Group 1 - The core viewpoint of the news is that Guanghetong's stock performance has shown fluctuations, with a notable increase of 41.26% year-to-date, despite a recent decline in revenue and profit [1][2]. - As of December 25, Guanghetong's stock price was 27.97 yuan per share, with a market capitalization of 25.188 billion yuan and a trading volume of 443 million yuan [1]. - The company has experienced a net outflow of 10.83 million yuan in principal funds, with significant buying and selling activity from large orders [1]. Group 2 - Guanghetong, established on November 11, 1999, specializes in wireless communication modules and related communication solutions, with 99.38% of its revenue coming from this segment [2]. - For the period from January to September 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].

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]

Group 1 - The core viewpoint of the news is that Guanghetong's stock has experienced fluctuations, with a recent decline in price and significant net outflow of funds, indicating potential investor concerns [1] - Guanghetong's stock price decreased by 2.02% to 26.71 yuan per share, with a total market capitalization of 24.053 billion yuan as of December 23 [1] - The company has seen a year-to-date stock price increase of 34.89%, but a recent decline of 2.52% over the last five trading days [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]

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。 ...

Core Viewpoint - Guanghetong announced the approval of several proposals at its fourth extraordinary general meeting of shareholders in 2025, including changes to registered capital and the cancellation of the supervisory board [1] Group 1 - The company held its fourth extraordinary general meeting of shareholders on December 22 [1] - The meeting approved a proposal to change the registered capital [1] - The company also approved the cancellation of the supervisory board and amendments to related documents [1]