异动解读 | 广和通盘中大跌5.01%,港股破发及业绩下滑引发投资者担忧

异动解读
Oct 23, 2025

周四盘中,深圳市广和通信股份有限公司(股票代码:00638)股价出现大幅下跌,跌幅达5.01%,引发市场关注。

此次股价下跌可能与广和通最近在港交所的上市表现有关。公司于本周二(10月22日)在香港交易所主板挂牌上市,开启"A+H"资本布局。然而,上市首日即遭遇破发,收盘价为18.98港元,较21.50港元的发行价下跌11.72%。分析人士认为,首日破发可能受到港股整体市场环境及通信板块短期波动的影响。

此外,广和通2025年中期业绩表现不佳也可能是导致投资者信心下降的原因之一。公司2025年上半年主营收入为37.07亿元,同比下降9.02%;归母净利润为2.18亿元,同比下降34.66%。这一业绩下滑趋势可能引发了市场对公司未来发展前景的担忧。尽管如此,作为中国无线通信模组领域的先行者,广和通在5G技术和AI解决方案方面的持续投入仍然值得关注。公司表示将借助国际资本平台加速全球化战略布局,进一步提升在车联网和物联网领域的研发投入,长期发展前景仍然值得期待。

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