最大规模国际频轨集中申报 此次我国新增超20万颗卫星申请，从规模上来看，这一数字与中国此前申报的规模相比，有数量级增 长。此前占据中国申报版图主要地位的中国星网（GW星座）与垣信卫星（千帆星座），其规划发射量 分别为1.2992万颗和超1.5万颗，均已通过发射初步锁定了频轨资源。 国际电信联盟（ITU）是负责信息通信技术事务的联合国专门机构，负责分配卫星的频轨资源。各成员 国如果想发射通信卫星，需要按照《无线电规则》向ITU登记卫星网络资料，以获得国际上对空间频率 指配的认可，并保护其频率不受干扰。 商业航天再迎催化剂。 1月10日，国际电信联盟（ITU）官网显示，2025年12月25日到31日期间，我国正式向ITU提交新增20.3 万颗卫星的频率与轨道资源申请，涵盖14个卫星星座，包括中低轨卫星。 这是我国迄今规模最大的一次国际频轨集中申报行动，申报主体包括中国星网、垣信卫星等。 值得注意的是，本次申报除卫星运营商，还包括商业航天企业、电信运营商等机构，如无线电频谱开发 利用和技术创新研究院（下称"无线电创新院"）、中国移动、中国电信等。其中，无线电创新院申报的 CTC-1与CTC-2两个星座，各申请了96 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 中信科移动通信技术股份有限公司（以下简称"公司"）股票于2026年1月8日、2026年1月9日及2026年 1月12日连续三个交易日内收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动情形。 ● 经自查并向公司控股股东中国信息通信科技集团有限公司核实，截至本公告披露日，公司不存在应披 露而未披露的重大信息。 ● 公司股票2026年以来累计涨幅47.36%，公司股价累计涨幅较大，公司股价持续上涨积累了较多的获利 调整风险，公司特别提醒广大投资者注意二级市场交易风险，避免跟风炒作，理性决策，审慎投资。 ● 根据公司前期已披露公告，公司2024年度营业收入为649,119.79万元，净利润为-27,294.27万元，扣除 非经常性损益后归属于母公司普通股股东的净利润金额为-42,682.19万元，2025年前三季度营业收入为 376,263.20万元，净利润为-19 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688387 证券简称：信科移动 公告编号：2026-002 中信科移动通信技术股份有限公司 股票交易异常波动公告 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、准确性和完整性依法承担法律责任。 重要内容提示： ● 中信科移动通信技术股份有限公司（以下简称"公司"）股票于2026年1月8日、2026年1月9日及2026年 1月12日连续三个交易日内收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则》的有 关规定，属于股票交易异常波动情形。 ● 经自查并向公司控股股东中国信息通信科技集团有限公司核实，截至本公告披露日，公司不存在应披 露而未披露的重大信息。 ● 公司股票2026年以来累计涨幅47.36%，公司股价累计涨幅较大，公司股价持续上涨积累了较多的获利 调整风险，公司特别提醒广大投资者注意二级市场交易风险，避免跟风炒作，理性决策，审慎投资。 ● 根据公司前期已披露公告，公司2024年度营业收入为649,119.79万元，净利润为-27,294.27万元，扣除 非经常性损益后归属于 ...

Core Viewpoint - The commercial aerospace sector remains active, with multiple stocks experiencing significant movements, but many companies clarify that they do not engage in commercial aerospace-related businesses [1] Group 1: Companies Not Involved in Commercial Aerospace - Aerospace Engineering explicitly states it does not engage in commercial aerospace or related businesses, and its shareholder reduction plan is not yet fully implemented [2] - Northern Navigation confirms it has no relevant business in commercial aerospace and has not received related orders [2] - Star Ring Technology indicates it does not actually conduct commercial aerospace business and has no connection with Shanghai Star Ring Energy Technology Co., Ltd [2] - Aerospace Longfeng currently does not engage in brain-computer interface or commercial aerospace-related businesses [2] - Aerospace Power's main business does not involve commercial aerospace, focusing instead on processing rocket engine components [2] Group 2: Companies with Minimal Involvement in Commercial Aerospace - *ST Chengchang notes that the commercial aerospace industry is in its early stages, with no significant changes to the company's fundamentals [2] - XinKe Mobile reports that revenue from the satellite internet sector accounts for approximately 2% to 3% of total revenue, having no major impact on performance [2] - Huayin Technology primarily engages in the production and sales of special functional materials and is exploring aerospace component processing [2] - Aerospace Hongtu's main business is still in the satellite application phase [2] - ZhiMingDa has approximately 20 million yuan in embedded computing orders related to commercial aerospace, representing 4.8% of its total [2] Group 3: Companies with Limited Commercial Aerospace Revenue - Platinum Specialties indicates that commercial aerospace contributes minimally to total revenue [2] - Haoneng Co., Ltd. states that its aerospace component business, including valves and sheet metal products, generates very small revenue [2] - Zhongke Xingtou mentions that the stock price increase is not supported by actual performance in commercial aerospace, indicating a significant disconnect from fundamentals [2] - Aerospace Morning Light's main business involves special equipment and specialized vehicle modifications, with no expected major changes in revenue structure in the short term [2] - Electric Science Digital has not previously engaged in commercial aerospace, with satellite communication products accounting for less than 0.1% of overall business [2] - Zhongheng Design has won bids for some high-end manufacturing base design projects in commercial aerospace, but individual project contract amounts are small [2]

| 买入营业部名称 | 买入金额(万元) | | --- | --- | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 10228.74 | | 国泰海通证券股份有限公司上海浦东新区陆家嘴东路证券营业部 | 7605.34 | | 机构专用 | 5496.46 | | 机构专用 | 5157.01 | | 东亚前海证券有限责任公司上海分公司 | 5139.55 | | 卖出营业部名称 | 卖出金额(万元) | | 中国国际金融股份有限公司上海分公司 | 6582.44 | | 中国银河证券股份有限公司广州粤海金融中心证券营业部 | 5870.11 | | 国泰海通证券股份有限公司上海虹口区大连路证券营业部 | 5315.52 | | 广发证券股份有限公司上海玉兰路证券营业部 | 3818.77 | | 沪股通专用 | 3085.04 | （文章来源：证券时报网） 资金流向方面，该股今日全天主力资金净流入4388.21万元。（数据宝） 信科移动-U1月12日龙虎榜 1月12日信科移动-U（688387）收盘价19.01元，收盘涨停，全天换手率4.92%，振幅6.44%，成交额 18.61亿 ...

Market Overview - A-share market experienced a significant increase in trading volume, with a record turnover of 3.65 trillion yuan, reflecting strong market sentiment and active trading [3][11][13] - The market saw 4,144 stocks rise, with 201 stocks hitting the daily limit, indicating a broad-based rally across various sectors [3][10] Sector Performance - The technology sector, particularly computer software and AI-related stocks, led the gains, with the computer sector rising by 7.26% and the media sector by 7.80% [4][6][7] - Notable stocks included BlueFocus Communication (20.02% increase) and Tuoer Si (20.02% increase), both hitting the daily limit [5][6][10] Investment Trends - There is a notable influx of incremental capital into the market, driven by public funds and long-term institutional investors, including social security and insurance funds [11][13] - The recent surge in trading volume is attributed to the strong demand for thematic ETFs focused on artificial intelligence and satellite industries, appealing to retail investors [11][13] Market Dynamics - The current market environment is characterized by a "slow bull" consensus, with investors encouraged to maintain a positive strategic outlook [13] - The continuous inflow of northbound capital and the active participation of margin trading are contributing to the market's upward momentum [11][13] Risks and Volatility - Despite the positive market sentiment, there are concerns about potential short-term volatility and profit-taking following the high trading volume [2][14] - Some sectors are showing signs of being overbought, which may lead to increased rotation and potential pullbacks [14][15]

《科创板日报》1月12日讯 今日科创板晚报主要内容包括：佰维存储第二大股东国家集成电路基金二期 拟减持不超2%公司股份；容百科技预计2025年净亏损1.5亿元-1.9亿元 第四季度单季度扭亏为盈；甬矽 电子拟投资不超过21亿元在马来西亚建设集成电路封装和测试生产基地项目。 【热点聚焦】 简讯： 脑机海河实验室：在航空航天领域开发五代空间站在轨脑机交互系统 完成人类首次"太空脑机接口实 验" 据脑机交互与人机共融海河实验室12日官微消息，日前，由工业和信息化部主管、中国电子信息产业发 展研究院主办期刊《新型工业化》刊发脑机交互与人机共融海河实验室主任、天津大学副校长明东署名 文章《打通技术链补全人才链 促进脑机接口科技成果转化应用》。明东提到，天津大学脑机交互与人 机共融海河实验室团队聚焦无创脑机接口领域，持续推动科技创新与产业化落地。目前，已形成从高性 能的器件、芯片、算法、平台，到系统集成和关键底座与应用集于一体的全链条布局。在航空航天领 域，设计开发五代空间站在轨脑机交互系统，完成人类首次"太空脑机接口实验"，并相继在后续多次载 人飞行任务中取得重要应用，服务于航天员功能状态与情绪状态等精准检测，实现了航 ...

智通财经APP讯，信科移动(688387.SH)发布股价异动公告称，公司目前主营业务为移动通信网络设备 及移动通信技术服务，未发生变化。公司在卫星互联网领域的收入占整体营业收入的比例约为2%～ 3%，对公司业绩无重大影响，公司卫星互联网业务尚处于投入期。目前我国卫星互联网产业发展仍处 于初期阶段和投入阶段，卫星系统从卫星网络资料国际申报、国际协调到卫星发射、系统建设、提供服 务、应用推广需要较长周期，批量化发射组网进展及对公司经营业绩的贡献存在不可预见性。此外，目 前6G产业尚处于标准制订的初期阶段。 ...

Core Viewpoint - The company, Xinke Mobile (688387.SH), continues to focus on mobile communication network equipment and technology services, with its satellite internet business currently contributing only about 2% to 3% of total revenue, indicating minimal impact on overall performance [1] Company Overview - The company's main business remains unchanged, focusing on mobile communication network equipment and technology services [1] - The satellite internet business is still in the investment phase, with no significant revenue contribution at this time [1] Industry Context - The satellite internet industry in China is in its early stages, characterized by initial investment and development [1] - The process of satellite system development, from international application and coordination to satellite launch and service provision, requires a long timeline, leading to unpredictability in contributions to the company's performance [1] - The 6G industry is also in the early stages of standard formulation, indicating that advancements in this area are still forthcoming [1]

人民财讯1月12日电，信科移动(688387)1月12日发布股票交易异常波动公告称，公司目前主营业务为移 动通信网络设备及移动通信技术服务，未发生变化。公司在卫星互联网领域的收入占整体营业收入的比 例为2%—3%，对公司业绩无重大影响，公司卫星互联网业务尚处于投入期。目前我国卫星互联网产业 发展仍处于初期阶段和投入阶段，卫星系统从卫星网络资料国际申报、国际协调到卫星发射、系统建 设、提供服务、应用推广需要较长周期，批量化发射组网进展及对公司经营业绩的贡献存在不可预见 性。此外，目前6G产业尚处于标准制订的初期阶段。 转自：证券时报 ...