全球星

事件：
公司发布业绩业绩预告，2025年预计实现归母净利润6.7-6.9亿元，同比增长14.84%-18.27%；扣非后净利润5.98-6.18亿元，同比增长18.70%-22.67%，业绩略低于预期，维持“买进”评级。
卫星导航、机器人与自动驾驶表现亮眼：报告期内公司坚持全球化、打爆品的发展战略，积极拓展产品和解...

$MDA LTD ORD(MDALF)$ 营收+45%，satellites +69%，robotics + 18%; Backlog $4.4b(未减去$全球星(GSAT)$ 的合同订单)，不考虑增量未来5年$20b的pipeline, 多数来自商业合同。adj净利率取12%，未来5年赚$2.4b(当前市值$2.9b)，G端有国防开支增长受益潜力。除了生意模式差点，还行。

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001571391-25-000025  Act: 33  Size: 9 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001764225-25-000005  Size: 5 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001379664-26-000001  Size: 13 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001026935-26-000001  Size: 6 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001496862-25-000007  Size: 6 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001496862-25-000017  Size: 5 KB 网页链接

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001496862-25-000008  Act: 33  Size: 4 KB 网页链接

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001571391-25-000016  Act: 33  Size: 7 KB 网页链接

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001496862-25-000006  Act: 33  Size: 4 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001571391-25-000015  Size: 6 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001191310-26-000001  Size: 7 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001379816-26-000001  Size: 7 KB 网页链接

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001959173-25-006996  Act: 33  Size: 7 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001368618-26-000002  Size: 6 KB 网页链接

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001496862-25-000016  Act: 33  Size: 6 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001571391-25-000026  Size: 6 KB 网页链接

$全球星(GSAT)$ 144 Report of proposed sale of securities Accession Number: 0001496862-25-000014  Act: 33  Size: 6 KB 网页链接

$全球星(GSAT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001571391-25-000022  Size: 5 KB 网页链接