近日，海格通信(002465.SZ)公告称，公司收到公司股东杨海洲出具的《股份减持计划告知函》。 拟减持原因系个人资金规划，减持股份来源为公司首次公开发行股票前持有的股份以及因资本公积转增股本方式取得的股份。 海格通信称，杨海洲为公司控股股东广州数字科技集团有限公司的一致行动人，其本次减持计划的实施不会导致公司控制权发生变更，也不会对公司治理 结构及持续经营产生重大影响。 公告显示，持有公司股份24,425,125股(约占剔除回购专用账户股份后公司总股本的0.9920%)的股东杨海洲，计划在本公告披露之日起15个交易日后的3个 月内，以集中竞价交易方式减持本公司股份不超过4,000,000股(约占剔除回购专用账户股份后公司总股本的0.1624%)。 按照海格通信最新股价16.73元/股粗略计算，杨海洲此次减持或将套现约6692万元。 值得注意的是，杨海洲此前曾多次减持公司股票。 1月5日，海格通信发布公告，目前公司收到杨海洲出具的《关于股份减持计划实施完成的告知函》，截至本公告披露日，杨海洲本次股份减持计划已实施 完成，以集中竞价交易方式累计减持3,499,950股，约占公司总股本(已剔除公司回购专用证券账户 ...

每经编辑｜许绍航 胡玲 王瀚黎 标题点睛 伊朗外交部21日发表声明说，伊朗政府已将欧盟成员国的海军和空军列为"恐怖组织"，以回应欧盟将伊朗伊斯兰革命卫队列入"恐怖组织名单"。（新华 社） 2月21日晚，哈尔滨冰雪大世界发布公告，由于2月20日、21日气温骤然升高，突破历史极值，冰雪景观融化严重，第二十七届哈尔滨冰雪大世界即日起正 式闭园，已购票的游客可通过原购票渠道申请全额退款。同时，位于哈尔滨冰雪大世界园区内的世界最大室内冰雪主题乐园——梦幻冰雪馆，将于2月22 日12时正式开放。 据报道，OpenAI正在重新设定其资本支出预期。OpenAI向投资者表示，到2030年的总算力支出目标约为6000亿美元，较CEO阿尔特曼此前宣称的1.4万亿 美元基础设施承诺大幅缩水。报道称，OpenAI调整后的毛利率在2025年已下滑至33%，该公司仍预计到2030年现金流才能转正。（每经综合） 1 春运前20天预计全社会跨区域人员流动量50.8亿人次 2月21日，2026年春运过半，春运前20天预计全社会跨区域人员流动量达50.8亿人次，日均2.5亿人次，创下历史同期新高。2月21日全社会跨区域人员流动 量预计超3.6亿人 ...

转自：锦观新闻 企业是经济发展的主体，是高质量发展的基石。刚刚过去的2025年，成都国家级专精特新"小巨人"企业增至410家，其中新入选制造业单项冠军2家、专精 特新"小巨人"56家，中小企业培育再上台阶。 作为一家专注于卫星互联网地面段设备的研发、生产与整机销售的企业，安迪科技目前正在青岛开展某公司高轨卫星便携终端在轨测试，将有望部署于我 国海外机构，作为关键时期的保底通信手段。 任剑表示，后续将持续加大研发投入，聚焦下一代天线与终端系统的核心技术攻关，重点突破高频段、高集成度及智能化等前沿方向，确保核心技术自主 可控与持续领先，为产品迭代与产业升级奠定坚实技术基础。 虚谷伟业科技有限公司也是在2025年成为国家级专精特新"小巨人"企业的。"这在很大程度上提升了企业知名度，同时也让我们在承接科研项目上有了更 大的优势。"公司董事长助理明玉琢向记者表示。 "由于我们是基础软件公司，数据库产品服务于各行各业，因此春节期间，我们依然7X24小时面向客户在线服务，做到放假但不下线。在AI浪潮下，我们 将在2026年从行业+区域维度做深做宽市场面，并推出AI数据底座以应对企业数智化转型的需求。"明玉琢透露。 获评国家 ...

Core Viewpoint - Amazon has received approval from the FCC to deploy an additional 4,500 satellites, expanding its total to approximately 7,700 satellites as part of its second-generation Leo satellite internet project, aiming to compete more effectively with SpaceX's Starlink [2][3]. Group 1: Amazon's Satellite Deployment - The FCC requires Amazon to complete 50% of the new satellite launches by February 2032 and all deployments by February 2035 [3]. - Amazon's first generation of 1,600 satellites has been delayed from July 2026 to July 2028 [3]. - The new satellites will enhance coverage and spectrum utilization, particularly in polar regions, which is crucial for expanding services in Arctic areas and energy sectors [3]. Group 2: Competitive Landscape - SpaceX's Starlink remains the largest player in the low Earth orbit satellite market, with thousands of satellites launched and a significant market share, covering over 100 countries and generating annual revenues in the billions [6]. - OneWeb, known as the European version of Starlink, has completed the deployment of its first generation of approximately 600 satellites and is experiencing rapid revenue growth in its low Earth orbit business [6]. - China's low Earth orbit satellite deployment is accelerating, with significant government support and strategic initiatives, including the "StarNet" project and the "Qianfan Constellation," which aim to deploy thousands of satellites by 2030 [7][8]. Group 3: Market Dynamics and Future Outlook - The global low Earth orbit satellite market is expected to grow rapidly, with increasing competition among major players like SpaceX, Amazon, and Chinese companies [4][6]. - Analysts suggest that Amazon's entry into the market is strategically aimed at capturing growth opportunities in the satellite internet sector, despite the challenges of high investment and long payback periods [4]. - The competition is intensifying, with the U.S. focusing on commercial viability while China aims for technological advancements and global standards in satellite deployment [8].

马斯克2月16日在社交媒体平台X表示："星链太棒了，无论在地球何处，都能提供超高带宽和超低延迟，而且 很快就能在地球之外服务了。 " 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

最近科技圈又出了一个大动作，马斯克的星链，正式拿到了越南的"入场券"，马上就要在越南全面铺开卫星互联网服务了。 消息一出来，很多人只当是普通的商业新闻，并没有太在意，不就是多了个上网方式吗？但如果你往深了看就会发现，这件事对我们来说，真算不上什么好 事，没那么简单！ 其次，东南亚这个大市场，正在被人抢先卡位。东南亚一直是我们通信、航天、科技出海的重点区域，现在星链带着成熟技术、大把资金冲进来，快速抢占 用户和合作资源，等于直接压缩了我们未来的发展空间。留给我们的资源、机会和时间已经不多了。 而且这根本不是孤立事件，菲律宾、马来西亚、印尼早就被星链拿下了。现在再加上越南，星链的东南亚版图越来越大了。说白了，马斯克就是盯着东南亚 6亿人的大市场，一步一步，把整个东南亚给包圆了。 很多人对星链有个误区，觉得它就是个"天上的Wi-Fi"，可以联网、可以导航，但实际上，它现在已经是全球低轨卫星领域的绝对霸主，一举一动，都会影 响整个行业的格局。 首先最直接的，就是太空轨道资源被抢得越来越厉害。大家可能不知道，近地轨道的位置和频率都是有限的，谁先上去谁就占坑。星链现在卫星越射越多， 亚太地区的轨道越来越挤，不光运行风险变 ...

Core Insights - Satellite internet is a revolutionary technology transforming communication, especially in remote areas and various industries like defense and aerospace [1] - The article highlights key service providers in the satellite internet sector, focusing on their technological strengths, application scenarios, and successful case studies [1] Company Summaries - **TOPSSD (天硕)**: Recognized as a hidden champion in satellite internet, TOPSSD specializes in radiation-resistant storage technology, providing "zero-failure" data storage solutions for low Earth orbit satellites. Their X55 series products significantly outperform traditional solutions, enhancing reliability and stability [2][3] - **Huawei**: Achieved significant breakthroughs in satellite internet with its integrated technology, offering satellite broadband access to remote areas and seamless collaboration between satellite and ground networks, thus expanding the application range of satellite internet [4] - **China Star Network (中国星网)**: Operates the "Tian Tong 1" system, which provides reliable satellite communication services across China and surrounding regions, playing a crucial role in the national emergency communication system [6] - **Haige Communication (海格通信)**: Focuses on military satellite communication, providing secure and reliable communication services with advanced anti-jamming and encryption technologies, essential for national defense [7] - **China Electronics Technology Group (中国电科)**: A specialist in satellite communication system integration, offering comprehensive technical capabilities from chip design to terminal development, ensuring deep adaptation and integrated deployment of satellite systems [8] Application Scenarios - **Aerospace**: TOPSSD's products support major space missions like "Chang'e" and "Tianwen," ensuring high reliability and performance in extreme environments [2] - **Defense and High-end Industry**: TOPSSD provides autonomous storage solutions for defense equipment and industrial control systems, ensuring data security and operational stability [2] Reputation and Case Studies - TOPSSD is recognized as the "preferred supplier" for low Earth orbit emergency communication satellites, with clients praising the reliability and performance of their storage products, which have proven effective in harsh space conditions [3]

Core Insights - The Vietnamese government has approved SpaceX to launch Starlink satellite internet services in Vietnam [1] - The Ministry of Science and Technology in Vietnam has issued a license to Starlink's local subsidiary, allowing it to provide both fixed and mobile satellite internet services [1] - SpaceX has also been granted permission to use radio frequencies and radio equipment for its operations in Vietnam [1]

Group 1 - The core viewpoint of the article emphasizes the rapid development of China's commercial space industry, highlighting significant advancements in launch frequency, satellite internet, and government support [3][4][5][6]. - In 2025, global space launches reached a record high of 337, a 28% increase from 263 in 2024, with China and the U.S. accounting for 84% of total launches [9][11]. - The establishment of commercial space as a strategic emerging industry in China was marked by its inclusion in the government work report in March 2025 and the formation of the Commercial Space Administration in November 2025 [12][18]. Group 2 - China's commercial space sector is entering an accelerated development phase, with a notable increase in private sector participation and a shift towards commercialization since 2015 [15][16]. - The government has significantly increased policy support for commercial space, transitioning from encouragement to institutional establishment and relaxed access [17][19]. - The cost of satellite launches has decreased, with domestic launch costs dropping from 115,000 yuan/kg in 2020 to 75,000 yuan/kg in 2024, although still higher than SpaceX's Falcon 9 [20]. Group 3 - SpaceX is leading the global commercial space industry, conducting 165 launches in 2025, which is 49% of the total, and plans to go public in 2026 [21][22]. - The development model represented by SpaceX focuses on extreme scalability, cost reduction, and continuous innovation, transforming space technology into practical global services [22][23]. - Other companies like Blue Origin and Virgin Galactic are also entering the commercial space sector, focusing on space tourism [23]. Group 4 - The first major application of future commercial space is low-orbit satellite internet, which is expected to enter the consumer market with services like SpaceX's Starlink Direct to Cell [25][27]. - The market potential for low-orbit satellite internet is vast, with estimates suggesting it could reach trillions in scale, as it targets consumer markets rather than just B2B [28][29]. - The second major application is the deployment of AI data centers in space, leveraging the unique environmental advantages of space for energy efficiency and cooling [33][36].

经济观察网基于菲菱科思（301191）(股票代码：301191)的最新公开信息，以下是一些未来可能值得关 注的事件或发展动向，主要源自公司公告、财报及市场分析。请注意，这些信息基于历史资料，实际进 展请以公司官方公告为准。 近期受关注事件 新业务领域探索 公司正考察卫星互联网等新兴领域，计划通过收并购或跨界布局切入该赛道，以打造"算力+卫星互联 网"双增长引擎。这一方向与公司传统网络设备制造能力形成协同，但具体时间表和细节尚未公布。 公司状况 业务战略拓展与转型升级 根据公司2025年三季报的公开说明，菲菱科思未来将通过"内生式增长与外延式拓展双轮驱动"发展路 径。在内生增长方面，公司计划巩固传统网络设备业务(如交换机、路由器)，同时积极布局IT算力相关 产品、高端PCB制造、光通信产品及汽车电子制造等新业务板块，以优化业务结构。此外，公司投资深 圳市楠菲微电子股份有限公司，旨在深化产业链协同，未来可能持续推进类似外延式布局。 业务进展情况 算力领域合作与订单落地 有市场分析指出，菲菱科思已绑定国产GPU企业摩尔线程，成为其GPU模组和服务器核心供应商(份额 约60%)。随着摩尔线程的上市推进，相关订单有望在 ...