4月20日，在"为您·预见"宁波银行私人银行投资策略会上，中国首席经济学家论坛理事刘煜辉，分享了他 对当前宏观经济及市场的最新观点。 刘煜辉表示，这一次在短短十天之内，中美之间将贸易战打到"顶格"，对于特朗普来说，应该是一件他没有预 料到的事情。同时，他还没料到中国的迅速反应和美元资产股债汇"三杀"，以及西方盟友的不配合。 刘煜辉表示，于中国而言，我们之所以迅速回击，有三方面底气：人民币资产的落地，中国供应链在全球的统 治力，以及中国科技出圈的能力。 就具体的资产配置角度来讲，刘煜辉称，所谓"黄金十年"，黄金未来中长期空间还很大，现在依然是一个很好 的买点。对中国核心资产而言，应该珍惜每一次中美间激烈博弈、碰撞的时机，这是中国核心资产倒车接人的 机会。 特朗普的三个"没想到" 刘煜辉认为，从4月2日开始的十余天，特朗普动作很大。但对特朗普而言，此轮关税战有三个"没想到"。 一是，关税战一周就打到"顶格"。短短一周，关税就大幅提升，美国那边的数字也很高，具体数值已不重要， 这已经意味着G2目前处于贸易休克状态，几乎走向硬脱钩。 特朗普恐怕没想到中国敢硬扛，美国供应商或许连几个月的存货都没准备。 从经济角度看，中 ...

明天又要开盘，说回行情，先从周五的尾盘开始讲。 国家队又一次在收盘前出手护盘，比较明显的标的还是华夏沪深300etf（代码510330），分时线很明显的看到最后10分钟买了将近40亿，本来靠着这笔资 金可以把上证指数从-0.3%抬到红盘，但这次遇到了一些小意外，最后3分钟突然汹涌而出大量卖盘，把大盘又砸回去了一些，导致最终收盘的时候上证指 数绿了，下跌0.11%。 再细节一点，就是关注510330的交易量，突然来了连续的大额买单，就跟着一起买，快收盘了赶紧抛。这么干的人多了，波动就会放大，包括最后三分钟 的回落幅度也比以前大，因为这种搞偷鸡的资金不愿意持仓过夜去承担额外的风险。 总之上证指数的8连涨在一片混乱中被终止，那跌了有什么不良后果吗？其实也没有，就是宣传上不好说贸易战之后中国股市每天都涨了，这种不必要的 包袱早点卸下了也好。 你们看周五的成交量，都缩到9100亿，没眼看了，这种僵尸行情真就是浪费时间，表面上每天尾盘拉升mini涨，其实市场并不认可指数的有效性，纷纷离 场观望。总不能贸易战一天没打完，大盘就一直立正罚站吧。 反正我是无所谓的，现在年化贴水率挺高，哪怕一直僵硬到年底也不白给，就这么耗着好了 ...

Group 1 - The 5G sector is experiencing a significant rise, with stocks such as Shenglu Communication, Shuo Beid, and Wuhan Fanggu hitting the daily limit, and Chuangyuan Xinke increasing by 30% [1] - The largest 5G communication ETF (515050) has seen a rapid increase, with over 600 million yuan of net inflow in the last 10 trading days [1] - The Ministry of Industry announced plans to accelerate the research and development of 6G technology, including standard formulation and industrial implementation [1] Group 2 - The high growth momentum in the 5G communication sector is expected to continue, with several companies reporting positive Q1 earnings forecasts [2] - Companies like Ruijie Networks and Xingwang Ruijie are experiencing rapid growth in performance due to the deployment of AI foundational hardware [2] - The communication industry is showing confidence in its future prospects, as evidenced by multiple companies announcing share buyback or increase plans [2]

各位投资者大家好我是上海宏远研究金融工程首席分析师邓鼓今天下午我们的电话会议是关于市场上最近关注度也比较高的一个主题那就是来自于卫星通信整个这样一个主题的探讨我们今天下午也非常有幸请到了两位嘉宾一位是我们研究所的通信的高级分析师刘敬平老师另外一位是来自于永银基金指数与量化投资部的经纪领刘廷宇 我们两位嘉宾也有各自的擅长方向我们来自卖方和买方的视角一位来自通信的行业专家以行业研究的身份以行业未来的发展严格以及整个主题的一个发展方向一个大的展望来给我们去做相关的描绘 而我们站在买方角度秦云董一会儿可以站在如何去参与这样的行情有什么样的产品可以去参与这样的行情那么这个产品又有什么样的特色来为我们从买方视角来去做介绍我想应该来说我们两个视角的结合应该能为大家带来这个方向比较精彩的分享那么今天下午我们就先请我们的通信高级分析师刘经理老师来为我们介绍整个卫星通信整个主题的一个前瞻情况刘老师请您这边先开始 好的,谢谢郑福老师,我是声援通信的刘晶晶今天也很高兴,从一个基本面的角度来讲一下我对卫星通信当前情况的一个理解可能主要也是从几个方面去做一个分享主要是包括像我们现在去探讨卫星通信整体尤其是低轨卫星互联网它建设的一个必要性 ...

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 ...

重视国产算力、卫星互联网、光通信等板块机遇 通信 2025 年 04 月 13 日 投资评级：看好（维持） 行业走势图 数据来源：聚源 -14% 0% 14% 29% 43% 58% 2024-04 2024-08 2024-12 通信 沪深300 《算力重要性日益凸显，卫星互联网 持续落地—行业周报》-2025.4.6 《光铜共进，AEC 等或受益于 AI 高 速短距连接需求—行业深度报告》- 2025.4.3 《卫星互联网建设逐步落地，重视商 业航天产业发展—行业点评报告》- 2025.4.2 | 蒋颖（分析师） | 雷星宇（联系人） | 陈光毅（联系人） | | --- | --- | --- | | jiangying@kysec.cn | leixingyu@kysec.cn | chenguangyi@kysec.cn | | 证书编号：S0790523120003 | 证书编号：S0790124040002 | 证书编号：S0790124020006 | 工信部力推北斗自主可控，海关新规出炉，国产算力逻辑持续兑现 2025 年 4 月 11 日，工信部发布文章指出北斗产业发展必须实现全面自主可 ...

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].

Core Viewpoint - Shanghai Mijuan Communication Technology Co., Ltd. expects a significant increase in net profit for the first quarter of 2025, projecting a year-on-year growth of approximately 265.19% [2][3]. Group 1: Performance Forecast - The company anticipates a net profit attributable to shareholders of approximately 200 million yuan for Q1 2025, an increase of about 145.23 million yuan compared to the same period last year [2][4]. - The expected net profit after deducting non-recurring gains and losses is around 188 million yuan, reflecting a year-on-year increase of approximately 266.19% [2][4]. Group 2: Previous Year Performance - In the same period last year, the total profit was 51.98 million yuan, with a net profit attributable to shareholders of 54.77 million yuan [4]. - The net profit after deducting non-recurring gains and losses was 51.34 million yuan, with earnings per share recorded at 0.21 yuan [4][5]. Group 3: Reasons for Performance Increase - The company focuses on providing comprehensive solutions for global IoT clients, leading in fields such as 5G communication and satellite communication, which has contributed to robust growth in its communication module and intelligent solution sectors [6]. - The projected revenue for Q1 2025 is approximately 5.2 billion yuan, indicating a year-on-year growth of about 31.50% [6]. - Non-recurring gains and losses are expected to impact net profit by around 12 million yuan, primarily from received subsidies [7].

Group 1 - The core viewpoint is that submarine optical communication plays a crucial role in deep-sea technology and serves as an essential communication infrastructure connecting various countries and regions, supporting international phone communication, internet access, and data transmission [1] - As of early 2025, there will be over 395 operational submarine communication lines globally, with a significant increase in international interconnect bandwidth demand and the first batch of submarine optical cables reaching a replacement peak, indicating a new investment surge in submarine communication cables in the coming years [1] - The Communication ETF (515880) closely tracks the CSI All Share Communication Equipment Index, which includes high-quality listed companies in the communication equipment sector, reflecting the overall performance of the communication industry [1] Group 2 - The fund's major holdings in communication equipment, optical modules, and communication terminals have leading advantages and are well-positioned to benefit from the industry's growth dividends [1] - Investors without stock accounts can seize investment opportunities in the communication sector through the Communication ETF's connection fund (007818) [1]

35.52分综合得分 偏弱 趋势方向 主力成本分析 国盾量子688027 时间: 2025年4月1日星期二 260.94 元 当日主力成本 258.57 元 5日主力成本 278.27 元 20日主力成本 278.27 元 次 北向资金数据 60日主力成本 周期内涨跌停 过去一年内该股 涨停 0次 跌停 0 | 持股量77.07万股 | 占流通比0.95% | | --- | --- | | 昨日净买入-6.14万股 | 昨日增仓比-0.076% | | 5日增仓比0.103% | 20日增仓比0.059% | 技术面分析 260.89 短期压力位 254.66 短期支撑位 299.80 中期压力位 254.66 中期支撑位 风险提示：以上内容仅作为作者或者嘉宾的观点，不代表和讯的任何立场，不构成与和讯相关的任何投 资建议。在作出任何投资决定前，投资者应根据自身情况考虑投资产品相关的风险因素，并于需要时咨 询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性，对此和讯不做任何保 证和承诺。 股价突破短期压力位，短线有望走强； 目前中期趋势不慎明朗，静待主力资金选择方向 K线形态 暂无特殊形态 ...