Commercial Aerospace - Aerospace Technology has successfully developed commercial aerospace clients such as Blue Arrow Aerospace and Tianbing Technology [1] - Unigroup Guowei's FPGA, refresh chips, memory, and bus interface products are being gradually introduced into the commercial aerospace sector [1] - Chaojie Co., Ltd. estimates that the value of structural components for a single rocket is approximately 15 million yuan, with rapid revenue growth expected in commercial aerospace-related businesses by 2026 [1] Chip Industry - Gree Electric's silicon carbide power chips have expanded from the home appliance sector to new energy, industrial, and special scenarios [1] - Yingtang Zhikong's storage chip business has significantly increased year-on-year due to industry demand [1] Nuclear Power - China Uranium Corporation has signed a long-term trade agreement with China Nuclear Power to supply natural uranium to its subsidiaries [1] Satellite Communication - Tianhe Defense's RF devices and chip products are applicable in the satellite communication field [1] 3D Printing - Changjiang Materials produces 3D printing sand used in 3D printed sand casting [1] Other Applications - Zhongtai Co., Ltd.'s cryogenic equipment and independently operated special gases have been applied in the aerospace sector [1] - Tongguang Cable's sales of high-temperature resistant cables for aerospace applications constitute a small proportion of total revenue [1] - Putian Technology's PCB products are partially applied in the commercial aerospace sector [1] - Kexiang Co., Ltd.'s PCB products are applicable in aerospace, with existing supply agreements [1] - Shaanxi Huada has long provided supporting products for the Long March series rockets [1] Power Cable and Server Products - Honglin Electric's subsidiary has achieved bulk shipments of high-speed copper cable connection products [2] - Guangdian Yuntong's subsidiary has integrated Moores Threads graphics cards into some server products [2] Retail and Supply Chain - Liangpinpuzi has implemented a "store dynamic replenishment decision dataset," effectively shortening procurement decision time [2]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司晶体元件，有用到航天设备上吗？ 惠伦晶体（300460.SZ）12月11日在投资者互动平台表示，公司主要产品为SMD谐振器、TSX热敏晶 体、TCXO振荡器和OSC振荡器。我司产品特别是TCXO已经应用于卫星通信及北斗导航领域，并将凭 借其高精度特点在我国大力推动北斗标配化、产业化、泛在化、规模化进程中发挥举足轻重的作用。公 司未来将致力于主动挖掘市场需求，把握市场发展机遇，并积极拓展主营业务。 （记者 张明双） ...

证券日报网讯 12月11日，新劲刚在互动平台回答投资者提问时表示，公司新成立的成都智源矢量科技 有限公司，其产品作为通用设备被用于研发、制造、维修和检测无线电设备及射频微波器件，应用于无 线通信、卫星通信等相关领域。后续公司将根据业务发展情况拓展更多应用场景，相关进展请以公司官 方披露信息为准。 （文章来源：证券日报） ...

Core Viewpoint - Tianhe Defense (300397.SZ) has indicated that its radio frequency devices and chip products are applicable in the satellite communication sector [1] Group 1 - The company specializes in radio frequency devices and chips [1] - The products are specifically designed for use in satellite communication [1]

格隆汇12月11日丨天海防务(300008.SZ)在互动平台表示，公司有三大业务板块，主要为船海工程、防 务装备及能源业务。公司曾经设计的12000T抬浮力半潜船执行过海上发射任务，公司控股子公司金海 隆有通导类产品的销售，目前暂未直接参与卫星通信领域研制业务。 ...

（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：您好，董秘，贵公司子公司创智联恒与紫金山实验室 有合作吗？ ST创意（300366.SZ）12月10日在投资者互动平台表示，目前，公司参股子公司创智联恒与紫金山实验 室未在卫星通信领域建立实质性合作关系。公司将持续关注相关业务机会，如有达到信息披露标准的合 作事项，会及时履行信息披露义务，敬请投资者注意投资风险。 ...

答：除了 AI+体育，公司将在智慧城市、健康服务、通信 与能源信息化等领域深化 AI 技术的融合与应用。作为吉林大 学实际控制的上市公司，依托与其共建的人工智能联合实验 室，持续探索产学研协同创新，推动 AI 在民生与产业领域的 场景落地。我们正积极推动智慧食堂向 AI 健康管理平台升级， 同时也将持续推进其他业务板块与人工智能的融合创新，打 造更多符合市场需求的智能化解决方案。 4.公司整体战略规划是什么？发展重点和投向是什么？ 答：公司在稳固原有通信设计和施工业务的同时，持续 在智慧食堂、数据资源管理、产业数智化转型服务、能源信 息化等新战略方向发力，不断拓展新兴业务领域并加大资源 投入，进一步构建新型数智化服务产品和能力体系。公司还 将以人工智能深度赋能体育赛事、城市治理等关键场景，加 大业务与研发投入，加速应用落地，持续增强盈利能力和市 场竞争优势。投资方向紧密围绕"十五五"规划以及吉大通 信的发展战略，目前重点关注能源、人工智能等领域。 证券代码： 300597 证券简称：吉大通信 吉林吉大通信设计院股份有限公司投资者关系活动记录表 编号：2025-004 | | 特定对象调研 分析师会议 | ...

盘前要闻 1、再创新高！美联储决议前夕贵金属大涨，白银首次站上60美元 类型：行业 情绪影响：正面 交易员在美联储利率决议前夕保持乐观情绪，周二贵金属集体走高，受到供应紧缺推动的白银飙升至每 盎司60美元，现货白银日内涨幅均超4%。分析表示，在未来几个月，银价有望继续受益于推升金价的 相同力量：美元走软、货币政策放松以及地缘政治紧张局势下的避险需求。 2、多晶硅"收储平台"来了？业内称产能与成本优化迈出关键一步 类型：行业 情绪影响：正面 昨日有消息称，多晶硅收储平台公司注册，公司名称为北京光和谦成科技有限责任公司，注册资本30亿 元。有头部硅料企业人士称，该消息属实。业内人士表示，多晶硅整合平台将从多方面影响行业，包括 助力价格与盈利修复、重塑市场长期格局及优化上下游产业链传导等。 3、千亿合并计划告吹，海光信息与中科曙光终止重大资产重组 类型：公司 情绪影响：负面 12月9日晚间，中科曙光与海光信息同时发布公告，宣布终止重大资产重组，并表示目前市场环境较本 次交易筹划之初发生较大变化，本次实施重大资产重组的条件尚不成熟。从产业链角度，海光信息是中 科曙光业务的上游。公司均表示本次重大资产重组终止不影响双方 ...

Summary of AST SpaceMobile Conference Call Company Overview - **Company**: AST SpaceMobile (NasdaqGS:ASTS) - **Industry**: Satellite and Cellular Communication Key Milestones and Achievements - **2025 Focus**: Transitioned from technical demonstration (2023) and partnership development (2024) to scaling the business in 2025, raising $2-$3 billion in capital [2][3] - **Manufacturing**: Manufacturing plant is nearing full operational capacity, supporting a vertically integrated production model [2] - **Commercial Agreements**: Established definitive commercial agreements with major partners including Verizon and Saudi Telecom Company [2][3] - **Revenue Guidance**: Provided revenue guidance of over $1 billion for the second half of 2025 [3] Launch and Deployment Strategy - **Satellite Launches**: Plans to launch 45 to 60 satellites by the end of 2026, with an average of one launch every month or two [5][11] - **Launch Providers**: Contracts signed with SpaceX, Blue Origin, and ISRO, allowing flexibility in satellite deployment [7][10] - **Manufacturing Capacity**: Targeting six satellites per month by the end of 2025, with additional facilities ramping up production [17][19] Technology and Product Development - **ASIC Chip Integration**: New ASIC chip will triple processing power to up to 10 gigahertz per satellite, enhancing capacity for future growth [16] - **Vertical Integration**: The company’s vertically integrated strategy allows for rapid innovation and cost control [2][11] Revenue Model and Partnerships - **Revenue Commitments**: Over $1 billion in revenue commitments from carrier partners, with contracts typically ranging from two to ten years [20][23] - **Revenue Sharing**: Aiming for a 50/50 revenue share model with partners, positioning itself as a growth engine for operators [24][25] - **Ecosystem Development**: Over 50 agreements covering nearly 3 billion subscribers, indicating a strong ecosystem [21][22] Government Opportunities - **Government Contracts**: Government contracts now represent a majority of initial revenue, with significant potential for future programs [30][31] - **Dual-Use Capabilities**: The company is positioned to provide dual-use technologies for both commercial and government applications [33][34] Spectrum Strategy - **Spectrum Ownership**: Secured long-term lease for L-band spectrum, enhancing service capabilities in the U.S. and Canada [39][40] - **Global Strategy**: Plans to pursue spectrum opportunities in various markets, leveraging partnerships with local operators [42][43] Competitive Landscape - **Market Positioning**: Positioned as a partner of choice in the direct-to-device industry, with a focus on broadband connectivity [45][46] - **Comparison with Competitors**: Differentiates itself from competitors like Starlink by focusing on broadband services rather than basic connectivity [46][47] Financial Outlook - **Operating Leverage**: Anticipates operating margins exceeding 90% once satellites are in orbit, with low maintenance costs [50][51] - **Funding Strategy**: Over $3.2 billion in pro forma cash and liquidity, well-positioned for future growth and satellite deployment [54] Future Growth Potential - **Expansion Plans**: Potential to exceed 100 satellites based on demand drivers and strategic interests from governments [55][56] - **Market Opportunities**: Exploring various applications, including communication and non-communication services for the U.S. government [56] This summary encapsulates the key points discussed during the AST SpaceMobile conference call, highlighting the company's strategic direction, technological advancements, and market positioning.

人民财讯12月8日电，惠伦晶体（300460）12月8日在互动平台表示，公司主要产品为SMD谐振器、 TSX热敏晶体、TCXO振荡器和OSC振荡器。公司产品特别是TCXO已经应用于卫星通信及北斗导航领 域。公司生产的晶振产品已应用于无人机、车载激光雷达等产品领域。 ...