603236 移远通信
交易中 07-10 10:30:20
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又一行业龙头进军AI眼镜，高通+国产双芯方案，“XR盒子”帮眼镜“养虾”
智东西 · 07-09 17:25
又一行业龙头进军AI眼镜，高通+国产双芯方案，“XR盒子”帮眼镜“养虾”
每周股票复盘：移远通信（603236）现金管理赎回及股权激励行权
证券之星 · 07-05
每周股票复盘：移远通信（603236）现金管理赎回及股权激励行权
移远通信（603236）披露使用闲置募集资金进行现金管理赎回的公告，7月1日股价上涨3.73%
证券之星 · 07-01
移远通信（603236）披露使用闲置募集资金进行现金管理赎回的公告，7月1日股价上涨3.73%
6月30日移远通信（603236）涨停分析：RedCap合作落地、政策催化驱动
证券之星 · 06-30
6月30日移远通信（603236）涨停分析：RedCap合作落地、政策催化驱动
移远通信（603236）披露2023年股票期权激励计划第二个行权期自主行权实施公告，6月29日股价下跌0.13%
证券之星 · 06-29
移远通信（603236）披露2023年股票期权激励计划第二个行权期自主行权实施公告，6月29日股价下跌0.13%
股市必读：移远通信（603236）6月26日收盘跌5.99%，主力净流入1728.67万元
证券之星 · 06-29
股市必读：移远通信（603236）6月26日收盘跌5.99%，主力净流入1728.67万元
移远通信新注册《沃农服APPV1.0.7》项目的软件著作权
证券之星 · 06-27
移远通信新注册《沃农服APPV1.0.7》项目的软件著作权
移远通信：公司会在定期报告中披露法定要求的股东数量信息
证券之星 · 06-26
移远通信：公司会在定期报告中披露法定要求的股东数量信息
移远通信：公司具备专业供应链团队动态跟踪关键物料供需变化
证券之星 · 06-26
移远通信：公司具备专业供应链团队动态跟踪关键物料供需变化
移远通信：深耕物联网通信赛道，持续构建“1+N”业务矩阵
证券之星 · 06-26
移远通信：深耕物联网通信赛道，持续构建“1+N”业务矩阵
移远通信：公司重视中小投资者权益保护
证券之星 · 06-26
移远通信：公司重视中小投资者权益保护
移远通信（603236）3663.21万股限售股将于6月24日解禁，占总股本9.09%
证券之星 · 06-24
移远通信（603236）3663.21万股限售股将于6月24日解禁，占总股本9.09%
股市必读：移远通信（603236）6月18日董秘有最新回复
证券之星 · 06-22
股市必读：移远通信（603236）6月18日董秘有最新回复
每周股票复盘：移远通信（603236）3663万限售股将解禁
证券之星 · 06-20
每周股票复盘：移远通信（603236）3663万限售股将解禁
移远通信：已形成覆盖3GPP NTN、私有协议、卫星直连蜂窝三大主流技术路线的标准模组矩阵
证券之星 · 06-18
移远通信：已形成覆盖3GPP NTN、私有协议、卫星直连蜂窝三大主流技术路线的标准模组矩阵
移远通信公布国际专利申请：“无线通信的方法、终端设备和网络设备”
证券之星 · 06-13
移远通信公布国际专利申请：“无线通信的方法、终端设备和网络设备”
每周股票复盘：移远通信（603236）调整股票期权行权价至37.94元/股
证券之星 · 06-07
每周股票复盘：移远通信（603236）调整股票期权行权价至37.94元/股
移远通信：公司车载业务已成功为全球超40家主流车企实现规模化量产交付
证券之星 · 06-05
移远通信：公司车载业务已成功为全球超40家主流车企实现规模化量产交付
移远通信：机器人方案已落地商业服务、医疗、农业、家用、四足及人形机器人等多个领域
证券之星 · 06-05
移远通信：机器人方案已落地商业服务、医疗、农业、家用、四足及人形机器人等多个领域
移远通信：公司围绕“连接+智能”战略，持续推出面向边缘侧的 AI 模组与解决方案
证券之星 · 06-05
移远通信：公司围绕“连接+智能”战略，持续推出面向边缘侧的 AI 模组与解决方案
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公司概况
公司名称：
上海移远通信技术股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
2019-07-16
主营业务：
上海移远通信技术股份有限公司的主营业务是物联网领域无线通信模组及其解决方案的设计、研发、生产与销售服务。公司的主要产品是蜂窝模组（5G/4G/3G/2G/LPWA）、车载前装模组、智能模组（5G/4G/边缘计算）、短距离通信模组(Wi-Fi&BT)、GNSS定位模组、卫星通信模组、天线。截至本报告期末，公司已取得授权专利778项，商标327项，软件著作权327项。
发行价格：
43.93
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17:25","pubTimestamp":1783589112,"startTime":"0","endTime":"0","summary":"▲一体式光波导轻量化AI+AR眼镜参考设计Hawk系列包括一体式光波导轻量化AI+AR眼镜和分体式BirdBath AR眼镜，AI+AR眼镜有高通和国产芯片双方案。对于这一问题，马国文在会后采访中提到，当前整个行业起起伏伏，不论是AI眼镜还是AR眼镜，很多创业公司团队都会面对供应链方面的挑战，供应链问题往往是“牵一发动全身”，导致产线早期不良率较高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8ucfRj01e5W","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"ifeng_tech","symbols":["BK0214","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649949886","title":"每周股票复盘：移远通信（603236）现金管理赎回及股权激励行权","url":"https://stock-news.laohu8.com/highlight/detail?id=2649949886","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649949886?lang=zh_cn&edition=full","pubTime":"2026-07-05 02:15","pubTimestamp":1783188914,"startTime":"0","endTime":"0","summary":"截至2026年7月3日收盘，移远通信报收于51.8元，较上周的46.58元上涨11.21%。公司公告汇总上海移远通信技术股份有限公司于2026年5月20日使用闲置募集资金5亿元购买中国建设银行结构性存款，产品已于2026年6月26日到期赎回，赎回本金5亿元，实际收益82.27万元，年化收益率1.62%，相关资金已全部归还至募集资金专户。上海移远通信技术股份有限公司发布关于2023年股票期权激励计划第二个行权期自主行权实施的公告。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070500000584.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648417545","title":"移远通信（603236）披露使用闲置募集资金进行现金管理赎回的公告，7月1日股价上涨3.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2648417545","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648417545?lang=zh_cn&edition=full","pubTime":"2026-07-01 22:44","pubTimestamp":1782917055,"startTime":"0","endTime":"0","summary":"截至2026年7月1日收盘，移远通信报收于53.08元，较前一交易日上涨3.73%，最新总市值为213.89亿元。近日，上海移远通信技术股份有限公司发布《关于使用闲置募集资金进行现金管理赎回的公告》。公司最近12个月内累计使用闲置募集资金进行现金管理最高单日余额为10亿元，目前尚有9.5亿元未到期，剩余可用额度5000万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026070100043653.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603236","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647653338","title":"6月30日移远通信（603236）涨停分析：RedCap合作落地、政策催化驱动","url":"https://stock-news.laohu8.com/highlight/detail?id=2647653338","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647653338?lang=zh_cn&edition=full","pubTime":"2026-06-30 15:36","pubTimestamp":1782805017,"startTime":"0","endTime":"0","summary":"证券之星消息，移远通信6月30日涨停收盘，收盘价51.17元。6月30日移远通信涨停的可能因素有：公司于6月27日公告与高通签署新一代5G RedCap模组合作备忘录，加速落地轻量化5G应用；同期工信部发布《5G规模化应用‘扬帆’行动升级版》，明确支持RedCap商用部署；公司近期在智能电网、车载前装等领域获多家头部客户定点，订单可见性增强；海外业务受益于欧洲能源数字化及北美车联网需求回升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026063000023454.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603236","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647370233","title":"移远通信（603236）披露2023年股票期权激励计划第二个行权期自主行权实施公告，6月29日股价下跌0.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2647370233","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647370233?lang=zh_cn&edition=full","pubTime":"2026-06-29 22:33","pubTimestamp":1782743596,"startTime":"0","endTime":"0","summary":"截至2026年6月29日收盘，移远通信报收于46.52元，较前一交易日下跌0.13%，最新总市值为187.45亿元。该股当日开盘46.02元，最高47.51元，最低45.37元，成交额达3.59亿元，换手率为1.91%。近日，上海移远通信技术股份有限公司发布关于2023年股票期权激励计划第二个行权期自主行权实施的公告。行权起始日为2026年7月3日，截止日为2027年1月23日，行权所得股票可于T+2日上市交易。公司将在定期报告中披露行权进展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062900041408.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2647734814","title":"股市必读：移远通信（603236）6月26日收盘跌5.99%，主力净流入1728.67万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2647734814","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2647734814?lang=zh_cn&edition=full","pubTime":"2026-06-29 01:56","pubTimestamp":1782669372,"startTime":"0","endTime":"0","summary":"截至2026年6月26日收盘，移远通信报收于46.58元，下跌5.99%，换手率2.48%，成交量9.98万手，成交额4.77亿元。交易信息汇总股价提醒6月26日移远通信收盘报46.58元，跌5.99%，当日成交4.77亿元。前10个交易日资金流向情况：主力资金累计净流出3.38亿元，股价累计下跌5.99%；融资余额累计增加5811.74万元，融券余量累计增加5620股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062900000591.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646364795","title":"移远通信新注册《沃农服APPV1.0.7》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2646364795","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646364795?lang=zh_cn&edition=full","pubTime":"2026-06-27 02:12","pubTimestamp":1782497537,"startTime":"0","endTime":"0","summary":"证券之星消息，近日移远通信（603236）新注册了《沃农服APPV1.0.7》项目的软件著作权。今年以来移远通信新注册软件著作权3个，较去年同期减少了50%。结合公司2025年年报财务数据，2025年公司在研发方面投入了19.51亿元，同比增16.95%。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15家企业，参与招投标项目522次；财产线索方面有商标信息246条，专利信息929条，著作权信息147条；此外企业还拥有行政许可39个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062700001929.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","159180","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646235863","title":"移远通信：公司会在定期报告中披露法定要求的股东数量信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2646235863","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646235863?lang=zh_cn&edition=full","pubTime":"2026-06-26 16:57","pubTimestamp":1782464258,"startTime":"0","endTime":"0","summary":"证券之星消息，移远通信06月26日在投资者关系平台上答复投资者关心的问题。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062600030781.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603236","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646586183","title":"移远通信：公司具备专业供应链团队动态跟踪关键物料供需变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2646586183","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646586183?lang=zh_cn&edition=full","pubTime":"2026-06-26 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业务矩阵，以模组为基石，协同天线、ODM、智能化解决方案等多元业务发展。后续公司将持续做好主营业务，并加强投资者关系管理，帮助投资者更全面、深入地了解公司业务进展和长期价值。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062600030776.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603236","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2646948358","title":"移远通信：公司重视中小投资者权益保护","url":"https://stock-news.laohu8.com/highlight/detail?id=2646948358","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2646948358?lang=zh_cn&edition=full","pubTime":"2026-06-26 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等多个产品型号，已助力海内外多家客户实现产品商用。当日关注点交易信息汇总：6月18日主力资金净流出7992.78万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026062200000366.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644106827","title":"每周股票复盘：移远通信（603236）3663万限售股将解禁","url":"https://stock-news.laohu8.com/highlight/detail?id=2644106827","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644106827?lang=zh_cn&edition=full","pubTime":"2026-06-20 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等多个产品型号，已助力海内外多家客户实现产品商用。本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061800026497.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","603236"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643215235","title":"移远通信公布国际专利申请：“无线通信的方法、终端设备和网络设备”","url":"https://stock-news.laohu8.com/highlight/detail?id=2643215235","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643215235?lang=zh_cn&edition=full","pubTime":"2026-06-13 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玩具、割草机等众多场景。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060500028548.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["603236","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2641116584","title":"移远通信：机器人方案已落地商业服务、医疗、农业、家用、四足及人形机器人等多个领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2641116584","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2641116584?lang=zh_cn&edition=full","pubTime":"2026-06-05 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