证券日报网讯12月15日，达华智能（002512）在互动平台回答投资者提问时表示，截至目前，公司暂未 在空天算力领域开展相关业务布局。 ...

格隆汇12月15日丨达华智能(002512.SZ)在互动平台表示，截至目前，公司暂未在空天算力领域开展相 关业务布局。 ...

12月9日，卫星板块反复活跃。截至13时38分，表征板块的卫星产业ETF(159218)涨0.15%冲击四连升； 成分股新雷能、臻镭科技、天银机电涨幅居前；截至12月8日，该基金获资金连续3日净流入，累计约 3900万，年初以来累计净流入超4.9亿，最新规模超7亿，在全市场同标的ETF中规模居首。 当前，关键技术突破正推动卫星互联网建设进入大规模部署的快车道。与此同时，全球"空天AI"的宏大 叙事正为行业打开全新的想象空间。埃隆·马斯克近期提出，计划在近地轨道部署每年百万吨级的AI计 算卫星，并探讨在月球建立卫星工厂的可能性，旨在突破地球能源与资源对人工智能发展的制约。这一 构想与谷歌、亚马逊等科技巨头的相关布局不谋而合，共同将"空天算力"推向了全球科技竞争的最前 沿。双轮驱动之下，卫星产业已超越传统通信范畴，其长期发展空间与战略价值获得系统性重估。 ...

12月8日，卫星产业板块全线走强。首只卫星产业ETF(159218)放量涨2.95%，成交额突破1.6亿元创历史 新高。权重股航天电子涨停，中国卫星大涨超5%。 更具想象力的是 "空天算力" 新赛道的开启。为应对地面算力的能耗瓶颈，国内外正加速布局太空数据 中心。我国"星算计划"、"三体计算星座"等项目已启动，目标在太空构建万P级算力网络，服务于未来 6G、自动驾驶等前沿领域。 当前，卫星产业在政策、技术、新应用的三重共振下，已进入黄金发展期。卫星产业ETF(159218)成为 投资者布局这一高景气赛道的便捷选择。 风险提示：基金有风险，投资需谨慎。 | | | 卫星产业ETF | | | 17 Q | | --- | --- | --- | --- | --- | --- | | | | 1.326 2.95% | | | | | 股吧 | 资讯 | 公告 | 资金 | 持仓 | 招 | | Th 持仓占比明细数据 | | | | | | | 申赎清单(2025-12-05) | | | | 持仓占比(2025-09-30) (?) | | | 名称 | | 市值占比, | | 最新, | 涨幅↓ | | ...

Group 1 - The satellite communication sector is experiencing strong performance, with the first satellite industry ETF (159218) rising by 2.95% and achieving a daily trading volume of over 1.6 billion yuan, marking a historical high since its launch [1] - Major stocks in the sector, such as Aerospace Electronics and China Satellite, have shown significant gains, with Aerospace Electronics hitting the daily limit and China Satellite increasing by 5.49% [1] - The ETF has seen a remarkable increase in its annual share, achieving over 405% growth [1] Group 2 - Recent technological advancements in China's commercial space sector include the successful first flight of the reusable "Zhuque-3" rocket, which is expected to enhance low-cost and high-capacity launch capabilities [3] - The launch of the sixth batch of Qianfan constellation satellites and 14 low-orbit satellites for satellite internet indicates an acceleration in launch frequency [3] - The National Space Administration has issued a plan for the high-quality and safe development of commercial space from 2025 to 2027, establishing a dedicated regulatory body to ensure long-term industry growth [3] Group 3 - The concept of "space computing" is emerging as a new growth area within the satellite industry, with potential applications in addressing energy consumption and resource pressures of ground data centers [4] - Major international tech companies, including SpaceX and Google, are already investing in this area, while China is also advancing its initiatives, such as the "Chenguang-1" computing satellite and the "Star Computing Plan" [4] - The satellite industry is poised for significant growth driven by technological maturity, clear policies, and expanding application scenarios, marking a critical turning point for commercial space and satellite internet industries [4]

Core Viewpoint - The company is actively focusing on the "Aerospace Computing Power" sector, with existing technological reserves in satellite internet security and various network security solutions implemented domestically and in countries along the "Belt and Road" initiative [1] Group 1: Satellite Internet Security - The company has developed a satellite application service platform and satellite remote sensing system as part of its network security solutions [1] - These solutions have been successfully implemented in multiple countries along the "Belt and Road" [1] Group 2: Intelligent Computing Cloud - The company is investing in and establishing a presence in the intelligent computing cloud sector [1] - It has launched a series of products including the intelligent computing cloud platform and integrated computing machine [1] - These offerings provide customers with high-performance and secure integrated infrastructure solutions for intelligent computing [1]

Group 1 - The article highlights the emergence of a new era in space computing, with a company actively developing a space AI computing project, which is expected to gain a first-mover advantage in the fields of space computing leasing, inter-satellite transmission services, and data asset monetization [1] - A lithium resource company is benefiting from the rebound in lithium prices, with net profit turning positive for the first time in nearly two years, and high-quality projects and mineral resources are expected to be gradually released, leading analysts to raise profit expectations [1]

Core Viewpoint - The company, Putian Technology, is a significant player in the specialized PCB manufacturing sector, focusing on a wide range of applications including satellite internet and robotics, with a strong emphasis on high reliability and short delivery times [1]. Group 1: Company Overview - Putian Technology specializes in multi-variety, sample, and small-batch PCB design, manufacturing, and assembly services [1]. - The company is recognized as one of the largest manufacturers of special-purpose PCBs in China, serving industries such as rail transportation, power, and high-end communications [1]. - Annually, the company produces approximately 100,000 different types of PCB products, indicating a broad application across various sectors [1]. Group 2: Market Engagement - The company has confirmed its involvement in supplying PCBs for products from major players like Huawei and Yusu, particularly in the robotics sector [1]. - The company emphasizes its commitment to disclosing significant information through designated media channels, ensuring transparency with stakeholders [1].

Group 1 - The article emphasizes the importance of timely and effective research reports in identifying investment opportunities, particularly in the context of complex brokerage reports and outdated institutional research data [1] - It highlights a significant advancement in space AI, noting a tenfold increase in real-time processing efficiency due to the "Three-Body Computing Constellation," indicating a burgeoning opportunity in the aerospace computing sector [1] - The article identifies a promising AI infrastructure stock for 2025, which is expected to leverage "SUPA + Athena" and integrate with AzureGPT/Beanbag cloud capabilities, with institutions optimistic about the company's AI application growth, projecting a 7x PS premium by 2025 [1]

Core Viewpoint - The report from Kaiyuan Securities highlights the potential of space computing to enable on-orbit data processing, improving the timeliness of space data handling and promoting the application of artificial intelligence in space [1][2]. Group 1: Event Overview - Wang Jian, director of Zhijiang Laboratory, emphasized the importance of space computing during a keynote speech at the 2025 Inclusion Bund Conference on September 11, where he argued that artificial intelligence should not be absent in space [1]. - The "Three-body Computing Constellation," consisting of 12 satellites launched on May 14, has successfully implemented the first complete interconnectivity of space satellites with an 8B AI model [1]. Group 2: Industry Trends - The traditional model of satellite data processing, which relies on sending data back to Earth for analysis, limits the efficiency of satellite data usage, with less than 10% of effective satellite data being transmitted back due to bandwidth and resource constraints [2]. - The newly launched satellites are equipped with onboard intelligent computing systems and inter-satellite communication systems, enabling real-time data processing in space and addressing the efficiency bottlenecks of traditional satellite data processing [2][3]. - The satellites have a maximum single-satellite computing power of 744 TOPS and can achieve inter-satellite communication speeds of up to 100 Gbps, with a combined computing capability of 5 POPS and a storage capacity of 30 TB when interconnected [3]. - The goal of the "Three-body Computing Constellation" is to establish a large-scale space-based intelligent computing infrastructure, ultimately reaching a total computing power of 1 EOPS, which is expected to surpass most single data centers on Earth [3].