Core Viewpoint - The company, Weiyu Communication, has clarified that it is currently not involved in the fields of controllable nuclear fusion and satellite aviation [1] Group 1 - The company has made a public statement on its current business focus [1]

Group 1 - The company has a significant portion of its products that support multiple global satellite positioning systems, including Beidou, GPS, Glonass, and Galileo [2] - Several products that support satellite communication are currently in testing and are expected to be launched and promoted soon [2]

Core Viewpoint - The company, Weimob Communication, has confirmed that it is currently not involved in the fields of controllable nuclear fusion and satellite aviation [1] Group 1 - Investors inquired about the applicability of the company's products in controllable nuclear fusion and satellite aviation [1] - The company responded on November 26, indicating no current involvement in these sectors [1]

Group 1: Financial Performance - In the first three quarters of 2025, the company achieved revenue of 582.31 million yuan, a year-on-year decrease of 16.06% [2] - In Q3 alone, revenue was 222.34 million yuan, showing a quarter-on-quarter growth of 9.44% [2] - Net profit attributable to shareholders was 30.61 million yuan in Q3, reflecting a quarter-on-quarter increase of 44.14% [2] Group 2: Business Operations - The company is experiencing a gradual recovery in performance, with production capacity from factories in Vietnam and Indonesia being released [2] - The digital transformation in traditional industries is creating significant growth potential for the IoT sector, with emerging business areas like video vehicle networking and animal traceability management showing good sales growth [3] Group 3: Market Strategy - The company has established a global presence with offices in North America, Europe, and regions along the Belt and Road, covering over 140 countries and territories [3] - The strategy focuses on "localized service + efficient supply chain" to enhance global market competitiveness [3] Group 4: Future Plans - The company is considering implementing a stock incentive plan to attract and retain talent, which will be evaluated for long-term stability [3] - Plans to expand overseas market share are in place, leveraging core advantages in ODM and JDM sectors [3]

Group 1: Strategic Transformation - The company is transitioning from a "terminal provider" to a "solution provider," with significant progress in digital transformation and industrial internet platform development in collaboration with FAW Jiefang [2] - Solutions have been implemented in Saudi Arabia for school bus tracking management, indicating a commitment to expanding business boundaries through innovative solutions [2] Group 2: Revenue and Market Performance - The company's two-wheeler IoT products have started shipping, aligning with the new national standards effective from September 1, 2025, with ongoing monitoring of market dynamics during the transitional period [3] - Revenue from South America, Oceania, and domestic markets has increased year-on-year, with notable growth in Brazil and Turkey, as well as new customer development in Algeria [3] Group 3: Financial Position and Future Plans - The company has a strong cash flow and is focusing on its core IoT terminal products and solutions, with no current plans for entering robotics or quantum communication sectors [3] - Future product matrix improvements will include vehicle insurance, automotive finance, intelligent theft prevention, and cold chain logistics monitoring, with timely disclosures of any new technology collaborations or capital operations [3]

证券代码：300590 证券简称：移为通信 公告编号：2025-079 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不超过人民币 2 亿元，自有资金在任一时点交 易不超过人民币 10 亿元。授权期限为自公司 2024 年度股东大会审议通过之日起 至 2025 年度股东大会召开之日止，在上述期限内，额度可循环滚动使用。如单 笔交易的存续期超过了授权期限，则授权期限自动顺 ...

一、股东减持股份情况 证券代码：300590 证券简称：移为通信 公告编号：2025-078 1、股份来源：公司首次公开发行前已发行并已上市流通的股份、公司股权激 励计划获授（包括其持有公司股份期间公司资本公积转增股本而相应增加的股份） 上海移为通信技术股份有限公司 关于公司持股5%以上股东及部分高级管理人员减持计划提前终止的公告 股东精速国际有限公司、信威顾问有限公司及公司高级管理人员彭嵬先生保证向 本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 上海移为通信技术股份有限公司（以下简称"公司"）于 2025 年 8 月 11 日披 露了《关于公司持股 5%以上股东及部分高级管理人员股份减持计划的预披露公告》 (公告编号:2025-051)。股东精速国际有限公司（以下简称"精速国际"）、信威顾 问有限公司（以下简称"信威顾问"）计划在减持计划公告之日起 15 个交易日后的 3 个月内（即 2025 年 9 月 2 日-2025 年 12 月 1 日），以集中竞价或大宗交易方式减 持本公司股份，拟各减持数量不超过 9 ...

重要内容提示： 证券代码：300590 证券简称：移为通信 公告编号：2025-077 上海移为通信技术股份有限公司 关于参加2025年上海辖区上市公司三季报集体业绩说明会的公告 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。 会议召开时间：2025 年 11 月 13 日（星期四）15:00-16:30 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow. sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 06 日（星期四）至 11 月 12 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 stock@queclink.com 进行提问。公司将通过本次业绩说明会，在信息披露允许 的范围内对投资者普遍关注的问题进行回答。 联系人：贺亮 上海移为通信技术股份有限公司（以下简称"公司"）已于 2025 年 10 月 29 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地了解公司 2025 年前三季度经营成果、财务状况，公司将参加 ...

Core Viewpoint - The company, Weimob Communication, is poised to benefit from the new development opportunities in the two-wheeler business, having established partnerships with several major domestic two-wheeler manufacturers [1] Group 1: Business Development - The company has developed its own IoT smart terminal that supports 4G communication and features triple positioning capabilities including Beidou/GPS/LBS [1] - The new national standard for two-wheelers officially took effect on September 1, with a transition period from September to November during which old standard models can still be sold [1] - The company’s two-wheeler products that comply with the new standard have already been shipped in the fourth quarter, indicating readiness for the upcoming regulatory changes [1] Group 2: Market Impact - The policy benefits from the new national standard are expected to drive growth in the company's domestic two-wheeler business as the new standard will be fully enforced by December 1, 2025 [1]

Core Viewpoint - 移为通信 is focusing on expanding its market presence and enhancing its product offerings, particularly in the IoT sector, while maintaining a strong financial position and investing in R&D to drive future growth [2][4]. Group 1: Company Overview and Performance - 移为通信 was established in 2009 and listed on the Shenzhen Stock Exchange in 2017, recognized as a national-level "little giant" enterprise specializing in IoT terminal products and solutions [2]. - In the first three quarters of 2025, 移为通信 achieved revenue of 582.31 million yuan, showing a decline year-on-year, but with growth in the Oceania and domestic markets [2]. - The company has a global sales network covering over 140 countries and regions, with significant revenue growth in Brazil and Turkey, and new customer development in Algeria [2]. Group 2: Emerging Business Growth - 移为通信's emerging business segments are experiencing rapid growth, with a comprehensive gross margin of 40.65% in the first three quarters of 2025 [3]. - Revenue from video vehicle networking products reached 36.66 million yuan, up 90.44% year-on-year [3]. - Industrial router products saw a revenue increase of 77.54% year-on-year, while animal traceability management products grew by 20.60% year-on-year, with successful operations of an exclusive e-commerce platform in North America and Australia [3]. Group 3: Financial Health and Supply Chain Resilience - 移为通信 reported a debt-to-asset ratio of 10.71%, a net profit margin of 10.56%, and a cash ratio of 2.40, indicating a healthy financial status and sufficient cash flow [4]. - The company has implemented a strict credit assessment for customer accounts, resulting in a low probability of bad debts [4]. - To mitigate tariff impacts, 移为通信 has established a collaborative production network in Southeast Asia, with stable operations in Vietnam and gradually releasing new capacity in Indonesia [4]. Group 4: Technological Development and Market Opportunities - 移为通信 is actively applying AI technology in commercial vehicle safety systems and has initiated the industrialization of self-developed AI core engines in the toy sector, with the global AI toy market projected to grow from $18.1 billion in 2024 to $60 billion by 2033 [5]. - The new national standard for electric two-wheelers in China, effective from December 1, 2025, presents growth opportunities for 移为通信, which has already collaborated with major manufacturers to ensure compliance [5]. - 移为通信's ECALL emergency signal products have obtained certification for entry into the Spanish and EU markets, enhancing its market access [6].