金融界7月1日消息，A股三大指数收盘涨跌不一，中证高端装备细分50指数 (高装细分50，931521)下跌 0.76%，报2678.27点，成交额394.87亿元。 数据统计显示，中证高端装备细分50指数近一个月上涨9.78%，近三个月上涨10.73%，年至今上涨 10.78%。 据了解，中证高端装备细分50指数选取50只涉及航空航天装备制造、航空动力及控制系统、微波雷达、 卫星导航、光电红外、通信设备、电子元器件、信息安全、航空航天材料等业务的代表性上市公司证券 作为指数样本，以反映航空航天等高端装备细分领域上市公司证券的整体表现。该指数以2012年12月31 日为基日，以1000.0点为基点。 从中证高端装备细分50指数持仓样本的行业来看，工业占比73.63%、原材料占比10.44%、通信服务占 比8.17%、信息技术占比7.76%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数 ...

1 证券代码：002465 证券简称：海格通信 公告编号：2025-038 号 广州海格通信集团股份有限公司 关于回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 广州海格通信集团股份有限公司（以下简称"公司"）分别于 2025 年 3 月 28 日召开第六届董事会第二十六次会议、2025 年 4 月 25 日召开 2024 年年度股 东大会，审议通过了《关于回购公司股份方案的议案》，公司将使用自有资金和 回购专项贷款以集中竞价交易方式回购公司部分社会公众股股份，用于员工持股 计划或者股权激励。本次回购金额不低于人民币 20,000 万元（含），且不超过人 民币 40,000 万元（含），回购价格不超过人民币 17.60 元/股（含），具体回购股 份数量以回购完毕或回购实施期限届满时实际回购的股份数量为准。回购股份的 实施期限自公司股东大会审议通过回购股份方案之日起不超过 12 个月。详见公 司分别于 2025 年 3 月 29 日、2025 年 4 月 26 日披露在《中国证券报》《证券时 报》《证券日报》《上海证券报》和巨潮资讯网（w ...

本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 证券代码：002465 证券简称：海格通信 公告编号： 2025-037 号 广州海格通信集团股份有限公司 2025 年第二次临时股东大会决议公告 特别提示： 1、本次股东大会无否决提案的情况； 2、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开情况 广州海格通信集团股份有限公司（以下简称"公司"）于 2025 年 6 月 11 日在《中 国 证 券 报 》《 证 券 时 报 》《 证 券 日 报 》《 上 海 证 券 报 》 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）披露了《关于召开 2025 年第二次临时股东大会的通知》（公 告编号：2025-036 号）。 （一）会议召开时间 1、现场会议时间：2025 年 6 月 27 日（星期五）下午 14:30 2、网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为：2025 年 6 月 27 日的交易时间，即 9:15-9:25，9:30-11:30 和 13:00-15:00；通过深圳证券交易 所互联 ...

北京市天元（广州）律师事务所 关于广州海格通信集团股份有限公司 2025 年第二次临时股东大会之 法律意见 穗天股字（2025）第009号 致：广州海格通信集团股份有限公司 广州海格通信集团股份有限公司（以下简称"公司"或"海格通信"）2025 年 第二次临时股东大会（以下简称"本次股东大会"）采取现场投票与网络投票相结 合的方式，现场会议于 2025 年 6 月 27 日 14 时 30 分在广东省广州市高新技术产 业开发区科学城海云路 88 号海格通信产业园模拟器三楼会议中心召开。北京市 天元（广州）律师事务所（以下简称"本所"）接受公司聘任，指派本所律师参加 本次股东大会现场会议，并根据《中华人民共和国公司法》（以下简称《" 公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规则》 （以下简称"《股东会规则》"）以及《广州海格通信集团股份有限公司章程》（以 下简称"《公司章程》"）等有关规定，对本次股东大会的召集、召开程序、出席 会议人员资格、召集人资格、表决程序及表决结果等事项进行见证并出具本法律 意见。 二零二五年六月 地址：广东省广州市天河区珠江新城珠江东路 6 ...

卫星互联网行业运载火箭深度报告（二） 火箭总运力提升拐点已至，建议关注相关产业链进展 2025 年 06 月 26 日 ➢ 在政策的准入及推动下，运载火箭商业化趋势显著。一方面我国火箭"国家 队"积极推进旗下商业火箭公司成立，包括一院牵头的长征火箭有限公司和八院 牵头的航天科技集团商业火箭公司；另一方面，近年来我国民营火箭发射次数占 比提升，24 年民营火箭公司执行 12 次发射任务，占比达到 17.65%。然而受运 力和可靠性限制，目前我国大型星座仍采用长征系列火箭执行任务，其中长八改、 长十二相继首飞成功、海南商发双工位相继完成首秀，实现了低轨商业卫星星座 发射需求下新工位、新火箭、新机制、新团队的验证闭环，为后续发射频率提升 奠定了坚实基础。 ➢ 我们认为 25 年是我国商业火箭真正拐点。首先我国火箭发射工位的数量及 效率正在提升，我国两个商业航天发射场海南商发、东方航天港都已投入使用， 尤其是近期机制跑通的海南商发 1 号、2 号液体火箭发射工位共具备年 32 发发 射能力，相比传统发射场有较大提升。我国还有众多在建、在规划发射工位，将 形成"沿海+内陆"的互补发射网络。其次，25、26 年是我国民营 ...

Market Performance - The brain-computer interface concept declined by 1.40%, ranking among the top declines in concept sectors, with major declines seen in Rongtai Health, Beiqing Song, and Innovation Medical [1] - The top gainers in the sector included Jihua Group, Dongfang Zhongke, and Yanshan Technology, which rose by 1.57%, 0.38%, and 0.37% respectively [1] Concept Sector Overview - The leading concept sectors for the day included: - Military Equipment Restructuring: +8.73% - Electronic ID: +2.89% - Domestic Aircraft Carrier: +2.19% - Military Informationization: +2.05% - Brain-Computer Interface: -1.40% [2] Fund Flow Analysis - The brain-computer interface sector experienced a net outflow of 940 million yuan, with 27 stocks seeing net outflows, and 5 stocks exceeding 50 million yuan in outflows [2] - The stock with the highest net outflow was ST Huatuo, with a net outflow of 309 million yuan, followed by Hanwei Technology, Innovation Medical, and Tom Cat with net outflows of 109 million yuan, 63 million yuan, and 58 million yuan respectively [2] Individual Stock Performance - The stocks with the highest net outflows in the brain-computer interface sector included: - ST Huatuo: -2.51%, turnover rate 2.25%, net outflow 30.89 million yuan - Hanwei Technology: -2.03%, turnover rate 11.85%, net outflow 10.94 million yuan - Innovation Medical: -4.28%, turnover rate 17.95%, net outflow 6.31 million yuan [3]

Investment Rating - The report maintains an investment rating of "Outperform the Market" for the telecommunications industry [1]. Core Insights - The NTN (Non-Terrestrial Network) industry chain is maturing rapidly, with ground infrastructure poised for significant development. The MWC Shanghai 2025 highlighted satellite internet as a key focus, presenting at least three catalysts and investment opportunities for the sector [2][15]. - The next-generation low Earth orbit (LEO) constellation design is nearly mature, with domestic projects like Qianfan, State Grid, Hongyan, and Tianqi starting to form. The NTN architecture is becoming mainstream, benefiting major 5G equipment manufacturers such as Huawei, ZTE, and others [3][16]. - As the trial commercial use of low Earth orbit constellations approaches, ground infrastructure will see accelerated growth. The low Earth satellite communication system in China is expected to enter public testing this year, with consumer-level satellite networking anticipated in the second half of the year [4][17]. Summary by Sections 1. Weekly Viewpoint and Investment Suggestions - The NTN industry is expected to benefit from the upcoming commercial trials of low Earth orbit satellites, with significant opportunities in ground infrastructure and satellite payloads [15][17]. - Key companies to watch include: - Low Earth Satellite Payload: Xinke Mobile, Fenghuo Communication, ZTE, Tongyu Communication, Jingxin Communication, and others [20]. - Low Earth Ground Infrastructure: Changjiang Communication, Zhenyou Technology, Xinke Mobile, China Tower, and others [20]. - Super Node Communication: Zhongji Xuchuang, Xinyi Sheng, Wolong Nuclear Materials, and others [20]. 2. Market Overview - The telecommunications index rose by 1.58% during the week of June 16-20, 2025, while major indices like the Shanghai Composite Index and Shenzhen Component Index saw declines [8][18]. - The top-performing sectors included optical modules (+9.6%), optical cables (+8.2%), and liquid cooling (+3.8%) [8][18]. 3. Company Performance - Notable stock performances included Longfly Fiber (+15.10%), Yuanjie Technology (+12.06%), and others leading in gains, while Zhenyou Technology and others faced significant declines [34][36].

Core Viewpoint - The MIMO antenna market is experiencing significant growth driven by the commercialization of 5G technology and the increasing demand for high-gain, low-loss, and wideband antennas, particularly in emerging fields like IoT and V2X [1][11]. MIMO Antenna Industry Overview - MIMO antennas utilize multiple antennas at both the transmitter and receiver ends to enhance signal transmission through spatial multiplexing and diversity techniques, offering advantages over traditional single-antenna systems [3][4]. - The MIMO technology is categorized into Single User MIMO (SU-MIMO) and Multi User MIMO (MU-MIMO), with the latter becoming increasingly important due to the growing demand for multi-user data transmission [4][5]. MIMO Antenna Industry Development Status - The global MIMO antenna market is projected to reach $2 billion by 2024 and grow to $3.92 billion by 2031, with a compound annual growth rate (CAGR) of 10.1% [1][11]. - The Asia-Pacific region, particularly China, is a significant consumer market for MIMO antennas, driven by the development of 5G communication technologies [1][11]. MIMO Antenna Industry Competitive Landscape - Major international players dominate the MIMO antenna market due to their extensive product lines and advanced technologies, while domestic companies are rapidly emerging through increased R&D investments [13][14]. - Key companies in the industry include Huawei Technologies, ZTE Corporation, and China Mobile, among others [13][14]. MIMO Antenna Industry Development Trends - The number of MIMO antennas is expected to increase significantly, evolving from configurations like 2T2R and 4T4R to larger scales such as 64T64R and 128T128R to enhance system capacity and spectrum utilization [18]. - Integration with millimeter-wave technology is anticipated to improve data transmission rates while addressing propagation loss issues [19]. - Miniaturization of MIMO antennas is crucial as mobile devices continue to shrink in size, with innovations like ultra-wideband MIMO antennas being developed to maintain performance while reducing dimensions [21].

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PET铜箔 | 2.09 | 可燃冰 | -4.14 | | 光刻胶 | 1.45 | 脑机接口 | -3.34 | | BC电池 | 1.13 | 短剧游戏 | -3.07 | | 钙钛矿电池 | 1.06 | 智谱AI | -3.06 | | 航运概念 | 1.02 | 快手概念 | -2.99 | | 白酒概念 | 0.83 | MLOps概念 | -2.97 | | 兵装重组概念 | 0.80 | 华为盘古 | -2.80 | | 先进封装 | 0.79 | 财税数字化 | -2.79 | | 石墨电极 | 0.65 | 云办公 | -2.66 | | 低辐射玻璃(Low-E) | 0.64 | 小红书概念 | -2.53 | 资金面上看，今日脑机接口概念板块获主力资金净流出5.46亿元，其中，23股获主力资金净流出，7股 主力资金净流出超3000万元，净流出资金居首的是汉威科技，今日主力资金净流出1.33亿元，净流出资 金居前的还有创新医疗、汤姆猫、诚 ...

Group 1 - The brain-computer interface concept sector saw a significant increase of 6.63%, ranking first among concept sectors, with 28 stocks rising, including Beiyikang at a 30% limit up and Aipeng Medical at a 20% limit up [1][2] - Notable gainers in the sector included Jihua Group, Qisheng Technology, and Nanjing Panda, all reaching their daily limit up, while Haige Communication and Junpu Intelligent were among the few decliners [1][2] - The brain-computer interface sector attracted a net inflow of 838 million yuan from main funds, with 18 stocks receiving net inflows, and six stocks exceeding 100 million yuan in net inflows, led by Yanshan Technology with 380 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Innovation Medical, Nanjing Panda, and Aipeng Medical, with net inflow ratios of 50.42%, 49.20%, and 36.76% respectively [3] - The trading performance of key stocks in the brain-computer interface sector showed significant daily changes, with Yanshan Technology rising by 7.49% and Aipeng Medical by 19.99% [3][4] - The overall market sentiment in the brain-computer interface sector was positive, contrasting with declines in other sectors such as recombinant proteins and weight loss drugs, which fell by 2.05% and 2.02% respectively [2][4]