Core Viewpoint - The company, Weiy Communications, reported a significant decline in net profit for the first three quarters of the year, with expectations of a decrease between 50% to 55% compared to the previous year, attributed to various economic challenges and increased costs [1] Financial Performance - The estimated net profit attributable to shareholders for the first three quarters is between 60.27 million and 66.97 million yuan, representing a year-on-year decline of 50% to 55% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 49.43 million and 55.60 million yuan, reflecting a decrease of 55% to 60% year-on-year [1] Market Conditions - The global economy is expected to remain volatile in 2025, influenced by U.S. tariffs, geopolitical conflicts, and fluctuations in customer demand [1] - The company's revenue for the first half of 2025 is anticipated to decline year-on-year, but there is an expected recovery in the third quarter due to the implementation of new products, technologies, and applications [1] Cost and Efficiency - The company experienced an increase in various expenses during the reporting period, including R&D, product certification, and marketing costs due to new project developments and rising labor costs [1] - Despite the increase in costs, the company has managed to maintain a gross profit margin above 40% through measures such as domestic substitution, production process optimization, and technological upgrades [1]

报告期内，公司各项费用同比增加。一是新项目开发推进，使得研发投入、产品认证等费用相应增长; 二是营销、研发等人工成本增加;三是销售拓展增长导致费用增加。 智通财经APP讯，移为通信(300590.SZ)披露2025年前三季度业绩预告，公司预计归属于上市公司股东的 净利润6027.47万元至6697.19万元，同比下降50.00%至55.00%;扣除非经常性损益后的净利润4942.53万 元至5560.35万元，同比下降55.00%至60.00%。 ...

Core Viewpoint - The company, Weimob Communication, anticipates a significant decline in net profit for the first three quarters of 2025, projecting a decrease of 50.00% to 55.00% year-on-year [1] Financial Performance - The expected net profit attributable to shareholders is between 60.27 million yuan and 66.97 million yuan [1] - The net profit after deducting non-recurring gains and losses is projected to be between 49.43 million yuan and 55.60 million yuan, reflecting a year-on-year decline of 55.00% to 60.00% [1] Expense Analysis - The company reports an increase in various expenses compared to the previous year, attributed to: - The advancement of new project development, leading to higher R&D and product certification costs [1] - Increased labor costs in marketing and R&D [1] - Higher expenses due to sales expansion efforts [1]

移为通信公告，预计2025年前三季度净利润为6027.47万元，同比下降50.00%。报告期内，公司各项费 用同比增加，新项目开发推进使得研发投入、产品认证等费用相应增长，营销、研发等人工成本增加， 销售拓展增长导致费用增加。同时，预计非经常性损益对公司净利润的影响金额约900万元。随着公 司"新产品、新技术、新客户、新应用场景"的落地，以及海外产能的逐步释放，公司业绩呈现恢复态 势，第三季度营业收入同比上升。 ...

[Performance Forecast Overview](index=1&type=section&id=Performance%20Forecast%20Overview) The company forecasts a significant year-over-year decline in net profit for the first three quarters of 2025 due to various operational factors [Performance Forecast Period](index=1&type=section&id=1.%20Performance%20Forecast%20Period) The company has disclosed its performance forecast for the first three quarters of 2025, covering January 1 to September 30 - The performance forecast period is from **January 1, 2025, to September 30, 2025**[3](index=3&type=chunk) [Performance Forecast Status](index=1&type=section&id=2.%20Performance%20Forecast%20Status) The company expects a year-over-year decline in net profit attributable to shareholders and net profit after non-recurring items for the first three quarters of 2025 2025 First Three Quarters Performance Forecast (Unit: CNY 10,000) | Item | Current Reporting Period (Estimated) | Same Period Last Year | Year-over-Year Decline | | :--- | :--- | :--- | :--- | | Net Profit Attributable to Shareholders of Listed Company | 6,027.47 - 6,697.19 | 13,394.38 | 50.00% - 55.00% | | Net Profit After Deducting Non-Recurring Gains and Losses | 4,942.53 - 5,560.35 | 12,356.33 | 55.00% - 60.00% | [Analysis of Performance Changes](index=1&type=section&id=Analysis%20of%20Performance%20Changes) The performance decline is attributed to macroeconomic headwinds, increased operational expenses, and market fluctuations, despite strategic initiatives showing recovery [Macroeconomic and Market Factors](index=1&type=section&id=Macroeconomic%20and%20Market%20Factors) Global economic volatility, trade conflicts, and evolving customer demands led to a revenue decline in H1 2025, but Q3 revenue showed recovery due to new strategies and overseas capacity - Multiple factors, including global economic volatility, US tariffs, geopolitical conflicts, new product upgrades, and fluctuating customer demand, led to a **year-over-year decrease in operating revenue in the first half of 2025**[7](index=7&type=chunk) - The company's performance is recovering, with **third-quarter operating revenue increasing year-over-year**, driven by the implementation of new products, technologies, customers, and application scenarios, alongside the release of overseas production capacity[7](index=7&type=chunk) [Expense Growth](index=1&type=section&id=Expense%20Growth) All expenses increased year-over-year due to higher R&D investment, product certification costs for new projects, and increased personnel and sales expansion costs - **R&D investment and product certification expenses increased** due to the advancement of new project development[7](index=7&type=chunk) - **Personnel costs for marketing and R&D increased**[7](index=7&type=chunk) - **Increased sales expansion efforts led to higher expenses**[7](index=7&type=chunk) [Cost Structure and Gross Margin](index=1&type=section&id=Cost%20Structure%20and%20Gross%20Margin) The company optimized its cost structure and improved operational efficiency through domestic substitution, process optimization, and technology upgrades, maintaining a gross margin above 40% - The company optimized its cost structure and improved operational efficiency through measures such as **domestic substitution, production process optimization, and technological iteration upgrades**[7](index=7&type=chunk) - During the reporting period, the company's overall **gross margin remained at a high level of over 40%**[7](index=7&type=chunk) [Product and Market Expansion](index=2&type=section&id=Product%20and%20Market%20Expansion) The company successfully expanded into new areas, with "new national standard" two-wheeler products shipping in Q4 and increased sales in video telematics, industrial routers, and animal traceability products - Two-wheeler products compliant with the "new national standard" began shipping in the fourth quarter, with the new standard implemented on September 1 and a sales transition period from September to November[8](index=8&type=chunk) - Sales of **video telematics, industrial routers, and animal traceability products all increased year-over-year**, indicating successful expansion into emerging fields[8](index=8&type=chunk) [AI Trendy Toy Incubation](index=2&type=section&id=AI%20Trendy%20Toy%20Incubation) The company's subsidiary is incubating AI trendy toy products with self-developed AI core engines, supporting multiple communication standards and active interaction, with small-batch shipment testing expected soon - The AI trendy toy products incubated by the subsidiary integrate a self-developed AI intelligent agent core engine, supporting multiple communication standards such as **4G, Wi-Fi, BLE, and SparkLink SLE**, and offering active interaction[8](index=8&type=chunk) - **Testing and certification for small-batch shipments of AI trendy toy products are expected to commence soon**[8](index=8&type=chunk) [Impact of Non-Recurring Gains and Losses](index=2&type=section&id=Impact%20of%20Non-Recurring%20Gains%20and%20Losses) Non-recurring gains and losses are estimated to impact the company's net profit by approximately CNY 9 million during the reporting period - The estimated impact of non-recurring gains and losses on the company's net profit is approximately **CNY 9 million**[8](index=8&type=chunk) [Important Notice and Disclaimer](index=1&type=section&id=Important%20Notice%20and%20Disclaimer) This section provides crucial disclaimers regarding the unaudited nature of the financial data and advises investors to exercise caution [Communication with Accounting Firm](index=1&type=section&id=II.%20Communication%20with%20Accounting%20Firm) The financial data in this performance forecast is unaudited by a certified public accountant, and investors are advised to be aware of investment risks - The financial data related to this performance forecast has **not been audited by a certified public accountant**[6](index=6&type=chunk) - Investors are kindly requested to **pay attention to investment risks**[6](index=6&type=chunk) [Other Relevant Explanations](index=2&type=section&id=IV.%20Other%20Relevant%20Explanations) This performance forecast is a preliminary estimate by the company's finance department, unaudited, with detailed financial data to be disclosed in the Q3 2025 report, urging investors to make cautious decisions - This performance forecast is a preliminary estimate by the company's finance department and has **not been audited by an accounting firm**[9](index=9&type=chunk) - Specific financial data will be **detailed in the company's "2025 Third Quarter Report"**[9](index=9&type=chunk) - Investors are kindly requested to **make cautious decisions and be aware of investment risks**[9](index=9&type=chunk) [Reference Documents](index=2&type=section&id=V.%20Reference%20Documents) The company provides the board of directors' explanation regarding the 2025 first three quarters performance forecast as a reference document - The reference document is the **Board of Directors' explanation regarding the 2025 first three quarters performance forecast**[10](index=10&type=chunk)

Core Viewpoint - 移为通信 has completed an A-round investment in 仁芯科技, acquiring a 2.16% stake for 20 million yuan, aiming to leverage technological advantages for smart driving applications [1] Group 1 - 移为通信 invested 20 million yuan in 仁芯科技, resulting in a 2.16% ownership stake [1] - The collaboration will focus on integrating technology to enhance capabilities in smart driving and other fields [1]

格隆汇10月15日丨移为通信(300590.SZ)在投资者互动平台表示，公司已完成对仁芯科技的A轮投资，以 2,000万元持股2.16%；未来双方将联动技术，以其技术优势结合自身场景化能力，共同赋能智能驾驶等 领域。 ...

格隆汇10月15日丨移为通信(300590.SZ)在投资者互动平台表示，E-SIM卡是电子化的SIM卡，拥有多场 景化运用的特点，尤其在恶劣环境应用上，具有更稳定的优势。公司目前生产的大部分产品均支持E- SIM。 ...

证券代码：300590 证券简称：移为通信 公告编号：2025-069 上海移为通信技术股份有限公司 关于召开公司2025年第一次临时股东会的通知 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"）第四届董事会第十八 次会议决定于2025年10月24日（星期五）召开2025年第一次临时股东会。 现将本次股东会有关事项通知如下： 一、召开会议的基本情况 1、股东会届次：2025年第一次临时股东会 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第2号—创业板上 市公司规范运作》等法律、行政法规、部门规章、规范性文件及《公司章程》的 有关规定。 4、会议召开的日期、时间： （1）现场会议时间：2025年10月24日 15：00 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为2025 年10月24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 ...

证券代码：300590 证券简称：移为通信 公告编号：2025-068 上海移为通信技术股份有限公司 第四届董事会第十八次会议决议公告 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、董事会会议召开情况 上海移为通信技术股份有限公司（以下简称"公司"）第四届董事会第十八次 会议于 2025 年 9 月 30 日（星期二）在上海市闵行区新龙路 500 弄 30 号 6 楼会议室 以现场结合通讯的方式召开。本次会议由董事长提议召开，全体董事一致同意豁免 本次董事会会议的提前通知期限，与会的各位董事已知悉与所议事项相关的必要信 息。 本次会议由董事长廖荣华先生主持，本次会议应参会董事 5 人，实际参会董事 5 人（包含 2 名独立董事）。公司全体监事、高级管理人员及董事会秘书列席了本 次会议。会议的召开符合《中华人民共和国公司法》《公司章程》和《董事会议事 规则》的有关规定。经各位董事认真审议，会议形成了如下决议： 1、 审议通过《关于提请召开公司 2025 年第一次临时股东会的议案》 根据《中华人民共和国公司法》《中华人民共和国证券法》和《公司章程》的 规定， ...