[Performance Forecast Summary](index=1&type=section&id=Item%20I.%20Current%20Period%20Performance%20Forecast) The company forecasts a **60% to 70% year-over-year decline** in H1 2025 net profit attributable to shareholders, with non-recurring adjusted net profit decreasing **70% to 80%** Key Performance Forecast Data for H1 2025 | Item | Current Reporting Period | Prior Year Period | | :--- | :--- | :--- | | **Net Profit Attributable to Shareholders** | Profit: 29.61 Million – 39.48 Million Yuan | Profit: 98.69 Million Yuan | | | Decrease from prior year: 70% - 60% | | | **Net Profit After Non-Recurring Items** | Profit: 18.72 Million – 28.08 Million Yuan | Profit: 93.60 Million Yuan | | | Decrease from prior year: 80% - 70% | | [Reasons for Performance Change and Future Outlook](index=1&type=section&id=Item%20III.%20Explanation%20of%20Performance%20Changes) Performance declined due to a **25% revenue decrease** from external factors and a **nearly 20 million yuan increase** in internal costs, while the company strategically invests in AI for future growth - During the reporting period, the company's operating revenue was **nearly 360 million yuan**, a **nearly 25% year-over-year decrease**, primarily due to global economic slowdown, US tariffs, geopolitical conflicts, trade frictions, and fluctuating customer demand. Despite the revenue decline, the comprehensive gross profit margin remained around **41%**, consistent with recent years' levels[5](index=5&type=chunk)[6](index=6&type=chunk) - The company's various expenses increased by **nearly 20 million yuan** year-over-year, mainly due to increased R&D investment and product certification costs for new projects, higher marketing and R&D personnel costs, increased financial expenses from exchange rate fluctuations, and higher sales expansion expenses[6](index=6&type=chunk) - The company established a wholly-owned subsidiary focused on frontier industry investments, initiating the incubation of AI-related technologies and products, with future strategic focus on artificial intelligence and other emerging fields to build core technologies and growth momentum[6](index=6&type=chunk) - During the reporting period, non-recurring gains and losses are expected to impact the company's net profit by **nearly 6 million yuan**[6](index=6&type=chunk) [Other Relevant Information](index=1&type=section&id=Item%20IV.%20Other%20Relevant%20Information) The company emphasizes that this performance forecast is a preliminary estimate, unaudited by certified public accountants, with final data to be disclosed in the H1 2025 Semi-Annual Report, urging investors to be aware of investment risks - The financial data related to this performance forecast has not been audited by a certified public accountant[4](index=4&type=chunk) - Specific financial data will be detailed in the company's `2025 Semi-Annual Report`, urging investors to make cautious decisions and be aware of investment risks[7](index=7&type=chunk)

证券代码：300590 证券简称：移为通信 公告编号：2025-041 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 ...

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 证券代码：300590 证券简称：移为通信 公告编号：2025-040 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 ...

Group 1 - The Eurobike 2025 event in Frankfurt, Germany, focuses on "Shaping Active Mobility," highlighting the future of green transportation, digital connectivity, and sustainable mobility [1] - Weimob Communication (300590) showcases its advanced IoT solutions for E-bikes and micro-mobility, marking its first appearance at Eurobike [1] - The company aims to establish closer partnerships with local E-bike brands and solution providers in Europe to drive digital transformation and green mobility ecosystem [4] Group 2 - Weimob Communication presents multiple intelligent management terminal devices for two-wheeled vehicles, including SC350MG, ZK102, and MT105, covering a complete range of scenarios from basic positioning to remote operation management [2] - The SC350MG device stands out for its strong data communication capabilities, positioning accuracy, and flexibility, integrating various communication technologies and offering a comprehensive digital solution for E-bike manufacturers [2] - The company also showcases its diverse IoT solutions across various vertical industries, including smart transportation, logistics monitoring, and industrial networking [3] Group 3 - The demand for smart hardware and digital solutions is increasing as the EU intensifies policies on low-carbon and sustainable transportation, accelerating the adoption of electric bicycles and shared micro-mobility [4] - Weimob Communication plans to leverage its global resources and R&D advantages to provide smarter, more reliable, and sustainable products and services [4] - The company is committed to deepening its focus on intelligent mobility solutions for two-wheeled vehicles and expanding its IoT offerings across multiple sectors [4]

近日，公司已完成上述全资子公司的工商注册登记手续，并取得了上海市闵 行区市场监督管理局核发的营业执照，相关登记信息如下： 1、统一社会信用代码：91310112MAEMT3KKXM 2、名称：上海移为智联科技发展有限公司 8、经营范围： 证券代码：300590 证券简称：移为通信 公告编号：2025-039 上海移为通信技术股份有限公司 关于全资子公司完成工商注册登记的公告 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"公司"）于 2025 年 5 月 29 日 召开第四届董事会第十三次会议，审议通过了《关于对外投资设立全资子公司的 议案》。根据公司业务发展规划及完善公司战略布局，公司拟使用自有资金 10,000 万元对外投资设立全资子公司，同时授权公司经营管理层在董事会批准 的额度内根据项目开展情况决定资金投入的方式及进度、办理相关手续等相关工 作。具体内容详见公司于 2025 年 5 月 29 日在中国证券监督管理委员会指定的创 业板信息披露网站巨潮资讯网（www.cninfo.com.cn）上披露的《关于对外投资 ...

Core Viewpoint - The launch of the GL52RP, a mini long standby asset management smart terminal by Weiyi Communication, addresses the growing global demand for asset monitoring, particularly in logistics, vehicle theft prevention, and valuable item tracking [1][7]. Group 1: Product Features - The GL52RP integrates LoRa wide-area communication, compact design, ultra-long battery life, and high-precision positioning technology, making it suitable for various critical scenarios [1][7]. - The device supports multiple frequency bands and offers low power consumption, long-distance transmission, and wide coverage, ensuring reliable data transmission even in areas with insufficient cellular network coverage [3][4]. - With dimensions of 89.8×44×10.5mm and a weight of only 48g, the GL52RP is designed for flexible and discreet deployment on motorcycles, cars, engineering equipment, and valuable goods [5]. Group 2: Operational Efficiency - The GL52RP can support up to 1800 days of standby time in power-saving mode, significantly extending the device's lifecycle and reducing maintenance frequency [6]. - This feature is particularly beneficial for long-cycle logistics, warehouse management, and asset monitoring in unattended areas, helping clients achieve low operational management goals [6]. Group 3: Security and Monitoring - The device supports GNSS global positioning systems and is compatible with GPS, Galileo, and BeiDou, enabling high-precision positioning and real-time motion detection [7]. - In the event of asset movement or abnormal operations, the GL52RP can trigger alarms to notify users, enhancing proactive risk prevention [7]. Group 4: Market Introduction - The GL52RP will make its debut at the 2025 Brazil International Security Exhibition, inviting industry partners to learn more at Weiyi Communication's booth D11 [8].

证券代码：300590 证券简称：移为通信 公告编号：2025-038 上海移为通信技术股份有限公司 关于完成工商变更登记并换发营业执照的公告 1、统一社会信用代码：91310000690154751Q 2、名称：上海移为通信技术股份有限公司 3、类型：股份有限公司（港澳台投资、上市） 4、法定代表人：廖荣华 5、注册资本：人民币 45988.0712 万 6、成立日期：2009 年 06 月 11 日 7、住 所：上海市闵行区新龙路 500 弄 30 号 8、经营范围： 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 2 025 年 5 月 15 日召开了 2024 年度股东大会，审议通过了《关于变更注册资本及 修订<公司章程>的议案》，公司注册资本由 459,361,727 元变更为 459,880,71 2 元，并对《公司章程》中相应内容进行了修订。具体内容详见公司披露在巨潮 资讯网（http://www.cninfo.com.cn）上的相关公告（公告编号：2025-031）。 近日，公司 ...

证券代码：300590 证券简称：移为通信 公告编号：2025-037 减持时间届满暨减持计划实施完毕的公告 公司控股股东、实际控制人廖荣华先生，以及高级管理人员贺亮女士保证向本公 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 2 月 10 日披 露了《关于公司控股股东、实际控制人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：2025-005）。近日，公司收到了公司控股股东、实际控制人廖荣 华先生，以及高级管理人员贺亮女士分别出具的《股份减持计划实施进展情况告知 函》，前述人员于 2025 年 6 月 3 日减持计划时间届满，根据相关规定，现将有关情 况公告如下： 一、 股东减持情况 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） | 股东名 | 减持 | | 减持均价 | 减持股数 | 减持比 例占公 | 减持比例占 剔除公司回 | | --- ...

Group 1 - Huapei Power received a project intention letter from a domestic new energy vehicle company for a thermal management system PTC water heater, with an estimated sales amount of approximately 9 million yuan over a 5-year lifecycle starting from 2026 [1] - Antu Biotech obtained medical device registration certificates for products including "Cytomegalovirus IgM Antibody Test Kit" [1][2] - Yihong Technology adjusted the upper limit of its share repurchase price to 65.04 yuan per share, with a total repurchase amount of 6.9583 million yuan for 198,000 shares [2] Group 2 - Aihui Long received a medical device registration certificate for the Hepatitis B virus core antibody detection kit, valid until May 28, 2030 [2][3] - Quanxin Co. plans to engage in commodity futures hedging to mitigate raw material price fluctuations, with a maximum guarantee amount of 8 million yuan [3] - Jiahua Intelligent plans to lease idle assets in Dongguan for a total rental amount of approximately 6.3193 million yuan over 6 years [3] Group 3 - Qianjiang Biochemical announced the resignation of its chairman and a director, with a new chairman to be elected [4][5] - Aerospace Morning Light was suspended from participating in military procurement activities due to violations, with internal investigations underway [6] - Guang'an Aizhong intends to establish a fund with a total scale of 70.7 million yuan, focusing on distributed wind and solar power generation [7] Group 4 - Zhejiang Medicine plans to use up to 1 billion yuan of idle funds for entrusted wealth management, with a maximum investment period of 12 months [10] - Hengrui Medicine's subsidiary received approval for clinical trials of HRS9531 injection, aimed at treating type 2 diabetes patients [11] - Taiji Co. announced the purchase of 10 million yuan in wealth management products, with a minimum holding period of 6 months [12] Group 5 - Hong Kong-listed company Huichuang Pharmaceutical received approval for the clinical trial of a spray for treating primary premature ejaculation [26][27] - Haichuang Pharmaceutical's new drug application for a prostate cancer treatment was approved by the National Medical Products Administration [28] - Zhuhai Guanyu was selected as a designated supplier for low-voltage lithium batteries by SAIC Volkswagen [29] Group 6 - Huayi Technology opened a tax refund service for overseas travelers, enhancing its retail offerings [32] - Baobian Electric plans to transfer 90% of its subsidiary's shares for 137 million yuan [33] - Yiwei Communication intends to invest 100 million yuan to establish a wholly-owned subsidiary to enhance its strategic layout [34]

Market Overview - Uncertainty over tariff outlook suppresses rebound in US stocks, with major indices closing higher: Dow Jones up 0.28%, S&P 500 up 0.4%, and Nasdaq up 0.39% [1] - Nvidia shares rise over 3% post-earnings, while Best Buy falls over 7%, C3.ai surges nearly 21%, and Dell sees a post-market increase of over 5% [1] - Chinese concept stocks index rises over 1%, ending a seven-day decline, with notable gains in stocks like Aiyu Holdings up 7.81%, JD.com up 4.31%, and Xpeng up 3.98% [1] Corporate Actions - Huang Renxun plans to sell up to 6 million shares of Nvidia, valued at over $800 million, significantly exceeding previous sales [3] - Dell Technologies reports AI server orders exceeding expectations, with a bright revenue outlook [4] Domestic Developments - The Central Committee and State Council issue opinions to enhance the market-oriented allocation of resource and environmental factors, encouraging the expansion of pollutant discharge rights trading [5] - The launch of the Hongdao operating system marks a significant advancement in China's foundational software for intelligent robots, supporting the autonomy of domestic robot operating systems [5] Industry Insights - The Ministry of Commerce and other departments release key enterprises and projects for national cultural exports for 2025-2026 [6] - Zhejiang issues implementation opinions to promote the innovative development of intelligent computing cloud, aiming for a scale of 60 EFlops by 2027 [7] - The establishment of a pilot base for embodied intelligence by Yushun Technology and Hangzhou Data Group [9] Stock Market Trends - Recent analysis indicates a market recovery with major indices and stocks showing upward movement after a period of adjustment, with a focus on technology, finance, and new consumption sectors [11] - The feed industry sees price increases of 50-100 yuan per ton due to rising corn prices, with expectations of continued upward trends in corn prices [12] - The carbon neutrality initiative aims to establish a market-oriented trading system for carbon emissions, water usage, and pollutant discharge by 2027, enhancing market activity and price formation mechanisms [13] New Initiatives - Douyin Group establishes a short drama copyright center to enhance copyright management and support quality production [14] - Zhiyuan Robotics announces its humanoid robot has received multiple certifications, marking a significant achievement in safety and technology standards [15][16] Upcoming IPOs - Yingshi Innovation plans to issue shares on the Sci-Tech Innovation Board at a price of 47.27 yuan per share, requiring a minimum market value of 65,000 yuan for top-tier subscriptions [17] Company Announcements - Guangyang Co. terminates the acquisition of 100% equity in Yinjing Technology, leading to stock resumption [18] - Shuanglin Co. plans to raise no more than 1.5 billion yuan for the industrialization of roller screw and joint modules [18] - Yuntian Lifa's DeepEdge10 chip has achieved commercialization in robotics and servers [18]