南财智讯1月22日电，广哈通信发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 9000万元—9700万元，同比预增21.83%—31.31%；预计2025年全年归属于上市公司股东的扣除非经常 性损益的净利润为7000万元—7700万元，同比预增1.15%—11.27%，变动原因如下：公司持续深化市场 拓展，实现营收持续增长；运营效能优化，存货结构持续改善。本年国防业务阶段性承压，净利同比下 降；为夯实持续发展根基，公司加大新兴业务战略布局与资源倾斜，加强母子公司协同赋能的一体化支 撑体系建设，母公司期间费用同比有所增加。公司收购四川赛康智能科技股份有限公司51%股权并于 2025年4月实现并表，新增电网设备在线状态监测产品及设备状态评价服务相关业务，构筑兼具技术壁 垒与增长潜力的新兴业务增长极。赛康智能业绩情况参见其同日于全国中小企业股份转让系统披露的业 绩快报。本年非经常性损益对公司净利润的影响约为2153万元，上年同期为467.07万元，同比增加约 1686万元。非经常性损益主要内容为科技课题项目、专精特新补贴款和高新技术企业补助等。 ...

广哈通信1月22日公告，预计2025年归母净利润9000万元-9700万元，同比增长21.83%-31.31%。 ...

Group 1 - The market is experiencing increased volatility due to fluctuating expectations of interest rate cuts by the Federal Reserve, with some institutional investors locking in annual returns and rankings [1] - The upcoming important meeting is anticipated to set the tone for next year's economic policies, potentially catalyzing a new market rally [1] - The A-share market is expected to consolidate around resistance levels, with a continued rebalancing of market styles, where cyclical and technology sectors are likely to perform alternately [1] Group 2 - The recent dovish comments from Federal Reserve officials have strengthened expectations for interest rate cuts, providing support for precious metal prices, particularly silver, which is currently experiencing a short squeeze [3] - The demand for energy storage is expected to continue growing significantly due to increased investment enthusiasm and supportive policies, with a focus on lithium battery and energy storage sectors [3] Group 3 - Nearly 30 companies in the robotics industry have submitted applications to list on the Hong Kong Stock Exchange, which could enhance the industry’s concentration in the market [5] - The shipping sector is witnessing strong stock price increases due to rising international shipping rates and supply-demand imbalances, influenced by geopolitical factors and climate change [5] Group 4 - The Shanghai Composite Index is currently fluctuating around the 4100-point mark, indicating a lack of clear direction in the market [11] - The ChiNext Index has entered a downward channel, while micro-cap stocks are showing independent upward trends, suggesting potential opportunities in specific segments [11]

格隆汇1月22日丨锐捷网络(301165.SZ)在互动平台表示，目前，公司尚未涉及卫星通信相关业务。 ...

Core Viewpoint - Guobo Electronics (688375.SH) has a diverse product application in mobile communication base stations, terminals, satellite fields, and radar detection [1] Group 1 - Guobo Electronics' products are widely used in mobile communication base stations [1] - The company also provides solutions for satellite applications [1] - Radar detection is another key area where Guobo Electronics' products are utilized [1]

禾盛新材（002290.SZ）2025 年度业绩预告点评 净利润快速增长，看好 26 年 AI 侧业绩持续放量 glmszqdatemark | 推荐 | 维持评级 | | --- | --- | | 当前价格： | 64.02 元 | [Table_Author] 分析师 张宁 | | 执业证书： S0590523120003 | | --- | --- | | 邮箱： | zhangnyj@glms.com.cn | | 分析师 | 谢致远 | | | 执业证书： S0590525110073 | | 邮箱： | xiezhiyuan@glms.com.cn | 相对走势 -10% 97% 203% 310% 2025/1 2025/7 2026/1 禾盛新材 沪深300 相关研究 本公司具备证券投资咨询业务资格，请务必阅读最后一页免责声明 证券研究报告 1 [盈利预测与财务指标 Table_Forcast] | 项目/年度 | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业收入（百万元） | 2,526 | 2,6 ...

| 序号 | 股票代码 | 股票名称 | 持仓市值(元) | 持仓数量 | 相对上期增 | 占股票市值 | 占基金净值 | 占流通股本 Company of the program and | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | ER | FR | | | 1 | 688120.SH | 华海清科 | 92,239,739.52 | 620.494 | - | 9.48% | 8.76% | 0.18% 半导体 | | 2 | 300308.SZ | 中际旭创 | 86.681.000.00 | 142.100 | -3.53% | 8.91%↓ | 8.23% | 0.01% 通信设备 | | 3 | 002463.SZ | 沪电股份 | 83.542.392.40 | 1.143.320 | 66.42% | 8.59%1 | 7.93%1 | 0.06% 元件 | | 4 | 300502.SZ | 新易醫 | 78.742.003.04 | 184,333 | 8.75% | 8.09%↓ | 7. ...

Group 1 - The main market experienced a net outflow of 29.841 billion yuan in principal funds as of January 22 [1] - The top ten sectors with inflows of principal funds include: Communication Equipment (4.454 billion yuan), Aerospace (3.032 billion yuan), Electronic Components (2.167 billion yuan), General Equipment (2.126 billion yuan), Photovoltaic Equipment (1.479 billion yuan), Coal Industry (1.108 billion yuan), Glass Fiber (0.885 billion yuan), Shipbuilding (0.875 billion yuan), Non-Metallic Materials (0.874 billion yuan), and Internet Services (0.868 billion yuan) [1] Group 2 - Communication Equipment saw an inflow of 4.454 billion yuan, with Zhongji Xuchuang as a notable company [2] - Aerospace received 3.032 billion yuan, with Triangle Defense being a key player [2] - Electronic Components attracted 2.167 billion yuan, with Pengding Holdings highlighted [2] - General Equipment had an inflow of 2.126 billion yuan, represented by Xue Ren Group [2] - Photovoltaic Equipment garnered 1.479 billion yuan, with Guosheng Technology noted [2] - The Coal Industry received 1.108 billion yuan, with Dayou Energy mentioned [2] Group 3 - Glass Fiber attracted 0.885 billion yuan, with Jiuding New Materials as a significant company [3] - Shipbuilding saw an inflow of 0.875 billion yuan, with China Shipbuilding as a key entity [3] - Non-Metallic Materials received 0.874 billion yuan, represented by Wolong Nuclear Materials [3] - Internet Services attracted 0.868 billion yuan, with Runze Technology highlighted [3]

Group 1 - The core point of the news is that Tongyu Communication's stock price increased by 5.21% to 47.66 CNY per share, with a trading volume of 2.03 billion CNY and a turnover rate of 12.88%, resulting in a total market capitalization of 24.97 billion CNY [1] - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, is located in Zhongshan, Guangdong Province. The company specializes in the research, production, and sales of base station antennas, microwave antennas, RF devices, optical modules, and energy exchange cabinets [1] - The revenue composition of Tongyu Communication includes base station antennas (57.09%), microwave antennas (22.39%), RF devices (12.77%), satellite communications (4.90%), other (2.18%), and optical modules (0.67%) [1] Group 2 - From the perspective of the top ten circulating shareholders, Guotai Fund's ETF, Guotai CSI All-Share Communication Equipment ETF (515880), entered the top ten shareholders in the third quarter, holding 1.5677 million shares, which accounts for 0.47% of the circulating shares, with an estimated floating profit of approximately 3.6998 million CNY [2] - The Guotai CSI All-Share Communication Equipment ETF (515880) was established on August 16, 2019, with a latest scale of 13.638 billion CNY. Year-to-date return is 0.29%, ranking 5015 out of 5542 in its category; the one-year return is 121.42%, ranking 11 out of 4256; and the return since inception is 209.16% [2]

Group 1 - The core viewpoint of the news is that Xinke Mobile has seen a stock price increase of 5.01%, reaching 18.43 CNY per share, with a trading volume of 2.073 billion CNY and a turnover rate of 5.86%, resulting in a total market capitalization of 63.008 billion CNY [1] - Xinke Mobile, established on December 29, 1998, and listed on September 26, 2022, is a high-tech enterprise controlled by a central state-owned enterprise, focusing on mobile communication international standard formulation, core technology research and development, and industrialization [1] - The company's main business revenue composition includes: integrated mobile communication services (35.01%), system equipment (21.44%), industry-specific network equipment and others (16.24%), antenna feeder equipment (14.09%), indoor distribution equipment (6.58%), mobile communication network operation and maintenance services (5.84%), and others (0.80%) [1] Group 2 - From the perspective of major fund holdings, one fund under Huatai PineBridge holds Xinke Mobile as a top ten position, with the Huatai Innovation Vitality Mixed A Fund (002419) holding 552,200 shares, unchanged from the previous period, accounting for 1.83% of the fund's net value [2] - The Huatai Innovation Vitality Mixed A Fund, established on April 19, 2016, has a latest scale of 131 million CNY, with a year-to-date return of 7.9% and a one-year return of 39.92%, ranking 2961 out of 8096 in its category [2]