Group 1 - The core viewpoint of the article is that 雷电微力 (Thunder Micro Power) stated it does not have knowledge of the final application scenarios of its products in the specialized market [1] Group 2 - The company responded to investor inquiries on its interactive platform [1]

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） ...

Core Viewpoint - The company, 雷电微力 (301050), has indicated that its millimeter-wave system is a versatile technology that can be applied in the environmental perception segment of humanoid robots, providing support for high-precision distance measurement and dynamic obstacle recognition [1] Group 1 - The millimeter-wave system relies on beam control and anti-interference perception technology characteristics [1] - The technology is designed to assist humanoid robots in near-range high-precision distance measurement and dynamic obstacle recognition [1] - Currently, the company does not have any projects related to humanoid robots [1]

Group 1 - The core viewpoint of the article is that 雷电微力 (301050.SZ) has not secured any orders from automotive companies in the autonomous driving sector, indicating a focus on specialized market applications instead [1] Group 2 - The company's products are currently primarily serving the specialized market sector, rather than the autonomous driving industry [1]

Core Viewpoint - The company, 雷电微力 (301050.SZ), has indicated that its millimeter-wave system is a versatile technology that can be applied in the environmental perception segment of humanoid robots, providing support for high-precision distance measurement and dynamic obstacle recognition. However, it is important to note that the company currently has no projects related to humanoid robots [1]. Group 1 - The millimeter-wave system relies on beam control and anti-interference perception technology characteristics [1]. - The technology is designed to support close-range high-precision distance measurement and dynamic obstacle recognition for robots [1]. - The company has not yet initiated any projects related to humanoid robots [1].

Market Overview - On January 13, the commercial aerospace concept stocks experienced a significant decline, with the sector index dropping over 6% [1] - The commercial aerospace index closed at 23,568.27, down 1,530.82 points or 6.10% from the previous close [2] Stock Performance - Several stocks within the commercial aerospace sector hit their daily limit down, including Aerospace Development, Aerospace Science and Technology, China Satellite Communications, Beidou Star, Aerospace Changfeng, and Aerospace Power [1] - Notable declines in individual stocks include: - Aerospace Universe: -16.58% [3] - Aerospace Intelligent Equipment: -13.77% [3] - Sree New Materials: -13.38% [3] - Aerospace Hongtu: -13.05% [3] - Guolian Aviation: -12.52% [3] - Other significant declines include Aerospace Electronics, China Satellite Communications, and Aerospace Longfeng, all down by 10% [4] Risk Announcements - Following the market downturn, multiple commercial aerospace companies issued risk warning announcements, clarifying that their main business does not involve commercial aerospace activities. Companies such as Aerospace Power, Aerospace Engineering, Xinghuan Technology, and Aerospace Changfeng were among those that made these disclosures [5]

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） ...

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，卫星通信是公司未来重点发展方 向，公司将持续加大在该领域的投入力度，加强核心技术研发，推动相关技术在卫星导航、卫星通信、 雷达等场景的低成本应用，充分把握行业发展机遇。 （文章来源：证券日报） ...