成都雷电微力科技股份有限公司 2025 年第三季度报告 证券代码：301050 证券简称：雷电微力 公告编号：2025-041 1 成都雷电微力科技股份有限公司 2025 年第三季度报告 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。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担个 别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、完 整。 3.第三季度财务会计报告是否经过审计 □是 否 成都雷电微力科技股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 是 □否 追溯调整或重述原因 其他原因 | | | 上年同期 | | 本报告期 比上年同 | | 上年同期 | | 年初至报 告期末比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 年 ...

证券日报网讯雷电微力（301050）10月23日在互动平台回答投资者提问时表示，公司拥有经验丰富的芯 片设计团队，设计适用于相控阵微系统的各类核心芯片，包括但不限于高性能毫米波芯片、多功能波束 赋形芯片、高集成度电源管理芯片等。 ...

Core Viewpoint - A Chinese pharmaceutical company, BaiLi Tianheng, is leading a new paradigm in cancer treatment with its revolutionary anti-cancer drug, iza-bren, which has shown significant clinical benefits in treating nasopharyngeal carcinoma [1][4][6]. Group 1: Clinical Research and Results - The Phase III clinical trial of iza-bren for nasopharyngeal carcinoma involved 386 patients across 55 centers in China, demonstrating a confirmed objective response rate (cORR) of nearly 55% and a median progression-free survival (mPFS) exceeding 8 months, both significantly better than standard chemotherapy [4][6][9]. - The drug also exhibited a low treatment-related adverse event (TRAE) discontinuation rate of only 2.6%, indicating a favorable safety profile [6][9]. - In addition to nasopharyngeal carcinoma, iza-bren has shown potential in treating recurrent metastatic ovarian cancer and various Western solid tumors, further validating its broad tumor treatment efficacy [3][4][9]. Group 2: Market Potential and Strategic Goals - BaiLi Tianheng aims to position iza-bren as a blockbuster drug with peak sales exceeding $20 billion, supported by its extensive clinical development and a wide range of indications, including lung cancer, breast cancer, and esophageal cancer [7][8][9]. - The company has already secured breakthrough therapy designations for multiple indications from the CDE and FDA, enhancing its market entry prospects [7][8][9]. - BaiLi Tianheng's strategic partnerships, such as the recent $250 million milestone payment from Bristol-Myers Squibb, reflect confidence in the drug's clinical potential and market viability [8][15]. Group 3: Innovation and Technology Platform - BaiLi Tianheng's HIRE-ADC platform enables continuous innovation in antibody-drug conjugates (ADCs), ensuring a robust pipeline of candidates with both first-in-class and best-in-class potential [13][14]. - The platform's capabilities allow for the development of differentiated products, which is crucial for achieving high pricing and rapid market penetration [13][14]. - The company is investing significantly in infrastructure to support the commercialization and supply of iza-bren, with plans for a modern pharmaceutical facility and a dual-center R&D strategy in China and the U.S. [14][15].

登录新浪财经APP 搜索【信披】查看更多考评等级 2025年10月21日，成都雷电微力科技股份有限公司（下称"公司"）发布《关于董事、高级管理人员减持 股份计划期间届满暨实施情况更正公告》，对前一日披露的减持相关公告中出现的股数单位录入错误进 行更正，并向投资者致歉。 原公告现单位错误，"万股"更正为"股" 公告显示，公司于2025年10月20日披露《关于董事、高级管理人员减持股份计划期间届满暨实施情况公 告》（公告编号：2025-037）。经核查，因工作人员疏忽，原公告中"股东减持前后持股情况"表格的股 数单位存在录入错误。 （信息来源：成都雷电微力科技股份有限公司公告） 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 点击查看公告原文>> 责 ...

证券代码：301050 证券简称：雷电微力 公告编号：2025-039 成都雷电微力科技股份有限公司 关于董事、高级管理人员减持股份计划期间届满 暨实施情况公告 1.股东减持股份情况 | 股东 | | | 减持 | 减持区间 | 减持 | 减持股份占 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | 减持方式 | 减持期间 | 均价 | | 股数 | 公司总股本 | | | | | （元/股） | （元/股） | （股） | 的比例 | | 桂峻 | 集中竞价 | 2025 -2025 | 年 7 月 年 8 | 31 月 5 | 日 日 | 52.9194 | 51.49-54.58 | 98,000 | 0.0401% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 张隆彪 | 集中竞价 | 2025 -2025 | 年 7 月 年 8 | 21 月 4 | 日 日 | 52.172 | 51.82-53.16 | 31,320 | 0.0128% | | 刘潇寒 | ...

成都雷电微力科技股份有限公司（下称"公司"）于 2025 年 10 月 20 日披露了《关于董事、高级管理人员减持股份计划期间届满暨实施情况公 告》（公告编号：2025-037）。因工作人员疏忽，原公告中股东"股东减 持前后持股情况"单位栏股数单位录入错误，现更正如下： 证券代码：301050 证券简称：雷电微力 公告编号：2025-038 成都雷电微力科技股份有限公司 关于董事、高级管理人员减持股份计划期间届满 暨实施情况更正公告 本公司及董事会全体成员保证公告内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 股东本次减持前后持股情况 | | | 本次减持前持有股份 | | 本次减持后持有股份 | | | --- | --- | --- | --- | --- | --- | | 股东 | 股份性质 | 股数 | 占总股本比例 | 股数 | 占总股本比例 | | | | （股） | （%） | （股） | （%） | 除上述更正内容外，原公告其他内容不变，由此给广大投资者带来的 不便，公司深表歉意。公司今后将加强信息披露审核，提高信息披露质量， 敬请广大投资者谅解。 特此公告。 成都雷电微力科技 ...

Core Viewpoint - The company announced that its directors and senior management will reduce their holdings through a centralized bidding method, with a total reduction not exceeding 262,700 shares, representing 0.1075% of the company's total share capital [1] Summary by Relevant Sections Share Reduction Details - The actual number of shares reduced by each individual is as follows: 98,000 shares, 31,320 shares, 11,700 shares, 22,000 shares, and 3,250 shares, corresponding to reduction ratios of 0.0401%, 0.0128%, 0.0048%, 0.0090%, and 0.0013% respectively [1] - The reduction plan period was from July 18, 2025, to August 29, 2025, and has since expired on October 17, 2025 [1] Source of Shares - All shares involved in the reduction were sourced from the restricted stock incentive plan and capital reserve conversion shares [1]

证券代码：301050 证券简称：雷电微力 公告编号：2025-037 成都雷电微力科技股份有限公司 关于董事、高级管理人员减持股份计划期间届满 暨实施情况公告 公司董事、高级管理人员桂峻先生、张隆彪先生，公司高级管理人 员刘潇寒先生、刘凤娟女士、叶涛先生保证向本公司提供的信息内容真 实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 成都雷电微力科技股份有限公司（下称"公司"）于 2025 年 6 月 26 日披露了《关于董事、高级管理人员减持股份预披露的公告》，公司董事、 高级管理人员桂峻先生、张隆彪先生，公司高级管理人员刘潇寒先生、刘 凤娟女士、叶涛先生按照相关规定，计划以集中竞价方式减持所持有的公 司股票，总计不超过 262,663 股，占公司总股本（扣除回购专用账户中股 数，下同）的 0.1075%。 股份。 2.股东本次减持前后持股情况 | 股东 | 股份性质 | 本次减持前持有股份 | | | 本次减持后持有股份 | | --- | --- | --- | --- | --- | --- | | | | 股数 | 占总股本 ...

Market Overview - As of 14:00, the Shanghai Composite Index is at 3859.80 points, with an increase of 0.52% [1] - The total trading volume of A-shares today is 1,431.28 billion yuan [1] Technical Analysis - A total of 84 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - The stocks with the largest distance between their 5-day and 10-day moving averages include: - Yunnan Zhenye: 5-day MA is -2.45% below the 10-day MA [1] - Qiangli New Materials: 5-day MA is -2.22% below the 10-day MA [1] - Feirongda: 5-day MA is -2.14% below the 10-day MA [1] Individual Stock Performance - Yunnan Zhenye (002428): Today's change is -0.93%, with a 5-day MA of 27.71 yuan and a 10-day MA of 28.41 yuan [1] - Qiangli New Materials (300429): Today's change is +0.53%, with a 5-day MA of 13.95 yuan and a 10-day MA of 14.26 yuan [1] - Feirongda (300602): Today's change is +1.03%, with a 5-day MA of 33.00 yuan and a 10-day MA of 33.72 yuan [1] - Other notable stocks include: - Warner Pharmaceuticals (688799): Today's change is +0.43%, with a 5-day MA of 55.41 yuan [1] - Blue Ying Equipment (300293): Today's change is +0.34%, with a 5-day MA of 24.48 yuan [1] Additional Stock Data - The following stocks also show a downward trend in their 5-day moving averages compared to their 10-day moving averages: - Nanya New Materials (688519): -0.90% change, 5-day MA of 74.18 yuan [1] - Aerospace Morning Light (600501): -2.84% change, 5-day MA of 23.60 yuan [1] - Haichen Pharmaceutical (300584): +1.92% change, 5-day MA of 57.39 yuan [1]

Core Viewpoint - 雷电微力 and 国博电子 have distinct product offerings and technological focuses, with 雷电微力 specializing in T/R components and array antennas, while 国博电子 focuses on active phased array T/R components, RF modules, and RF amplification chips [2]. Company Summary - 雷电微力's product lineup includes T/R components and array antennas, indicating a focus on specific components within the telecommunications sector [2]. - 国博电子's main products consist of active phased array T/R components, RF modules, and RF amplification chips, showcasing a different technological approach and application area compared to 雷电微力 [2]. Industry Summary - The differences in core technologies, product forms, and application fields between 雷电微力 and 国博电子 highlight the diverse landscape within the telecommunications component industry [2].