中信证券股份有限公司关于 中电科普天科技股份有限公司部分募投项目结项并 将节余募集资金永久补充流动资金的核查意见 中信证券股份有限公司（以下简称"中信证券"、"保荐人"）作为中电科 普天科技股份有限公司（以下简称"普天科技"、"公司"）非公开发行股票的 保荐人，根据《证券发行上市保荐业务管理办法》《深圳证券交易所股票上市规 则》《深圳证券交易所上市公司自律监管指引第 1 号—主板上市公司规范运作》 《深圳证券交易所上市公司自律监管指引第 13 号—保荐业务》等有关规定，对 普天科技部分募投项目结项并将节余募集资金永久补充流动资金事项进行了核 查，核查情况及核查意见如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准广州杰赛科技股份有限公司非公开发 行股票的批复》（证监许可[2020]1760 号）核准，公司非公开发行普通股（A 股） 不超过 11,423.14 万股新股募集资金。公司非公开发行普通股（A 股）105,325,838 股，发行价格为 13.06 元/股，募集资金总额人民币 137,555.54 万元（以下无特别 说明均为"人民币"）；扣除承销保荐费用 1,238.00 万元后的募集资 ...

证券代码：002544 证券简称：普天科技 公告编号：2025-062 中电科普天科技股份有限公司 关于公司部分募投项目结项并将节余募集资金永久补 充流动资金的公告 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 2025 年 12 月 12 日召开第七届董事会第十三次会议审议通过了《关于公司部分募投项目结 项并将节余募集资金永久补充流动资金的议案》，同意公司非公开发行股票募集 资金投资项目（以下简称"募投项目"）"下一代移动通信产业化项目"和"信 息技术服务基地建设项目"结项并拟将项目节余募集资金用于永久补充流动资金， 该议案尚需提交公司股东会审议。现将有关情况公告如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准广州杰赛科技股份有限公司非公开发 行股票的批复》（证监许可[2020]1760 号）核准，本公司非公开发行普通股（A 股）不超过 11,423.14 万股新股募集资金。本公司非公开发行普通股（A 股） 105,325,838 股，发行价格为 13.06 元/股，募集资金总额人民 ...

证券代码：002544 证券简称：普天科技 公告编号：2025-063 中电科普天科技股份有限公司 关于召开2025年第四次临时股东会的通知 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。 重要提示： 中电科普天科技股份有限公司（简称"公司"或"本公司"）第七届董事会第十三次会议于 2025 年 12 月 12 日召开，会议决定于 2025 年 12 月 29 日（星期一）下午 14:45 在广州市花都区新雅街道凤凰 南路 33 号中电科普天科技股份有限公司大楼会议室召开公司 2025 年第四次临时股东会，现将本次股东 会的有关事项通知如下： 一、召开会议的基本情况 （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 12 月 29 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 12 月 29 日 9:15 至 15:00 的任意时间。 5. 会议的召开方式：现场表决与网络投票相结合。 6. 会议的股权登记日：2025 年 12 月 24 日 ...

证券代码：002544 证券简称：普天科技 公告编号：2025-061 中电科普天科技股份有限公司 第七届董事会第十三次会议决议公告 表决结果：同意 9 票，反对 0 票，弃权 0 票。 2. 审议通过了《关于召开公司 2025 年第四次临时股东会的议案》。 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。 一、董事会会议召开情况 中电科普天科技股份有限公司（简称"本公司"或"公司"）第七届董事会 第十三次会议于 2025 年 12 月 12 日（星期五）上午以通讯表决方式召开，会议 通知和会议资料于 2025 年 12 月 6 日以专人送达或电子邮件方式向全体董事、高 级管理人员发出。本次会议应参与表决董事 9 名，实际参与表决董事 9 名。会议 符合《中华人民共和国公司法》等相关法律、行政法规、部门规章、规范性文件 和《公司章程》的规定，会议合法有效。 二、董事会会议审议情况 经与会董事认真审议，以记名投票表决方式通过了以下议案： 1. 审议通过了《关于公司部分募投项目结项并将节余募集资金永久补充 流动资金的议案》，并同意将该议案提交公司 2025 年第四次 ...

Core Viewpoint - The company, Putian Technology, has signed a strategic cooperation agreement with Helium Star Light (Shenzhen) Co., Ltd. and Beijing Yixin Technology Co., Ltd. to establish a joint enterprise R&D center focused on the national satellite internet strategy [1] Group 1 - The joint R&D center will focus on the "communication + chip + computing power" collaborative system [1] - The center aims to conduct key technology research and productization in the field of space intelligence computing [1] - The company will leverage its technological advantages in communication networks [1]

Commercial Aerospace - Aerospace Technology has successfully developed commercial aerospace clients such as Blue Arrow Aerospace and Tianbing Technology [1] - Unigroup Guowei's FPGA, refresh chips, memory, and bus interface products are being gradually introduced into the commercial aerospace sector [1] - Chaojie Co., Ltd. estimates that the value of structural components for a single rocket is approximately 15 million yuan, with rapid revenue growth expected in commercial aerospace-related businesses by 2026 [1] Chip Industry - Gree Electric's silicon carbide power chips have expanded from the home appliance sector to new energy, industrial, and special scenarios [1] - Yingtang Zhikong's storage chip business has significantly increased year-on-year due to industry demand [1] Nuclear Power - China Uranium Corporation has signed a long-term trade agreement with China Nuclear Power to supply natural uranium to its subsidiaries [1] Satellite Communication - Tianhe Defense's RF devices and chip products are applicable in the satellite communication field [1] 3D Printing - Changjiang Materials produces 3D printing sand used in 3D printed sand casting [1] Other Applications - Zhongtai Co., Ltd.'s cryogenic equipment and independently operated special gases have been applied in the aerospace sector [1] - Tongguang Cable's sales of high-temperature resistant cables for aerospace applications constitute a small proportion of total revenue [1] - Putian Technology's PCB products are partially applied in the commercial aerospace sector [1] - Kexiang Co., Ltd.'s PCB products are applicable in aerospace, with existing supply agreements [1] - Shaanxi Huada has long provided supporting products for the Long March series rockets [1] Power Cable and Server Products - Honglin Electric's subsidiary has achieved bulk shipments of high-speed copper cable connection products [2] - Guangdian Yuntong's subsidiary has integrated Moores Threads graphics cards into some server products [2] Retail and Supply Chain - Liangpinpuzi has implemented a "store dynamic replenishment decision dataset," effectively shortening procurement decision time [2]

普天科技12月11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 | 深股通专用 | 10374.38 | 10722.45 | | 买二 | 华鑫证券有限责任公司上海云锦路证券营业部 | 6542.86 | 13.60 | | 买三 | 开源证券股份有限公司西安西大街证券营业部 | 6119.58 | 8.09 | | 买四 | 机构专用 | 5060.34 | 566.67 | | 买五 | 机构专用 | 4727.66 | 4273.03 | | 卖一 | 深股通专用 | 10374.38 | 10722.45 | | 卖二 | 中国中金财富证券有限公司北京建国门外大街证券营业 | 155.28 | 6681.61 | | | 部 | | | | 卖三 | 机构专用 | 4727.66 | 4273.03 | | 卖四 | 机构专用 | 4397.64 | 3700.40 | | --- | --- | --- | --- | | 卖五 | 机构专用 | 0.00 | ...

格隆汇12月11日丨普天科技(002544.SZ)在互动平台表示，公司专注多品种、样品及中小批量、短交 期、高可靠性、特殊要求的PCB设计、制造、贴装一站式服务，是国内较大的特种用途、航空航天PCB 制造企业以及轨道交通、电力、高端通信等领域的PCB供应商。公司PCB产品应用行业广泛，部分用于 商业航天领域。 ...

Investment Rating - The investment rating for the industry is "Positive" (maintained) [1] Core Insights - The commercial aerospace industry is increasingly recognized as a strategic emerging industry, with growing government emphasis on its development as a key measure for enhancing national strength and seizing future technological and economic development opportunities [4][24] - The global commercial aerospace market is entering a golden era of development, driven by low Earth orbit (LEO) satellite internet, characterized by technological integration and collaborative innovation across the entire industry chain [13][22] - The competition for low Earth orbit resources has intensified, with major countries vying for satellite positions and frequency bands under the "first come, first served" principle [5][30] Summary by Sections 1. Government Emphasis on Commercial Aerospace - Commercial aerospace has been included in China's top-level design framework, marking its elevation to a strategic emerging industry in government reports [24][28] - The establishment of the Commercial Aerospace Administration and the introduction of a three-year action plan for its development highlight the government's commitment to this sector [7][28] 2. Competition for Low Earth Orbit Resources - Low Earth orbit is identified as a core strategic resource for commercial aerospace, with satellites in this orbit offering low latency and reduced signal loss, making them ideal for internet services [30][31] - SpaceX's Starlink leads the global LEO satellite constellation development, having launched over 10,203 satellites, which is 45% of all satellites launched since 1957 [5][38] - China has applied to the International Telecommunication Union (ITU) for a total of 51,300 low Earth orbit satellites, with three major constellation plans exceeding 10,000 satellites each [36][47] 3. Formation of a Comprehensive Commercial Aerospace Ecosystem - The commercial aerospace market in China is growing annually, forming a complete ecosystem that covers upstream manufacturing, midstream launch and operation, and downstream application services [6][54] - The key to scaling in this industry is "cost reduction and efficiency enhancement," with reusable rocket technology significantly lowering launch costs and shortening mission cycles [6][55] - The expansion of satellite launch sites is leading to a new phase of high-density and normalized launches [6][54] 4. Investment Recommendations - The report highlights several companies as beneficiaries of the commercial aerospace sector, including West Materials, Superjet Co., and Aerospace Power in the rocket industry chain, and companies like Zhongke Xingtou and Aerospace Hongtu in the satellite industry chain [7]

全球卫星互联网已形成"一超多强"格局，低轨频轨资源争夺进入白热化阶段。SpaceX星链凭借先发优势领跑，在轨卫星超 8300颗，覆盖150多个国家，用户突破700万，估值超8000亿美元的IPO预期进一步点燃全球资本热情。亚马逊Kuiper、欧洲 OneWeb紧随其后，数百亿美元资金持续投入星座组网，全球太空赛道竞争日趋激烈。 我国企业正在加速追赶，战略布局全面提速。中国星网统筹推进1.3万颗低轨卫星组网，已完成10组卫星发射并启动商用试 验；上海G60千帆星座等地方项目多点开花，聚焦物联网、智能交通等细分场景。民营企业在技术创新上持续突破，银河 航天将单星成本降至800万元，蓝箭航天可回收火箭使发射成本降至2万元/公斤，形成国家队与民企互补共进的生态，推动 竞争格局从"跟跑"向"并跑"跨越。 全球竞逐白热化 中国加速抢占战略高地 产业规模指数级增长 市场空间加速打开 业内人士认为，卫星互联网正从概念验证迈入规模商用拐点，市场空间呈现爆发式增长。卫星互联网产业链涵盖"上游制造 －中游设备－下游运营"三大环节，各细分赛道机遇明确。上游卫星制造与发射是组网基础，卫星平台、通信载荷、火箭发 动机等核心部件需求激增， ...