内容概况：作为在通信、雷达、医疗和工业加热等高科技领域发挥着基础性作用的真空电子器件，微波 管凭借其高频信号放大、能量转换及抗干扰等核心功能，已成为现代科技产业链的关键支撑点。2024 年，中国微波管行业市场规模约为217.46亿元，同比增长10.20%。这主要得益于国防现代化建设对高性 能雷达、电子对抗系统的刚性需求，同时民用领域如5G基站部署、卫星互联网、汽车自动驾驶雷达及 工业微波加热设备的快速普及。 相关上市企业：亚光科技（300123）、国睿科技（600562）、昆山电子（688103）、国光电气 （688776）、雷电微力（301050） 相关企业：紫金矿业集团股份有限公司、洛阳栾川钼业集团股份有限公司、中国铝业集团有限公司、大 显集团控股股份有限公司、南京亿高医疗科技股份有限公司、中国能源建设集团有限公司、舜宇光学科 技（集团）有限公司、中国东方红卫星股份有限公司、中兴通讯股份有限公司、德赛西威汽车电子股份 有限公司、镇江东方电热科技股份有限公司、深圳迈瑞生物医疗电子股份有限公司 关键词：微波管、微波管市场规模、微波管行业现状、微波管发展趋势 一、行业概述 微波管（microwave tube） ...

证券日报网讯1月13日，雷电微力（301050）在互动平台回答投资者提问时表示，公司对产品在专用市 场的最终应用场景没有知情权。 ...

证券日报网讯 1月13日，雷电微力在互动平台回答投资者提问时表示，公司主营的毫米波微系统，凭借 高精度波束控制、快速扫描及强抗干扰特性，可作为反隐身雷达、通信等的相关配套。 （文章来源：证券日报） ...

证券日报网讯1月13日，雷电微力（301050）在互动平台回答投资者提问时表示，公司毫米微系统作为 一项通用技术，依托波束控制、抗干扰感知技术特性，可应用于人形机器人的环境感知环节，为机器人 提供近距离高精度测距、动态障碍物识别等支持。但请注意，公司尚无人形机器人相关项目。 ...

格隆汇1月13日丨雷电微力(301050.SZ)在互动平台表示，公司未获得无人驾驶领域车企相关订单，公司 产品目前主要服务于专用市场领域。 ...

格隆汇1月13日丨雷电微力(301050.SZ)在互动平台表示，公司毫米微系统作为一项通用技术，依托波束 控制、抗干扰感知技术特性，可应用于人形机器人的环境感知环节，为机器人提供近距离高精度测距、 动态障碍物识别等支持。但请注意，公司尚无人形机器人相关项目。 ...

| 智明达 | 53.90 | -10.17% | | --- | --- | --- | | 588988989 | | | | 航天电子 | 28.40 | -10.01% | | 600879.SH | | | | 中国卫通 | 48.49 | -10.00% | | 601698.SH | | | | 航天长峰 | 26.45 | -10.00% | | 600855.SH | | | | 航天发展 | 36.00 | -10.00% | | 000547.SZ | | | | 航天动力 | 44.64 | -10.00% | | 600343.SH | | | | 中天火箭 | 88.83 | -10.00% | | 003009.SZ | | | | 震刺示 | 60.21 | -10.00% | | 002151.SZ | | | | 航天科技 | 31.50 | -10.00% | | 000901.SZ | | | | 航天电器 | 63.67 | -9.99% | | 002025.SZ | | | | 航天晨光 | 34.69 | -9.99% | | 600501 SH | | | I ...

Group 1 - The commercial aerospace sector is experiencing significant growth, with the launch of the Ceres-1 rocket scheduled between January 16-18, 2026, targeting a launch window at approximately 4 AM [1] - China has submitted an application for frequency resources for over 200,000 satellites by December 2025, indicating a strong push in satellite deployment [1] - Key events such as increased launch density, technology validation milestones, and accelerated constellation networking are expected to catalyze the commercial aerospace market [1] Group 2 - The China Defense Index (399973) has seen a strong increase of 4.57%, with notable stock performances from companies like Guobo Electronics (up 19.99%) and Zhongke Xingtou (up 17.52%) [1] - The Defense ETF (512670) has also risen by 4.55%, marking its third consecutive increase, with the latest price reported at 1.08 yuan [1] - The top ten weighted stocks in the China Defense Index as of December 31, 2025, include Aerospace Electronics and AVIC Shenyang Aircraft, collectively accounting for 42.34% of the index [2]

Group 1: Satellite Industry Overview - The satellite internal structure is divided into satellite platforms and payloads, with platforms providing necessary support for payloads to achieve mission objectives[4] - Effective payloads are the instruments and systems that perform specific tasks on satellites, primarily including antenna subsystems and transponder subsystems for communication satellites[5] - The satellite attitude control system consists of sensors, controllers, and actuators to maintain the satellite's orientation and stability[24] Group 2: Investment Opportunities - Key beneficiaries in the satellite industry include companies involved in attitude control (e.g., Tianyin Electromechanical, Aerospace Zhizhuang) and TR components (e.g., Zhenlei Technology, Chengchang Technology)[5] - The market performance of small-cap indices like the CSI 1000 and CSI 500 has outperformed large-cap indices such as the SSE 50 and CSI 300 this week[6] - New shares listed this week include 1 company on A-shares and 6 companies on the Hong Kong Stock Exchange, indicating a vibrant IPO market[6] Group 3: Market Trends and Recommendations - The report highlights investment themes in smart vehicles and high-end manufacturing, recommending stocks such as Hu Guang Co., Ruihu Mould, and Aopute[7] - The satellite industry is expected to benefit from advancements in low-orbit satellite payloads, particularly in transponders and phased array antennas, which are crucial for communication satellites[70] - The cost structure of low-orbit communication satellites shows that payloads account for approximately 75% of costs, with antennas and TR components being the major contributors[51]

证券日报网讯 1月5日，雷电微力在互动平台回答投资者提问时表示，低轨卫星作为卫星互联网与商业 航天发展的核心载体，市场需求持续释放，公司产品可适配低轨卫星星上载荷、地面终端等领域，能满 足卫星通信、遥感、导航等多场景的需求。因产品在卫星通信上的设计方案不同，因此价值也不统一。 （文章来源：证券日报） ...