转自：成都日报锦观 活动现场，成都职业技术学院与北京火山引擎科技有限公司、成都数据集团股份有限公司、成都泰格微 波技术股份有限公司、成都微泰科技有限公司签约，将建立深度合作机制，实现人才智力与产业需求的 精准匹配。 "服务成都现代化产业体系建设，学院对接电子信息、文旅等重点产业，已开设专业40个，与京东方、 奕成科技、振芯科技等链主企业建立校企合作关系。"成都职业技术学院相关负责人介绍，而成都高新 区作为全国首批国家级高新区、成都电子信息产业核心承载地，已形成集成电路、新型显示、智能终端 等产业优势集群，此次成都高新区电子信息产业"立园满园"工作站的落地，将有助于实现资源精准对接 和高效整合。 具体来说，工作站将进行园区企业技术需求清单、人才培训需求清单、高校毕业生供给清单等6类清单 的收集与发布，推动政策、技术、人才、资本等核心要素的有效集聚与精准匹配。同时，通过与签约企 业的合作项目，推动"订单式"人才培养、教师企业实践、工程师入校授课等"人才共育"举措，探索建 立"校内主体—园区支撑—企业拓展"的实训基地群，每年部署开展专项技术对接或成果转化路演活动， 让科研成果更快走向产业一线，让专业人才更加适配市场 ...

Core Viewpoint - The A-share market shows a divergence with the Shanghai Composite Index slightly rising while the ChiNext Index declines, driven by strong performances in the aerospace and satellite internet sectors, particularly through the General Aviation ETF Huabao (159231) which rose by 2.03% [1][8]. Group 1: Market Performance - The General Aviation ETF Huabao (159231) has shown a strong technical pattern, breaking above all moving averages and forming a "one bullish engulfing candle covering two bearish candles" pattern, indicating a potential key phase in its upward movement [1]. - Among the 50 constituent stocks, 70% experienced gains, with Tianyin Electromechanical hitting a 20% limit up at one point and closing up by 16.53%, while Aerospace Huanyu and Zhongke Xingtong rose by over 14% and 10% respectively [3][9]. Group 2: Commercial Aerospace Insights - A report from Huaxi Securities indicates a significant cost restructuring in the global commercial aerospace launch sector, where traditional rockets have hardware manufacturing costs constituting about 67%, while emerging commercial rockets reduce this to around 24% through reusable designs, creating a sustainable model [4][9]. - Companies like SpaceX have established a continuous optimization model characterized by increased reuse, higher launch frequency, and reduced unit costs, while Chinese commercial aerospace firms are making rapid technological advancements and cost reductions [4][9]. Group 3: Satellite Industry Developments - According to a report from Kaiyuan Securities, low Earth orbit satellite constellations are becoming a new battleground for major powers, with the satellite industry market space targeting trillions, as the competition for frequency resources accelerates the transition from the "investment incubation period" to the "profit realization period" [5][10]. - The satellite manufacturing and launch segments of the supply chain are expected to benefit first from this peak in network formation, indicating a favorable environment for investment in the satellite industry [5][10]. Group 4: General Aviation ETF Overview - The General Aviation ETF Huabao (159231) and its linked funds comprehensively cover 50 constituent stocks across various sectors, including low-altitude economy, large aircraft, military aircraft, commercial aerospace, satellite navigation, and drones, with the aerospace sector accounting for over 37% of the index [6][11]. - The ETF is positioned as a strategic tool for investing in the Chinese aerospace industry chain, focusing on technological barriers and core commercial aspects, benefiting from both domestic demand and military trade [6][11].

Core Insights - The aerospace ETF Tianhong (159241) has seen significant trading activity, with a turnover of 8.83% and a transaction volume of 53.17 million yuan as of December 18, 2025 [1] - The underlying index, the National Aerospace Industry Index (CN5082), rose by 2.17%, with notable gains from constituent stocks such as Beimo Gaoke (002985) up 10.01% and Guobo Electronics (688375) up 8.67% [1] - Over the past week, the Tianhong aerospace ETF has experienced a scale increase of 22.37 million yuan and a share increase of 12 million shares, indicating strong growth [1] Product Highlights - The Tianhong aerospace ETF (159241) is designed to efficiently capture core military aerospace opportunities, tracking the National Aerospace Index, which has a military attribute of 97.86%, making it the highest military content index in the market [1] - The ETF has a high weight of 66.8% in aerospace equipment, significantly surpassing the weights in the CSI Military and CSI Defense indices [1] Hot Events - From December 2025 to early 2026, China's commercial space sector will witness a series of maiden flights for reusable rockets, including the Tianlong-3 and Long March 12甲, marking a new phase in the verification of reusable rocket technology [1] - The Long March 12甲, developed by the China Aerospace Science and Technology Corporation's Eighth Academy, is set for its historic first launch in late December 2025, representing a significant entry into the reusable rocket field for China's "national team" [2] Institutional Views - Dongwu Securities notes that recent breakthroughs in reusable rocket technology indicate that China's aerospace industry is moving closer to "low-cost, high-reusability" solutions, which will benefit related sectors such as aerospace manufacturing, new materials, and satellite applications [2] - The advancements in reusable rocket technology are seen as pivotal for national security, high-end manufacturing upgrades, and reshaping the global competitive landscape [2]

Group 1 - The core point of the article highlights the recent performance of Zhenxin Technology, which saw a 5.08% increase in stock price, reaching 23.17 yuan per share, with a trading volume of 316 million yuan and a total market capitalization of 13.158 billion yuan [1] - Zhenxin Technology, established on June 12, 2003, and listed on August 6, 2010, specializes in the "components-terminals-systems" industry chain related to Beidou satellite navigation applications, focusing on the design, development, production, and sales of key components, high-performance integrated circuits, and navigation terminals [1] - The revenue composition of Zhenxin Technology includes integrated circuit business at 50.23%, comprehensive Beidou navigation applications at 35.43%, smart city construction and operation services at 11.34%, machine perception and intelligent products at 2.44%, and others at 0.57% [1] Group 2 - Longxin Fund's Longxin National Defense and Military Industry Quantitative Mixed A Fund (002983) has entered the top ten circulating shareholders of Zhenxin Technology, holding 9.1352 million shares, which accounts for 1.61% of circulating shares, with an estimated floating profit of approximately 10.2314 million yuan [2] - The Longxin National Defense and Military Industry Quantitative Mixed A Fund was established on January 5, 2017, with a current scale of 905 million yuan, achieving a year-to-date return of 34.1% and a one-year return of 35.8% [2] - The fund manager, Song Hai'an, has been in position for 7 years and 312 days, managing assets totaling 6.495 billion yuan, with the best fund return during his tenure being 151.43% and the worst being -26.88% [3] Group 3 - Longxin National Defense and Military Industry Quantitative Mixed A Fund holds Zhenxin Technology as its eighth largest heavy stock, with 9.1352 million shares, representing 5.09% of the fund's net value, and an estimated floating profit of about 10.2314 million yuan [4]

Group 1 - The core viewpoint of the article is that Zhenxin Technology (SZ 300101) held a temporary board meeting on December 17, 2025, to discuss various proposals, including the exemption of the notice period for board meetings [1] - For the year 2024, Zhenxin Technology's revenue composition is as follows: integrated circuit business accounts for 47.62%, Beidou terminal and operations account for 30.84%, security monitoring accounts for 15.59%, machine perception and intelligent products account for 4.64%, and others account for 1.29% [1] - As of the report date, Zhenxin Technology has a market capitalization of 12.5 billion yuan [1]

证券代码：300101 证券简称：振芯科技 公告编号：2025-080 成都振芯科技股份有限公司 关于不予提交控股股东临时提案至股东大会审议的公告 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。 成都振芯科技股份有限公司（以下简称"公司"或"振芯科技"）于 2025 年 12 月 15 日下午收到控股股东成都国腾电子集团有限公司（以下简称"国腾电子集 团"）通过微信方式发出的《关于提请增加成都振芯科技股份有限公司 2025 年第 一次临时股东大会临时提案的函》扫描件，国腾电子集团提请增加《关于修订董 事、高级管理人员离任审计措施相关规定的议案》至公司 2025 年第一次临时股东 大会审议。公司第六届董事会第十一次临时会议对上述临时提案进行了审议并作 出决议，现将相关事项公告如下： 国腾电子集团临时提案《关于修订董事、高级管理人员离任审计措施相关规 定的议案》主要内容如下： 一、临时提案的具体内容 为进一步完善公司治理，强化内部控制，促进董事、高级管理人员履职的合 规性，提议进一步完善相关制度：（1）在《公司章程》及相关制度中增加如下内 容：董事、高级管理人员离 ...

证券代码：300101 证券简称：振芯科技 公告编号：2025-079 成都振芯科技股份有限公司 第六届董事会第十一次临时会议决议公告 表决情况：同意 9 票，反对 0 票，弃权 0 票。 2. 审议《关于不予提交控股股东临时提案至股东大会审议的议案》 公司于 2025 年 12 月 15 日下午收到控股股东成都国腾电子集团有限公司（以 下简称"国腾电子集团"）通过微信方式发出的《关于提请增加成都振芯科技股 份有限公司 2025 年第一次临时股东大会临时提案的函》扫描件。主要内容为：为 提升公司治理水平，规范公司运作，推动公司业务发展，国腾电子集团提请振芯 科技 2025 年第一次临时股东大会的召集人（即上市公司董事会）在本次股东大会 中增加《关于修订董事、高级管理人员离任审计措施相关规定的议案》，并提交 至公司 2025 年第一次临时股东大会审议。 经公司董事会审议： 1 《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运 作》第 2.1.6 条规定："股东提出股东会临时提案的，不得存在下列任一情形：…… （三）提案不属于股东会职权范围；……" 本公司及董事会全体成员保证信息披露的内容真 ...

四川天润华邦律师事务所 关于成都振芯科技股份有限公司 董事会不将股东临时提案提交股东会审议事项的 法律意见 电话：028-86110855 传真：028-86110842 邮编：610015 成都市青羊区西御街西御大厦 B 座 13 楼 四川天润华邦律师事务所 关于成都振芯科技股份有限公司 董事会不将股东临时提案提交股东会审议事项的 法律意见 天润 20251217-1 号 一、临时提案的基本情况 致：成都振芯科技股份有限公司 四川天润华邦律师事务所（以下简称"本所"）受成都振芯科技股份有限公 司（以下简称"公司""振芯科技"）委托，依据《中华人民共和国公司法》（以 下简称"《公司法》"）、《中华人民共和国证券法》《成都振芯科技股份有限 公司章程》（以下简称"《公司章程》"）及相关法律法规以及规范性文件的规 定，就公司董事会决定不将股东临时提案提交公司 2025 年第一次临时股东会审 议之相关事项出具本法律意见。 公司保证已提供本所律师为出具本法律意见所必需的、真实的、完整的原始 书面资料、副本资料或口头证言，一切足以影响本法律意见的事实和文件已向本 所披露，并无任何隐瞒、虚假或误导之处，进而保证资料上的签字 ...

Core Viewpoint - The company, Zhenxin Technology, is actively developing and expanding the market application of its self-developed RF and video products for the commercial aerospace sector [2] Group 1: Product Development - The company has fully independent core technology and has been applying some of its products in similar fields for several years [2] - The performance indicators of the company's products are at an advanced level domestically, indicating a competitive edge [2] Group 2: Market Expansion - The company is focusing on product research and market application expansion in the commercial aerospace field [2]

人民财讯12月16日电，振芯科技（300101）12月16日在互动平台表示，公司目前暂不涉及算力芯片研 发，公司采用国内先进GPU芯片的国产化方案形成了定制化的GPU算力板卡、嵌入式智能计算卡等全国 产化的优势产品，目前已实现批量销售。 ...