1月6日，通宇通讯涨3.38%，成交额61.75亿元。两融数据显示，当日通宇通讯获融资买入额6.30亿元， 融资偿还5.59亿元，融资净买入7093.85万元。截至1月6日，通宇通讯融资融券余额合计10.23亿元。 截至9月30日，通宇通讯股东户数5.38万，较上期增加0.00%；人均流通股6201股，较上期增加0.00%。 2025年1月-9月，通宇通讯实现营业收入8.15亿元，同比减少3.34%；归母净利润2527.46万元，同比减少 50.91%。 分红方面，通宇通讯A股上市后累计派现3.75亿元。近三年，累计派现1.33亿元。 机构持仓方面，截止2025年9月30日，通宇通讯十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股270.10万股，相比上期增加60.96万股。国泰中证全指通信设备ETF（515880）位居第七大 流通股东，持股156.77万股，为新进股东。鹏华优选成长混合A（010488）、鹏华动力增长混合(LOF) （160610）退出十大流通股东之列。 责任编辑：小浪快报 融资方面，通宇通讯当日融资买入6.30亿元。当前融资余额10.22亿元，占流通市值的4.14%，融资余额 ...

Group 1 - The core point of the news is that Tongyu Communication's stock price dropped by 5.23% to 33.50 CNY per share, with a trading volume of 2.402 billion CNY and a turnover rate of 20.86%, resulting in a total market capitalization of 17.570 billion CNY [1] - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, 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 - Among the top ten circulating shareholders of Tongyu Communication, Guotai Fund's ETF (515880) entered the list in the third quarter, holding 1.5677 million shares, which is 0.47% of the circulating shares, with an estimated floating loss of approximately 2.9002 million CNY [2] - The Guotai CSI All-Share Communication Equipment ETF (515880) was established on August 16, 2019, with a latest scale of 11.552 billion CNY, achieving a year-to-date return of 125.7% and ranking 1 out of 4197 in its category [2] - The fund has a one-year return of 119% and a since inception return of 207.68% [2]

Group 1 - The core point of the news is the performance and market position of Tongyu Communication, which saw a stock price increase of 5.23% to 19.12 CNY per share, with a trading volume of 278 million CNY and a market capitalization of 10.037 billion CNY [1] - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, 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 - The top circulating shareholder of Tongyu Communication is the Guotai Fund, which has recently entered the top ten shareholders with its Guotai CSI Communication Equipment ETF (515880), holding 1.5677 million shares, representing 0.47% of the circulating shares [2] - The Guotai CSI Communication Equipment ETF (515880) was established on August 16, 2019, with a current scale of 11.552 billion CNY, achieving a year-to-date return of 77.84% and a one-year return of 80.75% [2] - The fund manager of Guotai CSI Communication Equipment ETF is Ai Xiaojun, who has a tenure of 11 years and 320 days, with the fund's total asset scale at 169.029 billion CNY [3]

Group 1 - The core point of the news is that Tongyu Communication's stock price increased by 5.25% to 18.45 CNY per share, with a trading volume of 250 million CNY and a turnover rate of 4.22%, resulting in a total market capitalization of 9.685 billion CNY [1] - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, specializes in the research, production, and sales of base station antennas, microwave antennas, RF devices, optical modules, and energy exchange cabinets [1] - The company's main business revenue composition 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 Zhongzheng All Index Communication Equipment ETF (515880), entered the top ten shareholders in the third quarter, holding 1.5677 million shares, accounting for 0.47% of circulating shares, with an estimated floating profit of approximately 1.4423 million CNY [2] - The Guotai Zhongzheng All Index Communication Equipment ETF (515880) was established on August 16, 2019, with a latest scale of 11.552 billion CNY, achieving a year-to-date return of 89.51% and ranking 3rd out of 4208 in its category [2] - The fund manager of the ETF is Ai Xiaojun, who has a cumulative tenure of 11 years and 315 days, with the fund's total asset scale at 169.029 billion CNY and the best fund return during his tenure being 259.2% [3]

Core Insights - Tongyu Communication's stock dropped by 5.08% to 19.06 CNY per share, with a trading volume of 292 million CNY and a turnover rate of 4.53%, resulting in a total market capitalization of 10.005 billion CNY [1] Group 1: Company Overview - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, is located in Zhongshan, Guangdong Province [1] - The company's main business includes the research, production, and sales of base station antennas, microwave antennas, RF devices, optical modules, energy exchange cabinets, and charging cabinets [1] - Revenue composition: base station antennas 57.09%, microwave antennas 22.39%, RF devices 12.77%, satellite communication 4.90%, others 2.18%, optical modules 0.67% [1] Group 2: Shareholder Insights - Guotai Fund's ETF, Guotai CSI All-Share Communication Equipment ETF (515880), entered the top ten circulating shareholders of Tongyu Communication in Q3, holding 1.5677 million shares, which is 0.47% of the circulating shares [2] - The estimated floating loss for this ETF today is approximately 1.5991 million CNY [2] Group 3: Fund Performance - Guotai CSI All-Share Communication Equipment ETF (515880) was established on August 16, 2019, with a current scale of 11.552 billion CNY [2] - Year-to-date return is 92.14%, ranking 5th out of 4216 in its category; the one-year return is 73.53%, ranking 9th out of 3937; and since inception, the return is 161.94% [2]

Core Insights - Tongyu Communication's stock increased by 5.18%, reaching 20.30 CNY per share, with a trading volume of 497 million CNY and a turnover rate of 7.65%, resulting in a total market capitalization of 10.656 billion CNY [1] Company Overview - 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 module products, energy exchange cabinets, and charging cabinets [1] - The revenue composition of Tongyu Communication is as follows: base station antennas 57.09%, microwave antennas 22.39%, RF devices 12.77%, satellite communication 4.90%, others 2.18%, and optical modules 0.67% [1] Shareholder Insights - Guotai Fund's ETF, Guotai CSI All-Share Communication Equipment ETF (515880), entered the top ten circulating shareholders of Tongyu Communication in the third quarter, holding 1.5677 million shares, which is 0.47% of the circulating shares. The estimated floating profit today is approximately 1.5677 million CNY [2] - The Guotai CSI All-Share Communication Equipment ETF (515880) was established on August 16, 2019, with a current scale of 11.552 billion CNY. Year-to-date returns are 102.63%, ranking 5th out of 4216 in its category; the one-year return is 95.14%, ranking 7th out of 3913; and since inception, the return is 176.23% [2]

Core Viewpoint - Tongyu Communication's stock price has shown a year-to-date increase of 27.63%, but recent trading indicates a slight decline, with a 2.02% drop on November 6, 2023, reflecting market volatility and potential investor concerns [1]. Financial Performance - For the period from January to September 2025, Tongyu Communication reported a revenue of 815 million yuan, representing a year-on-year decrease of 3.34%. The net profit attributable to shareholders was 25.27 million yuan, down 50.91% compared to the previous year [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 375 million yuan in dividends, with 133 million yuan distributed over the past three years [3]. Shareholder Structure - As of September 30, 2025, the number of shareholders for Tongyu Communication stood at 53,800, with an average of 6,201 circulating shares per person, indicating stability in shareholder numbers [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 609,600 shares to 2.701 million shares, and the Guotai CSI Communication Equipment ETF, which is a new entrant holding 1.5677 million shares [3]. Market Activity - On November 6, 2023, the stock traded at 18.96 yuan per share, with a total transaction volume of 303 million yuan and a turnover rate of 4.76%. The total market capitalization was approximately 9.953 billion yuan [1]. - The net outflow of main funds was 30.92 million yuan, with significant selling pressure observed, as large orders sold 73.73 million yuan worth of shares, indicating potential liquidity issues [1]. Business Overview - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, specializes in the research, production, and sales of base station antennas, microwave antennas, RF devices, optical modules, and energy exchange cabinets [1]. - The company's revenue composition includes base station antennas (57.09%), microwave antennas (22.39%), RF devices (12.77%), satellite communications (4.90%), and others (2.18%) [1]. Industry Context - Tongyu Communication operates within the communication equipment sector, specifically focusing on communication network devices and components. The company is associated with various concepts, including the Belt and Road Initiative, China-Russia trade, virtual power plants, satellite internet, and energy storage [1].

Group 1 - The core point of the news is the performance and financial metrics of Tongyu Communication, which saw a stock price increase of 5.11% to 19.54 CNY per share, with a trading volume of 428 million CNY and a turnover rate of 6.84%, resulting in a total market capitalization of 10.257 billion CNY [1] - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, 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 Zhongzheng All Index Communication Equipment ETF (515880), entered the top ten shareholders in the third quarter, holding 1.5677 million shares, which is 0.47% of the circulating shares, with an estimated floating profit of approximately 1.4893 million CNY [2] - The Guotai Zhongzheng All Index Communication Equipment ETF (515880) was established on August 16, 2019, with a latest scale of 11.552 billion CNY, achieving a year-to-date return of 98.87%, ranking 3rd out of 4216 in its category, and a one-year return of 92.91%, ranking 9th out of 3894 [2] Group 3 - The fund manager of Guotai Zhongzheng All Index Communication Equipment ETF (515880) is Ai Xiaojun, who has a cumulative tenure of 11 years and 298 days, managing total assets of 169.029 billion CNY, with the best fund return during his tenure being 255.47% and the worst being -46.54% [3]

Core Insights - Tongyu Communication is a leading domestic supplier of communication antennas and RF devices, established in December 1996 and listed on the Shenzhen Stock Exchange in March 2016 [1] Group 1: Business Performance - For Q3 2025, Tongyu Communication reported revenue of 815 million yuan, ranking 24th in the industry, significantly lower than the top player ZTE's 100.52 billion yuan and the second player Zhongji Xuchuang's 25.005 billion yuan [2] - The main business composition includes base station antennas at 304 million yuan (57.09%) and microwave antennas at 119 million yuan (22.39%) [2] - The net profit for the same period was 25.2837 million yuan, also ranking 24th in the industry, far behind Zhongji Xuchuang's 7.57 billion yuan and Xinyi Sheng's 6.327 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 19.75%, down from 21.21% year-on-year, and significantly lower than the industry average of 38.12%, indicating strong debt repayment capability [3] - The gross profit margin for Q3 2025 was 22.39%, down from 25.39% year-on-year and below the industry average of 30.08%, suggesting a need for improvement in profitability [3] Group 3: Executive Compensation - Chairman Wu Zhonglin's salary decreased from 1.3495 million yuan in 2023 to 849,800 yuan in 2024, a reduction of 499,700 yuan [4] - General Manager Shi Guiqing's salary decreased slightly from 654,800 yuan in 2023 to 644,600 yuan in 2024, a reduction of 10,200 yuan [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders remained unchanged at 53,800, with an average holding of 6,201.48 circulating A-shares [5] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited ranked fifth with 2.701 million shares, an increase of 609,600 shares from the previous period [5]

Core Viewpoint - Tongyu Communication's stock has shown significant growth this year, with a 31.54% increase, and the company is actively involved in various communication-related sectors [1][2]. Financial Performance - As of June 30, 2025, Tongyu Communication reported a revenue of 533 million yuan, a year-on-year decrease of 2.55%, and a net profit attributable to shareholders of 21.79 million yuan, down 8.90% compared to the previous year [2]. - The company has distributed a total of 375 million yuan in dividends since its A-share listing, with 133 million yuan distributed over the past three years [3]. Stock Market Activity - On October 29, 2023, Tongyu Communication's stock price rose by 2.09% to 19.54 yuan per share, with a trading volume of 189 million yuan and a turnover rate of 2.94%, resulting in a total market capitalization of 10.257 billion yuan [1]. - The stock has seen a net inflow of 27.65 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 53,800, with an average of 6,201 circulating shares per person, reflecting a 3.75% increase in shareholder count [2]. - The top ten circulating shareholders include notable entities such as Hong Kong Central Clearing Limited and Penghua funds, with varying changes in their holdings [3]. Business Overview - Tongyu Communication, established on December 16, 1996, and listed on March 28, 2016, specializes in the research, production, and sales of base station antennas, microwave antennas, RF devices, optical modules, and energy exchange cabinets [1]. - The company's revenue composition includes base station antennas (57.09%), microwave antennas (22.39%), RF devices (12.77%), satellite communications (4.90%), and others [1]. Industry Context - Tongyu Communication operates within the communication equipment sector, with involvement in concepts such as the Belt and Road Initiative, satellite internet, virtual power plants, Sino-Russian trade, and energy storage [1].