格隆汇12月30日｜A股商业航天概念股继续强势，其中，雷科防务(2连板)、华菱线缆、中超控股(3连板)、 大业股份(5连板)、中国卫通涨停，中天火箭、硕贝德涨超9%，航天发展涨超8%，有研粉材、中国卫星、 信维通信、中航重机涨超7%，沃格光电、中集集团涨超6%。 2025年末，中国商业航天以一系列密集动态展现出强劲的发展势头。12月23日，长征十二号甲遥一运载火 箭在东风商业航天创新试验区发射升空，这款我国第二款首飞即尝试回收的液氧甲烷火箭成功入轨，虽未 实现一子级回收，但为可回收技术积累了宝贵数据。三天后，长征八号甲火箭在海南商业航天发射场取得 其本年度的第六次成功发射。这些事件标志着中国商业航天已进入高频率发射与系统化突破的新时期。 行业数据印证了这一趋势。据第三届商业航天发展大会发布的《中国商业航天产业发展报告(2025)》， 2025年截至11月，全球平均每月发射超过26次，全球航天进入"周更发射时代"。其中，中国2025年已进行 87次(成功84次)发射，民营商业火箭企业执行23次发射任务，入轨航天器324颗。 MACD金叉信号形成，这些股涨势不错！ 《报告》显示，中国的商业航天产业规模已达到2.5 ...

Group 1 - The A-share commercial aerospace concept stocks continue to show strong performance, with several companies experiencing significant price increases, including LeiKe Defense, Hualing Cable, and Zhongchao Holdings, among others [1] - Notable stock performances include LeiKe Defense with a 10.03% increase and a market capitalization of 15 billion, and China Satellite with a 7.44% increase and a market capitalization of 111.8 billion [2] - The commercial aerospace sector is witnessing a surge in stock prices, with multiple companies achieving consecutive trading limits, indicating strong investor interest and confidence in the sector [1][2] Group 2 - The Chinese commercial aerospace industry is entering a new phase characterized by high-frequency launches and systematic breakthroughs, as evidenced by the successful launches of the Long March 12 and Long March 8 rockets [1] - According to the "China Commercial Aerospace Industry Development Report (2025)," the global average monthly launches have exceeded 26, with China conducting 87 launches (84 successful) in 2025, showcasing a significant increase in launch frequency [3] - The commercial aerospace industry in China has reached a scale of 2.5 to 2.8 trillion, with an annual compound growth rate exceeding 20%, and the number of commercial aerospace companies surpassing 600 [3]

Group 1 - The company has received mass production orders for low-orbit satellite phased array antennas and is set to deliver in bulk soon [2] - There was a previous misinformation regarding the Starlink news, but the company confirms its capability in low-orbit satellite technology [2] - The company is inquiring about collaborations with leading domestic commercial aerospace enterprises [2]

Core Viewpoint - The company, Shoubeide (300322), clarified on an interactive platform that it has not achieved "6G terahertz prototype machine with 1Tbps transmission rate" or "quantum encryption antenna" [1] Group 1: Company Developments - The company has completed the research and development of satellite communication antennas [1] - It has received mass production orders for low-orbit satellite communication antennas and is about to deliver in bulk [1] - The company has delivered over 100,000 units of high-orbit satellite communication antennas to leading domestic customers this year [1] Group 2: Industry Engagement - The company is closely following the development of 6G technology and actively engaging in related work [1]

证券日报网讯 12月29日，硕贝德在互动平台回答投资者提问时表示，公司依据客户需求及自身实际情 况，实时调整产能布局；具体业绩情况敬请关注公司后续的定期报告。 （文章来源：证券日报） ...

Core Viewpoint - The company has clarified that it does not have a "6G terahertz prototype achieving 1Tbps transmission rate" or a "quantum encryption antenna" [1] Group 1: Company Developments - The company has completed the research and development of satellite communication antennas and has received mass production orders for low Earth orbit satellite antennas, with upcoming bulk deliveries [1] - The company has delivered over 100,000 units of high-orbit satellite antennas to leading domestic customers this year [1] - The company is closely following the development of 6G technology and is actively engaging in related work [1] Group 2: Investor Inquiries - Investors have inquired about the company's progress in quantum encryption antenna research and whether it has established collaborations with domestic operators or aerospace companies for 6G pre-research [3] - Questions were raised regarding the company's ability to maintain a technological lead in the terahertz communication field for the next 2-3 years and the completeness of its related patent layout [3]

Core Viewpoint - The company has clarified that it does not possess a "6G terahertz prototype achieving 1Tbps transmission rate" or a "quantum encryption antenna" [1] Group 1: Company Developments - The company has completed the research and development of satellite communication antennas [1] - The company has received mass production orders for low Earth orbit satellite communication antennas and is preparing for bulk delivery [1] - The company has delivered over 100,000 units of vehicle-mounted high orbit satellite communication antennas to leading domestic customers this year [1] Group 2: Industry Engagement - The company is closely following the development of 6G technology and is actively engaging in related work [1]

Core Viewpoint - The company Shoubeide (300322.SZ) has successfully entered the supply chain of a significant domestic automotive client, indicating a strategic advancement in its market position [1]. Group 1: Company Developments - The company has achieved bulk shipments of approximately 3 million pieces of 4D millimeter-wave radar waveguide antennas to leading domestic clients, showcasing its production capabilities and market demand [1].

Core Viewpoint - The company has clarified that it does not possess a "6G terahertz prototype achieving 1Tbps transmission rate" or a "quantum encryption antenna" [1] Group 1: Company Developments - The company has completed the research and development of satellite communication antennas [1] - It has received mass production orders for low Earth orbit satellite communication antennas and is preparing for bulk delivery [1] - The company has delivered over 100,000 units of high Earth orbit satellite communication antennas to leading domestic customers this year [1] Group 2: Industry Engagement - The company is closely monitoring the development of 6G technology and is actively pursuing related work [1]

证券日报网讯12月26日，硕贝德（300322）在互动平台回答投资者提问时表示，公司重视持续发展和股 东利益，将进一步深耕主业、强化管理，持续推进产品技术创新和市场开拓，不断提高公司盈利水平。 ...