Group 1 - The General Aviation ETF Penghua (563870) experienced a decline of 1.25%, closing at 0.951 yuan with a trading volume of 3.7077 million yuan [1] - Major holdings in the General Aviation ETF Penghua saw significant drops, including Aerospace Electronics down 3.98%, Haige Communication down 2.01%, and China Satellite Communications down 2.36% [1] - The fund's performance benchmark is the CSI General Aviation Theme Index return, with a return of -3.67% since its establishment on December 31, 2025, and a one-month return of -9.36% [1]

证券代码：002151 证券简称：北斗星通 公告编号：2026-009 北京北斗星通导航技术股份有限公司 关于公司部分高级管理人员减持股份实施进展公告 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。 特别提示： 北京北斗星通导航技术股份有限公司（以下简称"公司"）于2026年1月8 日披露了《关于公司部分董事、高级管理人员减持股份预披露的公告》（2026-002）， 公司部分董事、高级管理人员计划于上述公告披露之日起15个交易日后的3个月 内以集中竞价方式减持本公司股份。 2026年2月9日，公司收到黄磊先生、李阳先生、姚文杰先生出具的《股份减 持计划实施进展告知函》，截至本公告日，黄磊先生、李阳先生、姚文杰先生本 次减持股份计划已实施完成，具体实施结果如下： 注：上述合计数据尾差系四舍五入原因所致。 四、备查文件 黄磊先生、李阳先生、姚文杰先生出具的《股份减持计划实施进展告知函》。 股东 姓名 减持 方式 减持时间 减持价格区 间（元） 减持均价 （元/股） 减持股份数 量（股） 已减持数量 占公司总股 本的比例 黄 磊 集中竞 价交易 2026年2月9 日 ...

Core Viewpoint - The commercial aerospace sector is experiencing significant activity, with the launch of the self-developed Gravitational No. 2 rocket by Dongfang Space, aimed at meeting the demand for medium to large satellite networks and commercial high-orbit launches, expected to complete its maiden flight by mid-2026 [1] Group 1: Industry Developments - The demand for rockets is surging, prompting attention to upstream materials, while the midstream equipment sector is expected to see significant changes in engine technology and 3D printing, which are characterized by scarcity and long-term inflationary logic [1] - The domestic market is anticipated to enter a new era of reusable rockets in 2026, driven by the synergy between commercial companies and state-owned enterprises [1] Group 2: Market Performance - As of February 3, 2026, the Zhongzheng Satellite Industry Index (931594) rose by 4.28%, with notable increases in constituent stocks such as Hailanxin (up 15.91%), XW Communication (up 11.58%), and Chip Origin (up 10.07%) [1] - The Penghua Satellite ETF (563790), which closely tracks the Zhongzheng Satellite Industry Index, increased by 3.61%, with a latest price of 1.23 yuan [1] Group 3: Index Composition - As of January 30, 2026, the top ten weighted stocks in the Zhongzheng Satellite Industry Index include Aerospace Electronics, China Satellite, Zhenlei Technology, and others, collectively accounting for 64.36% of the index [2]

证券代码：002151 证券简称：北斗星通 公告编号：2026-008 北京北斗星通导航技术股份有限公司 2026 年度第一次临时股东会决议公告 （3）会议召开地点：北京市海淀区丰贤东路 7 号北斗星通大厦公司会议室 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 特别提示： 1、本次股东会未出现否决提案的情形； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开情况和会议出席情况 1、会议召开情况 （1）现场会议召开时间为：2026 年 2 月 2 日下午 1:30 （2）网络投票时间：①通过深圳证券交易所互联网投票系统投票的时间为 2026 年 2 月 2 日 9:15 至 15:00 的任意时间。②通过深圳证券交易所交易系统进 行网络投票的时间为 2026 年 2 月 2 日的交易时间，即 9:15—9:25，9:30—11:30 和 13:00—15:00。 （4）会议的召开方式：本次会议采取现场投票和网络投票相结合的方式 （5）股东会的召集人：公司董事会 （6）股东会的主持人：董事长周儒欣先生 （7）会议召开的合法、合规性：本次股东会会议 ...

北京市隆安律师事务所 关于北京北斗星通导航技术股份有限公司 2026年第一次临时股东会的 法律意见书 致：北京北斗星通导航技术股份有限公司 北京市隆安律师事务所接受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"）委托，指派律师于 2026 年 2 月 2 日对北斗星通 2026 年第一次临时股东会（以下简称"本次股东会"）进行见证。根据《中华人民共 和国证券法》、《中华人民共和国公司法》(以下简称《公司法》) 、《上市公 司股东会规则》、《深圳证券交易所上市公司股东会网络投票实施细则》(以下 简称《网络投票实施细则》) 等法律、法规和规范性文件及现行有效的《北京北 斗星通导航技术股份有限公司章程》(以下简称《公司章程》) 的规定，按照律 师行业公认的业务标准、道德规范和勤勉尽责的精神，本所律师对北斗星通本次 股东会的召集召开程序、出席与主持会议人员的资格、表决程序与表决结果等重 要事项的合法性出具本法律意见书。 本所律师仅依据本法律意见书签发日之前所发生的事实，并基于对该项事实 的认识以及对相关法律、法规、《公司章程》的理解发表本法律意见。 本所同意北斗星通将本法律意见书作为本次股东会必备 ...

中国商业航天火箭卫星将加速升级 开发更多应用场景 太空旅游 记者今天（29日）从中国航天科技集团获悉，未来集团将实施商业运载能力提升工程，就是要研制具备 国际竞争力的商业运载火箭，实现航班化运输。可重复使用商业火箭方面，形成近地轨道20吨级重复使 用状态运载能力，实现重复使用火箭规模化、商业化成熟应用。重型运载火箭方面，完成重型运载火箭 研制和相关重复使用试验，具备近地轨道百吨级入轨能力。 同时还将实施商业卫星效能跃升工程，研制新型卫星及先进载荷，开展卫星星座建设。星座建设方面， 开展国家卫星互联网星座、千帆星座、各类新型应用卫星星座建设。新型卫星研制方面，研发一批世界 一流的标志性载荷产品，发展新一代平板卫星、软件定义卫星、算力卫星、超低轨卫星等新型卫星。先 进制造能力建设方面，推进增材制造、超精密加工、一体化成型等先进制造技术应用，提升柔性化、智 能化、规模化生产水平，全面满足大规模星座建设需要。 中国商业航天将实施产业基础设施补强工程。补齐发射、回收、测运控等环节的短板。开展海南、东部 沿海、酒泉等地商业发射新工位或新发射场建设，形成互补协同的商业发射场体系。建设智能化陆上、 海上着陆场和搜救回收力量。 ...

Group 1 - The China Academy of Launch Vehicle Technology announced the establishment of the country's first commercial aerospace common test platform, aiming to drive the development of the commercial aerospace industry through "technological breakthroughs + full-chain service guarantees" [1] - According to Huolong Securities, the global space race will enter a heated "new space race" era by 2025, with 2026 expected to be a breakout year for the commercial aerospace industry due to a combination of policy, technology, and industry catalysts [1] - The China Satellite Industry Index (931594) rose by 1.04% as of January 29, 2026, with component stocks such as Hailanxin up by 4.12% and Guobo Electronics up by 3.40% [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Satellite Industry Index (931594) include China Satellite, Aerospace Electronics, China Satcom, and others, collectively accounting for 63.64% of the index [2]

Core Viewpoint - Beidou Xingtong is expected to report a net profit loss of 230-290 million yuan for 2025, indicating a narrowing of losses compared to 350 million yuan in the previous year, but suggesting the company may face two consecutive years of losses [1][3] Financial Performance - The company's core product lines, including chip modules and antennas, have seen significant revenue growth due to surging demand in emerging fields such as lawn mowers, smart driving, and consumer electronics [1][3] - Following the strategic acquisition of Shenzhen Tianli, the vehicle-mounted antenna business has rapidly taken off, contributing to increased revenue and profit [1][3] Investment and Costs - The company invested 430 million yuan in R&D for the year, primarily focused on integrated cloud chip technology [5] - A goodwill impairment of approximately 150 million yuan was recognized due to the acquisition of Shenzhen Tianli, alongside a strategic contraction of the special equipment business, which saw a significant decline in revenue compared to the previous year [5] Cash Flow and Management - Beidou Xingtong's cash flow situation has improved, with a net cash flow from operating activities of 318 million yuan in the first three quarters of 2025, a significant turnaround from the previous year [2][5] - The company has emphasized strengthening credit and inventory management, with inventory management now included as a key performance metric to maintain stable cash flow [2][5] Strategic Outlook - Despite facing short-term profit pressures, the explosive potential of new businesses and the company's commitment to strategic transformation provide long-term value support [2][5] - The ability of this established company to transition from a hardware supplier to a location data service provider amid the satellite navigation industry's shift towards a "service economy" will be a focal point for capital markets [2][6]

Group 1 - The core viewpoint of the news highlights the advancements in China's commercial aerospace sector, particularly the timelines and differentiated paths for the development of reusable rockets, with 2026 being a pivotal year for technology validation [1] - Key figures from major companies, including Zhang Xiaodong from Blue Arrow Aerospace and Li Jun from Star River Power, presented updates on their respective rocket projects, indicating a collaborative effort towards achieving reusable rocket technology [1] - The report from Western Securities emphasizes that the global commercial aerospace industry is transitioning from "single satellite tests" to "constellation networks," with China's satellite deployment currently at only about 1% completion [1] Group 2 - The Satellite ETF Penghua closely tracks the CSI Satellite Industry Index, which includes 50 listed companies involved in satellite manufacturing, launching, communication, navigation, and remote sensing, reflecting the overall performance of the satellite industry [2] - As of December 31, 2025, the top ten weighted stocks in the CSI Satellite Industry Index account for 63.64% of the index, with major companies including China Satellite, Aerospace Electronics, and China Satcom [2]

证券日报网讯1月23日，北斗星通（002151）在互动平台回答投资者提问时表示，部分低轨卫星上有用 到公司的陶瓷元器件，目前处于试验卫星阶段，数量是个位数，研发方向上提供满足客户指标和成本要 求的产品。 ...