移为通信公告，2025年上半年营业收入3.6亿元，同比下降24.62%；净利润3102万元，同比下降 68.57%。公司计划不派发现金红利，不送红股，不以公积金转增股本。 ...

上海移为通信技术股份有限公司 2025 年半年度报告全文 上海移为通信技术股份有限公司 2025 年半年度报告 2025-047 2025 年 7 月 31 日 1 上海移为通信技术股份有限公司 2025 年半年度报告全文 第一节 重要提示、目录和释义 公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容 的真实、准确、完整，不存在虚假记载、误导性陈述或者重大遗漏，并承担 个别和连带的法律责任。 公司负责人廖荣华、主管会计工作负责人贺亮及会计机构负责人(会计主 管人员)雷强声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年报的董事会会议。 本报告中如有涉及未来的计划、业绩预测等方面的内容，均不构成本公 司对任何投资者及相关人士的承诺，投资者及相关人士均应对此保持足够的 风险认识，并且应当理解计划、预测与承诺之间的差异。 本公司提请投资者认真阅读本半年度报告全文，并特别关注本报告第三 节 "管理层讨论与分析"之第十小节"公司面临的风险和应对措施"中描述 的公司在经营中可能存在的风险及应对措施。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 2 | 目录 | ...

金融界消息 截至2025年7月30日收盘，移为通信（300590）报收于12.94元，下跌1.75%，换手率 2.28%，成交量8.08万手，成交金额1.05亿元。 通过天眼查大数据分析，上海移为通信技术股份有限公司共对外投资了11家企业，参与招投标项目25 次，知识产权方面有商标信息14条，专利信息200条，此外企业还拥有行政许可10个。 来源：金融界 移为通信最新一期业绩显示，截至2025一季报，公司营业总收入1.57亿元、同比减少26.12%，归属净利 润978.63万元，同比减少72.38%，扣非净利润678.62万元，同比减少80.08%，流动比率9.571、速动比率 7.505、资产负债率8.75%。 天眼查商业履历信息显示，上海移为通信技术股份有限公司，成立于2009年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本45988.0712万人民币，实缴资本 22290.6848万人民币。公司法定代表人为廖荣华。 资金流向方面，今日主力资金净流出1121.21万元，占比成交额10.7%。其中，超大单净流入24.72万 元、占成交额0.24%，大单净流出1145.9 ...

移为通信最新一期业绩显示，截至2025一季报，公司营业总收入1.57亿元、同比减少26.12%，归属净利 润978.63万元，同比减少72.38%，扣非净利润678.62万元，同比减少80.08%，流动比率9.571、速动比率 7.505、资产负债率8.75%。 天眼查商业履历信息显示，上海移为通信技术股份有限公司，成立于2009年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本45988.0712万人民币，实缴资本 22290.6848万人民币。公司法定代表人为廖荣华。 金融界消息 截至2025年7月29日收盘，移为通信（300590）报收于13.17元，上涨0.61%，换手率 2.71%，成交量9.59万手，成交金额1.25亿元。 资金流向方面，今日主力资金净流出1675.56万元，占比成交额13.37%。其中，超大单净流出1005.72万 元、占成交额8.03%，大单净流出669.84万元、占成交额5.35%，中单净流出流出553.37万元、占成交额 4.42%，小单净流入2228.93万元、占成交额17.79%。 通过天眼查大数据分析，上海移为通信技术股份有限公司共 ...

Market Overview - The Shanghai Composite Index closed at 3609.71 points, above the annual line, with a change of 0.33% [1] - The total trading volume of A-shares reached 18293.09 billion yuan [1] Stocks Breaking Annual Line - A total of 26 A-shares have surpassed the annual line today, with notable stocks including Sinochem International, Dier Laser, and Blue Arrow Electronics, showing divergence rates of 8.45%, 4.04%, and 2.76% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Weimob Communication, Huaibei Mining, and Tongxiang Technology [1] Top Stocks by Divergence Rate - The top three stocks with the highest divergence rates are: - Sinochem International: 10.10% increase, latest price 4.25 yuan, divergence rate 8.45% [1] - Dier Laser: 4.31% increase, latest price 60.98 yuan, divergence rate 4.04% [1] - Blue Arrow Electronics: 2.94% increase, latest price 21.68 yuan, divergence rate 2.76% [1] Additional Notable Stocks - Other notable stocks with significant performance include: - Guangfeng Technology: 3.97% increase, latest price 15.72 yuan, divergence rate 2.62% [1] - Foster: 10.04% increase, latest price 14.69 yuan, divergence rate 2.44% [1] - I Love My Home: 2.56% increase, latest price 3.21 yuan, divergence rate 2.39% [1]

近期，公司及全资子公司上海移为通信技术（香港）有限公司（以下简称"移 为香港"）、深圳移航通信技术有限公司（以下简称"深圳移航"）、合肥移顺 信息技术有限公司（以下简称"合肥移顺"）合计使用 19,249.30 万元进行了理 财，现将具体情况公告如下： 证券代码：300590 证券简称：移为通信 公告编号：2025-043 上海移为通信技术股份有限公司 关于理财产品到期赎回及继续使用闲置募集资金和自有资金进行现金管理 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。 上海移为通信技术股份有限公司（以下简称"移为通信"或"公司"）于 2025 年 4 月 23 日召开的第四届董事会第十一次会议、第四届监事会第九次会议 以及 2025 年 5 月 15 日召开的 2024 年度股东大会审议通过了《关于使用部分闲 置募集资金和自有资金进行现金管理额度的议案》，同意公司及全资子公司在确 保不影响募集资金投资项目建设、不影响正常经营及确保资金安全的情况下，在 审批有效期内任一时点交易金额不超过人民币 12 亿元的资金进行现金管理，其 中，闲置募集资金在任一时点交易 ...

Core Viewpoint - The company, Weimob Communication, indicated that its business rhythm in the first half of the year was disrupted by tariff factors, leading to short-term market fluctuations. However, positive signals regarding market demand for the second half of the year were received through on-site visits and in-depth communication with customers, suggesting an overall improving trend [1]. Group 1 - The company's business rhythm was affected by tariff factors in the first half of the year [1] - The company is facing certain market fluctuations in the short term [1] - Positive signals for market demand in the second half of the year were identified through customer engagement [1]

Group 1: Financial Performance - The company achieved a revenue of 360 million yuan in the first half of 2025, representing a nearly 25% year-on-year decline [2] - The net profit attributable to shareholders is estimated to be between 29.61 million yuan and 39.48 million yuan, reflecting a year-on-year decrease of 60% to 70% [2] - The decline in revenue led to a gross profit drop of over 50 million yuan, while expenses increased by nearly 20 million yuan due to heightened sales and R&D investments [2] Group 2: Market Conditions and Challenges - Global economic slowdown has affected key sales regions such as North America and Europe, with weakened growth momentum [2] - Tariff impacts and geopolitical conflicts have caused significant disruptions, leading to customer order delays and a cautious market outlook [2] - Despite relocating some production capacity to Indonesia and Vietnam, the company still faces 30% to 40% tariff fluctuations on exports, which has led North American clients to adopt a wait-and-see approach [7] Group 3: Strategic Initiatives and Future Outlook - The company plans to fully release overseas production capacity in the second half of 2025 to mitigate tariff pressures [4] - New national standards for electric two-wheelers will be implemented on September 1, 2025, which is expected to drive the transition from "transportation tools" to "smart terminals" [5] - The company is actively expanding into AI technology applications, focusing on visual algorithms and developing products for advanced driver assistance systems (ADAS) and driver monitoring systems (DMS) [6] Group 4: R&D and Product Development - The company has invested 100 million yuan to establish a wholly-owned subsidiary focused on integrating R&D and capital for new technology and product incubation [4] - Ongoing projects include dual-mode vehicle terminals with satellite communication capabilities, high-precision inertial navigation systems, and emergency call terminals that have passed certification [6] - The company is also exploring the AI toy market through its new subsidiary, leveraging existing AI algorithms and hardware experience [7]

卫星化学：上半年净利润预增31.32%-53.20% 7月15日晚，卫星化学（002648）发布2025年半年度业绩预告，公司预计上半年实现归属于上市公司股 东的净利润27亿元至31.5亿元，同比增长31.32%-53.20%；预计实现扣除非经常性损益后的净利润28.52 亿元至33.02亿元，同比增长27.65%-47.79%。 资料显示，卫星化学成立于2005年8月，主营业务是(聚)丙烯、丙烯酸及酯、乙二醇、环氧乙烷、环氧 丙烷和聚乙烯等产品的生产和销售。 所属行业：基础化工–化学原料–其他化学原料 中国核建：累计新签合同871.49亿元 7月15日晚，中国核建（601611）发布公告称，截至2025年6月，公司累计实现新签合同871.49亿元，累 计实现营业收入531.84亿元。 资料显示，中国核建成立于2010年12月，主营业务是核电工程建设及工业与民用工程建设。 所属行业：建筑装饰–基础建设–基建市政工程 资料显示，怡球资源成立于2001年3月，主营业务是利用所回收的各种废旧铝资源，进行分选、加工、 熔炼等工序，生产出再生铝合金产品。 所属行业：有色金属–工业金属–铝 光库科技：上半年净利润预增60 ...

Performance Forecast - The company forecasts a net profit attributable to shareholders of approximately 29.61 million to 39.48 million yuan, representing a decline of 60% to 70% compared to the same period last year, where the profit was 98.69 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be between 18.72 million and 28.08 million yuan, a decrease of 70% to 80% from the previous year's 93.60 million yuan [1] Revenue and Profitability - The company achieved an operating revenue of nearly 360 million yuan during the reporting period, reflecting a year-on-year decline of nearly 25% [1] - The decrease in operating revenue led to a reduction in gross profit by over 50 million yuan [1] - The comprehensive gross profit margin for the first half of 2025 is approximately 41%, which has remained relatively stable over recent years [1] Factors Affecting Performance - Multiple factors contributed to the decline in revenue, including negative impacts from global trade, trade frictions, seasonal and cyclical demand fluctuations from major clients, and the upgrade and replacement of new products [1] - Increased costs were noted due to new project development, rising labor costs in marketing and R&D, and financial expenses related to exchange rate fluctuations [2]