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北京丰台积极培育链商生态
Jing Ji Ri Bao· 2025-10-02 22:16
启动国际贸易数字化创新"先丰实验室"、点亮"丰台全球开放地图"、发布数智供应链创新园、达成多项 重大合作……9月上旬,以"链通全球 商聚丰台"为主题的99全球链商节开幕式暨丰台对外开放发展推介 会举办。这是北京市丰台区汇聚全球供应链龙头企业的又一重要举措。 培育链商生态,丰台不仅有"硬实力",更有"软环境"支撑。记者了解到,丰台积极打造"外资外贸企业 一站式服务"窗口和"政务服务绿通卡",深入实施"营商环境十二条"政策,全面推进一体化综合监管。 依托北京丰台法务区、国际人才港等优质资源,强化知识产权、法律、政务、人才引培、资源链接、政 企沟通等全周期全链条服务体系建设。"丰宜服务"的品牌温度,成为丰台吸引企业的"金字招牌"。 在数字经济与开放发展的浪潮中,怎样通过全球供应链合作赋能产业发展、激发经济活力?近年来,北 京丰台通过一系列创新举措串联产业链上下游资源,构建区域协同运作体系。"丰台始终将发展数字经 济、培育链商生态作为高质量发展的战略支点,全力构建'政策引领、平台支撑、要素集聚'的发展生 态。"丰台区委书记王少峰表示,丰台正以更大力度推进对外开放,聚焦数字贸易、跨境供应链等重点 领域,打造国际化合作平 ...
中信科移动发布“九万里计划2.0”助力星地融合网络建设
Xin Hua Wang· 2025-10-02 07:11
Core Viewpoint - The launch of the "Nine Thousand Miles Plan 2.0" by China Information and Communication Technology Group aims to promote the large-scale application of satellite internet in China through collaboration with various partners in the industry [1] Industry Summary - The domestic satellite internet industry is currently in its early development stage, with significant market potential [1] - The plan emphasizes the integration of satellite internet with terrestrial 5G/6G networks, exploring a multi-network collaborative communication model [1] Company Summary - China Satcom has established a complete self-controlled capability and a comprehensive product lineup covering satellite base stations, phased array antennas, ground gateways, dedicated terminals, core networks, network management systems, and testing instruments [1] - The company is a subsidiary of China Information and Communication Technology Group and serves as the main entity for the mobile communication industry and the leading enterprise for 5G commercialization in China [1]
“江畔论道 共绘出海新蓝图——对话新出海未来独角兽活动”在五象新区举行
Sou Hu Wang· 2025-09-30 08:11
Group 1 - The event "Dialogue on New Outbound Future Unicorns" was held in the Guangxi ASEAN Cross-border E-commerce Headquarters Base, focusing on AI, cross-border e-commerce, and new outbound strategies [1][3] - The Five Xiang New Area is seizing multiple opportunities to cultivate new productive forces and develop key industrial clusters, enhancing cooperation with ASEAN [3][4] - The investment promotion bureau of the Five Xiang New Area introduced its business environment and development policies in AI, cross-border e-commerce, and low-altitude economy [3] Group 2 - Representatives from companies in intelligent manufacturing, satellite internet, AI, and smart healthcare shared their outbound experiences and strategic insights [4] - The event facilitated deep interactions among participants regarding capital cooperation, industrial connections, and policy implementation, strengthening trust and cooperation between government and enterprises [4] - The Five Xiang New Area is becoming a strategic highland for new outbound enterprises, leveraging its geographical advantages and policy benefits [4]
航天电子(600879):中小型无人机市场空间广阔,商业航天带来新增量
Orient Securities· 2025-09-29 08:42
Investment Rating - The report assigns a "Buy" rating to the company for the first time, with a target price of 13.20 CNY based on a 55x adjusted average valuation for comparable companies in 2026 [3][5]. Core Insights - The small and medium-sized drone market has significant growth potential, driven by the demand for unmanned combat systems in the military trade market [8][17]. - The company is a leader in the military small and medium-sized drone sector, with strong electronic information capabilities, and is expected to benefit from both domestic and international demand [9][10]. - The company has developed the "Hongzhan" unmanned equipment management system, which is anticipated to lead new trends in unmanned combat [8][9]. Financial Forecast and Investment Recommendations - The company is projected to have earnings per share (EPS) of 0.17, 0.24, and 0.32 CNY for the years 2025, 2026, and 2027 respectively [3]. - Revenue forecasts for 2021-2023 are 18,727 million CNY, 14,280 million CNY, and 15,651 million CNY, with a growth rate of 7.2% in 2023 [4]. - The company’s net profit attributable to the parent company is expected to reach 1,042 million CNY by 2027, reflecting a growth rate of 29.2% [4]. Market Trends and Opportunities - The demand for small and medium-sized drones is expected to expand significantly due to their low cost and high efficiency, particularly in modern warfare scenarios [19][21]. - The commercial space sector is in a rapid growth phase, with the company positioned to benefit from increased satellite launches and the development of low-orbit satellites [10][11]. - The traditional business segments are expected to recover as the defense market improves, with a focus on missile, satellite, and rocket components [8][11]. Competitive Advantages - The company has a comprehensive range of drone products, including the FH-901 loitering munition, which boasts superior performance and collaborative combat capabilities [27][32]. - The company’s drones are designed for various military applications, with a focus on electronic information integration and system capabilities [30][31]. - The FH-901 loitering munition is noted for its long endurance and high explosive power, making it competitive against international counterparts [32][33].
卫星互联网建设提速,产业链竞相布局
3 6 Ke· 2025-09-28 23:59
Core Viewpoint - China's satellite internet construction is accelerating significantly, with recent successful launches of satellite internet technologies indicating a robust growth trajectory in the industry [1] Industry Summary - The first generation of "satellite internet firewall" payload developed by Beijing University of Posts and Telecommunications was successfully launched on September 5, followed by the successful launch of a satellite internet technology experimental satellite on September 16 [1] - Industry institutions estimate that by 2030, the market size for China's satellite internet manufacturing, ground equipment, and service sectors could reach hundreds of billions of yuan [1] - Various listed companies across the industry chain are actively positioning themselves to capitalize on the emerging opportunities presented by the satellite internet market [1] Challenges Summary - Despite the promising outlook for the satellite internet industry, it currently faces multiple challenges, including technological, standardization, regulatory, and ecological issues [1] - Collaboration among upstream and downstream enterprises in the industry chain, as well as relevant regulatory authorities, is essential to address these challenges effectively [1]
【财联社早知道】事关固态电池!我国科学家在聚合物电解质领域取得重要进展,机构称固态电池正加速从实验室走向产业化
财联社· 2025-09-28 10:52
Group 1 - The article highlights significant advancements in solid-state battery technology by Chinese scientists, indicating that solid-state batteries are accelerating from laboratory research to industrialization. A specific company has successfully positioned itself with lithium cobalt oxide and lithium-rich manganese-based cathode materials, catering to top domestic automakers and battery clients such as BYD and FAW [1] - The successful launch of low Earth orbit satellites for internet connectivity marks a new phase in satellite internet construction, with a company focusing on creating a comprehensive commercial space industry chain that includes satellite research, manufacturing, launching, and operation [1] - A company has made forward-looking investment arrangements in high-growth areas such as GPU, AI, and advanced packaging testing, holding shares in firms like Muxi Technology, Moore Threads, and Suiruan Technology [1]
计划每年发射1-2颗卫星 鸿擎科技与之江实验室等共同发布“橄榄叶计划”
Zhong Zheng Wang· 2025-09-26 03:18
Core Viewpoint - Hongqing Technology, in collaboration with various institutions, has launched the "Olive Leaf Plan" to create an open, inclusive, and sustainable global space ecosystem, aiming to lower the barriers to space access for more research institutions and innovative teams [1] Group 1: Olive Leaf Plan - The plan involves launching 1-2 scientific experimental satellites annually to conduct space science payload tests and validate space intelligent applications [1] - The initiative emphasizes the importance of open sharing, long-term value, and the common interests of humanity in technological advancements [1] Group 2: Company Focus and Achievements - Hongqing Technology specializes in low-orbit broadband satellite internet construction and has developed several core satellite components, including a permanent magnet Hall thruster, high-performance onboard computers, and lightweight flexible solar wings [1] - The company’s self-developed "Honghu" series communication satellites have consistently received complete satellite orders from domestic constellation operators [1]
中国银河证券:卫星互联网出海进程加速 相关产业链发展喜人
智通财经网· 2025-09-26 01:49
通宇通讯Macro WiFi产品批量出海,行业出海品类再拓展 智通财经APP获悉,中国银河证券发布研报称,通宇通讯(002792.SZ)同澳大利亚客户正式签署Macro WiFi产品批量采购协议,订单数量1000副。该行认为此次通宇通讯Macro WiFi产品的出海,扩充了卫星 互联网行业的出海品类,实现从"技术创新"到"海外输出"的进化,高可靠性+成本可控的技术及产业链 优势逐步明晰。全球化是巨型低轨卫星星座的重要特征,我国卫星互联网产业链构建较为完善,且全球 化布局能力较强。该行预计随着我国卫星互联网组网完整度的进一步加强,全球化市场将在当前基础上 实现较快增长,我国卫星互联网产业链相关厂商具备较大发展潜力。 Macro WiFi是通宇通讯专为偏远地区设计的远距离无线通信解决方案,适用于农场、山区和矿区等无网 络覆盖环境。产品采用高增益双波束天线阵列和内置带外滤波器,能有效减少信号干扰,具备2公里超 远距离传输和200个以上用户同时接入能力,并支持接入卫星网络,如StarLink网络等。该订单是Macro WiFi产品在海外实现规模化商用的重要范例,不仅验证了该产品在海外市场的竞争力和商用可行性, 也为该 ...
中信科移动发布“九万里计划2.0” 推动星地融合网络建设迈入新阶段
Zhong Zheng Wang· 2025-09-25 14:01
Core Viewpoint - The "Nine Thousand Miles Plan 2.0" launched by China CITIC Mobile marks a significant upgrade in the satellite internet industry, aiming to enhance the construction of satellite-ground integrated networks and accelerate the high-quality, large-scale application of satellite internet in China [1][2] Group 1: Plan Overview - The "Nine Thousand Miles Plan" aims to collaborate with various partners, including operators, commercial aerospace, the communication industry chain, universities, and research institutions, to promote seamless global coverage of satellite-ground integrated networks [1] - The plan builds on previous technological accumulation, scenario validation, and ecosystem development, further deepening industrial collaboration and application expansion [1] Group 2: Technological and Product Development - China CITIC Mobile has established a complete product sequence and autonomous controllable capabilities across the entire satellite internet industry chain, including satellite base stations, phased array antennas, ground gateways, dedicated terminals, core networks, network management systems, and testing instruments [2] - The company provides end-to-end technology and engineering services, supporting the planning, construction, and operational optimization of satellite networks [2] Group 3: Application and Integration - The integration of satellite internet with terrestrial 5G/6G networks is being explored to create a multi-network collaborative communication model that meets high capacity and reliability demands in urban hotspots while addressing connectivity gaps in remote and emergency scenarios [2] - This model aims to deliver comprehensive service capabilities characterized by wide coverage, resilience, and sustainable evolution, facilitating large-scale applications in key sectors such as IoT, marine, and aviation [2]
“星地融合·星耀未来--卫星互联网产业发展论坛”在北京成功举行
Zheng Quan Ri Bao Wang· 2025-09-25 12:30
Core Viewpoint - The 2025 China International Information and Communication Exhibition highlights the launch of the "Nine Thousand Miles Plan 2.0" by China Satcom, aiming to enhance the satellite internet industry through collaboration and innovation in various application scenarios [1][3]. Group 1: Event Overview - The exhibition took place from September 24 to 26, 2025, at the National Convention Center in Beijing, featuring a forum on satellite internet development [1]. - The forum was hosted by China Information Communication Technologies Group and other key laboratories, with participation from industry leaders [1]. Group 2: "Nine Thousand Miles Plan 2.0" - The plan focuses on deepening industrial collaboration and application expansion based on prior technological accumulation and ecosystem development [1]. - It aims to create a collaborative platform involving various enterprises across the satellite internet value chain, including satellite payloads, communication chips, and terminal applications [1]. - The initiative seeks to drive industry value enhancement through technological upgrades and promote deep integration across government, industry, academia, research, and application sectors [1]. Group 3: Low Altitude Intelligent Network - A white paper on "Low Altitude Intelligent Network Scenarios and Key Technologies" was released, outlining the relationship between low altitude networks and the low altitude economy [2]. - The white paper details typical application scenarios and key technology requirements, proposing a system architecture for multi-layered intelligent networks [2]. - It emphasizes that low altitude intelligent networks will be crucial for supporting digital transformation across various fields and driving high-quality development of the low altitude economy [2]. Group 4: Standardization and Product Development - China Satcom is actively promoting the construction of a standard system for satellite-ground integration, achieving significant breakthroughs in standardization research [3]. - The company has established a comprehensive product line covering the entire satellite internet industry chain, providing end-to-end technical and engineering services [3]. - The integration of satellite internet with terrestrial 5G/6G networks is being explored to create a multi-network collaborative communication model [3].