南财智讯1月21日电，通宇通讯公告，公司董事会近日收到独立董事曹瑜强先生提交的书面辞职报告。 曹瑜强先生因工作变动申请辞去公司第六届董事会独立董事、董事会审计委员会召集人职务、董事会薪 酬与考核委员会委员职务，辞职后将不再担任公司任何职务。截至公告披露日，曹瑜强先生未持有公司 股份，不存在应当履行而未履行的承诺事项。曹瑜强先生的辞职将在公司股东会选举产生新任独立董事 后生效。在此之前，其将继续履行独立董事及董事会专门委员会委员的职责。 ...

广东通宇通讯股份有限公司 独立董事提名人声明与承诺 提名人 吴中林 现就提名杨澄为广东通宇通讯股份有限公司第六届董事 会独立董事候选人发表公开声明。被提名人已书面同意作为广东通宇通讯 股份有限公司第六届董事会独立董事候选人（参见该独立董事候选人声明）。 本次提名是在充分了解被提名人职业、学历、职称、详细的工作经历、全部兼 职、有无重大失信等不良记录等情况后作出的，本提名人认为被提名人符合相 关法律、行政法规、部门规章、规范性文件和深圳证券交易所业务规则对独立 董事候选人任职资格及独立性的要求，具体声明并承诺如下事项： 一、被提名人已经通过广东通宇通讯股份有限公司第六届董事会提名委员 会或者独立董事专门会议资格审查，提名人与被提名人不存在利害关系或者其 他可能影响独立履职情形的密切关系。 √ 是 □ 否 如否，请详细说明：______________________________ 二、被提名人不存在《中华人民共和国公司法》第一百四十六条等规定不 得担任公司董事的情形。 √ 是 □ 否 如否，请详细说明：______________________________ 四、被提名人符合公司章程规定的独立董事任职条件 ...

一、独立董事辞职情况 广东通宇通讯股份有限公司（以下简称"公司"）董事会于近日收到公司独 立董事曹瑜强先生提交的书面辞职报告。曹瑜强先生因工作变动申请辞去公司第 六届董事会独立董事、董事会审计委员会召集人职务、董事会薪酬与考核委员会 委员职务，辞职后将不再担任公司任何职务。截至本公告披露日，曹瑜强先生未 持有公司股份，不存在应当履行而未履行的承诺事项。 曹瑜强先生的辞职将导致公司独立董事占董事会成员的比例低于三分之一 且现有独立董事中欠缺会计专业人士，根据《上市公司独立董事管理办法》《深 圳证券交易所上市公司自律监管指引第1号——主板上市公司规范运作》和《公 司章程》等相关规定，曹瑜强先生的辞职申请将在公司股东会选举产生新任独立 董事后生效。在此之前，曹瑜强先生将继续履行公司独立董事及董事会专门委员 会委员的职责。 证券代码：002792 证券简称：通宇通讯 公告编号：2026-010 广东通宇通讯股份有限公司 关于独立董事辞职及增补独立董事的公告 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。 广东通宇通讯股份有限公司董事会 二〇二六年一月二十二日 附件：独 ...

广东通宇通讯股份有限公司 独立董事候选人声明与承诺 声明人 杨澄 作为广东通宇通讯股份有限公司第六届董事会独立董事候 选人，已充分了解并同意由提名人吴中林提名为广东通宇通讯股份有限公司 （以下简称该公司）第六届董事会独立董事候选人。现公开声明和保证，本人 与该公司之间不存在任何影响本人独立性的关系，且符合相关法律、行政法规、 部门规章、规范性文件和深圳证券交易所业务规则对独立董事候选人任职资格 及独立性的要求，具体声明并承诺如下事项： 一、本人已经通过广东通宇通讯股份有限公司第六届董事会提名委员会或 者独立董事专门会议资格审查，提名人与本人不存在利害关系或者其他可能影 响独立履职情形的密切关系。 √ 是 □ 否 如否，请详细说明：_____________________________ 二、本人不存在《中华人民共和国公司法》第一百四十六条等规定不得担 任公司董事的情形。 √ 是 □ 否 如否，请详细说明：______________________________ 三、本人符合中国证监会《上市公司独立董事管理办法》和深圳证券交易 所业务规则规定的独立董事任职资格和条件。 √ 是 □ 否 如否，请详细说明：_ ...

证券代码：002792 证券简称：通宇通讯 公告编号：2026-011 广东通宇通讯股份有限公司 2、股东会的召集人：董事会 3、本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所股票上市 规则》《深圳证券交易所上市公司自律监管指引第 1 号——主板上市公司规范运作》等法 律、行政法规、部门规章、规范性文件及《公司章程》的有关规定。 4、会议时间： （1）现场会议时间：2026 年 02 月 06 日 14:30 （2）网络投票时间：通过深圳证券交易所系统进行网络投票的具体时间为 2026 年 02 月 06 日 9:15-9:25，9:30-11:30，13:00-15:00；通过深圳证券交易所互联网投票系统投 票的具体时间为 2026 年 02 月 06 日 9:15 至 15:00 的任意时间。 5、会议的召开方式：现场表决与网络投票相结合。 关于召开 2026 年第二次临时股东会的通知 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。 一、召开会议的基本情况 1、股东会届次：2026 年第二次临时股东会 6、会议的股权登记日：2026 年 ...

证券代码：002792 证券简称：通宇通讯 公告编号：2026-009 广东通宇通讯股份有限公司 第六届董事会第二次会议决议公告 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。 一、董事会会议召开情况 广东通宇通讯股份有限公司（以下简称"公司"）于 2026 年 1 月 21 日在公 司会议室召开第六届董事会第二次会议。会议通知于 2026 年 1 月 19 日以专人送 达、电话、电子邮件相结合的方式发出，会议采用现场结合通讯表决的方式召开。 会议由董事长吴中林先生主持，应出席董事 9 名，实际出席董事 9 名。本次会 议的召集和召开程序符合《中华人民共和国公司法》《中华人民共和国证券法》 等法律、行政法规、部门规章、规范性文件及《公司章程》的规定。 二、董事会会议审议情况 具体内容详见公司同日刊登于巨潮资讯网（www.cninfo.com.cn）上的《关 于独立董事辞职及增补独立董事的公告》。 本议案已经董事会提名委员会审议通过。 与会董事经认真审议和表决，形成如下决议： （一）审议通过《关于增补独立董事的议案》 表决结果：9 票同意，0 票反对，0 票弃权 ...

Core Viewpoint - The aerospace industry is undergoing a paradigm shift from a cost-agnostic "engineering narrative" to a profit and market-driven "industrial narrative," with a focus on commercial viability rather than just technological milestones [1] Group 1: Industry Transition - China's commercial aerospace is at a "dawn moment," transitioning from an engineering-driven model to an industry-driven one, with low Earth orbit satellite constellations becoming marketable infrastructure [1] - The competition between China and the U.S. is intensifying, with China attempting to catch up to SpaceX's cost barriers through initiatives like the "GW constellation" and "Thousand Sails constellation" [1] Group 2: Satellite Manufacturing - The satellite manufacturing sector is shifting to a mass production model, akin to the automotive industry, with China's market expected to grow from approximately 7.1 billion yuan in 2025 to 39.4 billion yuan by 2030 [2] - The urgency to secure orbital and frequency resources is driving a transition from sporadic research models to continuous, batch engineering deliveries [3] Group 3: Ground Systems - Ground systems are evolving from a supporting role to a core hub in the satellite constellation, with the market projected to grow from 1.2 billion yuan in 2025 to 39.1 billion yuan by 2030 [6] - The complexity of data access, forwarding, and scheduling will increase exponentially with the rise in satellite numbers, making ground systems critical for operational success [6] Group 4: Terminal Market - The terminal segment is expected to see explosive growth, with market size projected to surge from 0.5 billion yuan in 2025 to approximately 141.9 billion yuan by 2030 [7] - The current market is limited to specialized industries, but the potential for consumer markets exists, particularly with advancements in satellite and WiFi integration [7] Group 5: Rocket Launch Costs - The primary constraint in commercial aerospace is launch costs, with current Chinese prices ranging from 50,000 to 100,000 yuan per kilogram, while SpaceX has reduced costs to about 20,000 yuan per kilogram [8] - The market for rocket launch services is expected to grow from 10.7 billion yuan in 2025 to 34.3 billion yuan by 2030, driven by advancements in reusable rocket technology [9] Group 6: Application Market - The application segment is projected to grow from a mere 0.2 billion yuan in 2025 to 525 billion yuan by 2030, with applications expected to account for over 67% of revenue [10] - The strategy involves targeting specialized industries first before expanding into consumer markets, similar to SpaceX's approach with Starlink [10]

Investment Rating - The report maintains an "Outperform" rating for the commercial aerospace industry [1] Core Insights - The aerospace sector is transitioning from being viewed as a "cost center" driven by national will to a "growth engine" driven by commercial demand, with significant investments and strategic planning from both the US and China [6][9] - The global aerospace economy is projected to reach $613 billion in 2024, with commercial aerospace contributing 78%, and is expected to exceed $1 trillion by 2032 [6][9] - The value chain of commercial aerospace is divided into five core levels: "space, ground, terminal, rocket, and application," each presenting unique market opportunities and technical challenges from 2026 to 2030 [10][29] Summary by Sections 1. Space: Satellite Manufacturing - The satellite manufacturing market in China is expected to grow from approximately 7.1 billion yuan in 2025 to about 39.4 billion yuan by 2030, reflecting a shift from sporadic research models to continuous, batch engineering deliveries [16][18] 2. Ground: Ground Systems - The ground systems market is projected to increase from around 1.2 billion yuan in 2025 to approximately 39.1 billion yuan by 2030, evolving from a supporting role to a core infrastructure essential for stable satellite constellation operations [21][22] 3. Terminal: Key Variable for Commercial Aerospace - The terminal market is anticipated to grow from 500 million yuan in 2025 to about 141.9 billion yuan by 2030, driven by multiple vertical industries and potential consumer scenarios [23][24] 4. Rocket: Core Constraint - The cost of rocket launches is a critical constraint, with reusable technology expected to reduce costs by 80%-90% compared to traditional expendable rockets. The market for rocket launch services is projected to grow from approximately 10.7 billion yuan in 2025 to about 34.3 billion yuan by 2030 [25][26] 5. Application: Final Value Realization - The application market is expected to expand from 200 million yuan in 2025 to 525 billion yuan by 2030, with the revenue share from applications projected to rise from single digits to over 67% by around 2030 [27][28] 6. Investment Opportunities - Investment opportunities in commercial aerospace can be categorized into three main tracks: 1. Launch and manufacturing segments, which are expected to benefit directly from increased orders and visibility 2. Core components and systems, characterized by high technical barriers and critical for long-term competitiveness 3. Downstream applications and operational services, which, while currently limited in scale, hold the greatest long-term potential for value realization [29][30]

Market Overview - The Shanghai Composite Index fell by 0.01% to close at 4113.65 points, with a daily high of 4128.93 points [1] - The Shenzhen Component Index decreased by 0.97% to 14155.63 points, reaching a high of 14337.12 points [1] - The ChiNext Index dropped by 1.79% to 3277.98 points, with a peak of 3347.94 points [1] Margin Trading and Securities Lending - The total margin trading and securities lending balance in the Shanghai and Shenzhen markets was 27003.83 billion yuan, with a financing balance of 26830.44 billion yuan and a securities lending balance of 173.39 billion yuan [2] - The margin trading and securities lending balance decreased by 136.8 billion yuan compared to the previous trading day [2] - The Shanghai market's margin trading balance was 13644.95 billion yuan, down by 76.94 billion yuan from the previous day, while the Shenzhen market's balance was 13358.87 billion yuan, a decrease of 59.87 billion yuan [2] Top Margin Buying Stocks - The top three stocks by margin buying amount were: - TBEA Co., Ltd. (特变电工) with 29.12 billion yuan [3] - Zhongji Xuchuang (中际旭创) with 23.59 billion yuan [3] - Xinyisheng (新易盛) with 20.75 billion yuan [3] Fund Issuance - Two new funds were issued yesterday: Wanjiayuanli Bond C (万家元利债券C) and Wanjiayuanli Bond A (万家元利债券A) [4][5] Top Net Buying on Dragon and Tiger List - The top ten net buying amounts on the Dragon and Tiger list were: - Hunan Silver (湖南白银) with 12554.74 million yuan [6] - Jiayun Technology (佳云科技) with 12306.17 million yuan [6] - Jiangtian Chemical (江天化学) with 12254.26 million yuan [6]

通宇通讯，-43%， 三维通信，-40%， 顺灏股份，-43%， 航天环宇，-38%， 航天发展，-39%， 神剑股份，-39%， 中国卫通，-36%， 中国卫星，-23%， 中天火箭，-30%， 航天晨光，-29%， 航天科技，-28%， 航天智装，-28%， 周二，商业航天概念再遭暴击，高点下来跌了多少？ 周二，商业航天概念再遭暴击，高点下来跌了多少？ ...