欧盟政府卫星通信计划据称是欧洲天基通信摆脱对外国供应商依赖的第一步，旨在确保关键业务的顺利开展。 它允许欧盟各国政府相互租用安全的 通信能力，用于敏感任务和其他政府行动，包括应急服务、警务和军事行动。 该计划也被认为是欧盟启动其第三个卫星通信星座项目IRIS2的关键先导计划。IRIS2的280多颗卫星预计将为欧盟各国政府、军队、警察、应急服务 部门和政府通信提供安全的天基通信黄金标准。 库比留斯称欧盟政府卫星通信计划的启动是"一项非常重要的公告"。他表示，这项新兴服务的规模目前涵盖了来自五个国家的八颗卫星。这位空间专 员补充说，欧盟政府卫星通信计划服务将很快增加更多带宽，通过与"商业伙伴"达成联合协议，确保通信能力，覆盖范围将扩展到"全世界"。他表示 欧盟IRIS2星座的首批服务将于2029年推出。 据央视新闻，欧盟空间事务专员安德留斯·库比留斯当地时间1月27日在布鲁塞尔举行的一次会议上表示， 欧盟政府卫星通信计划已于"上周"启动。 该计划汇集了27个欧盟成员国政府拥有的卫星的现有通信能力。 ...

格隆汇1月27日｜臻镭科技（维权）(688270.SH)公告称，预计2025年归属于上市公司股东的净利润为 1.23亿元-1.45亿元，同比增长529.64%-642.26%。公司产品及技术主要应用于数据链、电子对抗、无线 通信终端、新一代电台、相控阵通信等特种领域，以及移动通信系统、卫星互联网等民用领域。受国内 特种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，同时公司积极把握卫星通信领域 市场机遇，市场拓展节奏稳步加快，项目交付能力显著提升，整体推动了公司销售收入实现高速增长。 ...

(本文来自第一财经) 臻镭科技（维权）公告，预计2025年归属于上市公司股东的净利润为1.23亿元-1.45亿元，同比增长 529.64%-642.26%。公司产品及技术主要应用于数据链、电子对抗、无线通信终端、新一代电台、相控 阵通信等特种领域，以及移动通信系统、卫星互联网等民用领域。受国内特种行业周期影响，特种集成 电路行业下游客户的产品需求有所增加，同时公司积极把握卫星通信领域市场机遇，市场拓展节奏稳步 加快，项目交付能力显著提升，整体推动了公司销售收入实现高速增长。 ...

Core Viewpoint - Zhenlei Technology has announced an annual performance forecast, expecting a significant increase in net profit for 2025, driven by growth in demand from special industries and improved operational efficiency [1] Financial Performance - The company anticipates a net profit attributable to shareholders of 123 million to 145 million yuan for 2025, representing a year-on-year increase of 529.64% to 642.26% [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between 104 million and 123 million yuan, reflecting a year-on-year increase of 3678.27% to 4332.00% [1] Market and Industry Dynamics - The company's products and technologies are primarily applied in special fields such as data links, electronic countermeasures, wireless communication terminals, next-generation radios, and phased array communications, as well as in civilian sectors like mobile communication systems and satellite internet [1] - The demand from downstream customers in the special integrated circuit industry has increased due to the domestic special industry cycle, which has positively impacted the company's sales [1] - The company is actively seizing market opportunities in the satellite communication sector, with a steady acceleration in market expansion and significant improvements in project delivery capabilities [1] Operational Efficiency - During the reporting period, the company strengthened cost control, leading to a decrease in operating expenses and an enhancement in operational efficiency and profitability [1]

每经AI快讯，1月27日，臻镭科技(688270.SH)公告称，预计2025年归属于上市公司股东的净利润为1.23 亿元至1.45亿元，同比增长529.64%至642.26%。公司产品及技术主要应用于数据链、电子对抗、无线通 信终端、新一代电台、相控阵通信等特种领域，以及移动通信系统、卫星互联网等民用领域。受国内特 种行业周期影响，特种集成电路行业下游客户的产品需求有所增加，同时公司积极把握卫星通信领域市 场机遇，市场拓展节奏稳步加快，项目交付能力显著提升，整体推动了公司销售收入实现高速增长。 ...

Core Viewpoint - The company expects a net profit attributable to shareholders of 123 million to 145 million yuan in 2025, representing a year-on-year increase of 529.64% to 642.26% [1] Group 1: Company Performance - The company's products and technologies are primarily applied in specialized fields such as data links, electronic countermeasures, wireless communication terminals, next-generation radios, and phased array communications, as well as in civilian areas like mobile communication systems and satellite internet [1] - The demand for products from downstream customers in the special integrated circuit industry has increased due to the influence of the domestic special industry cycle [1] - The company is actively seizing market opportunities in the satellite communication sector, with a steady acceleration in market expansion and a significant improvement in project delivery capabilities, which has driven rapid growth in overall sales revenue [1]

Core Viewpoint - The company, Zhenlei Technology (688270.SH), expects significant growth in net profit for the year 2025, with projections indicating an increase of 529.64% to 642.26% compared to the previous year [1] Financial Projections - The estimated net profit attributable to the parent company for 2025 is projected to be between 123 million to 145 million [1] - The net profit after deducting non-recurring gains and losses is expected to be between 104 million to 123 million, reflecting an increase of 3,678.27% to 4,332.00% year-on-year [1] Industry and Market Dynamics - The company's products and technologies are primarily applied in specialized fields such as data links, electronic countermeasures, wireless communication terminals, next-generation radios, and phased array communications, as well as in civilian sectors like mobile communication systems and satellite internet [1] - The demand for products from downstream customers in the special integrated circuit industry has increased due to the domestic special industry cycle [1] - The company is actively seizing market opportunities in the satellite communication sector, with a steady acceleration in market expansion and significant improvements in project delivery capabilities, contributing to rapid growth in sales revenue [1] Operational Efficiency - During the reporting period, the company strengthened cost control, leading to a decrease in operating expenses and an enhancement in operational efficiency and profitability [1]

东吴证券认为，卫星通信从组网建设到应用落地的发展周期较长，各细分方向的发展节奏差异明显，当 前发展重点在通信卫星的部署，星上的软硬件受益程度较高，如相控阵天线、光电互联、星间激光通 信、核心网等；未来随着网络建设完善进入应用阶段，地面站及地面终端有望展示快速发展的弹性。 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418） 跟踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（60%）和半导体材料（25%）细 分领域的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代 天花板较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 截至2026年1月27日 10:50，上证科创板半导体材料设备主题指数（950125）强势上涨3.32%，成分股芯 源微上涨15.00%，兴福电子上涨10.74%，富创精密上涨5.46%，华峰测控，安集科技等个股跟涨。科创 半导体ETF（588170）上涨3.03%，最新价报1.87元。流动性方面，科创半导体ETF盘中换手10.04%，成 交8.23亿元 ...

Company News - Zijin Mining announced a cash acquisition of Allied Gold Corporation at a price of 44 CAD per share, totaling approximately 5.5 billion CAD (about 28 billion RMB) [9] - Zhejiang Wen Internet reported a stock price increase of 69.57% from January 5 to January 26, indicating potential market overreaction and risks of a rapid decline [9] - Tongling Nonferrous Metals announced a stock price deviation of 20.72% over two trading days, with normal production and operational conditions [9] - Crystal Clear Technology plans to acquire 100% of Easy Charge Technology through a combination of stock issuance and cash payment, pending necessary approvals [10] - Xingyu Co., Ltd. submitted an application for H-share listing on the Hong Kong Stock Exchange [10] - JD Infrastructure Development submitted an A1 application to the Hong Kong Stock Exchange, managing assets totaling approximately 121.5 billion RMB [10] - Guoxing Aerospace revealed its "Star Computing" plan, involving a network of 2,400 reasoning satellites and 400 training satellites for high-speed data transmission [11] - Evert announced plans to acquire shares of Shanghai Shengpu Fluid Equipment Co., Ltd., with stock suspension effective from January 27 [11] - Yushu Technology's humanoid robots will participate in the 2026 Spring Festival Gala, marking a significant industry collaboration [11] - Tensu Zhixin released a roadmap for its fourth-generation architecture, aiming to surpass NVIDIA's Rubin architecture by 2027 [11] - Anta Sports agreed to purchase 43.01 million shares of PUMA SE for a total consideration of approximately 1.507 billion euros (about 12.278 billion RMB) [12] - Alibaba launched the Qwen3-Max-Thinking model, boasting over one trillion parameters and competitive performance [12] - Tencent's CEO emphasized a decentralized AI strategy for WeChat, focusing on user needs and privacy [12] Industry Insights - The humanoid robot market is projected to exceed traditional rotary transformer markets, with an expected market size of 6.15 billion RMB by 2030 and 47.1 billion RMB by 2035 [6] - The sodium battery industry is at a critical commercialization stage, with major players like CATL launching mass-produced sodium batteries [6] - The satellite communication sector is experiencing rapid growth, with a 40% increase in the satellite communication index over the past two months [6] - The domestic tourism market is seeing a 300% increase in booking numbers compared to last year, driven by various travel preferences [6] - The commercial aerospace sector in Hainan is expanding, with a budget of approximately 220 million RMB for upcoming launch tasks [6] - The production and delivery pace of the C919 aircraft is set to increase, with a target of at least 28 deliveries in 2026 [7]

| | | 1月26日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 德龙汇能 | 不涉及芯片及相关业务 | | | 东方日升 | 光伏产品未直接向商业航天卫星公司供货 | | 项目投资 | 川环科技 | 拟约11亿元投建川环科技(华东)智造总部基地 | | 合同中标 | 山科智能 | 中标智慧水务平台开发项目 | | 业绩换告 | 均胜电子 | 预计2025年归母净利润约13.5亿元,同比增长40.56% | | 股权转让 | 紫金矿业 | 拟收购AlliedGold Corporation 100%股权 | | 回购 | 吉祥航空 | 已实际回购1.67%公司股份 | | 增减持 | 开普检测 | 董事长姚致清拟减持不超过3%股份 | | 其他 | 浙海德曼 | 拟定增募资不超15.17亿元 | | | 特宝生物 | 拟发行可转债募资不超15.33亿元 片脂磨汇 | 【热点】 浙文互联(600986.SH)：旗下"派智"数字人业务产生的收入和利润占公司营业收入和净利润的比例均不到 1%，占比较小 东方日升(300118.SZ)：光伏产品未直接向 ...