金融界消息 截至2025年8月5日收盘，移远通信（603236）报收于84.51元，上涨2.8%，换手率5.1%，成 交量13.34万手，成交金额11.18亿元。 天眼查商业履历信息显示，上海移远通信技术股份有限公司，成立于2010年，位于上海市，是一家以从 事计算机、通信和其他电子设备制造业为主的企业。企业注册资本26165.7654万人民币，实缴资本 24440.0446万人民币。公司法定代表人为钱鹏鹤。 通过天眼查大数据分析，上海移远通信技术股份有限公司共对外投资了13家企业，参与招投标项目506 次，知识产权方面有商标信息186条，专利信息729条，此外企业还拥有行政许可17个。 来源：金融界 资金流向方面，今日主力资金净流入9935.08万元，占比成交额8.88%。其中，超大单净流入6804.26万 元、占成交额6.08%，大单净流入3130.82万元、占成交额2.8%，中单净流出流出6485.52万元、占成交 额5.8%，小单净流出3449.56万元、占成交额3.08%。 移远通信最新一期业绩显示，截至2025一季报，公司营业总收入52.21亿元、同比增长32.05%，归属净 利润2.12亿元，同 ...

Core Viewpoint - Yitu Technology has shown a significant net financing inflow of 16.7584 million yuan last week, ranking 447th in the market, indicating investor interest despite recent fluctuations in stock performance [1] Company Overview - Shanghai Yitu Technology Co., Ltd. was established in 2010 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The company has a registered capital of 2.61657654 billion yuan and a paid-in capital of 2.44400446 billion yuan [1] - The legal representative of the company is Qian Penghe [1] Financial Data - Last week, Yitu Technology had a total financing amount of 506 million yuan and repayment amount of 490 million yuan [1] - Over the past five days, the main capital inflow was 4.7741 million yuan, with a slight increase of 0.12% [1] - In the last ten days, the main capital outflow was 135 million yuan, resulting in a decline of 1.92% [1] Investment Activities - Yitu Technology has invested in 13 companies and participated in 506 bidding projects [1] - The company holds 186 trademark registrations and 729 patents, along with 17 administrative licenses [1] Industry Segments - The company operates in various sectors including communication equipment, AI glasses, robotics, edge computing, and 5G technology [1]

Group 1 - The core viewpoint of the news is that Shanghai Esky Communication Technology Co., Ltd. has shown significant financial growth in its latest quarterly report, with a notable increase in revenue and net profit [1] - As of August 1, 2025, the company's stock price closed at 82.43 yuan, reflecting a 1.17% increase, with a trading volume of 114,000 hands and a transaction amount of 942 million yuan [1] - The company reported total operating revenue of 5.221 billion yuan for the first quarter of 2025, representing a year-on-year growth of 32.05%, and a net profit attributable to shareholders of 212 million yuan, which is a 286.91% increase year-on-year [1] Group 2 - The company has a liquidity ratio of 1.283 and a quick ratio of 0.735, indicating its ability to meet short-term obligations [1] - The company has invested in 13 enterprises and participated in 505 bidding projects, showcasing its active engagement in the market [2] - Esky Communication holds 186 trademark registrations and 729 patents, reflecting its strong intellectual property portfolio [2]

Group 1 - The core point of the article highlights the performance and holdings of the Yin Hua Digital Economy Stock Initiation C fund, which has a latest net value of 1.4101 yuan, reflecting a decline of 1.78% [1] - The fund's performance over the past month shows a return of 1.75%, ranking 340 out of 352 in its category; over the past six months, it has returned 3.91%, ranking 286 out of 342; and since the beginning of the year, it has achieved a return of 8.62%, ranking 218 out of 340 [1] - The top ten holdings of the fund account for a total of 49.75%, with significant positions in companies such as SMIC (8.44%), Xiaomi Group-W (8.33%), and Ninebot (8.18%) [1] Group 2 - The Yin Hua Digital Economy Stock Initiation C fund was established on May 20, 2022, and as of June 30, 2025, it has a total scale of 1.49 billion yuan [1] - The fund manager, Wang Xiaochuan, holds a master's degree from Tsinghua University and has been with Yin Hua Fund since July 2016, previously serving as a researcher in transportation, coal, and media industries [1]

Core Viewpoint - The company, Quectel, is experiencing significant growth in revenue and net profit, driven by its focus on IoT module development and production, despite facing inquiries from the exchange regarding its fundraising projects [1] Financial Performance - As of July 29, 2025, Quectel's stock price is 82.25 yuan, reflecting a 0.29% increase from the previous trading day, with a trading volume of 623 million yuan [1] - The company expects a 38.81% year-on-year increase in revenue for the first half of 2025, alongside a substantial 121.13% year-on-year increase in net profit [1] Business Operations - Quectel specializes in the research and sales of IoT modules, including automotive modules, 5G modules, and AI computing power modules [1] - The company has received inquiries from the exchange regarding the rationality of its fundraising projects, which include expansion of automotive and 5G modules and the industrialization of AI computing power modules [1] - In response, the company stated that the new production capacity aligns with industry growth rates and that it has sufficient orders on hand, with AI modules already in mass production and applied in robotics and smart toys [1] Market Activity - On July 29, 2025, there was a net outflow of 23.36 million yuan in principal funds [2]

证券简称：移远通信 股票代码：603236 关于上海移远通信技术股份有限公司 向特定对象发行股票申请文件的 审核问询函的回复 保荐人（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 二〇二五年七月 上海证券交易所： 贵所于 2025 年 6 月 19 日出具的《关于上海移远通信技术股份有限公司向特 定对象发行股票申请文件的审核问询函》（上证上审（再融资）[2025]178 号）（以 下简称"审核问询函"）已收悉，上海移远通信技术股份有限公司（以下简称"移 远通信"、"发行人"、"公司"或"上市公司"）与民生证券股份有限公司（以 下简称"民生证券"、"保荐人"或"保荐机构"）、立信会计师事务所（特殊 普通合伙）（以下简称"申报会计师"）、上海市锦天城律师事务所（以下简称"发 行人律师"）等相关方已就审核问询函中提到的问题进行了逐项落实并回复。 如无特别说明，本回复报告中的简称或名词的释义与《上海移远通信技术股 份有限公司向特定对象发行股票募集说明书（申报稿）》中的含义相同。本回复 报告部分表格中单项数据加总与合计数据可能存在微小差异，均系计算过程中的 四舍五入所致。 | 字体 | 含义 | | --- ...

立信会计师事务所（特殊普通合伙） 关于上海移远通信技术股份有限公司 向特定对象发行股票申请文件的审核问询函的回复 信会师函字[2025]第ZF230号 上海证券交易所： 由民生证券股份有限公司转来贵所于 2025 年 6 月 19 日出具的《关于上海移 远通信技术股份有限公司向特定对象发行股票申请文件的审核问询函》（上证上 审（再融资）[2025]178 号）（以下简称"问询函"）已收悉。对此，立信会计 师事务所（特殊普通合伙）（以下简称"申报会计师"或"我们"）作了认真研 究，并根据问询函的要求，对问询函中涉及会计师的相关问题进行了逐项核查， 相关事项回复如下： 我们对上海移远通信技术股份有限公司 2025 年 1 月至 3 月期间的财务报表 未出具审计或审阅报告，因此对公司上述期间的财务信息不进行发表意见或结论。 以下所述的核查程序及实施核查程序的结果仅为协助公司回复贵所问询目的，不 构成审计或审阅。 如无特别说明，本回复报告中的简称或名词的释义与《上海移远通信技术股 份有限公司向特定对象发行股票募集说明书（申报稿）》中的含义相同。本回复 报告部分表格中单项数据加总与合计数据可能存在微小差异，均系计算过程 ...

证券代码：603236 证券简称：移远通信 公告编号：2025-042 公司本次向特定对象发行 A 股股票事项尚需上交所审核通过，并获得中国 证券监督管理委员会（以下简称"中国证监会"）同意注册后方可实施。最终能 否通过上交所审核，并获得中国证监会同意注册的决定及其时间尚存在不确定性。 公司将根据进展情况，严格按照上市公司向特定对象发行股票相关法律法规的规 定和要求及时履行信息披露义务，敬请投资者注意投资风险。 特此公告。 上海移远通信技术股份有限公司董事会 2025 年 7 月 29 日 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。 上海移远通信技术股份有限公司（以下简称"公司"）收到上海证券交易所 （以下简称"上交所"）于 2025 年 6 月 19 日出具的《关于上海移远通信技术股 份有限公司向特定对象发行股票申请文件的审核问询函》（上证上审（再融资） 【2025】178 号）（以下简称"审核问询函"）。上交所审核中心对公司提交的向 特定对象发行股票申请文件进行了审核，并形成了审核问询问题。 公司收到审核问询函后，会同 ...

Core Viewpoint - The legal opinion letter confirms that the 2025 Second Extraordinary General Meeting of Shareholders of Shanghai Mijuan Communication Technology Co., Ltd. was convened and conducted in accordance with relevant laws and regulations, ensuring the legitimacy and validity of the meeting and its resolutions [1][9]. Group 1: Meeting Organization - The meeting was convened by the company's board of directors, with a notice published on July 9, 2025, detailing the time, location, and agenda of the meeting [2][3]. - The meeting utilized a combination of on-site and online voting, with the online voting period from 9:15 to 15:00 on the day of the meeting [2]. Group 2: Attendance and Voting - A total of 428 shareholders and their proxies attended the meeting, representing 84,140,559 shares, which is 32.16% of the total voting shares [3][5]. - Among the attendees, 13 shareholders participated in the on-site meeting, representing 65,847,849 shares, or 25.17% of the total voting shares [3]. - The online voting system recorded 415 shareholders, confirming their identities through the Shanghai Stock Exchange's information network [5]. Group 3: Resolutions and Voting Results - The meeting passed resolutions with the following voting results: - For the first resolution, 83,938,640 shares voted in favor (99.76%), 157,719 against (0.19%), and 44,200 abstained [6]. - For the second resolution, 70,184,668 shares voted in favor (83.41%), 13,914,991 against (16.54%), and 40,900 abstained [6][7]. - The voting results from minority shareholders showed 18,150,191 shares in favor (98.9%) for the first resolution and 4,396,219 shares in favor (23.95%) for the second resolution [6][7]. Group 4: Legal Compliance - The legal opinion confirms that all aspects of the meeting, including the convening process, qualifications of attendees, and voting procedures, comply with the Company Law and relevant regulations [9].

Core Viewpoint - The company has elected Zhang Dong as the employee representative director for the fourth board of directors, aiming to enhance corporate governance and ensure the board operates in accordance with relevant laws and regulations [1]. Group 1: Election of Employee Representative Director - The company held its first employee representative meeting on July 24, 2025, to discuss the election of the employee representative director [1]. - The resolution to elect Zhang Dong as the employee representative director was passed through democratic discussion among all attending employee representatives [1]. - Zhang Dong's term will last until the end of the fourth board's term, and he meets all qualifications required by laws, regulations, and the company's articles of association [1]. Group 2: Zhang Dong's Background - Zhang Dong, born in 1982, holds a bachelor's degree and has a history of working in various technical roles within the telecommunications industry [4]. - He has been with the company since October 2010 and currently serves as a director, deputy general manager, and chief operating officer [4]. - As of the announcement date, Zhang Dong directly holds 3,548,720 shares of the company and has no connections with the controlling shareholder or actual controller [4].