泰伯网讯，近期，A股航天军工板块热度攀升，多家卫星相关企业借势加速资本化进程。 封面、内文图源：北斗 院 撰文 | 泰伯网 胡芷君 据中国证监会官网，5月13日，中电防务科技股份有限公司（简称"中电防务"）上市辅导备案获证监会登记，拟在A股IPO，辅导机构为中金公司。 5月9日，长沙北斗产业安全技术研究院集团股份有限公司（简称"北斗院"）也向湖南证监局提交IPO辅导备案报告，由中泰证券担任保荐机构。 | | | 公开发行辅导公示 | | 辅导对象 | 辅导机构 | 备案时间 | 辅导状态 | 派出机构 | 报告类型 | 报告标题 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 11 | 北京 | | 天津 | 深圳市邦正精密机械股份有 限公司 | 民生证券股份有限公司 | 2025-05-13 | 辅导备案 | 深圳证监局 | 辅导备案报告 | 关于深圳市邦正精 ... | | = | 河北 | II | 山西 | | | | | | | | | = | 内蒙古 | = | 辽宁 | 淄博大亚金属科技股份有限 > ...

汉鼎咨询 AI 赋能产业生态，有望打开散热管理空间 中国散热模组细分市场专题研究报告 2025 本产品保密并受到版权法保护 任何机构或者个人在未经汉鼎咨询授权的情况下不得转发或者传阅 | 报告目录. | | --- | | 图表日录 | | 第一章 研究概述 | | 第一节 研究背景. | | 第二节 研究的目的和意义 | | 第三节 研究方法 | | 第四节 名词解释 | | 第二章 行业政策 | | 第一节 行业管理体制与相关协会 | | 一、行业管理体制 | | 二、行业相关协会和组织… | | 第二节 产业技术政策环境分析 . | | 一、产业技术政策 | | 二、行业重点法规、技术标准… | | 第三章 上下游产业链分析 | | 第一节 行业产业链概况 | | 第二节 散热模组产业链具体分析 | | 、上游产业. | | 二、中游产业. | | 三、下游产业 | | 第四章 全球热管理现状与市场容量 - | | 第一节 行业发展历程及现状… | | 第二节 主流技术及其比较………………………………………………………………………………………………………………………………………………………………………… ...

Core Viewpoint - The successful communication support provided by Tai'an Unicom during the 2025 Tai'an Cultural and Tourism Industry High-Quality Development Conference highlights the company's strong network capabilities and professional service level [1][5]. Group 1: Communication Support Preparation - Tai'an Unicom prioritized the stability of the communication network during the conference and established a special support team immediately after receiving the task [3]. - The team conducted comprehensive network testing and optimization at the conference venue and surrounding areas, identifying weak signal points and potential risks [3]. Group 2: Network Optimization and Coverage - Tai'an Unicom opened three 5G base stations and deployed emergency communication vehicles to ensure full 5G coverage at key locations such as hotels and the main conference venue [3]. - The average RSRP measured -66, with peak download speeds reaching 691M and average speeds of 457M, ensuring robust communication during the event [3]. Group 3: Real-time Monitoring and Response - The support team monitored network performance in real-time, with technical personnel on-site 24/7 to analyze key data such as network traffic and signal strength [5]. - The team effectively managed multiple peak communication periods, ensuring clear voice calls and smooth data transmission without interruptions during live broadcasts and video conferences [5]. Group 4: Commitment to Development - Tai'an Unicom has consistently responded to local development needs by increasing network construction investments and enhancing communication support capabilities [5]. - The company aims to continue providing high-quality network services to support the economic and social development of Tai'an [5].

汉鼎咨询 AI 赋能产业生态，有望打开散热管理空间 中国散热模组细分市场专题研究报告 2025 本产品保密并受到版权法保护 任何机构或者个人在未经汉鼎咨询授权的情况下不得转发或者传阅 I | 报告目录. | | --- | | 图表日录 | | 第一章 研究概述 | | 第一节 研究背景. | | 第二节 研究的目的和意义 | | 第三节 研究方法 | | 第四节 名词解释 | | 第二章 行业政策 | | 第一节 行业管理体制与相关协会 | | 一、行业管理体制 | | 二、行业相关协会和组织… | | 第二节 产业技术政策环境分析 . | | 一、产业技术政策 | | 二、行业重点法规、技术标准… | | 第三章 上下游产业链分析 | | 第一节 行业产业链概况 | | 第二节 散热模组产业链具体分析 | | 、上游产业. | | 二、中游产业. | | 三、下游产业 | | 第四章 全球热管理现状与市场容量 - | | 第一节 行业发展历程及现状… | | 第二节 主流技术及其比较…………………………………………………………………………………………………………………………………………………………………… ...

Group 1 - The core viewpoint of the news is that Shicheng Investment has conducted research on Guodun Quantum, which is involved in quantum communication, computing, and measurement [1] - Guodun Quantum utilizes quantum physics principles to generate unbreakable keys for secure communication, integrating with classical information security technologies [1] - The company offers three business models: quantum secure communication infrastructure, quantum security platforms and solutions, and quantum security services [1] Group 2 - Guodun Quantum's quantum computers are primarily used for research, with clients including higher research institutions and supercomputing centers, having delivered multiple quantum computers priced from tens of millions to over a hundred million, depending on performance [1] - The company collaborates with the University of Science and Technology to promote the commercialization of quantum computing technology [1] - The quantum precision measurement business is developing well, achieving domestic substitution with last year's revenue exceeding 30 million [1] Group 3 - The quantum secure communication market is relatively mature, while quantum computing requires significant research investment, and quantum measurement has broad application prospects [1]

Core Viewpoint - The article discusses the development of Software Defined Wide Area Network (SD-WAN) by China Tower (Nanjing) Technology Innovation Center, aimed at providing intelligent solutions to network congestion issues, enhancing the efficiency and stability of data transmission [1][4]. Group 1: Project Development - The SD-WAN project is designed to create a virtual wide area network based on operator network services, allowing for intelligent routing and network visualization to avoid congestion [4][5]. - The project involves selecting access points within a specific area to build aggregation gateway points, establishing "information tunnels" between points, and using algorithms to test the quality of each tunnel in real-time [4][5]. - The project aims to connect edge computing power islands and provide computing power services externally, focusing on future network and communication research [3][5]. Group 2: Technological Integration - The team is exploring the integration of AI with SD-WAN technology to efficiently filter and process network alarm information, achieving "network autonomy" and "alarm suppression" [5][6]. - By training large models, the team aims to predict network alarm information such as link interruptions and performance thresholds, enhancing the overall network management [5][6]. Group 3: Industry Context - Nanjing is positioning itself as a leading city in the future network industry, leveraging its strong research and innovation capabilities to drive high-quality industrial development [6][7]. - The city has established significant platforms and carriers, such as the Zijin Mountain Laboratory and Jiangsu Future Network Innovation Research Institute, to accelerate the application of cutting-edge technologies in the future network field [6][7]. - Nanjing's strategy includes focusing on national strategic needs like industrial internet, quantum communication, and satellite internet, aiming to enhance innovation and industry scale [6][7].

路透社等媒体称，中国是拉丁美洲仅次于美国的第二大贸易伙伴，拉丁美洲是中国在亚洲以外最大的对外投资目的地。去年，中拉贸易总额首次 超过5000亿美元。 在12日举办的"中国-巴西商业研讨会"上，巴西总统卢拉与美团创始人、CEO王兴会面，并见证签署投资协议。美团将在未来几个月内，正式将其 旗下外卖服务Keeta引入巴西，并计划5年内在巴西投入10亿美元支持该项目发展。根据投资协议，Keeta进入巴西后，将在当地建设全国性即时配 送网络，同时，也会为当地合作伙伴提供综合服务、营销工具和数字化运营工具，支持当地餐饮商户的业务。 巴西UOL新闻网13日报道称，美团的进入将开启巴西外卖市场的新篇章，外卖行业将在经历疫情造成的衰退和客流量下降后迎来转折点。巴西食 品服务研究所称，2024年外卖用户数量下降了3%，目前行业的增长完全依赖食品价格上涨来维持。美团等巨头的到来被视为一种"颠覆性"因素， 能够重新引发竞争。有了新的理念，iFood、Rappi和99 Food等现有外卖平台将更加注重盈利能力、多样化和差异化。 此外，蜜雪冰城将在巴西投资32亿雷亚尔（约41.1亿元人民币）用于建厂、拓展门店。长城汽车、广汽集团等也计划 ...

公司研究 证 券 研 究 报 告 上海瀚讯（300762）2024 年报＆2025 年一季报点评 推荐（维持） 25Q1 业绩实现扭亏，有望受益千帆星座加速部署 事项： ❖ 2024 年公司实现营业收入 3.53 亿元（同比+12.97%），归母净利润-1.24 亿元 （同比+34.71%）。2025 年一季度公司实现营业收入 1.26 亿元（同比+84.41%）， 归母净利润 0.13 亿元（同比+231.84%）。 评论： [ReportFinancialIndex] 主要财务指标 | | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | | 营业总收入(百万) | 353 | 1,017 | 1,364 | 1,765 | | 同比增速(%) | 13.0% | 187.7% | 34.1% | 29.4% | | 归母净利润(百万) | -124 | 145 | 239 | 340 | | 同比增速(%) | 34.7% | 217.1% | 64.5% | 42.7% | | 每股盈利(元) | -0.20 | 0.23 ...

证券代码：000547 证券简称：航天发展 航天工业发展股份有限公司 2024 年度暨 2025 年第一季度业绩说明会 暨投资者网上集体接待日活动的投资者关系活动记录表 编号：20250514 | 投资者关系活动 | □特定对象调研 □分析师会议 | | --- | --- | | 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 （请用文字说明其他活动内容） | | 参与单位名称及 | 投资者网上提问 | | 人员姓名 | | | 时间 | 2025 年 5 月 14 日(周三)下午 15:30-17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 形式 | 网络远程互动 | | 上市公司接待人 | 公司董事长胡庆荣先生、独立董事叶树理先生、总会计师兼总 | | 员姓名 | 法律顾问王强先生、董事会秘书吴小兰女士等。 | | | 公司就投资者在本次业绩说明会中提出的问题进行了答复： | | | 1、航天发展近两年亏损幅度较大，2025 年 1 季度季报也很不 | | | 理想，请问贵公司 ...