东方通信所属申万行业为：通信-通信设备-其他通信设备。所属概念板块包括：航天军工、卫星互联 网、5G、中国电科集团、基金重仓等。 东方通信今年以来股价涨39.37%，近5个交易日涨3.19%，近20日涨12.96%，近60日涨18.49%。 今年以来东方通信已经1次登上龙虎榜，最近一次登上龙虎榜为9月11日，当日龙虎榜净买入-8041.10万 元；买入总计1.29亿元 ，占总成交额比8.89%；卖出总计2.10亿元 ，占总成交额比14.43%。 资料显示，东方通信股份有限公司位于浙江省杭州市滨江区东信大道66号，成立日期1996年8月1日，上 市日期1996年11月26日，公司主营业务涉及主要从事通信、金融电子和网络业务。主营业务收入构成 为：智能制造67.51%，信息通信47.39%，金融科技5.45%，其他4.67%，其他(补充)0.07%。 12月26日，东方通信盘中下跌2.02%，截至11:17，报15.51元/股，成交5.06亿元，换手率3.35%，总市值 194.81亿元。 资金流向方面，主力资金净流出2680.15万元，特大单买入2525.23万元，占比4.99%，卖出3810.34万 元，占比 ...

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个别及连带责任。 东方通信股份有限公司（以下简称"公司"或"东方通信"）于近日接到控股子公司杭州东方通信城有限公 司（以下简称"东信城"）的通知，基于东信城业务发展需要，东信城对经营范围进行了变更，并同步变 更东信城公司名称、法定代表人等内容。现已完成工商变更登记手续，取得了杭州高新技术开发区（滨 江）市场监督管理局颁发的《营业执照》，具体情况如下： 一、本次控股子公司工商变更的主要内容 ■ 二、变更后的营业执照信息 统一社会信用代码：9133010825393037X1 名称：杭州东信诚测科技有限公司 类型：其他有限责任公司 成立日期：1997年05月28日 住所：杭州市滨江区东信大道66号 经营范围：一般项目：非居住房地产租赁；物业管理；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；信息系统集成服务；计量技术服务（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）。许可项目：检验检测服务（依法须经批准的项目，经相关部门批准后方可开展经营 活动，具体经营项目以审批结 ...

二、变更后的营业执照信息 证券代码：600776 900941 股票简称：东方通信 东信B股 编号：临2025-042 东方通信股份有限公司关于控股子公司变更经营范围、名称等事项并完成工商变更登记的公告 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个别及连带责任。 东方通信股份有限公司（以下简称"公司"或"东方通信"）于近日接到控股子公司杭州东方通信城有限公 司（以下简称"东信城"）的通知，基于东信城业务发展需要，东信城对经营范围进行了变更，并同步变 更东信城公司名称、法定代表人等内容。现已完成工商变更登记手续，取得了杭州高新技术开发区（滨 江）市场监督管理局颁发的《营业执照》，具体情况如下： 一、本次控股子公司工商变更的主要内容 ■ 经营范围：一般项目：非居住房地产租赁；物业管理；技术服务、技术开发、技术咨询、技术交流、技 术转让、技术推广；信息系统集成服务；计量技术服务（除依法须经批准的项目外，凭营业执照依法自 主开展经营活动）。许可项目：检验检测服务（依法须经批准的项目，经相关部门批准后方可开展经营 活动，具体经营项目以审批结果 ...

（编辑 丛可心） 证券日报网讯 12月23日，东方通信发布公告称，控股子公司杭州东方通信城有限公司已更名为杭州东 信诚测科技有限公司，法定代表人由张晓川变更为吉树新，经营范围新增许可项目检验检测服务等，并 完成工商变更登记，取得杭州高新技术开发区（滨江）市场监督管理局颁发的新营业执照。 ...

证券代码：600776 900941 股票简称：东方通信 东信 B 股 编号：临 2025-042 东方通信股份有限公司 关于控股子公司变更经营范围、名称等事项 并完成工商变更登记的公告 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个别及连带责任。 东方通信股份有限公司（以下简称"公司"或"东方通信"）于 近日接到控股子公司杭州东方通信城有限公司（以下简称"东信城"） 的通知，基于东信城业务发展需要，东信城对经营范围进行了变更， 并同步变更东信城公司名称、法定代表人等内容。现已完成工商变更 登记手续，取得了杭州高新技术开发区（滨江）市场监督管理局颁发 的《营业执照》，具体情况如下： 统一社会信用代码：9133010825393037X1 名称：杭州东信诚测科技有限公司 类型：其他有限责任公司 法定代表人：吉树新 注册资本：43836.8 万元 成立日期：1997 年 05 月 28 日 住所：杭州市滨江区东信大道 66 号 1 项 目 变更前 变更后 公司名称 杭州东方通信城有限公司 杭州东信诚测科技有限公司 法定代表人 张晓川 吉树 ...

12月22日，东方通信涨5.06%，截至发稿，报15.79元/股，成交6.11亿元，换手率4.15%，总市值198.32 亿元。 资料显示，东方通信股份有限公司位于浙江省杭州市滨江区东信大道66号，成立日期1996年8月1日，上 市日期1996年11月26日，公司主营业务涉及主要从事通信、金融电子和网络业务。主营业务收入构成 为：智能制造67.51%，信息通信47.39%，金融科技5.45%，其他4.67%，其他(补充)0.07%。 从东方通信十大流通股东角度 截至发稿，赵宗庭累计任职时间8年252天，现任基金资产总规模3558.65亿元，任职期间最佳基金回报 119.87%， 任职期间最差基金回报-32.63%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，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。 责任编辑：小浪快报 数据显示，华夏基金旗下1只基金位居东方通信十大流通股东。华夏中证1000ETF（159845）三季度减 持3100股，持有股数259.78万股，占流通股的比例为0.21%。根据测算，今日浮盈赚 ...

12月18日，东方通信盘中下跌2.01%，截至14:26，报15.10元/股，成交7.99亿元，换手率5.42%，总市值 189.66亿元。 资金流向方面，主力资金净流出6567.79万元，特大单买入2685.72万元，占比3.36%，卖出6100.68万 元，占比7.64%；大单买入1.32亿元，占比16.56%，卖出1.64亿元，占比20.51%。 东方通信今年以来股价涨35.68%，近5个交易日涨3.21%，近20日涨17.15%，近60日涨10.38%。 今年以来东方通信已经1次登上龙虎榜，最近一次登上龙虎榜为9月11日，当日龙虎榜净买入-8041.10万 元；买入总计1.29亿元 ，占总成交额比8.89%；卖出总计2.10亿元 ，占总成交额比14.43%。 东方通信所属申万行业为：通信-通信设备-其他通信设备。所属概念板块包括：卫星互联网、航天军 工、5G、中国电科集团、基金重仓等。 截至10月31日，东方通信股东户数11.53万，较上期减少1.56%；人均流通股0股，较上期增加0.00%。 2025年1月-9月，东方通信实现营业收入16.27亿元，同比减少17.41%；归母净利润3.64亿元，同比 ...

Market Performance - The main board saw significant gains with notable stocks such as Copper Peak Electronics (+10.04%), Xilong Science (+10.00%), and Dongfang Communication (+9.98%) leading the charge [1] - The ChiNext board experienced a surge, highlighted by Guoci Materials (+20.02%) and LianTe Technology (+15.87%) [1] - The Sci-Tech Innovation board also performed well, with Jingfeng Mingyuan (+20.00%) and Yandong Micro (+16.84%) among the top gainers [1] - Active sub-industries included SW Electronic Chemicals III (+4.36%) and SW Semiconductor Equipment (+3.55%) [1] Domestic News - Taiwan's Industrial Technology Research Institute announced the development of the region's first full-color high-resolution Micro LED AI smart glasses, featuring a 0.49-inch display with 1920x1080 FULL HD resolution and over 3000 nits brightness [1] - Shanghai Jiao Tong University and Guoxing Aerospace signed an agreement to establish China's first space computing joint laboratory, focusing on autonomous space computing chip development and related technologies [1] - Goer Group and Haier Group signed a strategic cooperation agreement to collaborate on smart home, health, and digital economy sectors, leveraging Goer's expertise in precision components and smart manufacturing [1] - According to BCI's report, Huawei's smartphone market share is projected to reach 27.81% by the 48th week of 2025, significantly ahead of Apple's 17.12% [1] Company Announcements - Electric Science and Technology Network announced a significant decrease in expected daily related transactions for 2026, with actual transactions for 2025 being 283.25 million yuan compared to an expected 1.17385 billion yuan [3] - Chip Origin announced progress in acquiring Zhudian Semiconductor, with a capital increase of 350 million yuan for the acquisition [3] - Yunding Technology projected daily related transactions for 2026 to be approximately 1.355 billion yuan, with actual transactions expected to be around 1.484 billion yuan [3] - Aisino Security reported receiving a government subsidy of 1 million yuan, classified as a revenue-related government grant [3] International News - Dell plans to increase prices for its commercial product line by approximately 10%-30% starting December 17, depending on computer configuration [1] - STMicroelectronics secured a new credit line of 1 billion euros from the European Investment Bank, with 60% allocated for enhancing manufacturing capabilities [1] - SK Hynix ordered seven sets of thermal compression bonding machines from ASMPT for HBM4 production, a critical technology for ensuring product yield and performance [1] - Kioxia plans to start producing next-generation NAND flash memory chips in Iwate Prefecture in 2026, increasing storage capacity by 59% and data transfer speed by 33% [1]

Investment Rating - The report maintains a "Buy" rating for key companies in the optical communication sector, including Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication [5][10]. Core Insights - The optical isolator is a critical passive device in optical communication systems, relying on the combination of polarizers and Faraday plates. There is a significant technological dependency and supply gap in the upstream manufacturing of these core components, particularly in high-end Faraday magnetic optical materials, which has become a bottleneck for industry development [1][19]. - The report highlights the low domestic production rate of core materials for polarizers, which are monopolized by Japanese and Korean suppliers, indicating a need for increased localization [3][21]. - The global shortage of Faraday plates is a critical issue, as their complex material growth and precision processing are dominated by a few companies in the US and Japan, leading to supply constraints that hinder the expansion of isolators and high-speed optical modules [4][22][23]. Summary by Sections Investment Strategy - The report suggests focusing on the upstream gaps in isolators, particularly polarizers and Faraday plates, and recommends companies like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication for investment [8][24]. Market Review - The communication sector has seen an increase, with optical communication performing particularly well, as indicated by various indices showing significant growth [15][18]. Supply Chain Dynamics - In 2024, China's production capacity for polarizers is expected to account for approximately 73% of the global market, yet the localization rate of core materials remains below 10%, posing challenges to supply chain stability [6][7][24]. Key Companies to Watch - The report identifies several key companies to monitor within the optical communication and related sectors, including Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others involved in the supply chain [8][9][24].

Group 1 - The A-share commercial aerospace sector has experienced a significant surge, with key stocks like Dongfang Communication leading the charge, resulting in a strong market sentiment and multiple stocks hitting the daily limit up [1] - The overall trading volume in the sector doubled compared to the previous trading day, with commercial aerospace-themed funds seeing an average net value increase of 4.2% in a single day [1] - Northbound capital showed a clear interest in the sector, with a net purchase of 980 million yuan in core stocks, indicating strong market recognition of the policy dividends and growth potential in the commercial aerospace industry [1] Group 2 - The establishment of the Commercial Aerospace Administration by the National Space Administration marks a significant milestone, transitioning the industry from a "policy cultivation period" to a "regulated development period," which will optimize processes and reduce institutional transaction costs for companies [1] - The global aerospace industry is projected to exceed $600 billion, with China's market leading the growth at a 15% annual increase, capturing 22% of the global market share [2] - The rocket industry chain is expected to benefit directly from increased launch demand and technological breakthroughs, with a complete ecosystem already established in China's commercial aerospace sector [3] - The satellite manufacturing and application sector is experiencing a shift towards mass production due to the dense networking of low-orbit constellations, with a projected revenue of 71 billion yuan in 2025, reflecting a 28% increase from the previous year [3] - The demand for high-strength materials and 3D printing in aerospace is growing, with the market for aerospace 3D printing materials expected to grow by 42% in 2025, and related companies seeing revenue growth exceeding 30% [3]