2月2日，A股市场商业航天（核心股）股逆势上涨，截至半日收盘，通光线缆涨超14%，天银机电涨超 12%，西部材料、中超控股涨超9%，顶固集创、流金科技涨超8%，和顺电气涨超7%，派克新材涨超 6%，江顺科技、长江通信、国机精工、东方钼业、通宇通讯涨超5%。 消息面上，SpaceX已向美国联邦通信委员会(FCC)提交申请，计划发射高达100万颗卫星，目标打造太 空算力（核心股）卫星星座。另外，SpaceX积极推进上市进程，拟吸收xAI整合业务，还与苹果拟联合 推动手机直连卫星服务。 中信建投研报称，继续看多商业航天（核心股）。航天侧，SpaceX积极推进上市进程，拟吸收xAI整合 业务；同时，SpaceX向FCC提交百万颗AI卫星申请，目标打造太空算力（核心股）卫星星座；苹果与 SpaceX拟联合推动手机直连卫星服务，商业航天下游应用领域有望拓展。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300265 | 通光线缆 | 1 | 14.9 ...

格隆汇1月29日丨通光线缆(300265.SZ)在投资者互动平台表示，公司柔性电缆产品应用于工业机器人及 其拖链移动系统、港口机械和无人化码头、汽车自动化生产线以及铁路轨道车辆线缆等，尚未应用于人 形机器人。 ...

证券日报网讯1月27日，通光线缆（300265）在互动平台回答投资者提问时表示，公司是国家电网、南 方电网、通信运营商、中航集团、航天科技（000901）集团、航天科工集团和中国电子科技集团的各主 机单位和科研院所等单位的主要合格供应商。 ...

证券日报网讯1月27日，通光线缆（300265）在互动平台回答投资者提问时表示，公司与长飞光纤 （601869）合资设立的子公司主要从事光纤光缆的研发、生产和销售，主要客户为通信运营商。 ...

每经AI快讯，有投资者在投资者互动平台提问：商业航天发展迅速，太空光伏是未来一个重要的方 向，公司的线缆是否可用于太空光伏？公司的线缆在太空中有哪些优势？ 通光线缆（300265.SZ）1月27日在投资者互动平台表示，尊敬的投资者，您好！公司目前没有产品可用 于太空光伏。谢谢您的关注！ （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights that the increasing demand for electricity is driving significant market opportunities for the power industry, benefiting companies like Tongguang Cable [2] - The company is committed to enhancing its production and operations to deliver strong performance and returns to all shareholders [2]

Core Viewpoint - The high-voltage power equipment sector is experiencing significant activity, with multiple stocks reaching their daily limit up due to increased investment and demand in the domestic power grid sector [1][2]. Group 1: Market Activity - Six stocks in the high-voltage equipment sector hit the daily limit up, including Electric Power Research Institute, Han Cable, Senyuan Electric, Dalian Electric Porcelain, Jicheng Electronics, and Fengfan [1]. - Electric Power Research Institute saw a rise of over 14%, while other companies like Han Cable and Senyuan Electric increased by over 10% [2]. Group 2: Industry Trends - The core logic behind the market speculation is the overall improvement in the high-voltage industry, driven by a significant expansion in domestic power grid investment and breakthroughs in domestic core technologies [2][3]. - The State Grid Corporation of China has projected fixed asset investments to reach 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on building a smarter and greener power grid [3][4]. Group 3: Technological Advancements - Recent developments include the successful trial operation of a domestically developed series of AC filter protection and converter protection devices by XJ Electric, marking a significant technological breakthrough in the high-voltage sector [3]. - The global transformer market is facing a notable supply shortage, with North America experiencing a 30% gap, which presents growth opportunities for domestic companies in the export market [4]. Group 4: Investment Recommendations - Citic Securities recommends focusing on leading domestic power equipment companies closely related to the investment climate in the domestic power grid and major projects like high-voltage and flexible DC [4].

格隆汇1月16日丨通光线缆(300265.SZ)在投资者互动平台表示，公司装备线缆中的航空航天用耐高温电 缆产品符合机载和航天设备的要求，能满足航天、航空、舰载、船舶、电子、战车等领域的苛刻环境下 的信息和能量传输 。 ...

Core Viewpoint - Tongguang Cable (300265) clarified that its flexible cable products are primarily used in industrial robots, port machinery, unmanned terminals, automotive automation production lines, and railway vehicle cables, but not in humanoid robots [1] Group 1 - The revenue from flexible cable products used in industrial robots constitutes a very small proportion of the company's total revenue [1]

Pharmaceutical Sector - Renhe Pharmaceutical has products available for consumers to address symptoms related to rhinovirus infections [1] Battery Sector - Haimuxing has engaged in deep research and development of perovskite tandem batteries with leading photovoltaic cell manufacturers [1] Aquaculture Sector - Muyuan Foods is constructing a super healthy breeding platform for pigs, aiming to cultivate high-quality pigs that are better suited for Chinese farming conditions and market demands [1] PCB Sector - Kexiang Technology has achieved small batch supply of 800G optical module PCBs and server PCBs [1] - Kexiang Technology's PCB products are applicable in the aerospace field and have already commenced supply [1] - Tongguang Cable is a major qualified supplier for organizations such as AVIC and China Aerospace Science and Technology Corporation [1] - Shaanxi Huada is deeply involved in aerospace projects like Xingwang and Qianfan, having supplied products for the second phase of Xingwang [1] - Bichuang Technology has products that can be used for spectroscopic diagnostics of high-temperature plasma in nuclear fusion applications [1]