震有科技、信科移动、智明达等披露商业航天业务营收占比
Xin Lang Cai Jing·2026-01-12 13:15

Group 1 - Baiwei Storage's second largest shareholder, the National Integrated Circuit Fund Phase II, plans to reduce its stake by no more than 2% of the company's shares, equating to approximately 934.26 million shares [1][6] - Rongbai Technology expects a net loss of 150 million to 190 million yuan for 2025, but anticipates turning a profit in the fourth quarter with an estimated net profit of around 30 million yuan [8] - Yongxi Electronics plans to invest no more than 2.1 billion yuan in building an integrated circuit packaging and testing production base in Malaysia, which will account for approximately 13.68% of the company's total assets [9][10] Group 2 - Zhenyou Technology reported that revenue from the satellite internet sector accounted for about 7.15% of its total revenue in the first three quarters of 2025, indicating a low impact on overall performance [4] - Aerospace Hongtu stated that its main business is still in the satellite application stage, with no significant changes in market conditions or internal operations [5] - Ligong Navigation noted that its business planning in the commercial aerospace application field is still in the early stages, with revenue of approximately 154,400 yuan for the first nine months of 2025 [7] Group 3 - Zhongke Xingtou highlighted that its stock price increase is not supported by actual performance in the commercial aerospace sector, with related revenue accounting for 13.89% of total revenue [7] - Xinkai Mobile reported that its revenue from the satellite internet sector is approximately 2% to 3% of total revenue, which does not significantly impact overall performance [12] - Huayin Technology is focusing on special functional materials and exploring business opportunities in the aerospace sector, but the contribution of these products to revenue remains uncertain [16]