证券日报网讯 9月3日晚间，广和通发布公告称，公司于2025年8月11日召开第四届董事会第十五次会 议、第四届监事会第十五次会议，于2025年8月29日召开2025年第三次临时股东大会审议通过了《关于 注销部分股票期权的议案》。根据公司《2021年股票期权与限制性股票激励计划》的相关规定，由于公 司2021年股票期权与限制性股票激励计划（简称"2021年股权激励计划"）首次授予股票期权17名激励对 象离职，导致其已获授但尚未行权的162，914份股票期权不可行权；2021年股权激励计划第三个行权期 的业绩考核要求未完全达成、部分激励对象个人绩效考核未完全达成及1名激励对象放弃行权，导致86 名激励对象已获授的103，421份股票期权不可行权；上述103名激励对象不可行权的266，335份股票期 权由公司统一注销。经中国证券登记结算有限责任公司深圳分公司审核确认，上述266，335份股票期权 已于2025年9月2日完成注销。 （文章来源：证券日报） ...

证券代码：300638 证券简称：广和通 公告编号：2025-063 深圳市广和通无线股份有限公司 关于 2021 年股票期权与限制性股票激励计划部分股票期权 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。 注销完成的公告 深圳市广和通无线股份有限公司（以下简称"公司"）于 2025 年 8 月 11 日召 开第四届董事会第十五次会议、第四届监事会第十五次会议，于 2025 年 8 月 29 日召开 2025 年第三次临时股东大会审议通过了《关于注销部分股票期权的议案》。 根据公司《2021 年股票期权与限制性股票激励计划》的相关规定，由于公司 2021 年股票期权与限制性股票激励计划（以下简称"2021 年股权激励计划"）首次 授予股票期权 17 名激励对象离职，导致其已获授但尚未行权的 162,914 份股票 期权不可行权；2021 年股权激励计划第三个行权期的业绩考核要求未完全达成、 部分激励对象个人绩效考核未完全达成及 1 名激励对象放弃行权，导致 86 名激 励对象已获授的 103,421 份股票期权不可行权；上述 103 名激励对象不可行权的 26 ...

Group 1 - The company Guanghetong announced the convening of its fourth board meeting on August 11, 2025, and the third extraordinary general meeting of shareholders on August 29, 2025, to review proposals regarding changes in business scope and registered capital, as well as amendments and registration changes [2] - The company has completed the relevant industrial and commercial registration changes and obtained the "Registration Notice" issued by the Shenzhen Market Supervision Administration [2]

证券代码：300638 证券简称：广和通 公告编号：2025-062 深圳市广和通无线股份有限公司 关于完成工商变更登记的公告 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。 本次变更完成后，公司的注册资本及经营范围信息如下： 1、 注册资本：765,45.3542 万元人民币； 2、 经营范围：M2M 网关等各类物联网网关、移动通信终端产品的生产及 配套软件产品的技术开发和销售；电子产品的技术开发、咨询及购销；股权投资； 国内贸易；经营进出口业务（以上法律、行政法规、国务院决定禁止的项目除外， 限制的项目须取得许可后方可经营）。 特此公告。 深圳市广和通无线股份有限公司 董事会 二О二五年九月一日 深圳市广和通无线股份有限公司（以下简称"公司"）于 2025 年 8 月 11 日 召开第四届董事会第十五次会议、于 2025 年 8 月 29 日召开 2025 年第三次临时 股东大会，审议通过《关于变更经营范围和注册资本、修改<公司章程>及进行 工商登记变更的议案》，具体详见公司在巨潮资讯网（www.cninfo.com.cn）上披 露的相关公告。 近日，公司 ...

Core Insights - The communication sector outperformed the market in August, with the Shenwan Communication Index rising by 34.41%, compared to a 10.33% increase in the CSI 300 Index, ranking first among 31 primary industries [2][3] - In the first half of 2025, the communication industry (excluding operators) saw revenue and net profit attributable to shareholders grow by 12.4% and 24% year-on-year, respectively, with significant contributions from the optical communication sector benefiting from AI development [2][3] Industry Performance - The optical devices and modules, optical fiber and cables, and IDC segments showed strong performance, with revenue growth rates of 67%, 21%, and 16% respectively in H1 2025 [2][3] - Notable stock performances in August included Yingweike (up 118.88%), Tianfu Communication (up 95.23%), and Dekeli (up 92.49%) [2][3] AI and Cloud Investment - Major cloud service providers (CSPs) are increasing their AI investments, leading to improved revenue and profit in their core businesses, creating a positive feedback loop [3] - Alibaba's Q2 2025 Capex for AI and cloud reached 38.6 billion yuan, with AI revenue accounting for over 20% of external commercial income [3] Satellite Internet Development - Rapid advancements in satellite internet infrastructure are noted, with China completing five low-orbit satellite launches in just 22 days, and SpaceX's Starlink deploying over 8,000 micro-satellites [4] Investment Recommendations - Focus on optical devices and modules, communication equipment, and liquid cooling technologies as key investment areas [5] - Long-term investment in the three major telecom operators is recommended due to their stable operations and increasing dividend payouts [5] Recommended Stocks - Suggested stocks for September include China Mobile, Zhongji Xuchuang, ZTE, Yingweike, and Guanghetong [6]

Core Viewpoint - On September 1, a total of 10 listed companies had their restricted shares unlocked, with a total market value of approximately 5.496 billion yuan [1] Summary by Category Restricted Shares Unlocking - The specific details of the restricted shares unlocking are as follows: - Qingxin Environment (002573): 8.2485 million shares from equity incentive restrictions - Jianke Co., Ltd. (301115): 16.1265 million shares from pre-issue restrictions - Naer Co., Ltd. (002825): 1.2133 million shares from equity incentive restrictions - Guanghetong (300638): 0.5158 million shares from equity incentive restrictions - Liren Technology (001259): 51.66 million shares from pre-issue restrictions - Xutian Salt Industry (600929): 5.295 million shares from equity incentive restrictions - Hanyi Co., Ltd. (301270): 25.9384 million shares from pre-issue restrictions - Wuzhou Special Paper (605007): 1.1687 million shares from equity incentive restrictions - Wufangzhai (603237): 52.9543 million shares from pre-issue restrictions - Aotwei (688516): 16.1989 million shares [1]

Core Viewpoint - The article highlights the launch of the next-generation embodied intelligence development platform, Fibot, by Guanghetong, marking a significant breakthrough in the field of embodied AI [1][7]. Group 1: Product Features and Innovations - Fibot has been successfully applied in the data collection for Physical Intelligence's latest visual-language-action (VLA) model, π0.5, showcasing its capabilities in embodied AI [1]. - The new Fibot features VR-based dual-arm collaborative control, significantly enhancing the operational range of robotic arms in three-dimensional space, thus broadening the practical task scenarios [3]. - The mobile chassis has been optimized with a three-wheel omnidirectional design, replacing the previous four-wheel version, allowing for better maneuverability in confined spaces such as factories and laboratories [5]. Group 2: Strategic Partnerships and Future Plans - The deployment of Fibot to support the π0.5 model's data collection is a key milestone for Guanghetong as a solid partner and supplier for Physical Intelligence [7]. - Guanghetong aims to continue investing in product and R&D resources, deepening collaborations with leading AI research institutions like Physical Intelligence to advance embodied AI technology [8]. - The company is committed to providing comprehensive support from core hardware platforms to system optimization for clients in the embodied intelligence sector [8].

Group 1: Financial Performance - The projected net profit for 2025 is estimated at 605 million RMB, reflecting a growth rate of 52% compared to 2024[1] - The expected operating revenue for 2025 is 4,157 million RMB, with a growth rate of 4% from 2024[1] - The estimated EPS for 2025 is 0.6, with a PE ratio of 18[1] Group 2: Market Trends and Risks - The valuation for 2025-2027 is projected at 18x, 16x, and 14x, with a PEG ratio of less than 1 for 2026[1] - The company is expected to launch innovative and hard-to-replicate products, including a new drug expected to be approved in 2025[1] - Risks include fluctuations in customer demand and potential delays in product development[1] Group 3: Industry Insights - The pharmaceutical industry is experiencing a gradual recovery, with the raw material drug business stabilizing[1] - The beverage industry is expected to see improved sales during the Mid-Autumn Festival and National Day, with a narrowing decline[1] - The semiconductor equipment sector is projected to achieve significant revenue growth, with a target of 5 billion RMB by 2025[1]

广和通于2025年8月11日召开第四届董事会第十五次会议，8月29日召开2025年第三次临时股东大会，审 议通过《关于回购注销部分限制性股票的议案》。 回购注销原因及涉及对象、股票数量 因2022年限制性股票激励计划有16名激励对象离职，其持有的54,096股限制性股票不可解除限售；2023 年限制性股票激励计划有17名激励对象离职，对应98,630股限制性股票不可解除限售。同时，2022年限 制性股票激励计划第三个解除限售期、2023年限制性股票激励计划第二个解除限售期，公司层面业绩考 核要求未达成，当期不可解除限售的限制性股票数量合计为1,115,172股。 董事会同意对上述不可解除限售的限制性股票，按授予价格加上金融机构1年期存款利息回购注销处 理。此次合计涉及369名激励对象（剔除重复对象后共计236名），涉及限制性股票1,267,898股 。 对公司股本及注册资本的影响 本次回购注销完成后，广和通总股本将由765,453,542股变为764,185,644股，减少1,267,898股；公司注册 资本将由765,453,542元变为764,185,644元，减少1,267,898元，即136.78万元 ...

证券代码：300638 证券简称：广和通 公告编号：2025-061 深圳市广和通无线股份有限公司 关于回购注销部分限制性股票减少注册资本通知债权人的公告 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。 深圳市广和通无线股份有限公司（以下简称"公司"）于 2025 年 8 月 11 日召 开第四届董事会第十五次会议及 2025 年 8 月 29 日召开 2025 年第三次临时股东 大会，审议通过了《关于回购注销部分限制性股票的议案》。 由于 2022 年限制性股票激励计划、2023 年限制性股票激励计划分别有 16 名、17 名激励对象离职，其分别持有的 54,096 股、98,630 股限制性股票不可解 除限售；由于公司 2022 年限制性股票激励计划第三个解除限售期、2023 年限制 性股票激励计划第二个解除限售期公司层面业绩考核要求未达成，当期不可解除 限售的限制性股票数量合计为 1,115,172 股。董事会同意上述不可解除限售的限 制性股票由公司按授予价格加上金融机构 1 年期存款利息回购注销处理，合计涉 及 369 名激励对象（剔除重复对象后共计 ...