据交易所数据显示， 通宇通讯近期表现活跃，晋级10天5板。该股今日于11时21分封涨停，成交额43.48 亿元，换手率32.70%，封单量7.83亿元。金融界App AI线索挖掘：公司在 商业航天领域参股卫星核心 零部件企业，下游发射任务有助于相关企业加速获取订单；卫星通信领域构建星—地—端全链条产品体 系，地面站实现小批量交付并中标新项目； 6G天线领域是全球首家实现AFU天线批量商用的企业，开 展毫米波与6G天线预研，技术居行业第一梯队； 低空经济领域推出面向5G-A的空地一体化天线。同 时，国家创业投资引导基金将对航空航天、低空经济等领域的早期项目加大投资力度，相关领域关注度 提升。 风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数 据生成，内容不构成投资建议。） ...

格隆汇12月25日丨梦网科技(002123.SZ)在投资者互动平台表示，公司暂不涉及卫星通信方面布局及技 术储备。 ...

Group 1 - The article emphasizes the importance of efficiently filtering key announcements to aid investment decisions, highlighting the service "Announcement Selection" that provides deep insights into complex terms and reveals investment opportunities [1] Group 2 - On December 22, the article noted that Tongyu Communication's satellite communication products achieved small-scale applications in low-orbit satellites, leading to a significant stock price increase of 6.31% on December 24 and reaching a historical high by December 25 [2] - The article reported that Jiufeng Energy signed an agreement with China Long March Rocket Co., resulting in a stock price surge, with a cumulative increase of nearly 15% over two trading days [2] - The article mentioned Taiji Co., which saw a stock price increase of 2.95% after a change in actual control to Hubei State-owned Assets Supervision and Administration Commission [2] Group 3 - A company engaged in specialized equipment and digital twin technology secured a 1.5 billion yuan domestic computing power procurement project [3] - An industry-leading company in lithium batteries received a significant order for electrolyte solvents, marking the third major order since the fourth quarter [3] - A company in the semiconductor sector formed a joint venture with CATL to establish an automotive domain control chip company [3]

来源：Counterpoint Research 《全球智能手表出货量预测，2025 年 Q3》 在进一步谈及苹果表现时，Jain 补充道："苹果最新一代智能手表产品在上市季度实现了同比 12% 的出货量增长，预计其 2025 年全年出货量也将同比增 长 12%。这一反弹主要得益于备受期待的高性价比 Watch SE 3 以及超高端 Watch Ultra 3 的推出，这两款产品显著拓宽了苹果在不同价格区间的覆盖范 围。同时，5G 支持、卫星通信，以及高血压提醒等全新健康功能的加入，帮助苹果在连续七个季度同比下滑后明显回暖。" 副总监 David Naranjo 在展望市场前景时指出："2025 年的智能手表行业尤为突出，功能驱动型创新浪潮从根本上提升了设备性能。AI 集成、5G 支持、卫 星通信以及 MicroLED 显示技术成为最具代表性的升级亮点。如今即便是价格较低的型号也开始提供 AI 驱动的使用体验和升级版健康传感器，以重新吸 引此前流失的基础款智能手表用户。这种对功能升级和用户价值的重新聚焦正形成正向反馈，并有望在 2025 年推动市场增长。" 根据 Counterpoint Research 发 ...

Core Insights - The global smartwatch shipment is expected to grow by 7% year-on-year by the end of 2025, following a decline in 2024, driven by new hardware and software features, increased consumer preference for mid-to-high-end smartwatches, and a growing focus on health-related functionalities [2][5] - China is identified as the key growth engine for the global smartwatch market, with three out of the top five brands being Chinese. The market share in China is projected to increase from 25% in 2024 to approximately 31% in 2025 due to government subsidies and the strong presence of local brands like Huawei, Xiaomi, and Little Genius [2][5] Market Dynamics - Apple is expected to see a 12% year-on-year increase in shipments in Q3 2025, marking the end of seven consecutive quarters of decline, largely due to the launch of the cost-effective Watch SE 3 and the premium Watch Ultra 3 [5][6] - The integration of AI-driven health analysis and guidance features into products is accelerating among leading global brands, with key new technologies such as satellite communication, 5G RedCap, and MicroLED display expected to be commercially available in 2025 [5][6] Product Innovations - The latest Apple smartwatch models have significantly broadened the price range coverage, with new health features like high blood pressure alerts contributing to a rebound in sales [6] - The 2025 smartwatch industry is characterized by a wave of functional innovations that enhance device performance, with even lower-priced models beginning to offer AI-driven experiences and upgraded health sensors [6]

声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 责任编辑：小浪快报 2025年12月25日，通宇通讯（sz002792）触及涨停，涨停价38.18元，涨幅10%，总市值200.25亿元，流 通市值127.29亿元，截止发稿，总成交额37.83亿元。 根据喜娜AI异动分析，通宇通讯涨停原因可能如下，海外业务拓展+卫星通信布局+公司治理优化： 1、 公司专注于通信天线及射频器件产品，近期海外业务拓展取得突破，首次超过国内收入，与爱立信等核 心客户合作深化，欧美市场取得进展。同时，公司通过投资、合资等方式构建"星 - 地 - 端"全产业链卫 星通信布局，符合国家政策导向，虽新业务尚处投入期，但长期潜力大。 2、公司治理结构不断完善， 修订和制定了24项管 ...

卫星通信专场 20251224 Q&A 如何看待当前卫星通信板块的投资机会？ 当前卫星通信板块被定义为一个偏主题性的投资机会。我们通过将其走势与国 证 2000 指数进行拟合，发现两者在 2022 年初至 2025 年 11 月期间表现相似。 这表明该板块在此期间主要呈现主题性行情。然而，自 2025 年 11 月 21 日起， 卫星通信板块出现了超额行情，这可能是由于朱雀 3 火箭可复用进度超预期等 因素引发的市场乐观情绪。 展望未来，我们认为随着一系列催化事件的落地， 如 2026 年 4 月长城 10 号可复用测试和天兵天龙 3 号发射测试，市场对产业 发展的乐观判断将进一步提升，从而带来更高的关注度和持续性的行情。尽管 短期内难以成为主线，但卫星通信仍是一个敏感且具有边际提升空间的细分板 块。 近期卫星通信板块表现如何？未来有哪些催化因素值得关注？ 近期卫星互联网指数表现略差于商业航天整体，这是因为当前市场炒作重点仍 集中在可复用火箭上。然而，随着时间推移，市场关注点可能从商业火箭逐渐 转向卫星互联网。总体来看，两者走势相似，因此我们认为卫星通信作为商业 航天的重要细分板块，仍有较大投资机会。 未来值 ...

Core Viewpoint - AST SpaceMobile has successfully launched the BlueBird 6 satellite, claiming it to be the largest commercial communication array deployed in low Earth orbit to date [1] Group 1: Satellite Launch and Capabilities - The BlueBird 6 satellite can provide high-speed 4G and 5G signals directly from space to standard, unmodified smartphones and government devices [3] - Launched from the Satish Dhawan Space Centre in Sriharikota, India, using the LVM-3 rocket, the satellite is three times the size of the existing six satellites in orbit and has ten times their capacity [3] - The satellite is designed to support peak data transmission rates of up to 120 Mbps, enabling voice, full data, and video applications [3] Group 2: Future Plans and Market Reaction - The company aims to launch between 45 to 60 satellites by the end of 2026, with an average launch frequency of every one to two months [3] - Following the announcement, AST's stock price initially rose over 7% but ultimately closed down nearly 9% at $78.05 [4] - The trading volume exceeded 26 million shares, surpassing the three-month average trading volume, indicating heightened market activity [5] Group 3: Analyst Concerns - Some Wall Street analysts have expressed concerns about the stock being overvalued, especially given the speculative price increases and execution uncertainties [5] - Year-to-date, ASTS stock has surged by 336%, while the S&P benchmark index has increased by 17.5% during the same period [5] - Analyst StoneFox Capital noted that despite the potential for speculative price increases, the stock appears too expensive relative to realistic financial targets due to repeated launch delays [5]

前言 《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考，将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 ①服务器液冷+卫星通信+无人驾驶，服务器液冷板送样测试中，低轨卫通天线即将批量交付，这家公司多 种产品已应用于自动驾驶领域； ②人形机器人+端侧AI，这家公司基于Nvidia平台推出人形机器人大小脑 控制器，可广泛用于人形机器人、工业机器人，并有订单落地。 ...

□刘洁 四川日报全媒体记者 丛雨萌 近日，中国科学院院士增选结果揭晓。来自解放军信息支援部队的女科学家何元智的名字，出现 在名单中。无独有偶，两年前，与何元智高中同届、同班的北京理工大学校长姜澜，也当选为中 国科学院院士。 同一座城，同一所中学，同一个班级，两年内走出两位院士。近日，四川日报全媒体记者在自贡 寻访了两位院士当年的师长、同学。 姜澜的特质，则是求真与守信。"从高一开始，姜澜就立志做一名科学家。"郭老师对他学习的执 着印象深刻。在老同学周瑜昆眼中，姜澜平时话不多，但是做事非常认真，作为学生会干部，做 事务实、乐于助人。 "他们俩，成绩不相上下。"现年77岁的班主任、数学老师郭怡回忆，两位院士当年在自贡一中时 初中同级、高中同班。高三那年四次模拟大考，两人的语数外理化五门主科总分竟四次相同，次 次都并列第一。1991年，两人均以优异成绩考上知名大学——姜澜考入北京理工大学，何元智考 入中国人民解放军理工大学通信工程学院（现为中国人民解放军陆军工程大学）。 在郭老师看来，除了成绩的并驾齐驱，两人身上有不同的优秀特质。 何元智的特质是沉静与坚韧。上世纪90年代，练习题目有限，她经常收集别人做过的练习题来 ...