证券代码：688418 证券简称：震有科技 公告编号：2025-055 深圳震有科技股份有限公司（以下简称"公司"）于 2024 年 12 月 30 日召 开第三届董事会第三十五次会议，审议通过了《关于全资子公司增资扩股引入投 资者暨公司放弃优先认购权的议案》，同意全资子公司深圳市震有软件科技有限 公司（以下简称"震有软件"）通过增资扩股方式引入投资者深圳市光明区震启 汇智投资合伙企业（有限合伙）（以下简称"震启汇智"），震启汇智以人民币 20,000 万元认购震有软件新增注册资本 1,281.25 万元，其余 18,718.75 万元计入 震有软件资本公积，公司放弃本次增资的优先认购权。交易完成后，震有软件的 注册资本由 2,050.00 万元增加至 3,331.25 万元，公司直接持有震有软件的股权比 例由 100%变更为 61.54%，震有软件仍属于公司合并报表范围内的控股子公司。 具 体 内 容 详 见 公 司 于 2024 年 12 月 31 日 披 露 于 上 海 证 券 交 易 所 网 站 （www.sse.com.cn）的《关于全资子公司增资扩股引入投资者暨公司放弃优先认 购权的公告》（公告编 ...

（原标题：【盘中播报】53只个股跨越牛熊分界线） 证券时报•数据宝统计，截至今日下午14:00，上证综指3905.69点，收于年线之上，涨跌幅为-0.27%，A 股总成交额为13846.11亿元。到目前为止，今日有53只A股价格突破了年线，其中乖离率较大的个股有 中铁装配、珠免集团、万达轴承等，乖离率分别为9.52%、8.66%、6.93%；德必集团、华仁药业、齐翔 腾达等个股乖离率较小，刚刚站上年线。 | 证券代码 | 证券简称 | 今日涨跌幅 | 今日换手率 | 年线（元） | 最新价（元） | 乖离率（%） | | --- | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | | | | | 300374 | 中铁装配 | 13.35 | 29.11 | 17.52 | 19.19 | 9.52 | | 600185 | 珠免集团 | 10.08 | 1.00 | 6.33 | 6.88 | 8.66 | | 920002 | 万达轴承 | 12.09 | 9.77 | 108.30 | 115.80 | 6.93 | | 688289 | 圣湘 ...

10月22日，震有科技涨5.03%，截至发稿，报30.70元/股，成交2.14亿元，换手率3.71%，总市值59.11亿 元。 数据显示，永赢基金旗下1只基金位居震有科技十大流通股东。永赢高端装备智选混合发起A （015789）二季度新进十大流通股东，持有股数101.52万股，占流通股的比例为0.53%。根据测算，今 日浮盈赚取约149.24万元。 永赢高端装备智选混合发起A（015789）成立日期2022年7月15日，最新规模1.13亿。今年以来收益 20.01%，同类排名4288/8160；近一年收益18.72%，同类排名4216/8026；成立以来亏损11.01%。 永赢高端装备智选混合发起A（015789）基金经理为张璐。 截至发稿，张璐累计任职时间6年84天，现任基金资产总规模154.13亿元，任职期间最佳基金回报 124.46%， 任职期间最差基金回报-60.31%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓震有科技。永赢高端装备智选混合发起A（015789）二季度增持 28.84万股，持有股数101.52万股，占基金净值比例为4.79%，位居第六大重仓股。根据测算，今日浮盈 赚取 ...

震有科技又有3个账户被冻结。10月20日晚间，震有科技公告称，因与超讯通信买卖合同纠纷，公司成被告，涉诉金额暂计1.19亿元，案件未开庭。 据悉，2022年12月30日，公司与超讯通信签署了《兰州新区大数据产业园（二期）3#数据机房设备采购合同》。 2025年8月，公司收到广州市天河区人民法院送达的《民事起诉状》，因公司与超讯通信发生买卖合同纠纷，超讯通信向公司发起了诉讼。 同时，公司部分银行账户被天河区法院采取了保全措施。 截至本公告披露日，公司除前期已被冻结的5个银行账户外，新增3个被冻结账户。被申请冻结金额为人民币 119357883.50元，实际冻结资金为人民币 45919996.33元，占公司最近一期经审计归属于上市公司股东净资产的5.07%，占公司最近一期经审计合并报表货币资金余额的 14.41%。 震有科技表示，被冻结均为一般户，未对公司资金周转和日常经营造成实质影响，公司将协商沟通，依法维权。 截至10月20日收盘，震有科技报29.26元/股，涨1.99%，总市值为56.34亿元。 | 今 开 28.88 最 高 30.20 | | --- | | 昨 | | 成交额 | | 亏损 换手率 2 ...

证券代码：688418 证券简称：震有科技 公告编号：2025-054 深圳震有科技股份有限公司 关于公司涉及诉讼暨部分银行账户被冻结的 进展公告 本公司董事会及全体董事保证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： 案件所处的诉讼阶段：暂未开庭审理。 上市公司所处的当事人地位：被告。 涉案金额：暂计为人民币 119,357,883.5 元。（不包含律师费、诉讼费、 保全担保费等费用） 是否会对上市公司损益产生负面影响：本次所涉诉讼案件不影响公司日 常生产经营，公司将采取有力措施依法维权，切实维护公司及全体股东的合法权 益。鉴于诉讼案件尚未开庭审理，后续的判决及执行情况尚存在不确定性，公司 后续将依据会计准则的相关要求和诉讼案件实际情况进行相应的会计处理。公司 将密切关注并积极推进案件进程，及时履行信息披露义务。敬请广大投资者注意 投资风险。 近日，深圳震有科技股份有限公司（以下简称"公司"）获悉新增部分银行 账户被冻结，现将有关情况公告如下： 一、诉讼的基本情况 2022 年 12 月 30 日，公司与超讯通信股份有限公司（以下 ...

震有科技公告称，因与超讯通信买卖合同纠纷，公司成被告，涉诉金额暂计1.19亿元，案件未开庭。除 前期5个被冻结账户，新增3个账户被冻结，被申请冻结1.19亿元，实际冻结4591.99万元，占最近一期经 审计归母净资产5.07%、货币资金余额14.41%。被冻结均为一般户，未对公司资金周转和日常经营造成 实质影响，公司将协商沟通，依法维权。 ...

Market Overview - As of 14:00, the Shanghai Composite Index is at 3859.80 points, with an increase of 0.52% [1] - The total trading volume of A-shares today is 1,431.28 billion yuan [1] Technical Analysis - A total of 84 A-shares have seen their 5-day moving average cross below the 10-day moving average [1] - The stocks with the largest distance between their 5-day and 10-day moving averages include: - Yunnan Zhenye: 5-day MA is -2.45% below the 10-day MA [1] - Qiangli New Materials: 5-day MA is -2.22% below the 10-day MA [1] - Feirongda: 5-day MA is -2.14% below the 10-day MA [1] Individual Stock Performance - Yunnan Zhenye (002428): Today's change is -0.93%, with a 5-day MA of 27.71 yuan and a 10-day MA of 28.41 yuan [1] - Qiangli New Materials (300429): Today's change is +0.53%, with a 5-day MA of 13.95 yuan and a 10-day MA of 14.26 yuan [1] - Feirongda (300602): Today's change is +1.03%, with a 5-day MA of 33.00 yuan and a 10-day MA of 33.72 yuan [1] - Other notable stocks include: - Warner Pharmaceuticals (688799): Today's change is +0.43%, with a 5-day MA of 55.41 yuan [1] - Blue Ying Equipment (300293): Today's change is +0.34%, with a 5-day MA of 24.48 yuan [1] Additional Stock Data - The following stocks also show a downward trend in their 5-day moving averages compared to their 10-day moving averages: - Nanya New Materials (688519): -0.90% change, 5-day MA of 74.18 yuan [1] - Aerospace Morning Light (600501): -2.84% change, 5-day MA of 23.60 yuan [1] - Haichen Pharmaceutical (300584): +1.92% change, 5-day MA of 57.39 yuan [1]

Investment Rating - The report maintains a positive outlook on the communication industry, emphasizing three main lines of investment: AI computing network differentiation, strengthening of the satellite industry, and optimization of the economic cycle [5][6]. Core Insights - The AI industry is evolving towards inference-driven models, with a diversified computing power solution landscape. The domestic supply chain for chips and modules is beginning to integrate, and the data center supply-demand inflection point has emerged [5][6]. - The satellite communication sector is experiencing significant catalysts, with a complete industry chain forming. Direct satellite connections are expected to drive growth in antennas, RF chips, and inter-satellite communication [5][6]. - The report identifies several high-quality cyclical stocks with confirmed growth and low valuations, particularly in sectors like Beidou navigation and controllers, suggesting a potential return of the investment "pendulum" [5][6]. Summary by Sections AI Computing Network - The AI computing network is highlighted as a key investment line, with operators actively building computing power and expected stable growth. High dividend yields continue to attract investors [5][6]. - The network equipment sector benefits from AI demand, with capital expenditures from operators and CSPs providing structural boosts [5][6]. - The optical device and chip industry is seeing continuous performance releases, driven by both domestic and international demand [5][6]. Satellite Communication - The satellite internet industry is undergoing intense catalysis, with multiple segments expected to maintain high value and high barrier attributes. The focus is on regular launch progress and commercialization [5][6]. Economic Cycle Optimization - The report emphasizes the recovery of demand in various sectors, including high-precision positioning and connectors, with significant growth expected in industrial automation and IoT driven by AI and robotics [5][6]. - The IDC sector is experiencing a structural supply-demand reversal, with core demand remaining in short supply, indicating a sustained high economic cycle [5][6]. Company Performance Predictions - The report forecasts significant profit growth for key companies in the communication sector for Q3 2025, with expected net profit growth rates exceeding 50% for several firms, including NewEase (220%), and 5.5G Canqin Technology (120%) [5][6]. - Companies like China Mobile and China Telecom are expected to maintain stable capital expenditures and improve return on equity through optimized revenue-cost dynamics [7][8]. Key Companies and Their Prospects - **China Mobile**: Focused on AI computing networks, with stable capital expenditure and improved ROE [7]. - **Zhongji Xuchuang**: Leading in optical modules, benefiting from AI computing demand [7]. - **NewEase**: Strong brand presence in optical communication, expected to benefit from AI computing network demand [7]. - **Tianfu Communication**: Anticipated to maintain high growth due to increasing demand for optical devices [7]. - **Zhongxing Communication**: Positioned well for growth through digital transformation and internal profit margin improvements [8]. This comprehensive analysis highlights the positive outlook for the communication industry, driven by advancements in AI, satellite technology, and cyclical recovery across various sectors.

Investment Rating - The report maintains a positive outlook on the communication industry, indicating an "Overweight" rating for the sector [2][22]. Core Insights - The report emphasizes three main lines for the communication industry in 2025: differentiation in computing networks, strengthening of the satellite industry, and optimization of the economic cycle [4][5]. - The AI industry is evolving towards inference-driven models, with a diversified approach to computing solutions. The supply-demand turning point for data centers has been observed, and technologies like liquid cooling are accelerating penetration [4][5]. - The satellite communication sector is experiencing intensive industry catalysis, forming a closed loop across the entire industry chain, with direct satellite connections expected to drive growth in antennas, RF chips, and inter-satellite communication [4][5]. - The report identifies several high-quality cyclical stocks with confirmed growth and low valuations, particularly in sectors like Beidou navigation and controllers, suggesting a return of the investment "pendulum" [4][5]. Summary by Sections Computing Network - The AI industry trend is shifting towards inference dominance, with the upstream supply chain for domestic chips and modules beginning to integrate [4]. - Data center supply-demand dynamics are changing, with liquid cooling technologies gaining traction [4][5]. Satellite Communication - The second half of 2024 marks a significant catalyst for the satellite communication industry, with a complete industry chain now established [4][5]. Economic Cycle Optimization - The report highlights the importance of downstream economic conditions, particularly in sectors like Beidou navigation and controllers, indicating a strong potential for cyclical stocks [4][5]. Performance Forecast for Key Companies - The report forecasts significant profit growth for key companies in the communication sector for Q3 2025, with expected net profit growth rates exceeding 50% for several firms, including NewEase (220%), and 5.5G Canqin Technology (120%) [4][14]. - Companies like China Mobile and China Telecom are expected to maintain stable capital expenditures, with a focus on AI computing networks [6][14]. Related Companies - Key companies identified include Zhongji Xuchuang, NewEase, and Huagong Technology in the AI computing network segment, and operators like China Mobile and China Telecom [4][6][14].

10月26日 长征三号乙运载火箭将搭载风云四号03星在西昌卫星发射中心发射。 10月31日 长征二号F运载火箭将搭载神舟二十一号载人飞船在酒泉卫星发射中心发射。 10月25日-27日 2025卫星应用大会即将在京召开。 一、事件：卫星应用大会 卫星、航天产业10月迎来密集催化： 资料显示，大会将以"人工智能与算力赋能卫星应用产业"为主题，部分议题如下： 此外，大会同期还将举办"卫星应用技术与设备展览会"，多家中外知名企业、卫星运营商、VSAT运营商、卫星制造商、业务系统集成商、卫星通信天线、 动中通设备、便携式卫星通信站等展示最新卫星设备、应用系统和科技成果。 据智研航天，今年以来，中国航天发射节奏显著加快。9月共执行10次发射任务，包括试验二十九号、遥感系列军事卫星、风云气象卫星、鸿雁和吉星星座 组网星等。接下来，中国航天还将迎来新一轮密集发射期。 国盛证券指出，卫星互联网自2020年纳入新基建范畴后，产业支持政策密集落地。2024年政府工作报告首次提出打造"商业航天"新增长引擎，2025年工信部 印发指导意见，明确到2030年进一步完善卫星通信管理制度及政策法规，发展卫星通信用户超千万。 目前，我国已申报 ...