Core Viewpoint - The company, 雷电微力 (301050.SZ), has successfully applied its self-developed chips in BeiDou navigation satellites, meeting the performance and reliability requirements for satellite communication T/R chips [1]. Group 1 - The self-developed chips are now utilized in BeiDou navigation satellites [1]. - The chips fulfill the performance requirements for satellite communication [1]. - The reliability standards for the T/R chips have been met [1].

Core Viewpoint - The company 雷电微力 (301050.SZ) expects a significant decline in net profit for 2025, with projections indicating a decrease of 44.55%-54.77% compared to the previous year, primarily due to delays in product acceptance and revenue recognition issues [1] Financial Performance - The estimated net profit attributable to shareholders for 2025 is projected to be between 15.5 million and 19 million yuan, while the net profit after deducting non-recurring gains and losses is expected to be between 13.5 million and 17 million yuan, reflecting a decline of 46.01%-57.12% year-on-year [1] - A revenue adjustment of 53.09 million yuan is anticipated due to discrepancies between provisional pricing and audited prices, which is expected to negatively impact net profit by approximately 45.13 million yuan [1] Research and Development - The company plans to allocate approximately 66 million yuan for research and development expenses, which will account for about 9% of total revenue during the reporting period [1] - Non-recurring gains and losses are expected to have a positive impact of 21 million yuan on net profit [1] Future Outlook - In 2026, the company aims to leverage industry development opportunities by enhancing its research capabilities and industrialization capacity, increasing R&D investment, and promoting automation and intelligent manufacturing [1] - The focus will be on rapid research, development, and mass production to provide customers with reliable, efficient, and cost-effective product solutions, facilitating the widespread application of millimeter-wave microsystems across various fields [1]

Group 1 - The company LeiDian WeiLi (301050.SZ) has disclosed its performance forecast for the year 2025, expecting a net profit attributable to shareholders of between 155 million yuan and 190 million yuan, representing a year-on-year decline of 44.55% to 54.77% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 135 million yuan and 170 million yuan, indicating a year-on-year decrease of 46.01% to 57.12% [1]

Core Viewpoint - The company 雷电微力 (301050.SZ) has disclosed its earnings forecast for the year 2025, indicating a significant decline in net profit compared to the previous year [1] Financial Performance - The company expects a net profit attributable to shareholders of between 155 million yuan and 190 million yuan, representing a year-on-year decrease of 44.55% to 54.77% [1] - The net profit after deducting non-recurring gains and losses is projected to be between 135 million yuan and 170 million yuan, reflecting a year-on-year decline of 46.01% to 57.12% [1]

Core Viewpoint - The company 雷电微力 is forecasting a significant decline in net profit for the year 2025, with expectations of a decrease between 44.55% and 54.77% compared to the previous year [1] Financial Performance - The projected net profit attributable to shareholders for 2025 is estimated to be between 15,500 million and 19,000 million [1] - The projected net profit after deducting non-recurring gains and losses is expected to be between 13,500 million and 17,000 million, reflecting a year-on-year decrease of 46.01% to 57.12% [1] Reasons for Performance Change - The company cites two main reasons for the performance decline: 1. Delays in the acceptance progress of a batch of products, resulting in unrecognized revenue during the reporting period [1] 2. Adjustments to previously recognized revenue due to price differences between provisional and audited prices, leading to a reduction in operating income by 5,309 million, which is expected to impact net profit by approximately -4,513 million [1] Research and Development Expenses - The company anticipates research and development expenses to be around 6,600 million, which represents approximately 9% of operating income [1] Non-recurring Gains and Losses - The impact of non-recurring gains and losses on net profit is estimated to be 2,100 million during the reporting period [1]

证券代码：301050 证券简称：雷电微力 公告编号：2026-001 成都雷电微力科技股份有限公司 2025年度业绩预告 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、本期业绩预计情况 （一）业绩预告期间 2025 年1 月1 日至2025 年12 月31 日。 （二）业绩预告情况 预计净利润为正值且属于同向下降 50%以上情形。 | 项目 | 本报告期 | 上年同期 | | --- | --- | --- | | 归属于上市 公司股东的 | 盈利：15500万元–19000万元 | | | 净利润 | 比上年同期下降：44.55%-54.77% | 盈利：34267.50万元 | | 扣除非经常 性损益后的 | 盈利：13500万元–17000万元 | | | 净利润 | 比上年同期下降：46.01%-57.12% | 盈利：31485.00万元 | 二、与会计师事务所沟通情况 1.本报告期预计公司净利润较上年同期下降，主要原因系： （1）公司某批产产品验收进度不及预期，所交付产品未能于报 告期内确认收入； （2）某批产产品因暂定价与审核价格之间的价 ...

Group 1 - The core viewpoint of the news is that 雷电微力 (Lightning Micro Power) has seen a stock price increase of 5%, reaching 60.26 CNY per share, with a trading volume of 804 million CNY and a turnover rate of 6.48%, resulting in a total market capitalization of 14.897 billion CNY [1] - 雷电微力 is based in Chengdu, Sichuan Province, and was established on September 11, 2007. The company went public on August 24, 2021, and its main business involves the research, development, manufacturing, testing, and sales of millimeter-wave active phased array microsystems [1] - The revenue composition of 雷电微力 is heavily reliant on array antennas, which account for 99.96% of its main business income, while other sources contribute only 0.04% [1] Group 2 - 国泰中证军工ETF (Guotai CSI Military Industry ETF) is one of the top ten circulating shareholders of 雷电微力, having reduced its holdings by 355,400 shares to a total of 1.651 million shares, representing 0.79% of the circulating shares [2] - The estimated floating profit from the current holdings of 国泰中证军工ETF is approximately 4.7384 million CNY [2] - 国泰中证军工ETF was established on July 26, 2016, with a current scale of 10.652 billion CNY. It has achieved a year-to-date return of 11.17%, ranking 1088 out of 5546 in its category, and a one-year return of 54.21%, ranking 1097 out of 4261 [2] Group 3 - The fund manager of 国泰中证军工ETF is 艾小军, who has a cumulative tenure of 12 years and 14 days. The total asset scale of the fund is 186.973 billion CNY [3] - During his tenure, the best fund return achieved was 319.05%, while the worst return was -46.54% [3]

Group 1 - The core point of the article is that Lightning Micro Power has reported its total number of shareholders as of January 10, 2026, which stands at 47,744 households [2]

Group 1 - The company has chip design capabilities and the core chips are self-developed, but it does not engage in chip manufacturing [2]

Core Viewpoint - LeiDian Micro Power (301050) reported that as of December 31, 2025, the total number of shareholders is expected to be 38,848 [1] Summary by Category - Company Information - LeiDian Micro Power anticipates having a total of 38,848 shareholders by the end of 2025 [1]