格隆汇12月30日丨广和通(00638.HK)公布，2025年12月30日，公司通过私人安排耗资人民币1247.68万 元回购126.79万股A股，每股回购为人民币9.04-10.4元。 ...

广和通（300638）(00638)发布公告，于2025年12月30日斥资1247.7万元回购126.8万股A股。 ...

智通财经APP讯，广和通(00638)发布公告，于2025年12月30日斥资1247.7万元回购126.8万股A股。 （原标题：广和通(00638)12月30日斥资1247.7万元回购126.8万股A股） ...

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、本次回购注销分别涉及 2022 年股权激励计划、2023 年股权激励计划的 156 名、213 名激励对象分别持有的 657,168 股、610,730 股限制性股票。合计回 购注销 369 名激励对象（剔除重复对象后共计 236 名）持有的限制性股票数量为 1,267,898 股，占公司回购注销前总股本的 0.14%。 2、本次回购中， 2022 年股权激励计划、2023 年股权激励计划之限制性股 票分别按照 9.04 元/股、10.40 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 12,476,776.62 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 限制性股票回购注销事宜已于 2025 年 12 月 29 日办理完成。本次回购注销完成 后，公司总股本将由 900,533,742 股变为 899,265,844 股。 证券代码：300638 证券简称：广和通 公告编号：202 ...

Company Overview - Guanghetong Wireless Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on November 11, 1999. The company went public on April 13, 2017. Its main business involves the design, research and development, and sales services of wireless communication modules and their applications [2]. - The company's revenue composition is primarily from wireless communication modules, accounting for 99.38%, with other sources contributing 0.62% [2]. - Guanghetong is classified under the communication industry, specifically in communication equipment, focusing on communication terminals and accessories. It is associated with concepts such as AI toys, embodied intelligence, edge AI, smart glasses, and eSIM [2]. Financial Performance - For the period from January to September 2025, Guanghetong reported a revenue of 5.366 billion yuan, representing a year-on-year decrease of 13.69%. The net profit attributable to shareholders was 316 million yuan, down 51.50% year-on-year [2]. - Since its A-share listing, Guanghetong has distributed a total of 869 million yuan in dividends, with 620 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders for Guanghetong was 79,500, a decrease of 3.54% from the previous period. The average number of circulating shares per person increased by 3.67% to 6,703 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 6.3011 million shares, an increase of 1.553 million shares from the previous period. The Southern CSI 1000 ETF is the seventh largest, holding 4.2008 million shares, a decrease of 50,000 shares [3]. Stock Performance - On December 30, Guanghetong's stock price increased by 2.30%, reaching 28.44 yuan per share, with a trading volume of 635 million yuan and a turnover rate of 4.25%. The total market capitalization stood at 25.611 billion yuan [1]. - Year-to-date, Guanghetong's stock price has risen by 43.63%, with a 6.32% increase over the last five trading days. However, it has seen a decline of 17.33% over the past 20 days and a 5.33% decrease over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" three times this year, with the most recent appearance on December 2, where it recorded a net buy of -92.5283 million yuan [1].

Core Viewpoint - Guanghe Tong (300638) has seen a near 4% increase in stock price, reflecting positive market sentiment following its participation in the 2025 Guangdong-Hong Kong-Macao Greater Bay Area AI Hardware Carnival, where it showcased its comprehensive AI capabilities [1] Group 1: Company Performance - As of the latest report, Guanghe Tong's stock price is at 15.74 HKD with a trading volume of 26.12 million HKD [1] - The company is recognized as a global leader in wireless communication and AI solutions, highlighting its robust AI stack capabilities that support the large-scale implementation of AI hardware [1] Group 2: Market Trends and Future Outlook - Short-term demand for the company's overseas Fixed Wireless Access (FWA) and IoT businesses is expected to remain strong, with an anticipated improvement in shipment structure leading to stable recovery in profitability [1] - Long-term trends indicate a shift of AI computing from cloud to edge, positioning the company to capitalize on new opportunities in the edge computing market, particularly in sectors like AIPC and outdoor robotics, which are expected to contribute to future revenue growth [1]

Group 1 - The core viewpoint of the news is that Guanghetong's stock has experienced fluctuations, with a year-to-date increase of 39.79% but a recent decline over the past 20 and 60 days [1] - As of December 29, Guanghetong's stock price was 27.68 yuan per share, with a total market capitalization of 24.93 billion yuan [1] - The company has seen significant net outflows of capital, with a net outflow of 93.60 million yuan on the same day [1] Group 2 - Guanghetong, established on November 11, 1999, specializes in the design, research, and sales of wireless communication modules, with 99.38% of its revenue coming from this segment [2] - As of September 30, 2025, Guanghetong reported a revenue of 5.366 billion yuan, a year-on-year decrease of 13.69%, and a net profit of 316 million yuan, down 51.50% year-on-year [2] - The company has distributed a total of 869 million yuan in dividends since its A-share listing, with 620 million yuan distributed in the last three years [3] Group 3 - As of September 30, 2025, the number of shareholders in Guanghetong was 79,500, a decrease of 3.54% from the previous period [2] - The largest circulating shareholder is Hong Kong Central Clearing Limited, holding 6.3011 million shares, an increase of 1.553 million shares from the previous period [3] - The South China CSI 1000 ETF is the seventh-largest circulating shareholder, holding 4.2008 million shares, a decrease of 50,000 shares from the previous period [3]

Group 1 - The core viewpoint of the news is that Guanghetong's stock has shown significant fluctuations, with a year-to-date increase of 43.88% and a recent decline over the past 60 days of 9.67% [1] - As of December 26, Guanghetong's stock price was 28.49 yuan per share, with a total market capitalization of 25.656 billion yuan [1] - The company has experienced net outflows of main funds amounting to 37.155 million yuan, with large orders showing a buy-sell ratio of 1.04 billion yuan to 1.29 billion yuan [1] Group 2 - Guanghetong, established on November 11, 1999, specializes in the design, research, and sales of wireless communication modules, with 99.38% of its revenue coming from this segment [2] - As of September 30, 2025, Guanghetong reported a revenue of 5.366 billion yuan, a year-on-year decrease of 13.69%, and a net profit of 316 million yuan, down 51.50% year-on-year [2] - The company has distributed a total of 869 million yuan in dividends since its A-share listing, with 620 million yuan distributed over the past three years [3]

格隆汇12月25日丨广和通(300638.SZ)在互动平台表示，公司有支持卫星通信的无线通信模组产品，目 前主要用于卫星物联网领域。 ...

Group 1 - The core viewpoint of the article is that Guanghe Tong (300638.SZ) has announced that its wireless communication modules and solutions can be applied in the automotive smart cockpit sector [1] Group 2 - The company is actively engaging with the market through its interactive platform to communicate its technological capabilities [1] - The application of wireless communication technology in automotive smart cockpits indicates a potential growth area for the company [1]