融资融券数据显示，该股最新（1月12日）两融余额为24.33亿元，其中，融资余额为24.03亿元，融券余 额为3034.24万元。近5日融资余额合计增加4.35亿元，增幅为22.12%，融券余额合计增加527.98万元， 增幅21.07%。（数据宝） 海格通信1月13日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 国泰海通证券股份有限公司宜昌沿江大道证券营业部 | 37266.66 | 177.16 | | 买二 | 深股通专用 | 27804.14 | 10979.12 | | 买三 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业 部 | 26901.57 | 478.17 | | 买四 | 国泰海通证券股份有限公司北京知春路证券营业部 | 23730.03 | 1260.10 | | 买五 | 东吴证券股份有限公司扬州扬子江中路证券营业部 | 21779.01 | 24.38 | | 卖一 | 深股通专用 | 27804.14 | 10979.12 | | 卖二 ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | 1 | 国泰海通证券股份有限公司宜昌沿江大道证券营业部 | 40次 87.50% 2 | 37266.66 | 4.97% | | 2 | 深股通专用 | 781次 51.22% | 27804.14 | 3.71% | | 3 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 209次 52.63% | 26901.57 | 3.59% | | 4 | 国泰海通证券股份有限公司北京知春路证券营业部 | 60次 58.33% | 23730.03 | 3.17% | | 5 | 东吴证券股份有限公司扬州扬子江中路证券营业部 | 次 A ---- | 21779.01 | 2.91% | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | 781次 51.22% | 2 | 27804.14 | 3.71% | | 2 | 华鑫证券有 ...

主力资金净流出的行业有27个，电子行业主力资金净流出规模居首，全天净流出资金370.10亿元，其次 是计算机行业，净流出资金为231.07亿元，净流出资金较多的还有国防军工、通信、电力设备等行业。 沪指1月13日下跌0.64%，申万所属行业中，今日上涨的有6个，涨幅居前的行业为石油石化、医药生 物，涨幅分别为1.62%、1.21%。跌幅居前的行业为国防军工、电子，跌幅分别为5.50%、3.30%。国防 军工行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出1627.43亿元，今日有4个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨1.21%，全天净流入资金43.48亿元，其次是石油石化行业，日 涨幅为1.62%，净流入资金为5.86亿元。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002465 | 海格通信 | 10.00 | 12.66 | 206695.55 | | 600967 | 内蒙一机 | 4.30 | 9.79 | 19083.40 | | ...

海格通信今日涨10.00%，成交额74.96亿元，换手率12.66%，盘后龙虎榜数据显示，深股通专用席位买 入2.78亿元并卖出1.10亿元，有1家机构专用席位净卖出5813.34万元。消闲派席位净买入3.71亿元，国泰 海通上海江苏路净买入2.64亿元，国泰海通北京知春路净买入2.25亿元。 ...

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting investor interest in specific sectors such as power equipment, communication devices, and gaming [1][2][3] Group 1: Stock Performance and Capital Inflows - TBEA (特变电工) saw a capital inflow of 1.846 billion, with a price increase of 10.01% [2] - Haige Communication (海格通信) experienced a capital inflow of 1.661 billion, with a price increase of 10% [2] - ZQ Game (掌趣科技) had a capital inflow of 0.791 billion, with a notable price increase of 14.91% [2] - Yonyou Network (用友网络) attracted 0.768 billion in capital, with a price increase of 7.87% [2] - Shanghai Construction (上海建工) received 0.603 billion, with a price increase of 10.14% [2] Group 2: Sector Analysis - The power equipment sector, represented by TBEA, shows strong investor confidence with significant capital inflows [2] - The communication device sector, including Haige Communication and Lian Te Technology (联特科技), also reflects positive investor sentiment [2][3] - The gaming industry, represented by ZQ Game and Century Huaman (世纪华通), demonstrates robust growth potential with substantial capital inflows [2][3] - The education sector, represented by Zhonggong Education (中公教育), shows a healthy capital inflow of 0.508 billion, indicating investor interest [2] - The energy metal sector, represented by Ganfeng Lithium (赣锋锂业) and Tianqi Lithium (天齐锂业), continues to attract investment, reflecting ongoing demand in the market [2][3]

量化金融研究丨深度报告 %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Title] 商业航天：战略定位升级，核心环节突破 %% %% [Table_Summary] 商业航天已从单一产业维度上升至国家战略全局高度，产业链上游的制造与中游的发射环节已 形成初步规模化基础，核心技术的验证与迭代持续推进；下游应用生态虽处于培育初期，但随 着上游基础设施的完善，其大规模商业化进程将逐步加快。国证商用卫星通信产业指数覆盖航 天装备、通信设备、半导体等领域，相较于单纯的通信类指数，其行业覆盖更聚焦于航天、电 子等商业航天相关的上下游产业链。卫星 ETF（159206）由永赢基金管理，当前规模 117.69 亿元（截至 2026.1.9），流动性充裕，是一键投资商业航天领域的指数工具产品。 分析师及联系人 [Table_Author] 邓越 李麟君 刘胜利 SAC：S0490517070010 SAC：S0490525080002 SAC：S0490517070006 SFC：BWH883 王贺嘉 SAC：S0490520110004 SFC：BUX462 请阅读最后评级说 ...

两融数据显示，该股最新（1月12日）两融余额为24.33亿元，其中，融资余额为24.03亿元，近10日增加 4.68亿元，环比增长24.21%。 公司发布的三季报数据显示，前三季度公司共实现营业收入31.58亿元，同比下降16.17%，实现净利 润-1.75亿元，同比下降194.73%，基本每股收益为-0.0706元。（数据宝） 海格通信股价创出历史新高，截至9:35，该股上涨5.82%，股价报23.28元，成交量1.63亿股，成交金额 38.92亿元，换手率6.58%，该股最新A股总市值达577.77亿元，该股A股流通市值576.85亿元。 证券时报·数据宝统计显示，海格通信所属的国防军工行业，目前整体跌幅为5.50%，行业内，目前股价 上涨的有1只，涨幅居前的有海格通信等，涨幅分别为5.82%。股价下跌的有139只，跌停的有北方导 航、中国卫通等8只。 （文章来源：证券时报网） ...

摘要 海外卫星网络发展空间源于地面网络覆盖不足和高价位，与国内运营商 体制不同有关，国内运营商承担社会责任，需在偏远地区建设网络，导 致海外卫星网络存在商业空间。 地面运营商与卫星运营商未来将以合作而非竞争为主导，借鉴 T-Mobile 与 SpaceX 的合作模式，通过频段授权等方式实现互利，地面运营商可 减少亏损，卫星运营商增加收入。 国资委将利润纳入地面运营商考核指标，鼓励合建基站降低成本，引入 卫星通信后，偏远地区基站折旧完毕后预计将由卫星提供服务，预计 2030 年前后发生转变，对市场影响或提前至 2027-2028 年。 通过 SaaS 业务模型和用户密度概念测算，中国大约有 25%的人口生活 在地面通信不经济地区，未来可能由卫星网络提供通信服务，实际渗透 率可能更高，因未计算地下光纤设备成本。 以日常上网需求为例，若卫星网络渗透率达到 25%，对应 2000 亿以上 的市场规模，结合其他环节反推，总体市场空间应在 5,000 亿以上，整 个行业未来可能达到万亿级别。 Q&A 国内外通信服务市场环境的差异是否导致了对商业航天和低轨卫星互联网的疑 虑？ 海外地面网络覆盖率相对较低，而国内网络质量和速 ...

Group 1 - The commercial aerospace sector is experiencing significant investor interest, driven by favorable news and a surge in stock prices, with nearly 50 stocks hitting the daily limit up [1] - China has applied for frequency resources for over 200,000 satellites, indicating that satellite frequency resource applications have reached a national strategic level [1] - Companies such as Goldwind Technology and Tongyu Communication have seen substantial stock price increases, with Goldwind achieving five consecutive limit-up days [1] Group 2 - Shaanxi Huada is deeply involved in major aerospace projects and is expanding its product offerings to meet customer demands in commercial aerospace [2] - AVIC Optoelectronics is the main supplier of cable connectors for Blue Arrow Aerospace, indicating a long-term partnership and commitment to innovation in the commercial aerospace sector [3] - Huayin Technology is focusing on special functional materials and is exploring opportunities in aerospace component processing, although its main revenue still comes from the aviation engine sector [4] Group 3 - Zhimin Da reported that its embedded computers for commercial aerospace have a small revenue contribution, with orders amounting to approximately 20 million yuan, representing only 4.8% of total orders [5] - Haoneng Co. stated that its aerospace-related revenue is minimal and does not significantly impact its main business [6][7] - *ST Chengchang noted that the commercial aerospace industry is still in its early stages, with no significant changes in its fundamentals [8] Group 4 - Plitel's revenue contribution from commercial aerospace is limited, accounting for about 3% as of September 30, 2025, while the company is under investigation [9] - Guoke Military Industry is collaborating with commercial aerospace companies on rocket projects that are still in the research phase, contributing minimally to revenue [10] - Zhongke Xingtou highlighted a mismatch between its stock price increase and actual performance in the commercial aerospace sector, indicating potential risks [10] Group 5 - Zhongheng Design has won contracts for commercial aerospace manufacturing base design projects, but the revenue from these projects is relatively small [11] - LIGONG Navigation's planning in the commercial aerospace sector is still in the early stages, with minimal revenue generated [12] - Aerospace Power clarified that its main business does not involve commercial aerospace, focusing instead on rocket engine component processing [13] Group 6 - Hengbo Co. has not yet entered the commercial aerospace sector, despite developing materials that could be applicable [14] - Beifang Navigation reported no relevant business or orders in the commercial aerospace field, despite stock price increases [15] - Aerospace Engineering confirmed that it does not engage in commercial aerospace activities, focusing on gasification technology instead [15] Group 7 - Xinghuan Technology stated that it does not conduct commercial aerospace business and is focused on AI database technology development [16] - Aerospace Changfeng reported significant stock price increases but confirmed it does not engage in commercial aerospace activities [17]

广州海格通信集团股份有限公司 证券代码：002465 证券简称：海格通信 公告编号： 2026-003号 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。 特别提示： 1、本次股东会无否决提案的情况； 2、本次股东会不涉及变更以往股东会已通过的决议。 登录新浪财经APP 搜索【信披】查看更多考评等级 2026年第一次临时股东会决议公告 广州海格通信集团股份有限公司（以下简称"公司"或"上市公司"）于2025年12月26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2026年第一次临时股东会的通知》（公告编号：2025-062号）。 （一）会议召开时间 1、现场会议时间：2026年1月12日（星期一）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：2026年1月12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网投票系统投票的具体时间为： 2026年1月12日9:15-15: ...