Core Viewpoint - The A-share market continues to show strength in the commercial aerospace sector, with significant gains in various stocks following the exposure of China's "South Gate Plan" and advancements in aerospace technology [1][2]. Group 1: Stock Performance - Xinke Mobile saw an increase of 18.37%, with a total market capitalization of 64.1 billion and a year-to-date gain of 45.35% [2]. - Xingtou Measurement and Control rose by 15.35%, with a market cap of 18.5 billion and a year-to-date increase of 36.69% [2]. - Liujin Technology increased by 11.34%, with a market cap of 2.518 billion and a year-to-date gain of 21.28% [2]. - Fujida and Zhongtai Co. both rose nearly 11%, with market caps of 9.574 billion and 11.3 billion respectively [2]. - Other notable performers include Juyi Rigging, Tongyu Communication, and Zhongheng Design, each gaining 10% or more [1][2]. Group 2: Aerospace Developments - The "South Gate Plan" in China features the "Luan Bird," a 100,000-ton space mother ship capable of carrying 88 "Xuan Nu" unmanned aerial vehicles [1]. - Models of the "Bai Di" and "Zi Huo" fighter jets were also showcased, indicating advancements in China's aerospace capabilities [1]. - On the international front, NASA launched three satellites for exoplanet research aboard SpaceX's Falcon 9 rocket from Vandenberg Space Force Base in California [1].

Group 1 - The satellite industry is experiencing strong performance, with related ETFs attracting significant capital inflows, indicating substantial mid-to-long-term investment value due to policy support, technological breakthroughs, and market demand [1][2] - As of January 7, 2025, the Yongying Satellite ETF and the China Merchants Satellite Industry ETF have each received over 1 billion yuan in net inflows this year, while the Fortune Satellite ETF and the E Fund Satellite ETF have attracted 965 million yuan and 385 million yuan respectively [1] - The total net inflows for the Yongying Satellite ETF since Q4 2025 amount to 5.257 billion yuan, with the China Merchants Satellite Industry ETF and the Fortune Satellite ETF receiving 1.627 billion yuan and 1.22 billion yuan respectively [1] Group 2 - The strong performance of the satellite sector is attributed to multiple factors, including key technological breakthroughs, clear national strategies, sustained industrial demand, and active market recognition [2] - The Ministry of Industry and Information Technology supports new models like "mobile direct satellite" applications, aiming for over 10 million satellite communication users by 2030 and issuing satellite internet licenses to multiple operators [2] - The commercial space sector is expected to see a surge in IPOs following the revision of the fifth set of standards on the Sci-Tech Innovation Board, which includes commercial aerospace [2] Group 3 - Institutions are particularly focused on companies' future strategies in the commercial aerospace sector, with companies like Unisoc highlighting their advancements in products for this strategic area [3] - The successful launch of the Zhuque-3 rocket is seen as a critical solution to the long-standing issue of insufficient heavy-lift capacity in China's commercial aerospace, potentially accelerating satellite communication network deployment [3] - The satellite industry is anticipated to enter a new development phase driven by strong policy support and ongoing industrial progress, presenting mid-to-long-term investment opportunities [3]

Core Viewpoint - The satellite internet sector in the A-share market has emerged as a leading star, experiencing significant price increases and attracting substantial market attention at the beginning of 2026, driven by favorable policies and heightened market activity [2][4]. Market Performance - The A-share market has shown a strong upward trend, with the Shanghai Composite Index surpassing 4100 points by January 9, 2026, following a robust start to the year [3][4]. - The satellite internet concept has been a major contributor to this growth, with multiple stocks within the sector achieving significant gains, including several reaching their daily limit up [3][4]. Stock Price Increases - From January 5 to January 9, 2026, four companies in the satellite internet sector saw their stock prices rise by over 40%, specifically, Zhenlei Technology (48.18%), Leike Defense (45.82%), Tongyu Communication (42.34%), and Aerospace Hanyu (42.28%) [5]. - Other notable stocks, including China Satellite Communications, Qianzhao Optoelectronics, Aerospace Electronics, and Zhenyou Technology, also experienced substantial increases, all exceeding 30% [5]. Fundamental Performance - Despite the sharp rise in stock prices, some companies in the sector have reported relatively flat or declining revenue figures. For instance, Zhenlei Technology's revenue increased from 234 million yuan in 2022 to 302 million yuan in 2025, showing slow growth [6]. - Conversely, Leike Defense's revenue has been on a downward trend, dropping from 1.364 billion yuan in 2022 to 933 million yuan in 2025 [6]. - Tongyu Communication also experienced a decline in revenue, from 1.407 billion yuan in 2022 to 815 million yuan in 2025 [6]. Policy Support - The rise of the satellite internet sector is attributed to strong policy support, particularly the National Space Administration's action plan aimed at promoting high-quality development in commercial aerospace by 2027 [4][6]. - This policy environment has fostered optimism about the sector's growth potential, leading to increased investment in related stocks [4]. Market Risks - Several companies have issued announcements regarding abnormal stock price fluctuations, warning investors of potential risks associated with the rapid price increases [7][8]. - For example, Tongyu Communication reported a cumulative stock price increase of 191.65% since November 27, 2025, significantly outpacing the industry average [8]. - Aerospace Hanyu also noted a 200.81% increase in stock price since November 21, 2025, prompting them to clarify that their business fundamentals remain stable despite the price surge [8].

证券代码：002792 证券简称：通宇通讯 公告编号：2026-005 广东通宇通讯股份有限公司 关于董事会完成换届选举及聘任高级管理人员、证券事务代表的 公告 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。 广东通宇通讯股份有限公司（以下简称"公司"）于 2026 年 1 月 9 日召开 2026 年第一次临时股东会，采用累积投票方式选举产生 5 名非独立董事和 3 名 独立董事，与公司职工代表大会选举产生的 1 名职工代表董事共同组成公司第六 届董事会。同日，公司召开第六届董事会第一次会议，审议通过选举公司董事长、 董事会各专门委员会委员及聘任公司高级管理人员、证券事务代表等相关事项。 公司董事会换届选举和聘任高级管理人员等相关人员的工作已完成。现将相关情 况公告如下： 一、公司第六届董事会组成情况 公司第六届董事会由 9 名董事组成，其中独立董事 3 名，职工代表董事 1 名。成员如下： 非独立董事：吴中林先生（董事长）、时桂清（SHI GUIQING）女士（总经 理）、龚书喜先生、宁淑娟女士、阮永星先生； 独立董事：曹瑜强先生、储昭立先生、梁士伦先生； ...

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。 根据《中华人民共和国公司法》《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》等法律法规、规范性文件以及《广东通宇通讯股份 有限公司章程》（以下简称"《公司章程》"）等有关规定，广东通宇通讯股份有 限公司（以下简称"公司"）于 2026 年 1 月 9 日召开公司职工代表大会，经全体 与会职工代表表决，选举刘木林先生（简历详见附件）为公司第六届董事会职工代 表董事，与公司 2026 年第一次临时股东会选举产生的非职工代表董事共同组成公 司第六届董事会，其任期与第六届董事会任期一致。 刘木林先生当选公司职工代表董事后，公司第六届董事会中兼任公司高级管理 人员以及由职工代表担任的董事人数未超过公司董事总数的二分之一，符合相关法 律法规的要求。 特此公告。 广东通宇通讯股份有限公司董事会 二〇二六年一月十日 广东通宇通讯股份有限公司 关于选举第六届董事会职工代表董事的公告 证券代码：002792 证券简称：通宇通讯 公告编号：2026-006 附件：职工代表董事简历 刘木林先生：男，1979 年 ...

上海中联（广州）律师事务所 关于广东通宇通讯股份有限公司 2026 年第一次临时股东会的 法律意见 广州市天河区天河路 383 号太古汇写字楼一座 21 楼 电话: 020-81888869 传真:020-85200809 邮编: 510620 关于广东通宇通讯股份有限公司 上海中联（广州）律师事务所 2026 年第一次临时股东会的法律意见 上海中联（广州）律师事务所 关于广东通宇通讯股份有限公司 2026 年第一次临时股东会的 法律意见 2026GZ 证券 0001 号 致：广东通宇通讯股份有限公司 关于广东通宇通讯股份有限公司 上海中联（广州）律师事务所 2026 年第一次临时股东会的法律意见 （二）本次股东会现场会议根据会议通知于 2026 年 1 月 9 日 14:30 在广东 省中山市火炬开发区东镇东二路 1 号公司会议室召开。 除现场会议外，本次股东会亦通过深圳证券交易所交易系统、深圳证券交易 所互联网投票系统为公司股东提供了网络投票平台。通过深圳证券交易所交易系 统进行网络投票的时间为 2026 年 1 月 9 日 9:15-9:25，9:30-11:30 和 13:00-15:00； 通过深圳 ...

证券代码：002792 证券简称：通宇通讯 公告编号：2026-003 广东通宇通讯股份有限公司 2026 年第一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。 特别提示： 1、本次股东会无否决议案或修改议案的情况； 2、本次股东会不涉及变更以往股东会已通过的决议。 一、会议召开基本情况 1、召开时间： （1）现场会议时间：2026 年 1 月 9 日（星期五）14:30。 （2）网络投票时间：2025 年 1 月 9 日（星期五）。 其中，通过深圳证券交易所交易系统进行网络投票的时间为 2026 年 1 月 9 日 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 统投票的时间为 2026 年 1 月 9 日 9:15 至 15:00 期间的任意时间。 2、召开地点：广东省中山市火炬开发区东镇东二路 1 号公司会议室 3、召开方式：现场表决与网络投票相结合的方式 4、召集人：公司董事会 5、主持人：吴中林 6、本次股东会的召集、召开符合《中华人民共和国公司法》《中华人民共 和国证券法》 ...

证券代码：002792 证券简称：通宇通讯 公告编号：2026-004 广东通宇通讯股份有限公司 第六届董事会第一次会议决议公告 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、董事会会议召开情况 广东通宇通讯股份有限公司（以下简称"公司"）于 2026 年 1 月 9 日以现场 结合通讯表决的方式召开第六届董事会第一次会议。鉴于公司第六届董事会成员 已经同日召开的 2026 年第一次临时股东会与公司职工代表大会选举产生，为保 证董事会工作的衔接性和连贯性，根据《公司章程》及公司《董事会议事规则》 等有关规定，全体董事一致同意豁免本次董事会会议通知时间要求，并推举吴中 林先生主持本次会议。 本次会议应出席董事 9 名，实际出席董事 9 名。本次会议的召集和召开程序 符合《中华人民共和国公司法》《中华人民共和国证券法》等法律、行政法规、 部门规章、规范性文件及《公司章程》的规定。 事推选，第六届董事会专门委员会委员及召集人已经选举产生，任期自本次董事 会审议通过之日起至第六届董事会任期届满之日止。 二、董事会会议审议情况 与会董事经认真审议和表决，形成如下决 ...

Group 1 - The stock price of Tongyu Communication has reached a historical high, with the stock continuously breaking records over the past month, achieving 12 trading days of new highs [2] - As of 09:35, the stock is up 2.86%, priced at 58.95 yuan, with a trading volume of 26.02 million shares and a transaction amount of 1.504 billion yuan, resulting in a turnover rate of 7.70% [2] - The latest total market capitalization of the stock is 30.88 billion yuan, with a circulating market value of 19.91 billion yuan [2] Group 2 - The communication industry, to which Tongyu Communication belongs, has an overall decline of 1.64%, with 58 stocks rising, including Xinke Mobile, Fujida, and Dongxin Peace, which have increased by 13.18%, 11.38%, and 6.24% respectively [2] - Conversely, 70 stocks have declined, with notable drops from Xinyi Sheng, Hengdong Light, and Shijia Technology, which fell by 6.39%, 6.19%, and 5.37% respectively [2] Group 3 - The latest margin trading data shows that as of January 8, the margin balance for Tongyu Communication is 1.249 billion yuan, with a financing balance of 1.247 billion yuan, reflecting an increase of 226 million yuan over the past 10 days, a growth of 22.17% [2] Group 4 - The company's Q3 report indicates that for the first three quarters, it achieved an operating income of 815 million yuan, a year-on-year decrease of 3.34%, and a net profit of 25.27 million yuan, down 50.91% year-on-year, with basic earnings per share of 0.0481 yuan and a weighted average return on equity of 0.01% [2]

Group 1 - China Petroleum & Chemical Corporation and China Aviation Oil Group have received approval from the State Council for a restructuring [2] - The Guangzhou Municipal Government has issued a plan to accelerate the construction of an advanced manufacturing city from 2024 to 2035, focusing on reusable rocket technology and establishing testing bases for large liquid rockets [2] - On January 8, polysilicon futures hit the limit down with a decline of 9%, following a meeting where the State Administration for Market Regulation discussed monopoly risks with major solar companies [2] Group 2 - Nestlé has initiated a precautionary recall of specific batches of infant formula in several European countries, with the Chinese subsidiary complying with the recall to protect consumer rights [3] - Fenglong Co. may apply for a trading suspension if its stock price continues to rise abnormally [5] - Pritchard Co. does not expect large-scale orders for its LCP film products in the brain-computer interface sector in the short term [6] - Vanke A has announced the resignation of its retiring executive vice president, Yu Liang [7] - Jiangshun Technology is planning to jointly invest in the establishment of an investment fund [8] - Kuanse Co. clarified that it is not involved in commercial aerospace or satellite navigation businesses, countering media reports [9]