Core Viewpoint - The company reported significant growth in both revenue and net profit for the first three quarters of the year, indicating strong operational performance and financial health [1] Financial Performance - The company achieved a revenue of 17.877 billion yuan, representing a year-on-year increase of 34.96% [1] - The net profit attributable to shareholders reached 733 million yuan, showing a year-on-year growth of 105.65% [1] - The net profit after deducting non-recurring gains and losses was 694 million yuan, reflecting a year-on-year increase of 113.27% [1] - The basic earnings per share stood at 2.80 yuan [1]

Core Insights - The company reported a revenue of 17.877 billion yuan for the first three quarters, representing a year-on-year growth of 34.96% [2] - The net profit attributable to the parent company's shareholders reached 733 million yuan, showing a significant year-on-year increase of 105.65% [2] Financial Performance - Revenue for the first three quarters: 17.877 billion yuan, up 34.96% year-on-year [2] - Net profit attributable to shareholders: 733 million yuan, up 105.65% year-on-year [2]

证券代码：603236 证券简称：移远通信 公告编号：2025-050 上海移远通信技术股份有限公司 第四届董事会第八次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、 董事会会议召开情况 上海移远通信技术股份有限公司（以下简称"公司"）第四届董事会第八次 会议于 2025 年 10 月 13 日以书面方式发出通知，2025 年 10 月 23 日以现场结合 通讯方式召开。会议应出席董事 5 人，实际出席会议的董事 5 人，会议由董事长 钱鹏鹤先生主持。部分高级管理人员列席会议。本次董事会会议的召集、召开和 表决程序符合有关法律、法规、部门规章、规范性文件和《公司章程》的规定。 二、 董事会会议审议情况 本次董事会会议形成了如下决议： （一） 审议通过《关于公司<2025 年第三季度报告>的议案》 公司按照中国证监会、上海证券交易所有关要求编制了 2025 年第三季度报 告。具体内容详见同日披露于上海证券交易所网站（www.sse.com.cn）的《2025 年第三季度报告》。本议案已经第四届董事会审计委员会 ...

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, with revenue reaching 6.33 billion yuan, a year-on-year growth of 26.68%, and net profit of 262 million yuan, up 78.11% [1] - For the first three quarters of 2025, the company achieved a total revenue of 17.877 billion yuan, reflecting a year-on-year increase of 34.96%, and a net profit of 733 million yuan, which is a 105.65% increase compared to the previous year [1] - The growth in revenue is primarily attributed to the accelerated advancement of IoT intelligence and the deep integration of AI and 5G, allowing the company to effectively target market demands and expand its business boundaries [1] Revenue and Profit Analysis - Third quarter revenue was 6.33 billion yuan, marking a 26.68% increase year-on-year [1] - Third quarter net profit was 262 million yuan, showing a substantial growth of 78.11% year-on-year [1] - Year-to-date revenue for the first three quarters reached 17.877 billion yuan, with a 34.96% year-on-year growth [1] - Year-to-date net profit for the first three quarters was 733 million yuan, reflecting a remarkable increase of 105.65% year-on-year [1] Business Growth Drivers - The company's core businesses, including 5G modules, automotive modules, smart modules, ODM, and antennas, all experienced rapid growth during the reporting period [1] - The diversified business matrix has injected strong growth momentum into the company's development [1] - The company is committed to providing one-stop solutions for its customers, which has contributed to its robust performance [1]

Group 1 - The company reported a revenue of 17.877 billion yuan for the first three quarters of 2025, representing a year-on-year growth of 34.96% [1] - The net profit attributable to shareholders reached 733 million yuan, showing a significant year-on-year increase of 105.65% [1] - The non-recurring net profit was 694 million yuan, reflecting a year-on-year growth of 113.27% [1] - The basic earnings per share stood at 2.80 yuan [1]

上海移远通信技术股份有限公司 2025 年第三季度报告 证券代码：603236 证券简称：移远通信 上海移远通信技术股份有限公司 2025 年第三季度报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是√否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告期 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 末比上年同期 | | | | 减变动幅度 | | 增减变动幅度 | | | | (%) | | (%) | | 营业收入 | 6,330,305,376.66 | 26.68 | 17, ...

移远通信公告，第三季度营收为63.3亿元，同比增长26.68%；净利润为2.62亿元，同比增长78.11%。前 三季度营收为178.77亿元，同比增长34.96%；净利润为7.33亿元，同比增长105.65%。 ...

Core Viewpoint - The stock of Esky Communication has experienced fluctuations, with a year-to-date increase of 42.91% but a recent decline in the last five trading days by 5.74% [1] Financial Performance - For the first half of 2025, Esky Communication reported a revenue of 11.546 billion yuan, representing a year-on-year growth of 39.98% [2] - The net profit attributable to shareholders for the same period was 471 million yuan, showing a significant year-on-year increase of 125.03% [2] Shareholder Information - As of June 30, 2025, the number of shareholders for Esky Communication was 38,300, a decrease of 11.33% from the previous period [2] - The average number of tradable shares per shareholder increased by 12.78% to 6,831 shares [2] Dividend Distribution - Esky Communication has distributed a total of 749 million yuan in dividends since its A-share listing, with 540 million yuan distributed over the past three years [3] Institutional Holdings - As of June 30, 2025, Hong Kong Central Clearing Limited was the third-largest circulating shareholder, holding 16.636 million shares, an increase of 1.561 million shares from the previous period [3] - The tenth-largest circulating shareholder, Ruiyuan Growth Value Mixed A, held 3.103 million shares, a decrease of 1.489 million shares from the previous period [3]

Core Viewpoint - The stock of Esky Communication has shown a significant increase in price and trading volume, indicating strong market interest and positive financial performance in the IoT sector [1][2]. Financial Performance - For the first half of 2025, Esky Communication reported a revenue of 11.546 billion yuan, representing a year-on-year growth of 39.98% [2]. - The net profit attributable to shareholders for the same period was 471 million yuan, reflecting a substantial year-on-year increase of 125.03% [2]. Stock Market Activity - As of October 21, Esky Communication's stock price rose by 2.21% to 98.12 yuan per share, with a total market capitalization of 25.674 billion yuan [1]. - The stock has increased by 45.43% year-to-date, with a slight increase of 0.39% over the last five trading days [1]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 11.33% to 38,300, while the average number of shares held per shareholder increased by 12.78% to 6,831 shares [2]. - The company has distributed a total of 749 million yuan in dividends since its A-share listing, with 540 million yuan distributed over the past three years [3]. Major Shareholders - As of June 30, 2025, Hong Kong Central Clearing Limited is the third-largest shareholder, holding 16.636 million shares, an increase of 1.561 million shares from the previous period [3]. - The tenth-largest shareholder, Ruiyuan Growth Value Mixed A, holds 3.103 million shares, a decrease of 1.489 million shares compared to the previous period [3].

Group 1 - The core viewpoint of the news is that Esky Communication has seen a stock price increase of 5.03%, reaching 98.49 CNY per share, with a total market capitalization of 25.771 billion CNY [1] - Esky Communication, established on October 25, 2010, specializes in the design, production, research and development, and sales of wireless communication modules and solutions in the Internet of Things (IoT) sector [1] - The company's main business revenue composition is 99.32% from modules and antennas, while other sources contribute 0.68% [1] Group 2 - From the perspective of fund holdings, one fund under AVIC Fund has Esky Communication as a top ten holding, with 31,900 shares held, accounting for 5.54% of the fund's net value [2] - The AVIC Vision Leading Mixed Fund A (021491) has generated a floating profit of approximately 150,600 CNY today [2] - The fund has a total scale of 16.4677 million CNY and has achieved a year-to-date return of 21.56%, ranking 3,674 out of 8,234 in its category [2]