证券代码：688387 证券简称：信科移动 公告编号：2025-031 中信科移动通信技术股份有限公司 持股 5%以上股东及其一致行动人 集中竞价减持股份计划公告 本公司董事会、全体董事及相关股东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、准确性和完整性依法承担法律 责任。 重要内容提示： 截至本公告披露日，中信科移动通信技术股份有限公司（以下简称"公 司"）股东国开制造业转型升级基金（有限合伙）（以下简称"国开制造业基金"） 持有公司股份 280,000,000 股，占公司股份总数的 8.19%；国开科技创业投资有 限责任公司（以下简称"国开科创"）持有公司股份 10,000,000 股，占公司股份 总数的 0.29%。国开制造业基金与国开科创构成一致行动关系，合计持有公司股 份 290,000,000 股，占公司股份总数的 8.48%。上述股份为公司首次公开发行上 市前取得的股份，已于 2024 年 7 月 1 日起上市流通。 因自身资金需求，国开制造业基金和国开科创计划自本公告披露之日起 15个交易日后的3个月内，以集中竞价方式减持公司股份合计不超过34,187,50 ...

格隆汇9月3日丨信科移动(688387.SH)公布，因个人资金需求，李凯钢先生计划自本公告披露日起15个 交易日后的3个月内，在符合法律法规的前提下，拟通过集中竞价的方式减持所持有的公司股份，合计 不超过49,450股，占公司总股本的比例不超过0.0014%，占其个人本次减持前所持公司股份数量的比例 不超过25%。 ...

Group 1 - The company Xinke Mobile (688387.SH) announced a plan to reduce its shares due to its own funding needs [1] - The National Development Bank Manufacturing Fund and the National Development Bank Science and Technology Innovation Plan will collectively reduce up to 34,187,500 shares, which is no more than 1% of the company's total share capital, within three months from the announcement date [1] - The total number of shares that can be reduced in any consecutive 90-day period will also not exceed 1% of the company's total share capital [1] Group 2 - The reduction in share price will be determined based on the market price at the time of the reduction [1] - If there are any corporate actions such as stock dividends, capital reserve transfers, or rights issues during the reduction period, the number of shares to be reduced will be adjusted accordingly [1]

信科移动公告，副总经理李凯钢持有19.78万股，占公司总股本0.0058%，计划2025年9月26日至2025年 12月25日通过集中竞价减持不超49450股，占公司总股本0.0014%，占其持股数量的25%。 ...

Group 1 - The company announced that Vice President Li Kaigang holds 197,800 shares, accounting for 0.0058% of the total share capital [1] - Li Kaigang plans to reduce his holdings by no more than 49,450 shares, which represents 0.0014% of the total share capital and 25% of his holdings, during the period from September 26, 2025, to December 25, 2025 [1]

Core Viewpoint - The A-share market saw a significant rise in satellite communication concept stocks following the release of the Ministry of Industry and Information Technology's guidelines to promote the development of the satellite communication industry, aiming for over 10 million users by 2030 [1][2]. Group 1: Market Performance - Notable stocks include Chuangyi Information, which rose over 13%, and Zhenlei Technology and Huali Chuantong, both increasing over 10% [1]. - Other companies such as Xingwang Yuda and Fudan Microelectronics also experienced substantial gains, with increases nearing 10% and 8% respectively [1]. - The overall trend indicates a strong market response to the new policies, with various companies in the satellite communication sector showing positive performance [1]. Group 2: Policy Implications - The guidelines propose 19 measures to expand market access, enhance application scenarios, and foster a robust industry ecosystem [2]. - Key areas of focus include supporting low-orbit satellite internet development, enabling telecom operators to connect terminal devices directly to satellites, and conducting commercial trials for satellite IoT [2]. - The industry is expected to evolve into a new trillion-level market, with a clear policy direction and strategic importance highlighted by the government [2]. Group 3: Investment Opportunities - Analysts suggest monitoring investment opportunities in satellite communication service providers, satellite operation and services, satellite manufacturing, and ground equipment manufacturing [2]. - The report from CITIC Securities emphasizes the ongoing optimization of business access in the satellite communication sector, indicating a potential acceleration in license issuance [2].

Group 1 - Nvidia is set to launch the Spectrum-XGS Ethernet DCI product, which aims to redefine "scale across" and accelerate the construction of computing power network interconnections [1] - The Spectrum-XGS product will connect geographically dispersed data centers to create a billion-watt AI super factory, addressing communication latency, congestion, and synchronization issues in cross-regional GPU clusters [1] - Key beneficiaries of this development include long-distance optical modules, L3 switches, and DCI transponders, with new fiber types like hollow-core fiber and G654E expected to play a significant role in new DCI projects [1] Group 2 - The release of DeepSeek V3.1 introduces a hybrid inference architecture and improved performance for programming and search agents, with a focus on optimization for the next generation of domestic chips [2] - DeepSeek V3.1 demonstrates significant performance improvements over its predecessor, indicating that reinforcement learning post-training remains an effective expansion method [2] - The market anticipates that domestic chips will evolve from being merely functional to being highly efficient, with the Ascend 910's next-generation performance expected to approach mainstream international levels [2] Group 3 - Recommended companies to watch in the DCI sector include Dekor, Guangku Technology, Zhongji Xuchuang, and others [3] - In the OCS sector, companies such as Guangku Technology, Lingyun Light, and Tengjing Technology are highlighted [3] - For domestic super-node developments, companies like Shengke Communication, Luxshare Precision, and Huafeng Technology are suggested for attention [3]

Group 1: Investment Banking and Brokerage Industry - As of August 25, 2025, the Wind All A index has increased by 16% and the Sci-Tech Innovation 50 index has risen by 28% since Q3 2025, indicating significant market activity[5] - The self-operated equity business is a key source of performance elasticity for brokerages, with a focus on self-operated business complemented by investment banking and private equity investments[6] - From 2015 to 2024, the scale of fixed income self-operated assets increased from CNY 908.1 billion to CNY 4.5 trillion, while equity self-operated assets decreased from CNY 449.7 billion to CNY 399.2 billion, indicating a shift in focus[6] Group 2: Solid-State Battery Investment Opportunities - Solid-state batteries are expected to become a key development direction due to their advantages in safety and energy density, with significant market potential in consumer batteries and electric vehicles[8] - The core materials for solid-state electrolytes include oxides, polymers, halides, and sulfides, with sulfides being a promising choice for future all-solid-state batteries[9] - The industrialization of semi-solid-state batteries has progressed rapidly, with several automakers achieving mass production since 2022, while all-solid-state batteries are expected to achieve mass production around 2027[10] Group 3: Solar Energy Industry - The solar energy sector is currently at a bottoming phase, with a recent meeting involving six departments aimed at regulating competition and promoting fair practices in the industry[17] - The average price of various solar components, including N-type silicon wafers and TOPCon batteries, has remained stable, indicating a steady market environment[18] - The solar sector's valuation as of August 22, 2025, is at 20.93 times TTM, which is relatively low compared to other sectors, suggesting potential investment opportunities[20]

Core Viewpoint - The A-share market for satellite communication concept stocks has seen a collective surge, driven by the Ministry of Industry and Information Technology's new guidelines aimed at promoting the development of the satellite communication industry, targeting over 10 million users by 2030 [1][2]. Group 1: Market Performance - Notable stocks include Chuangyi Information, which rose over 13%, and Zhenlei Technology and Huali Chuantong, both increasing over 10%. Other significant gainers include Xingwang Yuda, Fudan Microelectronics, and Zhenyou Technology, with increases ranging from 6% to nearly 10% [1][3]. - The total market capitalization of leading stocks varies, with Chuangyi Information at 6.064 billion, Zhenlei Technology at 16.8 billion, and Huali Chuantong at 16.5 billion [3]. Group 2: Policy Implications - The new guidelines focus on three main areas: accelerating the development of low-orbit satellite internet, enabling telecom operators to connect terminal devices directly to satellites, and conducting commercial trials for satellite IoT [2]. - The guidelines aim to expand application scenarios for satellite communication, including emergency communication, digital benefits, and integrated innovation, with the potential to create a new trillion-level market [2]. Group 3: Industry Outlook - The satellite communication industry is expected to see a strategic rise, with clear policy direction and ongoing optimization of business access. The issuance of licenses may accelerate, indicating an imminent industry turning point [2]. - Investment opportunities are suggested in areas such as satellite communication service providers, satellite operation and services, satellite manufacturing, and ground equipment manufacturing [2].

Group 1 - The 6G concept is gaining initial strength in the market, with several companies experiencing significant stock price increases [1] - Companies such as Sanwei Communication, China Satellite, and Tongyu Communication have reached their daily price limit [1] - Other companies including Chuangyuan Xinke, Xinke Mobile-U, China Satellite Communications, Xinwei Communication, Jinxin Nuo, and Shenglu Communication also saw stock price increases [1]