据证监会官网显示，无线通信模组龙头移远通信定增23亿元的方案，于近日正式获得上海证券交易所受理。 移远通信成立于2010年，是全球领先的物联网整体解决方案供应商，深耕物联网行业十余年，拥有完备的IoT产品和服务，涵盖模组、天线等硬件产品， 以及丰富的服务和解决方案。公司于2019年登陆上交所，目前总市值在219.82亿元左右。 定增23亿元，加码AI等领域 公告显示，移远通信本次定增的主要用途，是用于车载及5G模组扩产项目、AI算力模组及AI解决方案产业化项目、总部基地及研发中心升级项目、补充 流动资金项目。 | | | 单位:万元 | | --- | --- | --- | | 项目名称 | 投资总额 | 募集资金投资金额 | | 车载及 5G 模组扩产项目 | 95,726.57 | 95,726.57 | | AI 算力模组及 AI 解决方案产业化项目 | 41,123.77 | 41,123.77 | | 总部基地及研发中心升级项目 | 72,844.38 | 53.149.66 | | 补充流动资金项目 | 40,000.00 | 40.000.00 | | 合计 | 249,694.72 | 23 ...

当前，随着AI应用带来的业务转型。针对关键任务网络或特定细分垂直领域定制产品，还是构建边缘 计算与AI协同的解决方案——已成为企业保持持续成功的关键要素。 5月29日，爱立信Imagine Live全球路演中国站于北京启动。表明爱立信仍在中国市场加大与中国运营商 和产业合作伙伴间的创新合作。 爱立信全球网络业务战略负责人 Hans Hammar在采访中表示："中国市场堪称全球最具潜力的市场之 一，因其具备许多核心优势，尤其是在5G能力方面——中国的5G独立组网（5G SA）和5G Advanced部 署已十分发达且稳健。但与此同时，中国市场面临关键挑战：变现能力、用户价值（ARPU值）非常 低，许多商业软件未能充分释放市场价值，尤其是数据增长带来的潜在价值没有办法被获取和捕捉。" 作者 沈建缘 对于中国运营商来说，实现基于性能与差异化需求的新的商业模式，需应对两大挑战：一是通过可编程 网络确保性能提供；二是为市场提供相应的激励机制——让用户在支付更高费用时，切实感知性能提 升。 Hans Hammar认为，在当前经济环境下，爱立信在中国市场有很多机会。"我们的应对策略包括：一方 面以先进技术赋能，另一方面引入 ...

Financial Data and Key Metrics Changes - Keysight reported revenue of $1.3 billion and earnings per share of $1.7, exceeding the high end of guidance, marking the second consecutive quarter of revenue growth [5][18] - Orders grew 8% year over year and 4% sequentially to $1.3 billion, indicating a solid demand environment [5][18] - Gross margin was reported at 65%, with operating margin increasing by 100 basis points to 25% year over year [18] Business Segment Data and Key Metrics Changes - The Communications Solutions Group (CSG) generated revenue of $913 million, up 9% on both reported and core basis, driven by strong demand in wireline and wireless sectors [21] - Aerospace, Defense and Government revenue increased by 9% to $300 million, reflecting strong order growth in the U.S. and Europe [21] - The Electronics Industrial Solutions Group (EISG) saw revenue return to growth at $393 million, a 5% increase, with semiconductor and general electronics growth offsetting declines in automotive [21] Market Data and Key Metrics Changes - Orders in the aerospace and defense sector grew, driven by investments in defense modernization in the U.S., Europe, and Asia [11][12] - The demand environment in Asia was strong, particularly in commercial communications and semiconductor sectors, although automotive demand in China remained weak [92] Company Strategy and Development Direction - Keysight is focused on long-term investments aligned with technology trends, emphasizing a diversified global supply chain with minimal exposure to China [6][24] - The company is pursuing a balanced return of capital while investing for long-term growth, having returned over $1.7 billion to investors through share repurchases [6][7] - Keysight's strategy includes expanding its software and services segment, which now accounts for approximately 36% of revenue, with a focus on simulation and virtual prototyping [70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in market leadership and the strength of the operating model despite macroeconomic uncertainties [6][25] - The company raised its full-year revenue growth expectations to the midpoint of its 5% to 7% long-term target, anticipating a strong Q3 based on a solid backlog [25] - Management noted that while tariffs pose risks, they have not seen material adverse effects on demand and are actively working to mitigate tariff impacts [24][25] Other Important Information - Keysight's cash flow from operations was strong at $484 million, with free cash flow of $457 million [22] - The company has a backlog of $2.4 billion entering Q3, indicating a solid scheduled shipment position [25] - Keysight is progressing through regulatory reviews for pending acquisitions, including Spirent and Optical Solutions Group [22] Q&A Session Summary Question: Update on AI traction and its significance for the business - Management views AI as a long-term trend with a multiyear roadmap, contributing to growth in wireline business, which grew double digits in the first half [30][33] Question: Incremental improvement in top-line outlook - The increase in top-line expectations is based on strong performance in the first half and a solid pipeline of opportunities [39] Question: Clarification on tariff impact - The estimated annual tariff exposure is $75 million to $100 million, with efforts underway to mitigate this impact [44][45] Question: Insights on aerospace and defense orders - Orders grew in the U.S. and Europe, with notable contracts awarded, indicating a strong spending environment [56] Question: Understanding the wireless business performance - The wireless business remains stable, with strength in network infrastructure and ongoing investments in new technologies [66] Question: Growth in Software and Services segment - The company is focused on growing software and services, which have shown resilience during downturns, with double-digit growth in simulation business [70] Question: Demand in wireline and semiconductor testing - The wireline business remains heavily R&D oriented, benefiting from increased manufacturing activity as the industry ramps up for digital infrastructure [96]

T-Mobile US (TMUS) Q4 2024 Earnings Call January 29, 2025 08:00 AM ET Company Participants Cathy Yao - SVP - Investor RelationsMike Sievert - President and CEOPeter Osvaldik - Executive VP & CFOBenjamin Swinburne - Managing DirectorMike Katz - Chief Marketing OfficerDavid Barden - Managing DirectorJon Freier - President of Consumer GroupCallie Field - President of Business GroupJonathan Chaplin - Managing PartnerUlf Ewaldsson - President of TechnologyKannan Venkateshwar - Managing DirectorJanice Kapner - Ex ...