Core Insights - The satellite internet sector is undergoing significant transformation driven by domestic tech giants, with the MateX6 three-network satellite edition entering system testing, aiming for public testing in the second half of 2025, marking a breakthrough in low-orbit satellite applications for consumer terminals [1] - China's commercial space industry is at a dual turning point of "technological breakthroughs" and "scale explosion," with unprecedented launch plans expected in the second half of 2025, indicating a rapid increase in the number of satellites in orbit [1] - The demand for testing and inspection services related to commercial space is surging, creating a vast market opportunity, with Guangdian Measurement (002967) emerging as a key player in the commercial space testing sector due to its strong technical foundation and strategic positioning [1] Industry Development - The commercial space industry has been highlighted in government reports for two consecutive years, reflecting strong national support and focus on technological innovation, application expansion, and industry chain collaboration [3] - The market size of China's commercial space industry has grown from 376.42 billion yuan in 2015 to over 2.3 trillion yuan in 2024, with expectations to exceed 2.5 trillion yuan this year [4] - The industry is experiencing profound changes across various segments, including satellite manufacturing and rocket launches, with advancements in modular design, automated testing, and cost-effective, reusable launch vehicles [3][4] Company Initiatives - Guangdian Measurement has disclosed a fundraising plan to raise up to 1.3 billion yuan for strategic investments in satellite internet, aviation equipment, AI chips, and data intelligence, positioning itself to capitalize on market opportunities [2] - The company has established eight technical platforms to ensure quality in commercial space, covering areas such as advanced aerospace material evaluation, space environment adaptability testing, and digital twin simulation [5][6] - Guangdian Measurement is actively collaborating with industry partners, including the Beijing Satellite Manufacturing Factory, to enhance testing capabilities and contribute to the improvement of China's aerospace manufacturing standards [8] Technological Advancements - The company has developed a high-resolution industrial CT testing center for non-destructive testing of satellite components, ensuring product quality by identifying internal defects [7] - The digital twin simulation platform allows for high-precision modeling of satellite systems, helping to identify potential design flaws and optimize product development [5][7] - Guangdian Measurement's innovative "4G IoT satellite communication integrated testing system" supports multi-mode and multi-frequency testing, enhancing the testing capabilities for leading communication enterprises [6] Strategic Vision - The company aims to build a robust ecosystem for commercial space through a one-stop third-party testing and consulting service platform, facilitating collaboration and innovation across the industry [9] - Guangdian Measurement is committed to enhancing the reliability, economic efficiency, and effectiveness of China's commercial space launches, guided by its "Five New" strategic goals [10]

Group 1 - The company, Guangdian Measurement, emphasizes its reliance on talent, technology, and innovative mechanisms to maintain continuous technological innovation [2] - The company aims to serve strategic emerging businesses through its innovative capabilities [2]

Core Viewpoint - The company aims to enhance its performance through refined management in 2024 and plans to gradually drive profit growth through both revenue increase and refined management in 2025 [1] Group 1: Performance and Growth Strategy - The company expects stable annual revenue growth driven by rapid growth in technology innovation-related businesses [1] - The company continues to maintain high-intensity R&D investment in core downstream special industries, including automotive, integrated circuits, and aerospace, with orders growing rapidly [1] - The company anticipates that profit growth will outpace revenue growth through refined management [1]

Group 1 - The company, Guangdian Measurement, is actively planning to expand its overseas business in alignment with the overseas strategies of its existing major clients [1] - The company has already secured a certain volume of overseas business orders this year and is preparing for physical overseas operations and construction [1] - The company is conducting market research to seize opportunities for overseas development and to lay the groundwork for undertaking international projects [1]

Group 1 - The stock price of Guangdian Measurement Testing Group Co., Ltd. has deviated by a cumulative increase of 20.54% over three consecutive trading days, indicating abnormal trading fluctuations [1] - The company has not identified any recent public media reports that could have significantly impacted its stock trading price with undisclosed major information [1] - The company's recent production and operational conditions are normal, and there have been no significant changes in the internal and external operating environment [1] Group 2 - The company, its controlling shareholders, and actual controllers have no undisclosed major matters related to the company or any significant matters in the planning stage [1] - During the period of abnormal stock trading fluctuations, the controlling shareholders and actual controllers did not buy or sell the company's stock [1]

Core Viewpoint - The company is focusing on the development of integrated circuit testing services and is optimistic about future growth opportunities in the context of new government policies supporting the measurement industry [2][4]. Group 1: Business Development - The company has established advanced packaging testing services and is investing in technology research and development in this area, maintaining a stable growth trajectory [2]. - The company is actively involved in integrated circuit testing, providing services across various stages including design, wafer manufacturing, packaging, and component application [2]. - The recent government policy, "Measurement Support for New Quality Productivity Development Action Plan (2025-2030)," is expected to positively impact the measurement industry, providing a supportive framework for technological innovation and compliance [2]. Group 2: Order and Revenue Outlook - The company reports stable growth in overall orders, with expectations for continued stability in the third quarter despite concerns about potential revenue slowdowns due to order delays [3][4][14]. - The visibility of orders in the third quarter is anticipated to remain stable, with no significant downturn in demand from key downstream industries such as aerospace [4][14]. Group 3: Environmental and Carbon Management Services - The company offers a range of environmental services related to carbon footprint certification and green testing, catering to government departments and enterprises [6]. - The team responsible for carbon management services consists of experienced engineers with qualifications in greenhouse gas verification, indicating a strong capability in this area [6]. Group 4: Market Activity and Stock Performance - As of July 24, the company's stock closed at 17.44 yuan, with a slight increase of 0.81%, and a trading volume of 65,300 shares, amounting to a turnover of 114 million yuan [1]. - On the same day, the net inflow of funds from retail investors was 336.96 million yuan, while institutional investors saw a net inflow of 146.71 million yuan, indicating mixed market sentiment [16].

广电计量（002967）7月22日晚间发布向特定对象发行A股股票预案的公告，拟募集资金13亿元，用于 卫星互联网、航空装备、新一代人工智能芯片、数据智能等战略性产能投资，募投项目均是国家新质生 产力代表性产业，是国家科技自立的重点方向，具有较好的产业前景。 广电计量相关负责人表示，本次非公开发行预案是公司加大科技创新产业（300832）布局战略的具体落 地，为公司"十五五"的发展奠定了发展基础，同时也体现公司产融互动，灵活资本运作助力新质生产力 发展和战略目标的实现。公司将以本次发行为契机，进一步强化国有企业使命担当，加大在国家战略性 产业领域的技改和研发投入，充分发挥全国一体化服务优势、全产业链综合服务特色，不断提升资本使 用效率，加速打造科技研发检测龙头企业。 作为全国综合实力领先的第三方计量检测机构，广电计量在科技研发领域的检测能力名列前茅，业务已 覆盖特殊行业、智能网联汽车、航空航天、集成电路、生命科学、数字经济等领域。2024年在上市同行 中，公司研发投入位居前列，研发费用率行业排名第一。 全面布局新赛道 "技术创新是企业持续发展的核心竞争能力，自广州数科集团而下，我们流传着这样一句话：省了技术 创 ...

证券代码：002967 证券简称：广电计量 公告编号：2025-037 广电计量检测集团股份有限公司（以下简称"公司"）第五届监事会第十二 次会议于 2025 年 7 月 21 日以通讯方式召开。会议通知于 2025 年 7 月 18 日以书 面、电话、电子邮件等方式发出。会议应出席监事 3 名，实际出席监事 3 名，符 合《公司法》等有关法律法规和公司章程的规定，合法有效。 广电计量检测集团股份有限公司 本公司及监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、监事会会议召开情况 二、监事会会议审议情况 （一）审议通过《关于公司符合向特定对象发行 A 股股票条件 的议案》 根据《公司法》 《证券法》 《上市公司证券发行注册管理办法》等法律法规及 规范性文件的有关规定，经公司逐项自查，公司符合向特定对象发行 A 股股票 的有关规定，具备向特定对象发行 A 股股票的条件。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 本议案尚需提交公司股东大会审议。 （二）逐项审议通过《关于公司向特定对象发行 A 股股票方案 的议案》 本次向特定对象发行股票的种类为境内上市人 ...

广电计量检测集团股份有限公司 容诚专字2025518Z0732号 容诚会计师事务所(特殊普通合伙) 中国·北京 目 录 序号 内 容 页码 容诚会计师事务所（特殊普通合伙） 总所：北京市西城区阜成门外大街 22 号 TEL:010-6600 1391 FAX:010-6600 1392 E-mail:bj@rsmchina.com.cn 容诚专字2025518Z0732号 广电计量检测集团股份有限公司全体股东： 我们审核了后附的广电计量检测集团股份有限公司（以下简称"广电计量"）董 事会编制的截至 2024 年 12 月 31 日止的《前次募集资金使用情况专项报告》。 一、对报告使用者和使用目的的限定 本鉴证报告仅供广电计量为申请向特定对象发行 A 股股票之目的使用，不得 用作任何其他目的。我们同意将本鉴证报告作为广电计量申请向特定对象发行 A 股股票所必备的文件，随其他申报材料一起上报。 二、董事会的责任 按照中国证券监督管理委员会发布的《监管规则适用指引——发行类第 7 号》 编制《前次募集资金使用情况专项报告》是广电计量董事会的责任，这种责任包 括保证其内容真实、准确、完整，不存在虚假记录、误导性陈述或 ...

证券代码：002967 证券简称：广电计量 公告编号：2025-040 摊薄即期回报、填补回报措施及相关主体承诺的公告 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。 根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护工作 的意见》 广电计量检测集团股份有限公司 关于 2025 年度向特定对象发行 A 股股票 （国办发〔2013〕110 号） 《国务院关于进一步促进资本市场健康发展的 若干意见》 （国发〔2014〕17 号）以及《关于首发及再融资、重大资产重组摊薄 即期回报有关事项的指导意见》 （证监会公告〔2015〕31 号）的相关要求，广电 计量检测集团股份有限公司（以下简称"公司"）就本次向特定对象发行 A 股股 票事项可能对即期回报摊薄的影响进行了认真分析，并提出填补回报措施，相关 主体对公司填补回报措施能够得到切实履行作出承诺。 一、本次向特定对象发行股票摊薄即期回报对公司主要财务 指标的影响 （一）主要假设和前提条件 经营环境等方面没有发生重大不利变化； 发行股票摊薄即期回报对公司主要财务指标的影响，不构成对本次向特定对象发 行股票实际 ...