证券日报网讯12月15日，星网宇达（002829）在互动平台回答投资者提问时表示，公司在低轨卫星领域 瞄准的是终端产品，更细化来说是面向消费者的终端设备，主要集中于小型化、智能化的产品，并且以 相控阵为主。公司已组建专门的研发团队，在该领域深耕多年。未来，公司会持续加大投入，紧跟行业 发展，提升公司的核心竞争力。 ...

证券日报网讯 12月15日，星网宇达在互动平台回答投资者提问时表示，公司第三季度净利润大幅增 加，主要是对联营企业的投资收益大幅度增加。关于公司财务数据及业绩情况等，敬请持续关注公司后 续的信息披露。 （文章来源：证券日报） ...

证券日报网讯12月15日，星网宇达（002829）在互动平台回答投资者提问时表示，公司截至2025年12月 10日的股东人数为30432户。 ...

证券日报网讯 12月5日，星网宇达在互动平台回答投资者提问时表示，公司截至2025年11月28日的股东 人数为27769户。 （文章来源：证券日报） ...

Market Overview - The aerospace equipment sector experienced a decline of 0.37% on December 2, with Aerospace Hanyu leading the drop [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Stock Performance - Notable stock performances include: - Aerospace Electronics (600879) rose by 3.01% to a closing price of 11.64 [1] - Xingwang Yuda (002829) increased by 1.22% to 28.28 [1] - New Yu Guoke (300722) saw a rise of 0.69% to 33.38 [1] - Aerospace Hanyu (688523) fell by 4.82% to 39.86 [1] - China Satellite (600118) decreased by 1.70% to 42.68 [1] Capital Flow - The aerospace equipment sector had a net inflow of 32.47 million yuan from main funds, while retail funds saw a net inflow of 39.14 million yuan [1] - However, speculative funds experienced a net outflow of 71.61 million yuan [1] Detailed Capital Flow Analysis - Aerospace Electronics (600879) had a main fund net inflow of 1.67 billion yuan, but a net outflow from speculative funds of 81.15 million yuan [2] - Aerospace Hanyu (688523) recorded a main fund net inflow of 183.13 million yuan, with a net outflow from speculative funds of 7.14 million yuan [2] - China Satellite (600118) faced a significant main fund net outflow of 1.30 billion yuan, while retail funds had a net inflow of 104 million yuan [2]

Core Viewpoint - The company, Xingwang Yuda, is actively engaged in the development and production of optical-electronic equipment, showcasing advancements in technology and product applications in both military and civilian sectors [1] Group 1: Product Offerings - The main products of the company include airborne optical-electronic pods, vehicle-mounted/ship-mounted optical turrets, and ship-mounted optical evidence collection systems [1] - The company has developed a general-purpose small high-power servo driver, which features small size, high power, strong versatility, and rich interfaces [1] - The company has also created a specific type of strong light denial device that utilizes advanced optical technology to achieve "soft kill, soft damage" effects, offering significant advantages in size, weight, and operability compared to traditional weapons [1] Group 2: Application Scenarios - The optical-electronic pod products have corresponding application scenarios in both special fields and civilian areas [1] Group 3: Financial Reporting - The company's specific operational conditions are to be verified through its disclosed periodic reports [1]

证券日报网讯12月1日，星网宇达（002829）在互动平台回答投资者提问时表示，公司截至2025年11月 20日的股东人数为27，112户。 ...

从资金流向上来看，当日航天装备板块主力资金净流出1.6亿元，游资资金净流出2700.51万元，散户资金 净流入1.87亿元。航天装备板块个股资金流向见下表： 证券之星消息，12月1日航天装备板块较上一交易日上涨1.77%，航天环宇领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。航天装备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688523 | 航天环宇 | 41.88 | 10.09% | 38.06万 | 15.76亿 | | 600879 | 航天电子 | 11.30 | 3.01% | 153.94万 | 17.46 Z | | 601698 | 中国 通 | 21.36 | 2.94% | 53.50万 | 11.40 乙 | | 600118 | 中国内星 | 43.42 | 0.05% | 1 55.02万 | 24.05亿 | | 002829 | 星网宇达 | 27.94 | -0.50% | ...

Core Viewpoint - The aerospace equipment sector experienced a significant increase of 3.06% on November 28, with Aerospace Hanyu leading the gains, reflecting positive market sentiment in this industry [1] Market Performance - The Shanghai Composite Index closed at 3888.6, up 0.34% - The Shenzhen Component Index closed at 12984.08, up 0.85% [1] Individual Stock Performance - Aerospace Hanyu (688523) saw a closing price of 38.04, with a remarkable increase of 20.00% and a trading volume of 354,000 shares, amounting to a transaction value of 1.226 billion yuan - LIGONG Navigation (688282) closed at 55.13, up 15.82% with a trading volume of 28,200 shares - StarNet Yuda (002829) closed at 28.08, up 4.74% with a trading volume of 132,200 shares - China Aerospace (600118) closed at 43.40, up 3.83% with a trading volume of 559,300 shares - Other notable stocks include Zhongtian Rocket (003009) and Aerospace Electronics (600879), which also showed positive performance [1] Capital Flow Analysis - The aerospace equipment sector saw a net inflow of 220 million yuan from institutional investors, while retail investors experienced a net outflow of 135 million yuan - The main stocks with significant capital flow include: - China Aerospace (600118) with a net inflow of 153 million yuan from institutional investors - Aerospace Hanyu (688523) with a net inflow of 84.45 million yuan from institutional investors - Aerospace Electronics (600879) with a net inflow of 27.68 million yuan from institutional investors [2]

Core Viewpoint - The recent surge in A-share market, particularly in sectors like satellite internet, space stations, and commercial aerospace, is driven by significant developments in the commercial space industry and government initiatives aimed at enhancing space infrastructure [1][4]. Group 1: Market Performance - On November 28, the last trading day of the month, sectors such as satellite internet, space stations, and commercial aerospace saw a collective surge, with stocks like Qianzhao Optoelectronics and Leike Defense hitting the daily limit [1]. - Companies like Qianzhao Optoelectronics and Leike Defense are positioned well within the commercial space sector, with Qianzhao being a leading supplier of gallium arsenide solar cells and Leike focusing on satellite applications in defense and national economy [1][2]. Group 2: Government Initiatives - A recent meeting highlighted plans to construct a large-scale data center system in space, aiming to operate over a gigawatt of power in orbits of 700-800 kilometers, which is expected to facilitate the deployment of AI computing capabilities in space [2]. - The data center construction will occur in three phases from 2025 to 2035, focusing on overcoming key technological challenges and reducing operational costs [2]. Group 3: Technological Developments - The launch of China's reusable rocket "Zhuque-3" is anticipated to be a significant milestone, potentially reducing launch costs by 80%-90% and addressing the current bottleneck in satellite internet deployment [3]. - The development of 6G technology is closely linked to satellite internet, aiming to integrate communication with advanced technologies, which is expected to create a commercial ecosystem around satellite internet [3][4]. Group 4: Industry Outlook - The recent policy announcements and the proliferation of satellite constellation plans signal a shift towards a more systematic development of the commercial aerospace sector, aligning with national strategies for building a strong space industry [4]. - The expected growth in commercial space activities is likely to stimulate advancements in related sectors such as aerospace materials and precision manufacturing, fostering new business models in space data services and in-orbit maintenance [4].