稍早前，国务院国资委原副主任苟坪已调任中国星网集团董事长。 来源：澎湃新闻 责编：刘珺宇 校对：高源 百万用户都在看 "牛市旗手"，重磅利好！业绩暴增超10倍，什么信号？ 刚刚，突传利好！美国、欧盟，大消息！ 见证历史！暴跌19.4%！ 重大转变！特朗普，突然宣布！ 事关降息！美联储，重磅传来！ 违法和不良信息举报电话：0755-83514034 上述消息显示，牟相军已任中国卫星网络集团有限公司（简称"中国星网集团"）党组副书记。 另据天眼查信息，近日，中国星网集团最新人员变更事项显示，牟相军已任公司董事。 牟相军曾任国家国防科技工业局综合司司长、新闻发言人，航天科工集团党群工作部副部长，中国星网集团副 总经理等职。 中国星网集团成立于2021年4月，是中央批准成立的唯一一家从事卫星互联网设计建设运营的国有重要骨干企 业，是首家注册落户雄安新区的中央企业。 中国星网集团致力于打造卫星互联网产业发展的核心力量和组织平台，为用户提供先进、优质、安全、经济的 空间网络信息服务，成为具有全球竞争力的世界一流卫星互联网公司。 据"北京丰台"微信公众号消息，7月11日，区委书记王少峰带队赴河北雄安新区学习交流，共商协同发 ...

行 业 研 通信 2025 年 07 月 13 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -29% -14% 0% 14% 29% 43% 58% 2024-07 2024-11 2025-03 通信 沪深300 相关研究报告 《AI 驱动光铜共进，AEC 等受益于 高速短距连接需求—行业深度报告》 -2025.7.8 《万国和润泽 REIT 均获超百倍认 购，世纪互联上调业绩指引，AIDC 产业链发展或提速 —行业周报》- 2025.7.6 《 世 纪 互 联 上 调 业 绩 指 引 ， 看 好 AIDC 产业链投资机会—行业点评报 告》-2025.6.30 算力公司业绩亮眼，Grok-4 发布，AWS 推出 GB200 UltraServers，看好全球 AIDC 产业链 ——行业周报 | 蒋颖（分析师） | 雷星宇（联系人） | 陈光毅（联系人） | | --- | --- | --- | | jiangying@kysec.cn | leixingyu@kysec.cn | chenguangyi@kysec.cn | | 证书编号：S0790523120003 | 证书编号：S0790 ...

Core Insights - Japan and the European Union are seeking to develop a satellite network to enhance their capabilities in space technology and communication [1] Group 1 - The collaboration aims to strengthen the satellite infrastructure and improve data sharing between Japan and the EU [1] - This initiative is part of a broader strategy to enhance security and technological independence in space [1] - The project is expected to foster innovation and create new opportunities in the satellite industry [1]

据日经新闻：日本和欧盟拟定一份卫星网络计划协议。 ...

7月9日至10日，由中国无线电协会主办、环球专网通信承办的"2025无线电技术与应用发展论坛"在北京 召开。本届论坛以"无线智联新时代赋能新质生产力"为主题，聚焦频谱资源高效配置、关键技术融合创 新与行业深度协同应用等重点方向，搭建起政、产、学、研、用多方共议的专业交流平台。 工业和信息化部原副部长、第十三届全国政协经济委员会副主任刘利华，中国无线电协会理事长刘岩出 席开幕式并致辞。中国无线电协会副理事长兼秘书长阚润田主持会议。来自国家相关部委、无线电管理 机构、基础电信运营企业、设备制造商、科研院所、高校及行业应用单位的近500位代表参会。 开幕式上，北京邮电大学教授、通信领域知名专家张平，国防科技大学第六十三研究所研究员姚富强， 中国信息通信研究院副院长王志勤，分别就6G通信体系架构、低轨卫星系统演进、无线电频谱协同治 理等前沿议题作专题报告，为业界提供权威解读和战略思考。 中国电信（601728）集团有限公司、中国移动（600941）通信集团有限公司、中国联合网络通信集团有 限公司、中国广播电视网络集团有限公司、中国铁塔股份有限公司、国网信息通信产业集团有限公司、 中兴通讯股份有限公司、北京博识广联科技 ...

Performance Forecast - The company expects a net profit attributable to shareholders of between 2 million and 3 million yuan, a significant decrease of 98.47% to 98.98% compared to the previous year's profit of 195.83 million yuan [1] - The company anticipates a net loss of between 30 million and 33 million yuan after deducting non-recurring gains and losses, compared to a profit of 107.60 million yuan in the same period last year, reflecting a decline of 127.88% to 130.67% [1] - Basic earnings per share are projected to be between 0.0008 yuan and 0.0012 yuan, down from 0.0789 yuan per share in the previous year [1] Communication with Auditors - The financial data related to this performance forecast has not been audited by the accounting firm, but the company has communicated with the auditors regarding the performance forecast, and there are no disagreements between the two parties [1] Reasons for Performance Change - The decline in profit is attributed to industry client adjustments and cyclical fluctuations, which have delayed contract signings. Additionally, the company is actively engaged in technology research and development in emerging fields such as chips, satellite internet, Beidou, intelligent unmanned systems, low-altitude economy, 6G, robotics, brain-computer interfaces, and smart wearables, which has impacted profitability during the reporting period [1]

Core Viewpoint - The UK plans to invest €163 million (approximately $191 million) in the European satellite communications company to strengthen its position against Elon Musk's SpaceX Starlink project [1] Group 1: Investment Details - After the UK investment, the total funding received by the European satellite communications company will reach €1.5 billion ($1.75 billion) [1] - The UK will hold a 10.89% stake in the European satellite communications company, preventing dilution of its shares by France [1]

根据战略投资合作备忘录，集团与喀什中佳确立互为重要战略投资合作伙伴关系。双方拟透过优势资源 整合与资金协同，建立可持续战略投资合作机制，重点推进构建新一代卫星互联网媒体信息服务生态体 系，各自深化中国及东南亚区域市场战略布局，透过平台技术创新实现企业价值提升。迈入当今卫星通 讯同人工智能交集的热点业务，包括手机直联卫星互联网通讯、面向移动终端、车联网、工业物联网、 智慧农业及低空经济等应用。 为响应国家有关促进新疆发展、增进民族团结、维护新疆稳定等的重大战略部署，把握新疆在国家全局 中的战略定位，努力打造中西部地区高质量发展的示范样板，造就新疆融入国内及国际双循环的重要枢 纽，服务一带一路核心建设，配合国家发展策略，在促进亚欧互联互通及国家向西开放的进程中担当积 极角色，为深化区域合作贡献力量。 格隆汇7月11日丨中播数据(00471.HK)宣布，已于2025年7月11日，与喀什中佳食品产业有限公司简称 ("喀什中佳")签署了战略投资合作备忘录。 公司认为，通过订立战略合作备忘录，公司与喀什中佳彼此视为重要战略合作夥伴，双方结合各自的核 心资源及优势，通过持续的战略合作机制，促进互利共赢；加强本公司打造成新一 ...

西藏自治区日喀则市吉隆口岸一带近日遭遇山洪灾害，中国人寿财险西藏分公司运用卫星遥感技术高效 完成理赔工作，成为西藏保险业科技赋能防灾减灾的典型案例。 7月8日5时许，中国和尼泊尔边境的吉隆口岸一带发生山洪灾害，导致多人失联，中尼热索桥(友谊桥) 垮塌中断。灾害同时冲毁了正在施工的某基础设施改造项目部分路段和设施。作为该项目建筑工程一切 险的承保方，中国人寿财险西藏分公司立即启动重大灾害应急预案。 "传统人工查勘在高原地质灾害区域面临效率低、风险高的难题。"该公司理赔部工作人员介绍。此次公 司创新采用"天—空—地"一体化查勘模式，在遵循国家地理信息管理规范的前提下，通过调取灾前灾后 多光谱卫星影像对比，自动识别路基坍塌、土方流失等受损区域，生成三维损失模型。 针对受灾区域地形复杂、部分受灾点车辆无法抵达的情况，该公司在运用卫星遥感技术锁定受损范围的 同时，选派地面查勘团队深入灾区核对损失细节。7月9日，接到理赔报案24小时内，中国人寿财险西藏 分公司便与被保险人达成理赔合意，预付赔款150万元。 "从报案到拿到预付赔款只用了不到1天，解决了我们的燃眉之急。"受损工程项目经理卢先生表示。据 悉，该笔赔款是本次灾害 ...

Core Viewpoint - China Satellite (600118) is expected to report a significant loss in the first half of 2025, with a projected net loss of between 21.2 million to 41.2 million yuan, a stark decline from a profit of 8.5 million yuan in the same period last year [1][2]. Group 1: Financial Performance - The company anticipates a net profit attributable to shareholders of between -41.2 million yuan and -21.2 million yuan for the first half of 2025, indicating a shift from profitability to loss [1]. - The expected net profit after deducting non-recurring gains and losses is projected to be between -47.3 million yuan and -25.3 million yuan [1][2]. - The 2024 annual report indicated a net profit decline of 82.28% to 27.914 million yuan, with a 96.67% drop in net profit excluding non-recurring items, highlighting ongoing financial pressure [3]. Group 2: Reasons for Performance Decline - The decline in performance is attributed to fewer contracts meeting acceptance conditions in satellite manufacturing, leading to a decrease in recognized revenue while operational expenses continue to rise [2]. - Although there was a significant increase in the delivery of aerospace components, the majority were low-margin commercial space products, contributing minimally to profit [2]. - The competitive landscape has intensified due to the influx of private capital in commercial aerospace, necessitating a restructuring of profit models for traditional aerospace companies [3]. Group 3: Strategic Response - The company plans to accelerate the implementation of key projects and task deliveries, focusing on industry user needs and optimizing products and services [2]. - Efforts will be made to explore new avenues in commercial aerospace and satellite applications while enhancing cost management and risk control [2]. - China Satellite is actively participating in low-orbit internet construction projects, providing various products and services, including electronic products and communication terminals [3].