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。 ...

Core Viewpoint - The company, Tongyu Communication, is enhancing its competitiveness in the satellite communication sector by participating in the A1 round financing of Beijing Blue Arrow Hongqing Technology Co., Ltd. (Hongqing Technology) with an investment of 30 million RMB, acquiring a 1.8293% equity stake [1] Group 1 - The company aims to strengthen industrial synergy and achieve resource integration and complementary advantages through this investment [1] - The investment involves a direct capital contribution of 30 million RMB to Hongqing Technology, with the remaining amount recorded as capital reserves [1] - The company has signed a partnership agreement with Shanghai Haohan Lixing Enterprise Management Partnership (Limited Partnership), where it will invest 30 million RMB as a limited partner [1] Group 2 - After the completion of the transaction, the company will hold its stake in Hongqing Technology indirectly through the partnership instead of directly [1]

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]

格隆汇1月23日丨通宇通讯(002792.SZ)公布，为配合鸿擎科技的经营发展需要，同时进一步优化公司投 资结构与持股方式，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。 ...

证券代码：002792 证券简称：通宇通讯 公告编号：2026-012 广东通宇通讯股份有限公司 关于对外投资暨参股鸿擎科技的进展公告 广东通宇通讯股份有限公司（以下简称"公司"或"通宇通讯"）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（以下简称"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。具体内容详见公司于 2024 年 12 月 27 日 在巨潮资讯网上（www.cninfo.com.cn）披露的《关于对外投资暨参股鸿擎科技 的公告》。 为配合鸿擎科技的经营发展需要，同时进一步优化公司投资结构与持股方 式，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）（以下简称"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 ...

Group 1 - The company, Tongyu Communication (002792.SZ), announced its participation in the A1 round financing of Beijing Blue Arrow Hongqing Technology Co., Ltd [1] - The company invested 30 million RMB of its own funds, subscribing to an increase in registered capital of 515,597 RMB, with the remaining amount recorded as capital reserve [1] - Following this capital increase, the company will hold a 1.8293% equity stake in Hongqing Technology [1]

通宇通讯今日涨停，全天换手率19.18%，成交额32.59亿元，振幅9.95%。龙虎榜数据显示，机构净卖出 897.49万元，深股通净卖出1754.42万元，营业部席位合计净买入2.66亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达8.80%上榜，机构专用席位净卖出897.49万元，深股 通净卖出1754.42万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交10.05亿元，其中，买入成交额为6.22亿 元，卖出成交额为3.83亿元，合计净买入2.39亿元。 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 中国银河证券股份有限公司大连黄河路证券营业部 | 21100.16 | 4.56 | | 买二 | 深股通专用 | 14091.44 | 15845.86 | | 买三 | 广发证券股份有限公司郑州农业路证券营业部 | 9024.13 | 50.41 | | 买四 | 机构专用 | 6150.82 | 4044.05 | | 买五 | 国泰海通证券股份有限公司河源越 ...

Market Overview - The Shanghai Composite Index rose by 0.33% on January 23, with 23 out of the 28 sectors experiencing gains. The top-performing sectors were electric equipment and non-ferrous metals, with increases of 3.50% and 2.73% respectively. The communication and banking sectors saw declines of 1.52% and 0.90% respectively, with the communication sector leading the losses [1]. Capital Flow Analysis - The net outflow of capital from the two markets was 8.576 billion yuan. There were 12 sectors with net inflows, led by the electric equipment sector, which saw a net inflow of 12.323 billion yuan and a daily increase of 3.50%. The non-ferrous metals sector followed with a net inflow of 5.432 billion yuan and a daily increase of 2.73% [1]. - The sectors with net outflows included 19 sectors, with the electronic sector experiencing the largest outflow of 13.025 billion yuan, followed by the communication sector with a net outflow of 6.911 billion yuan. Other sectors with significant outflows included machinery, public utilities, and construction decoration [1]. Communication Sector Performance - The communication sector declined by 1.52%, with a total net outflow of 6.911 billion yuan. Among the 124 stocks in this sector, 92 stocks rose, including 2 that hit the daily limit, while 32 stocks fell. There were 57 stocks with net inflows, with 10 stocks having inflows exceeding 100 million yuan. The top stock for net inflow was Fenghuo Communication, with an inflow of 975 million yuan, followed by Tongyu Communication and Xinke Mobile-U with inflows of 447 million yuan and 436 million yuan respectively [2]. - The stocks with the largest net outflows included Xinyi Sheng, with an outflow of 3.392 billion yuan, followed by Zhongji Xuchuang and Tianfu Communication with outflows of 3.076 billion yuan and 774 million yuan respectively [3].

Market Overview - The communication equipment sector declined by 1.56% on January 23, with Xinyi Sheng leading the drop [1] - The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1] Stock Performance - Notable gainers in the communication equipment sector included: - Xinke Mobile (688387) with a closing price of 21.87, up 18.41% and a trading volume of 2.799 million shares, totaling 5.819 billion yuan [1] - Dingtong Technology (688668) closed at 142.00, up 18.33% with a trading volume of 186,300 shares, totaling 2.457 billion yuan [1] - Other significant gainers included Huafeng Communication (600498) and Tongyu Communication (002792), both up by 9.99% [1] - Conversely, major decliners included: - Xinyi Sheng (300502) with a closing price of 383.02, down 6.51% and a trading volume of 502,100 shares, totaling 19.517 billion yuan [3] - Shijia Technology (002796) closed at 45.39, down 5.87% with a trading volume of 240,900 shares, totaling 1.103 billion yuan [3] - Other notable decliners included Zhongji Xuchuang (300308) and Tianfu Communication (300394), both down by over 5% [3] Capital Flow - The communication equipment sector experienced a net outflow of 7.231 billion yuan from institutional investors, while retail investors saw a net inflow of 4.251 billion yuan [3][4] - Key stocks with significant capital inflows included: - Fenghuo Communication (600498) with a net inflow of 878 million yuan from institutional investors [4] - Xinke Mobile (688387) and Tongyu Communication (002792) also saw positive net inflows from institutional investors [4] ETF Performance - The AI-themed ETFs showed varied performance, with the创业板人工智能ETF down by 1.95% and the科创人工智能ETF up by 2.73% over the past five days [6] - The华夏通信ETF tracking the 5G communication theme index reported a decrease of 1.99% in the last five days [7]