人民财讯8月19日电，震有科技(688418)8月19日晚间公告，公司及控股子公司自2025年1月1日至本公告 披露日，累计收到政府补助款项604.87万元，占公司最近一个会计年度经审计归属于母公司股东的净利 润的22.05%。上述政府补助预计将对公司2025年度利润产生一定积极影响。 ...

多位接受《证券日报》记者采访的业内人士表示：卫星通话功能进入大众智能手机，标志着卫星产业链 正逐渐走向成熟。这是新一代卫星通信技术在消费级应用领域迈出的第一步。长远来看，随着卫星通信 技术应用领域的拓展，产业链上下游企业均有望享受行业发展红利。 下游应用领域广阔 近日，华为新款旗舰手机Mate 60 Pro的卫星通话功能亮相之后，受到各界广泛关注。无论是在深山密林 还是海岛大洋，使用卫星通话可实现与外界联系，这对于卫星通信产业的发展具有里程碑意义。 对于全球首款支持卫星通话的消费级智能手机Mate 60 Pro，深度科技研究院院长张孝荣向记者表 示："智能手机卫星通话是技术创新重要突破，也是卫星通信在消费级终端市场迈出的实质性一步，有 望加速卫星通信普及进程。" 据悉，卫星通信技术受到全球各国高度重视。美国在轨卫星数量全球第一，中国拥有的在轨卫星数量排 名第二。根据美国半导体行业协会（SIA）数据，2022年全球卫星产业规模达2811亿美元。 近年来，我国卫星通信产业在政策支持下取得快速发展，运营商、零部件厂商、设备商等产业链上下游 企业积极布局。随着商业化进程的推进，卫星通信未来应用空间被看好。 多家公司深 ...

Investment Rating - The report gives a "Recommended" rating for the telecommunications industry, considering the sustained high prosperity of the sector driven by AI, 5.5G, and satellite communications [2][5]. Core Insights - The overall market performance for the week (August 4-10, 2025) saw the Shanghai Composite Index rise by 2.11%, the Shenzhen Component Index by 1.25%, and the ChiNext Index by 0.74%. The telecommunications sector index increased by 1.30% during the same period [2][11]. - Among the sub-sectors, the highest increase was seen in telecommunications cables and supporting equipment, which rose by 4.43%, while telecommunications network equipment and devices had the lowest increase at 0.11% [2][14]. - Notable individual stock performances included a 49.15% increase for Rihai Intelligent, 33.62% for Beiwai Technology, and 31.01% for Chengtian Weiye, marking them as the top gainers in the telecommunications sector [2][16]. Summary by Sections Market Overview - The telecommunications sector experienced a positive trend with a 1.30% increase in the index for the week [11]. - The sub-sector of telecommunications cables and supporting equipment led the gains with a 4.43% increase, while telecommunications network equipment and devices lagged with only a 0.11% increase [14]. Key Developments - The release of GPT-5 is expected to enhance AI applications, with ChatGPT's monthly active users projected to reach 700 million, a fourfold increase from the previous year [3][21]. - The successful launch of the low-orbit satellite internet GW constellation's 07 group of satellites marks a significant advancement in satellite internet infrastructure [3][18][19]. - North American hyperscalers reported a quarterly capital expenditure exceeding 680 billion, indicating strong growth in AI and cloud services [18]. Company Announcements - Key announcements from the telecommunications sector for the week included the completion of a share acquisition by Zhuhai Guangku Technology and the release of mid-year reports by several companies, including China Mobile, which reported a revenue of 543.769 billion, a slight decrease of 0.54% year-on-year [25][27].

每经AI快讯，光通信模块板块领涨，上涨2.48%，其中亨通光电上涨6.6%，新易盛上涨5.27%，烽火通 信上涨3.9%，中际旭创、致尚科技、震有科技涨超2%。 （文章来源：每日经济新闻） ...

Group 1 - The satellite navigation sector is experiencing significant activity due to an accelerated satellite launch schedule, with companies like China Satellite and China Satcom seeing notable stock movements [1][2] - The upcoming launch of the "Jili Constellation 04 Group" consisting of 11 satellites aims to provide high-precision positioning and satellite communication support for brands under Geely [2][3] - The GW constellation has increased its launch frequency, with intervals reduced to 3-5 days, indicating a rapid network deployment phase for China's satellite internet [2][4] Group 2 - The total market capitalization of the satellite navigation sector has reached 2.32 trillion yuan, reflecting strong investor interest [3] - Several companies, including Shuo Bei De and Jia Yuan Technology, have seen significant stock price increases, with some hitting the daily limit [3] - The construction and operation of the "Qianfan Constellation" is expected to accelerate, with plans for multiple rocket launches to support its development [3][5] Group 3 - Companies are increasing investments in satellite internet infrastructure, with Guangdian Jiliang planning to invest 344 million yuan in a quality assurance platform [5] - Zhenyou Technology is set to invest 709 million yuan in satellite internet communication product development, focusing on core network systems and satellite terminals [6] - The development of satellite internet technology is expected to create substantial demand, with projections indicating the global space economy could exceed one trillion dollars by 2040 [7]

证券代码：688418 证券简称：震有科技 公告编号：2025-045 深圳震有科技股份有限公司 关于参股公司增资扩股及公司放弃优先认购权 暨关联交易的公告 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： 交易概述：深圳震有科技股份有限公司（以下简称"公司"或"震有科技"） 持有 31.6770%股权的参股公司深圳市震有智联科技有限公司（以下简称"震有智 联"），因自身经营发展需要，拟进行增资扩股引入投资者深圳瑞云捷投资有限公司 （以下简称"深圳瑞云捷"）。深圳瑞云捷拟出资人民币 1,666.67 万元认缴震有智联 新增注册资本人民币 536.67 万元，其中人民币 536.67 万元计入注册资本金，剩余人 民币 1,130.00 万元计入资本公积金（以下简称"本次交易"）。公司出于整体发展战 略考虑，拟放弃对震有智联本次增资扩股的优先认购权。本次交易完成后，震有智联 注册资本将由人民币 1,610.00 万元增加至人民币 2,146.67 万元，公司持有震有智联的 股权比例将由 31.6770%下降至 2 ...

Group 1 - China Shipbuilding plans to absorb and merge China Shipbuilding Industry Corporation through a share exchange, with trading suspension starting from August 13, 2025 [1] - China Shipbuilding was established in May 1998, focusing on shipbuilding (military and civilian), ship repair, marine engineering, and electromechanical equipment [1] Group 2 - SanChao New Materials intends to raise 250 million yuan through a private placement to Wuxi Boda He Yi Technology Co., with a share price of 20.04 yuan [2] - SanChao New Materials is undergoing a change in control, with Boda He Yi acquiring a total of 18.99 million shares, making it the controlling shareholder [2][3] Group 3 - Zhenyou Technology's actual controller plans to transfer 5% of the company's shares to Shenzhen Century Zhiyuan Private Equity Fund Management Co., at a price of 22.13 yuan per share, totaling 213 million yuan [4] - Zhenyou Technology was established in April 2005, focusing on the design, research, sales, and service of communication system equipment [4] Group 4 - Zhizheng Co. is set to undergo a major asset restructuring, with the Shanghai Stock Exchange scheduled to review the transaction on August 11, 2025 [5] - Zhizheng Co. was established in December 2004, specializing in high polymer materials for cables and semiconductor equipment [5] Group 5 - Shaoneng Co. reported a net profit of 95.90 million yuan for the first half of 2025, a year-on-year decrease of 42.43%, despite a revenue increase of 6.95% to 2.335 billion yuan [6] - Shaoneng Co. was established in June 1993, focusing on energy (electricity, heating, steam), ecological plant fiber products, and precision manufacturing [6] Group 6 - Lide New Energy reported a net profit of 8.95 million yuan for the first half of 2025, down 90.17%, with revenue of 496 million yuan, a decrease of 6.02% [7] - Lide New Energy was established in August 2013, focusing on investment, development, construction, and operation of wind and solar power projects [7] Group 7 - Zhongdian Environmental Protection achieved a net profit of 53.94 million yuan in the first half of 2025, a year-on-year increase of 2.87%, despite a revenue decline of 10.70% to 315 million yuan [8] - Zhongdian Environmental Protection was established in January 2001, specializing in the research, manufacturing, sales, and service of ecological environmental governance equipment [8] Group 8 - Qiaoyuan Co. has decided to terminate its intention to acquire the controlling stake in Deyang Hongchen Chemical Co. due to a lack of consensus among parties [10] - Qiaoyuan Co. was established in November 2001, focusing on the cleaning, collection, transportation, and treatment of municipal solid waste [10] Group 9 - ST Changfang plans to publicly transfer part of its assets, including the Ping Shan Changfang Industrial Park, with a starting price of 374 million yuan [12] - ST Changfang was established in May 2005, focusing on the research, design, production, and sales of LED off-grid lighting and other electronic products [12] Group 10 - He Xin Instruments reported a net loss of 17.46 million yuan for the first half of 2025, with revenue of 52.82 million yuan, down 48.88% [13] - He Xin Instruments was established in June 2004, focusing on the research, production, and sales of mass spectrometers and related technologies [13] Group 11 - Fengli Intelligent plans to raise no more than 730 million yuan through a private placement to specific investors, with funds allocated for various precision manufacturing projects [17] - Fengli Intelligent was established in April 1995, focusing on the research, production, and sales of small modulus gears and precision reducers [17] Group 12 - Tuo Jing Technology's employee stockholding platforms plan to transfer 6.99 million shares, accounting for 2.50% of the total share capital [21] - Tuo Jing Technology was established in April 2010, focusing on the research, production, and sales of high-end semiconductor thin film equipment [21] Group 13 - Tuo Jing Life plans to acquire 72.86% of Wuhan Kanglu Biological Technology Co. for 291 million yuan, with plans for further acquisitions in 2026 and 2027 [22] - Tuo Jing Life was established in November 2003, focusing on the research, production, and sales of in vitro diagnostic products [22]

证券代码：688418 证券简称：震有科技 公告编号：2025-044 深圳震有科技股份有限公司 关于实际控制人的一致行动人协议转让部分股份 暨权益变动的提示性公告 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、准确性和完整性承担法律责任。 重要内容提示： ? 深圳震有科技股份有限公司（以下简称"公司"或"震有科技"）实际控 制人吴闽华先生的一致行动人宁波震有企业管理合伙企业（有限合伙）（以下简 称"转让方"或"宁波震有"）拟通过协议转让方式向深圳世纪致远私募证券基 金管理有限公司（代表致远资本价值 2 号私募证券投资基金）（以下简称"受让 方"或"致远资本）转让其持有的 9,630,000 股股份（占公司总股本的 5.00%）， 转让价格为 22.13 元/股，股份转让总价款为 213,111,900 元。 ? 公司控股股东、实际控制人为吴闽华先生。本次权益变动前，公司控股 股东、实际控制人吴闽华先生直接持有公司股份 32,147,460 股，占公司总股本的 不变；一致行动人宁波震有持有公司股份 19,225,002 股，占公司总股本的 9. ...

上市公司名称：深圳震有科技股份有限公司 股票上市地点：上海证券交易所 股票简称：震有科技 证券代码：688418 证券简称：震有科技 深圳震有科技股份有限公司 简式权益变动报告书 公司住所：深圳市宝安区新安街道大宝路一巷友谊大厦 501 室 通讯地址：深圳市福田区诺德金融中心 37D2 股权变动性质：股份增加（协议转让） 签署日期：2025 年 8 月 1 日 声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理 办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报 告书》等相关法律、法规和规范性文件编制本报告书。 股票代码：688418 信息披露义务人：深圳世纪致远私募证券基金管理有限公司（代表致远资本价 值 2 号私募证券投资基金） 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反信息披露义务人章程或内部规则中的任何条款，或与之冲突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等规定， 本报告书已全面披露信息披露义务人在深圳震有科技股份有限公司中拥有权益 的股份变动情况。 截至本报告书签署之日，除本报告书披露的持股信息外，信息披露 ...

信息披露义务人：宁波震有企业管理合伙企业（有限合伙） 公司住所：浙江省宁波市江北区长兴路 689 弄 21 号 10 幢 112 室托管 4548（商 务托管） 通讯地址：广东省深圳市光明区凤凰街道东坑社区创投路 99 号光明凤凰广场 2 栋 28 楼 证券代码：688418 证券简称：震有科技 深圳震有科技股份有限公司 简式权益变动报告书 上市公司名称：深圳震有科技股份有限公司 股票上市地点：上海证券交易所 股票简称：震有科技 股票代码：688418 信息披露义务人的一致行动人：吴闽华 住所/通讯地址：广东省深圳市****** 股权变动性质：股份减少（协议转让） 签署日期：2025 年 8 月 1 日 声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办 法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告 书》等相关法律、法规和规范性文件编制本报告书。 二、信息披露义务人及其一致行动人签署本报告书已获得必要的授权和批 准，其履行亦不违反信息披露义务人章程或内部规则中的任何条款，或与之冲 突。 三、依据《中华人民共和国证券法》《上市公司收购管理办法》等规定，本 报告 ...