| 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]

Group 1 - Baiwei Storage's second largest shareholder, the National Integrated Circuit Fund Phase II, plans to reduce its stake by no more than 2% of the company's shares, equating to approximately 934.26 million shares [1][6] - Rongbai Technology expects a net loss of 150 million to 190 million yuan for 2025, but anticipates turning a profit in the fourth quarter with an estimated net profit of around 30 million yuan [8] - Yongxi Electronics plans to invest no more than 2.1 billion yuan in building an integrated circuit packaging and testing production base in Malaysia, which will account for approximately 13.68% of the company's total assets [9][10] Group 2 - Zhenyou Technology reported that revenue from the satellite internet sector accounted for about 7.15% of its total revenue in the first three quarters of 2025, indicating a low impact on overall performance [4] - Aerospace Hongtu stated that its main business is still in the satellite application stage, with no significant changes in market conditions or internal operations [5] - Ligong Navigation noted that its business planning in the commercial aerospace application field is still in the early stages, with revenue of approximately 154,400 yuan for the first nine months of 2025 [7] Group 3 - Zhongke Xingtou highlighted that its stock price increase is not supported by actual performance in the commercial aerospace sector, with related revenue accounting for 13.89% of total revenue [7] - Xinkai Mobile reported that its revenue from the satellite internet sector is approximately 2% to 3% of total revenue, which does not significantly impact overall performance [12] - Huayin Technology is focusing on special functional materials and exploring business opportunities in the aerospace sector, but the contribution of these products to revenue remains uncertain [16]

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 ...

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： 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-19,333.51 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-20,571.42 万元，尚未盈利。 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 ...

关于《中信科移动通信技术股份有限公司股票交易异 常波动的询证函》的回函 中国信息通 12 日 截至本回函日,本公司及本公司一致行动人湖北长江中 信科移动通信技术产业投资基金合伙企业(有限合伙)不存 在涉及你公司的应披露而未披露的重大信息,也不存在涉及 你公司的处于筹划阶段的重大事项,包括但不限于重大资产 重组、股份发行、重大交易类事项、业务重组、股份回购、 股权激励、破产重整、重大业务合作、引进战略投资者等对 公司股票价格产生较大影响的重大事项。 在本次股票异常波动期间,本公司及本公司一致行动人 湖北长江中信科移动通信技术产业投资基金合伙企业(有限 合伙）不存在买卖中信科移动通信技术股份有限公司股票的 情况。 中信科移动通信技术股份有限公司: 你公司发出的《中信科移动通信技术股份有限公司股票 交易异常波动的询证函》已收悉,现就有关事项回复如下: ...

Core Viewpoint - The company, Xinke Mobile (688387.SH), has confirmed that its main business in mobile communication network equipment and technology services remains unchanged, with its satellite internet revenue accounting for approximately 2% to 3% of total revenue, which does not significantly impact overall performance [1] Group 1: Company Overview - Xinke Mobile's satellite internet business is still in the investment phase, contributing minimally to its overall revenue [1] - The company emphasizes that the satellite internet sector in China is in its early development and investment stages [1] Group 2: Industry Context - The satellite system development involves a lengthy process from international application and coordination to satellite launch, system construction, service provision, and application promotion, leading to unpredictability in contributions to the company's performance [1] - The 6G industry is currently in the early stages of standard formulation [1]

Core Viewpoint - The company has issued a notice regarding its business operations, confirming that its main business remains focused on mobile communication network equipment and services, with no significant changes [1] Group 1: Business Operations - The company's revenue from the satellite internet sector accounts for approximately 2% to 3% of its total revenue, indicating that it does not have a major impact on overall performance [1] - The satellite internet business is still in the investment phase, suggesting that it is not yet generating substantial returns [1] Group 2: Industry Context - The satellite internet industry in China is currently in its early development and investment stages, which involves a lengthy process from international application and coordination to satellite launch, system construction, service provision, and application promotion [1] - The progress of large-scale satellite launches and their contribution to the company's operational performance remains unpredictable [1] - The 6G industry is still in the initial stages of standard formulation, indicating that significant advancements are yet to be made [1]