通宇通讯盘中涨停，已连收4个涨停板，截至9:31，该股报28.78元，换手率0.78%，成交量261.63万股， 成交金额7529.60万元，涨停板封单金额为13.48亿元。连续涨停期间，该股累计上涨46.46%，累计换手 率为21.19%。最新A股总市值达151.08亿元，A股流通市值95.95亿元。 证券时报·数据宝统计，两融数据来看，该股最新（12月1日）两融余额为3.91亿元，其中，融资余额 3.90亿元，较前一个交易日减少5215.20万元，环比下降11.79%，近4日累计减少5502.15万元，环比下降 12.36%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%、日涨幅偏离值达7%上榜龙虎榜1 次，买卖居前营业部中，机构净卖出887.88万元，深股通累计净卖出2114.06万元，营业部席位合计净买 入8331.41万元。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.12.01 | 10.01 | 0.93 | 3600.58 | | 2025.11.2 ...

① 消费电子与AI手机领涨。消费电子板块成为今日行业涨幅领头羊，AI手机概念股持续走强，天音控 股（000829）、福蓉科技（603327）等多股涨停。直接催化剂是字节跳动与*中兴通讯合作推出AI手机 即将发布的消息。 今日A股市场 "科技成长"与"全球通胀交易"两条主线同时发力，一边是AI手机、商业航天、国产算力的 全面爆发，一边是有色金属、贵金属在国际大宗价格新高刺激下的强势领涨。指数层面的热闹，掩盖不 了资金在结构与逻辑上的深层选择：有人在抢未来的算力与星链，有人在押注当下的稀缺与涨价。科技 拼的是产业趋势与国产替代，资源赌的是全球货币与供给冲击。看懂这两条线，才能看清这轮行情的温 度与边界。 科技成长主线：从AI手机到6G，国产算力全线升温 这不只是单一产品的预热，而是AI终端落地加速的信号——当大模型开始嵌入手机，硬件升级与换机 周期的逻辑被重新激活。 ② 商业航天与6G共振。商业航天迎来政策加持——国家航天局设立商业航天司，产业链从火箭制造、 卫星研制到地面应用有望全线受益。与商业航天同步走强的还有6G概念，雷科防务（002413）、通宇 通讯（002792）等个股涨停。太空经济叠加下一代通信标准 ...

Market Performance - The A-share market showed a strong upward trend on December 1, with the Shanghai Composite Index returning above 3900 points, closing up 0.65% [2] - The Shenzhen Component Index rose by 1.25%, while the ChiNext Index increased by 1.31% [2][3] Sector Highlights - The AI mobile phone and smart wearable sectors were particularly active, with the semiconductor industry chain experiencing a midday surge, especially in photolithography machines and MCU chips [2] - The commercial aerospace concept stocks continued to perform strongly, with multiple stocks hitting the daily limit [4] Notable Stocks - Several stocks saw significant gains, including: - Haosheng Electronics (+29.97% to 22.64) - Yunzhu Technology (+20.00% to 51.30) - Beilong Precision (+20.00% to 55.63) [4] - Zhongxing Communications and Chaoyang Technology also performed well, both gaining around 10% [5] Trading Volume and Capital Flow - The total trading volume in the Shanghai and Shenzhen markets reached 1.87 trillion, an increase of 288.1 billion from the previous trading day, with nearly 3400 stocks rising [5] - Main capital inflows were observed in the semiconductor, communication, and non-ferrous metal sectors, while outflows were noted in photovoltaic equipment, software development, and media sectors [7] Institutional Insights - Galaxy Securities indicated that the A-share market is expected to maintain an upward trend in December, with a short-term structure characterized by fluctuations [8] - CITIC Securities suggested that any potential downturns could present better investment opportunities, advocating for a strategy focused on selective positioning for the upcoming year-end market [8]

消息面上，据国家航天局消息，该局已于近期设立商业航天司，相关业务正在逐步开展。 编辑 ｜ 钉钉 | 代码 | 名称 | 涨幅%√ | 现价 | | --- | --- | --- | --- | | 300053 | 航宇微 | +20.01% | 18.23 | | 920564 | 天润科技 | +19.19% | 28.82 | | 300102 | 乾照光电 | +13.32% | 21.61 | | 300123 | 亚光科技 | +12.82% | 8.45 | | 688066 | 航天宏图 | +12.31% | 30.75 | | 002413 | 雷科防务 | +10.05% | 8.43 | | 002651 | 利君股份 | +10.02% | 11.86 | | 002625 | 光启技术 | +10.01% | 49.68 | | 002792 | 通宇通讯 | +10.01% | 26.16 | | 000547 | 航天发展 | +9.99% | 14.86 | | 002565 | 顺灏股份 | +9.96% | 8.83 | | 002519 | 银河电子 | +9.92% ...

Core Viewpoint - Tongyu Communication is actively participating in the aerospace industry fund, focusing on investments in commercial aerospace, satellite communication, and advanced manufacturing sectors, with a total capital contribution of 120 million yuan [1] Investment Details - The company has made an initial investment of 20 million yuan in Shanghai Jingji Communication Technology Co., Ltd., aimed at the research and development of commercial aerospace measurement and control, communication, and spaceborne phased array antenna products [1] - Additionally, the fund will allocate 100 million yuan to invest in Beijing Lingkong Tianxing Technology Co., Ltd., targeting the hypersonic vehicle and technology service sectors, which aligns with the company's main business for synergistic effects [1]

今日26股封单资金超过1亿元。 涨停战场： 通宇通讯封单资金逾10亿元 据证券时报·数据宝统计，今日（12月1日），从收盘涨停板封单量看，今飞凯达、雷科防务、通宇通讯、顺灏股份排名前四，依次为47.97万手、 40.89万手、40.19万手、40.11万手；梅雁吉祥、航天发展、银河电子等股紧随其后，封单量均在30万手以上。 从连续涨停天数看，金富科技斩获6连板；*ST亚太实现5连板；海欣食品、海王生物完成4连板；通宇通讯、道明光学、睿能科技、*ST国华收获3 个连续涨停。 今日26股封单资金超过1亿元。通宇通讯、中兴通讯、航天发展、中国电影、北京君正5股封单资金超过4亿元，依次为10.51亿元、9.4亿元、4.94亿 元、4.25亿元、4亿元；阳光乳业、顺灏股份、雷科防务等股随后，封单资金均逾3亿元。 通宇通讯积极拓展卫星通信业务，已形成覆盖"星—地—端"全链条的产品布局，包括卫星通信载荷、地面站终端及终端应用。截至2025年6月末， 公司已在射频通信领域拥有授权专利700多项，涵盖国际、发明及实用新型等多种类型。公司今日发布股票交易异常波动公告，表明公司、控股股 东、实际控制人不存在应披露而未披露的重大事项 ...

Core Viewpoint - The company is actively expanding its satellite communication business, establishing a comprehensive product layout covering the entire "star-earth-end" chain, which includes satellite communication payloads, ground station terminals, and terminal applications [1] Group 1: Business Development - The company has over 700 authorized patents in the RF communication field as of June 2025, encompassing various types including international, invention, and utility model patents [1] - The company will continue to deepen its "communication antenna + satellite communication" dual-drive strategy, accelerating research on 6G and low-orbit satellite internet deployment [1] Group 2: Market Position - The company aims to further consolidate its leading position in the global communication equipment sector [1]

广东通宇通讯股份有限公司 投资者关系活动记录表 证券代码：002792 证券简称：通宇通讯 编号：2025-016 端在线率与采集成功率，告别人工补采的低效模式；②新能源场站 高效运维：为戈壁、沙漠等区域的光伏、风电场站提供稳定通信链 路，有效缩短测试周期，减少弃风弃光损失；③输电线路智能巡检： 支持巡检相关数据实时上传，搭配定位功能，显著提升巡检效率， 降低人工巡查风险；④设备状态远程监控：实现电力基站、输电杆 塔等无人值守设备的 24 小时状态监测，支持远程指令下达，减少 现场维护频次，降低运维成本。 4、问：公司自 2024 年底以来围绕卫星通信领域进行了一系列 战略投资，其背后的主要战略考量？ 答：公司在卫星通信领域的投资，是一次围绕产业链关键环节 进行的系统性、前瞻性的战略部署。其核心战略考量如下：通过出 资参股鸿擎科技、专项基金投资上海京济通信，旨在锁定并强化在 卫星核心零部件与通信载荷等上游关键环节的布局，夯实整个产业 链的技术与供应基础。联合武汉洪山国资成立合资公司，是为了深 化政企合作，融入区域产业生态。通过合作设立"常州市通宇致垣 创业投资基金合伙企业（有限合伙）"，并计划投资某低轨卫星互 ...

Core Viewpoint - The establishment of a dedicated Commercial Space Administration by the National Space Administration of China marks a significant step towards the high-quality development of China's commercial space industry, with the potential for the entire industry chain to benefit from this initiative [1] Industry Summary - On December 1, A-shares saw a collective rise, with the Shanghai Composite Index returning to 3900 points, driven by strong performance in the commercial aerospace sector [1] - The establishment of the Commercial Space Administration and the release of the "Action Plan for Promoting High-Quality and Safe Development of Commercial Space (2025-2027)" indicate a solid policy framework for China's commercial space sector [1] - The Action Plan aims to integrate commercial space into the overall national space development layout, enhancing production capabilities and overall effectiveness in space development, supporting the construction of a strong space nation [1] Company Summary - Notable stocks in the commercial aerospace sector include Aerospace Development (000547) with 12 consecutive trading days of gains, Tongyu Communication (002792) with 3 consecutive gains, and several others reaching their daily price limits [1] - Citic Securities suggests that with the establishment of the Commercial Space Administration and the release of the Action Plan, the commercial space sector is expected to enter a new phase of frequent launches starting in 2026, highlighting investment opportunities in low-orbit satellite internet and rocket launch industries [1]

Group 1: New Stock Offerings - Tianpu Co., Ltd. (Stock Code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] - Jianglong Shipbuilding (Stock Code: 300589) reported severe abnormal fluctuations[1] - Peking University Medicine (Stock Code: 000788) announced a trading update[1] Group 2: Trading Updates - Tongyu Communication (Stock Code: 002792) reported a trading update on December 1, 2025[1] - Daoming Optics (Stock Code: 002632) also provided a trading update on December 1, 2025[1] - Rongji Software (Stock Code: 002474) issued a trading update on December 1, 2025[1] Group 3: Abnormal Fluctuations - Ruineng Technology (Stock Code: 603933) reported a trading update on November 29, 2025, with a fluctuation of 6%[1] - Maoye Commercial (Stock Code: 600828) also reported a fluctuation of 6% on November 29, 2025[1] - Heshun Petroleum (Stock Code: 603353) reported a fluctuation of 7% on November 29, 2025[1]