（编辑 王雪儿） 证券日报网讯 2月10日，海格通信发布公告称，天健所作为公司2025年度财务报表和2025年末财务报告 内部控制审计机构，原委派王建甫作为公司2025年度财务报表审计报告和2025年末财务报告内部控制审 计报告的项目质量复核人。由于天健所内部工作调整，现委派曹博接替王建甫作为项目质量复核人。变 更后的项目质量复核人为曹博。 ...

证券代码：002465 证券简称：海格通信 公告编号：2026-011 号 广州海格通信集团股份有限公司 关于审计机构变更项目质量复核人的公告 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"）于 2025 年 3 月 27 日 召开第六届董事会第二十五次会议，2025 年 4 月 25 日召开 2024 年年度股东大会， 审议通过了《关于续聘会计师事务所的议案》，同意续聘天健会计师事务所（特殊 普通合伙）（以下简称"天健所"）为公司 2025 年度财务审计机构和内部控制审计 机构。具体内容详见公司于 2025 年 3 月 29 日、2025 年 4 月 26 日在《中国证券报》 《证券时报》《证券日报》《上海证券报》和巨潮资讯网披露的《关于拟续聘会计 师事务所的公告》（公告编号：2025-015 号）、《2024 年年度股东大会决议公告》（公 告编号：2025-022 号）。 近日，公司收到天健所出具的《关于变更项目质量复核人的函》，现将具体情 况公告如下： 一、项目质量复核人变更情况 天健所作为公司 2025 ...

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]

Group 1: Innovation in Medical Technology - Innovation Medical (002173) has established itself in the medical service sector, focusing on brain-computer interface (BCI) technology for clinical applications, particularly in neuro-rehabilitation and cardiovascular treatment [1][20] - The company's BCI-4000 product is in Phase III clinical trials, utilizing invasive electrodes to collect brain signals for device control, aiding rehabilitation for high-level paraplegics [1][20] - With the implementation of insurance reimbursement policies for BCI, the clinical transition process is expected to accelerate, potentially leading to significant growth in the neuro-rehabilitation business [1][20] Group 2: Digital Entertainment and AI Integration - Talking Tom (300459) leverages its popular IPs in digital entertainment and is actively exploring the integration of AI with brain-computer interfaces to create immersive interactive experiences [2][21] - The core business includes IP operation, mobile app development, and digital content creation, focusing on leisure and children's education [2][21] - The company aims to develop brain-controlled games and immersive entertainment applications, enhancing user engagement and monetization capabilities [2][21] Group 3: Precision Components in Medical Devices - Meihua Medical (301363) specializes in manufacturing precision medical components, providing essential support to global medical device companies, and has recently entered the brain-computer interface supply chain [3][22] - The company produces components for cardiovascular and neuro-interventional devices, including precision structural parts for BCI equipment [3][22] - As demand for BCI devices increases, the company anticipates a steady growth in orders for precision components, enhancing collaboration with BCI firms [3][22] Group 4: AI and Brain-Computer Interface Algorithms - Yanshan Technology (002195) focuses on brain-like intelligence and AI, with a strong emphasis on developing neural signal decoding algorithms for brain-computer interfaces [4][23] - The company aims to optimize brain signal decoding efficiency through AI algorithms, enhancing the precision control capabilities of BCI devices [4][23] - As the demand for algorithm precision in BCI increases, the company expects growth in algorithm licensing and system integration services [4][23] Group 5: Network Solutions for Brain-Computer Interfaces - StarNet Ruijie (002396) is a leading provider of network equipment and solutions, exploring network support solutions for brain-computer interface applications [5][25] - The company offers high-speed data transmission and processing solutions for BCI devices, facilitating real-time brain signal transmission and cloud analysis [5][25] - With the rising demand for data transmission efficiency in BCI, the company anticipates continued growth in high-speed network equipment demand [5][25] Group 6: Pain Management and Neuroregulation - Aipeng Medical (300753) specializes in pain management and neuroregulation, exploring the application of brain-computer interfaces in postoperative pain relief and neuro-rehabilitation [6][26] - The company focuses on developing devices for pain management and neuroregulation, aiming to enhance treatment efficiency through brain-computer technology [6][26] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [6][26] Group 7: Security and Identity Verification - Entropy Technology (301330) leverages biometric recognition and identity verification technologies, applying brain-computer interfaces in security and identity authentication [7][27] - The company provides solutions for financial, governmental, and transportation sectors, focusing on the development of BCI applications for secure interactions [7][27] - As the demand for precision and security in identity verification increases, the potential for BCI applications in security will gradually be realized [7][27] Group 8: Smart Control Components and IoT Solutions - Yingqu Technology (002925) specializes in smart control components and IoT solutions, providing essential support for brain-computer interface devices [8][28] - The company serves consumer electronics and smart home sectors, offering smart control components that facilitate intelligent interaction and data collection for BCI devices [8][28] - With the rising demand for intelligent BCI devices, the company expects a continuous increase in orders for smart control components [8][28] Group 9: Precious Metal Materials for BCI Electrodes - Guiyan Platinum (600459) focuses on the research and production of precious metal materials, providing critical materials for brain-computer interface electrodes [9][29] - The company supplies platinum-based alloy materials that enhance the biocompatibility and signal stability of BCI electrodes [9][29] - As the demand for mass production of BCI electrodes increases, the company anticipates a steady growth in orders for precious metal materials [9][29] Group 10: Automotive Applications of Brain-Computer Interfaces - Yachuang Electronics (301099) is exploring the application of brain-computer interfaces in smart driving, focusing on automotive-grade chips and power semiconductors [10][30] - The company aims to implement brain control technology for vehicle operation, opening new possibilities in automotive intelligence [10][30] - As the demand for human-machine interaction in smart driving increases, the potential for BCI applications in the automotive sector will gradually be realized [10][30] Group 11: Industrial Applications of Brain-Computer Interfaces - Zhongke Information (300678) focuses on intelligent monitoring and industrial detection, applying brain-computer interfaces in industrial settings [11][31] - The company aims to utilize brain signals for equipment status monitoring and fault prediction, enhancing industrial efficiency [11][31] - As the demand for monitoring precision in industrial automation increases, the application of BCI in industrial settings is expected to accelerate [11][31] Group 12: Third-Party Testing for BCI Compliance - Puni Testing (300887) is a leading third-party testing organization, providing compliance testing services for brain-computer interface devices [12][32] - The company offers testing for biocompatibility and electromagnetic compatibility, ensuring the safety and compliance of BCI products [12][32] - As the BCI industry matures, the demand for compliance testing services is expected to grow, supporting the healthy development of the industry [12][32] Group 13: Flexible Materials for BCI Devices - Pulit (002324) specializes in the research and production of polymer materials, providing essential flexible packaging materials for brain-computer interface devices [13][33] - The company enhances the durability and biocompatibility of BCI devices through its flexible packaging solutions [13][33] - As the demand for flexible materials in BCI devices increases, the company anticipates a steady growth in orders for packaging materials [13][33] Group 14: Intelligent Equipment and Robotics - Tianqi Co., Ltd. (002009) focuses on intelligent equipment manufacturing and industrial automation, exploring the application of brain-computer interfaces in industrial robotics [14][34] - The company aims to implement brain control technology for precise robotic operation, enhancing manufacturing efficiency [14][34] - As the demand for precision in industrial automation increases, the application of BCI in robotics is expected to accelerate [14][34] Group 15: Medical Rehabilitation and Training - Chengyitong (300430) specializes in pharmaceutical intelligent manufacturing and rehabilitation equipment, exploring the application of brain-computer interfaces in rehabilitation training [15][35] - The company focuses on optimizing rehabilitation plans through brain control technology, enhancing training efficiency [15][35] - As the demand for neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [15][35] Group 16: Military Communication and Navigation - Haige Communication (002465) is a core enterprise in military communication and navigation, providing specialized support for brain-computer interfaces [16][36] - The company offers military communication and data transmission solutions for BCI devices, enhancing interaction in specialized scenarios [16][36] - As the demand for BCI in military applications increases, the need for communication equipment is expected to grow [16][36] Group 17: Smart Terminals and Information Systems - Nanjing Panda (600775) leverages electronic manufacturing and communication technology, exploring the application of brain-computer interfaces in smart terminals [17][37] - The company aims to implement brain control technology for device operation, opening new possibilities in consumer electronics [17][37] - As the demand for interactive methods in smart terminals increases, the potential for BCI applications in consumer electronics will gradually be realized [17][37] Group 18: Biocompatible Coatings for BCI Devices - Taihe Technology (300801) specializes in fine chemicals and water treatment materials, providing essential biocompatible coating materials for brain-computer interface devices [18][38] - The company enhances the safety and durability of BCI devices through its biocompatible coatings [18][38] - As the demand for biocompatibility in BCI devices increases, the company anticipates a steady growth in orders for coating materials [18][38] Group 19: Cardiovascular and Neurointerventional Applications - Lepu Medical (300003) focuses on cardiovascular and neurointerventional fields, exploring the application of brain-computer interfaces in cardiac rehabilitation and neuroregulation [19][39] - The company aims to optimize treatment plans through brain control technology, enhancing rehabilitation efficiency [19][39] - As the demand for cardiovascular and neuro-rehabilitation grows, the application of BCI in medical settings is expected to accelerate [19][39] Group 20: Intelligent Nursing and Patient Monitoring - Yahua Electronics (301337) specializes in medical information systems and intelligent nursing devices, exploring the application of brain-computer interfaces in patient monitoring [20][40] - The company aims to utilize brain signals for real-time patient status monitoring, enhancing medical service efficiency [20][40] - As the demand for precise monitoring in medical services increases, the application of BCI in healthcare settings is expected to accelerate [20][40]

Core Viewpoint - The article discusses the downfall of prominent investor Chen Xiaoqun, who has faced increasing scrutiny and allegations of manipulating the market through "internet trading strategies" after a significant sell-off in mid-January 2026 [1][28]. Group 1: Chen Xiaoqun's Trading Activities - Chen Xiaoqun's trading seat at China Galaxy Securities in Dalian has been frequently involved in selling large amounts of popular stocks, including Jin Feng Technology and Hua Sheng Tian Cheng, leading to significant price drops [1][28]. - In January 2026, the Dalian Huanghe Road seat recorded a cumulative transaction amount of 77.18 billion yuan, with major stocks like Jin Feng Technology and Lei Ke Defense contributing significantly to this figure [44][17]. - The trading patterns of the Dalian Huanghe Road seat and Guotai Junan Securities in Chongqing have raised suspicions of coordinated actions to profit from retail investors [31][30]. Group 2: Market Reactions and Speculations - Following a wave of concentrated selling, many investors began questioning Chen Xiaoqun's credibility and the legitimacy of his trading strategies, leading to a surge in negative sentiment [1][28]. - The article highlights the emergence of various rumors regarding Chen Xiaoqun, including allegations of market manipulation and his response to these claims through social media [9][39]. - The trading activities of the Dalian Huanghe Road seat have been linked to a broader trend of "internet trading strategies," which are criticized for creating volatility and misleading retail investors [21][24]. Group 3: Historical Context and Performance - Chen Xiaoqun's rise to prominence is attributed to his association with the Dalian Huanghe Road seat, which has seen a dramatic increase in trading activity, surpassing previous years in both the number of stocks traded and total transaction amounts [43][16]. - In 2024, the Dalian Huanghe Road seat recorded a total transaction amount of 92.97 billion yuan, indicating a significant shift in trading dynamics within the market [43][16]. - The article notes that the Dalian Huanghe Road seat has become synonymous with Chen Xiaoqun, further amplifying his influence in the market [45][47].

Core Viewpoint - The low-altitude economy sector is showing mixed results for 2025, with 22 companies expected to be profitable while another 22 are projected to incur losses, indicating a significant divergence in performance within the industry [3]. Performance Forecast Summary Profit Growth - 11 companies are expected to report profit increases, with notable projections including: - Xinzhi Group (002664.SZ) and Shangluo Electronics (300975.SZ) anticipating several-fold increases in net profit [4]. - Weihai Guangtai (002111.SZ), Tongyu Heavy Industry (300185.SZ), and Guangyang Co. (002708.SZ) expecting over 50% growth in net profit [4]. - Wan Feng Aowei (002085.SZ) and Zongshen Power (001696.SZ) also forecasted net profit growth [4]. Losses - 22 companies are projected to incur losses, with several notable cases: - Zhongtian Rocket (003009.SZ) and Andavil (300719.SZ) have shifted from profit to loss [7]. - Haige Communication (002465.SZ) is investing heavily in R&D, leading to increased costs and a projected loss [7]. - Companies like Aerospace Power (600343.SH) and Sihua Electronics (600990.SH) are also expected to continue reporting losses [8]. Industry Insights - The low-altitude economy's contribution to overall profits remains limited, with most revenue still coming from aircraft manufacturing and infrastructure construction [3]. - Companies like Wan Feng Aowei are leveraging their low-altitude business to drive profit growth, supported by strong orders in general aviation aircraft manufacturing and strategic acquisitions [5]. - The industry is witnessing a shift towards commercial applications of low-altitude technologies, with companies preparing for a significant commercialization phase in 2026 [9][10]. Strategic Developments - Companies are increasingly focusing on integrating low-altitude infrastructure and management platforms, as seen with Suzhou Keda's strategic investments in civil aviation infrastructure [11]. - The emphasis on R&D and market expansion in emerging fields like low-altitude economy is evident, with companies aiming to enhance their competitive edge through innovative solutions [7][11].

Core Viewpoint - The company is accelerating the cultivation of strategic emerging industries, particularly in commercial aerospace and low-altitude economy, which are seen as significant growth opportunities. The chairman emphasizes the goal of becoming a leading enterprise in the integration of communication and navigation information innovation [2][6]. Group 1: Business Strategy and Focus - The company aims to focus on high-tech manufacturing and high-end information services during the 14th Five-Year Plan, striving for continuous innovation and sustainable operation [2]. - The company has established a business structure covering four major sectors: wireless communication, Beidou navigation, aerospace, and digital ecology [2]. - The chairman highlights the importance of maintaining a balanced perspective during both peak and trough periods, emphasizing the company's commitment to long-term sustainability [2]. Group 2: Chip Development and Innovation - The company has developed a comprehensive chip product line suitable for various industries, achieving a leading market share in domestic Beidou chips [3]. - The company is advancing chip industrialization and cluster development, focusing on emerging industries such as satellite internet and 6G [4]. - The company has established a complete internal control capability from chip design to application verification, enhancing its competitive edge in the integrated circuit field [3]. Group 3: Low-altitude Economy and Commercial Aerospace - The company has been investing in low-orbit satellite technology since 2018 and has developed a comprehensive service guarantee system for low-altitude flight [6]. - The company is actively involved in the low-altitude economy, providing solutions for urban logistics and intercity transportation, and is developing a product matrix for various flying vehicles [7]. - The company aims to enhance its core technology products and develop integrated solutions for low-altitude communication, navigation, and monitoring [7]. Group 4: Market Position and Competitive Advantage - The company believes that the satellite internet sector will not have a single dominant player, similar to the navigation field with multiple systems coexisting [9]. - The company is leveraging its latecomer advantage in the satellite internet market, aiming to replicate the success seen in mobile communications [9]. - The company is committed to long-term strategies, focusing on core technologies and building differentiated competitive advantages through collaboration with leading enterprises [9][10]. Group 5: Collaborations and Partnerships - The company has established strong partnerships with China Satellite Network Group and China Mobile, collaborating on high-precision Beidou services, chips, terminals, and satellite IoT applications [10]. - The company is also working with top universities and academic teams to advance research in flexible electronics and expedite the commercialization of technological achievements [10]. Group 6: Future Outlook - The company is positioned to play a significant role in the development of China's strategic emerging industries, with a focus on high-quality growth and innovation in the new era [10].

Core Viewpoint - The company is actively involved in the satellite communication sector, particularly in the TianTong satellite communication system and the national satellite internet project, positioning itself as a leading supplier in the ground terminal market for special institutions [1] Group 1: Company Developments - The company has achieved a full industry chain layout, including chips, terminals, ground stations, and system operations [1] - Recent investments in chip research and development have led to the successful validation of self-developed RF and baseband chips, establishing the company as a key supplier of critical chips for satellite internet [1] - The low-orbit narrowband communication chip has completed its tape-out, while the low-orbit broadband chip has jointly won the first national science and technology major project in this field, reinforcing its competitive advantage in low-orbit broadband satellite internet resources [1]

Core Viewpoint - The company, Haige Communication, is not currently involved in the remote sensing business but has developed an integrated communication and navigation chip that combines previously separate functions into a single chip, enhancing performance and reducing costs [1] Group 1: Product Development - The company has independently developed an integrated communication and navigation chip [1] - This chip integrates communication and precise positioning functions, making it suitable for smart terminals that require simultaneous data transmission and accurate location [1] - The integrated design leads to systematic reductions in size, power consumption, and costs compared to traditional multi-chip solutions, while also improving performance [1] Group 2: Competitive Advantage - The breakthrough in chip technology enhances the company's technical barriers and product added value [1] - By providing high-performance and highly integrated key components, the company empowers downstream terminal innovation [1] - This innovation strengthens the company's core competitiveness within the entire industry ecosystem [1]

Core Viewpoint - The company, Haige Communication, has established a comprehensive layout in the Beidou navigation field, positioning itself as a leader in the "Beidou + 5G" applications and showcasing its core technological advantages in the satellite navigation industry [1] Group 1: Industry Positioning - The company is one of the earliest entities engaged in the research and manufacturing of radio navigation in China, aligning closely with the national satellite navigation industry [1] - It has achieved a full industry chain layout encompassing "chips, modules, antennas, terminals, systems, and operations" [1] Group 2: Technological Advancements - The company has made breakthroughs in the core technologies of Beidou-3, establishing a competitive advantage in chip technology [1] - It possesses independent intellectual property rights for key technologies, including high precision, high dynamics, anti-jamming, and integrated navigation and communication capabilities [1] Group 3: Market Presence - The company holds the most diverse and comprehensive range of Beidou-3 chip models in the special institution market [1] - It has achieved a comprehensive layout of Beidou-3 terminals in both special institution and civilian markets [1]