证券日报网讯 2月12日，信维通信在互动平台回答投资者提问时表示，公司看好商业卫星行业的发展， 正在加快包括卫星直连、地面终端等相关零部件的研发与销售。 （文章来源：证券日报） ...

Core Viewpoint - The company has extensive experience in operating overseas manufacturing bases, with the first one established in Vietnam, which has been expanding to meet the demands of AI smart terminals and commercial satellites [1] Group 1 - The company has been operating an overseas manufacturing base for several years [1] - The first overseas manufacturing base was set up in Vietnam [1] - The scale of the Vietnam base has been continuously expanding in recent years [1] Group 2 - The expansion of the Vietnam base is aimed at fulfilling product demands from clients in AI smart terminals and commercial satellites [1]

Group 1 - The company is optimistic about the development of the commercial satellite industry [1] - The company is accelerating the research and sales of components related to satellite direct connection and ground terminals [1]

Important Matters - Tianqi Mould is planning to acquire equity in Dongshi Co., and will be suspended from trading starting February 6 [1] - Qingniao Firefighting intends to change its stock name to "Qingniao Zhikong" [1] - Nanjin Mining Group plans to invest $30 million to acquire a 10% stake in Eagle Valley Gold [1] - Lanke Technology has set the issuance price for its H-shares at HKD 106.89 per share [1] - Jinfutec intends to acquire 51% stakes in Zhuohui Metal and Lianyi Thermal Energy for 714 million yuan, focusing on liquid cooling products [1] - Jiangfeng Electronics plans to acquire control of Kaide Quartz in cash, becoming its controlling shareholder, with stock resuming trading on February 6 [1] Investment and Operations - Xinwanda's humanoid robot battery is in the R&D and customer engagement phase [1] - Xinyi Sheng expects that revenue from 1.6T related optical module products will further increase by 2026 [1] - Xinwei Communication is expanding cooperation with North American tech clients in AI terminals, commercial satellites, and smart vehicles [1] - Guoxuan High-Tech plans to raise no more than 5 billion yuan through a private placement for a 20GWh power battery project [1] - Kailong High-Tech is entering the embodied intelligence sector, launching the "Huilingjia" series of robots and dexterous hand operation detection equipment, with products still in market development [1] Contracts and Bids - Rongfa Nuclear Power's wholly-owned subsidiary has won a project from China General Nuclear Power Corporation worth 101 million yuan [1]

信维通信（300136.SZ）2月2日在投资者互动平台表示，您好，商业卫星是公司第二增长曲线的重要业 务之一，公司已与多家国内卫星终端公司进行合作，公司可为客户提供包括天线、连接器等在内的产品 解决方案。谢谢！ （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：请问公司在国内得商业卫星，是如何布局得？ ...

（文章来源：证券日报） 证券日报网讯 1月27日，科翔股份在互动平台回答投资者提问时表示，商业卫星领域与公司业务暂无关 联。 ...

Core Viewpoint - The company has established a comprehensive capability system in the aerospace sector, covering research and development, manufacturing, and testing, and maintains long-term stable collaborations with several aerospace research institutes, creating high industry entry barriers [2] Group 1: Product and Capability - The company has developed a mature product standard system, delivery capability, and quality control system, allowing for the continuous reuse and iteration of solutions across different models and projects, leading to long-term customer recognition and an increasing brand influence [2] - The company is focusing on key technology reserves related to commercial satellite demands, particularly in areas such as onboard antennas, single machines and module products, and new technologies like solder-free interconnections, laying the foundation for the mass application of commercial satellites [2] Group 2: Market and Project Collaboration - The company is actively following up on the technical solution upgrades of commercial satellite customers and is deeply involved in product support, having provided core products such as antennas, waveguides, cable components, and connectors for projects like the G60 Qianfan constellation led by Shanghai Yuanxin and the China Star Network GW constellation [2] - The company has accumulated considerable experience in the product support process for previous satellite projects, which provides a competitive advantage in the subsequent phases of these projects as they progress towards mass application [2] Group 3: Cost and Efficiency - The company is continuously enhancing cost efficiency through process optimization and improvements, aiming to increase product cost-performance ratio and delivery capability while meeting the high reliability requirements of the commercial aerospace sector, thus better adapting to the demand for "low cost and high reliability" [2]

Group 1 - The company has gradually developed solutions for 6G communication and commercial satellite fields, including RSMP, RF components, and millimeter-wave connectors [1] - The company is an important supplier of connector products for a major US telecommunications company, referred to as T [1] - The company's solutions span multiple fields, indicating a diversified approach to technology development [1]

Group 1 - The company is gradually developing solutions for 6G communication and commercial satellite fields, including RSMP, RF components, and millimeter-wave connectors [1] - The company is an important supplier of connector products for T Company in the United States, covering multiple sectors [1]

格隆汇1月13日丨信维通信(300136.SZ)在互动平台表示，商业卫星是公司第二增长曲线的重要业务之 一，公司从2021年开始服务于北美大客户，并连续多年是该客户卫星地面终端产品部分零部件的独家供 应商，目前双方合作的产品品类和业务规模持续扩大。另外，公司今年新增另一家北美商业卫星客户， 提供包括天线、连接器等在内的产品解决方案并已出货。公司暂未涉及光通信相关产品。 ...