Group 1 - The company has invested in satellite internet-related businesses, indicating a strategic move to enhance its existing satellite operations and strengthen the industry chain collaboration [2] - The company has laid out plans for satellite communication, including onboard antennas, ground terminals, and integrated networking technology, which have entered the low Earth orbit satellite supply chain and secured overseas orders [2] - The business benefits from national policies on 6G and satellite constellation construction, suggesting long-term growth potential [2] Group 2 - The company has a stake in Blue Arrow Hongqing (Honghu Satellite Constellation) and has established an industrial fund to enhance the synergy between satellite and ground operations [2] - The aim is to complete the full industry chain layout from satellite design to terminal, thereby improving market competitiveness [2]

（记者 胡玲） 通宇通讯（002792.SZ）10月14日在投资者互动平台表示，目前低轨卫星互联网龙头企业分别是：国网 （GW）12992颗星座组网，由国家队中国星网组建；千帆12000颗星座组网，由上海垣信主导；鸿鹄 10000颗星座，由蓝箭鸿擎主导；公司此前已投资蓝箭鸿擎，其余相关项目也在有序推进中。我们将持 续深化与三大主流星座的协同合作，具体进展敬请关注后续公告。 每经AI快讯，有投资者在投资者互动平台提问：公司之前公告的龙头卫星互联网企业是哪家？ ...

Core Insights - Shanghai Yuanxin, China's version of "Starlink," is conducting a new financing round estimated at 5 to 6 billion RMB, with a pre-investment valuation exceeding 40 billion RMB [1] - The company plans to launch 648 satellites by 2026, 1296 by 2027, and reach a total of 15,000 satellites after 2030 [1] Company Developments - Tongyu Communication has invested 100 million RMB in Shanghai Yuanxin and has secured orders for satellite antennas and other components, anticipating satellite communication orders worth 2 to 3 billion RMB in the coming years [1] - Guangzhou Haige Communication is accelerating the development of satellite communication chips, with plans for mass production in 2026 [1]

Group 1: Trade Policies and Regulations - The Chinese Ministry of Commerce responded to the U.S. threat of imposing a 100% tariff on certain exports, stating that China does not wish to engage in a trade war but is prepared to defend its interests [2] - China announced export controls on rare earth materials, emphasizing that these measures are a legitimate action to enhance its export control system and are not a ban on exports [3][5] - The new regulations specify that exports for military purposes will generally not be permitted, while applications for civilian uses will be reviewed on a case-by-case basis [5] Group 2: Market Reactions and Economic Impact - The U.S. has over 3,000 items on its export control list, while China has only about 900, indicating a disparity in the scope of export controls [2] - The recent tensions and export controls are expected to significantly impact international trade and supply chain stability, particularly in the semiconductor and technology sectors [2][3] Group 3: Corporate Developments - Qualcomm is under investigation by China's market regulatory authority for potential violations of antitrust laws, highlighting ongoing scrutiny of foreign companies operating in China [6] - The Dutch government has taken action against Wintech's subsidiary, Nexperia, freezing its control over certain assets and requiring adjustments to its operations [7] Group 4: Industry Trends - The Chinese government is focusing on enhancing its information infrastructure and promoting the integration of AI with manufacturing, which may create new opportunities in the tech sector [9] - The housing sector has seen significant developments, with over 50 billion square meters of new residential space sold and substantial improvements in housing conditions during the 14th Five-Year Plan [11]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002792 证券简称：通宇通讯 公告编号：2025-065 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、本次对外投资概述 为推动公司战略实施，借助专业投资机构的行业经验和资源优势，深化在卫星通信领域的产业布局，增 强产业协同能力，实现资源整合与竞争力提升，近日广东通宇通讯股份有限公司（以下简称"公 司"或"通宇通讯"）与深圳成电大为私募股权基金管理合伙企业（有限合伙）（以下简称"成电大为"） 及其他有限合伙人签署《常州市通宇致垣创业投资基金合伙企业（有限合伙）合伙协议》，共同设 立"常州市通宇致垣创业投资基金合伙企业（有限合伙）"（暂定名，具体名称以工商注册为准，以下简 称"合伙企业"或"基金"）。本合伙企业为专项基金，基金备案成立后拟投资企业为某低轨卫星互联网龙 头企业。公司作为有限合伙人以自有资金认缴合伙企业出资额10,000万元。 根据《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7号——交易与关联 交易》等法律法规 、规范性文件及《公司章程》等有关规定，本次投资 ...

证券代码：002792 证券简称：通宇通讯 公告编号：2025-065 关于与专业投资机构共同投资的公告 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。 一、本次对外投资概述 为推动公司战略实施，借助专业投资机构的行业经验和资源优势，深化在卫 星通信领域的产业布局，增强产业协同能力，实现资源整合与竞争力提升，近日 广东通宇通讯股份有限公司（以下简称"公司"或"通宇通讯"）与深圳成电大 为私募股权基金管理合伙企业（有限合伙）（以下简称"成电大为"）及其他有 限合伙人签署《常州市通宇致垣创业投资基金合伙企业（有限合伙）合伙协议》， 共同设立"常州市通宇致垣创业投资基金合伙企业（有限合伙）"（暂定名，具 体名称以工商注册为准，以下简称"合伙企业"或"基金"）。本合伙企业为专 项基金，基金备案成立后拟投资企业为某低轨卫星互联网龙头企业。公司作为有 限合伙人以自有资金认缴合伙企业出资额 10,000 万元。 根据《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 7 号——交易与关联交易》等法律法规 、规范性文件及《公司章程》等 有关规定，本次投资事 ...

通宇通讯公告，公司与成电大为及其他有限合伙人签署合伙协议，共同设立常州市通宇致垣创业投资基 金合伙企业(有限合伙)，基金规模为2亿元人民币，其中通宇通讯认缴出资额为1亿元，占50%。该基金 将投资于某低轨卫星互联网龙头企业，旨在深化公司在卫星通信领域的产业布局，增强产业协同能力， 实现资源整合与竞争力提升。 ...

Core Insights - The communication equipment sector experienced a rise of 0.54% on October 9, with GuoDun Quantum leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Summary by Category Stock Performance - GuoDun Quantum (688027) closed at 398.79, with a significant increase of 13.62% and a trading volume of 64,800 shares, amounting to a transaction value of 2.581 billion [1] - Guanghe Tong (300638) saw a rise of 10.77%, closing at 33.64 with a trading volume of 926,600 shares, totaling 3.101 billion [1] - Other notable performers included: - Shijia Technology (002796) up 9.99% at 21.46 [1] - Yongding Co. (600105) up 9.99% at 13.98 [1] - ZTE Corporation (000063) up 9.51% at 49.98 with a trading volume of 4,508,700 shares, totaling 22.121 billion [1] Market Trends - The overall communication equipment sector saw a net outflow of 804 million from institutional funds, while retail investors contributed a net inflow of 1.257 billion [2] - The sector's performance indicates a mixed sentiment among different types of investors, with retail investors showing confidence despite institutional outflows [2]

Core Viewpoint - Tongyu Communication plans to sell an old factory and corresponding land use rights to optimize asset structure and improve asset utilization efficiency [1][3] Group 1: Asset Details - The book value of the asset to be sold is 13.6169 million yuan, with accumulated depreciation of 12.3618 million yuan, resulting in a net book value of 1.2551 million yuan [3] - The company emphasizes that the asset sale will not harm the interests of the company and its shareholders, nor will it affect normal production and operations [3] Group 2: Strategic Implications - The asset disposal aligns with Tongyu Communication's strategy to enhance asset operation efficiency and focus resources on core business development [3] - Successful completion of the sale is expected to have a positive impact on the company's financial condition and operating results [3]

Group 1 - The company held the 27th meeting of the fifth board of directors on September 26, 2025, where all nine directors attended, and the meeting complied with relevant laws and regulations [2][3][4] - The board approved the proposal to repurchase and cancel 343,750 shares of restricted stock due to unmet performance targets for the second unlock period of the 2023 restricted stock incentive plan, resulting in a total of 446,875 shares to be repurchased after adjustments [3][10][19] - The board also approved the election of Liu Mulian as a member of the strategic committee following his resignation from other positions, ensuring governance structure adjustments [5][6] Group 2 - The company plans to sell idle factory buildings and land use rights located in Zhongshan City to optimize asset structure and improve asset utilization [27][29] - The sale involves a factory building with a total area of 14,797.73 square meters and land use rights covering 10,332.7 square meters, with a book value of 1,255,100 yuan after depreciation [30][31] - The company will hire an evaluation agency to assess the assets before determining the final sale price based on market conditions [27][28] Group 3 - The company announced that the second unlock conditions for the employee stock ownership plan were not met, resulting in 742,007 shares not being unlocked [39] - The employee stock ownership plan has a total duration of 60 months, with a lock-up period of 12 months, and the first lock-up period will end on September 25, 2024 [41][42] - The management committee will handle the disposal of unvested stock rights if performance targets are not met, ensuring compliance with market trading rules [39][40]