本报讯(记者张敏)12月8日，深圳市信维通信（300136）股份有限公司(以下简称"信维通信")在回复投资 者提问时表示，商业卫星是公司第二增长曲线的重要业务之一，公司从2021年开始服务于北美大客户， 并连续多年是该客户卫星地面终端产品部分零部件的独家供应商，目前双方合作的产品品类和业务规模 持续扩大。另外，公司今年新增另一家北美商业卫星客户，提供包括天线、连接器等在内的产品解决方 案并已出货。在国内卫星业务方面，公司也是国内头部卫星终端的核心供应商。 ...

Core Viewpoint - The company, Xinwei Communication, identifies commercial satellites as a significant part of its second growth curve, highlighting its ongoing expansion in this sector since 2021 [1] Group 1: Business Development - The company has been serving a major North American client since 2021 and has been the exclusive supplier of certain components for satellite ground terminal products for several consecutive years [1] - The product categories and business scale of the collaboration with the North American client are continuously expanding [1] - In addition to the existing client, the company has acquired another North American commercial satellite client this year, providing product solutions including antennas and connectors, which have already been shipped [1] Group 2: Domestic Market Position - The company is also a core supplier for domestic satellite terminal products, positioning itself as a leading player in the domestic satellite business [1]

Core Viewpoint - The company identifies commercial satellites as a significant part of its second growth curve, having established a strong partnership with major North American clients since 2021 [1] Group 1: Business Development - The company has been the exclusive supplier of certain components for satellite ground terminal products to a major North American client for several consecutive years, with the range of products and business scale continuing to expand [1] - In addition to existing partnerships, the company has secured another North American commercial satellite client this year, providing product solutions including antennas and connectors, which have already been shipped [1] Group 2: Domestic Market Position - The company is recognized as a core supplier for domestic satellite terminal products, positioning itself as a leading player in the domestic satellite business [1]

Market Performance - A-shares indices collectively rose on December 8, with the Shanghai Composite Index increasing by 0.50% during intraday trading [1] - The communication equipment, brokerage, and aerospace military industries showed significant gains, while coal and energy equipment sectors experienced declines [1] - The Consumer Electronics ETF (159732) rose by 1.12%, with notable increases in constituent stocks such as Baiwei Storage (+6.91%), Dongshan Precision (+5.12%), and Shenghong Technology (+4.85%) [1] Industry Developments - AI glasses are seeing a surge in new releases, with Alibaba's self-developed AI glasses Quark S1 selling out, and Li Auto launching the AI glasses Livis focused on the "human-vehicle-home" ecosystem [3] - Google and XREAL are set to integrate Gemini with XR in their upcoming products, while Meta shifts its focus from the metaverse to AI and hardware [3] - ByteDance's Doubao has introduced a prototype with system-level AI interaction capabilities, marking a significant step in hardware-software integration [3] Investment Insights - Galaxy Securities suggests that AI applications will be a key focus for technology sector investments in the coming year, emphasizing the ongoing exploration phase of edge AI [3] - Continuous monitoring of developments in the Apple supply chain and new consumer electronics categories is recommended [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, investing in 50 A-share listed companies involved in the consumer electronics industry, primarily in electronic manufacturing, semiconductors, and optical electronics [3]

Group 1 - The commercial aerospace sector opened high on December 8, with Longzhou Co. achieving a four-day consecutive rise [2] - Shunhao Co. and Western Materials both recorded a two-day consecutive rise, while Zengsheng Technology hit the daily limit [2] - Hongxiang Co. increased by over 10%, with Aerospace Science and Technology, Guanglian Aviation, Tianjian Technology, Tefa Information, and Xunwei Communication also experiencing gains [2]

商业航天板块高开，龙洲股份4连板，顺灏股份、西部材料2连板，再升科技涨停，红相股份涨超10%， 航天科技、广联航空、天箭科技、特发信息、信维通信跟涨。 ...

Core Viewpoint - The company, XW Communication, reported that as of November 28, 2025, the number of shareholders is 74,651 [2] Summary by Categories - **Company Information** - XW Communication has a total of 74,651 shareholders as of the specified date [2]

Core Points - The mainland consumer electronics index (983105) closed at 4679.66 points, down 0.04%, with a trading volume of 75.462 billion yuan and a turnover rate of 1.56% [1] - Among the index constituents, 20 stocks rose while 29 fell, with AAC Technologies leading the gainers at 3.95% and Meitu leading the decliners at 6.0% [1] Index Constituents Summary - The top ten constituents of the mainland consumer electronics index are as follows: - Luxshare Precision (sz002475) holds a weight of 12.51%, latest price at 60.00 yuan, with a market cap of 436.926 billion yuan and a rise of 2.37% [1] - SMIC (hk00981) has a weight of 12.37%, latest price at 62.39 yuan, with a market cap of 499.131 billion yuan and a decline of 1.15% [1] - Other notable constituents include BOE Technology (sz000725) with a weight of 5.67% and a market cap of 145.166 billion yuan, and Xiaomi (hk01810) with a weight of 5.56% and a market cap of 963.341 billion yuan [1] Capital Flow Analysis - The net inflow of main funds into the index constituents totaled 775 million yuan, while retail funds saw a net outflow of 347 million yuan [3] - Key stocks with significant fund flows include: - Luxshare Precision with a net inflow of 604 million yuan, accounting for 5.53% of the main funds [3] - Other stocks like GoerTek (sz002241) and Shenghong Technology (300476) also experienced notable fund movements [3]

证券代码：300136 证券简称：信维通信 公告编号：2025-053 深圳市信维通信股份有限公司 一、持有人会议召开情况 深圳市信维通信股份有限公司（以下简称"公司"）第三期员工持股计划第一 次持有人会议（以下简称"本次会议"）于 2025 年 12 月 02 日以现场与通讯相 结合的方式召开。本次会议由公司董事会秘书卢信先生召集和主持，会议应出席 持有人 75 人，实际出席持有人 75 人，代表第三期员工持股计划份额 10,065 万 份，占公司第三期员工持股计划总份额的 100%。本次会议的通知、召开和表决 程序符合相关法律法规及公司第三期员工持股计划的有关规定。本次会议经投票 表决，审议通过了如下决议： 二、持有人会议审议情况 2、审议并通过《关于选举公司第三期员工持股计划管理委员会委员的议案》 1、审议并通过《关于设立公司第三期员工持股计划管理委员会的议案》 根据《第三期员工持股计划管理办法》的有关规定，选举徐帆、向立平、马 思捷为公司第三期员工持股计划管理委员会委员，任期为第三期员工持股计划的 存续期。上述三位管理委员会委员均不属于持有公司 5%以上股份的股东、实际 控制人、公司董事、高级管理人员 ...

Core Viewpoint - The stock of XW Communication has experienced fluctuations, with a recent decline of 2.03% and a year-to-date increase of 21.70%, indicating volatility in its market performance [1][2]. Group 1: Stock Performance - As of December 1, XW Communication's stock price is 30.90 CNY per share, with a market capitalization of 29.898 billion CNY [1]. - The stock has seen a net outflow of 15.6292 million CNY in principal funds, with significant buying and selling activity [1]. - Over the past five trading days, the stock has increased by 8.35%, while it has decreased by 17.25% over the last 20 days [1]. Group 2: Financial Performance - For the period from January to September 2025, XW Communication reported a revenue of 6.462 billion CNY, reflecting a year-on-year growth of 1.07% [2]. - The net profit attributable to shareholders for the same period was 486 million CNY, showing a decline of 8.77% compared to the previous year [2]. Group 3: Shareholder Information - As of October 31, the number of shareholders for XW Communication is 85,200, a decrease of 5.12% from the previous period [2]. - The average number of circulating shares per shareholder has increased by 5.39% to 9,653 shares [2]. - The company has distributed a total of 5.98 billion CNY in dividends since its A-share listing, with 1.93 billion CNY distributed over the last three years [3].