（文章来源：每日经济新闻） 合众思壮（SZ 002383，收盘价：10.46元）8月19日晚间发布半年度业绩报告称，2025年上半年营业收 入约6.59亿元，同比增加18.97%；归属于上市公司股东的净利润亏损约907万元；基本每股收益亏损 0.0123元。2024年同期营业收入约5.54亿元；归属于上市公司股东的净利润亏损约5775万元；基本每股 收益亏损0.078元。 ...

Group 1 - Hebei province plans to create 100 Beidou innovation application scenarios to showcase the development achievements of Beidou across various fields [1] - In the "Beidou + Smart City" sector, the focus is on applications in urban spatial management, underground positioning and navigation, and digital road construction, integrating technologies like high-precision positioning, 5G communication, IoT, and digital twins [1] - The goal is to build an "integrated space-ground network" for urban smart operations and deep governance [1] Group 2 - In the "Beidou + Low-altitude Economy" sector, the aim is to promote large-scale applications of Beidou in low-altitude airspace safety supervision, aerial tourism, and drone delivery [1] - This involves integrating low-orbit satellite communication and high-precision remote sensing technologies to achieve comprehensive perception, intelligent scheduling, and collaborative management of low-altitude activities [1] - The initiative is expected to support the development of the low-altitude economy industry [1]

行动方案提出，依托河北北斗产业及应用基础和京津冀协同发展优势，以"创新驱动、应用牵引、协同 联动、生态培育"为核心路径，强化央地合作和区域协同，加快北斗在大众消费、工业制造、融合创新 等领域示范应用，提升北斗规模应用水平和产业核心竞争力，构建"技术-应用-产业-生态"一体化推进格 局。 ● 本报记者 昝秀丽 行动方案要求，到2027年，北斗在交通运输、农业生产、工业制造、自然资源、智慧城市等重点行业领 域渗透率大幅提升，构建北斗时空数据"采集-处理-应用"全链条能力。形成10个以上标志性应用场景， 突破10项以上北斗融合应用关键技术，建设5个以上高水平研发平台和测试验证环境，初步建立较为完 善的北斗应用标准规范体系。京津冀北斗产业生态初步形成，实现基础设施互通、标准体系互认、应用 场景共享，形成3-5个跨区域示范项目，打造全国区域北斗协同应用标杆。 中国证券报记者8月18日从河北省工业和信息化厅获悉，河北省工业和信息化厅就《河北省加快推动北 斗规模应用三年行动方案（2025—2027年）》征求公众意见。其中提出，发挥上市服务联盟和沪深北证 券交易所河北基地作用，助推企业借力资本市场发展壮大。 行动方案明确，加 ...

事关北斗规模应用，河北重磅发布。 河北省工业和信息化厅日前就《河北省加快推动北斗规模应用三年行动方案（2025—2027年）（征求意见稿）》（以下 简称《行动方案》）公开征求意见。其中明确，到2027年，京津冀北斗产业生态初步形成，实现基础设施互通、标准体 系互认、应用场景共享，形成3—5个跨区域示范项目，打造全国区域北斗协同应用标杆。 在加强核心技术攻关方面，《行动方案》提出，推动北斗与5G/5G-A、人工智能、物联网、卫星互联网等新一代信息技术 融合，支持研发高精度、低功耗、低成本、小型化北斗芯片及关键元器件，提升基础支撑能力。 河北重磅发布 8月18日消息，河北省工业和信息化厅日前就《河北省加快推动北斗规模应用三年行动方案（2025—2027年）（征求意见 稿）》公开征求意见。 《行动方案》从发展思路及目标、重点任务和保障措施三个方面提出了一系列具体举措，深化北斗规模应用，推进北斗 产业发展。 《行动方案》提出，到2027年，北斗在交通运输、农业生产、工业制造、自然资源、智慧城市等重点行业领域渗透率大 幅提升，构建北斗时空数据"采集-处理-应用"全链条能力。形成10个以上标志性应用场景，突破10项以上北 ...

人民财讯8月18日电，《河北省加快推动北斗规模应用三年行动方案(2025—2027年)》公平竞争审查征 求意见。其中提到，推动北斗与5G/5G-A、人工智能、物联网、卫星互联网等新一代信息技术融合，支 持研发高精度、低功耗、低成本、小型化北斗芯片及关键元器件，提升基础支撑能力。实施一批北斗技 术攻关项目，重点突破全域覆盖高精度定位、短报文集成应用与大规模服务、融合卫星/基站/传感器的 室内外无缝定位导航、通导一体低空智能监管等关键技术，增强系统自主可控性和应用可靠性。围绕北 斗规模应用基础设施开展技术攻关，解决时空信息基础设施体系化应用重大难题，推动形成泛在智能的 时空信息要素服务。 ...

Core Viewpoint - Huada Beidou has submitted its application for an IPO on the Hong Kong Stock Exchange, but it is facing challenges, including a projected loss of 141 million yuan in 2024 and a significantly lower gross margin compared to peers, with 70% of its revenue derived from "arbitrage" [1]. Group 1: Regulatory Feedback - The company received feedback from the regulatory authority regarding compliance with the regulations for overseas issuance and listing, specifically addressing whether there are any prohibitive circumstances for the company and its subsidiaries [1]. - There are concerns about the special shareholder rights arrangements, with only some shareholders agreeing to terminate these rights before the listing, raising questions about the opinions of remaining shareholders and potential obstacles to the issuance [1]. - The progress of state-owned shareholders in the "full circulation" application process is under scrutiny, including the status of shares held by these shareholders and any potential encumbrances [1]. Group 2: Employee Stock Ownership and Incentives - The company has employees who retain stock ownership plan rights after leaving, and there is a need to clarify whether these individuals are holding their rights according to the plan's provisions [2]. - There is a requirement for a conclusive opinion on whether the implemented stock incentives and employee ownership plans involve any benefit transfer [2]. Group 3: Business Operations - The company's business scope includes the development and sales of navigation terminals, mobile communication terminals, and related software products, as well as manufacturing and sales of specialized instruments for navigation, surveying, meteorology, and oceanography [5]. - The company is required to provide details on its business operations, including necessary qualifications and licenses, partnerships with third parties, and compliance with foreign investment regulations [2][5]. - The primary revenue source is from the sale of integrated chips and modules, necessitating clarification on the duration of distribution contracts with major suppliers and the relationship between integrated chips and GNSS chips [2].

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued supplementary material requirements for seven companies, including Huada Beidou, regarding their overseas listing applications, highlighting specific areas that need clarification and legal opinions [1][2][3] Group 1: Company Overview - Huada Beidou Technology Co., Ltd. is a leading provider of spatial positioning services in China, empowered by the BeiDou satellite navigation system [3] - The company is headquartered in Shenzhen, China, and is a domestic leader in navigation positioning chip design, offering navigation positioning chips and modules that support BeiDou and major global GNSS systems [3] Group 2: Business Operations - The company's business scope includes the development and sales of navigation terminals, mobile communication terminal products, and related software, as well as manufacturing and sales of specialized instruments for navigation, surveying, meteorology, and oceanography [2] - Huada Beidou's main source of revenue comes from the sales of integrated chips and modules, with a need to clarify the duration of distribution contracts with major suppliers and the specific cooperation model [2] Group 3: Market Position - In 2024, Huada Beidou's GNSS chip and module shipment volume reached 16.1 million units, making it the sixth largest GNSS spatial positioning service provider globally and the second largest among all companies in mainland China, with a global market share of 4.8% [3] - The company ranks as the fourth largest GNSS spatial positioning service provider globally in terms of dual-frequency high-precision RF baseband integrated GNSS chips and modules shipment volume, holding the largest market share among mainland Chinese companies at 10.5% [3]

8月12日司南导航出现一笔大宗交易，成交量为19.75万股，成交金额782.14万元，成交价为39.61元，较 当日收盘价折价7.54%。买方为长江证券上海分公司，卖方为国泰海通证券上海浦东新区福山路营业 部。 截至2025年8月12日收盘，司南导航股价报42.84元，较前一交易日下跌1.17元，跌幅2.66%。当日成交 量为22554手，成交额达9740.60万元。 司南导航是一家专注于卫星导航领域的高新技术企业，主要产品包括高精度GNSS板卡、接收机和智能 终端等。公司业务涵盖测绘地理信息、智能交通、精准农业等多个领域。 当日主力资金净流出227.22万元，占流通市值的0.14%。近五个交易日主力资金累计净流出4014.26万 元，占流通市值的2.5%。 风险提示：股市有风险，投资需谨慎。 ...

民生证券股份有限公司 关于上海司南导航技术股份有限公司 部分首次公开发行战略配售限售股 上市流通的核查意见 民生证券股份有限公司（以下简称"保荐机构"）作为上海司南导航技术股 份有限公司（以下简称"司南导航"、"公司"）首次公开发行股票并在科创板上 市的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交易所科创 板股票上市规则》《上海证券交易所上市公司自律监管指引第 11 号——持续督 《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等相 导》 关规定，对司南导航部分首次公开发行战略配售限售股上市流通的相关事项进 行了核查，具体情况如下： 一、本次上市流通的限售股类型 经上海证券交易所审核同意，并根据中国证券监督管理委员会出具的《关 于同意上海司南卫星导航技术股份有限公司首次公开发行股票注册的批复》（证 监许可〔2023〕1050 号），公司首次向社会公开发行人民币普通股（A 股） 行完成后公司总股本为 6,216.00 万股。2025 年 7 月 3 日，公司发布了《上海司 南导航技术股份有限公司 2024 年年度权益分派实施公告》，决定以资本公积每 本次上市流通的限售股为公司首次 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 本次股票上市类型为首发战略配售股份（限售期 24 月）；股票 认购方式为网下，上市股数为1,010,100股。本公司确认，上市流通数 量等于该限售期的全部战略配售股份数量。 本次股票上市流通总数为1,010,100股。 ? 本次股票上市流通日期为2025 年 8 月 18 日。 一、本次上市流通的限售股类型 经上海证券交易所审核同意，并根据中国证券监督管理委员会出具的《关于 同意上海司南卫星导航技术股份有限公司首次公开发行股票注册的批复》 （证监许 证券代码：688592 证券简称：司南导航 公告编号：2025-045 上海司南导航技术股份有限公司 （二）本次上市流通日期为 2025 年 8 月 18 日。 可〔2023〕1050 号），公司首次向社会公开发行人民币普通股（A 股）1,554.00 万 股，公司于 2023 年 8 月 16 日在上海证券交易所科创板挂牌上市，发行完成后公 司总股本为 6,216.00 万股。2025 年 7 月 3 日，公 ...