空天地一体化通信网络
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商业航天再走强!2025年卫星通信相关企业注册量涨近50%
Qi Cha Cha· 2026-01-04 09:06
企查查数据显示,截至1月4日,我国现存6.18万家卫星通信相关企业,区域分布上,华东、华南地区均 现存1.5万家卫星通信相关企业,合计占比47.4%,其次是西南地区,占比13.1%。 (原标题:商业航天再走强!2025年卫星通信相关企业注册量涨近50%) 近日,国家国防科工局党组理论学习中心组召开扩大会议。会议提出,要促进商业航天发展,推动航天 产业化。此前2025年12月26日,上交所发布《商业火箭企业适用科创板第五套上市标准指引》,标志着 商业火箭企业登陆资本市场的通道正式打通、标准全面明确。 根据《中国商业航天产业研究报告》的数据,2025年以来我国完成航天发射87次,其中民营商业火箭企 业执行23次,成功入轨航天器324颗。应用场景持续拓宽,中国电信披露截至 2025 年 11 月,支持直连 卫星功能的手机终端销量超2500 万台。随着卫星物联网商用试验启动、可回收火箭技术迭代,空天地 一体化通信网络加速成型,为数字经济发展注入强劲动能。 企查查数据显示,截至1月4日,我国现存6.18万家卫星通信相关企业,区域分布上,以华东、华南地区 为主,合计占比47.4%;注册量方面,2025年全年,我国累计注册 ...
资金逆势加码这一方向,什么信号?
Zhong Guo Zheng Quan Bao· 2025-10-22 12:53
Group 1: Gold ETF Performance - On October 22, gold ETFs collectively declined due to falling international gold prices, with the top ten decliners all being gold ETFs [4][5] - Despite the significant drop in gold ETFs this week, there is a trend of "buying on dips," with multiple gold ETFs receiving increased capital inflows [2][6] - The specific declines in gold ETFs include: - Gold ETF AU (518860.SH): -4.22% - Bank of China Shanghai Gold ETF (518890.SH): -4.19% - Gold ETF (159934.SZ): -4.13% [5] Group 2: Bond ETF Activity - Several bond ETFs are actively traded, with the Short-term Bond ETF (511360) achieving a transaction volume of 38.747 billion yuan, the highest in the market [10][11] - The turnover rates for the Sci-Tech Bond ETFs from Huatai and Guotai both exceeded 100% [10] Group 3: Market Outlook - Companies are optimistic about the market direction over the next 6 to 12 months, driven by the expansion of profit effects since last year's "9.24" event and the acceleration of medium to long-term capital inflows [12] - Key investment opportunities include the AI industry chain, resilient external demand, and financial sectors amid active capital markets [12][9]