Group 1 - The core point of the article is the establishment of a new technology company by Guanghetong Technology (Jiangxi) Co., Ltd., which includes integrated circuit business [1] - The registered capital of the new company is 50 million yuan [1] - The business scope of the new company includes manufacturing of integrated circuits, internet devices, network equipment, and electrical signal equipment [1] Group 2 - Guanghetong Technology (Jiangxi) Co., Ltd. is wholly owned by Guanghetong (300638) [1]

转自：证券时报 人民财讯12月23日电，企查查APP显示，近日，广和通科技（江西）有限公司成立，注册资本5000万 元，经营范围包含：集成电路制造，互联网设备制造，网络设备制造，电气信号设备装置制造等。企查 查股权穿透显示，该公司由广和通全资持股。 ...

Core Insights - The Internet of Things (IoT) gateway is a crucial hub in the IoT architecture, facilitating interconnectivity between the perception layer, network layer, and application layer, while performing key functions such as data collection, protocol conversion, and edge computing [1][2][3] - The global IoT market is experiencing rapid growth, with revenues expected to reach $1.016 trillion in 2024 and projected to rise to $2 trillion by 2030, with the Asia-Pacific region contributing 55% of the revenue, primarily driven by China [1][7] - The Chinese IoT industry is set to reach a market size of 4.01 trillion yuan in 2024, increasing to 4.55 trillion yuan in 2025, with a year-on-year growth rate of approximately 13.7% [1][7] - The IoT gateway market in China is expected to grow to 45 billion yuan in 2024 and surpass 51.8 billion yuan in 2025, with an annual compound growth rate of over 15% [1][8] Industry Overview - The IoT gateway serves as a key device for interconnecting various IoT terminal devices with different protocols, types, and transmission rates, while also performing data collection, protocol conversion, edge computing, data filtering, and secure transmission [2][3] - The IoT gateway can be categorized based on protocol type, deployment scenario, and functional characteristics, including wireless protocol gateways, wired protocol gateways, and multi-protocol fusion gateways [3][5] Market Dynamics - The industrial-grade gateway accounts for over 42% of the market, with significant demand from key industries such as automotive manufacturing and energy and chemical sectors [8] - The consumer-grade gateway market is driven by the proliferation of smart home devices, while the automotive IoT gateway is experiencing rapid growth due to the development of V2X infrastructure [8] - Edge computing gateways, although currently holding a market share of about 6%-10%, are seeing a penetration rate of 35% due to the demand for real-time industrial applications [8] Policy Environment - The Chinese government has implemented various policies to promote the high-quality development of the IoT industry, including the "Digital China Construction Overall Layout Plan" and local initiatives aimed at integrating new information technologies with vertical sectors [6][7] Industry Chain - The IoT gateway industry chain is clearly defined, with upstream focusing on hardware and core technology suppliers, midstream consisting of gateway manufacturers and integrators, and downstream involving users and service providers in various IoT application fields [6] Competitive Landscape - The industry is characterized by a competitive landscape dominated by local giants like Huawei and ZTE, which hold approximately 41% of the market share, while specialized companies like Yihantong focus on specific verticals [10] Future Trends - The IoT gateway industry is expected to evolve towards deeper technological integration, with a focus on edge computing and artificial intelligence, transforming gateways into intelligent decision-making terminals [11] - The market will shift towards customized solutions for vertical industries, with a focus on adapting gateways to specific scenarios [12] - The trend of domestic substitution will continue, with local companies building self-sufficient supply chains and innovative service models emerging, such as "device as a service" [13][14]

12月23日，广和通盘中下跌2.02%，截至10:19，报26.71元/股，成交2.47亿元，换手率1.72%，总市值 240.53亿元。 资金流向方面，主力资金净流出3150.48万元，特大单买入100.17万元，占比0.41%，卖出2384.14万元， 占比9.67%；大单买入4945.99万元，占比20.06%，卖出5812.50万元，占比23.57%。 广和通今年以来股价涨34.89%，近5个交易日跌2.52%，近20日涨10.10%，近60日跌16.30%。 今年以来广和通已经3次登上龙虎榜，最近一次登上龙虎榜为12月2日，当日龙虎榜净买入-9252.83万 元；买入总计4.17亿元 ，占总成交额比6.73%；卖出总计5.09亿元 ，占总成交额比8.23%。 资料显示，深圳市广和通无线股份有限公司位于广东省深圳市南山区西丽街道西丽社区打石一路深圳国 际创新谷六栋A座10-14层,香港湾仔皇后大道东248号大新金融中心40楼，成立日期1999年11月11日，上 市日期2017年4月13日，公司主营业务涉及从事无线通信模块及其应用行业的通信解决方案的设计,研发 与销售服务。主营业务收入构成为：无线通信模 ...

公司不再设监事会，公司董事会下设的审计委员会将行使《公司法》规定的监事会的职权，公司《监事 会议事规则》相应废止。追加内容 本文作者可以追加内容哦 ! 格隆汇12月22日丨广和通(00638.HK)公告，根据《中华人民共和国公司法》、《上市公司章程指引》等 相关法律法规、规范性文件的要求，深圳市广和通无线股份有限公司于2025年12月22日召开2025年第四 次临时股东大会，审议通过了《关于变更注册资本、取消监事会、修订及其附件并进行工商登记变更的 议案》。 ...

格隆汇12月22日丨广和通(00638.HK)公告，根据《中华人民共和国公司法》、《上市公司章程指引》等 相关法律法规、规范性文件的要求，深圳市广和通无线股份有限公司于2025年12月22日召开2025年第四 次临时股东大会，审议通过了《关于变更注册资本、取消监事会、修订<公司章程>及其附件并进行工 商登记变更的议案》。 公司不再设监事会，公司董事会下设的审计委员会将行使《公司法》规定的监事会的职权，公司《监事 会议事规则》相应废止。 ...

广和通（300638）(00638)发布公告，经公司职工代表大会民主选举，推选陈绮华女士为公司第四届董 事会职工代表董事，任期自职工代表大会审议通过之日起至第四届董事会任期届满之日止。 ...

智通财经APP讯，广和通(00638)发布公告，经公司职工代表大会民主选举，推选陈绮华女士为公司第四 届董事会职工代表董事，任期自职工代表大会审议通过之日起至第四届董事会任期届满之日止。 ...

证券日报网讯 12月22日晚间，广和通发布公告称，公司2025年第四次临时股东大会审议通过《关于变 更注册资本、取消监事会、修订及其附件并进行工商登记变更的议案》等多项议案。 （编辑 袁冠琳） ...

关于设立全资子公司并完成工商注册登记的公告 证券代码：300638 证券简称：广和通 公告编号：2025-092 深圳市广和通无线股份有限公司 6、法定代表人：陈仕江； 7、住所：江西省萍乡市上栗县金山镇赣湘合作产业园宝华社区 12 栋 6 楼（上 栗工业园）； 8、经营范围：一般项目：集成电路制造，互联网设备制造，网络设备制造， 电气信号设备装置制造，货物进出口，技术进出口，技术服务、技术开发、技术 咨询、技术交流、技术转让、技术推广，通信设备制造，物联网设备制造，电子 元器件制造，计算机软硬件及外围设备制造，通信设备销售，电子元器件批发， 电子元器件零售，电子产品销售，移动通信设备销售，计算机软硬件及辅助设备 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 11 月 28 日召开第四届董事会第二十次会议，审议通过《关于签署投资协议并设立全资子 公司进行产业园区投资的议案》，并于同日与上栗县人民政府签署《投资协议书》， 拟在江西省上栗县设立全资子公司进行产业园区投资。具体内容详见公司于 202 ...