商业航天与低空经济
Search documents
“小华为”苏州科达要上天,62岁陈冬根冲上一线
Sou Hu Cai Jing· 2026-02-09 04:44
近日,苏州科达(603660.SH)59岁的总经理陈卫东提出书面辞呈,表示因个人工作原因,申请辞去总 经理职务,辞任后,继续担任上市公司非独立董事。 陈卫东作为总经理的在职时间为2015年8月26日至2026年2月2日,原本任期到2027年9月11日。 截止2026年2月5日,苏州科达市值57.06亿元,陈卫东持股市值超过1亿元。 陈卫东离职后,今年62岁的陈冬根一肩挑起董事长和总经理职位,任期至2027年9月11日。 撰文:程孟瑶丨 出品:瑞财经 职业生涯不用跳槽,还能自己决定何时退休,是一种怎样体验? 目前,陈冬根身兼数职,出任公司董事长、科远软件董事长、上海科法达董事长、上海泓鎏董事、科达 系统集成执行董事、上海璨达董事、睿视科技执行董事、日晷科技执行董事。 01 任职10年零7个月 陈卫东出生于1967年9月,是苏州科达最早的一批员工之一,加入苏州科达之前,他在苏州有线电一厂 干了6年,从工程师做到副总工程师。 1995年4月,苏州有线电一厂和陈卫东等31名自然人共同出资成立了科达通信,陈卫东以核心技术人员 的身份直接进入科达通信高管团队。1995年-2004年,陈卫东先后任科达通信副总经理、董事、总 ...
帮主郑重:2026五大确定性风口!中长线布局就盯这几条赛道
Xin Lang Cai Jing· 2025-12-13 14:53
Core Insights - The article emphasizes the identification of key investment opportunities for the next five to ten years, driven by recent economic meetings and forecasts from top institutions for 2026 [1] Group 1: Key Investment Areas - The first major opportunity is in "Artificial Intelligence and Computing Power," with 2026 expected to be a year of application validation and commercial closure, focusing on profitability rather than investment amounts [3] - The second opportunity lies in the "New Energy and Power System" upgrade, addressing the potential for power shortages due to the explosive growth of AI data centers, which will necessitate a stronger and smarter power system [4] - The third area of focus is "High-end Manufacturing and Cyclical Leaders," where domestic industries are advancing in semiconductor and industrial machinery, creating significant opportunities for domestic replacements [4] Group 2: Emerging Technologies and Demographics - The fourth opportunity involves "Humanoid Robots" and "Commercial Space and Low-altitude Economy," with 2026 marking a critical point for the commercialization of humanoid robots, particularly in logistics and precision manufacturing [5] - The fifth area, often overlooked, is the "Silver Economy," targeting the growing demographic of seniors over 60 years old, with a shift in demand towards quality of life services rather than basic needs [5] Group 3: Strategic Investment Approach - The recommended investment strategy includes focusing on "AI+" and "High-end Manufacturing" as core long-term holdings, while also being aware of cyclical opportunities in energy and metals due to global power tensions [6] - Investors are advised to remain calm amidst market noise, as 2026 will prioritize tangible profits over speculative narratives, necessitating caution with high-valuation themes [6]