Core Viewpoint - The company, ZTE Microelectronics (卓胜微), has developed radio frequency front-end and low-power Bluetooth microcontroller chips that can be utilized in satellite communication and has become a key supplier for smart terminal access to commercial aerospace networks [1] Group 1 - The company has the capability to provide satellite terminal products, applications, and solutions [1] - The company has products such as radio frequency front-end chips that meet NTN standards, which are currently in the initial shipping phase [1] - The company plans to actively reserve and expand technologies and terminal products related to satellite communication and supporting scenarios in the aerospace sector [1]

格隆汇12月31日丨移远通信(603236.SH)在互动平台表示，公司已与全球超过40多家主流车厂及60多家 顶尖的Tier 1供应商建立了长期、稳定的合作关系，共同推动汽车的智能化和网联化发展。在车载业务 方面，公司目前已形成覆盖智能座舱、4G/5G、C-V2X、高精度定位、Wi-Fi/蓝牙/UWB模组及天线的完 整产品生态。在卫星通信领域，公司布局了丰富的产品，包括多款集成卫星直连蜂窝（Direct-to- Cell,D2C）技术的模组，并配套了高性能D2C专用天线，可为各类物联网终端赋予"地面+卫星"连接能 力。 ...

Core Viewpoint - The company ShuoBeide (300322) is optimistic about the prospects of the satellite communication industry and is actively working to expand its projects in this area [1] Group 1: Company Developments - The company has received orders for low-orbit satellite communication antennas primarily for use in the maritime sector [1] - The low-orbit satellite antennas can be applied to ground terminal products such as mobile phones, cars, and ships [1]

证券日报网讯 12月30日，梅安森（300275）在互动平台回答投资者提问时表示，公司参股子公司知与 行主要基于稀疏相控阵算法等技术开发了卫星通信相关产品。知与行将持续关注卫星通信领域的技术发 展及应用落地情况，积极学习行业先进技术，针对高低轨卫星通信场景开展技术攻关，全力开发适配相 关场景的新产品。同时，鉴于相关技术研发与产品开发过程中存在诸多不确定性，敬请广大投资者注意 投资风险。 ...

Group 1 - The company, Jida Communication, is focused on the current status, development trends, and applications in the fields of commercial aerospace and satellite communication [2]

Industry Overview - The commercial aerospace industry is gaining significant attention due to technological breakthroughs such as rocket recovery, multi-satellite launches, and mass manufacturing of satellites, leading to a decrease in the costs of low Earth orbit constellation construction and operation [1] - The technical and commercial feasibility of large-scale networking has been validated, indicating a promising future for the industry [1] Company Strategy - Shenzhen Zhenyou Technology Co., Ltd. has systematically laid out a satellite terminal strategy focused on "high-low orbit integration," recognizing the long-term coexistence of high and low orbits and the differentiated network capabilities required by industry users and regional scenarios [1] - The company has developed a "pyramid" strategic system that is layered and defensive, with the To G (government) market being the most certain foundational sector of its satellite terminal strategy [1] Product and Market Application - Zhenyou Technology has established a complete emergency command communication system that includes key aspects such as command scheduling, on-site communication support, and satellite access, allowing satellite terminals to be integrated into overall emergency solutions [1] - The satellite terminals are not standalone devices but are standardized components that can be unified with existing command systems for integrated access, scheduling, and operation [1] Performance Metrics - As of the first three quarters of 2025, Zhenyou Technology achieved an operating revenue of 509 million yuan [2]

Group 1 - The core viewpoint of the article is that the company Meian Sen (300275.SZ) is actively developing satellite communication products through its subsidiary Zhi Yu Xing, utilizing sparse phased array algorithms and other technologies [1] - Zhi Yu Xing will continue to focus on technological advancements and application developments in the satellite communication field, aiming to learn from industry-leading technologies [1] - The company is committed to addressing technical challenges related to both low and high orbit satellite communication scenarios and is fully engaged in developing new products suitable for these applications [1]

（记者 胡玲） 雷电微力（301050.SZ）12月30日在投资者互动平台表示，公司毫米波微系统产品可以应用在无人驾驶 领域，目前暂未与华为合作。 每经AI快讯，有投资者在投资者互动平台提问：请问公司毫米波雷达相关产品在无人驾驶领域也有应 用吗？公司与华为在无人驾驶和卫星通信有合作吗？ ...

Group 1 - The company, Jida Communication (300597.SZ), is focused on the current status, development trends, and applications in commercial aerospace and satellite communication sectors [1] - As of now, there is no business cooperation between the company and Changguang Satellite [1]

慧翰股份(301600.SZ)公告，为探索公司智能网联汽车技术及车规级零部件在卫星通信产业和商业航天 领域的应用，公司与华福资本管理有限公司("华福资本")签署合伙协议，双方共同投资设立嘉兴华翰股 权投资合伙企业(有限合伙)("华翰投资")，公司出资6825万元，占比65%;华翰投资为私募基金，专项投 资一家商业航天企业。 ...