智通财经APP讯，信科移动(688387.SH)发布公告，因自身资金需求，国开制造业基金和国开科创计划 自公告披露之日起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3418.75万股，即 不超过公司总股本的1%;且在任意连续90日内，以集中竞价交易方式减持股份的总数不超过公司总股本 的1%。 ...

信科移动(688387.SH)发布公告，因自身资金需求，国开制造业基金和国开科创计划自公告披露之日起 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3418.75万股，即不超过公司总股本 的1%;且在任意连续90日内，以集中竞价交易方式减持股份的总数不超过公司总股本的1%。 ...

证券代码：688387 证券简称：信科移动 公告编号：2025-030 中信科移动通信技术股份有限公司 高级管理人员减持股份计划公告 高级管理人员持有股份的基本情况 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"） 副总经理李凯钢先生直接持有公司股份 197,800 股，占公司总股本的 0.0058%， 股份来源为二级市场增持，均为无限售条件流通股。 减持计划的主要内容 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%。上述股份的减持价格按照市场价格确 定，若公司在上述减持计划实施期间发生送红股、转增股本、增发新股或配股等 除权除息事项的，则上述减持计划将作相应调整。 公司近日收到李凯钢先生出具的《股份减持计划告知函》，现将相关减持计 划具体内容公告如下： | 股东名称 | 李凯钢 | | | | --- | --- | --- | --- | | | 控股股东、 ...

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%。 ...

格隆汇9月3日丨信科移动(688387.SH)公布，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34,187,500股，即不超 过公司总股本的1%；且在任意连续90日内，以集中竞价交易方式减持股份的总数不超过公司总股本的 1%。上述股份减持价格将按减持实施时的市场价格确定。若计划减持期间出现送股、资本公积金转增 股本、配股等除权除息事项，减持股份数量将相应进行调整。 ...

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%。 ...

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

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]