截至9月30日，盛路通信股东户数6.76万，较上期减少13.92%；人均流通股12534股，较上期增加 16.18%。2025年1月-9月，盛路通信实现营业收入9.42亿元，同比增长13.03%；归母净利润8407.21万 元，同比增长26.49%。 分红方面，盛路通信A股上市后累计派现1.09亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，盛路通信十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股2578.26万股，相比上期增加1484.97万股。广发聚丰混合A（270005）位居第六大流通股 东，持股713.59万股，相比上期减少143.09万股。广发优势成长股票A（011425）位居第八大流通股 东，持股368.05万股，为新进股东。前海开源公用事业股票（005669）、前海开源新经济混合A （000689）退出十大流通股东之列。 11月11日，盛路通信跌2.00%，成交额4.05亿元。两融数据显示，当日盛路通信获融资买入额4713.38万 元，融资偿还5186.68万元，融资净买入-473.30万元。截至11月11日，盛路通信融资融券余额合计5.14 亿元。 融 ...

Core Viewpoint - Shenglu Communication's stock performance shows a slight increase, with significant financing activities indicating high investor interest despite a net outflow in financing [1][2]. Financing Summary - On October 23, Shenglu Communication had a financing buy-in of 26.49 million yuan, with a financing repayment of 28.85 million yuan, resulting in a net financing outflow of 2.36 million yuan [1]. - The total financing and securities balance as of October 23 is 507 million yuan, accounting for 6.68% of the circulating market value, which is above the 90th percentile of the past year, indicating a high level of financing [1]. - The company had a low short-selling balance, with a short-selling repayment of 12,100 shares and a remaining short-selling balance of 22,550 yuan, below the 10th percentile of the past year [1]. Financial Performance - For the first half of 2025, Shenglu Communication reported a revenue of 614 million yuan, representing a year-on-year growth of 9.10%, and a net profit attributable to shareholders of 57.55 million yuan, up 16.02% year-on-year [2]. - The company has cumulatively distributed 109 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased to 78,600, while the average circulating shares per person increased by 1.89% to 10,789 shares [2]. - Among the top ten circulating shareholders, notable changes include a decrease in holdings by Qianhai Kaiyuan Public Utilities Stock and an increase by Hong Kong Central Clearing Limited [3].

Core Viewpoint - The stock of Shenglu Communication has experienced fluctuations, with a current price of 8.47 CNY per share, reflecting a year-to-date increase of 29.31% and a recent decline over the past 20 days [1][2]. Financial Performance - For the first half of 2025, Shenglu Communication reported a revenue of 614 million CNY, representing a year-on-year growth of 9.10%, and a net profit attributable to shareholders of 57.55 million CNY, up 16.02% compared to the previous year [2]. - Cumulatively, the company has distributed 109 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 1.86% to 78,600, while the average number of circulating shares per person increased by 1.89% to 10,789 shares [2]. - The top ten circulating shareholders include notable funds, with the third-largest being Qianhai Kaiyuan Public Utilities Stock, holding 15.56 million shares, a decrease of 649,500 shares from the previous period [3]. Market Activity - On October 17, the stock saw a decline of 2.08% with a trading volume of 77.48 million CNY and a turnover rate of 1.06%, while the total market capitalization stood at 7.75 billion CNY [1]. - The net outflow of main funds was 3.21 million CNY, with significant selling pressure observed [1]. Business Overview - Shenglu Communication, established on December 23, 1998, specializes in the research, production, and sales of communication antennas and RF products, with a revenue composition of 46.77% from microwave electronics, 26.82% from base station antennas, and 13.30% from microwave communication devices [1]. - The company operates within the defense and military electronics sector, with involvement in various concepts such as small-cap stocks, Beidou navigation, 6G, military-civil integration, and 5.5G [1].

Group 1 - The core point of the news is that Shenglu Communication's stock price increased by 5.06%, reaching 8.72 CNY per share, with a trading volume of 421 million CNY and a turnover rate of 5.90%, resulting in a total market capitalization of 7.982 billion CNY [1] - Shenglu Communication, established on December 23, 1998, and listed on July 13, 2010, is located in Foshan, Guangdong Province. The company specializes in the research, production, and sales of communication antennas and RF products, as well as military electronics [1] - The revenue composition of Shenglu Communication includes microwave electronics (46.77%), base station antennas (26.82%), microwave communication devices (13.30%), terminal antennas (10.33%), and RF devices and equipment (2.78%) [1] Group 2 - From the perspective of the top ten circulating shareholders, one fund under GF Fund ranks among the top shareholders of Shenglu Communication. The GF Jufeng Mixed A Fund (270005) reduced its holdings by 1.3611 million shares in the second quarter, holding a total of 8.5668 million shares, which accounts for 1.01% of the circulating shares [2] - The GF Jufeng Mixed A Fund, established on December 23, 2005, has a current scale of 2.276 billion CNY. Year-to-date, it has achieved a return of 38.77%, ranking 2102 out of 8234 in its category; over the past year, it has returned 35.3%, ranking 2261 out of 8083; and since inception, it has returned 442.08% [2]