天眼查商业履历信息显示，广州海格通信集团股份有限公司，成立于2000年，位于广州市，是一家以从 事研究和试验发展为主的企业。企业注册资本248183.3948万人民币，实缴资本24750.651万人民币。公 司法定代表人为余青松。 通过天眼查大数据分析，广州海格通信集团股份有限公司共对外投资了29家企业，参与招投标项目1772 次，知识产权方面有商标信息55条，专利信息928条，此外企业还拥有行政许可63个。 来源：金融界 金融界消息 截至2025年7月31日收盘，海格通信（002465）报收于13.24元，上涨0.08%，换手率 3.26%，成交量80.83万手，成交金额10.78亿元。 资金流向方面，今日主力资金净流入1609.85万元，占比成交额1.49%。其中，超大单净流入1416.52万 元、占成交额1.31%，大单净流入193.33万元、占成交额0.18%，中单净流出流出3631.80万元、占成交 额3.37%，小单净流入2021.95万元、占成交额1.88%。 海格通信最新一期业绩显示，截至2025一季报，公司营业总收入10.40亿元、同比减少9.15%，归属净利 润4558.88万元，同比增长 ...

Group 1 - Iran is planning to migrate its positioning services from GPS to China's BeiDou navigation system, emphasizing its advanced architecture and high positioning accuracy, particularly in Asia [1] - The BeiDou system has been recognized as a core global satellite navigation system by the United Nations, with extensive international cooperation agreements and product exports to over 140 countries [1] - The development of BeiDou is entering a critical phase of marketization, industrialization, and internationalization, supported by a three-step construction plan [1][2] Group 2 - The low Earth orbit satellite constellation plan is progressing, with BeiDou technology making breakthroughs and establishing a solid infrastructure for high-precision positioning and spatiotemporal data industries [2] - The "Star Network + BeiDou" framework is expected to form a benchmark technical support system for spatiotemporal data elements [2] Group 3 - Companies involved in BeiDou high-precision navigation chips include Haige Communication, BeiDou Star, and Zhenxin Technology [3] - High-precision time synchronization is provided by Tianao Electronics, while various companies are engaged in boards/terminals and spatiotemporal applications [3]

数据来源：天眼查APP 证券之星消息，根据天眼查APP数据整理，近日，广州海格防务技术有限公司成立，法定代表人为邓 珂，注册资本1000万元，经营范围包含：工程和技术研究和试验发展;电子(气)物理设备及其他电子设备 制造;通信设备制造;通信设备销售;导航终端制造;导航终端销售;智能控制系统集成;电机及其控制系统研 发;火箭控制系统研发;雷达及配套设备制造;太赫兹检测技术研发;光学仪器制造;光学仪器销售;智能无人 飞行器制造;智能无人飞行器销售;计算机软硬件及外围设备制造;计算机软硬件及辅助设备零售;计算机 系统服务;信息系统集成服务;软件开发;技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广;货物进出口;技术进出口。天眼查APP股权穿透显示，该公司由海格通信、西安征途防务技术合伙企 业(有限合伙)、西安深瞳智控技术有限公司共同持股。 ...

Core Viewpoint - The China Securities Index for Aerospace and Military Industry (空天军工指数) has shown significant growth, with a 1.32% increase on the day reported, and notable gains over the past month, three months, and year-to-date [1]. Group 1: Index Performance - The China Securities Aerospace and Military Industry Index rose by 1.32% to 2227.18 points, with a trading volume of 27.607 billion [1]. - Over the past month, the index has increased by 8.99%, by 19.70% over the last three months, and by 14.25% year-to-date [1]. Group 2: Index Composition - The index includes leading companies related to the aerospace and military strategy, covering sectors such as aircraft, power and control systems, early warning systems, weapon systems, C4ISR systems, military digitalization, and aerospace materials [1]. - The top ten weighted companies in the index are: AVIC Shenyang Aircraft (9.45%), Aero Engine Corporation of China (7.41%), AVIC Optoelectronics (6.42%), AVIC Xi'an Aircraft (5.33%), Philihua (4.5%), AVIC Aircraft (3.9%), Aerospace Electronics (3.56%), Haige Communications (3.43%), AVIC Chengfei (3.34%), and Western Superconducting (3.23%) [1]. Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shanghai Stock Exchange (56.17%) and Shenzhen Stock Exchange (43.83%) [2]. - The industry composition of the index includes: Industrial sector (71.88%), Materials (14.41%), Information Technology (7.72%), and Communication Services (5.99%) [2]. Group 4: Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]. - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]. Group 5: Related Investment Funds - Public funds tracking the aerospace and military industry include: Penghua China Securities Aerospace and Military Industry C and Penghua China Securities Aerospace and Military Industry A [3].

格隆汇7月29日丨海格通信(002465.SZ)于投资者互动平台表示，截至目前，公司未直接参与雅江水电站 建设。 ...

Core Viewpoint - The company is actively expanding its international market presence and integrating into the "Belt and Road" initiative, focusing on customer resource development and exploring the potential of various business segments [1] Group 1 - The company has military and dual-use products and is inquiring about their export status [1] - The company emphasizes its commitment to international market expansion and customer resource development [1] - The company advises stakeholders to refer to publicly disclosed information for operational details [1]

Group 1 - The Terahertz concept sector increased by 2.62%, ranking fifth among concept sectors, with 18 stocks rising, including ShuoBeide which hit a 20% limit up [1] - Leading stocks in the Terahertz sector included Shaanxi Huada, Leike Defense, and Taihao Technology, which rose by 4.92%, 3.85%, and 3.61% respectively [1] - The sector experienced a net inflow of 1.023 billion yuan from main funds, with 11 stocks receiving net inflows, and 5 stocks exceeding 50 million yuan in net inflow [2] Group 2 - ShuoBeide led the net inflow with 833 million yuan, followed by ZTE Communications, Haige Communications, and Tianhai Defense with net inflows of 135 million yuan, 114 million yuan, and 76.79 million yuan respectively [2] - The net inflow ratios for ShuoBeide, Leike Defense, and Haige Communications were 26.89%, 10.30%, and 9.03% respectively [3] - The trading volume and turnover rates for leading stocks in the Terahertz sector were significant, with ShuoBeide showing a turnover rate of 39.04% [3]

Group 1 - The core viewpoint indicates that the high-end equipment sector is experiencing significant growth, with the CSI High-End Equipment Sub-Index rising by 1.43% as of July 28, 2025, and notable individual stocks like Optoelectronics Co. and Gaode Infrared seeing substantial gains [1][2] - The high-end equipment ETF (159638) has shown a strong performance, with a recent increase of 1.36%, marking its third consecutive rise, and a total trading volume of 20.92 million yuan [1] - Over the past year, the high-end equipment ETF has achieved a net value increase of 34.71%, with the highest monthly return recorded at 19.30% since its inception [1] Group 2 - The military industry is showing strong performance, with 67 companies reporting their 2025 semi-annual earnings forecasts, of which 41 are expected to see profit increases, while 26 anticipate declines [1][2] - The military sector's valuation has reached a new level compared to the end of 2024, indicating a broad upward potential with limited downside risk [2] - The top ten weighted stocks in the CSI High-End Equipment Sub-Index account for 45.22% of the index, with significant contributors including AVIC Shenyang Aircraft, Aero Engine Corporation, and AVIC Optoelectronics [2][4]

Investment Rating - Industry rating: Recommended [4] Core Insights - The report emphasizes the importance of open and shared AI capabilities, highlighting the ongoing growth in the AI sector and the potential for significant investment opportunities in related companies [6][7] - The satellite internet sector is experiencing rapid development, with advancements in satellite constellations leading to increased communication capacity and reduced latency, alongside emerging applications in mobile broadband and intelligent driving systems [8][10] Summary by Sections AI and Computing Power - The AI sector is expected to maintain high growth due to strong overseas performance and elevated guidance, with short-term recommendations for companies benefiting from potential easing of chip bans, including Unisplendour, ZTE, and others [7][11] - Long-term growth in the computing power industry is anticipated, driven by advancements in inference computing and model upgrades, with key beneficiaries identified as NewEase, Zhongji Xuchuang, and Tianfu Communication [7][11] Satellite Internet Development - The report notes a significant service interruption of Starlink for approximately 2.5 hours, affecting tens of thousands of users globally, while also highlighting ongoing breakthroughs in domestic inter-satellite laser communication [8][10] - Continuous recommendations for companies like Haige Communication and related beneficiaries such as Zhenlei Technology and Shanghai Hanhua are made, reflecting the robust growth in the satellite internet market [8][10] Communication Infrastructure - The report identifies key players in the communication infrastructure sector, including major operators like China Mobile, China Telecom, and China Unicom, as well as equipment manufacturers such as ZTE and Unisplendour [11][12] - Recommendations extend to companies involved in optical network upgrades and edge computing, with specific mentions of optical module manufacturers and edge security firms [11][12]

| 300227 | 光韵达 | -2.41 | 3.97 | -2753.92 | | --- | --- | --- | --- | --- | | 300471 | 厚普股份 | -3.46 | 5.10 | -2461.93 | | 300719 | 安达维尔 | -3.07 | 5.15 | -2367.88 | | 002179 | 中航光电 | -0.79 | 0.76 | -2233.56 | | 600765 | 中航重机 | -1.34 | 1.41 | -1772.20 | | 000571 | 新大洲A | -3.25 | 2.48 | -1576.68 | | 300733 | 西菱动力 | -1.82 | 2.18 | -1568.87 | | 688033 | 天宜新材 | -2.65 | 3.01 | -1331.98 | | 002520 | 日发精机 | -2.40 | 5.35 | -1303.17 | | 301289 | 国缆检测 | -2.48 | 2.39 | -929.80 | | 300447 | 全信股份 | -2.90 | 11.68 | -861.65 ...