登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 作者 | 孙梦圆 伍玥 股东内斗，困局仍然难解。 从实控人锒铛入狱，到重掌控制权，"卫星导航第一股" 振芯科技（300101.SZ）持续近10年的控制权之 争，终于在2026年初尘埃落定。 故事还要从振芯科技实控人何燕的经历说起。2016年10月，何燕因犯挪用资金罪、虚开发票罪被判处有 期徒刑五年；2018年开始，四名股东就向成都高新区人民法院提起诉讼，要求解散振芯科技成都国腾电 子集团有限公司（以下简称"国腾集团"）。7年后，重申二审判决驳回解散请求。经过多年的争夺拉锯 战，2025年1月，何燕再度成为振芯科技实控人，但控制权归属问题却始终存疑。 此后，国腾集团与现任管理层对上市公司控制权争夺便进入关键时刻。2026年2月12日，根据振芯科技 第七届董事会换届公告，国腾集团拿回5个董事席位，另一方则保有2名董事及1名独董席位。 2月25日，振芯科技在互动平台表示，截至目前公司生产经营正常，控股股东成都国腾电子集团有限公 司的股东之间的矛盾可能仍将在较长时期内继续存在。为保障公司治理正常 ...

公司最新财报显示，2025年1-9月实现营业收入9.23亿元，同比增长11.24%；归母净利润5588.24万元， 同比增长29.75%。尽管财务数据稳健，但该信息为历史业绩，非近7日新热点，对短期股价影响有限。 以上内容基于公开资料整理，不构成投资建议。 经济观察网近7天(2026年2月9日至13日)，晋拓股份（603211）股价呈现震荡下跌趋势，区间累计跌幅 为4.36%，振幅达7.99%。具体来看，2月12日单日上涨1.83%至22.20元，受卫星导航、毫米波雷达及特 斯拉等概念炒作推动；但2月13日最新价回落至22.13元，当日下跌0.32%。资金流向方面，2月12日主力 资金净流入181.27万元，但2月13日转为净流出195.73万元，显示短期资金面波动较大。市场关注点集中 于公司新能源汽车零部件业务及概念板块，如自动驾驶毫米波雷达控制器小批量量产、配套特斯拉等车 企的供应链合作。 财报分析 ...

格隆汇2月12日丨中远海发(601866.SH)在互动平台表示，公司致力于围绕航运物流产业主线，以集装箱 制造、集装箱租赁及航运租赁业务为核心，以投资管理为支撑，实现产融投一体化发展。目前公司未有 直接覆盖卫星导航、无人驾驶的业务。科技创新方面，公司聚焦核心主业，积极投入科研力量，增加数 值化赋能，在集装箱智能制造、集装箱数字化平台创建升级等方面，都取得了良好成果，同时，公司也 将持续聚焦"数字智能、绿色低碳"，赋能产业创新、挖掘绿色价值。 ...

Core Viewpoint - The stock of Plater Technology has experienced a decline in recent trading sessions, with a notable drop of 6.65% year-to-date and 7.94% over the last five trading days, despite a significant increase of 37.64% over the past 60 days [1]. Group 1: Stock Performance - As of February 5, Plater Technology's stock price was 104.10 CNY per share, with a market capitalization of 28.557 billion CNY [1]. - The stock has seen a net outflow of 26.6967 million CNY in principal funds, with large orders accounting for 25.04% of total buying and 27.12% of total selling [1]. - The company has appeared on the trading leaderboard once this year, with a net buy of -100 million CNY on January 12 [1]. Group 2: Financial Performance - For the period from January to September 2025, Plater Technology reported a revenue of 1.161 billion CNY, representing a year-on-year growth of 46.47%, and a net profit attributable to shareholders of 156 million CNY, reflecting a growth of 234.83% [2]. - Cumulative cash dividends since the company's A-share listing amount to 82.677 million CNY, with 66.517 million CNY distributed over the past three years [3]. Group 3: Company Overview - Plater Technology, established on July 6, 2011, and listed on July 22, 2019, specializes in providing comprehensive solutions for metal additive manufacturing (3D printing) and remanufacturing technology [1]. - The company's revenue composition includes 63.33% from customized 3D printing products and services, 27.89% from 3D printing equipment and services, and 8.78% from 3D printing materials [1].

Core Viewpoint - Changjiang Communication's stock price has shown significant volatility and growth in recent months, with a notable increase in trading activity and a mixed financial performance in recent quarters [1][2]. Group 1: Stock Performance - On February 4, Changjiang Communication's stock fell by 2.08%, trading at 36.80 CNY per share, with a total transaction volume of 468 million CNY and a market capitalization of 12.13 billion CNY [1]. - Year-to-date, the stock price has increased by 6.17%, with a 9.39% rise over the last five trading days, a 4.22% increase over the last 20 days, and a substantial 42.03% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 152 million CNY on January 30, accounting for 27.15% of total trading volume [1]. Group 2: Financial Performance - For the period from January to September 2025, Changjiang Communication reported a revenue of 413 million CNY, a year-on-year decrease of 6.27%, and a net profit attributable to shareholders of 16.64 million CNY, down 66.59% year-on-year [2]. - The company has distributed a total of 598 million CNY in dividends since its A-share listing, with 60.34 million CNY distributed over the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders increased to 23,800, a rise of 12.25%, while the average number of tradable shares per shareholder decreased by 10.91% to 8,879 shares [2]. - Among the top ten circulating shareholders, a new shareholder, Xingquan Commercial Model Mixed (LOF) A, holds 3.62 million shares, while Nuoan Pioneer Mixed A has exited the top ten list [3].

Group 1 - The satellite navigation index experienced a strong surge on February 3, with several companies showing significant gains [1] - Aerospace Micro, Aerospace Huanyu, Siwei Map, and Leike Defense all rose over 5%, indicating robust market interest in the satellite navigation sector [1] - Zhenxin Technology also saw an increase of over 3%, contributing to the overall positive performance of the industry [1]

每经编辑｜程鹏 向江林 应乌方请求 SpaceX给"星链"降速 1月31日，俄罗斯军方发布视频显示，俄军无人机部队近日开始利用"星链"导航卫星信号，引导BM-35远程自杀攻击型无人机打击乌军后方机场。 画面可见，无人机摧毁乌军一架停放在简易机库内的F-16战机和一架露天停放的苏-27战斗机。 乌国防部长：正与马斯克合作 阻止俄罗斯利用"星链"操控无人机 据路透社1月29日报道，乌克兰国防部长29日表示，乌克兰正在与埃隆·马斯克的太空探索技术公司（SpaceX）合作，阻止俄罗斯利用该公司的"星链"系统 操控无人机。基辅此前称，在俄罗斯袭击乌克兰的远程无人机上发现了"星链"终端。 本周，一名乌克兰官员在社交平台上发布俄罗斯远程无人机的残骸照片，并指出这些无人机使用了"星链"终端。俄罗斯可能正是利用马斯克的这套系统， 在27日袭击了乌克兰的一列客运列车。 乌克兰国防部长米哈伊洛·费多罗夫在"电报"软件上说，双方已就解决此事启动合作。 SpaceX暂未回应此事。2022年俄乌冲突爆发后，马斯克应基辅的请求在乌克兰境内开通了"星链"服务。 编辑|程鹏 向江林 校对|许绍航 封面图片来源：视觉中国（资料图） 据乌克兰国际 ...

Core Viewpoint - China Satellite has shown significant stock performance with a year-to-date increase of 0.46% and a remarkable 123.34% rise over the past 60 days, indicating strong market interest and potential growth in the aerospace sector [1][2]. Group 1: Stock Performance - On January 29, China Satellite's stock rose by 2.05%, reaching 95.39 CNY per share, with a trading volume of 3.395 billion CNY and a turnover rate of 3.06%, resulting in a total market capitalization of 112.798 billion CNY [1]. - The stock has experienced a net inflow of 53.8072 million CNY from major funds, with significant buying activity from large orders, indicating strong investor interest [1]. - Over the past 20 days, the stock price has increased by 10.51%, while it has decreased by 3.65% in the last 5 trading days [1]. Group 2: Financial Performance - For the period from January to September 2025, China Satellite reported a revenue of 3.102 billion CNY, reflecting a year-on-year growth of 85.28%, and a net profit attributable to shareholders of 14.8114 million CNY, which is a 200.48% increase compared to the previous year [2]. - The company has distributed a total of 1.383 billion CNY in dividends since its A-share listing, with 148 million CNY distributed over the last three years [3]. Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders for China Satellite reached 160,500, an increase of 27.12% from the previous period, while the average number of tradable shares per shareholder decreased by 21.33% [2]. - The top circulating shareholders include various ETFs, with notable changes in holdings, such as an increase in shares held by the Fortune China Defense ETF and a decrease in shares held by the Southern China 500 ETF [3].

Group 1 - The military industry shows resilience with a rebound in the military ETF Huabao (512810), which rose by 1.15% after a drop of 1.7%, recovering both the 5-day and 10-day moving averages, with a trading range of 3.33% [1] - The aircraft sector significantly contributed to this rebound, with leading companies such as AVIC's Aero Engine Corporation and AVIC Control both hitting the daily limit, while companies like Triangular Defense and Tunan Co. saw increases of over 10% [1] - Notably, the military ETF Huabao attracted over 12 million yuan in net inflows on the previous day, indicating a positive shift in market sentiment [1] Group 2 - China Commercial Aircraft Corporation plans to accelerate the production and delivery of the C919 aircraft, targeting the delivery of 28 or more units this year, with two units already in the delivery process [2] - The geopolitical landscape is shifting, with the former EU president stating that US-EU relations are at a low point, prompting Europe to accelerate its defense autonomy and rapidly increase the production of military equipment [2] - Guohai Securities suggests that the military industry is in an upward demand cycle and recommends focusing on opportunities in military trade, commercial aerospace, and large aircraft sectors, while also paying attention to state-owned enterprise reforms [2]

- The report does not contain any specific quantitative models or factors for analysis[1][2][3] - The report primarily focuses on market performance, sentiment, fund flows, ETF premiums/discounts, block trading discounts, and index futures basis rates, but does not detail any quantitative models or factor construction processes[4][5][6] - No formulas or specific quantitative testing results for models or factors are provided in the report[7][8][9]