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久之洋:公司已与客户签订了关于星间激光通信核心部件光纤放大器和捕跟相机的销售合同
Mei Ri Jing Ji Xin Wen· 2025-12-15 09:17
每经AI快讯,有投资者在投资者互动平台提问:星间激光通信是太空算力的重要环节,请问公司在星 间激光通信领域进展如何?在极光星座中是否已经有了落地实践? (文章来源:每日经济新闻) 久之洋(300516.SZ)12月15日在投资者互动平台表示,目前公司已与客户签订了关于星间激光通信核 心部件光纤放大器和捕跟相机的销售合同。其中,光纤放大器在甲方众多供应商集中比测中,各指标均 名列前茅。 ...
12月4日主题复盘 | 指数缩量震荡,机器人大反弹,航天持续强势,国产芯片也有资金关注
Xuan Gu Bao· 2025-12-04 08:34
Market Overview - The market experienced a rebound after a dip, with the ChiNext Index rising over 1%. Notable gains were seen in the robotics sector, with stocks like Dayfa Precision and Julun Intelligent hitting the daily limit. The commercial aerospace sector remained active, with companies like China Satellite and Aerospace Machinery also reaching their limits. However, the consumer sector declined, with companies like Tongqinglou hitting the limit down. Overall, nearly 3,900 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 1.56 trillion [1]. Key Highlights Robotics Sector - The robotics sector saw significant gains, with companies like Ruineng Technology and Junya Technology hitting the daily limit. The sector's strength was bolstered by reports of U.S. Commerce Secretary Raimondo's meetings with robotics CEOs, indicating strong governmental support for the industry. This follows a trend where robotics is becoming a key competitive area globally, similar to artificial intelligence. Overnight, U.S. stocks in the robotics sector surged, with iRobot up nearly 74% and Tesla rising about 4.1% [4][5]. - Goldman Sachs noted that the U.S. needs substantial investment to catch up in the robotics sector, with financing expected to reach $2.3 billion by 2025, doubling from the previous year. The global humanoid robot market is projected to reach $38 billion by 2035 [6]. - Citibank highlighted that leading manufacturers are accelerating production, predicting a significant increase in global humanoid robot capacity by 2026, with Chinese supply chain companies expected to see their revenues more than double [6]. Aerospace Sector - The aerospace sector continued its strong performance, with Aerospace Machinery hitting the limit up for the second consecutive day. Other companies like Sichuan Jinding and Dongzhu Ecology also reached their limits. Notably, the successful launch of the Zhuque-3 rocket marked a significant milestone in commercial aerospace [7][8]. - OpenAI's founder has expressed interest in building data centers in space, indicating a potential collaboration with a rocket company. This aligns with the growing trend of tech giants exploring space as a new frontier for data processing [7][9]. Domestic Chip Sector - The domestic chip sector showed positive performance, with stocks like Xinjing Road and Lianmei Holdings hitting the daily limit. The upcoming listing of Moore Threads on the Shanghai Stock Exchange is anticipated to further boost the sector [10][11]. Other Notable Trends - The Fujian Free Trade Zone and consumer sectors showed localized activity, while sectors like AI mobile and aquaculture faced declines [12].