商业航天迎来多重利好，国内方面，中国商业航天企业代表蓝箭航天宣布，我国重复使用火箭朱雀三号 计划今年第二季度再次开展回收试验。这一计划若顺利推进，将加速可重复使用火箭系统的成熟进程， 为中国商业航天领域树立新的里程碑。海外方面，SpaceX首席执行官马斯克设想从月球电磁弹射AI卫 星，以支持AI等高性能计算需求。 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 截至2026年2月25日 13:56，中证卫星产业指数(931594)强势上涨3.21%，成分股航天电子上涨6.65%，新 雷能上涨5.37%，航天环宇上涨4.91%，信科移动，铂力特（维权）等个股跟涨。卫星ETF鹏华(563790) 上涨2.87%，最新价报1.18元。 卫星ETF鹏华紧密跟踪中证卫星产业指数，中证卫星产业指数选取50只业务涉及卫星制造、卫星发射、 卫星通信、卫星导航、卫星遥感等领域的上市公司证券作为指数样本，反映卫星产业上市公司证券的整 体表现。 数据显示，截至2026年1月30日，中证卫星产业指数(931594)前十大权重股分别为航天电子、中国卫 星、臻镭科技（维权）、中国卫通、中科星图、国博电子、华测导航 ...

高管减持 同日晚间，公司公告部分高级管理人员(黄磊、李阳、姚文杰)的股份减持计划已实施完成，合计减持约 4.52万股，减持均价区间为44.86元/股至44.91元/股。 业绩经营情况 2026年01月22日，公司公告预计2025年度归属于上市公司股东的净利润为-29,000万元至-23,000万元， 较2024年同期减亏，主要受商誉减值、研发投入增加及业务结构调整影响。 经济观察网北斗星通（002151）近期值得关注的事件。北京北斗星通导航技术股份有限公司(股票代 码：002151)是我国卫星导航产业首家上市公司，主营智能位置数字底座和微波陶瓷器件业务。 公司项目推进 2026年02月10日，北斗星通以通讯方式召开第七届第二十五次董事会会议，审议了《关于部分募投项目 延期、增加实施主体并调整内部投资结构的议案》等文件。 股票近期走势 2026年01月07日，公司发布股票异常波动公告，指出商业航天仅为下游应用场景之一，提示股价短期涨 幅较大可能偏离基本面。此前，2025年12月22日，该股因商业航天概念走强涨停。2026年01月08日，北 斗星通因振幅值达标登陆深交所龙虎榜，当日成交额78.69亿元；2026年 ...

格隆汇2月11日丨北斗星通(002151.SZ)在互动平台表示，公司主要从事定位芯片、天线和高精度位置数 据服务，公司不从事卫星制造和发射业务。 ...

证券日报网讯 2月11日，北斗星通在互动平台回答投资者提问时表示，当前公司海外收入的占比约为 8%，其中欧盟的收入约为5%，目前模式还是以境内公司直销为主，德国的实体公司主要便于派驻人 员，为客户提供快速响应和服务。 （文章来源：证券日报） ...

Group 1 - Aerospace Electronics (600879) is a core listed platform of the Aerospace Science and Technology Group, focusing on aerospace electronic information systems, inertial navigation, integrated circuits, and electromechanical components. It is a leading supplier for manned lunar landing projects, providing key equipment for the Long March 10 rocket and the Dream Chaser spacecraft, with a leading market share in aerospace electronic support [1][25]. - Aerospace Power (600343) specializes in aerospace liquid propulsion systems and is a key supplier for the Long March 10 rocket's propulsion system. The company is recognized for its high-temperature and high-reliability products, suitable for manned lunar landing conditions, and is expected to see strong growth in orders as the lunar landing program progresses [2][26]. - Aerospace Engineering (603698) relies on resources from the Aerospace Science and Technology Group and is involved in system integration and launch support for manned lunar landing projects. The company is recognized as a leader in aerospace engineering contracting and is expected to expand its system integration business as demand for launch support services increases [3][27]. Group 2 - Aerospace Electromechanical (600151) focuses on special materials and energy systems for spacecraft, serving as a core supplier for the Dream Chaser and lunar probe. The company is recognized for its lightweight and high-strength products, which are essential for manned lunar missions, and is expected to see rapid growth in its aerospace support business [4][28]. - Aerospace Electrical (002025) specializes in high-end relays, connectors, and micro motors, with a market share exceeding 70% in aerospace connectors. The company is viewed as a critical supplier for manned lunar projects, with strong reliability and high technical barriers, and is expected to see increased demand as the lunar landing program advances [5][30]. - Quanxin Co., Ltd. (300447) focuses on aerospace special cables and transmission components, providing high-temperature and interference-resistant cables for lunar landing projects. The company is recognized as a leader in the aerospace cable segment, with stable orders expected to grow as demand for aerospace information technology increases [6][31]. Group 3 - Zhenhua Technology (000733) is a leading military electronics company, providing essential electronic components and power systems for spacecraft. The company is expected to see significant growth in product demand as the lunar landing program progresses, supported by its strong technical capabilities and customer resources [7][32]. - Torch Electronics (603678) specializes in ceramic capacitors and aerospace components, recognized as a core supplier for ceramic capacitors in lunar landing projects. The company is expected to see growing demand for its aerospace-grade capacitors as the lunar landing program advances [8][33]. - Guojijiang Precision (002046) focuses on aerospace special bearings and precision manufacturing equipment, with a market share exceeding 90% in high-reliability aerospace bearings. The company is expected to see strong demand for its special bearings as the lunar landing spacecraft development accelerates [9][34]. Group 4 - China Satellite (600118) is a leading satellite manufacturer under the Aerospace Science and Technology Group, providing satellite development and application services for lunar landing projects. The company is expected to see rapid growth in its satellite manufacturing and application business as demand for space-based systems increases [10][35]. - China Satcom (601698) specializes in satellite communication services, providing critical communication links for lunar landing missions. The company is recognized as a leader in satellite communication operations, with expected growth in service revenue as lunar landing tasks progress [11][36]. - Haige Communication (002465) focuses on satellite navigation and wireless communication, serving as a core supplier for navigation and communication terminals in lunar landing projects. The company is expected to see strong growth in its core business as demand for lunar landing measurement and control systems increases [12][37]. Group 5 - Beidou Xingtong (002151) is a core enterprise in the Beidou navigation industry chain, providing high-precision navigation solutions for rockets and spacecraft. The company is expected to see rapid growth in its aerospace navigation business as demand for high-precision navigation increases with the lunar landing program [13][38]. - Guangwei Composite Materials (300699) is a leading carbon fiber manufacturer, providing lightweight materials for the Long March 10 rocket and Dream Chaser. The company is expected to see growing orders for its composite materials as demand for lightweight solutions in aerospace increases [14][39]. - Guangqi Technology (002625) specializes in metamaterials and aerospace structural components, providing lightweight and radiation-resistant parts for spacecraft. The company is expected to see increasing demand for its metamaterial solutions as the lunar landing program progresses [15][40]. Group 6 - Steel Research High-Nickel (300034) focuses on high-temperature alloys and aerospace special alloys, providing critical materials for rocket engines. The company is expected to see strong demand for its high-temperature alloys as the lunar landing rocket production accelerates [16][41]. - Western Materials (002149) specializes in titanium alloys and rare metal composite materials, providing lightweight components for lunar landing vehicles. The company is expected to see growing demand for its special materials as the lunar landing spacecraft development accelerates [17][42]. - Hailanxin (300065) focuses on marine electronic information and aerospace recovery measurement and control systems, providing critical support for lunar landing return missions. The company is expected to see rapid growth in its measurement and control business as lunar landing return tasks are implemented [18][43]. Group 7 - Jieli Rigging (002342) specializes in special rigging and lifting equipment, providing critical components for the safe recovery of lunar landing rockets. The company is expected to see increasing demand for its special rigging solutions as the technology for reusable rockets becomes more prevalent [19][44]. - China Shipbuilding (600150) is a leading shipbuilding company, focusing on the construction of marine recovery platforms for lunar landing missions. The company is expected to see continued growth in its recovery platform construction business as lunar landing tasks progress [20][45]. - Chaojie Co., Ltd. (301005) specializes in high-strength fasteners and precision structural components, providing critical fasteners for rockets and spacecraft. The company is expected to see growing demand for its fasteners as the lunar landing program moves into mass production [21][46]. - Yingliu Co., Ltd. (603308) focuses on high-temperature alloy castings and aerospace precision components, providing critical parts for rocket engines. The company is expected to see strong demand for its core components as the lunar landing rocket production accelerates [22][47].

证券日报网讯2月11日，北斗星通（002151）在互动平台回答投资者提问时表示，公司顺势而为，以云 +芯的商业模式致力于打造智能位置数字底座，为千行百业提供高精度的位置服务。提高营收的重要举 措是出海，无论是芯片还是天线，海外收入的比重还比较低，有很大的增长空间。 ...

每经AI快讯，北斗星通2月10日晚间发布公告称，公司第七届第二十五次董事会会议于2026年2月10日 以通讯方式召开。会议审议了《关于部分募投项目延期、增加实施主体并调整内部投资结构的议案》等 文件。 每经头条（nbdtoutiao）——10倍价差刷屏！"外国人来华就医"火了，三位亲历者这样说⋯⋯ （记者 曾健辉） ...

关于部分募投项目延期、增加实施主体并调整 北京北斗星通导航技术股份有限公司 内部投资结构的核查意见 根据《证券发行上市保荐业务管理办法（2025 年修正）》《上市公司募集 资金监管规则》《深圳证券交易所股票上市规则（2025 年修订）》《深圳证券 交易所上市公司自律监管指引第 1 号——主板上市公司规范运作（2025 年修订）》 等有关法律法规和规范性文件的相关规定，中信证券股份有限公司（以下简称"中 信证券"或"保荐人"）作为北京北斗星通导航技术股份有限公司（以下简称"北 斗星通"或"公司"）2022 年度向特定对象发行 A 股股票的持续督导机构，对 北斗星通部分募投项目延期、增加实施主体并调整内部投资结构的事项进行了审 慎核查，具体情况如下： 一、募集资金基本情况 经中国证券监督管理委员会出具《关于同意北京北斗星通导航技术股份有限 公司向特定对象发行股票注册的批复》（证监许可〔2023〕1075号）注册同意， 公司于2023年6月26日向特定对象发行人民币普通股（A股）31,374,501股，发行 价格为30.12 元/股，募集资金总额为944,999,970.12 元，募集资金净额为 931,075,8 ...

证券代码：002151 证券简称：北斗星通 公告编号：2026-011 北京北斗星通导航技术股份有限公司 关于部分募投项目延期、增加实施主体并调整内部投资结构的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，不存在虚假记 载、误导性陈述或者重大遗漏。 北京北斗星通导航技术股份有限公司（以下简称"公司"或"北斗星通"） 于 2026 年 2 月 10 日召开第七届董事会第二十五次会议，审议通过了《关于部 分募投项目延期、增加实施主体并调整内部投资结构的议案》，同意公司结合目 前募投项目的实际进展情况，在实施地点、实施方式、募集资金用途及投资规模 不发生变更的情况下，将"面向综合 PNT 应用的北斗/GNSS SoC 芯片研制及产 业化项目"、"车载功能安全高精度北斗/GNSS SoC 芯片研制及产业化项目"达 到预定可使用状态的时间进行调整至 2028 年 6 月 30 日，并增加北斗星通为项目 实施主体，同时对"面向综合 PNT 应用的北斗/GNSS SoC 芯片研制及产业化项 目"内部投资结构予以调整。现在将相关事项公告如下： | 序 | 承诺投资项目名 | 实施 | 募集资金承 | 调整后募集 ...

证券代码：002151 证券简称：北斗星通 公告编号：2026-010 北京北斗星通导航技术股份有限公司 第七届董事会第二十五次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 北京北斗星通导航技术股份有限公司（以下简称"公司"）第七届董事会第二 十五次会议于 2026 年 2 月 10 日以通讯方式召开。会议通知和议案已于 2026 年 2 月 3 日以专人送递和邮件形式发出。本次会议应参加表决董事 7 名，实际参加表 决董事 7 名。本次会议由董事长周儒欣先生主持，会议的召集和召开符合《公司 法》、《公司章程》及《董事会议事规则》的规定，合法有效。会议经讨论形成如 下决议： 一、审议通过了《关于部分募投项目延期、增加实施主体并调整内部投资结 构的议案》。 特此公告。 北京北斗星通导航技术股份有限公司董事会 2026 年 2 月 10 日 表决结果：7 票赞成、0 票反对、0 票弃权； 同意公司结合目前募投项目的实际进展情况，在实施地点、实施方式、募集 资金用途及投资规模不发生变更的情况下，将"面向综合 PNT 应用的北斗/GNSS SoC 芯片 ...