Core Insights - Guanghetong announced the large-scale commercial production of its wireless smart lawn mowing robot solution for Changke Technology, a subsidiary of Yongqiang Group, during the MWC Barcelona 2025 [1] - The solution addresses the high deployment costs and low flexibility associated with traditional lawn mowers that require buried boundary wires, thus facilitating the rapid commercialization of wireless smart mowing technology in markets like Europe [1] - The smart lawn mower solution leverages machine vision and AI algorithms to achieve multiple capability breakthroughs [1]

Core Insights - Fibocom has launched the MQ780-GL Cat.M module, which integrates the Qualcomm E51 4G Modem-RF, aimed at enhancing the adoption of LPWA technologies in various applications such as smart metering and asset tracking [1][5] Product Features - The MQ780-GL supports 3GPP Release 14 Cat.M1 and NB-IoT, automatically switching modes for optimal coverage across global frequency bands, ensuring reliable connectivity in regions like North America, Europe, and Asia [2] - It utilizes advanced power management technology, significantly extending battery life with features like Power Saving Mode (PSM) and extended Discontinuous Reception (eDRX), making it suitable for long-term applications requiring over 10 years of battery life [3] - The module supports multiple protocols including MQTT, CoAP, and LwM2M, and interfaces such as UART, I2C, and I2S, facilitating seamless device connectivity [4] Market Impact - The introduction of the MQ780-GL is expected to drive the adoption of Cat.M and NB-IoT technologies, enhancing connectivity efficiency in smart cities and asset tracking [5][6] - Fibocom aims to deepen collaborations with chipset partners and vertical industries to promote the commercialization of low-power Cat.M/NB-IoT solutions [6]

Core Insights - Fibocom has launched new 5G modules and solutions based on Qualcomm's latest X85/X82 5G Modem-RF, aimed at facilitating the transition to next-generation Fixed Wireless Access (FWA) technologies and accelerating commercialization [1][6] Group 1: Product Features - The Qualcomm X85/X82 5G Modem-RF offers significant performance upgrades over the previous generation, including enhanced network coverage, reduced latency, improved energy efficiency, and increased mobility [2][6] - The new 5G modules support six-carrier aggregation in the NR Sub-6GHz downlink, providing bandwidth exceeding 300 MHz for faster transmission speeds and broader signal coverage [3][9] - Intra-Band uplink carrier aggregation is included to ensure faster data rates, optimizing performance for bandwidth-intensive applications like video conferencing and online gaming [3][9] Group 2: Software Innovations - The Qualcomm X85 Modem-RF introduces software innovations, supporting OpenWRT 24.x, RDK-B, and prplOS, allowing users to choose the platform that best fits their needs [4][9] - The Qualcomm® 5G AI Suite and Qualcomm® Networking AI Suite enhance Quality of Service (QoS) management by intelligently prioritizing network traffic for high-priority tasks [5][9] Group 3: Strategic Collaboration - Qualcomm and Fibocom are collaborating to set new benchmarks in network coverage, latency, energy efficiency, and mobility, contributing to a more connected future [6][7] - Fibocom is committed to driving the adoption of 5G technology and AI applications, believing that this partnership will accelerate the intelligent evolution of the FWA market [7]

深圳市广和通无线股份有限公司 关于控股股东、实际控制人部分股份质押及部分股份提前购 回解除质押的公告 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。 一、股东股份质押及提前解除质押的基本情况 | | 是否为第 | | 本次质 | 本次质 | 是否 | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 一大股东 | 本次质押 | 押占其 | 押占公 | 为限 | 为补 | 质押起 | 质押到 | 质权人 | 质押用 | | 名称 | 及一致行 | 股数（股） | 所持股 | 司总股 | 售股 | 充质 | 始日 | 期日 | | 途 | | | 动人 | | 份比例 | 本比例 | | 押 | | | | | | 张天 | 是 | 12,550,000 | 4.46% | 1.64% | 是 | 否 | 2025 年 2 月 25 | 2026 年 2 月 25 | 国信证 券股份 | 质押置 | | 瑜 | | | | | | | | ...

2025 年 02 月 22 日 (300638) 具身智能机器人等深度布局，端侧 AI 预计爆发 报告原因:有信息公布需要点评 ST N (维持) | 市场数据: | 2025 年 02 月 21 日 | | --- | --- | | 收盘价（元） | 37.85 | | 一年内最高/最低（元） | 44.44/10.03 | | 市净率 | 8.2 | | 股息率%（分红/股价） | 1.00 | | 流通 A 股市值 (百万元) | 20,153 | | 上证指数/深证成指 | 3,379.11/10,991.37 | | 注："股息率"以最近一年已公布分红计算 | | | 基础数据: | 2024年09月30日 | | --- | --- | | 每股净资产（元） | 4.60 | | 资产负债率% | 52.55 | | 总股本/流通 A 股 (百万) | 765/532 | | 流通 B 股/H 股 (百万) | | 年内股价与大盛对比走势： 广和通 the states of the states of the states of the states of the states of the ...

证券代码：300638 证券简称：广和通 公告编号：2025-007 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首次授予部分 第三个行权期行权情况的公告 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。 特别提示： 1、本次行权的期权代码为 036462，期权简称为广和 JLC2。 2、本次股票期权行权方式为集中行权，行权价格为 16.263 元/份。 3、本次符合行权条件的激励对象共计 90 名，可行权的股票期权数量为 577,541 份。在缴款过程中，由于 5 名激励对象离职不得行权、1 名激励对象放 弃行权，实际行权激励对象为 84 名，实际行权股票期权数量为 481,263 份，占 公司目前总股本的 0.06%。 （一）2021 年股票期权激励计划简介 公司于 2021 年 3 月 19 日召开第二届董事会第二十八次会议、于 2021 年 4 月 13 日召开 2021 年第一次临时股东大会，审议通过了《关于<2021 年股票期权 与限制性股票激励计划（草案）>及其摘要的议案》，2021 年股票期权激励计划 的主要内容如 ...

证券代码：300638 证券简称：广和通 公告编号：2025-006 黄小年女士简历见附件。 深圳市广和通无线股份有限公司 董事会 二 О 二五年二月十四日 附件 深圳市广和通无线股份有限公司 关于更换持续督导保荐代表人的公告 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")于近日收到保荐机构广 发证券股份有限公司(以下简称"广发证券")出具的《关于深圳市广和通无线股 份有限公司变更保荐代表人安排的通知》,广发证券原指派的保荐代表人原烽洲 先生因工作变动原因，不再负责公司 2019 年向特定投资者非公开发行股票的持 续督导保荐工作。为保证持续督导工作的有序进行，广发证券决定由保荐代表人 黄小年女士接替原烽洲先生的持续督导工作。 本次变更后，公司持续督导期间的保荐代表人为万小兵先生和黄小年女士。 由于公司 2019 年向特定投资者非公开发行股票募集资金尚未使用完毕，广发证 券将继续履行募集资金相关的持续督导职责至募集资金使用完毕。 特此公告。 黄小年女士简历 黄小年，女，保荐代表人，注册会计师，管理学硕士。2008 ...

证券代码：300638 证券简称：广和通 公告编号：2025-005 深圳市广和通无线股份有限公司 关于部分限制性股票回购注销完成的公告 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。 特别提示： 1、深圳市广和通无线股份有限公司本次回购注销分别涉及 2021 年股权激励 计划、2022 年股权激励计划、2023 年股权激励计划的 140 名、172 名、230 名激 励对象分别持有的 139,792 股、201,502 股、251,290 股限制性股票。合计回购注 销 542 名激励对象（剔除 275 名重复对象后共计 267 名）持有的限制性股票数量 为 592,584 股，占公司回购注销前总股本的 0.08%。 2、本次回购中，2021 年股权激励计划、2022 年股权激励计划、2023 年股 权激励计划分别按照 7.80 元/股、9.39 元/股、10.75 元/股的回购价格加上金融机 构 1 年期存款利息进行回购，含银行存款利息的回购资金总额为人民币 5,769,107.17 元。 3、经中国证券登记结算有限责任公司深圳分公司审核确认，公司本次部分 ...

Group 1 - The core viewpoint of the articles highlights Guanghe Tong's advancements in high-performance AI modules and solutions that support the DeepSeek-R1 model, enhancing edge AI capabilities while ensuring data privacy [1][2] - Guanghe Tong aims to increase R&D investment and collaborate with industry partners to integrate various AI module power levels with quality models like DeepSeek, creating greater AI value for customers [1][2] - The DeepSeek-R1 model is designed for complex tasks such as mathematics, code generation, and logical reasoning, utilizing large-scale reinforcement learning to enhance inference capabilities [1][2] Group 2 - The deployment of the DeepSeek-R1 model in Guanghe Tong's AI modules is expected to facilitate the large-scale commercialization of edge AI across various industries [2] - Applications of the DeepSeek-R1 model include autonomous driving, robotics, smart manufacturing, healthcare, and AI agents, showcasing its versatility in enhancing AI capabilities in diverse scenarios [2] - Guanghe Tong has established a strong R&D capability in wireless communication technology, focusing on the promotion and application of IoT and mobile internet solutions since its inception [2][3] Group 3 - In January, Guanghe Tong launched an AI toy model solution that integrates AI models and its Cat.1 module, enabling smart toys to achieve AI upgrades without external MCU [3] - This solution allows for audio, video, and image transmission, voice recognition, natural language processing, and machine learning, facilitating multi-dimensional interaction with users [3]

Core Viewpoint - Guanghetong's high-performance AI modules and solutions fully support the small-sized DeepSeek-R1 model, indicating a significant advancement in AI technology applications across various industries [1] Group 1: Applications - The AI modules and solutions equipped with DeepSeek-R1 will be widely applied in autonomous driving, enabling path planning and dynamic obstacle avoidance [1] - In robotics, the technology will facilitate autonomous navigation and operation in complex environments [1] - For smart manufacturing, the solutions will optimize production lines and resource scheduling [1] - In smart healthcare, applications include surgical assistance and intelligent diagnostics [1] - The AI agents will enhance automation in office tasks, intelligent monitoring, and decision-making [1]