深圳震有科技股份有限公司 证券代码：688418 证券简称：震有科技 公告编号：2026-001 关于增加公司经营范围、修订《公司章程》、 制定及修订部分治理制度的公告 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。 深圳震有科技股份有限公司（以下简称"公司"）于 2026 年 1 月 12 日召开 第四届董事会第六次会议，审议通过了《关于增加公司经营范围及修订<公司章 程>的议案》以及相关制定、修订部分制度的议案，其中《关于增加公司经营范 围及修订<公司章程>的议案》尚需提交公司 2026 年第一次临时股东会审议。现 将有关情况公告如下： 一、增加经营范围情况 因公司业务发展需要，公司拟在原经营范围基础上增加"电池销售；输配电 及控制设备制造；智能输配电及控制设备销售；电池零配件销售；电池制造"， 增加内容最终以工商登记机关核准的内容为准。 变更后的公司经营范围为：计算机软硬件、电子产品的技术开发及购销；通 信信息咨询；经济信息咨询（不含证券咨询、人才中介服务和其他限制项目）； 计算机系统集成、通信工程、通信设备、工业自 ...

证券代码：688418 证券简称：震有科技 公告编号：2026-002 深圳震有科技股份有限公司 关于召开2026年第一次临时股东会的通知 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 （一） 股东会类型和届次 2026年第一次临时股东会 召开地点：广东省深圳市光明区凤凰街道东坑社区光明凤凰广场 2 栋 2801 深圳震有科技股份有限公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2026 年 1 月 28 日 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： 一、 召开会议的基本情况 至2026 年 1 月 28 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 股东会召开日期：2026年1月28日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 （二） 股东会召集人：董事会 （三） 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2026 年 1 月 28 日 ...

格隆汇1月12日丨震有科技(688418.SH)公布，近期资本市场对"商业航天""卫星互联网"等概念关注度较 高，相关板块市场表现较为活跃。目前该行业整体尚处初期投入阶段，商业化进程仍面临不确定性，从 资质申报、资源协调到技术推广与市场应用仍需要一定周期，相关预期性利好对公司实际经营业绩的影 响具有不确定性，请投资者注意理性判断。公司作为专业从事通信网络设备及技术解决方案的综合通信 系统供应商，始终专注于通信领域，主营业务未发生重大变化。公司2025年前三季度在卫星互联网领域 的收入占整体营业收入的比例约为7.15%，占比较低，未对公司业绩构成重大影响。 ...

Core Viewpoint - The satellite internet sector is experiencing significant activity, with multiple stocks reaching their daily limit up, driven by the industry's transition from strategic planning to substantial construction, supported by ongoing policy incentives [1][2][3]. Group 1: Stock Performance - Eight stocks in the satellite internet sector hit their daily limit up, including Tianyin Electromechanical, which rose by 20%, and Zhongke Xingtong, which increased by over 17% [1][2]. - Other notable performers include Xinjingang with a rise of over 16%, and several companies like Zhenyou Technology and Hangyu Micro, which saw increases exceeding 11% [1][2]. Group 2: Industry Developments - The International Telecommunication Union (ITU) reported that China applied for frequency resources for over 200,000 satellites, with more than 190,000 satellites coming from the Radio Innovation Institute [1][3]. - The application is significant for the satellite internet supply chain, particularly for satellite manufacturing and upstream components, with a focus on companies involved in traditional ground communication networks that are also participating in satellite internet construction [3]. Group 3: Competitive Landscape - The U.S. Federal Communications Commission (FCC) approved SpaceX's request to deploy an additional 7,500 second-generation Starlink satellites, bringing its total to 15,000 satellites in orbit [5]. - This development indicates an acceleration in the U.S.-China space race, with satellite internet becoming a crucial part of national information infrastructure [5]. Group 4: Manufacturing and Services Impact - The scale construction of satellite internet requires mass production of various low-orbit satellites, which will benefit companies with capabilities in satellite assembly and core component supply [7]. - The demand for high-performance communication payloads and compact terminal devices is expected to grow rapidly, benefiting related R&D and manufacturing enterprises [7]. - Satellite internet operators will see increased service orders as coverage expands, particularly in sectors like maritime shipping and emergency communications [7]. - The integration of satellite internet with low-altitude economy and emergency rescue sectors is creating a demand for customized solutions, providing growth opportunities for companies that can develop applicable scenarios [7].

两融数据显示，该股最新（1月9日）两融余额为6.66亿元，其中，融资余额为6.66亿元，近10日增加 1.18亿元，环比增长21.59%。 公司发布的三季报数据显示，前三季度公司共实现营业收入5.09亿元，同比下降11.78%，实现净利 润-4718.51万元，同比下降384.14%，基本每股收益为-0.2450元。（数据宝） 震有科技股价创出历史新高，截至10:04，该股上涨8.47%，股价报62.14元，成交量1752.37万股，成交 金额10.55亿元，换手率9.10%，该股最新A股总市值达119.65亿元，该股A股流通市值119.65亿元。 证券时报·数据宝统计显示，震有科技所属的通信行业，目前整体涨幅为0.13%，行业内，目前股价上涨 的有92只，涨停的有信科移动、东方通信等5只。股价下跌的有36只，跌幅居前的有仕佳光子、德科 立、新易盛等，跌幅分别为7.55%、7.04%、5.78%。 （文章来源：证券时报网） ...

Group 1: Satellite Industry Overview - The satellite internal structure is divided into satellite platforms and payloads, with platforms providing necessary support for payloads to achieve mission objectives[4] - Effective payloads are the instruments and systems that perform specific tasks on satellites, primarily including antenna subsystems and transponder subsystems for communication satellites[5] - The satellite attitude control system consists of sensors, controllers, and actuators to maintain the satellite's orientation and stability[24] Group 2: Investment Opportunities - Key beneficiaries in the satellite industry include companies involved in attitude control (e.g., Tianyin Electromechanical, Aerospace Zhizhuang) and TR components (e.g., Zhenlei Technology, Chengchang Technology)[5] - The market performance of small-cap indices like the CSI 1000 and CSI 500 has outperformed large-cap indices such as the SSE 50 and CSI 300 this week[6] - New shares listed this week include 1 company on A-shares and 6 companies on the Hong Kong Stock Exchange, indicating a vibrant IPO market[6] Group 3: Market Trends and Recommendations - The report highlights investment themes in smart vehicles and high-end manufacturing, recommending stocks such as Hu Guang Co., Ruihu Mould, and Aopute[7] - The satellite industry is expected to benefit from advancements in low-orbit satellite payloads, particularly in transponders and phased array antennas, which are crucial for communication satellites[70] - The cost structure of low-orbit communication satellites shows that payloads account for approximately 75% of costs, with antennas and TR components being the major contributors[51]

Core Viewpoint - The satellite internet sector in the A-share market has emerged as a leading star, experiencing significant price increases and attracting substantial market attention at the beginning of 2026, driven by favorable policies and heightened market activity [2][4]. Market Performance - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing 4100 points by January 9, 2026, following a robust start to the year [3][4]. - The satellite internet concept has been a major contributor to this growth, with multiple stocks within the sector achieving significant gains, including several reaching their daily limit up [3][4]. Stock Price Increases - From January 5 to January 9, 2026, four companies in the satellite internet sector saw their stock prices rise by over 40%, specifically, Zhenlei Technology (48.18%), Leike Defense (45.82%), Tongyu Communication (42.34%), and Aerospace Hanyu (42.28%) [5]. - Other notable stocks, including China Satellite Communications, Qianzhao Optoelectronics, Aerospace Electronics, and Zhenyou Technology, also experienced substantial increases, all exceeding 30% [5]. Fundamental Performance - Despite the sharp rise in stock prices, some companies in the sector have reported relatively flat or declining revenue figures. For instance, Zhenlei Technology's revenue increased from 234 million yuan in 2022 to 302 million yuan in 2025, showing slow growth [6]. - Conversely, Leike Defense's revenue has been on a downward trend, dropping from 1.364 billion yuan in 2022 to 933 million yuan in 2025 [6]. - Tongyu Communication also experienced a decline in revenue, from 1.407 billion yuan in 2022 to 815 million yuan in 2025 [6]. Policy Support - The rise of the satellite internet sector is attributed to strong policy support, particularly the National Space Administration's action plan aimed at promoting high-quality development in commercial aerospace by 2027 [4][6]. - This policy environment has fostered optimism about the sector's growth potential, leading to increased investment in related stocks [4]. Market Risks - Several companies have issued announcements regarding abnormal stock price fluctuations, warning investors of potential risks associated with the rapid price increases [7][8]. - For example, Tongyu Communication reported a cumulative stock price increase of 191.65% since November 27, 2025, significantly outpacing the industry average [8]. - Aerospace Hanyu also noted a 200.81% increase in stock price since November 21, 2025, prompting them to clarify that their business fundamentals remain stable despite the price surge [8].

资金流向方面，该股今日全天主力资金净流入8035.26万元。（数据宝） 震有科技1月9日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 16110.01 | | 沪股通专用 | 9845.18 | | 机构专用 | 3649.85 | | 华泰证券股份有限公司总部 | 3271.06 | | 瑞银证券有限责任公司上海花园石桥路证券营业部 | 3017.76 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 4721.93 | | 华福证券有限责任公司广州黄埔开创大道证券营业部 | 4169.73 | | 甬兴证券有限公司宁波和源路证券营业部 | 2451.13 | | 招商证券股份有限公司上海中山南路证券营业部 | 1781.44 | | 国金证券股份有限公司上海静安区南京西路证券营业部 | 1666.94 | （文章来源：证券时报网） 1月9日震有科技（688418）收盘价57.29元，收盘涨停，全天换手率18.72%，振幅18.91%，成交额19.52 亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报·数 ...

Market Performance - The Sci-Tech 50 Index rose by 1.43%, closing at 1475.97 points, with a total trading volume of 6.153 billion shares and a turnover of 327.154 billion yuan, resulting in an average turnover rate of 3.14% [1] - Among the tradable stocks on the Sci-Tech board, 453 stocks closed higher, with 31 stocks experiencing a rise of over 10%, including Zhenyou Technology, Xinke Mobile, and Qianyan Biology, which hit the daily limit [1] - The distribution of turnover rates shows that 11 stocks had turnover rates exceeding 20%, while 41 stocks had rates between 10% and 20% [1] Stock Highlights - The stock with the highest turnover rate was Qiangyi Co., which closed up by 13.62% with a turnover rate of 39.07% and a transaction amount of 3.223 billion yuan [1] - Other notable stocks included Aerospace Nanhu, which closed down by 0.22% with a turnover rate of 31.64%, and Hengkun New Materials with a turnover rate of 30.73% [1][3] - Among the stocks with a turnover rate exceeding 5%, 124 stocks rose, while Shengbang Security, Xinyuan Micro, and Xiangyu Medical had the largest declines of 7.18%, 6.91%, and 6.68%, respectively [1] Sector Analysis - The electronics sector had the highest number of stocks with turnover rates exceeding 5%, totaling 48 stocks, followed by the computer and pharmaceutical sectors with 30 and 25 stocks, respectively [2] - In terms of capital flow, 74 stocks saw net inflows from main funds, with Xinke Mobile, Qiangyi Co., and Changguang Huaxin receiving the most significant net inflows of 337 million yuan, 323 million yuan, and 294 million yuan, respectively [2] - Conversely, Dongxin Co., Purang Co., and Moer Thread experienced the largest net outflows of 465 million yuan, 329 million yuan, and 297 million yuan, respectively [2] Leverage Fund Movements - A total of 123 stocks with high turnover rates received net purchases from leveraged funds, with Huahong Company, Dekeli, and Huafeng Technology seeing the largest increases in financing balances of 618 million yuan, 431 million yuan, and 358 million yuan, respectively [2] - Stocks that experienced significant decreases in financing balances included Yuanjie Technology, Huicheng Co., and Changguang Huaxin, with reductions of 206 million yuan, 158 million yuan, and 106 million yuan, respectively [2]

证券之星消息，1月9日通信设备板块较上一交易日上涨0.42%，震有科技领涨。当日上证指数报收于4120.43，上涨0.92%。深证成指报收于 14120.15，上涨1.15%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688418 | 農有科技 | 57.29 | 20.00% | 36.05万 | 19.52亿 | | 688387 | 信科移动 | 15.84 | 20.00% | 187.53万 | 29.08亿 | | 688143 | 长常通 | 58.70 | 10.01% | 14.50万 | 8.10亿 | | 002017 | 东信和平 | 25.19 | 10.00% | 58.60万 | 14.49亿 | | 600776 | 东方通信 | 20.35 | 10.00% | 111.77万 | 21.59亿 | | 002296 | 辉煌科技 | 12.43 | 10.00% | 84.16万 | 10.33亿 | | 002796 | ...