12月18日，中国卫通涨5.01%，截至发稿，报25.38元/股，成交30.21亿元，换手率2.90%，总市值 1072.15亿元。 截至发稿，何丽竹累计任职时间276天，现任基金资产总规模115.39亿元，任职期间最佳基金回报 33.89%， 任职期间最差基金回报-14.43%。 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，汇添富基金旗下1只基金重仓中国卫通。汇添富中证电信主题ETF（560300）三季度减持 7.14万股，持有股数17.86万股，占基金净值比例为6.17%，位居第七大重仓股。根据测算，今日浮盈赚 取约21.61万元。 汇添富中证电信主题ETF（560300）成立日期2023年12月5日，最新规模6165.01万。今年以来收益 41.92%，同类排名804/4197；近一年收益42.52%，同类排名755/4143；成立以来收益97.33%。 汇添富中证电信主题ETF（560300）基金经理为何丽竹。 资料显示，中国卫通 ...

12月18日，中国卫通盘中上涨2.11%，截至10:25，报24.68元/股，成交14.50亿元，换手率1.42%，总市 值1042.58亿元。 资金流向方面，主力资金净流入84.98万元，特大单买入1.51亿元，占比10.45%，卖出1.37亿元，占比 9.46%；大单买入4.33亿元，占比29.83%，卖出4.46亿元，占比30.76%。 中国卫通今年以来股价涨21.17%，近5个交易日涨6.10%，近20日涨19.11%，近60日涨16.25%。 资料显示，中国卫通集团股份有限公司位于北京市海淀区知春路65号，成立日期2001年11月27日，上市 日期2019年6月28日，公司主营业务涉及卫星空间段运营及相关应用服务。主营业务收入构成为：广播 电视和卫星传输服务100.00%。 中国卫通所属申万行业为：国防军工-航天装备Ⅱ-航天装备Ⅲ。所属概念板块包括：航天军工、商业航 天（航天航空）、北斗导航、卫星导航、6G概念等。 责任编辑：小浪快报 截至9月30日，中国卫通股东户数16.72万，较上期增加25.75%；人均流通股25271股，较上期减少 20.48%。2025年1月-9月，中国卫通实现营业收入18 ...

航天装备板块走高，航天环宇涨超10%，中国卫通、航天宏图、中国卫星、星网宇达、新余国科等跟 涨。 ...

证券日报网讯12月17日，中国卫通（601698）在互动平台回答投资者提问时表示，截至2025年9月30 日，公司普通股股东总数为167160户。非定期报告时点的股东数量不属于强制性信息披露的范畴，公司 将在年度报告中及时披露相应时点的股东户数。 ...

（编辑 楚丽君） 证券日报网讯 12月17日，中国卫通在互动平台回答投资者提问时表示，公司将以系统重构和能力重塑 为牵引，推动全链路核心竞争力提升和数字化转型，加速市场开拓，打造多领域多型态卫星互联网产 品，形成高质量全面发展的良好态势。 ...

Group 1 - The A-share market saw a rebound in commercial aerospace stocks, with companies such as Jiuzhiyang and Ruihuatai rising over 15% [1] - Other companies including Tianyin Electromechanical and Xinchen Technology increased by more than 10% [1] - Additional stocks that experienced gains include Laisai Laser, Fuguang Co., Siwei Tuxin, Qifan Cable, and China Satellite Communications [1]

Core Viewpoint - The satellite ETF (159206) has seen a significant increase, rising 1.36% and achieving a six-day consecutive gain, driven by strong performances from constituent stocks like China Satellite (600118) and others [3][4]. Group 1: ETF Performance - The satellite ETF's latest scale reached 2.536 billion yuan, marking a new high since its inception [4]. - The ETF's shares have also reached 1.921 billion, setting a record since its establishment [5]. - Over the past nine days, the ETF has experienced continuous net inflows, totaling 793 million yuan, with a peak single-day net inflow of 294 million yuan [5]. Group 2: Industry Outlook - According to the Satellite Industry Association, the global commercial satellite industry is expected to dominate the aerospace sector, accounting for 71% of global aerospace business in 2024 [7]. - The Chinese commercial aerospace market is projected to exceed 2.8 trillion yuan by 2025, indicating a robust growth outlook for the satellite industry [7]. - The satellite communication industry is anticipated to reach a market size of 200 to 400 billion yuan by 2030, with an annual compound growth rate between 10% and 28% [7]. - The satellite ETF (159206) focuses on commercial aerospace and satellite communication, positioning it for potential growth under the "strong aerospace nation" backdrop [7].

从资金流向上来看，当日航天装备板块主力资金净流入7.78亿元，游资资金净流出1.11亿元，散户资金 净流出6.67亿元。航天装备板块个股资金流向见下表： 证券之星消息，12月10日航天装备板块较上一交易日上涨3.03%，中国卫通领涨。当日上证指数报收于 3900.5，下跌0.23%。深证成指报收于13316.42，上涨0.29%。航天装备板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Group 1 - The Beidou navigation sector experienced an increase of 1.84% on December 10 [1] - China Satcom saw a significant rise of 10.01% [1] - Hengyu Xintong increased by 9.55% [1] - Zhongke Xingtou rose by 8.66% [1] - Other companies such as Saiwei Electronics, China Satellite, and Hangyu also saw increases of over 4% [1]

Core Viewpoint - The announcement details the progress of a non-public issuance of exchangeable bonds by China Aerospace Science and Technology Corporation, which will lead to a passive reduction in its shareholding in China Satcom due to bondholders exercising their exchange rights [2][3]. Group 1: Equity Change Overview - The equity change is due to the issuance of exchangeable bonds by the controlling shareholder, China Aerospace Science and Technology Corporation, using part of its A-shares in China Satcom as the underlying asset [2][19]. - The exchange period for the bonds is set from March 3, 2025, to August 29, 2027 [2][20]. - As of December 5, 2025, the total shares reduced due to bondholder exchanges amounted to 182,931,097 shares, representing 4.33% of the total share capital of 4,224,385,412 shares [4][20]. Group 2: Shareholding Structure Before and After - Before the equity change, China Aerospace Science and Technology Corporation held 3,156,449,883 shares, accounting for 74.72% of the total shares, while its total control over the company was 84.27% [4][21]. - After the equity change, the direct shareholding of China Aerospace Science and Technology Corporation decreased to 2,973,518,786 shares, reducing its ownership percentage to 70.39%, and its total control dropped to 79.94% [5][21]. Group 3: Future Plans and Compliance - The controlling shareholder does not plan to increase or further reduce its stake in China Satcom within the next 12 months [18]. - The equity change does not involve a takeover and will not alter the status of the controlling shareholder or actual controller of the company [3][6].