证券日报网讯 12月15日，天银机电发布公告称，公司将于2025年12月18日（星期四）召开2025年第二 次临时股东会会议。本次股东会将审议《关于修订并授权办理工商登记变更的议案》《关于修订及制定 公司部分治理制度的议案》。 （编辑 任世碧） ...

证券代码：300342 证券简称：天银机电 公告编号：2025-047 常熟市天银机电股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 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。 常熟市天银机电股份有限公司（以下简称"公司"），经 2025 年 12 月 02 日召 开的第五届董事会第二十三次会议审议通过，定于 2025 年 12 月 18 日（星期四） 召开公司 2025 年第二次临时股东会会议，本次股东会的通知已于 2025 年 12 月 03 日在巨潮资讯网（www.cninfo.com.cn）刊登。本次股东会将采取现场投票和网络 投票相结合的方式召开，现将股东会的有关事项再次提示如下： 一、 召开会议的基本情况 （1） 现场会议召开时间：2025 年 12 月 18 日（星期四）下午 14:30 开始 （2） 网络投票时间：2025 年 12 月 18 日 其中：通过深圳证券交易所系统进行网络投票的具体时间为：2025 年 12 月 18 日上午 9:15—9:25，9:30—11:30 和下午 13:00—15:00。 通过深圳证 ...

截至12月12日 10:39，同类规模最大的通用航空ETF（159378）涨超2%。成分股四川九洲(000801)涨停，天和防务(300397)涨超10%，天银机电(300342)、莱 斯信息(688631)、航天电子(600879)等个股跟涨。 | 序号 | 代码 | 名称 | 涨跌幅 ▼ | 成交量 | | | --- | --- | --- | --- | --- | --- | | 1 | 300397 | 天和防务 | 10.40% | 5207万 | 7.65亿 | | 2 | 000801 | 四川九洲 | 9.98% | 7590万 | 13.14亿 | | 3 | 300342 | 天银机电 | 6.33% | 6992万 | 17.30亿 | | 4 | 688631 | 菜斯信息 | 5.67% | 199万 | 1.32亿 | | 5 | 600879 | 航天电子 | 4.69% | 2.45 Z | 34.76亿 | | 6 | 002651 | 利君股份 | 4.39% | 2207万 | 2.64 Z | | 7 | 688122 | 西部超导 | 4.23% | 2623万 ...

Core Viewpoint - The commercial aerospace sector in the A-share market has experienced a significant surge, driven by the establishment of new companies and the introduction of a three-year development plan, indicating strong governmental support for the industry [1] Group 1: Stock Performance - Tianli Composite saw a 30% increase, reaching a market capitalization of 6.629 billion [2] - Chaojie Co. experienced a 20% rise, with a total market value of 13 billion [2] - Chuangyuan Xinke rose by 18.56%, with a market cap of 4.691 billion [2] - Guoci Materials increased by 15.73%, totaling a market value of 26.9 billion [2] - Aerospace Huanyu grew by 14.74%, with a market capitalization of 18.2 billion [2] - Xice Testing and Tianyi New Materials both saw increases of over 10% [1][2] Group 2: Industry Outlook - The recent establishment of commercial aerospace companies and the development plan highlights the government's commitment to the sector [1] - The commercial aerospace ecosystem in China is developing a comprehensive chain that includes upstream manufacturing, midstream launch and operation, and downstream application services [1] - There is a strong positive outlook for investment opportunities within the commercial aerospace sector [1]

早盘，商业航天板块表现活跃，超捷股份20CM涨停，航天环宇、天和防务涨超10%，航天长峰、四创 电子涨停，航天动力、陕西华达、天银机电、亚光科技、霍莱沃等涨超5%。 | | 名称 | 现价 | | 涨跌 涨跌幅▼ 成交额 年初至今 | | --- | --- | --- | --- | --- | | 920961 | 创远信科 | 33.29 | 5.59 | 20.18% 5.27亿 125.12% | | 301005 | 超捷股份 | 96.78 | | 16.13 20.00% 18.99亿231.35% | | 688523 | 航天坏宇 | 43.37 | 4.42 | 11.35% 8.23亿 116.85% | | 300397 | 天和防务 | 14.87 | 1.41 | 10.48% 6.65亿 35.30% | | ୧୦୦୫୮૨ | 航天长峰 | 20.34 | 1.85 | 10.01% 5.57亿 57.92% | | 600990 | 四创电子 | 31.13 | | 2.83 10.00% 4.74亿 46.29% | | 600343 | 航天动力 | 39.33 | 2. ...

| 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300620 | 光库科技 | 165.13 | 13.32% | 2932万 | 46.49亿 | | 2 | 600879 | 航天电子 | 13.80 | 8.75% | 3.97亿 | 54.06亿 | | 3 | 688027 | 国盾量子 | 498.30 | 7.89% | 540万 | 26.52亿 | | 4 | 300342 | 天银机电 | 22.27 | 5.95% | 8833万 | 20.44亿 | | 5 | 688418 | 震有科技 | 34.58 | 5.65% | 1809万 | 6.31 Z | | 6 | 002281 | 光迅科技 | 65.66 | 4.70% | 3671万 | 23.94亿 | | 7 | 688385 | 复旦微电 | 61.69 | 3.86% | 1143万 | 7.09亿 | | 8 | 300672 | 国科微 | 99.84 | 3.61% | 875 ...

Core Viewpoint - The General Aviation ETF (159378) has shown a significant increase, reflecting a strong growth trend in the low-altitude economy and drone manufacturing sector in China [1][3]. Group 1: Market Performance - As of December 8, 2025, the General Aviation ETF (159378) rose by 2.22%, marking its third consecutive increase [1]. - Key component stocks such as Tianyin Electromechanical (300342) increased by 11.99%, Aerospace Electronics (600879) by 10.01%, and China Satellite (600118) by 8.49% [1][2]. Group 2: Industry Growth - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025 and is expected to exceed 2 trillion yuan by 2030 [2]. - China holds a 70% share of the global consumer drone market, with 969 companies registered in the civil unmanned aerial vehicle product information system [2][3]. - The first four-seat electric aircraft has received a type certificate from the Civil Aviation Administration of China [2]. Group 3: Policy and Infrastructure - The Central Committee of the Communist Party of China has emphasized accelerating the development of strategic emerging industries, including the low-altitude economy [3]. - Local governments have been expediting the planning of low-altitude flight routes and airspace division since the second half of 2025, with ongoing policy support [3]. - Drones are rapidly expanding in both military and civilian sectors, particularly in logistics and emergency rescue applications [3]. Group 4: Investment Opportunities - The General Aviation ETF (159378) focuses on the low-altitude economy and drone sector, benefiting from the rapid development of integrated air, space, and ground capabilities [3]. - The ETF is the first and largest of its kind in the market, tracking the National Index of General Aviation Industry [3].

每经AI快讯，12月8日，6G概念走高，天银机电涨超13%，达华智能、通宇通讯、中瓷电子涨停。 （文章来源：每日经济新闻） ...

(一)重要市场新闻 2、2025培育钻石产业大会6日在郑州启幕，现场签约30个全产业链项目，总投资额不低于150亿元。此 次大会还发布了《2025培育钻石产业发展报告》，并举办产业对话会及产教融合对接会等活动。依托7 家超硬材料领域国家级研发平台，郑州在高温高压法，大功率化学气相沉积法等关键技术上持续领先， 并拓展至散热、光学等高端应用领域。河南省中原珠宝创新产业（300832）研究院院长张杰在大会上介 绍，当前中国培育钻石市场规模约140亿元，预计到2030年将超过1025亿元，中国将是培育钻石市场规 模快速增长的千亿蓝海。 点评：随着5G通信、人工智能、云计算等技术的爆发式发展，算力呈指数级增长，对散热能力提出更 高需求。而金刚石散热在高算力场景中具有超高导热率，出色的热稳定性，与材料兼容性好等显著优 势。科技巨头已在尝试金刚石散热技术。未来随着金刚石散热方案不断完善，有望重构散热技术全球竞 争格局，而我国为世界超硬材料生产大国，其人造金刚石的产量位居全球第一，产业链优势明显，有望 充分受益。概念股包括国机精工（002046）、四方达（300179）、黄河旋风（600172）等。 3、中国电信（60172 ...

Group 1: China Satellite (600118) - China Satellite is a leading player in the domestic satellite manufacturing sector and a key support for the national satellite internet strategy, handling over 50% of domestic low-orbit communication satellite orders [1][20] - The company has a monopoly advantage in small and micro-satellite platform technology, with products covering optical remote sensing, communication, and navigation [1][20] - It benefits from the increasing density of domestic satellite launches and the acceleration of constellation networking processes [1][20] Group 2: China Satcom (601698) - China Satcom is the only domestic telecom operator with independent satellite communication resources, managing multiple commercial communication satellites and providing a global satellite communication network [2][21] - The company plays a dominant role in aviation satellite internet services, providing high-speed and stable satellite-ground connectivity for flights [2][21] - Its business model encompasses the entire chain from satellite operation to bandwidth leasing and value-added services, benefiting from the growing demand for satellite bandwidth resources [2][21] Group 3: Shanghai Huguang (603131) - Shanghai Huguang is a core player in the private satellite manufacturing sector, with capabilities in the assembly, integration, and testing (AIT) services for the G60 Qianfan constellation project [3][22] - The company has a production capacity of over 100 satellites annually, supporting the deployment of 15,000 satellites for the Qianfan constellation [3][22] - It leverages advanced welding technology and automation to meet precision manufacturing requirements, achieving a 20% improvement in weld strength compared to traditional methods [3][22] Group 4: Chengchang Technology (001270) - Chengchang Technology is one of the few companies providing complete solutions for satellite internet phased array T/R chips, focusing on GaN, GaAs, and silicon-based processes [4][23] - The company’s products are widely used in various scenarios, achieving international advanced performance levels [4][23] - It benefits from the growing demand for satellite communication chips and the domestic replacement of high-end RF chips [4][23] Group 5: Huali Chuantong (300045) - Huali Chuantong is a core supplier of satellite communication terminals, playing a key role in the satellite communication functionality of Huawei's Mate60 series [5][24] - The company’s products cover satellite communication, BeiDou navigation, and simulation testing, with significant advantages in both military and civilian sectors [5][24] - It is well-positioned to benefit from the increasing penetration of consumer-grade satellite communication terminals [5][24] Group 6: Haige Communication (002465) - Haige Communication has a complete technology system in the low-orbit satellite internet sector, providing integrated solutions from chips to terminals and systems [6][25] - The company is deeply involved in major domestic BeiDou navigation and satellite internet projects, with a strong customer base in military satellite communication [6][25] - It is positioned to benefit from the dual growth of military and civilian markets through its collaborative development model [6][25] Group 7: Qian Zhao Optoelectronics (300102) - Qian Zhao Optoelectronics is a leading supplier of gallium arsenide solar cells in the commercial aerospace sector, holding over 50% market share [7][26] - The company has achieved vertical integration from gallium arsenide epitaxial wafers to chips, with products suitable for extreme space environments [7][26] - It benefits from the increasing satellite launch volumes and the growth of the commercial aerospace industry [7][26] Group 8: Aerospace Electronics (600879) - Aerospace Electronics specializes in providing key electronic devices and control systems for satellites and rockets, serving as a core support for the aerospace industry [8][27] - The company has a strong technical reserve in inter-satellite links and high-precision measurement and control [8][27] - It is positioned to benefit from the rapid development of commercial aerospace and the increasing demand for aerospace equipment [8][27] Group 9: Zhenlei Technology (688270) - Zhenlei Technology is a core supplier in the satellite internet chip sector, with a market share exceeding 40% in satellite RF chips and power management chips [9][28] - The company has achieved breakthroughs in high-end chip domestic production, with reliability and performance reaching international standards [9][28] - It is well-positioned to benefit from the demand for satellite internet core components and the domestic replacement of imported products [9][28] Group 10: Guobo Electronics (688375) - Guobo Electronics is a leading company in the satellite phased array T/R component sector, focusing on the development of compound semiconductor devices [10][29] - The company has a complete technical system for the design, manufacturing, and testing of phased array T/R components [10][29] - It is positioned to benefit from the growing demand for high-frequency communication in satellite applications [10][29] Group 11: Zhongke Xingtou (688568) - Zhongke Xingtou is a leader in satellite remote sensing data processing and visualization, providing critical data support for satellite internet applications [11][30] - The company has a full-chain technology for satellite remote sensing data acquisition, processing, analysis, and visualization [11][30] - It is positioned to benefit from the explosion of satellite remote sensing data and the digital transformation of industries [11][30] Group 12: Siwei Tuxin (002405) - Siwei Tuxin is a leader in high-precision mapping and positioning navigation, providing integrated solutions for satellite internet applications in smart driving [12][31] - The company has a leading high-precision map database and core technology for BeiDou navigation [12][31] - It is positioned to benefit from the integration of satellite positioning technology and map data in the automotive sector [12][31] Group 13: Shanghai Huanxun (300762) - Shanghai Huanxun is a core enterprise in the military communication and satellite internet integration sector, serving as the exclusive payload supplier for the G60 Qianfan constellation [13][32] - The company has developed core technologies for 6G communication, enhancing frequency utilization and anti-interference capabilities [13][32] - It is positioned to benefit from the dual growth of military and civilian satellite communication markets [13][32] Group 14: Obit (300053) - Obit specializes in the development and production of core electronic devices for satellites, adapting to the trends of satellite miniaturization and lightweight [14][33] - The company’s products are widely used in various satellites and spacecraft, ensuring stable operation in orbit [14][33] - It is positioned to benefit from the increasing demand for satellite electronic products as commercial satellite launches rise [14][33] Group 15: Aerospace Hanyu (688523) - Aerospace Hanyu focuses on the development and production of structural components and electronic devices for satellites and rockets, serving as a key support for the aerospace industry [15][34] - The company has a complete capability from product design to mass production, meeting high reliability and precision manufacturing requirements [15][34] - It is positioned to benefit from the acceleration of satellite networking and the increasing launch density of rockets [15][34] Group 16: Tongyu Communication (002792) - Tongyu Communication is a leading company in the satellite communication antenna sector, focusing on the development of antennas for satellite and mobile communication [16][35] - The company has a complete capability from antenna design to testing, with products applied in various satellite communication projects [16][35] - It is positioned to benefit from the construction of ground facilities for satellite internet and the upgrading of communication equipment [16][35] Group 17: Tianyin Electromechanical (300342) - Tianyin Electromechanical is a core supplier of satellite attitude control system components, playing a significant role in commercial satellite systems [17][36] - The company’s products ensure stable satellite attitude and energy supply, with applications in various commercial satellites [17][36] - It is positioned to benefit from the increasing demand for attitude control system components as satellite launches rise [17][36]