张凯总是我们军工组的资深分析师有七年多的相关产业经验在卫星互联网领域是有很深刻的见解的话不多说我们接下来把时间交给两位专家有请刘总先给大家讲讲 好的好的谢谢张总那么接下来我先给大家介绍一下咱们卫星ETF这个产品的一些特征以及我们对商业航天和卫星互联网这个赛道的前进展望接下来再请张开总给大家详细介绍一下后续卫星互联网的一些进展重要催化事件以及相关的一些节奏把握 那么首先我们来看一下什么是卫星互联网其实大家简单理解的话就是说把我们地面的通信基站搬到太空当中作为一个基站的主网设备那么基于太空中的这个卫星通信作为一个主网形成的这个通信网络就可以称为卫星互联网也叫卫星通信那么我们过去其实也看到过不少的卫星比如说导航卫星、摇杆卫星那么它跟我们现在所说的通信卫星有什么区别呢其实核心两点一方面是距离地球轨道高度的一个区别 那么我们所谓的通信卫星它其实是6G的一个基础设施那么它是分布在距离地球200到2000公里的一个低轨道的距离地球距离越近那么它的一个传输延迟就越小 链路损耗越低就那个用户把它作为一个通信基础设施的时候它的一个网速或者上网体验会更好然后我们传统的一些导航卫星和摇杆卫星它是分布在高轨道的 各位投资者下午好我是国 ...

广州海格通信集团股份有限公司 投资者关系活动记录表 编号：2025-001 号 | | □特定对象调研 □分析师会议 | | --- | --- | | 投资者关系 活动类别 | □媒体采访 业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 □其他 | | 活动参与 | 于全景网公开举办的业绩说明会 | | 人员 | | | 时间 | 年 月 日 2025 4 11 15:00-17:00 | | 地点 | 广州 | | 形式 | 线上交流 | | 上市公司 | 董事长余青松先生，总经理喻斌先生，独立董事胡鹏翔先生， | | 接待人员 | 财务负责人袁万福先生，董事会秘书舒剑刚先生。 | | | 1. 请问公司在自主可控芯片方面有哪些相关产品吗？ | | | 答：公司芯片业务呈现集群化发展良好态势。在卫星通信领域， | | | 公司是国内拥有全系列天通卫星终端及芯片的主流厂家。2024 年， | | | 基于射频芯片在卫星应用领域的技术先发优势，从专用市场拓展至 | | 投资者关系 | 行业和大众消费市场，从国内客户拓展至国际客户，支持"手机直 | | 活动主要内 | 连卫星"功能的 ...

近日，紫金山实验室在江苏南京举办的2025全球6G技术和产业生态大会上，首次公开了最新构建的全 球首个6G通智感融合外场试验网。该设施围绕6G六大应用场景进行技术验证测试，在国际上率先实现 了较5G提升10倍以上的极致连接能力和高精度目标感知新能力。（央视新闻） ...

在2025年全国两会期间，6G作为未来产业之一首次被写入政府工作报告。如何抢占6G技术与产业发展 制高点？在南京举行的"2025全球6G技术与产业生态大会"上，海内外专家、龙头企业代表和相关部门 负责人展开广泛研讨。 AI为6G发展提供新动能 "6G面临一个新的机遇，就是AI的到来，AI可以给6G提供新动能。"中国工程院院士邬贺铨认为，6G在 未来诸如机器视觉、遥控、远程检修等大量的工业应用场景上，可充分证明它的有效性和经济性。 "经过多年的技术积淀与全球协作，6G与AI的结合成了极具潜力的发展方向。"科学技术部五司副司长 邱钢说，当前，全球正围绕6G技术展开攻关，在AI加速创新应用的同时，有望催生出新产业、新业 态、新模式，为未来社会的数智化发展注入强劲动能。 据介绍，我国一直高度重视信息通信前沿技术发展，目前我国在6G超大规模天线阵列、通感一体、内 生AI通信等关键技术方面均取得了重要进展。 6G科研和应用初具雏形 在大会期间举办的"6G前沿成果展"，集中展示了我国20多家相关企业、高校、科研院所在6G技术领域 的最新研发进展与场景。 记者看到，由中国电信联合北京邮电大学研发的"可视化6G卫星接入网系统级 ...

Core Insights - The article discusses the potential of 6G technology to revolutionize communication and daily life, with expectations for commercial use by 2030 and a focus on establishing global standards [1][2][3] Group 1: 6G Development and Standards - The year 2025 is highlighted as a milestone for 6G, marking the beginning of global standard formulation and the integration of AI [2][3] - The global mobile communication standards organization, 3GPP, plans to initiate 6G technology standard research in June 2023, with completion of the first version of technical specifications expected by March 2029 [2][3] - Experts emphasize the need for international collaboration to overcome challenges in standardization and industrialization due to current geopolitical tensions [3][4] Group 2: Technological Advancements and Infrastructure - 6G is expected to enhance efficiency and cost optimization in base station construction, with projections indicating a significant increase in the number of 5G base stations by the end of 2024 [5][6] - The integration of new technologies such as millimeter-wave and terahertz will be crucial for meeting the high-speed demands of 6G [7][8] - The shift towards a more collaborative infrastructure model is evident, with companies like China Unicom and China Telecom exploring shared construction and operational strategies to reduce costs [8] Group 3: Consumer Applications and Market Potential - The transition from 5G to 6G presents uncertainties in consumer applications, with a need to address the shortcomings in user experience observed with 5G [9][11] - The emergence of AI-driven devices, such as AI glasses, is anticipated to play a significant role in the success of 6G, enhancing user engagement and content generation capabilities [11][12] - 6G is expected to expand application scenarios significantly, covering a wide range of devices and use cases, including autonomous vehicles and low-altitude economic activities [12]

□ 本报记者 张宣 杨易臻 蔡姝雯 2025年作为6G发展的关键时间点，被业界认为是6G标准制定元年，全球统一标准的推进将在此期间迈 出重要步伐。4月10日，由紫金山实验室、未来移动通信论坛主办的2025全球6G技术与产业生态大会在 南京开幕，国内外高校、科研机构、行业领军企业众多专家学者"论道6G"。从实验室里的前沿突破， 到试验场上的成果验证，再到对未来商用场景的大胆畅想，事关"中国如何定义未来通信"的"6G号角"在 南京吹响。 空天海地，6G技术场景扑面而来 6G广域覆盖距离已接近100公里！看起来还很遥远的6G在本届大会已经形成了初步成果展示，聚焦人工 智能、无线通感融合等领域，紫金山实验室、鹏城实验室、东南大学等高校与科研机构，中国电信、中 国移动、中国联通、华为等国内外24家企业6G技术的最新进展与场景扑面而来。 在紫金山实验室展台，科研人员和产业从业者正围绕6G无蜂窝广域低空覆盖技术的最新成果展开热烈 交流。紫金山实验室研究员钟子果向记者介绍，目前实验室6G技术已在云南怒江森林、江苏广播电视 塔、苏州太湖等多地开展"一塔一城"模式的应用测试，针对特定区域、特定应用，搭建一套专用通信网 络。 20 ...

Core Viewpoint - The company focuses on the research, production, and sales of fiber optic gyroscope core components, particularly fiber optic rings and specialty fibers, aiming to expand its applications in military inertial navigation and other high-tech industries [6][22][41]. Company Overview - The company is recognized as a national-level specialized and innovative "little giant" enterprise, dedicated to developing and providing comprehensive solutions for fiber optic rings and specialty fibers [6][22]. - The main products include fiber optic ring devices, specialty fibers, new materials, high-end equipment, and specialty cables [7][10][13][14]. Financial Performance - For the fiscal year 2024, the company reported a net profit attributable to shareholders of approximately 17.94 million yuan, with a proposed cash dividend of 0.5 yuan per share [4][5]. Business Model - The company primarily operates through a sales model focused on fiber optic rings and specialty fibers, with orders mainly coming from military research institutions [15]. - The procurement process is structured to ensure quality and reliability, with a focus on maintaining good relationships with suppliers [16]. - The production model combines order-based and stock-based production to meet customer demands efficiently [17][18]. Industry Situation - The company operates within the manufacturing sector, specifically in the electronic device manufacturing industry, focusing on fiber optic and sensor manufacturing [21][22]. - The specialty fiber industry is characterized by high technical barriers and significant growth potential, particularly in applications such as communication, military, and medical fields [23][24][25]. - The fiber optic ring industry is experiencing rapid growth, driven by its applications in aerospace, marine monitoring, and smart grids [26][41]. Technological Development - The company emphasizes innovation and has established a comprehensive R&D system that integrates market demand with technological advancements [19][20]. - The development of specialty fibers and fiber optic rings is crucial for enhancing the performance of inertial navigation systems and other applications [35][41]. - The company is actively pursuing advancements in automation and intelligent manufacturing to improve production efficiency and product quality [33][34]. Market Trends - The demand for specialty fibers is expected to grow significantly due to the increasing applications in various industries, including telecommunications and medical devices [36][37]. - The fiber optic gyroscope market is shifting towards smaller, more precise, and cost-effective solutions, which will drive further innovation in fiber optic ring technology [41][42].

以下文章来源于职场Bonus ，作者文华 职场Bonus . 职场看红利，事业不焦虑。36氪职场风向报道，像投资人一样寻找未来职业机遇。 她决定回去上班，毕竟"旱涝保收"，生活作息也能被校对回"正轨"。 在求职平台投了100来封简历，曾经吃香的电商运营背景，现在居然鲜有问津。 米蓝找工作大半年了。 两年前，她从某电商大厂离职，做起了小红书博主，勤勤恳恳积累到3万粉丝。 自媒体生活表面光鲜，背地里是无可抑制的焦虑：捉摸不透的平台规则，起起伏伏的流量以及按百计 算的变现。 压抑的工作环境，"一人顶N人"的工作强度，以及随时会落下的裁员之剑，都在煎熬着她。 "可能，好工作和好男人一样，都不在市面上流通" 。 米蓝不得不放下脸面，转而找曾经的大厂前同事们，寻求内推。但热情的应答后，总是不了了之。 "可能是gap太久了"，也可能是"快30岁了"，米蓝猜测，"公司肯定选择更年轻的，还不用承担婚育成 本"。 幸亏还有自媒体事业兜底，工作慢慢找吧，她也佛了。 Wendy在一家企业服务赛道的头部公司，工作一年多。 SaaS公司年年亏损，最终所在团队被裁到只剩一半人，自己则接替被裁的+1，做了「加量不加价」的 超大头兵。 能收到 ...

卫星技术的演进 即便如此， 高盛研究部认为LEO卫星非常有潜力成为主流技术，对传统电信公司带来负面和正面影响 。在早期阶段，LEO卫星将可以 增补偏远 地区的宽带 ，与农村地区的传统宽带形成竞争。从长远来看， 卫星技术可能会纳入移动网络中 ，通过卫星和电信运营商之间的合作实现通信系 统无缝连接。 卫星发射的成本 由于所处轨道高度较低，LEO卫星的覆盖范围亦较窄。此外，为了支持相当数量的人口能够同时使用LEO卫星通信， 需要更多的卫星来确保每个 用户都有足够的速度和带宽 。如果一颗卫星提供每秒960吉比特的带宽，并以大约每秒100兆比特的速度传输数据，则需要大约46万颗卫星才能覆 盖世界一半的人口。 发射的成本也可能很高 ：每公斤卫星有效载荷或将高达12,000美元。与地面传输系统相比，卫星可能有更长的延迟或通信速度的滞后。LEO 卫星的寿命较短，会产生大量的太空碎片，需要 积极的碎片管理 。 高盛大中华区科技研究主管 张博凯(Allen Chang) 近期发布研报， 预测未来五年内全球各地将发射多达70,000颗低轨道 (Low Earth Orbit, LEO) 卫星 。这些卫星通常位于距地球100-1,2 ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating an expected relative increase of over 10% in the industry index compared to the broader market within the next six months [11]. Core Insights - NVIDIA continues to lead the high-end AI chip development with the introduction of the Blackwell Ultra GPU, which features significant upgrades in HBM technology, achieving a FP4 precision computing power of 15 PetaFLOPS, a 2.5 times improvement over the previous Hopper architecture [2]. - The AI sector is entering a "big inference" era, with substantial demand for computing power. NVIDIA's CEO announced that major cloud service providers are expected to purchase 3.6 million Blackwell architecture chips by 2025, with data center spending projected to reach $1 trillion by 2028 [3]. - NVIDIA is enhancing its AI ecosystem by launching products tailored for various applications, including the Blackwell Ultra NVL72 cabinet for AI inference, which shows a 1.5 times performance improvement over its predecessor [3][4]. Summary by Sections Industry Events - The NVIDIA GTC 2025 conference was held from March 17 to 21, 2025, in San Jose, California, where CEO Jensen Huang discussed advancements in AI technology, chip product planning, and multi-domain collaborations [1]. AI Chip Development - The Blackwell Ultra GPU features advanced HBM3e memory with 288GB of VRAM, and NVIDIA has outlined a roadmap for three future GPU architectures: Rubin, Rubin Ultra, and Feynman [2]. AI Applications - NVIDIA's new products, including the Dynamo AI factory operating system, optimize the performance of AI models, achieving a 40 times performance increase over the Hopper architecture in inference tasks [3][4]. Investment Recommendations - The report suggests focusing on investment opportunities within the AI computing and application sectors, particularly in companies leading in HBM and CPO technologies, as well as domestic firms benefiting from China's new national system advantages [9].