声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2025年12月25日，通宇通讯（sz002792）触及涨停，涨停价38.18元，涨幅10%，总市值200.25亿元，流 通市值127.29亿元，截止发稿，总成交额37.83亿元。 根据喜娜AI异动分析，通宇通讯涨停原因可能如下，海外业务拓展+卫星通信布局+公司治理优化： 1、 公司专注于通信天线及射频器件产品，近期海外业务拓展取得突破，首次超过国内收入，与爱立信等核 心客户合作深化，欧美市场取得进展。同时，公司通过投资、合资等方式构建"星 - 地 - 端"全产业链卫 星通信布局，符合国家政策导向，虽新业务尚处投入期，但长期潜力大。 2、公司治理结构不断完善， 修订和制定了24项管 ...

每经AI快讯，通宇通讯（SZ 002792，收盘价：34.71元）12月24日晚间发布公告称，公司第五届第二十 九次董事会会议于2025年12月24日在公司会议室召开。会议审议了《关于第六届董事会董事薪酬方案的 议案》等文件。 （记者 张明双） 截至发稿，通宇通讯市值为182亿元。 每经头条（nbdtoutiao）——微信聊天遭老板监视，杀毒软件"失明"，员工隐私被系统性采集！软件商 公开售卖"监控神器"，称已服务多家企业 2025年1至6月份，通宇通讯的营业收入构成为：通信天线及射频器件占比97.15%，其他占比1.17%，新 能源电柜占比1.01%，光通信占比0.67%。 ...

Company Overview - Tongyu Communication (SZ 002792) announced on October 29 that its 28th meeting of the fifth board of directors was held on October 28, 2025, where the proposal for the fourth extraordinary shareholders' meeting of 2025 was reviewed [1] Financial Performance - For the first half of 2025, the revenue composition of Tongyu Communication was as follows: communication antennas and RF devices accounted for 97.15%, other products accounted for 1.17%, new energy cabinets accounted for 1.01%, and optical communication accounted for 0.67% [1] Market Capitalization - As of the report, Tongyu Communication's market capitalization was 10.2 billion yuan [1]

Group 1 - The core point of the article is that Tongyu Communication (SZ 002792) held its 27th meeting of the fifth board of directors on September 26, 2025, to discuss the proposal for the re-election of members of the strategic committee [1] - For the first half of 2025, the revenue composition of Tongyu Communication is as follows: communication antennas and RF devices account for 97.15%, others account for 1.17%, new energy cabinets account for 1.01%, and optical communication accounts for 0.67% [1] - As of the time of reporting, the market capitalization of Tongyu Communication is 8.4 billion yuan [1]

Core Viewpoint - Tongyu Communication reported a decline in revenue and net profit for the first half of 2025, indicating challenges in the communication equipment sector despite overall industry growth [2][3]. Financial Performance - Revenue for H1 2025 was 532,724,205.61 CNY, a decrease of 2.55% compared to 546,654,764.30 CNY in the same period last year [3]. - Net profit attributable to shareholders was 21,786,044.75 CNY, down 8.9% from 23,914,511.12 CNY year-on-year [3]. - Net profit after deducting non-recurring gains and losses was 4,966,807.09 CNY, a significant drop of 69.15% from 16,098,822.09 CNY in the previous year [3]. - Basic and diluted earnings per share were both 0.0417 CNY, reflecting an 8.95% decrease from 0.0458 CNY [3]. - Total assets at the end of H1 2025 were 3,465,046,288.9 CNY, a slight decrease of 0.75% from 3,491,104,993.63 CNY at the end of the previous year [3]. - Net assets attributable to shareholders increased by 1.3% to 2,788,811,241.1 CNY from 2,753,093,218.92 CNY [3]. Industry Context - The communication equipment industry in China continued to show steady growth, with the total number of 5G base stations reaching 4.549 million, an increase of 298,000 from the end of the previous year, accounting for 35.7% of all mobile base stations [2]. - The number of 5G mobile phone users reached 1.118 billion, with a net increase of 104 million, representing 61.8% of all mobile phone users [2]. - The demand for base station equipment, antennas, and RF devices is being optimized as operators transition from broad coverage to deep coverage and refined operations, with a growing share of high-tech products like Massive MIMO antennas [2]. Strategic Initiatives - The company focuses on the communication antenna and RF device sector, which is expected to receive continued support from industrial policies, including tax and R&D incentives [4]. - Tongyu Communication is seizing opportunities in the satellite internet sector, establishing a comprehensive "star-ground-end" industrial chain in satellite communication, covering ground station terminals, satellite communication payloads, and terminal applications [4]. - The company has achieved small-scale applications of spaceborne phased array antennas in low-Earth orbit satellites and stable delivery of ground station products, reinforcing its market position [4]. - Revenue from satellite communication business is projected to exceed 40 million CNY in 2024, with continued growth expected in 2025 as national satellite constellation networking accelerates [4]. - Innovative products like Macro WiFi have been commercially deployed in Southeast Asia and Russia, expanding the company's market presence [4].

Group 1 - The core point of the article is that Tongyu Communication (SZ 002792) held its 26th meeting of the fifth board of directors on August 28, 2025, to review the proposal for the 2025 semi-annual report and its summary [1] - For the first half of 2025, the revenue composition of Tongyu Communication is as follows: communication antennas and RF devices account for 97.15%, others account for 1.17%, new energy cabinets account for 1.01%, and optical communication accounts for 0.67% [1] - As of the report date, the market capitalization of Tongyu Communication is 9.5 billion yuan [1] Group 2 - The article mentions that nearly 120 brands and 1,600 vehicles are competing in the Southwest region, indicating a significant event in the automotive industry [1] - The first A-level car exhibition in the second half of the year is expected to reshape the market landscape for new energy vehicles [1]