信科移动发布异动公告，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。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。此外，目前6G产业尚处于标准制订的初期阶段。 ...

信科移动今日涨20.01%，成交额18.61亿元，换手率4.92%，盘后龙虎榜数据显示，沪股通专用席位卖出 3085.04万元，2家机构专用席位净买入1.07亿元。 ...

Group 1 - The core viewpoint of the article highlights that Xinke Mobile experienced a significant increase in stock price, rising by 20.01% [1] - The trading volume for Xinke Mobile reached 1.861 billion yuan, indicating strong market interest [1] - The turnover rate for the stock was 4.92%, suggesting a relatively active trading environment [1] Group 2 - The data from the post-market trading shows that the Shanghai Stock Connect special seat sold 30.85 million yuan worth of shares [1] - Two institutional special seats net bought 107 million yuan, indicating institutional confidence in the stock [1]

Market Performance - The communication equipment sector increased by 2.59% on January 12, with Fujida leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up 1.09%, while the Shenzhen Component Index closed at 14366.91, up 1.75% [1] Top Gainers in Communication Equipment - Fujida (code: 920640) closed at 56.00, up 21.74%, with a trading volume of 258,300 shares and a transaction value of 1.366 billion [1] - Xinke Mobile (code: 688387) closed at 19.01, up 20.01%, with a trading volume of 992,500 shares and a transaction value of 1.861 billion [1] - Guangha Communication (code: 300711) closed at 29.29, up 19.99%, with a trading volume of 263,000 shares and a transaction value of 721 million [1] - Other notable gainers include Guanghetong, Yuandun Quantum, and Nongyou Technology, with increases ranging from 10.02% to 16.54% [1] Market Capital Flow - The communication equipment sector experienced a net outflow of 1.945 billion from institutional investors, while retail investors saw a net inflow of 1.652 billion [2] - The overall net inflow from speculative funds was 294 million [2] Individual Stock Capital Flow - Fenghuo Communication (code: 600498) had a net inflow of 643.14 million from institutional investors, but a net outflow of 391 million from speculative funds [3] - Guanghetong (code: 300638) saw a net inflow of 435 million from institutional investors, with a net outflow of 219 million from speculative funds [3] - Dongxin Peace (code: 002017) had a net inflow of 427 million from institutional investors, but a net outflow of 195 million from speculative funds [3]

Group 1 - The core viewpoint of the news is the significant increase in China's satellite constellation applications, which has raised the total number of satellites from approximately 51,300 to over 254,000, marking the largest application to date [2][3] - The urgency behind this expansion is driven by the need to secure orbital and frequency resources, as the U.S. currently holds nearly 76% of global spacecraft, while China only accounts for 9.4% [3] - The Chinese government has recognized commercial aerospace as a strategic emerging industry, with its importance highlighted in the government work reports for 2024 and 2025 [3] Group 2 - The satellite communication sector has seen significant stock price increases, with companies like Xinke Mobile and China Satellite hitting the daily limit up, and others like Zhongke Xingtou and Hailanxin rising over 10% [2] - The satellite industry ETF (159218) tracks the CSI Satellite Industry Index, which covers the entire industry chain from manufacturing to application, providing investors with a comprehensive investment tool [7] - The ETF has shown strong performance, with a 120-day increase of 124.81% and a significant surge in subscription volumes, indicating high investor sentiment [8]

Group 1 - The satellite industry ETF (159218) surged by 10.01% as of 11:09 AM, with multiple stocks such as Xinke Mobile-U and Guobo Electronics rising over 10% [1] - Notable stock performances include Xinke Mobile-U up by 20.01%, Guobo Electronics by 19.24%, and Huali Chuantong by 18.60% [1] - The ETF has been officially included in the margin trading list by the Shenzhen Stock Exchange, marking it as the first satellite-themed ETF to double its returns since its listing [1] Group 2 - The strong performance of the satellite industry is attributed to a historic acceleration, with China applying for over 200,000 satellite frequency resources and SpaceX approved to deploy thousands of additional satellites [2] - The domestic reusable rocket industry is rapidly industrializing, with significant advancements in offshore launches and frequent maiden flights [2] - The satellite industry has evolved from a conceptual stage to a core arena of great power competition, with the satellite industry ETF serving as a key financial vehicle to capture the benefits of the "Space Economy 2.0" era [2]

1 月 12 日，卫星产业继续强势上攻，信科移动、国机精工涨停，卫星产业 ETF （ 159218 ）涨 3.8% 。 资金情绪高涨，卫星产业 ETF （ 159218 ）近 5 日净流入超 13.7 亿元，单 日成交额突破 12 亿元刷新历史记录。 自上市以来累计涨幅超 115% ，实现价格翻倍，成为全市场卫星主题领域首只商业航天 " 翻 倍基 " 。 来源： wind ，数据截至 2025.1.9 据深交所公告，自 1 月 12 日，卫星产业 ETF （ 159218 ）正式纳入两融，将进一步增强 其流动性与资金关注度。 产业处加速成长初期，不宜用静态估值，需动态追踪产业变化，未来随业绩兑现将逐步消化 高估值。 制造与发射能力正迈向规模化，有望支撑行业从 " 资源争夺 " 向 " 全球商业化运营 " 过 渡。 海外卫星商业化路径清晰，国内因地面网络完善，主攻航空、远洋等特殊场景及海外市场运 营。 资本市场正在成为大国商业航天竞争新战场，海内外龙头企业冲刺 IPO 。 制造与发射环节 2026 年进入业绩兑现期，确定性高， 2026 年卫星发射量预计翻倍以上。 2026 年，手机 / 汽车直连、 6G 融合 ...

1月12日盘中科创板股信科移动-U涨停，截至09:40，股价报19.01元，成交16.39亿元，换手率4.34%，振 幅7.26%。 资金面上，信科移动-U上一交易日主力资金净流入3.37亿元，近5日净流入1.37亿元。 融资融券数据显示，该股最新（1月9日）两融余额为9.32亿元，其中，融资余额为9.18亿元，较上一个 交易日减少2626.97万元，降幅为2.78%；融券余额为1438.16万元，较上一个交易日增加352.09万元，增 幅为32.42%。近10日两融余额合计增加1.56亿元，增幅为20.07%，其间融资余额增长19.24%，融券余额 增长117.27%。 从机构评级来看，近一个月该股获1家机构买入评级。12月23日中邮证券发布的研报给予公司增持评 级。（数据宝） （文章来源：证券时报网） 科创板个股中，截至发稿上涨的共有270只，涨幅在10%以上的共有12只，除信科移动-U之外，涨停的 还有康众医疗、通源环境等，下跌的有322只，跌幅较大的有仕佳光子、九联科技、强一股份，分别下 跌5.48%、5.48%、5.44%。 ...

消息面，国际电信联盟（ITU）官网显示，我国2025年12月向ITU申请了超20万颗卫星的频轨资 源。其中超19万颗卫星来自近期刚刚成立的无线电创新院。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 机构分析指出，2024年及2025年，商业航天连续两年被写入《政府工作报告》，其作为战略性新兴 产业与新增长引擎的地位得到国家最高施政蓝图的确认。在政策与市场的双重驱动下，商业运载火箭和 商业卫星公司大量涌现，产业链条快速完善，中国商业航天行业已进入快速发展阶段，预计2030年中国 市场规模将达到8万亿元人民币。 卫星产业链盘中继续领涨，其中航空航天、卫星互联网、空间站、商业航天等板涨幅居前，截至发 稿，卫星ETF（563230）盘中涨幅达5.19%，军工龙头ETF（512710）盘中涨幅达3.32%，航空ETF （159392）盘中涨幅达3.08%。其中卫星ETF成分股信科移动涨停，国博电子、海兰信涨超1 ...

Group 1 - The core viewpoint of the news is that 信科移动 (China Communications Technology Co., Ltd.) experienced a significant stock price increase of 14.84%, reaching 18.19 CNY per share, with a trading volume of 220 million CNY and a turnover rate of 0.60%, resulting in a total market capitalization of 621.87 billion CNY [1] - The company, established on December 29, 1998, and listed on September 26, 2022, is a state-owned high-tech enterprise engaged in mobile communication international standard formulation, core technology research and development, and industrialization [1] - The revenue composition of the company includes: integrated mobile communication services (35.01%), system equipment (21.44%), industry-specific network equipment and others (16.24%), antenna feeder equipment (14.09%), indoor distribution equipment (6.58%), mobile communication network operation and maintenance services (5.84%), and other supplementary services (0.80%) [1] Group 2 - From the perspective of major circulating shareholders, 南方中证500ETF (Southern CSI 500 ETF) reduced its holdings by 364,800 shares in the third quarter, now holding 19.83 million shares, which accounts for 0.98% of the circulating shares, with an estimated floating profit of approximately 46.60 million CNY [2] - 南方中证500ETF was established on February 6, 2013, with a latest scale of 140.098 billion CNY, achieving a year-to-date return of 7.95% and a one-year return of 50.25% [2]