登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002544 证券简称：普天科技 公告编号：2025-060 中电科普天科技股份有限公司 关于变更办公地址的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重大遗 漏。 中电科普天科技股份有限公司（简称"本公司"或"公司"）于近日迁入新办公地址，现将公司办公地址和 邮政编码变更情况公告如下： 变更前： 邮政编码：510310 变更后： 办公地址：广州市花都区新雅街道凤凰南路33号 邮政编码：510806 除上述变更内容外，公司的注册地址、投资者联系电话、公司邮箱等其他联系方式保持不变，以上变更 将自本公告发布之日起正式启用，敬请广大投资者留意。 特此公告。 中电科普天科技股份有限公司 董 事 会 2025年12月4日 办公地址：广州市新港中路381号普天科技大楼 ...

| 序号 | 代码 | 名称 | 现价 | 涨跌幅 | | --- | --- | --- | --- | --- | | 1 | 600879 | 航天电子 | 12.47 | 9.96% | | 2 | 600118 | 中国卫星 | 44.70 | 6.96% | | 3 | 300455 | 航天智装 | 28.11 | 7.13% | | 4 | 300762 | 上海瀚讯 | 32.33 | 6.00% | | ട | 688270 | 臻镭科技 | 70.08 | 4.39% | | 6 | 300342 | 天银机电 | 20.69 | 4.02% | | 7 | 688027 | 国青子 | 451.61 | 3.60% | | 8 | 002544 | 普天科技 | 28.94 | 3.43% | | 9 | 601698 | 中国卫通 | 21.41 | 3.33% | | 10 | 688066 | 航天宏图 | 28.17 | 2.96% | 12月24日，卫星ETF（159206）盘中震荡走强，涨超2%。成分股航天电子(600879)涨停，中国卫星 (600118)、航天智装(30 ...

（文章来源：证券日报） 证券日报网讯 12月3日晚间，普天科技发布公告称，公司办公地址和邮政编码变更为广州市花都区新雅 街道凤凰南路33号、510806，注册地址及投资者联系电话等其他联系方式保持不变。 ...

证券代码：002544 证券简称：普天科技 公告编号：2025-060 中电科普天科技股份有限公司 关于变更办公地址的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 中电科普天科技股份有限公司（简称"本公司"或"公司"）于近日迁入新 办公地址，现将公司办公地址和邮政编码变更情况公告如下： 变更前： 邮政编码：510806 除上述变更内容外，公司的注册地址、投资者联系电话、公司邮箱等其他联 系方式保持不变，以上变更将自本公告发布之日起正式启用，敬请广大投资者留 意。 特此公告。 中电科普天科技股份有限公司 董 事 会 2025 年 12 月 4 日 1 办公地址：广州市新港中路 381 号普天科技大楼 邮政编码：510310 变更后： 办公地址：广州市花都区新雅街道凤凰南路 33 号 ...

Investment Rating - The report provides a positive investment outlook for the commercial aerospace industry, highlighting significant growth opportunities driven by technological advancements and market demand [2]. Core Insights - The commercial aerospace sector is characterized by market-driven activities involving both private and mixed-ownership enterprises, focusing on investment, operation, and risk management across the entire aerospace value chain [2][38]. - Global satellite frequency and orbital resources are becoming increasingly scarce, leading to a surge in satellite constellation construction, with countries competing for these critical resources [2][46]. - The Starlink project by SpaceX is leading the global satellite constellation efforts, while China is rapidly advancing with its own satellite constellation plans [2][47]. - The era of reusable rockets in China is beginning, with several new commercial rocket models expected to launch by the end of 2025, which could accelerate the deployment of low Earth orbit satellite constellations [2][34]. - Investment recommendations include focusing on satellite manufacturing, rocket launching, and space computing, with specific companies highlighted for their potential in these areas [2][34]. Summary by Sections Commercial Aerospace Overview - Commercial aerospace is defined as market-driven activities involving investment, operation, and risk management by enterprises, covering the entire aerospace technology development, manufacturing, launching, and application [2][38]. - The industry is segmented into upstream manufacturing, midstream launching, and downstream application and operation [2][38]. Satellite Industry Overview - The global aerospace industry is projected to reach $415 billion by 2024, with satellite industry revenues estimated at $293 billion [20]. - Satellite services account for 37% of the total satellite industry revenue, while satellite manufacturing and launching services contribute 6.9% and 3.2%, respectively [25]. Satellite Communication Market - The satellite communication market is expected to grow significantly, with China's satellite internet market projected to reach 75.1 billion yuan by 2025 and 151.2 billion yuan by 2030 [34]. - The demand for satellite communication is primarily driven by commercial and government sectors, accounting for 55% and 31% of the market, respectively [28]. Domestic Satellite Constellation Plans - China has ambitious plans for satellite constellations, with three major projects aiming to deploy over 30,000 satellites, including the GW constellation, G60 constellation, and Honghu-3 constellation [79][81]. - As of October 2025, the GW constellation has launched 116 satellites, marking significant progress in China's satellite internet development [84].

证券代码：002544 证券简称：普天科技 公告编号：2025-059 中电科普天科技股份有限公司 2025年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露内容的真实、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.本次股东会无否决议案的情形。 2.本次股东会不涉及变更前次股东会决议。 一、会议召开情况 1. 会议召开时间 （1）现场会议时间：2025 年 11 月 28 日 14:45 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2025 年 11 月 28 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易 所互联网投票系统投票的具体时间为 2025 年 11 月 28 日 9:15 至 15:00 的任意时 间。 2. 现场会议召开地点：公司 1510 会议室。 3. 会议召开方式：现场投票与网络投票相结合的表决方式。 3.5226％。通过网络投票的股东 405 名，代表股份 234,018,563 股，占上市公司 总股份的 34.3875％。 出席本次会议的中小投资者（指以下股东以外的其他股东：公司的董事、高 ...

广东连越律师事务所 关于 中电科普天科技股份有限公司 2025 年第三次临时股东会 N 法律意见书 信 任 下 创 造 价 值 广东连越律师事务所 二〇二五年十一月二十八日 广东省广州市天河区铁江新城市村路5号凯华 Tpl-486-020-85656287 F 广东连越律师事务所 关于 中电科普天科技股份有限公司 2025 年第三次临时股东会 之 为出具本法律意见书,连越律师审阅了公司提供的以下文件,包 括但不限于: 1.《中电科普天科技股份有限公司关于召开 2025年第三次临时 广东省广州市天河区珠江新城冼村路5号凯华国际 Tol +86_020-85656287 Fax +86_020-8 股东会的通知》(公告编号:2025-057): 2.《关于续聘公司 2025年度会计师事务所的议案》; 法律意见书 致:中电科普天科技股份有限公司 中电科普天科技股份有限公司(以下简称"公司")于2025年 11月 28 日召开了 2025年第三次临时股东会(以下简称"本次股东 会"）。广东连越律师事务所(以下简称"连越")受公司的委托, 指派罗其通律师、邵亚冉律师(以下简称"连越律师")出席公司本 次股东会并对本次股 ...

Market Overview - On November 28, the communication services sector rose by 0.78%, with Putian Technology leading the gains [1] - The Shanghai Composite Index closed at 3888.6, up 0.34%, while the Shenzhen Component Index closed at 12984.08, up 0.85% [1] Stock Performance - Putian Technology (002544) closed at 28.05, with a significant increase of 10.00% and a trading volume of 274,300 shares, amounting to a transaction value of 753 million [1] - Other notable performers included Zhongjia Bochuang (000889) with a 3.15% increase, and ST Xintong (600289) with a 3.07% increase [1] Capital Flow - The communication services sector saw a net inflow of 44.87 million from institutional investors, while retail investors experienced a net outflow of 45.68 million [2] - The overall net inflow from retail investors was 810,300 [2] Individual Stock Capital Flow - Putian Technology had a net inflow of 234 million from institutional investors, representing 31.10% of its total trading volume, while it faced a net outflow of 133.4 million from retail investors [3] - Zhongfu Tong (300560) reported a net inflow of 74.14 million from institutional investors, with a net outflow of 11.7 million from retail investors [3]

Core Insights - The AI computing power industry chain is experiencing significant fluctuations, with notable movements in related ETFs and stocks [1] - Google is at the center of a new investment chain, launching multiple products that create a positive feedback loop, enhancing AI revenue through increased token consumption [1] - The vertical integration of computing power, models, and applications by Google is expected to clarify the business model of AI applications and establish a sustainable profit model [1] Group 1: Market Performance - The ChiNext AI ETF (159381) decreased by 0.61%, while the 5G Communication ETF (515050) fell by 0.35% [1] - Stocks such as Putian Technology hit the daily limit, while Jinxin Nuo and Changxin Bochuang rose over 4% [1] Group 2: Google and Alibaba's Strategies - Dongwu Securities highlights that Google and Alibaba are enhancing their full-stack capabilities in the AI industry, leading to increased demand for TPU and AI ASIC chips [2] - Customized computing clusters are raising networking requirements, with Google's TPU introducing new optical interconnection solutions [2] - The optimistic capital expenditure outlook from Google and Alibaba is expected to generate substantial incremental demand for the optical interconnection supply chain [2] Group 3: Related ETFs - The ChiNext AI ETF (159381) tracks the ChiNext AI Index and has a significant allocation in optical modules, with the top three holdings being Zhongji Xuchuang (24.78%), Xinyi Sheng (19.40%), and Tianfu Communication (5.11%) [3] - The 5G Communication ETF (515050) focuses on the 5G communication theme index and has a scale exceeding 9 billion, with major holdings including Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [3]

Group 1 - Aerospace Development reached a trading limit increase in the afternoon [1] - Companies such as Qianzhao Optoelectronics, Galaxy Electronics, and Leike Defense also saw their stocks previously hit the trading limit [1] - Other companies including Tianrun Technology, Yaguang Technology, Hongda Electronics, and Bidding Shares experienced stock price increases exceeding 10% [1]