证券代码：002544 证券简称：普天科技 公告编号：2026-003 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重 大遗漏。 一、本期业绩预计情况 本次业绩预告的相关财务数据未经注册会计师审计。中电科普天科技股份有限公司 （以下简称"公司"）就业绩预告有关事项与会计师事务所进行了预沟通，因 2025 年度审 计工作尚在进行中，截至目前公司与会计师事务所在业绩预告方面不存在重大分歧，具体 数据以审计结果为准。 中电科普天科技股份有限公司 2025年度业绩预告 1.业绩预告期间：2025 年 1 月 1 日至 2025 年 12 月 31 日。 2.业绩预告情况：预计净利润为正值且属于同向上升 50%以上情形 以区间进行业绩预告 | 项 | 目 | | | | 本报告期 | | 上年同期 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 归属于上市公司股东 的净利润 | | 盈利：1,920 | 万元 | - | 2,880 | 万元 | 盈利：1,119.2 万元 | | | | | 比上年同期 ...

1月26日，普天科技跌5%，截至发稿，报32.66元/股，成交7.70亿元，换手率3.37%，总市值222.26亿 元。 华泰紫金中证1000指数增强发起A（018062）基金经理为毛甜。 截至发稿，毛甜累计任职时间8年48天，现任基金资产总规模5.34亿元，任职期间最佳基金回报 147.15%， 任职期间最差基金回报-34.21%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 资料显示，中电科普天科技股份有限公司位于广东省广州市花都区新雅街道凤凰南路33号，成立日期 1994年11月19日，上市日期2011年1月28日，公司主营业务涉及信息网络建设技术服务及通信类印制电 路板的生产及销售;通信解决方案和通信设备制造、通信工程监理、电 ...

Group 1 - The core viewpoint of the report emphasizes that the demand for AI computing power will continue to grow and diversify in 2026, extending from data centers to network edges and even internal terminals [8][13][27] - The report highlights the significant capital expenditure (Capex) growth driven by business revenue, with major cloud service providers like Google, Microsoft, and Amazon showing consistent revenue growth exceeding 20% year-on-year [27][31][35] - The report identifies the increasing importance of silicon photonics technology, particularly the 1.6T optical module, which is expected to maintain accelerated growth and enhance the global market share of domestic optical chips and devices [7][54][70] Group 2 - The report discusses the emergence of new technologies such as Scale-UP supernodes and their impact on optical link demand, indicating that these technologies will drive additional link requirements in 2026 [7][9][66] - It notes that the AI infrastructure is experiencing a high level of prosperity, with significant investments in data centers and AI capabilities expected to continue, particularly in the U.S. [47][49][53] - The report anticipates that the integration of silicon photonics will significantly increase its market penetration, projecting that by 2026, over half of optical module sales will come from silicon photonics solutions [70][75]

Group 1 - The communication services sector increased by 0.33% on January 23, with Sanwei Communication leading the gains [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] - Key stocks in the communication services sector showed significant price increases, with Sanwei Communication rising by 7.85% to a closing price of 15.39 [1] Group 2 - Major stocks in the communication services sector experienced varied performance, with some stocks like Guoan Co. and ST Tongmai showing declines of 2.69% and 2.52% respectively [2] - The overall net capital flow in the communication services sector indicated a net outflow of 489 million yuan from institutional investors, while retail investors saw a net inflow of 666 million yuan [2][3] - Specific stocks such as China Unicom and Puhua Technology had notable net inflows and outflows, reflecting diverse investor sentiment [3]

Core Viewpoint - The satellite internet sector is experiencing significant gains, with multiple companies showing strong stock performance on January 23rd [1] Group 1: Company Performance - Fenghuo Communication and Tongyu Communication reached their daily limit up [1] - Xunwei Communication, Aerospace Electronics, Tianyin Machinery, Jiuzhiyang, Sanwei Communication, China Satellite Communications, Putian Technology, and China Satellite also saw notable stock increases [1]

Core Viewpoint - The stock market price fluctuations are influenced by various factors including company performance, macroeconomic conditions, capital market development, supply and demand dynamics, and investor psychological expectations [2] Company Commitment - The company is dedicated to improving its operational performance and enhancing development quality to better reward shareholders and investors [2] - All significant information will be disclosed through official channels as per regulatory requirements [2]

（文章来源：证券日报） 证券日报网讯 1月22日，普天科技在互动平台回答投资者提问时表示，公司将严格依照相关法律法规及 监管要求，及时、准确、完整地做好信息披露。 ...

证券日报网讯 1月21日，普天科技在互动平台回答投资者提问时表示，公司作为中电网通旗下上市平 台，同时也是服务国家网信体系发展的重要力量，卫星互联网是公司核心战略方向之一。公司始终密切 关注相关领域的政策导向与技术趋势，根据自身战略规划、市场需求以及技术发展趋势，积极跟进相关 领域的布局与拓展。公司重大信息会按照相关规定在指定信披媒体上进行披露，请关注公司在中国证券 报、证券时报和巨潮资讯网等指定媒体发布的公告。 （编辑 楚丽君） ...

Group 1 - The core viewpoint is that China's commercial space industry is experiencing rapid development, with projections for 2025 indicating 50 launches, accounting for 54% of the total national space launches [1] - In 2025, commercial rockets are expected to complete 25 launches, and the Hainan commercial space launch site will have conducted 9 launches, totaling 10 since its establishment [1] - A total of 311 commercial satellites are projected to be placed into orbit, representing 84% of the total satellites launched in China [1] Group 2 - The commercial space industry is entering a golden era driven by both demand and supply, with recommendations to focus on structural component suppliers such as Aerospace Power, Srey New Materials, and others [1] - In satellite manufacturing, the focus is on low Earth orbit satellites and related infrastructure, with suggested companies including China Satellite and Aerospace Electronics [1] - The upstream and midstream sectors, particularly subsystems and materials supporting satellite mass production, are expected to benefit first, with companies like Zhenlei Technology and Guangwei Composites highlighted [1] Group 3 - In 2026, the domestic commercial space sector is anticipated to experience a "triple resonance" of policy, technology, and capital, making it highly promising [2] - Beneficiary companies in the rocket industry chain include Aerospace Power, Western Materials, and others [2] - In the satellite industry and space computing, recommended companies include Zhongke Xingtou, Aerospace Hongtu, and several others [2]

证券代码：002544 证券简称：普天科技 公告编号：2026-002 中电科普天科技股份有限公司 关于变更投资者关系热线电话的公告 中电科普天科技股份有限公司 董 事 会 2026 年 1 月 22 日 1 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。 为保证投资者交流渠道通畅，进一步做好投资者关系管理工作，中电科普天 科技股份有限公司（简称"本公司"或"公司"）启用新的投资者关系热线电话， 原联系电话不再使用。现将变更后的投资者关系热线电话及传真公告如下： | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 投资者关系热线电话 | 020-84118343 | 020-28002544 | | 传真 | 020-84119246 | 020-28031255 | 除上述变更内容外，公司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。 ...