Core Viewpoint - The commercial aerospace sector is experiencing significant activity and optimism, driven by news of SpaceX's potential IPO and successful satellite launches in China [2][6]. Group 1: Market Activity - On December 12, the commercial aerospace sector saw a surge in stock prices, with several companies, including Dongfang Communication, reaching their daily price limits [1]. - The commercial aerospace index showed a notable increase, with Wind's index rising over 3% [3]. - Companies like Zai Sheng Technology have experienced consecutive trading days of price limits, indicating strong market interest [3]. Group 2: SpaceX IPO Impact - Analysts noted that Elon Musk's hint at SpaceX's IPO in 2026 has boosted market confidence, with potential valuation exceeding $1 trillion [2][5]. - The IPO is expected to raise over $25 billion, making it one of the largest in history, second only to Saudi Aramco [4]. Group 3: Recent Developments - On December 12, China successfully launched 16 low-orbit satellites using the Long March 12 rocket, marking a significant achievement in the commercial aerospace sector [6]. - The acceleration of low-orbit satellite networking and advancements in reusable rocket technology are expected to enhance the sector's growth [6]. - Blue Arrow Aerospace has applied for a patent related to reusable rocket landing technology, which could improve safety and efficiency in future launches [6]. Group 4: Industry Outlook - The commercial aerospace sector in China is still in its early stages, with private rocket companies gaining attention and support from government policies [7]. - The establishment of commercial aerospace offices and development plans indicates a strong commitment to the sector's growth [7]. - The industry is forming a comprehensive ecosystem covering manufacturing, launch, and application services, presenting significant investment opportunities [7].

其中，再升科技已连续5个交易日涨停。该公司昨晚发布股价异动公告称，关注到有市场信息讨论公司 向SpaceX供货相关事项。目前公司主要业务为以微纤维玻璃棉为核心材料，开发"干净空气材料"、"高 效节能材料"和"无尘空调产品"，应用于"工业空间、移动空间、生活空间"三大空间。经公司自查核 实，公司高效节能材料中用于航空航天领域的产品2024年度收入占公司营收比例约为0.5%；其中，公 司自2020年起向国际某知名航天公司直接供应"高硅氧纤维产品"，2024年该项产品业务收入占公司总营 收比例极低，对公司业绩无重大影响，目前"高硅氧纤维产品"暂无在手订单，后续订单获取存在较大不 确定性。 商业航天板块，持续活跃！ 12月12日盘中，商业航天概念股再度掀起涨停潮。其中，东方通信开盘后被资金直线拉升至涨停板，用 时仅1分钟。紧随其后，航天长峰、顺灏股份、再升科技、四创电子等纷纷涨停。 | | ■ 分时 1分钟 5分钟 15分钟 更多 > | 筑价 登加 重强 统计 圆线 F10 | | 标记 +自选 透回 | | 东方通信 600776 L R1000 | 通信设备 | | --- | --- | --- | --- ...

Core Viewpoint - The commercial aerospace sector is experiencing a significant surge, driven by a combination of favorable policies, technological advancements, and capital influx, leading to a collective rise in stock prices of over ten companies [1][2][4]. Group 1: Market Performance - As of the morning close on December 12, over ten stocks in the commercial aerospace sector reached their daily limit up, with notable performances from companies like Zais Technology (再升科技) achieving five consecutive limit-ups and others like Hualing Cable (华菱线缆) and Snowman Group (雪人集团) achieving two consecutive limit-ups [1]. - Tianli Composite (天力复合) saw a price increase of over 20%, while several other companies, including Chaojie Co. (超捷股份) and Guoci Materials (国瓷材料), experienced price rises exceeding 10% [1][2]. Group 2: Policy and Regulatory Developments - The National Space Administration of China issued the "Action Plan for Promoting High-Quality and Safe Development of Commercial Aerospace (2025-2027)", aiming for a significant expansion of the commercial aerospace industry by 2027, with improved governance and resource utilization [3]. - The establishment of a dedicated Commercial Aerospace Department within the National Space Administration marks a pivotal step in regulatory oversight, expected to enhance the industry's development [3]. Group 3: Technological Advancements - The sector is witnessing breakthroughs in reusable rocket technology and modular satellite manufacturing, which are expected to significantly reduce launch and production costs [4]. - The deployment of low-orbit satellite internet is entering a phase of large-scale implementation, with national projects like China Star Network driving industry growth [4]. Group 4: Industry Growth Potential - The commercial aerospace industry in China is projected to grow at an annual rate of over 20%, with estimates suggesting the industry could reach a scale of 7 trillion to 10 trillion yuan by 2030 [4]. - The emergence of new business models, such as space computing, is expanding the industry's growth potential, although companies must navigate technological changes and international competition [4].

12月12日，A股三大股指早盘小幅下跌后震荡走高，截止午盘，沪指跌0.04%报3871.78点，深成指涨 0.57%报13222.51点，创业板指涨0.6%报3182.68点，科创50指数涨0.72%报1335.41点；沪深两市半日成 交额1.24万亿，全市场超3200只个股上涨。 板块方面，电网设备、贵金属、商业航天等板块涨幅居前，零售、海南、港口航运等板块跌幅居前。盘 面热点快速轮动，商业航天概念延续强势，再升科技等十余股涨停；算力硬件概念表现活跃，联特科技 20cm涨停；电网设备概念快速拉升，中国西电、中能电气等多股涨停。零售概念集体下挫，中央商场 跌停。 热门板块 贵金属反复走强 贵金属反复走强，晓程科技领涨，中金黄金、西部黄金、山金国际等跟涨。 消息面上，美联储12月10日如期降息25个基点，并启动新一轮短期国债购买计划，强化市场流动性宽松 预期，提振贵金属避险需求。此外，白银期货库存持续偏低，工业应用需求受光伏、AI及新能源产业 扩张驱动，加剧供需紧张格局，现货紧张加剧推升银价创历史新高。 商业航天概念活跃 商业航天概念反复走强，华菱线缆、中超控股2连板，东方通信、长城电工涨停，超捷股份、创远信 ...

（文章来源：每日经济新闻） 每经AI快讯，12月11日，5G概念股局部异动，东方通信直线触板，梦网科技、信科移动、硕贝德等纷 纷冲高。 ...

5G概念股局部异动，东方通信直线触板，梦网科技、信科移动、硕贝德等纷纷冲高。 ...

Core Viewpoint - Oriental Communication has experienced a continuous increase in stock price, with a total rise of 11.2% over the past six days, indicating strong market interest and potential investor confidence [1][2]. Group 1: Company Overview - Oriental Communication Co., Ltd. is located at 66 Dongxin Avenue, Binjiang District, Hangzhou, Zhejiang Province, and was established on August 1, 1996, with its listing date on November 26, 1996 [1]. - The company's main business activities include communication, financial electronics, and network services, with revenue composition as follows: smart manufacturing 67.51%, information communication 47.39%, financial technology 5.45%, and others 4.67% [1]. Group 2: Stock Performance - As of the report, Oriental Communication's stock price is 13.80 CNY per share, with a trading volume of 4.17 billion CNY and a turnover rate of 3.17%, leading to a total market capitalization of 173.33 billion CNY [1]. - The stock has seen a consistent upward trend, with a 0.51% increase on December 1, contributing to a total of six consecutive days of price increases [1]. Group 3: Shareholder Information - Among the top ten circulating shareholders, a fund under Guotai Fund, the Guotai CSI All-Index Communication Equipment ETF (515880), has entered the top ten in the third quarter, holding 2.8876 million shares, which is 0.23% of the circulating shares [2]. - The Guotai CSI All-Index Communication Equipment ETF has achieved a year-to-date return of 95.97%, ranking 1 out of 4207 in its category, and a one-year return of 104.35%, also ranking 1 out of 4009 [2].

Group 1 - The board of directors and all directors guarantee that the announcement content does not contain any false records, misleading statements, or major omissions, and they bear legal responsibility for the authenticity, accuracy, and completeness of its content [1] - The shareholders' meeting was held on November 18, 2025, at the Oriental Communication Technology Park in Hangzhou, Zhejiang Province, with the meeting presided over by Vice Chairman Ji Shuxin [2] - The meeting had 9 current directors, with 3 present, while the company secretary and some senior executives attended [2] Group 2 - A resolution regarding the change of accounting firm was passed during the meeting, which is a regular resolution requiring more than half of the votes to be valid [3] - The meeting's voting method complied with the Company Law and the Articles of Association, and the legal opinion confirmed that the meeting's procedures and voting were in accordance with legal and regulatory requirements [4] - The legal opinion was provided by Zhejiang Tiance Law Firm, confirming the legality and validity of the voting results [5]

法律意见书 浙江天册律师事务所 关于 东方通信股份有限公司 2025 年第三次临时股东会的 法律意见书 浙江省杭州市杭大路 1 号黄龙世纪广场 A 座 11 楼 310007 电话：0571-87901111 传真：0571-87901500 法律意见书 编号：TCYJS2025H1955 号 法律意见书 浙江天册律师事务所 关于东方通信股份有限公司 2025 年第三次临时股东会的 致：东方通信股份有限公司 浙江天册律师事务所（以下简称"本所"）接受东方通信股份有限公司（以 下简称"东方通信"或"公司"）的委托，指派本所律师参加公司 2025 年第 三次临时股东会，并根据《中华人民共和国证券法》（以下简称"《证券法》"）、 《中华人民共和国公司法》（以下简称"《公司法》"）和《上市公司股东会 规则》（以下简称"《股东会规则》"）等法律、法规和其他有关规范性文件 的要求出具本法律意见书。 在本法律意见书中，本所律师仅对本次股东会召集、召开程序、出席人员 的资格、召集人的资格、表决程序及表决结果的合法有效性发表意见，不对会 议所审议的议案内容和该等议案中所表述的事实或数据的真实性和准确性发 表意见。 本法律意见书 ...

证券代码：600776 900941 证券简称：东方通信 东信 B 股 公告编号：2025-041 东方通信股份有限公司 2025年第三次临时股东会决议公告 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法律责任。 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 404 | | --- | --- | | 其中：A 股股东人数 | 394 | | 境内上市外资股股东人数（B 股） | 10 | | 2、出席会议的股东所持有表决权的股份总数（股） | 556,621,342 | | 其中：A 股股东持有股份总数 | 552,184,914 | | 境内上市外资股股东持有股份总数(B 股) | 4,436,428 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 份总数的比例（%） | 44.3170 | | 其中：A 股股东持股占股份总数的比例（%） | 43.9638 | | 境内上市外资股股东持股占股份总数的比例（%） | 0.3532 | 重要内容提示： 本 ...