证券代码：002792 证券简称：通宇通讯 公告编号：2026-013 广东通宇通讯股份有限公司 股票交易异常波动公告 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、股票交易异常波动的情况介绍 广东通宇通讯股份有限公司（以下简称"公司"）股票交易价格连续三个 交易日内（2026 年 1 月 22 日、2026 年 1 月 23 日、2026 年 1 月 26 日）收盘价 格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易规则》的相关规定， 属于股票交易异常波动的情况。 二、公司关注并核实情况的说明 针对公司股票交易异常波动，公司董事会已对公司、控股股东及实际控制 人就公司股票交易发生异常波动问题进行了核实，现将有关情况说明如下： 4、经核查，公司、控股股东、实际控制人不存在关于公司的应披露而未披 露的重大事项，也不存在处于筹划阶段的重大事项； 5、控股股东、实际控制人在股票交易异常波动期间不存在买卖公司股票的 情形。 三、是否存在应披露而未披露信息的声明 公司董事会确认，公司目前没有任何根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露 ...

Core Viewpoint - The article investigates the phenomenon surrounding the mysterious figure "Chen Xiaoqun," highlighting how third-party trading software and licensed brokerages have contributed to the creation of a "cult of personality" around this figure, leading to speculative trading behaviors among retail investors [3][4]. Group 1: Market Dynamics - The commercial aerospace sector has experienced significant volatility, with "Chen Xiaoqun" emerging as a focal point in speculative trading activities [3]. - The trading seat associated with "Chen Xiaoqun" at China Galaxy Securities' Dalian Huanghe Road branch has seen substantial net buying, with a reported net purchase of 3.79 billion yuan for Jin Feng Technology, leading to a notable increase in stock prices [6][23]. - Following the identification of "Chen Xiaoqun" on the trading leaderboard, stocks associated with this figure have averaged a price increase of over 4% the following day, with some stocks even hitting the daily limit [6][23]. Group 2: Role of Third-Party Software - Major financial data platforms like Tonghuashun, Dongfang Caifu, and Wind have algorithmically linked "Chen Xiaoqun" to specific trading seats, facilitating retail investors' speculative behaviors [3][10]. - The presence of "Chen Xiaoqun" on trading leaderboards has been utilized by various brokerage apps, which have labeled specific trading seats and stocks with his name, thereby influencing market dynamics and retail investor behavior [21][23]. - The article notes that 19 brokerage apps have implemented similar labeling practices, with over 10 explicitly marking "Chen Xiaoqun" as a top trader, further amplifying the speculative trading environment [23]. Group 3: Investor Behavior and Sentiment - Retail investors have increasingly shifted their focus from traditional financial analysis to tracking the movements of "Chen Xiaoqun," reflecting a growing trend of following popular figures in trading rather than relying on fundamental analysis [9][10]. - Social media platforms are rife with unverified claims and extravagant displays of wealth attributed to "Chen Xiaoqun," contributing to the mythos surrounding this figure and encouraging speculative trading among followers [7][9]. - The phenomenon has raised concerns about the integrity of information disclosure in the securities market, as the unverified status of "Chen Xiaoqun" raises questions about the legitimacy of the trading strategies being promoted [4][5].

通宇通讯今日涨5.90%，成交额75.61亿元，换手率41.49%，盘后龙虎榜数据显示，深股通专用席位买入 5.12亿元并卖出5.60亿元，1家机构专用席位净买入4117.37万元，有1家机构专用席位净卖出1.08亿元。 ...

Core Viewpoint - The article discusses the phenomenon surrounding the mysterious figure "Chen Xiaoqun" in the A-share market, highlighting the role of third-party trading software and licensed brokers in creating a "cult of personality" around this figure, which has led to significant market volatility and speculative trading behavior [2][6][8]. Group 1: Market Dynamics - The commercial aerospace sector experienced significant fluctuations in January 2026, with stocks like Jin Feng Technology seeing a surge in trading activity attributed to the "Chen Xiaoqun" trading seat, which recorded a net purchase of 379 million yuan [6][24]. - The "Chen Xiaoqun" seat has been linked to a notable increase in stock prices, with an average rise of over 4% the day after it appears on the leaderboard, leading to a frenzy among retail investors [6][24]. - The trading strategy associated with the "Chen Xiaoqun" seat is characterized by short-term trading on hot topics, with a holding period typically lasting only a few days, which aligns with the rapid dissemination of information through social media [22][24]. Group 2: Role of Third-Party Software - Major third-party platforms like Tonghuashun, Dongfang Caifu, and Wind have played a crucial role in tagging the "Chen Xiaoqun" seat, providing retail investors with a pathway to follow its trading activities [9][10][13]. - These platforms have created a feedback loop where the visibility of the "Chen Xiaoqun" seat on trading leaderboards encourages more investors to follow suit, thereby amplifying market movements [9][22]. - The tagging of the "Chen Xiaoqun" seat by various brokerage apps has been found to be widespread, with over 10 licensed institutions participating in this practice, further enhancing the speculative nature of trading around this figure [13][14]. Group 3: Speculative Behavior and Risks - The article highlights concerns regarding the potential manipulation of retail investors through the "Chen Xiaoqun" phenomenon, where large investors may use the leaderboard to attract smaller investors and subsequently sell off their positions [3][25]. - There are indications that the "Chen Xiaoqun" identity may be a facade, with speculation that it could represent a group of traders rather than an individual, raising questions about the integrity of the trading practices associated with this name [7][25]. - The volatility surrounding stocks linked to the "Chen Xiaoqun" seat has led to significant price corrections shortly after peaks, indicating a pattern of "quick in and out" trading that could mislead retail investors [24][27].

Group 1 - US stock market showed mixed results with Nasdaq and S&P slightly up while Dow Jones declined, Intel's stock plummeted by 17% due to poor earnings guidance, while Nvidia and other chip stocks provided support [1] - The dollar index continued to weaken, and gold futures reached an all-time high, with silver breaking the $100 mark for the first time, driven by severe weather that caused US natural gas prices to surge by 70% in a week [1] - European countries hold approximately $3.6 trillion in US Treasury bonds, representing 40% of the overseas total, which could be used as leverage against the US amid tariff pressures, although coordinated selling may lead to significant losses [2][19] Group 2 - Japanese Prime Minister Fumio Kishida's tax cut promises have raised market concerns, leading to a massive sell-off of Japanese government bonds, causing long-term bond yields to soar to multi-year highs [3][20] - The US oil service giant SLB stated it could quickly expand operations in Venezuela if permitted, being the only international oil service company currently operating there, with competitors like Halliburton also looking to re-enter the market [4][21] - Canadian billionaire Eric Sprott has significantly profited from investing in the struggling Hycroft Mining Company, with a return on investment of 678%, capitalizing on the bull market for gold and silver [5][22] Group 3 - Silver prices have historically surpassed $100 per ounce, with a year-to-date increase of 40%, driven by strong industrial demand and ongoing structural supply shortages [6][23] - Economists have revised their expectations, indicating that the Federal Reserve may delay interest rate cuts until June, with inflation pressures and a robust labor market reducing the urgency for rate reductions [7][24] - Nomura's chief economist suggested gradually increasing farmers' pensions to 1,000 yuan per month, which could significantly improve rural elderly income expectations and stimulate consumption [8][25] Group 4 - The A-share market saw a surge in the photovoltaic sector, with major investment from well-known funds in commercial aerospace and semiconductor industries, indicating a strong institutional interest [10][26] - Musk's support for space-based solar power has led to a significant rally in photovoltaic stocks, with over 30 stocks hitting the daily limit up, although the industry still faces substantial technical and cost challenges [11][28] - China Merchants Bank has become the first bank to surpass 13 trillion yuan in total assets, indicating a potential turning point in its financial performance, while other banks also reached significant asset milestones [12][29]

Group 1 - JunDa Co., Ltd. announced that the comprehensive cost-effectiveness of perovskite photovoltaic technology in extreme space environments remains to be verified [2][5] - The company has invested 30 million yuan to acquire a 16.67% stake in Starwing Chip Energy, but no formal business agreement has been signed for space photovoltaic projects [2][5] - The technology shows potential advantages in lightweight, low cost, and high radiation resistance, but long-term reliability and cost-effectiveness in space are still uncertain [2][5] Group 2 - Aotewei stated that the "space photovoltaic" sector is still in the early exploration and research phase, with significant uncertainties in the industrialization process [3] - The company emphasized that product development to commercial application requires a considerable period, and the impact of related positive expectations on actual operating performance is highly uncertain [3] Group 3 - Tongyu Communications announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology, investing 30 million yuan for a 1.8293% stake [3] - The company will transition from direct to indirect ownership of Hongqing Technology through a partnership agreement [3] Group 4 - Huajin Technology received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 101,573,100 shares [4] - Trina Solar announced a change in the use of remaining raised funds, reallocating 1.7 billion yuan to a new project for distributed smart photovoltaic power station construction [4][5] Group 5 - Yunnan City Investment plans to publicly transfer a 10.5% stake in Qicai Company with a base price of 293 million yuan [6] - Zijin Mining announced the completion of the second phase of the Giant Dragon Copper Mine, increasing production capacity to 350,000 tons per day [6] Group 6 - Shuaifeng Electric expects a net profit loss of 43 million to 62 million yuan in 2025, with potential delisting risk warnings for its stock [7] - Anqi Yeast plans to invest 222 million yuan in a green manufacturing project for yeast products with an annual output of 12,000 tons [7] Group 7 - Zhengzhou Coal and Electricity announced the cessation of production at the Chaohua Coal Mine due to resource depletion and safety risks, expecting a 311 million yuan impairment loss [8] - Oujing Technology announced partial production line shutdowns at its subsidiaries to reduce losses and operating costs [8] Group 8 - North Car Blue Valley plans to invest in the construction of a high-end platform model industrialization and digital upgrade project with a total investment of 1.991 billion yuan [9] - Jingzhida signed a significant contract worth 1.311 billion yuan for semiconductor testing equipment [9] Group 9 - Yanghe Co. announced a cash dividend plan for 2025-2027, committing to distribute no less than 100% of net profit each year [10] - Yanghe Co. also projected a net profit decline of 62.18% to 68.30% for 2025 due to market adjustments and increased channel inventory [10] Group 10 - Huitong Energy expects a net profit decrease of 69.51% to 75.82% for 2025, primarily due to the absence of non-recurring income from property relocation rewards [11] - Dahua Co. reported a net profit increase of 32.65% for 2025, driven by business optimization and cost control [12] Group 11 - Hangzhou Bank reported a net profit increase of 12.05% for 2025, maintaining a stable non-performing loan ratio [12] - Aotejia expects a net profit increase of 41.85% to 79.67% for 2025, supported by sales growth and cost control measures [12] Group 12 - Shenke Co. anticipates a net profit increase of 65.75% to 98.9% for 2025, benefiting from overseas strategy and revenue growth [13] - Pioneering Technology expects a net profit increase of 50.82% to 109.21% for 2025, driven by product technology iterations and market expansion [13] Group 13 - Shanchuang Technology expects a net profit increase of 81.77% to 134.78% for 2025, fueled by demand for enterprise-level storage products [14] - Anshuo Information anticipates a net profit increase of 52.44% to 98.83% for 2025, with government subsidies contributing to the growth [14] Group 14 - Zhongwei Company expects a net profit increase of 28.74% to 34.93% for 2025, driven by increased customer recognition of its plasma etching equipment [15] - Jingfang Technology anticipates a net profit increase of 44.41% to 52.32% for 2025, benefiting from the automotive industry's growth [16] Group 15 - Fuda Alloy expects a net profit increase of 119.14% to 219.95% for 2025, driven by strong demand in emerging applications [17] - Feirongda anticipates a net profit increase of 57.23% to 83.43% for 2025, supported by stable growth in communication and cooling business [17] Group 16 - Licheng Performing Arts expects a net profit decrease of 12.75% to 32.21% for 2025, impacted by regional travel environment fluctuations [22] - Lisheng Pharmaceutical anticipates a net profit increase of 116.77% to 138.44% for 2025, driven by market expansion and product sales [23] Group 17 - JMC reported a net profit decrease of 22.71% for 2025, despite a 2.07% increase in total revenue [27] - Daoshi Technology expects a net profit increase of 206.01% to 269.76% for 2025, driven by overseas business expansion [28] Group 18 - Jin Kai New Energy plans to repurchase shares worth 500 million to 600 million yuan, with a maximum repurchase price of 7.5 yuan per share [29] - Longyun Co. announced a stock suspension due to plans to acquire a 58% stake in Yuheng Film Industry [30]

智通财经APP讯，通宇通讯(002792.SZ)公告，公司此前参与了北京蓝箭鸿擎科技有限公司(简称"鸿擎科 技")的A1轮融资。近日公司与相关方签署了《上海浩瀚力行企业管理合伙企业(有限合伙)合伙协议》， 公司作为有限合伙人以自有资金认缴上海浩瀚力行企业管理合伙企业(有限合伙)("浩瀚力行")出资额 3,000万元。认缴完成后，浩瀚力行将以3000万元受让公司所持鸿擎科技全部股权。交易完成后，公司 将由直接持有鸿擎科技股权转为通过合伙企业间接持有其股权。 ...

通宇通讯（002792）(002792.SZ)公告，公司此前参与了北京蓝箭鸿擎科技有限公司(简称"鸿擎科技")的 A1轮融资。近日公司与相关方签署了《上海浩瀚力行企业管理合伙企业(有限合伙)合伙协议》，公司作 为有限合伙人以自有资金认缴上海浩瀚力行企业管理合伙企业(有限合伙)("浩瀚力行")出资额3,000万 元。认缴完成后，浩瀚力行将以3000万元受让公司所持鸿擎科技全部股权。交易完成后，公司将由直接 持有鸿擎科技股权转为通过合伙企业间接持有其股权。 ...

（编辑 任世碧） 证券日报网讯 1月23日，通宇通讯发布公告称，公司围绕公司战略布局，为持续提升公司在卫星通信领 域的综合竞争力，强化产业协同效应，实现资源整合与优势互补，参与了北京蓝箭鸿擎科技有限公司 （简称"鸿擎科技"或"标的公司"）的A1轮融资。公司以自有资金出资人民币3，000万元，认缴鸿擎科技 新增注册资本51.5597万元，剩余部分计入资本公积，以取得本次增资完成后鸿擎科技的1.8293%股权。 近日公司与相关方签署了《上海浩瀚力行企业管理合伙企业（有限合伙）合伙协议》，公司作为有限合 伙人以自有资金认缴上海浩瀚力行企业管理合伙企业（有限合伙）（简称"合伙企业"或"浩瀚力行"）出 资额3，000万元。认缴完成后，浩瀚力行将以3，000万元受让公司所持鸿擎科技全部股权（对应注册资 本51.5597万元）。本次交易完成后，公司将由直接持有鸿擎科技股权转为通过合伙企业间接持有其股 权。 ...

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]