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通宇通讯跌2.02%,成交额4.98亿元,主力资金净流出5464.02万元
Xin Lang Cai Jing· 2025-08-26 06:39
通宇通讯今年以来股价涨24.00%,近5个交易日涨5.02%,近20日涨13.35%,近60日涨29.04%。 资料显示,广东通宇通讯股份有限公司位于广东省中山市火炬开发区东镇东二路1号,成立日期1996年 12月16日,上市日期2016年3月28日,公司主营业务涉及从事基站天线,微波天线,射频器件,光模块产品 及能源换电柜,充电柜产品的研发、生产及销售。主营业务收入构成为:基站天线65.16%,微波天线 14.38%,射频器件14.23%,卫星通讯3.58%,其他2.18%,光模块0.46%。 通宇通讯所属申万行业为:通信-通信设备-通信网络设备及器件。所属概念板块包括:5.5G概念、小 盘、卫星导航、北斗导航、卫星互联网等。 截至3月31日,通宇通讯股东户数5.18万,较上期减少4.79%;人均流通股6055股,较上期增加5.03%。 2025年1月-3月,通宇通讯实现营业收入2.51亿元,同比增长6.08%;归母净利润1118.20万元,同比增长 128.26%。 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3月31日,通宇通讯十大流通股 ...
通宇通讯接受机构调研:在卫星通信、光通信等领域取得突破
Group 1 - The core viewpoint of the articles highlights Tongyu Communication's advancements in satellite communication and AI technology, indicating strong growth potential in these sectors [1][2][3] - Tongyu Communication is a leading enterprise in the domestic communication antenna and RF device industry, focusing on the research, production, and sales of products such as base station antennas and RF devices [1] - The company has made significant progress in satellite communication, with a complete product system covering ground station terminals, satellite communication payloads, and terminal applications [1][2] Group 2 - In 2024, Tongyu Communication's satellite communication business achieved a major breakthrough, with annual revenue exceeding 40 million yuan [2] - The company has successfully entered the supplier system for the Yuanshin application terminal equipment procurement project, further solidifying its market position [2] - Tongyu Communication is actively involved in the national satellite constellation launch plans, enhancing its competitive advantage in the satellite internet construction [2] Group 3 - Tongyu Communication has initiated an AI model project specifically for antenna research and development, aiming to integrate AI technology with its design experience to reduce R&D costs and shorten design cycles [2] - The company's affiliate, Sichuan Guangwei, has made significant strides in the high-speed optical module sector, successfully delivering the first batch of 800G OSFP2×DR4 optical modules [3] - The 800G optical modules utilize advanced silicon photonics technology and low-power design, targeting applications in high-bandwidth networks, data centers, AI, and cloud computing [3]
通宇通讯业绩会:发力卫星通信新兴业务
Core Viewpoint - The company reported a solid financial performance for 2024 and Q1 2025, with significant growth in net profit and overseas market revenue, while facing challenges in the domestic market [1][2]. Financial Performance - In 2024, the company achieved operating revenue of 1.194 billion yuan and a net profit of 41.3851 million yuan, with a gross profit margin increase of 6.73 percentage points to 22.21% compared to the previous year [1]. - For Q1 2025, the company reported operating revenue of 251 million yuan, a year-on-year increase of 6.08%, and a net profit of 11.182 million yuan, up 128.26% year-on-year [1]. - The company's net profit excluding non-recurring items for Q1 2025 was 3.8681 million yuan, reflecting a year-on-year growth of 157.91% [1]. Market Performance - Domestic market revenue for 2024 was 758 million yuan, a decline of 18.60% year-on-year, while overseas market revenue reached 436 million yuan, an increase of 20.27%, accounting for 36.51% of total revenue [2]. - The new satellite communication business generated revenue of 42.8002 million yuan in 2024, showing significant growth [2]. Industry Outlook - The communication equipment industry is expected to benefit from the ongoing development of 5G and the acceleration of 5G-A commercialization, driving demand for base station antennas and RF devices [2]. - Emerging technologies such as cloud computing, IoT, low-altitude economy, and AI are anticipated to further stimulate market expansion [2]. - National policies like "Signal Upgrade" and "Broadband Frontier" are expected to provide long-term benefits to the industry [2]. Strategic Development - The company plans to optimize management and marketing processes, enhance R&D investment in next-generation high-performance antennas, and strengthen its traditional antenna business while expanding into satellite communication [3]. - The company aims to deepen its presence in the domestic market and enter high-end overseas markets, while also building a complete satellite communication industry chain through subsidiaries and partnerships [3]. 6G Technology Positioning - The company recognizes satellite communication as a core component of the future 6G integrated network, leveraging its 29 years of experience in microwave communication and collaborations with universities and research institutions [3][4]. - The company is focused on establishing competitive advantages in key technology areas related to 6G and satellite-ground link integration [3][4]. Capital and Technology Integration - The company is driving its future 6G and satellite communication competitive barriers through a dual approach of "technology R&D + capital layout" [4]. - It has established a comprehensive technology research and testing platform, with successful applications in satellite-ground communication scenarios [4]. - The company is transitioning from "project-based orders" to "platform-based business" through active capital investments and collaborations with major satellite constellation projects [4].
通宇通讯(002792) - 002792通宇通讯投资者关系管理信息20250520
2025-05-20 12:05
Industry Outlook - The communication equipment industry has a broad future development prospect, driven by the deepening of 5G and the acceleration of 5G-A commercialization, which boosts demand for base station antennas and RF devices [2] - Emerging technologies such as cloud computing, IoT, low-altitude economy, and AI are stimulating market expansion, supported by national policies like "Signal Upgrade" and "Broadband Frontier" [2] - The initiation of 6G research and overseas 4G/5G construction needs presents global opportunities for equipment manufacturers [2] Shareholder Information - The major shareholder has pledged 5.02% of the company's total share capital due to personal funding needs, with no risk of forced liquidation or transfer affecting the company's operations [3] Financial Performance - In 2024, the company achieved a revenue of CNY 1.194 billion and a net profit of CNY 41.3851 million [5] - In Q1 2025, the company reported a revenue of CNY 251 million, a year-on-year increase of 6.08%, and a net profit of CNY 11.182 million, a significant growth of 128.26% [5] - Domestic market revenue in 2024 was CNY 758 million, a decline of 18.60%, while overseas market revenue reached CNY 436 million, a growth of 20.27%, accounting for 36.51% of total revenue [5] - The new satellite communication business generated CNY 42.8002 million in revenue in 2024, showing significant growth [5] Strategic Development - The company aims to optimize management and marketing processes, enhance R&D investment in next-generation high-performance antennas, and expand into satellite communication [4] - The focus will be on deepening domestic markets and entering high-end overseas markets while establishing a complete satellite communication industry chain through subsidiaries and partnerships [4] - The company is committed to a customer-driven innovation system, leveraging cutting-edge technology to improve operational efficiency and profitability [4] Future Initiatives - The company is collaborating with universities and research institutions to establish a competitive advantage in key technologies for 6G and satellite communication [6] - A complete technology research and testing platform has been established, with applications in satellite communication and other scenarios already validated [6] - The company is transitioning from project-based orders to platform-based business models, with actual business cooperation established with major satellite programs [6]
通宇通讯(002792)接待多家头部机构调研,5G/6G+卫星通信双轮驱动
Xin Lang Cai Jing· 2025-04-28 12:21
Core Insights - The company, Tongyu Communication, has garnered significant attention from over 80 institutional investors during an online research session, highlighting its core competitiveness in the communication sector [1] - The company reported a revenue of 1.194 billion yuan with a gross profit margin increase of 6.73 percentage points to 22.21% compared to the previous year, indicating strong operational performance [1] - The company is focusing on satellite communication as a key investment area, with plans to enhance its core competitiveness in this field [2][3] Financial Performance - In 2024, the company's satellite communication products generated revenue of 42.8002 million yuan, marking the beginning of returns on prior investments [3] - The overseas revenue reached 436 million yuan in 2024, representing a year-on-year growth of 20.27%, accounting for 36.51% of total revenue [4] - The gross profit margin for overseas revenue was 25.52%, significantly higher than domestic revenue margins [4] Research and Development - The company allocated approximately 96.0361 million yuan for R&D in 2024, which is 8.04% of total revenue, indicating a strong commitment to innovation [4] - As of December 31, 2024, the company holds 766 effective patents in the RF communication field, including 37 international patents and 232 domestic invention patents, positioning it as a leader in the industry [4] Strategic Direction - The company aims to build a comprehensive and forward-looking development strategy focusing on market demand and industry trends, particularly in 5G-A and satellite communication [5] - The company is leveraging China's manufacturing efficiency and global resource integration to reshape the competitive landscape of the global communication industry [5]
广东通宇通讯股份有限公司2025年第一季度报告
Core Viewpoint - The company, Guangdong Tongyu Communication Co., Ltd., has released its 2024 annual report summary, highlighting its operational results, financial status, and future development plans. The report indicates a stable business performance and outlines the profit distribution plan for shareholders. Company Overview - Guangdong Tongyu Communication specializes in the research, production, and sales of communication antennas and RF devices, including base station antennas, RF devices, and microwave antennas. The company provides comprehensive solutions to mobile communication operators and equipment integrators, maintaining a strong market position in the mobile communication antenna sector [3][4]. Financial Highlights - The company achieved a net profit attributable to shareholders of approximately RMB 41.39 million for the year 2024. The profit distribution plan proposes a cash dividend of RMB 0.25 per share (including tax) based on a total share capital of 521,782,905 shares, amounting to a total distribution of approximately RMB 13.04 million [17][18]. Board Resolutions - The board of directors approved several key resolutions, including the annual financial report, profit distribution plan, and internal control self-evaluation report. All resolutions received unanimous support from the board members [7][11][19]. Shareholder Meeting - The company has scheduled its 2024 annual shareholder meeting for May 16, 2025, where various proposals will be presented for approval, including the profit distribution plan and the application for a bank credit facility of up to RMB 3.8 billion [41][43][23]. Business Operations - The company has not experienced significant changes in its business operations during the reporting period, indicating stability in its operational environment [6]. The company continues to focus on expanding its product lines, including new energy solutions and satellite communication products, which are gaining traction in the market [5].