证券日报网讯电连技术（300679）11月25日在互动平台回答投资者提问时表示，目前6G的行业标准尚 未明确，公司将跟踪6G相关标准和技术的进展情况，推进公司后续相关产品的研发和产业化。 ...

Company Overview - The company is a leading enterprise in the field of communication antennas and RF devices, focusing on the R&D, production, and sales of base station antennas, RF devices, and microwave antennas, serving major mobile communication operators and equipment integrators globally [2][3]. Business Development - The company has established a comprehensive product layout covering the entire chain of satellite communication, including satellite communication payloads, ground station terminals, and terminal applications [3][7]. - As of June 2025, the company holds over 700 authorized patents in the RF communication field, covering various types including international, invention, and utility models [3]. Strategic Investments - The company has invested a total of 120 million yuan in the aerospace industry fund, with 20 million yuan already invested in Shanghai Jingji Communication Technology Co., Ltd. and plans to invest 100 million yuan in Beijing Lingkong Tianxing Technology Co., Ltd. [4][5]. - The strategic investments aim to strengthen the company's position in key upstream components and communication payloads within the satellite communication industry [5][6]. Market Expansion - The company's overseas business has become a core driver of revenue growth, with overseas revenue surpassing domestic revenue for the first time in the first half of the year [8]. - The company is actively expanding into high-end markets in Europe and North America, leveraging partnerships with strategic clients like Ericsson and Nokia [8]. Industry Trends - The development of satellite internet is a key component of national new infrastructure, aiming to address communication coverage gaps and meet emergency communication needs [6][7]. - The government has set a target of exceeding 10 million satellite communication users by 2030, providing a solid foundation for commercial operations in the industry [6].

格隆汇11月25日丨电连技术(300679.SZ)在投资者互动平台表示，目前6G的行业标准尚未明确，公司将 跟踪6G相关标准和技术的进展情况，推进公司后续相关产品的研发和产业化。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司在5G、6G这些领域有涉足布局吗？ 维峰电子（301328.SZ）11月25日在投资者互动平台表示，公司尚未涉足上述领域。 ...

11月24日，长江日报记者获悉，在近日举行的2025中国5G+工业互联网大会上，由武汉 高科集团参与发起设立的信科产业投资基金等项目完成集中签约，该产业投资基金总规模50 亿元，锚定"空天地海"一体化网络建设。 近年来，武汉高科集团与本地科技龙头企业持续深化战略协同，同长飞光纤、华工科技 合作设立CVC基金，聚焦量子通信、先进半导体、人工智能等未来产业，已投资中科酷 原、星钥半导体、长飞石英、长进光子、华日激光等一批产业链创新项目，并为东湖高新区 引入卓瓷科技、埃芯半导体等产业链项目，积极发挥了国资平台的引擎作用和撬动效应。 未来，武汉高科集团将持续加强多方联动，通过资源共享、优势互补，推动央企技术、 人才、项目与东湖高新区产业需求深度对接，努力将信科产业基金打造为央地协同、共赢发 展的"样板"。 编辑：胡之澜 据悉，信科产业基金由武汉高科集团联合中国信科集团、湖北省铁路基金、武汉基金共 同发起设立，依托中国信科集团旗下6家上市公司以及产业链上下游资源，融合央企产业优 势与地方资本效能，服务产业链"补链延链强链"。 在投资方向上，该基金以"空天地海"一体化通信网络建设为核心牵引，将聚焦光通信、 移动通信、光电 ...

来 源 ： 内容来自半导体行业观察综合 。 在发布了优于预期的业绩之后，KeySight股票盘后狂飙了14.2%。 公众号记得加星标⭐️，第一时间看推送不会错过。 这家技术测试和测量公司第四季度调整后每股收益为1.91美元，超过分析师预估的1.82美元。营收达 到14.2亿美元，超过市场一致预期的13.9亿美元，同比去年同期的12.9亿美元增长10%。 Keysight对2026财年第一季度的展望显著超出华尔街预测，公司预计营收将在15.3亿至15.5亿美元之 间，远高于分析师一致预期的14.2亿美元。调整后每股收益指引为1.95至2.01美元，同样超过分析师 预期的1.84美元。 "Keysight交付了出色的季度业绩，并强劲结束了财年，使公司恢复全年增长，订单势头在全年不断 加速，"Keysight总裁兼首席执行官Satish Dhanasekaran表示。"这些结果反映了我们在所服务市场 的领导地位以及市场对Keysight高度差异化解决方案的持续需求。" 公司的通信解决方案集团营收为9.9亿美元，比去年增长11%，这一增长由人工智能数据中心基础设 施投资和国防现代化推动。电子工业解决方案集团营收增长9 ...

（文章来源：每日经济新闻） 蓝盾光电（300862.SZ）11月25日在投资者互动平台表示，公司主营业务暂未涉及6G领域。 每经AI快讯，有投资者在投资者互动平台提问：公司的产品跟通信领域深度绑定，请问公司在6G领域 是否已有布局？ ...

格隆汇11月25日丨蓝盾光电(300862.SZ)在投资者互动平台表示，公司主营业务暂未涉及6G领域。 ...

格隆汇11月25日丨蓝盾光电(300862.SZ)在投资者互动平台表示，公司主营业务暂未涉及6G领域。 ...

Financial Data and Key Metrics Changes - In Q4 2025, revenue reached $1,419 million, a 10% increase year-over-year, or 9% on a core basis [18] - Orders grew to $1,533 million, up 14% year-over-year, or 12% on a core basis [19] - Full year revenue was $5,375 million, an 8% increase as reported, or 7% on a core basis [19] - Earnings per share (EPS) for Q4 was $1.91, a 16% increase year-over-year, while full year EPS was $7.16, up 14% [19] Business Segment Data and Key Metrics Changes - The Communication Solutions Group (CSG) generated Q4 revenue of $990 million, up 11% reported, or 9% core [20] - The Electronic Industrial Solutions Group (EISG) reported revenue of $429 million, a 9% increase reported, or 8% core [20] - CSG achieved a gross margin of 66% and an operating margin of 27%, while EISG had a gross margin of 60% and an operating margin of 25% [20] Market Data and Key Metrics Changes - The aerospace, defense, and government sector saw record orders with an 8% revenue increase for the year [11] - Wireless orders and revenue grew high single digits for the full year, driven by advancements in 5G and early 6G research [10] - Wireline orders and revenue grew double digits both in Q4 and for the full year, setting a new record [7] Company Strategy and Development Direction - Keysight is focusing on software-centric solutions and has made strategic acquisitions to enhance its capabilities [6] - The company is well-positioned to capitalize on trends in AI, 6G, and defense modernization, aligning its solutions with customer priorities [5][6] - A new $1.5 billion share repurchase program has been authorized to support capital return to shareholders [7] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about growth in wireless and wireline segments, driven by stabilization in 5G and advancements in AI infrastructure [28] - The company anticipates revenue growth in FY 2026 to be at or above the high end of its long-term target of 5%-7% [22] - Management highlighted a robust sales pipeline and backlog entering FY 2026, with expectations for continued strong performance [22] Other Important Information - Keysight achieved record free cash flow of $1.3 billion in FY 2025, with significant investments in R&D and acquisitions [7] - The company is working to realize over $100 million in synergies from recent acquisitions, expected to be accretive to earnings within 12 months post-close [22] Q&A Session Summary Question: How does the company see wireless trending in FY 2026? - Management is optimistic about wireless growth, driven by stabilization in 5G and investments in advanced technologies [28] Question: Will there be additional growth or acceleration in the adoption of 1.6 Terabit wireline? - The company believes its first-to-market solutions will continue to drive momentum in wireline, particularly with advancements in AI [30] Question: What is the expected cadence of revenue contribution from recent acquisitions? - Approximately 30% of the acquisition revenue is expected in Q1, with the remainder distributed evenly across the following quarters [61] Question: What are the expectations for EPS growth despite mild dilution from acquisitions? - Management indicated that the dilution would be low single digits, with expectations for EPS growth at or above 10% [66] Question: How does the company view the growth potential in the automotive sector? - The automotive sector is stabilizing, with growth seen in software-defined vehicles and electric vehicle solutions [106]