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中国技术集团(01725) - 进一步延迟寄发通函
2026-01-23 11:18
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 China Strategic Technology Group Limited 承董事會命 中國技術集團有限公司 中 國 技 術 集 團 有 限 公 司 ( 於開曼群島註冊成立之有限公司) (股份代號:1725) 進一步延遲寄發通函 茲提述中國技術集團有限公司(「本公司」)日期為2025 年12月5日及2025年12月23 日的公告(「該等公告」),內容有關(1)根據特別授權認購新股份;及(2)根據特別授 權配售新股份。除另有界定者外,本公告所用詞彙與該公告所界定者具有相同涵 義。 該 等 公 告 指 出 , 一 份 載 有( 其 中 包 括 )(i) 認 購 協 議 及 配 售 協 議 進 一 步 詳 情 ; 及 (ii) 股 東 特別 大 會 通告 的 通 函(「通 函」),將 於 2026 年 1 月 23 日 或 之 前寄 發 予 股 東。 由 於本公司需要額外時間擬備及落實通函之內容,因此通 ...
商业航天股走强,亚太卫星、金风科技涨超7%
Ge Long Hui· 2026-01-23 02:49
Group 1 - The Hong Kong stock market saw a surge in commercial aerospace stocks, with JunDa Co., Ltd. rising over 30% and other companies like Asia Pacific Satellite and Goldwind Technology increasing by over 7% [1] - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. announced at the "Global Space Tourism Launch Conference" that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly in 2028 aboard the domestic reusable manned spacecraft "ChuanYueZhe YiHao (CYZ1)" [1] - The flight will last approximately 2.5 hours, reaching an altitude of 100 kilometers, allowing participants to experience 12 minutes of weightlessness, with a ticket price set at 3 million yuan [1] Group 2 - JunDa Co., Ltd. experienced a 30.75% increase in stock price, reaching 33.68 yuan, with a total market capitalization of 9.854 billion yuan and a year-to-date increase of 56.65% [2] - Asia Pacific Satellite's stock rose by 7.93% to 4.49 yuan, with a market cap of 4.169 billion yuan and a year-to-date increase of 61.51% [2] - Goldwind Technology's stock increased by 7.40% to 16.54 yuan, with a market cap of 69.882 billion yuan and a year-to-date increase of 23.34% [2]
港股异动丨商业航天股走强,亚太卫星、金风科技涨超7%
Ge Long Hui A P P· 2026-01-23 02:10
Group 1 - The commercial aerospace stocks in the Hong Kong market have shown strong performance, with JunDa Co., Ltd. surging over 30% and other companies like Asia Pacific Satellite and Goldwind Technology rising over 7% [1] - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. announced at the "Global Space Tourism Launch Conference" that actor Huang Jingyu will join the first batch of Chinese commercial space travelers, planning to fly in 2028 aboard the domestic reusable manned spacecraft "ChuanYueZhe YiHao (CYZ1)" [1] - The flight will last approximately 2.5 hours, crossing the Kármán line at 100 kilometers, allowing participants to experience 12 minutes of weightlessness [1] Group 2 - The stock performance of various companies in the commercial aerospace sector includes JunDa Co., Ltd. with a 30.75% increase, Asia Pacific Satellite at 7.93%, and Goldwind Technology at 7.40% [2] - The total market capitalization for JunDa Co., Ltd. is 9.854 billion, while Asia Pacific Satellite stands at 4.169 billion and Goldwind Technology at 69.882 billion [2] - Year-to-date performance shows JunDa Co., Ltd. up 56.65%, Asia Pacific Satellite up 61.51%, and Goldwind Technology up 23.34% [2]
异动盘点0116 | 机器人概念股早盘普涨,商业航天概念今早回暖;部分核电概念股走强,英伟达持仓概念股普涨
贝塔投资智库· 2026-01-16 04:01
Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]
商业航天领域再迎催化 亚太卫星、钧达股份均涨超5%
Zhi Tong Cai Jing· 2026-01-16 02:46
Group 1 - The commercial aerospace sector is experiencing a revival, with notable stock price increases for companies such as Asia Pacific Satellite (up 5.26% to HKD 4.4) and Junda Co., Ltd. (up 5.26% to HKD 25.6) [1] - Elon Musk announced that SpaceX aims to launch its Starship more than once an hour within three years, with a long-term goal of producing 10,000 Starships annually [1] - China Aerospace Technology Group Corporation is focusing on major projects like manned lunar landings and deep space exploration, while also emphasizing the development of commercial aerospace and low-altitude economy [1] Group 2 - According to a recent report by Guotai Junan Securities, China's commercial aerospace has established a complete chain covering upstream manufacturing, midstream launching, and downstream applications [2] - State-owned aerospace enterprises have developed platform-based launch capabilities, and the Wenchang commercial launch site has officially commenced operations, enhancing infrastructure capabilities [2] - Private companies are rapidly emerging in areas such as rockets, satellites, and remote sensing terminals, leading to increased synergy and the expansion of vertical scenarios like remote sensing, navigation, and communication [2]
港股异动 | 商业航天领域再迎催化 亚太卫星(01045)、钧达股份(02865)均涨超5%
智通财经网· 2026-01-16 02:19
智通财经APP获悉,商业航天概念今早回暖,截至发稿,亚太卫星(01045)涨5.26%,报4.4港元;钧达股 份(02865)涨5.26%,报25.6港元;中国技术集团(01725)涨2.06%,报0.99港元;金风科技(02208)涨 0.99%,报14.35港元。 消息面上,商业航天领域再迎催化。马斯克通过社交平台表示,三年内星舰发射频率将超每小时一次, 明确SpaceX终极目标为每年生产1万艘星舰。此前,SpaceX在星舰基地建造了超大型总装车间 Gigabay,加速星舰的生产。国内方面,中国航天科技集团有限公司1月15日召开2026年度工作会议。会 议提出,2026年要深入推进载人登月、深空探测等重大工程,全力突破重复使用火箭技术;要大力发展 商业航天、低空经济等战新产业,前瞻布局太空数智等未来产业。 国泰海通证券近日研报指出,我国商业航天已形成涵盖"上游制造—中游发射—下游应用"的完整链条, 国有航天企业发射能力平台化,文昌商业发射场正式投运,基础设施能力外溢;民营企业在火箭/卫星/ 遥感终端等环节快速崛起,协同效应增强。遥感、导航、通信等垂直场景快速拓展,数据运营价值加速 释放,产业从单点商业化逐 ...
中国技术集团(01725) - (I) 有关董事辞任及董事会副主席变更的补充公告;及 (II) 业务...
2026-01-14 12:57
China Strategic Technology Group Limited 中 國 技 術 集 團 有 限 公 司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 ( 於開曼群島註冊成立之有限公司) (股份代號:1725) (I)有關董事辭任 及董事會副主席變更的 補充公告; 及 (II)業務更新 (I) 有關董事辭任及董事會副主席變更的補充公告 茲提述中國技術集團有限公司( 前稱洲際航天科技集團有限公司()「本公司」, 連同 其 附屬 公 司, 統 稱「本集 團」)日 期為 2025 年 11 月 12 日 有 關( 其中 包 括 )(i) 董事辭任及董事(「董事」)會(「董事會」)副主席變更之公告(「該公告」)。除本 公告另有界定者外,本公告所用詞彙與該公告所界定者具有相同涵義。 董事會謹此就該公告補充以下資料: 接獲上述電郵後,Charis Chu女士透過電話聯絡前公司秘書,並詢問彼是否已 收到Maktoum殿下的辭任電郵。Charis ...
中国技术集团(01725) - 有关 (I) 董事、主席及授权代表以及董事委员会组成变动; (II)...
2026-01-14 12:28
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或 完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 China Strategic Technology Group Limited 中 國 技 術 集 團 有 限 公 司 ( 於開曼群島註冊成立之有限公司) (股份代號:1725) 有關 (I)董事、主席及授權代表以及董事委員會組成變動; (II)高級管理層變動; (III)建議更改公司名稱;及 (IV)合作框架協議 之補充公告 茲提述(a)中國技術集團有限公司( 前稱洲際航天科技集團有限公司 ()「本公司」, 連 同 其 附 屬 公 司 , 統 稱「 本 集 團 」)日 期 為 2025 年 10 月 13 日 有 關( 其 中 包 括 )(i) 董 事、主席及授權代表以及董事委員會組成變動;(ii)高級管理層變動;及(iii)建議 更改公司名稱之公告;及(b)本公司日期為2025年11月17日有關本公司與清遠市清 投私募基金管理有限公司訂立日期為2025年11月14日的合作框架協議之公告,內 容有關 ...
港股异动 | 商业航天概念再度冲高 我国新增超20万颗卫星申请 行业有望迎多重利好共振
智通财经网· 2026-01-12 02:12
此外,马斯克旗下的美国太空探索技术公司(SpaceX)也有大动作。美国联邦通信委员会批准下一代 卫星星座计划,授权SpaceX在现有已部署8000颗卫星的基础上,增加部署运营7500颗第二代星链卫 星,全球获批在轨运行的二代卫星总数超1.5万颗。开源证券认为,2026年,国内商业航天有望迎来"政 策+技术+资本"三重共振,值得高度期待。 智通财经APP获悉,商业航天概念再度冲高,截至发稿,亚太卫星(01045)涨11.66%,报4.98港元;中国 技术集团(01725)涨10.53%,报1.05港元;钧达股份(02865)涨4.81%,报26.6港元;金风科技(02208)涨 3.3%,报17.22港元。 消息面上,商业航天赛道再迎重磅消息。国际电信联盟(ITU)官网消息,我国2025年12月向ITU申请 了超20万颗卫星的频轨资源。其中超19万颗卫星来自近期刚刚成立的无线电创新院。上海社会科学院信 息研究所副所长丁波涛及头部商业卫星公司人士指出,这意味着卫星频轨资源申请已上升至国家战略层 面。 ...
20万颗卫星引爆资本市场,中国技术集团持续发力航天产业
Sou Hu Wang· 2026-01-12 01:28
Core Viewpoint - China's application for over 200,000 satellite frequency and orbit resources has elevated the issue to a national strategic level, intensifying global competition for space resources [1] Group 1: Industry Overview - The low Earth orbit (LEO) can theoretically accommodate about 60,000 satellites, with approximately 10,824 satellites currently in orbit as of May 12, 2025, resulting in a utilization rate of about 18.0% [1] - The U.S. Federal Communications Commission (FCC) has approved SpaceX's plan to deploy an additional 7,500 Gen 2 Starlink satellites, building on its existing 8,000 satellites [1] - Various entities, including traditional telecom operators like China Mobile and China Telecom, are now involved in satellite internet, indicating a rapid integration into the national information infrastructure [1] Group 2: Company Developments - The satellite industry is expected to experience a boom, encompassing satellite manufacturing, rocket launches, and ground equipment operation services, with the satellite industry ETF (159218) showing strong performance [2] - China has initiated several national satellite constellation projects, including the "GW Constellation" and "Qianfan Constellation," aiming to deploy thousands of satellites over the next decade [2] - China Technology Group (01725.HK) is involved in the planning of the "Jin Zijin Constellation," which aims to provide comprehensive solutions for smart cities and various applications such as disaster prevention and agricultural monitoring [2][3] Group 3: Technological Innovations - The "Jin Zijin Constellation" aims to create a hybrid low-orbit high-frequency satellite constellation that integrates optical remote sensing and synthetic aperture radar, providing all-weather monitoring services [3] - The satellites in the "Jin Zijin Constellation" are equipped with advanced optical cameras and utilize commercial off-the-shelf (COTS) products, enhancing remote sensing capabilities while reducing power consumption [5] - The satellite manufacturing and control centers of China Technology Group are currently located in Hong Kong, with plans to relocate to Guangzhou, leveraging regional advantages [5] Group 4: Strategic Collaborations - China Technology Group has signed a strategic cooperation memorandum with Meizhou High-tech Zone to promote a national-level zero-carbon park project, focusing on satellite structure factories and related industrial chains [7]