②PCB+CPO+算力+光模块+智能驾驶+AR/VR眼镜，公司已批量生产应用于高算力、高性能计算的 PCB产品； 【臻选回顾】 ①光伏+储能+智能电网+BIPV+钙钛矿电池+锂电池，公司预计2026年储能产品出货量将翻倍； 12月17日提示《智慧城市+无人驾驶+车联网+低空经济+数字孪生！公司系深圳市车路云一体化试点 城市建设主要技术支持单位》，深城交12月18日、19日分别上涨0.99%、1.79%；12月18日提示 《数字孪生+AI+机器人+智慧政务+军工信息化！公司子公司长期服务公安政府部门》，中富通12月 19日低开高走收涨3.82%；12月21日提示《锂矿+盐湖提锂+锂电池+固态电池+稀土永磁，公司再获 超过200亿元锂盐产品采购大单！》，盛新锂能12月22日低开高走收涨2.94%，盘中最大涨幅一度 超过5%。 【今日速览】 前言 面对每晚海量的公告无从下手？《公告臻选》助你高效决策！专业筛选每晚最重要的关键公告，提供通 俗易懂的深度解读，揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌，决胜开盘之前。 ③卫星通信+商业航天+基站+北斗定位+星载天线+6G，公司天线产品已实现低轨通信卫星的小批量 ...

10 岁那年，她第一次看到那张著名的 " 暗淡蓝点 " ，开始对太空产生兴趣。后来，她成了央视记者。在 酒泉、文昌、太原的发射场，离火箭只有 4 公里，记录一次次点火升空。她站得离国家宏大叙事很近，却 也第一次看清： 航天，离普通人的生活，依然太远。 于是她做了一个在当时看来 " 极不理性 " 的决定 —— 辞掉体制内的确定性，用 600 万押上全部人生， 成为 中国最早一家民营卫星公司的创始人 。 她被捧上高峰，也在黑暗里独自熬过至暗时刻。 但十年里，她始终在做同一件事： 把遥远的航天，拽回到真实的产业与生活中。 真正的关键转折，发生在 2020 年。那年 4 月，卫星互联网被正式纳入国家 " 新基建 " 。资本涌入、公 司扎堆，商业航天一夜之间成为风口。而深耕产业的彭媛媛，把目光移向了另一个地方 —— " 从卫星走 向载荷。 " 2021 年底，她创办星移联信，把全部精力押在产业中 最难、也最核心的一环 —— 综合数字处理载荷， 也就是卫星真正的 " 大脑 " 。 在中国， " 5G 上天 " ，不是幻想，而是一次产业迁移。 在对谈中，她一语点破这个赛道的本质断层： " 能敲一亿行代码的人，不知道天上的事 ...

Core Insights - The second "Beijing-Shanghai Forum on Future Industry Development" highlighted that Shanghai and Beijing continue to lead the nation in comprehensive future industry development levels, with significant differentiation in competitive strengths among key cities [1] Group 1: Future Industry Trends - The report released at the forum evaluated the potential of ten cities across six key future industry sectors using a framework that includes innovation sources, market potential, and policy empowerment [1] - Cities exhibit clear differentiation in their advantageous sectors, such as Beijing and Hefei leading in quantum technology, while Shanghai, Beijing, and Guangzhou are in the top tier for biomanufacturing [1] - Shenzhen and Guangzhou dominate the 6G industry, indicating a need for cities to achieve coordinated development based on their unique endowments to avoid homogenized competition [1] Group 2: Technological and Financial Insights - Experts discussed the development prospects and challenges of the "space computing network," emphasizing the need to reduce launch costs and address heterogeneous resource management [3] - The acceleration of global layouts in embodied intelligence, brain-computer interfaces, 6G, and quantum technology was noted, with AI transitioning from quantitative to qualitative changes [3] - Financial innovation is deemed crucial for supporting the fourth industrial revolution, necessitating the construction of future financial forms to meet substantial capital demands and address revenue uncertainties [3] Group 3: Talent and Mechanism Innovation - Challenges in the future industry include a shortage of high-level technology and entrepreneurial talent, insufficient training, and barriers to talent mobility [4] - Six innovative paths for institutional mechanisms were proposed, including establishing collaborative education models and creating a diversified incentive mechanism [4] - The importance of capital cycle services and collaborative education models in supporting future industry development was discussed in sub-forums [4]

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司已经针对6G承载光网络可能涉及的光器 件模块开展技术预研。 ...

格隆汇12月22日丨光迅科技(002281.SZ)在互动平台表示，公司已经针对6G承载光网络可能涉及的光器 件模块开展技术预研。 ...

| 指数 涨跌（％） | | --- | | 名称 | | 上证指数 3890 0.36 -1.43 0.03 | | 深证综指 2465 0.98 - -0.34 - -0.34 | | 风格指数 (%) | | 昨日 近１个月 近６个月 | | | --- | --- | --- | --- | | 大盘指数 | 0.3 | -0.29 | 19.5 | | 中盘指数 | 0.91 | 0.82 | 27.19 | | 小盘指数 | 0.8 | -0.69 | 22.68 | | 涨幅居前 行业(%) | 昨日 | 近１个月 近６个月 | | | Status I. Any S | A BA | Free of Concession of Children | AA - 1 | | 30.51 装修装饰II 3.33 | | | --- | --- | | 能源会属 3.26 85.77 | -3.9 | | -般零售 3.22 18.79 | 8.93 | | 电视广播II 3.22 19.29 | -0.5 | | 汽车服务Ⅱ 3.14 -0.66 | | | 跌幅居前 昨日 近１个月 近６个月 行业 ...

Core Viewpoint - The current market is expected to remain volatile due to global geopolitical conflicts, the US-China technology rivalry, and uncertainties regarding overseas AI investments, leading to a cautious and neutral allocation strategy. However, there is a long-term optimistic outlook on domestic AI computing power, optical modules, 6G industry trends, domestic substitution, self-control, and military industry growth, which could catalyze market opportunities in various sectors [1]. Group 1: Space Infrastructure and Satellite Communication - The space infrastructure competition is accelerating industry development, with the US government emphasizing the importance of maintaining "space superiority" through increased R&D and private sector investment. This sector is seen as a critical area in the US-China rivalry, with the domestic satellite constellation launches and commercial space development expected to expand market size [2]. - The issuance of satellite internet licenses in China marks a significant step towards commercial operation, which is anticipated to drive the entire industry chain towards large-scale acceleration. The development of satellite internet is progressing rapidly, with regular satellite launches expected to enhance communication capacity and reduce latency [2]. Group 2: Hollow Core Fiber and AI Applications - The demand for hollow core fibers is expected to benefit from AI catalysis, as these fibers offer low latency, wide spectrum, low loss, and low nonlinearity, addressing the physical limitations of traditional fibers. The current phase is critical for the rapid iteration and evolution of hollow core fibers, which are still in the early stages of commercialization [3]. - The unique characteristics of hollow core fibers are projected to meet the growing demands of AI large model applications, highlighting their potential value in internal interconnections, metropolitan data center interconnections, and wide-area interconnections. Beneficiary companies include Yangtze Optical Fibre (601869), Hengtong Optic-Electric (600487), FiberHome Technologies (600498), and Zhongtian Technology (600522) [3]. Group 3: Investment Recommendations - Beneficiary stocks in satellite communication and satellite IoT include companies involved in chip and T/R component industries such as Chengchang Technology, Guobo Electronics, Zhenlei Technology, Shanghai Huanxun, and Xinke Mobile. The terminal antenna supply chain includes Chengchang Technology, Tongyu Communication, Guobo Electronics, and Zhaoshengwei (300782) [4]. - Key players in terminal chips and core networks include China Mobile (600941), China Unicom (600050), China Telecom (601728), Haige Communication (002465), Huali Chuantong (300045), and Zhenyou Technology. Testing instrument companies include Kunheng Shunwei and Chuangyuan Xinke [4].

Group 1: Market Overview - The Shanghai Composite Index closed at 3890 points, with a daily increase of 0.36% and a monthly change of 0.03% [1] - The Shenzhen Composite Index closed at 2465 points, with a daily increase of 0.98% and a monthly change of -0.34% [1] - Large-cap indices showed a slight increase of 0.3% yesterday, while mid-cap and small-cap indices increased by 0.91% and 0.8% respectively [1] Group 2: Industry Performance - The decoration and renovation industry saw a daily increase of 3.33%, but a decline of 7.79% over the past month, while it increased by 30.51% over the past six months [1] - The energy metals sector increased by 3.26% yesterday, with an impressive 85.77% increase over the past six months [1] - The general retail sector increased by 3.22% yesterday, with an 8.93% increase over the past month and an 18.79% increase over the past six months [1] Group 3: Notable Declines - The components sector experienced a decline of 0.74% yesterday, with a 3.46% increase over the past month and a significant 69.42% increase over the past six months [1] - The other electronics sector declined by 0.68% yesterday, with a 42.32% increase over the past six months [1] - State-owned large banks saw a decline of 0.67% yesterday, with a 7.66% increase over the past six months [1]

接续发力新能源、新能源汽车、新材料、航空航天、低空经济等重点领域，积极发展平台经济，超前谋 划量子科技、具身智能、生物制造、绿色船舶、6G等前沿赛道，推动企业发展动能持续转换。 12月22日，《人民日报》第2版刊发《做强做优做大国有企业和国有资本（权威访谈·学习贯彻党的二十 届四中全会精神）——访国务院国资委党委书记、主任张玉卓》。 张玉卓表示，抓好新兴产业和未来产业培育。深入实施焕新、启航行动，突出工程和场景牵引，找准未 来5年体量足够大、增速足够快、前景足够好的新赛道，坚持"梯次培育、分类施策"，接续发力新能 源、新能源汽车、新材料、航空航天、低空经济等重点领域，积极发展平台经济，超前谋划量子科技、 具身智能、生物制造、绿色船舶、6G等前沿赛道，推动企业发展动能持续转换。 以下为原文： 做强做优做大国有企业和国有资本（权威访谈·学习贯彻党的二十届四中全会精神） ——访国务院国资委党委书记、主任张玉卓 习近平总书记强调："国有企业是我们党执政兴国的重要支柱和依靠力量"。党的二十届四中全会审议通 过的"十五五"规划建议强调，"深化国资国企改革，做强做优做大国有企业和国有资本"。为深入学习贯 彻党的二十届四中全 ...

Market News - The State-owned Assets Supervision and Administration Commission of the State Council issued the "Implementation Measures for Accountability for Violations in Investment Operations of Central Enterprises," specifying 98 accountability scenarios across 13 areas, effective from January 1, 2026 [2] - The People's Bank of China will issue 40 billion yuan of central bank bills in Hong Kong on December 22, with a maturity of 6 months [3] - The National Development and Reform Commission and other agencies introduced new pricing rules for internet platforms, effective April 10, 2026, prohibiting unreasonable restrictions on pricing behavior by platform operators [4] Sector Matters - The 27th Harbin Ice and Snow World opened on December 17, featuring an area of 1.2 million square meters and using 400,000 cubic meters of ice and snow, the largest scale in history [6] - China is actively promoting 6G innovation, with commercial applications expected to start around 2030 and large-scale deployment by 2035, potentially creating a trillion-yuan market [7] Company News - Sunac China announced that its debt restructuring is expected to take effect around December 23, resulting in the full release and exemption of approximately 9.6 billion USD in existing debt [8] - Xpeng Motors plans to launch mass-produced vehicles with L4-level autonomous driving capabilities in 2026 [9] - Moer Technology unveiled its new GPU architecture "Huagang" and two chips at the MUSA Developer Conference, with significant improvements in computing power and energy efficiency [9] - Huawei will hold a product launch event for the nova 15 series on December 22, featuring models equipped with Kirin 8 and Kirin 9 series chips [9] Lock-up Shares - A total of 48 companies will have lock-up shares released from December 22 to December 26, amounting to 20.985 billion shares, with a total market value of 188.011 billion yuan based on the closing price on December 19 [12] - December 22 is a peak day for lock-up releases, with 21 companies releasing shares worth a total of 87.69 billion yuan, accounting for 46.64% of the week's total [12][15] New Stock Calendar - Two new stocks will be issued this week (December 22-26), with a total of approximately 5.60493 million shares expected to raise 2.295 billion yuan [17] Institutional Outlook - Debon Securities forecasts a potential spring market rally in 2026, driven by multiple narratives including strong national narratives and the "deposit migration" theme, with a focus on hard technology sectors like AI and computing power [20] - Shenwan Hongyuan notes that while the spring market may face upward resistance, non-main battlefield sectors could see significant activity [21] - Everbright Securities anticipates continued policy support and capital inflows, leading to a potential upward trend in the market, with a focus on growth and consumer sectors [22]