证券代码：688418 证券简称：震有科技 公告编号：2025-030 项目名称：分级异构通信融合与全域指挥调度关键技术创新及行业应用 奖项名称：2023 年度深圳市科技进步奖二等奖 主要完成人：姜坤、吴闽华、卫宣安、孟庆晓、陈志芬、杨俊杰、李尧、杨 明涛 深圳震有科技股份有限公司 关于获得深圳市科技进步奖二等奖的 自愿性披露公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 深圳震有科技股份有限公司（以下简称"公司"）于近日收到了深圳市人民 政府颁发的"深圳市科技进步奖"证书（证书编号：2023-J-2-73-R），由公司独 立完成并申报的"分级异构通信融合与全域指挥调度关键技术创新及行业应用" 项目获得了 2023 年度深圳市科技进步奖二等奖。具体情况如下： 一、基本情况 项目主要介绍：本项目研发的分级异构通信融合与全域指挥调度体系综合运 用无线通信、卫星通信、融合通信、物联网等新技术，打造了"互联、物联、智 联"三维一体的应急管理信息化基础和"先进连接、全域覆盖"的应急战术互联 网，实现救援现场内外和前后方立体联通； ...

点 击 蓝 字 关 注 我 们 本文全文共 3822 字，阅读全文约需 13 分钟 目录 国内新闻 1.北京鼓励外资企业参与高级别自动驾驶示范区重点场景应用 2.长安未来5年将推出7款以上高端汽车产品 3.吉利近期将发射"千里浩瀚"等多颗卫星 4.比亚迪刀片电池和闪充刀片电池提前通过新国标检测 1.欧洲理事会批准放宽二氧化碳减排目标 2.意大利4月新车销量同比微增2.71% 3.宝马宣布三年半内全系车型采用全新设计语言 4.通用汽车将投资8.88亿美元在纽约工厂生产V8发动机 商用车 1. 福田汽车:拓展新能源重卡业务 5.五菱汽车神炼电池首批通过最新国标认证 6.广汽集团公布智能座舱的AI计算装置专利 7.奇瑞汽车公布自动跟随机器人专利 8.小马智行与迪拜道路交通管理局达成战略合作 国外新闻 2. 徐工全新一代新能源轻卡重磅发布 3. 江淮商用车发布25款战略新品 4. 奇瑞全新皮卡正式申报 国内新闻 1 北京鼓励外资企业参与高级别自动驾驶示范区重点场景应用 时间:2025.5.28 来源:易车原创报道 作者:许振宇YC 日前，北京市经济和信息化局发布《北京市促进高精尖产业高水平对外开放行动方案（2025年 ...

Core Insights - The article emphasizes the importance of strategic planning in both warfare and investment, highlighting that a well-thought-out strategy is crucial for success in volatile markets [1] - It introduces six common ETF investment strategies, aiming to help investors find suitable approaches for their investment goals [1] Long-term Strategies - **Dollar-Cost Averaging (DCA)**: This strategy involves investing a fixed amount at regular intervals, which helps to lower the average cost per share over time, especially during market downturns [1][3] - **Grid Trading Strategy**: This method utilizes market price fluctuations by setting predefined buy and sell price points, allowing investors to buy low and sell high [4][6] - **Pyramid Strategy**: This involves adjusting investment amounts based on price movements, buying more when prices are low and less when prices are high, requiring accurate market judgment [10][11] Short-term Strategies - **Core-Satellite Strategy**: This approach divides investments into a core position, typically in broad market ETFs, and satellite positions in sector-specific ETFs to capture excess returns [11] - **Swing Trading Strategy**: This strategy focuses on capitalizing on short-term market fluctuations, suitable for experienced investors who can quickly adapt to market changes [12] - **Sector Rotation Strategy**: This involves switching investments between different sectors based on market signals, aiming to maximize returns while minimizing systemic risks [13] Conclusion - The article concludes that there are various ETF investment strategies, and no single strategy is superior. Investors should analyze their goals, risk tolerance, and market conditions to develop a flexible investment approach [13]

Core Insights - SpaceX CEO Elon Musk is in a competitive dispute with Apple over satellite connectivity features for the iPhone 14 [1][3] - Musk proposed a $5 billion upfront payment and an 18-month exclusive partnership for SpaceX to provide satellite services, followed by annual payments of $1 billion [1] - Apple ultimately rejected Musk's proposal, leading to further tensions between the two companies [3] Group 1: Competitive Dynamics - Musk threatened to announce a competing satellite feature for the iPhone if Apple did not agree to the partnership within 72 hours [3] - SpaceX filed a lawsuit against Globalstar, questioning its spectrum resource allocation, which could significantly impact Apple's satellite service [3] - SpaceX opposed Globalstar's application to launch new satellites in 2023, accusing it of not effectively utilizing existing resources [3] Group 2: Tensions and Strategic Moves - The ongoing friction over satellite functionality has intensified the relationship strain between Apple and Musk, who have previously disagreed over App Store revenue sharing [4] - Musk has considered developing a Tesla phone that would integrate Starlink services to bypass Apple's control over the smartphone market [4] - Recent disagreements arose over the promotion of satellite messaging services, with Musk wanting broader support for more iPhone models, while Apple limited it to the iPhone 14 and newer [3]

盘前要闻 类型：公司 情绪影响：正面 隔夜美股特斯拉股价涨近7%，刷新了2月份以来的最高水平，较4月份的低位累计反弹近70%。消息面 上，马斯克发帖称，他已经回到了"一周七天、每天24小时"都在工作，或在会议室、服务器、工厂房间 里睡觉的状态。 1、三部门：加快先进计算、人工智能等在电子信息制造业中的规模化应用 类型：行业 情绪影响：正面 工信部等三部门印发《电子信息制造业数字化转型实施方案》，其中提出，到2027年规模以上电子信息 制造业企业关键工序数控化率超过85%。加强新型信息基础设施建设，加快先进计算、5G-A、千兆光 网、工业互联网、人工智能在电子信息制造业中的规模化应用。 2、马斯克宣布回归"全职打工人"身份，特斯拉股价应声暴涨近7% 3、一季度营收1113亿元、净利润107亿元!小米收入、盈利均创历史新高 类型：公司 情绪影响：正面 2025年一季度，小米集团实现营业收入为1113亿元，同比增长47.4%；经调整净利润为107亿元，同比 增长64.5%。分业务来看，手机×AIoT分部实现营业收入927亿元，同比增长22.8%，智能电动汽车及AI 等创新业务分部实现营业收入186亿元，交付新车75 ...

卫星导航概念股拉升，中国长城（000066）涨停，四创电子（600990）、烽火电子（000561）此前涨 停，航天智装（300455）涨逾10%，中国卫星（600118）、海格通信（002465）、合众思壮（002383） 等跟涨。 "聪明钱"流向曝光！暗盘资金破解主力操盘密码>> ...

Core Viewpoint - The meeting between the Vice Minister of the Ministry of Industry and Information Technology of China and the Deputy Minister of Communications of Malaysia focused on enhancing cooperation in 5G, artificial intelligence, and satellite communication, emphasizing the importance of sharing experiences and promoting digital transformation in both countries [1] Group 1 - The Chinese side expressed willingness to collaborate with Malaysia to implement the important consensus reached by the leaders of both countries [1] - The discussion highlighted the commitment to an open and shared approach in advancing 5G development and satellite communication services in Malaysia [1] - Malaysia's Deputy Minister emphasized the country's high regard for cooperation with China and the desire to strengthen exchanges in 5G and artificial intelligence [1]

Market News - International oil prices showed slight fluctuations, with WTI crude oil remaining flat at $61.53 per barrel and Brent crude oil rising by 0.05% to $64.81 per barrel [1] - International gold prices decreased slightly, with spot gold falling by 0.46% to $342.21 per ounce and COMEX gold futures dropping by 0.7% to $342.20 per ounce [1] - COMEX silver futures increased by 0.11% to $33.645 per ounce [1] - European stock markets closed mostly higher, with Germany's DAX index rising by 1.68% to 24027.65 points and France's CAC40 index increasing by 1.21% to 7828.13 points [1] Industry Insights - Figure, a humanoid robot company, announced that its F.03 model has officially started walking, with CEO Brett Adcock emphasizing the advanced hardware [2] - Figure is actively recruiting hundreds of positions, including multiple AI engineers, and aims to deploy autonomous humanoid robots by 2025, which is expected to significantly advance the fields of AI, autonomy, and integrated technology [2] - The humanoid robot industry is experiencing dual catalysts of technological validation and commercialization, with a projected market size for embodied intelligence expected to exceed $1 trillion by 2026 [2] - The cloud service providers (CSPs) in North America are increasing AI investments, which is anticipated to drive significant growth in enterprise SSD demand by Q3 2025, with a potential price increase of 10% due to tight supply [3] - Major NAND Flash manufacturers have initiated production cuts of 10%-15%, leading to an expected price increase for DDR4 products [3] - The satellite communication sector is advancing with the approval of the "5G Satellite Radio Interface Technical Specification," which aims to enhance the integration of satellite and terrestrial communication systems [5] - The 5G NTN technology is expected to enable direct satellite connections for mobile devices, meeting the demands for high-precision positioning in autonomous driving applications [6] - The satellite internet market is projected to experience explosive growth in the next five years, with multiple trillion-dollar application scenarios expected to emerge [6]

Group 1: Flash Memory Market - TrendForce predicts a 10% quarter-on-quarter increase in NAND flash prices by Q3 2025, driven by AI demand and enterprise SSD growth [1] - Major NAND flash manufacturers, including Samsung and SK Hynix, have reduced production by 10%-15% in Q2 2023 to address oversupply [1] - The storage price trend shows a rebound in Q2 2023, with DRAM and NAND flash contract prices expected to rise by 3%-8% [1] Group 2: Star Flash Technology - Huawei's WATCH5 series will be the world's first smartwatch to support Star Flash technology, which is expected to disrupt the short-range wireless communication market [2] - Star Flash technology is projected to reach a global market size of over $6 billion by 2025, with a compound annual growth rate of 117.2% [2] Group 3: Nuclear Power Industry - The U.S. government plans to construct 10 large nuclear power plants by 2030 and quadruple nuclear power capacity by 2050, aiming to reform the nuclear energy sector [3] - Domestic projects related to nuclear fusion are accelerating, with significant achievements in high-temperature plasma research [3] Group 4: AI Computing Power - Huawei has launched the Ascend Super Node technology, which is the largest scale interconnection in the industry, enhancing AI computing capabilities [4] - The demand for computing power in North America is creating growth opportunities for the AI industry and related supply chains [4] Group 5: Humanoid Robots - The first global competition featuring humanoid robots took place in Hangzhou, marking a significant milestone for the robotics industry [5] - The humanoid robot sector is expected to accelerate development, with increased policy support and market participation from various industry players [5] Group 6: 5G Satellite Communication - The International Telecommunication Union has approved a detailed specification for 5G satellite radio interfaces, enhancing the integration of satellite and terrestrial communication systems [6] - The development of 5G non-terrestrial networks (NTN) is expected to enable seamless global coverage and low-latency communication [6]

Core Insights - Yida Capital has led a Pre-A round investment in Starry Light Technology, which will primarily be used to accelerate product mass production, technology iteration, team building, and market expansion [1] Company Overview - Starry Light Technology was established in Suzhou at the end of 2022, with a core founding team from prestigious institutions such as Cambridge University, Peking University, Harbin Institute of Technology, and the Chinese Academy of Sciences [1] - The team has proposed an innovative all-solid-state solution based on laser wavefront modulation, achieving stable and rapid link establishment technology [1] Industry Trends - The demand for low Earth orbit satellite internet is surging, with global satellite constellations like SpaceX's Starlink and China's StarNet accelerating deployment, expected to exceed 100,000 satellites in orbit by 2030 [2] - Inter-satellite laser communication is becoming a critical technology for massive data transmission due to its high bandwidth (Tbps level) and low latency (nanosecond level) [2] - The Chinese StarNet plan is projected to generate over 5 billion yuan in the laser payload market within the next five years [2] Technological Challenges - Satellite laser communication terminals face significant technical barriers, including the need for precise beam alignment (1 micro-radian) due to the complex space environment and high-speed satellite movement [3] - The high cost of communication payloads and reliance on imported key components limit large-scale applications, with domestic production rates below 30% [3] Starry Light Technology Innovations - Starry Light Technology's laser wavefront modulation technology improves link establishment efficiency and stability, moving away from traditional mechanical scanning methods [3][4] - The company has developed a Tbps-level all-optical switching module that supports long-distance networking with low error rates and is compatible with multiple communication systems [4] - The terminal's weight is reduced by 50% and volume by 70% compared to mainstream products, lowering satellite payload costs by 30% [4] Future Prospects - The first terminal product from Starry Light Technology has completed ground verification tests and is set for orbital validation in the second half of 2025, laying the foundation for 6G integrated communication [5] - The investment from Yida Capital reflects the booming market for satellite laser communication, with expectations for Starry Light Technology to become a significant player in the global communication sector [5]