雷电微力（301050.SZ）1月5日在投资者互动平台表示，公司产品主要服务于专用市场领域客户。公司 自主研发的星间链路毫米波微系统在2018年已量产成功配套于北斗导航卫星，并促进卫星组网。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司现在与国内几家民营商业航天企业有合作吗？ 公 司TR组件和阵列天线是否已供货北斗系列卫星？ ...

Group 1 - The commercial aerospace sector continues to gain momentum as the year-end approaches, with satellite internet, commercial aerospace, Beidou navigation, and military-civilian integration concepts showing significant gains, including a 3.41% increase in the satellite ETF (563230) [1] - The successful launch of the Practice-29 satellite A and B using the Long March 7 carrier rocket from the Wenchang Space Launch Site marks a significant achievement, focusing on new technology verification for space target detection [1] - The State-owned Assets Supervision and Administration Commission (SASAC) announced plans to intensify the development of emerging and future industries, particularly in aerospace and low-altitude economy sectors, as part of its revitalization and launch initiatives [1] Group 2 - The satellite ETF (563230) closely tracks the satellite industry index, which encompasses various sectors including integrated circuit design, communication systems and terminal equipment, defense equipment, aerospace, general software development, and electronic components and automation machinery, indicating a high investment efficiency and purity in the satellite industry chain [1]

今年以来航天智装已经4次登上龙虎榜，最近一次登上龙虎榜为11月12日，当日龙虎榜净买入2.02亿 元；买入总计4.36亿元 ，占总成交额比20.47%；卖出总计2.34亿元 ，占总成交额比10.99%。 资料显示，北京航天神舟智能装备科技股份有限公司位于北京市海淀区中关村南三街16号院1号楼2层， 成立日期2007年9月4日，上市日期2015年5月15日，公司主营业务涉及铁路车辆运行安全检测及检修系 统、智能测试仿真系统和微系统与控制部组件、核工业及特殊环境自动化装备。主营业务收入构成为： 核工业及特殊环境智能装备系统51.56%，智能测试仿真系统和微系统与控制部组件30.33%，铁路车辆 运行安全检测及检修系统22.84%。 航天智装所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：卫星互联网、北 斗导航、MCU概念、商业航天（航天航空）、机器人概念等。 截至9月30日，航天智装股东户数4.04万，较上期增加5.99%；人均流通股17525股，较上期减少5.65%。 2025年1月-9月，航天智装实现营业收入6.96亿元，同比减少2.62%；归母净利润-1.58亿元，同比减少 674.0 ...

Core Viewpoint - Huali Chuangtong's stock price has shown significant growth, with a year-to-date increase of 38.25% and a recent surge of 12.99% over the last five trading days, indicating strong market performance and investor interest [1][2]. Financial Performance - For the period from January to September 2025, Huali Chuangtong achieved a revenue of 564 million yuan, representing a year-on-year growth of 26.32%. The net profit attributable to shareholders was 9.39 million yuan, reflecting a substantial increase of 132.60% [2]. - The company has cumulatively distributed 97.81 million yuan in dividends since its A-share listing, with no dividends paid in the last three years [3]. Stock Market Activity - As of December 31, Huali Chuangtong's stock was trading at 28.88 yuan per share, with a market capitalization of 19.138 billion yuan. The trading volume was 305 million yuan, with a turnover rate of 2.09% [1]. - The stock has seen a net outflow of 1.4629 million yuan from major funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of December 19, the number of shareholders for Huali Chuangtong was 97,400, a decrease of 1.11% from the previous period. The average number of circulating shares per shareholder increased by 1.12% to 5,302 shares [2]. - The top ten circulating shareholders include various ETFs, with notable reductions in holdings for several funds, indicating potential shifts in institutional investment [3].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China has issued the "Manufacturing Industry Pilot Standard System Construction Guide (2025 Edition)" to accelerate the efficient transformation and application of major technological achievements, emphasizing the establishment of pilot verification and testing platforms [1][3]. Group 1: Standard System Construction - The guide aims to revise and establish over 50 standards by 2027 and 100 standards by 2030, creating an advanced manufacturing pilot standard system that includes basic general, key technology, and industry application standards [1][11]. - The manufacturing pilot is a transitional test that connects the technology chain, innovation chain, and industry chain, facilitating the flow of technological innovation to market application [7][1]. Group 2: Structure of the Standard System - The manufacturing pilot standard system consists of three parts: basic general standards, key technology standards, and industry application standards [2][13]. - Basic general standards provide the foundational support for the pilot system, while key technology standards define requirements for equipment, materials, platforms, validation, and outcome evaluation [2][13]. Group 3: Industry Application Focus - The guide emphasizes the need for industry-specific and actionable pilot standards, particularly in emerging and future industries such as brain-computer interfaces, the metaverse, artificial intelligence, quantum technology, and clean hydrogen [2][3]. - The industry application standards ensure that pilot activities are conducted scientifically within specific industries, covering sectors like raw materials, equipment manufacturing, consumer goods, and information technology [2][13]. Group 4: Development Status and Future Goals - China has established over 2,400 pilot platforms, with 241 selected as key cultivation platforms by MIIT, which have undertaken 25,000 pilot service projects [3][4]. - By the end of 2027, the goal is to further strengthen high-level pilot platforms and establish a modern pilot platform system with a nationwide service network [3][4].

机构持仓方面，截止2025年9月30日，海格通信十大流通股东中，富国中证军工龙头ETF（512710）位 居第三大流通股东，持股4483.56万股，相比上期增加668.06万股。香港中央结算有限公司位居第四大流 通股东，持股4417.55万股，相比上期增加942.19万股。南方中证500ETF（510500）位居第六大流通股 东，持股2891.48万股，相比上期减少53.10万股。国泰中证军工ETF（512660）位居第七大流通股东， 持股1931.17万股，相比上期减少372.88万股。国防ETF（512670）位居第九大流通股东，持股1527.30 万股，相比上期增加180.84万股。南方军工改革灵活配置混合A（004224）退出十大流通股东之列。 资料显示，广州海格通信集团股份有限公司位于广东省广州市高新技术产业开发区科学城海云路88号， 成立日期2000年7月20日，上市日期2010年8月31日，公司主营业务涉及军事通信设备和导航设备的研 发、生产和销售。主营业务收入构成为：数智生态48.53%，无线通信30.93%，北斗导航12.57%，航空 航天6.28%，其他(补充)1.69%。 海格通信所属申 ...

12月30日，盛路通信盘中上涨2.06%，截至10:52，报10.38元/股，成交5.85亿元，换手率6.75%，总市值 95.02亿元。 盛路通信所属申万行业为：国防军工-军工电子Ⅱ-军工电子Ⅲ。所属概念板块包括：6G概念、军工电 子、北斗导航、卫星互联网、军民融合等。 资金流向方面，主力资金净流入2337.41万元，特大单买入2986.81万元，占比5.10%，卖出3091.75万 元，占比5.28%；大单买入1.57亿元，占比26.92%，卖出1.33亿元，占比22.74%。 盛路通信今年以来股价涨58.47%，近5个交易日涨9.61%，近20日涨16.24%，近60日涨24.61%。 资料显示，广东盛路通信科技股份有限公司位于广东省佛山市三水区西南工业园进业二路四号，成立日 期1998年12月23日，上市日期2010年7月13日，公司主营业务涉及通信天线及射频产品的研发、生产和 销售,军工电子。主营业务收入构成为：微波电子46.77%，基站天线26.82%，微波通信器件13.30%，终 端天线10.33%，射频器件与设备2.78%。 分红方面，盛路通信A股上市后累计派现1.09亿元。近三年，累计派现0 ...

Core Viewpoint - Jiarun Technology's stock price has shown significant growth this year, with a year-to-date increase of 144.51%, indicating strong market performance and investor interest [1][2]. Group 1: Stock Performance - As of December 30, Jiarun Technology's stock price reached 53.46 CNY per share, with a trading volume of 4.69 billion CNY and a turnover rate of 11.25%, resulting in a total market capitalization of 69.05 billion CNY [1]. - The stock has experienced a 13.65% increase over the past five trading days, a 5.22% increase over the past 20 days, and a 43.67% increase over the past 60 days [1]. - The company has appeared on the "Dragon and Tiger List" 12 times this year, with the most recent appearance on December 29, where it recorded a net buy of -1.08 billion CNY [1]. Group 2: Company Overview - Jiarun Technology, established on August 30, 1994, and listed on January 17, 2022, specializes in building intelligent information systems for various sectors, including construction, transportation, public safety, and healthcare [2]. - The company's revenue composition includes 66.14% from integrated information solutions, 31.39% from network information security products, 1.83% from technical services, and 0.63% from other sources [2]. - Jiarun Technology is classified under the computer industry, specifically in computer equipment and security devices, and is associated with concepts such as Beidou Navigation and military-civilian integration [2]. Group 3: Financial Performance - For the period from January to September 2025, Jiarun Technology reported a revenue of 203 million CNY, reflecting a year-on-year growth of 4.22%, while the net profit attributable to shareholders was -9.57 million CNY, showing a significant increase of 46.43% compared to the previous year [2]. - The company has distributed a total of 52.59 million CNY in dividends since its A-share listing, with 15.68 million CNY distributed over the past three years [3]. - As of September 30, 2025, the number of shareholders increased by 26.00% to 17,400, while the average number of tradable shares per person decreased by 20.64% to 4,568 shares [2][3].

12月30日，三维通信盘中上涨2.12%，截至10:24，报12.51元/股，成交5.14亿元，换手率5.56%，总市值 101.46亿元。 资金流向方面，主力资金净流入1452.20万元，特大单买入2195.54万元，占比4.28%，卖出1330.30万 元，占比2.59%；大单买入1.11亿元，占比21.56%，卖出1.05亿元，占比20.42%。 三维通信今年以来股价涨88.12%，近5个交易日涨16.05%，近20日涨13.73%，近60日涨16.16%。 今年以来三维通信已经23次登上龙虎榜，最近一次登上龙虎榜为12月23日，当日龙虎榜净买入-5409.68 万元；买入总计1.93亿元 ，占总成交额比9.95%；卖出总计2.47亿元 ，占总成交额比12.73%。 资料显示，三维通信股份有限公司位于浙江省杭州市滨江区火炬大道581号，成立日期1993年5月13日， 上市日期2007年2月15日，公司主营业务涉及电信设备制造及互联网广告传媒业务。主营业务收入构成 为：互联网营销业务90.27%，网优覆盖业务4.81%，卫星通信业务2.12%，通信设施运营业务1.96%，其 他(补充)0.84%。 分红方 ...

该项目聚焦国家低空经济发展战略，着力解决复杂电磁环境下低空飞行器导航易受干扰、精度不足等关 键技术难题，由安徽省通航控股集团联合中国科学院相关院所、安徽大学、宇疆科技公司等科研与产业 单位共同攻关，集聚北斗导航、抗干扰算法、智能感知及低空运行管理等跨领域技术资源。项目经安徽 省科技创新攻坚计划工作专班办公室组织专家评审、科研诚信审查和涉企核查，并经专班会议审议，完 成社会公示程序。落地后，该项目有望提升安徽省在低空智能导航技术领域的自主可控水平与产业竞争 力，为打造全国低空经济创新发展示范区提供关键技术保障。 《中国民航报》、中国民航网 记者胡夕姮 报道：日前，由安徽省通航控股集团牵头申报的"面向低空飞 行的北斗抗干扰高精度智能导航系统研发与应用"项目，成功入选2025年度安徽省级科技创新攻坚计 划。该项目旨在研发具备强抗干扰、厘米级高精度、高可靠性的智能导航系统，为无人机物流、应急救 援、城市空中交通等低空应用场景提供核心导航支撑。 下一步，项目团队将按要求加快组建联合实验室，系统推进关键技术攻关与示范应用，力争在2027年前 形成具有自主知识产权、可复制推广的技术体系与应用模式，为安徽乃至全国低空经济高质 ...