（文章来源：证券日报） 证券日报网讯 12月5日，四维图新在互动平台回答投资者提问时表示，公司芯片全年销量请详见公司后 续披露的定期报告。 ...

证券日报网讯12月5日，四维图新（002405）在互动平台回答投资者提问时表示，杰发科技获多家两轮 车主机厂定点，并已开始量产落地。 ...

证券日报网讯 12月5日，四维图新在互动平台回答投资者提问时表示，公司已获得鉴智机器人签发的购 股权证。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 12月5日，四维图新在互动平台回答投资者提问时表示，对公司业绩有显著影响的订单， 公司会及时和大家分享。 ...

他强调："我们关注的焦点不应该仅仅是AI技术本身，而更应该关注这些使用AI的人。是这些'人'赋予 了技术温度，决定了技术落地的深度。真正的变革源自一线，来自那些主动学习新工具、深入业务探索 解决方案的'效率先锋'。 针对当前处于AI时代初期的现状，谢欣则指出，许多企业内的效率先锋是在利用业余时间、冒着失败 的风险进行探索。因此，为了肯定这种"明知不确定，依然去探索"的精神，飞书提出"AI年终奖"概念， 主张在物质层面给予先行者实实在在的回报。 据悉，与传统奖金不同，该奖项除现金形式外，还包含了高级AI算力配额，旨在为员工提供持续创新 的"数字化弹药"，推动AI在中国企业的深入落地。 同时，飞书还宣布了"精神加冕"计划，从12月起更新其在全国核心城市的机场广告内容，主角是本次大 赛中脱颖而出的普通职场人。 日前，2025飞书AI效率先锋全国大赛决赛落下帷幕。鉴于AI技术呈爆发式增长，飞书CEO谢欣在大赛 上呼吁行业将关注焦点从技术参数转向鲜活个体，同时宣布联合三十余家企业，共同发起为员工颁 发"AI年终奖"的倡议。 倡议的背后，是商业世界正在发生的一场深刻变革。如今，AI不再仅仅是提升效率的辅助工具，而是 能够 ...

每经AI快讯，有投资者在投资者互动平台提问：请问两轮电动车新国标的实施，是否会加速贵司杰发 的出货量？贵司在这一块的增长势头是否强劲？ 四维图新（002405.SZ）12月5日在投资者互动平台表示，杰发科技获多家两轮车主机厂定点，并已开始 量产落地。 （文章来源：每日经济新闻） ...

Core Viewpoint - Siwei Tuxin (002405.SZ) has announced through its investor interaction platform that its affiliated company, Liufen Technology, has successfully implemented multiple commercial applications of satellite navigation and positioning systems [1] Group 1: Commercial Applications - Liufen Technology provides real-time high-precision location information for shared bicycles, including Didi Qingju [1] - The company has developed integrated hardware and software positioning terminals for passenger vehicles [1] - Liufen Technology offers positioning solutions for consumer and professional devices, as well as P+V (high-precision positioning service + environmental perception) solutions aimed at low-speed unmanned vehicles [1] - The company has also introduced a solution for embodied intelligent brain - Space X motion capability [1]

Group 1: China Satellite (600118) - China Satellite is a leading player in the domestic satellite manufacturing sector and a key support for the national satellite internet strategy, handling over 50% of domestic low-orbit communication satellite orders [1][20] - The company has a monopoly advantage in small and micro-satellite platform technology, with products covering optical remote sensing, communication, and navigation [1][20] - It benefits from the increasing density of domestic satellite launches and the acceleration of constellation networking processes [1][20] Group 2: China Satcom (601698) - China Satcom is the only domestic telecom operator with independent satellite communication resources, managing multiple commercial communication satellites and providing a global satellite communication network [2][21] - The company plays a dominant role in aviation satellite internet services, providing high-speed and stable satellite-ground connectivity for flights [2][21] - Its business model encompasses the entire chain from satellite operation to bandwidth leasing and value-added services, benefiting from the growing demand for satellite bandwidth resources [2][21] Group 3: Shanghai Huguang (603131) - Shanghai Huguang is a core player in the private satellite manufacturing sector, with capabilities in the assembly, integration, and testing (AIT) services for the G60 Qianfan constellation project [3][22] - The company has a production capacity of over 100 satellites annually, supporting the deployment of 15,000 satellites for the Qianfan constellation [3][22] - It leverages advanced welding technology and automation to meet precision manufacturing requirements, achieving a 20% improvement in weld strength compared to traditional methods [3][22] Group 4: Chengchang Technology (001270) - Chengchang Technology is one of the few companies providing complete solutions for satellite internet phased array T/R chips, focusing on GaN, GaAs, and silicon-based processes [4][23] - The company’s products are widely used in various scenarios, achieving international advanced performance levels [4][23] - It benefits from the growing demand for satellite communication chips and the domestic replacement of high-end RF chips [4][23] Group 5: Huali Chuantong (300045) - Huali Chuantong is a core supplier of satellite communication terminals, playing a key role in the satellite communication functionality of Huawei's Mate60 series [5][24] - The company’s products cover satellite communication, BeiDou navigation, and simulation testing, with significant advantages in both military and civilian sectors [5][24] - It is well-positioned to benefit from the increasing penetration of consumer-grade satellite communication terminals [5][24] Group 6: Haige Communication (002465) - Haige Communication has a complete technology system in the low-orbit satellite internet sector, providing integrated solutions from chips to terminals and systems [6][25] - The company is deeply involved in major domestic BeiDou navigation and satellite internet projects, with a strong customer base in military satellite communication [6][25] - It is positioned to benefit from the dual growth of military and civilian markets through its collaborative development model [6][25] Group 7: Qian Zhao Optoelectronics (300102) - Qian Zhao Optoelectronics is a leading supplier of gallium arsenide solar cells in the commercial aerospace sector, holding over 50% market share [7][26] - The company has achieved vertical integration from gallium arsenide epitaxial wafers to chips, with products suitable for extreme space environments [7][26] - It benefits from the increasing satellite launch volumes and the growth of the commercial aerospace industry [7][26] Group 8: Aerospace Electronics (600879) - Aerospace Electronics specializes in providing key electronic devices and control systems for satellites and rockets, serving as a core support for the aerospace industry [8][27] - The company has a strong technical reserve in inter-satellite links and high-precision measurement and control [8][27] - It is positioned to benefit from the rapid development of commercial aerospace and the increasing demand for aerospace equipment [8][27] Group 9: Zhenlei Technology (688270) - Zhenlei Technology is a core supplier in the satellite internet chip sector, with a market share exceeding 40% in satellite RF chips and power management chips [9][28] - The company has achieved breakthroughs in high-end chip domestic production, with reliability and performance reaching international standards [9][28] - It is well-positioned to benefit from the demand for satellite internet core components and the domestic replacement of imported products [9][28] Group 10: Guobo Electronics (688375) - Guobo Electronics is a leading company in the satellite phased array T/R component sector, focusing on the development of compound semiconductor devices [10][29] - The company has a complete technical system for the design, manufacturing, and testing of phased array T/R components [10][29] - It is positioned to benefit from the growing demand for high-frequency communication in satellite applications [10][29] Group 11: Zhongke Xingtou (688568) - Zhongke Xingtou is a leader in satellite remote sensing data processing and visualization, providing critical data support for satellite internet applications [11][30] - The company has a full-chain technology for satellite remote sensing data acquisition, processing, analysis, and visualization [11][30] - It is positioned to benefit from the explosion of satellite remote sensing data and the digital transformation of industries [11][30] Group 12: Siwei Tuxin (002405) - Siwei Tuxin is a leader in high-precision mapping and positioning navigation, providing integrated solutions for satellite internet applications in smart driving [12][31] - The company has a leading high-precision map database and core technology for BeiDou navigation [12][31] - It is positioned to benefit from the integration of satellite positioning technology and map data in the automotive sector [12][31] Group 13: Shanghai Huanxun (300762) - Shanghai Huanxun is a core enterprise in the military communication and satellite internet integration sector, serving as the exclusive payload supplier for the G60 Qianfan constellation [13][32] - The company has developed core technologies for 6G communication, enhancing frequency utilization and anti-interference capabilities [13][32] - It is positioned to benefit from the dual growth of military and civilian satellite communication markets [13][32] Group 14: Obit (300053) - Obit specializes in the development and production of core electronic devices for satellites, adapting to the trends of satellite miniaturization and lightweight [14][33] - The company’s products are widely used in various satellites and spacecraft, ensuring stable operation in orbit [14][33] - It is positioned to benefit from the increasing demand for satellite electronic products as commercial satellite launches rise [14][33] Group 15: Aerospace Hanyu (688523) - Aerospace Hanyu focuses on the development and production of structural components and electronic devices for satellites and rockets, serving as a key support for the aerospace industry [15][34] - The company has a complete capability from product design to mass production, meeting high reliability and precision manufacturing requirements [15][34] - It is positioned to benefit from the acceleration of satellite networking and the increasing launch density of rockets [15][34] Group 16: Tongyu Communication (002792) - Tongyu Communication is a leading company in the satellite communication antenna sector, focusing on the development of antennas for satellite and mobile communication [16][35] - The company has a complete capability from antenna design to testing, with products applied in various satellite communication projects [16][35] - It is positioned to benefit from the construction of ground facilities for satellite internet and the upgrading of communication equipment [16][35] Group 17: Tianyin Electromechanical (300342) - Tianyin Electromechanical is a core supplier of satellite attitude control system components, playing a significant role in commercial satellite systems [17][36] - The company’s products ensure stable satellite attitude and energy supply, with applications in various commercial satellites [17][36] - It is positioned to benefit from the increasing demand for attitude control system components as satellite launches rise [17][36]

Core Insights - The satellite communication sector experienced a significant surge on December 4, with the satellite industry ETF (159218) rising by 3.36% and achieving a trading volume of approximately 1.3 billion, surpassing the previous day's total trading volume [1][2] - The successful maiden flight of the ZQ-3 reusable rocket by Blue Arrow Aerospace is seen as a pivotal moment for China's commercial space industry, marking the beginning of a new era in reusable rocket technology [1][2] - The establishment of a dedicated Commercial Space Administration by the National Space Administration signifies a commitment to fostering high-quality development in China's commercial space sector, which is expected to benefit the entire industry chain [1] Industry Developments - The domestic satellite launch capacity has significantly improved, leading to an accelerated expectation for satellite launch schedules and performance realization, boosting confidence in the growth potential of the satellite manufacturing sector [2] - Since July, clear policy, technological, and capital turning points in commercial space have propelled the industry into a rapid development phase, with major projects like the giant constellation satellite network progressing smoothly [2] - The satellite industry ETF (159218) serves as a key investment vehicle for exposure to the satellite sector, tracking a diverse range of companies across satellite manufacturing, launching, and navigation communication applications, with a remarkable 395.41% increase in shares this year [2]

Core Viewpoint - The company is actively engaging in overseas data compliance and high-precision positioning services in Europe to support automotive enterprises expanding internationally [2] Group 1 - The company has confirmed its involvement in providing overseas data compliance and high-precision positioning services [2] - The services are aimed at supporting automotive companies that are venturing into international markets [2] - Specific order information will be disclosed by the company as per their reporting standards [2]