10% of the company's expected installed capacity by the end of 2025 [5] - Lingyi Zhizao completed the acquisition of 35% equity in Liminda for 875 million yuan, gaining control over 52.78% of voting rights, making Liminda a subsidiary [6] - Tianqi Lithium's third-phase expansion project for chemical-grade lithium concentrate produced its first batch of qualified products, enhancing raw material supply for its lithium chemical production bases [7] Group 3 - Ecovacs expects a net profit of 1.7 billion to 1.8 billion yuan for 2025, a year-on-year increase of 110.90% to 123.30% due to product upgrades and cost optimization [9] - Cambrian anticipates a turnaround with a net profit of 1.85 billion to 2.15 billion yuan for 2025, a significant increase in revenue driven by operational improvements [10] - China Southern Airlines expects a net profit of 800 million to 1 billion yuan for 2025, recovering from a loss of 1.696 billion yuan in the previous year [11] Group 4 - Shandong Gold forecasts a net profit of 4.6 billion to 4.9 billion yuan for 2025, a year-on-year increase of 56% to 66% due to improved production efficiency and rising gold prices [16] - Perfect World expects a net profit of 720 million to 760 million yuan for 2025, recovering from a loss of 1.288 billion yuan, driven by successful game launches and cost reductions [17] - CICC anticipates a net profit of 8.542 billion to 10.535 billion yuan for 2025, a year-on-year increase of 50% to 85% due to strong performance in investment banking and wealth management [18] Group 5 - *ST Songfa expects a net profit of 2.4 billion to 2.7 billion yuan for 2025, recovering from a loss of 76.64 million yuan, attributed to a major asset restructuring [19] - New Hope predicts a net loss of 1.5 billion to 1.8 billion yuan for 2025, down from a profit of 473.6 million yuan, impacted by fluctuations in the pig market [20] - 360 expects a net profit of 213 million to 318 million yuan for 2025, turning around from a loss, driven by increased investment income from equity method accounting [21]

Core Viewpoint - The company, Haige Communication, anticipates a significant net loss for the fiscal year 2025, projecting a loss between 700 million to 790 million yuan, with a loss of 780 million to 870 million yuan when excluding non-recurring gains and losses [1] Group 1: Financial Performance - The expected net loss for 2025 is attributed to delays in contract signing due to industry client adjustments and cyclical fluctuations, leading to a decrease in revenue scale [1] - The company plans to recognize impairment losses totaling approximately 220 million yuan for goodwill and about 250 million yuan for receivables, which will further impact the net profit for the period [1] Group 2: Investment and Development - To enhance its competitive edge, the company is increasing its investment in future business development, focusing on emerging fields such as chips, satellite internet, Beidou, intelligent unmanned systems, low-altitude economy, robotics, embodied intelligence, brain-computer interfaces, smart wearables, and 6G technology [1] - The total research and development expenditure for the year is projected to be around 930 million yuan, alongside efforts to expand into international markets and significantly develop the civilian market [1]

证券代码：002465 证券简称：海格通信 公告编号：2026-010 号 经营合同公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 一、合同签署概况 广州海格通信集团股份有限公司（以下简称"公司"）近期收到与特殊机构 客户签订的订货合同（以下简称"合同"），合同总金额约 3.35 亿元人民币。 二、交易对手方介绍 合同交易对方为特殊机构客户，公司在按行业管理规定履行了必要的审批程 序，并得到行业主管部门的批准下，豁免披露交易对方的具体情况。 特殊机构客户与公司不存在关联关系，且具有良好的信用，合同款项一般为 专款，具备履约能力。 三、合同的主要内容 1. 合同标的：主要为无线通信、北斗导航及配套产品等。 2. 合同金额：约 3.35 亿元人民币。 广州海格通信集团股份有限公司 4. 合同的履行期限：合同供货时间为 2026 年相应月份，具体时间按照合同规 定执行。 5. 其他：合同条款中已对支付方式、质量保证、质量监督与检验验收、技 术服务、合同变更与解除、违约责任和合同纠纷的处理等条款作出了明确的规定。 四、合同对公司的影响 1. 合同总金额约 3.3 ...

Core Viewpoint - Haige Communication (002465.SZ) has signed a contract with a special institutional client, amounting to approximately 335 million RMB, which will positively impact the company's revenue and operating profit [1] Group 1 - The total contract value is approximately 335 million RMB [1] - The contract primarily involves wireless communication, Beidou navigation, and supporting products [1] - The execution of the contract will have a positive effect on the company's operating income and operating profit [1] Group 2 - The contract does not affect the company's business independence [1] - The company's main business will not become dependent on the execution of this contract [1]

Core Viewpoint - The company, Haige Communication, expects a net profit loss of 700 million to 790 million yuan for the fiscal year 2025, a significant decline from a profit of 53.14 million yuan in the same period last year [2] Group 1: Financial Performance - The primary reason for the expected loss is the delay in contract signing due to industry client adjustments and cyclical fluctuations, leading to a decrease in revenue scale [2] - The company plans to recognize impairment losses totaling approximately 220 million yuan for goodwill and about 250 million yuan for receivables, based on prudence principles and relevant accounting standards [2] Group 2: Investment and R&D - To enhance its competitive edge, the company is increasing its investment in future business development, focusing on emerging fields such as chips, satellite internet, Beidou, intelligent unmanned systems, low-altitude economy, robotics, embodied intelligence, brain-computer interfaces, smart wearables, and 6G technology [2] - The total R&D expenditure for the year is approximately 930 million yuan, reflecting the company's commitment to expanding its international market presence and aggressively developing the civilian market [2]

每经AI快讯，有投资者在投资者互动平台提问：公司与海格通信的控股股东均为广州数字科技集团。 请问公司与海格通信是否有合作，技术和市场是否互补？ （文章来源：每日经济新闻） 广哈通信（300711.SZ）1月29日在投资者互动平台表示，公司与海格通信存在少量业务往来，日常关联 交易金额较小。具体情况请参阅公司公告。 ...

Core Viewpoint - General aviation concept stocks have declined, with Aerospace Electronics dropping over 6%, and Haige Communication, China Satellite, and Zhongke Star Map each falling over 3% [1] Group 1: Market Performance - General aviation-related ETFs have decreased nearly 3% [1] - Specific ETF performance includes: - General Aviation ETF (563320) down 2.98% to 1.237 - Southern General Aviation ETF (159283) down 2.89% to 1.277 - Penghua General Aviation ETF (563870) down 2.79% to 0.977 - General Aviation ETF Fund (561660) down 2.72% to 1.357 [2] Group 2: Industry Outlook - The low-altitude economy is recognized as a strategic emerging industry in government work reports and is a crucial part of China's transportation network planning [2] - Various government levels have introduced numerous supportive policies to promote the low-altitude economy [2] - The market potential for China's drone low-altitude market is expected to exceed 3.1 trillion yuan by 2035, with the eVTOL market projected to surpass 500 billion yuan [2]

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].