商业航天概念局部回暖，长江通信直线涨停，北摩高科、欧科亿、航天发展、海兰信、广联航空、巨力 索具跟涨。 商业航天概念局部回暖，长江通信直线涨停，北摩高科、欧科亿、航天发展、海兰信、广联航空、巨力 索具跟涨。 ...

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 根据喜娜AI异动分析，长江通信涨停原因可能如下，战略转型+治理优化+新兴产业布局： 1、长江通信 正在进行公司治理结构优化，取消监事会、设立职工董事、修订各类管理制度等举措，提升了决策效 率，符合现代企业治理趋势。同时，公司全资子公司投资4.5亿元建设智能设备研发生产基地，布局人 工智能、卫星互联网等新兴领域，长期成长性可期，吸引了市场关注。 2、当前市场对新兴产业概念较 为追捧，人工智能、卫星互联网等领域发展前景广阔。同概念板块部分个股近期表现活跃，形成了一定 的板块联动效应，长江通信的相关布局使其受益于板块热度。 3、从资金流向来看，同花顺资金监控显 示，1月29 - 30日超 ...

根据喜娜AI异动分析，长江通信涨停原因可能如下，智能设备布局+公司治理优化+北斗应用： 1、公司 全资子公司投资4.5亿元建设智能设备研发生产基地，布局人工智能、卫星互联网等新兴领域，长期成 长性可期。同时公司进行治理结构优化，取消监事会、设立职工董事等改革提升决策效率，符合现代企 业治理趋势，这些举措虽短期难见成效，但长期来看对公司发展有积极影响。 2、长江通信面向智慧城 市建设，聚焦智慧交通领域，以北斗高精度定位、AI图像视频识别、大数据等技术为核心开展业务， 涵盖北斗应用等四大板块。当前市场对北斗应用、人工智能等概念关注度较高，相关题材股票表现活 跃，公司业务契合市场热点，可能吸引资金关注。 3、从资金流向和技术面来看，虽然未获取到当日具 体资金数据，但涨停可能吸引了市场资金流入。技术上若股价突破关键压力位，也会促使更多资金跟风 买入。且市场可能预期公司在新兴领域布局及治理优化后，未来业绩有望改善，推动股价涨停。 2026年1月28日，长江通信（sh600345）触及涨停，涨停价35.27元，涨幅10.01%，总市值116.25亿元， 流通市值74.62亿元，截止发稿，总成交额3.77亿元。 声明：市场 ...

商业航天板块盘初上扬，长江通信涨停，航天智装、戈碧迦涨超10%，经纬恒润、航宇微、西部材料跟 涨。 ...

1月26日，长江通信跌5.09%，截至发稿，报32.60元/股，成交2.04亿元，换手率2.91%，总市值107.45亿 元。 兴全商业模式混合(LOF)A（163415）基金经理为乔迁。 截至发稿，乔迁累计任职时间8年200天，现任基金资产总规模240.42亿元，任职期间最佳基金回报 236.45%， 任职期间最差基金回报-2.25%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，兴证全球基金旗下1只基金位居长江通信十大流通股东。兴全商业模式混合(LOF)A （163415）三季度新进十大流通股东，持有股数361.69万股，占流通股的比例为1.71%。根据测算，今 日浮亏损失约632.96万元。 兴全商业模式混合(LOF) ...

资金流向方面，主力资金净流出5022.85万元，特大单买入417.41万元，占比1.17%，卖出1780.67万元， 占比4.98%；大单买入5209.58万元，占比14.58%，卖出8869.16万元，占比24.83%。 截至9月30日，长江通信股东户数2.38万，较上期增加12.25%；人均流通股8879股，较上期减少 10.91%。2025年1月-9月，长江通信实现营业收入4.13亿元，同比减少6.27%；归母净利润1663.59万元， 同比减少66.59%。 分红方面，长江通信A股上市后累计派现5.98亿元。近三年，累计派现6033.76万元。 机构持仓方面，截止2025年9月30日，长江通信十大流通股东中，兴全商业模式混合(LOF)A（163415） 位居第四大流通股东，持股361.69万股，为新进股东。诺安先锋混合A（320003）退出十大流通股东之 列。 1月21日，长江通信盘中下跌2.02%，截至14:12，报32.58元/股，成交3.57亿元，换手率5.13%，总市值 107.39亿元。 长江通信今年以来股价跌6.00%，近5个交易日跌17.20%，近20日涨6.44%，近60日涨19.78 ...

Market Overview - The communication equipment sector experienced a decline of 3.62% on January 20, with Tongyu Communication leading the drop [1] - The Shanghai Composite Index closed at 4113.65, down 0.01%, while the Shenzhen Component Index closed at 14155.63, down 0.97% [1] Stock Performance - Notable gainers included: - Dingxin Communication (603421) with a closing price of 7.92, up 10.00% on a trading volume of 367,100 shares and a turnover of 287 million [1] - Weisheng Information (688100) closed at 46.16, up 7.15% with a trading volume of 128,400 shares and a turnover of 598 million [1] - Major decliners included: - Tongyu Communication (002792) closed at 46.14, down 10.01% with a trading volume of 656,100 shares and a turnover of 3.158 billion [2] - Datang Telecom (600198) closed at 10.64, down 9.98% with a trading volume of 898,800 shares and a turnover of 971 million [2] Capital Flow - The communication equipment sector saw a net outflow of 12.802 billion from institutional investors, while retail investors experienced a net inflow of 8.096 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors increased their positions [2] Individual Stock Capital Flow - Hengtong Optic (600487) had a net inflow of 338 million from institutional investors, while retail investors saw a net outflow of 304 million [3] - Longfly Fiber (601869) experienced a net inflow of 132 million from institutional investors, but a net outflow of 161 million from retail investors [3] - Dingxin Communication (603421) had a significant net inflow of 106 million from institutional investors, while retail investors faced a net outflow of 568 million [3]

股票代码：600345 股票简称：长江通信 公告编号：2026-003 武汉长江通信产业集团股份有限公司 关于使用部分闲置募集资金进行现金管理到期赎回 的公告 上述产品本金及收益均已归还至募集资金账户。具体如下： | 单位：万元 | | --- | 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。 武汉长江通信产业集团股份有限公司（以下简称"公司"）于 2025 年4月2日召开第十届董事会第六次会议和第十届监事会第四次会议， 审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。同 意在确保不影响公司募集资金投资计划实施、有效控制投资风险的前 提下，公司使用最高不超过人民币 58,600 万元（包含本数）的暂时 闲置募集资金进行现金管理，投资于安全性高、流动性好、发行主体 为有保本承诺的金融机构的保本型理财产品、结构性存款、定期存款、 通知存款、大额存单、协议存款等。使用期限不超过 12 个月，自董 事会审议通过之日起 12 个月之内有效。在前述额度及期限范围内， 公司可以循环滚动使用资金。具体内容详见公司于 2025 年 ...

Core Viewpoint - The communication equipment sector experienced a mixed performance, with a slight overall increase of 0.88% on January 15, while the Shanghai Composite Index fell by 0.33% and the Shenzhen Component Index rose by 0.41% [1]. Group 1: Stock Performance - Shenyu Co., Ltd. led the gains in the communication equipment sector with a closing price of 42.62, reflecting a rise of 10.39% and a trading volume of 396,000 shares, amounting to a transaction value of 1.671 billion [1]. - Other notable performers included: - Sega Technology with a closing price of 39.50, up 10.00% [1]. - Shijia Photon with a closing price of 87.43, up 7.30% [1]. - Lian Te Technology with a closing price of 197.00, up 7.01% [1]. - Zhaolong Interconnect with a closing price of 57.55, up 6.67% [1]. Group 2: Declining Stocks - The sector also saw significant declines, with Guangha Communication dropping 17.15% to a closing price of 28.98 [2]. - Other stocks that faced losses included: - Fujida down 10.68% to 44.90 [2]. - Xinkemobile down 10.66% to 17.76 [2]. - Huanghuo Communication down 10.01% to 43.07 [2]. Group 3: Capital Flow - The communication equipment sector experienced a net outflow of 1.058 billion from institutional investors and 2.280 billion from retail investors, while retail investors saw a net inflow of 3.338 billion [2]. - The capital flow for specific stocks indicated: - Zhongji Xuchuang had a net inflow of 1.832 billion from institutional investors [3]. - Xinyi Sheng saw a net inflow of 1.208 billion [3]. - Shijia Photon had a net inflow of 516 million [3].

Core Viewpoint - The commercial aerospace sector experienced a strong rebound on January 14, 2026, with significant gains in satellite-related stocks and ETFs, indicating a positive market sentiment towards the industry [1]. Group 1: Market Performance - The Satellite ETF (159206) rose by 5.04%, with key stocks such as Jiayuan Technology hitting a 20% limit up, Haige Communication up 10%, and Zhongke Xingtou increasing over 15% [1]. - The latest scale of the Satellite ETF reached 15.592 billion yuan, marking a new high since its inception [2]. Group 2: Fund Inflows - The Satellite ETF has seen continuous net inflows over the past eight days, with a peak single-day net inflow of 1.886 billion yuan, totaling 7.366 billion yuan in net inflows, averaging 921 million yuan per day [3]. Group 3: Industry Developments - On January 12, 2026, the successful suborbital flight test of the Zhongke Yuhang Lihong No. 1 spacecraft was completed, and on January 13, 2026, 18 low-orbit satellites were successfully launched using the Long March 8 rocket [5]. - China formally applied for frequency resources for 203,000 satellites to the International Telecommunication Union (ITU), which is seen as a strategic move to enhance the country's digital infrastructure [6]. - According to Guojin Securities, 2026 is expected to be a pivotal year for China's commercial aerospace sector, shifting from speculative investments to fundamental performance-based investments [6].