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]

12月1日，通宇通讯收涨10.01%，收盘价为26.16元，发生1笔大宗交易，合计成交量31.73万股，成交金 额771.04万元。 第1笔成交价格为24.30元，成交31.73万股，成交金额771.04万元，溢价率为-7.11%，买方营业部为华福 证券有限责任公司上海分公司，卖方营业部为甬兴证券有限公司北京分公司。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生14笔大宗交易，合计成交金额为4612.38万元。该股近5个交易日 累计上涨43.97%，主力资金合计净流入3.59亿元。 责任编辑：小浪快报 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300638 | 广和通 | 32.38 | 20.01% | 145.74万 | 45.28亿 | | 600734 | 实达集团 | 5.59 | 10.04% | 638.56万 | 33.47亿 | | 603803 | 瑞斯康达 | 11.43 | 10.01% | 54.24万 | 6.04亿 | | 002792 | 通宇通讯 | 26.16 | 10.01% | - 3.09万 | 8074.41万 | | 000063 | 中兴通讯 | 46.30 | 10.00% | 327.26万 | 146.66亿 | | 002881 | 美格智能 | 45.87 | 10.00% | 12.59万 | 5.61亿 | | 920374 | 云里物里 | 25.90 | 7.47% | 2.29万 | 5869.62万 | | 300555 | ST路通 | 13.63 | 7.15% | 8.08万 | 1.08亿 | | 920249 ...

12月1日，通宇通讯大宗交易成交31.73万股，成交额771.04万元，占当日总成交额的8.72%，成交价24.3 元，较市场收盘价26.16元折价7.11%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-12-01 | 002792 | 通宇通讯 | 24.30 | 31.73 | | 771.04 华福证券有限责任 | 甬兴证券有限公司 | | | | | | | | 公司上海分公司 | 北京分公司 | ...

Market Performance - The A-share market rebounded, with the Shanghai Composite Index surpassing 3900 points, closing up 0.65%, while the Shenzhen Component and ChiNext Index rose by 1.25% and 1.31% respectively [3] - A total of 3398 stocks increased in value, with 76 stocks hitting the daily limit up, while 1872 stocks declined [4] Sector Highlights - The consumer electronics sector saw a collective surge, particularly in AI smartphone-related stocks, with companies like ZTE Corporation and Chaoyang Technology reaching their daily limit up [6] - The commercial aerospace concept stocks continued their strong performance, with companies such as Reco Defense and Tongyu Communication also hitting the daily limit up. The establishment of a dedicated regulatory body for commercial aerospace in China is seen as a significant milestone for the industry [9] - Stocks related to photolithography machines and photolithography materials experienced gains, with companies like Xingye Co. and Guofeng New Materials reaching their daily limit up [11] Company-Specific News - Emei Mountain A shares hit the daily limit up, driven by the announcement of a shareholder reward program. Shareholders holding over 500 shares will receive free entry to the Emei Mountain scenic area and discounts on various services [14][15]

截至收盘，上证指数报收3914.01点，上涨0.65%；深证成指收于13146.72点，上涨1.25%；创业板指上 涨1.31%；科创50指数上涨0.72%。 两市涨停股一览 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002792 | 通宇通讯 | 26.16 | 0.93 | 4018.59 | 105126.45 | 通信 | | 000063 | 中兴通讯 | 46.30 | 8.13 | 2030.01 | 93989.58 | 通信 | | 000547 | 航天发展 | 14.86 | 8.98 | 3323.34 | 49384.82 | 国防军工 | | 600977 | 中国电影 | 19.02 | 1.03 | 2236.83 | 42544.45 | 传媒 | | 001318 | 阳光乳业 | 17.57 | 9.09 | 2090.12 | 36723.41 | 食品饮料 | | 002565 | 顺灏股份 | 8.83 ...

Core Viewpoint - Tongyu Communication's stock price has experienced a significant surge, attributed to its recent investment activities and the performance of its associated companies in the aerospace sector [2][3]. Group 1: Company Performance and Stock Activity - On December 1, Tongyu Communication's stock opened with a limit increase, continuing a trend from the previous two days [2]. - The company announced that its operational status remains normal, with no significant changes in the internal or external business environment [2]. - The stock price fluctuations may be linked to the investment in Beijing Lingkong Tianxing Technology Co., which is involved in hypersonic technology [3]. Group 2: Investment and Strategic Partnerships - Tongyu Communication has established a fund with professional investment institutions, contributing 100 million yuan to Lingkong Tianxing [2]. - The investments in Lingkong Tianxing and Jingji Communication are expected to create synergies with Tongyu Communication's business [3]. Group 3: Lingkong Tianxing's Business and Achievements - Lingkong Tianxing focuses on hypersonic technology services and has made significant advancements in the aerospace sector [3]. - The company has achieved a compound annual growth rate of over 200% in revenue over the past five years and has completed over 80 projects, primarily serving national defense entities [3]. - Recent developments include successful test flights of hypersonic aircraft and engines, marking progress in the engineering phase of high-speed aircraft [4][5].