证券研究报告 | 公司点评报告 2025 年 11 月 02 日 广和通（300638.SZ） 经营效率初显改善，边缘智能布局深化 TMT 及中小盘/通信 事件：10 月 29 日晚，公司发布《2025 年第三季度报告》，公司实现营业收入 53.66 亿元，同比下降 13.69%，剔除锐凌无线车载前装无线通信模组业务的影 响，持续经营业务营业收入同比增长 7.32%；归属上市公司股东的净利润 3.16 亿元，同比下降 51.50%，剔除锐凌无线车载前装无线通信模组业务的影响，持 续经营业务归属于上市公司股东的净利润同比下降 2.19%；归属上市公司股东 的扣除非经常性损益的净利润 2.97 亿元，同比下降 34.05%。 ❑ 风险提示：市场竞争加剧风险、下游需求波动风险、全球经贸摩擦风险。 财务数据与估值 | 会计年度 | 2023 | 2024 | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 7716 | 8189 | 7530 | 9618 | 12285 | | 同比增长 | 37% | 6% ...

CHONGQING, CHINA - MARCH 3: In this photo illustration, the BigBear.ai logo is displayed on a smartphone screen, with financial charts and stock market performance visible in the background, highlighting the company's role in artificial intelligence, data analytics, and its impact on market trends, on March 3, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)Getty ImagesBigBear.ai stock (NYSE: BBAI) has seen a notable rally, rising 28% in the past month and delivering gains of over 45% year-to-da ...

Company Overview - Nice (NICE) shares increased by 4.9% to close at $170.37, supported by strong trading volume, contrasting with a 1.6% loss over the past four weeks [1] - The company is experiencing growth due to the strength of its cloud business, an expanding customer base, and AI-powered solutions [1] Earnings Expectations - Nice is projected to report quarterly earnings of $2.99 per share, reflecting a year-over-year increase of 13.3% [2] - Expected revenues for the upcoming quarter are $713.93 million, which is a 7.5% increase compared to the same quarter last year [2] Stock Performance Insights - The consensus EPS estimate for Nice has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] - Nice currently holds a Zacks Rank of 2 (Buy), suggesting positive sentiment towards the stock [3] Industry Comparison - Nice is part of the Zacks Internet - Software industry, where another company, Vertex (VERX), saw a 0.9% decline in its last trading session and has returned -0.8% over the past month [3] - Vertex's consensus EPS estimate has also remained unchanged at $0.14, representing a 6.7% decrease from the previous year, and it holds a Zacks Rank of 3 (Hold) [4]