公司表示，报告期内围绕"智能位置数字底座"和"陶瓷元器件"两大主业，构建"云芯一体"业务模式，积极把握市场机遇。其中，受益于割草机、智能驾驶、 消费类电子等新兴领域的快速扩张，公司芯片模组与天线产品线收入实现显著增长；同时，通过战略并购深圳天丽，公司天线业务加速"上车"，进一步拓展 了车载市场，共同推动利润改善。 1月22日，北斗星通发布2025年度业绩预告，预计全年归属于上市公司股东的净利润为-29,000万元至-23,000万元，较上年同期的-34,974.13万元实现显著减 亏；扣非后净利润预计为-35,000万元至-29,000万元，亦较上年的-41,661.69万元有所收窄。 整体来看，北斗星通在2025年展现出"业务增长与结构调整并行"的发展特征。一方面，面向智能驾驶等高成长赛道的产品线已逐步贡献收入；另一方面，公 司通过减值计提、聚焦研发和业务收缩，正为中长期竞争力提升夯实基础。随着战略调整逐步到位与新兴市场需求的持续释放，公司经营质量有望进一步改 善。 尽管主业呈现积极发展态势，公司净利润仍处于亏损区间，主要受三方面因素影响：一是根据会计准则要求及市场环境变化，拟计提商誉减值约1.5亿元； 二 ...

转自：证券时报 人民财讯1月22日电，北斗星通(002151)1月22日披露业绩预告，公司预计2025年度归母净利润亏损2.3亿 元—2.9亿元，同比减亏，上年同期亏损3.5亿元。报告期内，割草机、智能驾驶、消费类电子等新兴领 域需求的快速扩张，公司芯片模组与天线两大核心产品线收入实现显著增长，带动利润增加。公司在报 告期内通过战略并购深圳天丽实现天线上车，快速推进天线业务在车载方面应用，增加收入及利润。 ...

北斗星通公告，预计2025年度归属于上市公司股东的净利润为-29000万元至-23000万元，上年同期 为-34974.13万元。报告期内，公司聚焦智能位置数字底座和陶瓷元器件主业，构建"云芯一体"模式，抢 抓市场机遇，归母净利润实现减亏。主要因割草机、智能驾驶、消费类电子等领域需求扩张，芯片模组 与天线产品线收入增长，战略并购深圳天丽推动天线业务车载应用；但受商誉减值约1.5亿元、研发投 入增加及特种装备业务收缩影响，整体利润仍亏损。 ...

格隆汇1月22日丨北斗星通(002151.SZ)公布，预计2025年净亏损29,000万元～23,000万元，扣非净亏损 35,000万元～29,000万元。1.本报告期，公司聚焦智能位置数字底座和陶瓷元器件主业，构建"云芯一 体"模式，抢抓市场机遇，归母净利润实现减亏，主要影响因素如下：（1）割草机、智能驾驶、消费类 电子等新兴领域需求的快速扩张，公司芯片模组与天线两大核心产品线收入实现显著增长，带动利润增 加。（2）公司在报告期内通过战略并购深圳天丽实现天线上车，快速推进天线业务在车载方面应用， 增加收入及利润。2.报告期利润亏损的主要原因：（1）结合当前市场环境变化及企业会计准则相关要 求，基于谨慎性原则，本报告期内公司拟对商誉计提减值约1.5亿元。（2）公司继续加大在云芯一体化 方向的投入，全年研发投入约为4.3亿元。（3）公司主动收缩特种装备业务，该业务收入规模较去年同 期大幅下降，归母净利润出现较大亏损。 ...

北斗星通(002151.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为-29,000万元 至-23,000万元，上年同期为-34,974.13万元。报告期内，公司聚焦智能位置数字底座和陶瓷元器件主 业，构建"云芯一体"模式，抢抓市场机遇，归母净利润实现减亏。主要因割草机、智能驾驶、消费类电 子等领域需求扩张，芯片模组与天线产品线收入增长，战略并购深圳天丽推动天线业务车载应用；但受 商誉减值约1.5亿元、研发投入增加及特种装备业务收缩影响，整体利润仍亏损。 ...

Core Insights - The article highlights the significant internationalization of Huaqiangbei, showcasing a diverse influx of foreign visitors and businesses, indicating a shift in the area's commercial landscape [1][4]. Visitor Growth - Huaqiangbei has seen a remarkable increase in international visitors, with over 30 overseas media groups and more than 60 international delegations visiting this year, resulting in a 7-fold year-on-year increase in international visitor numbers [5]. - Daily foot traffic in the area has surpassed 750,000, with over 7,000 foreign buyers, marking a 40% year-on-year growth [5]. Supply Chain Efficiency - The area is recognized for its rapid supply chain efficiency, allowing international visitors to transition from observation to purchasing within hours, exemplified by the saying, "design in the morning, sample in the afternoon, mass production the next day" [6]. - Huaqiangbei is not just a sales platform but a global innovation accelerator, demonstrating its ability to integrate supply chains effectively [6]. Soft Power and Business Environment - Huaqiangbei has enhanced its business environment through upgrades such as multilingual signage, streamlined cross-border payments, and improved logistics, facilitating easier access for international businesses [7]. - The area fosters a diverse ecosystem where various stakeholders, from tech enthusiasts to content creators, can interact seamlessly, contributing to a vibrant business atmosphere [7]. Future Prospects - With Shenzhen set to host the 2026 APEC, Huaqiangbei aims to further its role as a window to the world, promoting stories of Chinese innovation and modernity [8]. - The area is committed to continuing its development as a hub for new productive forces and an international-friendly environment, ready to welcome more global engagement [8].

Summary of Key Points Core Viewpoint The report provides a detailed account of the fundraising activities and the management of the raised funds by the company, highlighting the total amount raised, the allocation of funds, and the compliance with regulatory requirements. Group 1: Fundraising Overview - The company raised a total of RMB 3,450,000,000.00 through the issuance of convertible bonds, with a net amount of RMB 3,429,570,000.00 after deducting issuance costs [1][2] - As of June 30, 2025, the total amount of funds utilized was RMB 3,020,581,226.28, with a remaining balance of RMB 0 [1][2] Group 2: Fund Management - The company established a fundraising management system in compliance with relevant laws and regulations to ensure the proper use and management of the raised funds [1][2] - A special account was opened for the management of the raised funds, and agreements were signed with relevant banks and sponsors to oversee the fund's usage [1][2] Group 3: Fund Usage and Allocation - The company utilized RMB 358,131,282.05 to replace self-raised funds that were previously invested in projects before the issuance of the convertible bonds [3][4] - The remaining funds from completed projects were permanently allocated to supplement working capital, totaling RMB 12,445.16 million [3][4] Group 4: Project Status and Adjustments - The company reported that all fundraising projects have been completed, and there were no changes to the fundraising projects during the reporting period [3][4] - The company adjusted the investment scale for the Huizhou plant electronic product project and allocated the surplus funds to the construction of a new factory in Mexico [2][3]

Group 1 - The core viewpoint of the article highlights the significant market share of Beidouxing in the industrial drone sector, particularly in applications requiring high precision and reliability [2] - The company has maintained a market share of over 60% in the chip module segment for industrial drones [2] - Key application scenarios for industrial drones include agricultural protection, power and oil pipeline inspection, security monitoring, surveying, geographic information collection, and logistics transportation [2]