Core Viewpoint - The recent announcement by Changjiang Communication (600345) regarding abnormal stock trading fluctuations is linked to heightened market interest in "commercial aerospace" and "satellite internet" concepts, which have led to significant stock price increases in related sectors [1] Company Overview - Changjiang Communication primarily operates in the information technology services industry, focusing on smart emergency sectors represented by public security and firefighting [1] - The company provides digital application products and solutions, system integration, operation maintenance, and technical services [1] Financial Impact - Revenue from the satellite internet sector constitutes a low percentage of the company's overall operating income, indicating that it does not have a significant impact on the company's performance [1] - The company does not engage in commercial aerospace operations, further clarifying its business focus [1]

人民财讯12月26日电，长江通信（600345）12月26日公告，公司股票连续三个交易日收盘价格涨幅偏离 值累计超过20%，属于股票交易异常波动情形。经公司自查、书面征询公司直接控股股东电信一所及间 接控股股东中国信科集团，截至目前，除已披露的信息外，均不存在应披露而未披露的重大事项。公司 在卫星互联网领域的收入占整体营业收入的比例较低，对公司业绩无重大影响。公司不从事商业航天运 营。 ...

长江通信公告称，公司股票在2025年12月24 - 26日连续三个交易日收盘价格涨幅偏离值累计超20%，属 异常波动。经自查及征询控股股东，除已披露信息外无应披露未披露重大事项，目前生产经营及内外部 环境未变。2025年1 - 9月公司实现净利润1663.59万元，同比降66.59%。公司主营信息技术服务，卫星 互联网领域收入占比低，不从事商业航天运营。此外，近期股票换手率较高，提醒投资者注意风险。 ...

Market Overview - The market experienced a significant rebound during the last complete trading week of 2025, with key sectors such as CPO, liquid cooling servers, humanoid robots, and commercial aerospace witnessing strong surges [1][4] - Major stocks like Shenjian Co. and Haoshi Electromechanical achieved consecutive daily limits, indicating robust market performance [1][4] Index Performance - Major indices, including the Shanghai Composite, Shenzhen Component, and ChiNext, recorded consecutive gains, with the Shanghai Composite achieving an 8-day winning streak since December 17 [2][16] - Several sectors saw weekly gains exceeding 6%, with some sectors showing even higher increases since their lows on November 24 [2][16] Leading Sectors - Key sectors leading the market include: - Hainan Free Trade Zone: 9.08% weekly increase, 9.20% since November 24 - Storage Chips: 13.87% increase since November 24 - Liquid Cooling Servers: 5.66% weekly increase, 12.71% since November 24 - CPO: 12.11% increase since November 24 - Humanoid Robots: 4.57% weekly increase [3][17] Policy and Funding Support - The National Venture Capital Guidance Fund officially launched on December 26, focusing on artificial intelligence and 6G technologies, with initial regional funds exceeding 500 billion [4][18] - The Jiangxi Province's "Artificial Intelligence+" action plan aims for a computing service scale of 5000 PFlops by 2030, further stimulating the computing sector [4][18] Commercial Aerospace Developments - The commercial aerospace sector has seen numerous catalytic events, including the release of a report indicating 325 global space launches and 4026 satellites in orbit, with China contributing significantly [5][18] - The Commercial Aerospace Industry Alliance's innovation fund has been initiated, with an initial scale of 10-20 billion, aiming to expand to 100 billion [5][18] Humanoid Robots Sector - The humanoid robot sector has seen a resurgence, with a weekly increase of over 4% and nearly 10% since November 24 [8][21] - Notable stocks include: - Tianqi Co. with consecutive daily limits - Haoshi Electromechanical achieving historical highs - Chaojie Co. doubling in price over the past month [8][21] Capitalization and Market Events - Recent capital operations in the humanoid robot sector include a significant acquisition by leading company UBTECH, which plans to acquire approximately 43% of Fenglong Co. [9][22] - Additional events include the establishment of the Beijing Robotics Industry Association and the upcoming humanoid robot marathon in 2026 [9][22]

证券之星消息，12月26日通信设备板块较上一交易日下跌0.68%，仕佳光子领跌。当日上证指数报收于 3963.68，上涨0.1%。深证成指报收于13603.89，上涨0.54%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002792 | 通宇通讯 | 42.00 | 10.01% | 113.93万 | | 45.54 乙 | | 600345 | 长江通信 | 36.00 | 9.99% | 47.98万 | | 16.76亿 | | 600105 | 永鼎股份 | 25.88 | 9.99% | 224.70万 | | 56.22 亿 | | 688387 | 信科移动 | 12.15 | 9.36% | 246.93万 | | 28.99亿 | | 600498 | 煌火通信 | 29.45 | 5.67% | 178.73万 | | 51.93 Z | | 300134 | 大富科技 | 12.86 | 5.32% | 34.55万 | ...

每经AI快讯，长飞光纤（SH 601869，收盘价：121.86元）12月26日晚间发布公告称，截至2025年12月 26日，长江通信已通过集中竞价交易方式累计减持了公司110万股A股股票，占公司总股本的0.14%。本 次减持计划实施完毕。 每经头条（nbdtoutiao）——对话马斯克脑机接口"一号受试者"：大脑植入芯片23个月，我正重新夺回 人生的独立 （记者 曾健辉） 2024年1至12月份，长飞光纤的营业收入构成为：光通信占比97.7%，其他业务占比2.3%。 截至发稿，长飞光纤市值为1009亿元。 ...

长飞光纤(601869.SH)公告称，公司5%以上股东长江通信已通过集中竞价交易方式累计减持公司 1,100,000股A股股票，占公司总股本的0.14%，减持计划实施完毕。减持价格区间为81～107.86元/股， 减持总金额为1.04545亿元。减持后，长江通信持有公司118,837,010股A股，占公司总股本的15.68%。 ...

资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 分析指出，中国在商业航天领域取得显著进展，特别是在推进剂技术上，长征十二甲和朱雀三号火箭采用的 液氧甲烷推进剂超越了猎鹰九号的液氧煤油，标志着技术突破。政策环境对行业发展至关重要，商业航天在 十四五规划中被提升至国家战略高度，与新能源汽车、集成电路并列，凸显国家支持。国际法与竞争周期影 响商业航天，卫星发射频率、成本及太空资源竞争成为焦点。未来，商业航天领域如卫星通信、火箭发射、 太空光伏等将迎来更多投资机会与挑战。 12月26日，卫星板块触底反弹。数据显示，截至13时许，表征板块的卫星产业ETF(159218)涨3.00%，交投持 续升温，成交额超3.7亿，据Wind Level2实时行情结合均价预估，盘中净流入超6200万！ 据了解，卫星产业ETF(159218)覆盖卫星制造、火箭发射、地面设备及运营服务全产业链，为投资者提供了高 效布局我国航天强国战略与商业航天机遇的工具化产品。 风险提示：基金有风险，投资需谨慎。 ...

据天眼查APP显示，武汉长江通信产业集团股份有限公司成立于1996年01月02日，注册资本32961.2132 万人民币。 （文章来源：证券时报网） 数据宝统计，截至10:41，长江通信成交额12.89亿元，创2024年11月22日以来新高。最新股价上涨 9.99%，换手率17.59%。上一交易日该股全天成交额为8.17亿元。 ...

每经AI快讯，12月26日，商业航天概念盘中持续走高，长江通信（600345）涨停，优刻得触及20cm涨 停，此前佳缘科技（301117）、神剑股份（002361）、中超控股（002471）、北斗星通（002151）、隆 基机械（002363）等十余股涨停。 ...