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广电计量(002967)点评:设立西南检测基地&海外公司 检测出海与商业航天等新质检测有望带来新增量
Xin Lang Cai Jing· 2025-11-26 04:38
事件:公司第五届董事会第二十六次会议审议通过两项投资议案。1.同意投资50 万美元设立广电计量检 测(越南)有限公司;2.同意投资8 亿元建设广电计量西南(成都)检测基地。 拟投资建设广电计量西南(成都)检测基地,加速新兴领域检测计量能力布局。此次项目总投资 8 亿 元,旨在解决西南区域长期发展问题,实现公司"十五五"战略发展规划目标。目前公司成都实验室基地 现有经营场地均为租赁场地,主要园区场地处于饱和状态,且各实验室布局分散,其中计量实验室、可 靠性与环境实验室、电磁兼容实验室等专业实验室受限于场地问题较难扩张产能,新兴领域相关计量检 测业务较难建设配套实验室。通过建设西南检测基地,公司将解决场地问题对于业务发展的制约,有效 降低长期运营成本及费用,提升整体盈利水平,在"十五五"时期众多新兴产业有望进入快速发展阶段满 足相应产品的大量检测需求。 风险提示:技术研发进度不及预期风险;政策支持不及预期风险;商业化落地不及预期风险等。 航天检测国家队,稀缺的全客户网点覆盖能力,覆盖卫星/火箭全链条的一站式服务体系。25 年7 月, 国家发布《关于加强商业航天项目质量监督管理工作的通知》。旨在提升商业航天项目的质 ...
广电计量:公司在卫星检测服务领域构建全面的服务能力
Zheng Quan Ri Bao Wang· 2025-11-06 14:13
Core Viewpoint - The company is enhancing its capabilities in satellite testing services, focusing on various critical areas such as component testing, overall reliability, environmental adaptability, electromagnetic compatibility, and cybersecurity [1] Group 1: Business Development - The company has established comprehensive service capabilities in satellite detection, covering key aspects of the industry [1] - It has actively participated in the verification of mainstream products, aligning with the research pace of mainframe manufacturers [1] - The company is investing in cutting-edge verification technology development [1] Group 2: Research and Development - The company possesses strong R&D capabilities, having developed a communication function verification system for the domestic NTN network comprehensive verification field [1] - Future investments will focus on verification development in communication areas such as 6G, NTN, and satellite-ground direct connections [1] - The company aims to accelerate the establishment of industrialized service capabilities [1]
广电计量(002967.SZ):未来将加大6G、NTN、星地直连等通信领域验证开发投入
Ge Long Hui· 2025-11-06 08:39
Core Viewpoint - The company, Guangdian Measurement, emphasizes its strong capabilities in the commercial aerospace testing service sector, highlighting its comprehensive service capabilities and commitment to supporting high-quality development in the industry [1] Group 1: Company Strengths - The company leverages three core advantages: comprehensive capabilities, regional layout, and brand strength to provide efficient and reliable technical support for the commercial aerospace industry [1] - Guangdian Measurement has established a comprehensive service capability in satellite testing, covering critical areas such as component testing, overall reliability, space environment adaptability, electromagnetic compatibility, and network security [1] - The company has deeply engaged in the verification of mainstream products, keeping pace with the research efforts of main engine manufacturers and focusing on the development of cutting-edge verification technologies [1] Group 2: Future Development - The company possesses strong research and development capabilities, having developed a communication function verification system for the domestic NTN network comprehensive verification field [1] - Future investments will be increased in the areas of 6G, NTN, and satellite-ground direct connection communication verification development, aiming to accelerate the establishment of industrial service capabilities [1]
广电计量预计明年利润双位数增长,业务覆盖“十五五”多领域
Nan Fang Du Shi Bao· 2025-10-29 09:54
10月29日,广州数字科技集团旗下A股上市公司广电计量发布投资者关系活动记录表显示,公司近日与 民生证券等81位投资者线上交流。公告披露,广电计量预计2026年利润增长将继续高于收入增速,净利 润率保持双位数增长。公司业务布局覆盖"十五五"规划建议提及的多个重点产业。 | | 本报告期 | 本报告期比上年同期 增减 | 年初至报告期末 | 年初至报告期末比 上年回 原增减 | | --- | --- | --- | --- | --- | | 营业收入(元) | 937,712,911.41 | 14.91% | 2,415,963,589,04 | 11.86% | | 归属于上市公司股东的 净利润(元) | 141,503,603,44 | 29.73% | 238,819,380.51 | 26.51% | | 归属于上市公司股东的 扣除非经常性损益的净 利漏(元) | 133,561,054.04 | 35,56% | 217,004,926.14 | 31.86% | 广电计量2025年第三季度报告 在卫星检测服务领域业务覆盖零部件检测、整机可靠性、空间环境适应性、电磁兼容、网络安全等关键 环节。且 ...