每经AI快讯，8月28日，卫星导航板块竞价高开，博通集成一字涨停，开普云涨超10%，华力创通、通 宇通讯、思科瑞、中国卫星、创远信科跟涨。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，8月28日，通信设备板块盘初拉升，长飞光纤、通宇通讯封板涨停，天孚通信、信科移动 均涨超9%，德科立、震有科技等跟涨。 ...

Core Viewpoint - Tongyu Communication's stock has shown a significant increase in price this year, with a 24% rise, indicating strong market performance and investor interest [1]. Group 1: Stock Performance - As of August 26, Tongyu Communication's stock price was 18.42 CNY per share, with a market capitalization of 9.623 billion CNY [1]. - The stock experienced a net outflow of 54.64 million CNY in principal funds, with large orders showing a buy of 81.61 million CNY and a sell of 105 million CNY [1]. - Year-to-date, the stock has increased by 24%, with a 5.02% rise in the last five trading days and a 29.04% increase over the last 60 days [1]. Group 2: Financial Performance - For the first quarter of 2025, Tongyu Communication reported a revenue of 251 million CNY, representing a year-on-year growth of 6.08%, and a net profit attributable to shareholders of 11.18 million CNY, which is a 128.26% increase [2]. - The company has distributed a total of 375 million CNY in dividends since its A-share listing, with 133 million CNY distributed in the last three years [3]. Group 3: Shareholder Information - As of March 31, 2025, the number of shareholders decreased by 4.79% to 51,800, while the average circulating shares per person increased by 5.03% to 6,055 shares [2]. - Notable institutional shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 16.15% to 1.8572 million shares, and new entrants like Penghua Power Growth Mixed Fund and Guotai CSI Communication Equipment ETF [3].

Core Viewpoint - The article highlights the performance of the China-Russia trade concept, which saw a 0.7% increase on August 25, with a net inflow of 2.2939 million yuan in main funds, indicating active trading in related stocks [1] Group 1: Market Performance - The China-Russia trade concept experienced a 0.7% rise on August 25 [1] - A total of 40 stocks within this concept increased in value, while 33 stocks decreased [1] Group 2: Main Fund Inflows - The leading stocks by net inflow of main funds included: - Xiaogoods City with 328 million yuan and a 9.28% net fund ratio [1] - Lanshi Heavy Industry with 170 million yuan and a 16.3% net fund ratio [1] - Zhejiang Dongri with 54.4646 million yuan and an 11.06% net fund ratio [1] - Zhongzhou Special Materials with 53.3951 million yuan and an 8.58% net fund ratio [1] - Tongyu Communication with 52.9229 million yuan and a 4.64% net fund ratio [1]

天眼查商业履历信息显示，广东通宇通讯股份有限公司，成立于1996年，位于中山市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本52243.3405万人民币，实缴资本 40205.6966万人民币。公司法定代表人为吴中林。 通过天眼查大数据分析，广东通宇通讯股份有限公司共对外投资了21家企业，参与招投标项目380次， 知识产权方面有商标信息7条，专利信息1134条，此外企业还拥有行政许可16个。 来源：金融界 金融界消息 截至2025年8月25日收盘，通宇通讯（002792）报收于18.8元，上涨3.52%，换手率19.7%， 成交量61.82万手，成交金额11.41亿元。 资金流向方面，今日主力资金净流入5292.29万元，占比成交额4.64%。其中，超大单净流入3267.01万 元、占成交额2.86%，大单净流入2025.28万元、占成交额1.77%，中单净流出流入2346.76万元、占成交 额2.06%，小单净流出7639.05万元、占成交额6.69%。 通宇通讯最新一期业绩显示，截至2025一季报，公司营业总收入2.51亿元、同比增长6.08%，归属净利 润1118.20万元，同 ...

Group 1 - The stock price of Tongyu Communication closed at 18.25 yuan on August 21, 2025, down 5.39% from the previous trading day, with a trading volume of 1.389 billion yuan and a turnover rate of 23.96% [1] - Tongyu Communication's main business is in communication equipment manufacturing, covering areas such as 5G and satellite communication, with products including base station antennas and RF devices, primarily serving domestic and international telecom operators and equipment manufacturers [1] - Research reports indicate that increased policy support for commercial aerospace and the expansion of satellite constellation construction and industrial applications are expected to drive industry growth, with Tongyu Communication potentially benefiting from these industry trends [1] Group 2 - On August 21, 2025, the net outflow of main funds for Tongyu Communication was 151 million yuan, while there was a net inflow of 134 million yuan over the past five days [1]

Group 1 - The Guangdong Provincial Government has issued policies to promote high-quality development in the commercial aerospace sector from 2025 to 2028, focusing on satellite constellation construction and application industry expansion [1] - The policies aim to accelerate the implementation of satellite internet services in various innovative application scenarios, including low-altitude economy, mobile communication, logistics, smart cities, space mining, space tourism, and emergency rescue [1] - The government will enhance procurement support for innovative products through measures like government first purchases and priority procurement, encouraging industries to purchase domestic satellite-related data and products [1] Group 2 - The central economic meeting in 2023 classified the low-altitude economy as a strategic emerging industry, further emphasizing the importance of commercial aerospace and low-altitude economy in the 2024 government work report [2] - Various provinces and cities, including Sichuan, Beijing, Shanghai, and Wuhan, have introduced related documents or action plans, reflecting local governments' high regard and long-term planning for satellite internet, commercial aerospace, and low-altitude economy [2] - The urgency for low-orbit space resource deployment is increasing, driven by the rising number of SpaceX's Starlink satellites, with China's large satellite constellations primarily focusing on StarNet and Qianfan [2] Group 3 - Key technologies such as reusable rockets, low-cost satellites, and inter-satellite links are gradually achieving breakthroughs, leading to a clustering effect in regions like Guangdong, Shanghai, and Beijing [3] - The commercial aerospace sector in China is expected to experience significant growth in the next three years, with transportation costs for reusable rockets dropping below 30,000 yuan per kilogram, approaching the capabilities of overseas competitors [3] - The demand for low-altitude economy applications in urban air traffic, industrial applications, and agricultural production is growing, alongside the anticipated increase in space tourism demand, indicating a further expansion of the industry [3]

Core Insights - The report highlights the significant growth in net profits for several companies, with Jinli Permanent Magnet (金力永磁) reporting a 154.81% year-on-year increase in net profit for the first half of 2025, proposing a dividend of 0.18 yuan per share [9] - Fuyao Glass (福耀玻璃) also showed strong performance, with a net profit of 4.804 billion yuan for the first half of 2025, reflecting a 37.34% year-on-year growth and proposing a dividend of 0.9 yuan per share [9] - The report notes the rising prices in the photovoltaic film sector due to increased costs and improved supply-demand dynamics, indicating potential investment opportunities in related stocks such as Saiwu Technology (赛伍技术) and Jusaylong (聚赛龙) [7] Industry Dynamics - The report mentions that the China Securities Regulatory Commission is gradually expanding the range of futures and options products available for qualified foreign investors [5] - The Henan Provincial Financial Office states that the Zhengzhou Commodity Exchange is becoming a significant global center for futures trading, pricing, and risk management [5] - The report indicates a technological breakthrough in the mass production of monocrystalline chips, with related companies like Hite High-tech (海特高新) and Kaide Quartz (凯德石英) being highlighted [7] - The satellite internet sector in China is accelerating its network deployment, with companies such as Tongyu Communication (通宇通讯) and Tianyin Machinery (天银机电) being mentioned as key players [7] Market Overview - On August 20, the market experienced a rebound, with the Shanghai Composite Index, Shenzhen Component Index, and Sci-Tech Innovation 50 Index all reaching new highs for the year [11] - The total trading volume in the Shanghai and Shenzhen markets was 2.41 trillion yuan, a decrease of 180.1 billion yuan from the previous trading day, marking the sixth consecutive day of trading volume exceeding 2 trillion yuan [11] - The report notes a mixed performance among sectors, with chip stocks experiencing a surge, while high-priced stocks faced significant declines [11] - The outlook suggests a strong market momentum, with a focus on maintaining a watchful eye on the 5-day moving average for potential market movements [11]

截至2025年8月20日15时，通宇通讯股价报19.29元，较前一交易日上涨9.98%。当日开盘价为18.30元， 最高触及19.29元，成交额达16.14亿元。 通宇通讯主营业务为通信设备制造，涉及5G、卫星通信等领域。公司近年来积极布局商业航天产业， 通过收购及合资方式拓展卫星通信业务，产品涵盖船载卫星天线、地面站天线等。 资金方面，8月20日主力资金净流入3.40亿元，近五日累计净流入2.47亿元。 风险提示：市场波动风险，行业政策变化风险，技术研发不及预期风险。 来源：金融界 消息面上，广东省近日发布《广东省推动商业航天高质量发展若干政策措施（2025—2028年）》，提出 支持卫星互联网应用场景创新，并加大对核心技术的资金扶持。通宇通讯作为通信领域企业，有望受益 于政策推动。 ...

证券之星消息，8月20日通信设备板块较上一交易日上涨0.62%，光迅科技领涨。当日上证指数报收于 3766.21，上涨1.04%。深证成指报收于11926.74，上涨0.89%。通信设备板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000063 | 中兴通讯 | 14.67 Z | 11.09% | -4.35 Z | -3.29% | -10.32 Z | -7.81% | | 002281 | 光迅科技 | 8.53 Z | 17.57% | -4.43 Z | -9.13% | -4.10 Z | -8.44% | | 002583 | 海能达 | 7.20 Z | 34.87% | -3.63 Z | -17.59% | -3.57 Z | -17.29% | | 002792 通宇通讯 | | 3.40 Z | 21.06% | -1.56亿 | -9.67% | -1.84亿 | ...