每经AI快讯，1月13日，电科芯片（600877）(600877.SH)发布异动公告，目前，公司关注到"商业航 天"相关概念引起市场关注。从公司营收结构来看，公司有射频开关、低噪声放大器等产品应用于卫星 通信载荷，该部分业务营业收入占公司营业收入比例不到1%，对公司利润贡献较小。 ...

格隆汇1月13日｜电科芯片发布异动公告，公司股票于2026年1月9日、1月12日及1月13日连续三个交易 日收盘价格涨幅偏离值累计超过20%，属于《上海证券交易所交易规则》规定的股票交易异常波动情 形。目前，公司关注到"商业航天"相关概念引起市场关注。从公司营收结构来看，公司有射频开关、低 噪声放大器等产品应用于卫星通信载荷，该部分业务营业收入占公司营业收入比例不到1%，对公司利 润贡献较小。 ...

Core Viewpoint - The company announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% over three consecutive trading days in January 2026, indicating potential market volatility [1] Financial Performance - For the first three quarters of 2025, the company's revenue was 644.42 million yuan, representing a year-on-year decline of 11.30% [1] - The net profit for the same period was 9.93 million yuan, showing a significant year-on-year decrease of 83.15% [1] Market Metrics - As of January 13, the company's rolling price-to-earnings (P/E) ratio stood at 1359.60, which is significantly higher than the industry average [1] - The recent trading activity has shown a high turnover rate, prompting caution among investors regarding potential risks [1]

Core Insights - The satellite sector experienced significant volatility on January 13, with the satellite industry ETF (159218) dropping by 4.68% and a trading range of 10.99% during the day [1] - The ETF has seen a continuous net inflow of approximately 2.6 billion CNY over the past eight days, indicating strong investor interest [1][2] Market Performance - The satellite industry ETF (159218) recorded a trading volume of about 2.07 billion CNY, with an average daily trading volume of approximately 1.06 billion CNY since the beginning of the year [1] - The ETF's price opened at 2.375 CNY, reached a high of 2.404 CNY, and a low of 2.143 CNY, closing at 2.265 CNY [1] Industry Developments - Internationally, a European satellite communication company signed a new contract with Airbus to manufacture an additional 340 low-orbit satellites, increasing the total order to 440 [1] - Domestically, the successful first flight of the "Lihong No. 1" returnable suborbital vehicle has validated key technologies in space 3D printing and rocket recovery, which may be applied to suborbital space tourism services [1] - The completion of the first human "space brain-machine interface experiment" by the Brain-Machine Sea River Laboratory marks a significant advancement in the integration of space life sciences and cutting-edge technology in China [1] Investment Sentiment - The satellite industry ETF (159218) is the first in the market to double its returns while tracking the China Satellite Industry Index, covering upstream and downstream companies involved in satellite manufacturing, launching, and navigation communication applications [2] - The rise in price and scale of the ETF reflects market sentiment and a consensus on the "golden development period" for China's commercial space industry, suggesting that the sector is likely to continue attracting long-term investment [2]

Market Overview - The A-share ChiNext index experienced a pullback after an initial rise, with a drop exceeding 1% at one point. The total trading volume in the Shanghai and Shenzhen markets reached 2.44 trillion yuan, an increase of 128.3 billion yuan compared to the previous trading day. Over 2800 stocks in the market declined [1]. Sector Performance - The AI application sector continued to show strong performance, with over ten constituent stocks hitting the daily limit. Notable stocks include Ingrity Media, Lioo Co., and Provincial Advertising Group, all of which reached the limit. The AI medical sector was also active, with Meinian Health and Dean Diagnostics achieving three consecutive limit-ups, while Hongbo Pharmaceutical saw a 20% increase [3]. - In contrast, the commercial aerospace sector exhibited mixed performance. Stocks such as Shaoyang Hydraulic, Aerospace Changfeng, and Aerospace Technology fell over 10%, while Shaanxi Huada and Electronic Science & Technology Chip reached the limit. China Satellite and Star Map Control experienced significant fluctuations during the trading session [3]. Decline in Specific Concepts - The controlled nuclear fusion concept saw a collective decline, with stocks like Zhongzhou Special Materials and Prince New Materials experiencing significant drops. By the end of the trading session, the Shanghai Composite Index fell by 0.03%, the Shenzhen Component Index decreased by 0.31%, and the ChiNext Index dropped by 0.83% [4].

Group 1 - The commercial aerospace sector showed signs of recovery, with several companies experiencing significant stock price increases [1] - Shaanxi Huada (301517) and Electric Science Chip (600877) reached the daily limit increase, indicating strong investor interest [1] - Other companies such as Xinke Mobile, Jiayuan Technology (301117), Guobo Electronics, and Tianyin Electromechanical saw stock price increases of over 10% [1]

公司发布的三季报数据显示，前三季度公司共实现营业收入6.44亿元，同比下降11.30%，实现净利润 993.17万元，同比下降83.15%，基本每股收益为0.0080元，加权平均净资产收益率0.40%。（数据宝） （文章来源：证券时报网） 证券时报·数据宝统计显示，电科芯片所属的电子行业，目前整体跌幅为0.24%，行业内，目前股价上涨 的有239只，涨幅居前的有唯捷创芯、电科芯片、长电科技等，涨幅分别为11.55%、9.98%、9.15%。股 价下跌的有238只，跌幅居前的有东田微、东山精密、珂玛科技等，跌幅分别为6.88%、5.78%、 5.76%。 两融数据显示，该股最新（1月9日）两融余额为8.14亿元，其中，融资余额为8.11亿元，近10日增加 6057.41万元，环比增长8.07%。 电科芯片股价创出历史新高，截至9:38，该股上涨9.98%，股价报20.49元，成交量1756.84万股，成交金 额3.60亿元，换手率1.48%，该股最新A股总市值达242.61亿元，该股A股流通市值242.61亿元。 ...

Core Viewpoint - The satellite ETF (159206) is experiencing significant growth, driven by favorable policies in the commercial space sector and increasing capital inflow, with a recent net inflow of over 3 billion yuan in the last 10 days [2][4]. Group 1: Market Performance - As of January 8, 2026, the satellite ETF has risen by 2.43%, with constituent stocks such as Tongyu Communication (002792) and Aerospace Electronics (600879) increasing by over 9% [3]. - The satellite ETF has reached a new high in scale, now at 8.24 billion yuan, marking the highest since its inception [1]. Group 2: Industry Trends - The "14th Five-Year Plan" emphasizes aerospace as a strategic emerging industry, with upcoming detailed plans expected to guide industry development [4]. - The Ministry of Industry and Information Technology has set a target for over 10 million satellite communication users by 2030, supporting low-orbit satellite internet development and direct satellite business for telecom operators [4]. - The satellite industry is currently in a critical development phase characterized by policy support, technological advancements, and capital influx, with trends towards low-orbit network scaling, reusable rocket technology, and diversified application scenarios [4]. Group 3: Investment Opportunities - The satellite ETF focuses on commercial aerospace and satellite communication, positioning it to potentially benefit from the "Aerospace Power" initiative [4]. - The satellite ETF is the first of its kind in the market, tracking the national commercial satellite communication industry index, which may attract more investors [4].

Group 1 - The core viewpoint of the news is that 电科芯片 (Electronics Science and Technology Chip) has shown a positive stock performance recently, with a notable increase in trading volume and market capitalization [1] - As of January 7, the stock price increased by 2.14% to 17.67 CNY per share, with a total market capitalization of 20.92 billion CNY [1] - The company has experienced a stock price increase of 0.68% year-to-date, with significant gains of 7.22% over the last 5 trading days, 14.44% over the last 20 days, and 22.96% over the last 60 days [1] Group 2 - For the period from January to September 2025, the company reported a revenue of 644 million CNY, reflecting a year-on-year decrease of 11.30%, and a net profit attributable to shareholders of 9.93 million CNY, down 83.15% year-on-year [2] - The company has distributed a total of 294 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - As of September 30, 2025, the number of shareholders increased to 80,000, while the average circulating shares per person decreased by 5.70% to 14,803 shares [2]

证券日报网讯12月30日，电科芯片（600877）在互动平台回答投资者提问时表示，公司北斗短报文产品 目前已应用于多款手机型号上，目前公司也在积极开拓新的应用品牌及手机型号，目前公司产品暂未应 用于豆包AI手机。 ...