格隆汇8月15日丨久之洋(300516.SZ)在互动平台表示，公司结合自身技术积累，围绕通信在航天领域的 应用进行研究与规划，目前聚焦于星间、星地之间通信载荷的核心部、组件的开发和研制。公司产品已 在卫星通信、遥感遥测等领域实现应用，自主研发的星载光纤放大器（EDFA）、星载短波红外相机等 核心模块已应用于卫星互联网行业，助力低轨道星间激光通信产业快速发展。 ...

（文章来源：每日经济新闻） 久之洋（300516.SZ）8月15日在投资者互动平台表示，公司结合自身技术积累，围绕通信在航天领域的 应用进行研究与规划，目前聚焦于星间、星地之间通信载荷的核心部、组件的开发和研制。公司产品已 在卫星通信、遥感遥测等领域实现应用，自主研发的星载光纤放大器（EDFA）、星载短波红外相机等 核心模块已应用于卫星互联网行业，助力低轨道星间激光通信产业快速发展。 每经AI快讯，有投资者在投资者互动平台提问：公司目前在商业航天和卫星互联网领域主要有哪些技 术和成果？ ...

Core Insights - The successful launch of the "Jili Galaxy" painted Jielong-3 rocket on August 9, 2023, marked the deployment of the fourth satellite in the Jili constellation, which includes the "Qianli Haohan" satellite [2] - The Jili constellation, developed by Jili's subsidiary, focuses on building a global low-orbit satellite communication system for various applications, including smart connectivity, marine fisheries, and emergency communications [2][3] - Jili has strategically invested in the satellite industry, becoming the second global automaker after Tesla to develop both vehicles and satellites, initiating the Jili Future Mobility Constellation project [3] Industry Developments - During the Winter Asian Games, Jili's low-orbit satellites provided essential communication support for vehicle management, enhancing safety and operational efficiency [3] - The Jili constellation aims to expand its satellite communication services in emerging markets with weak communication infrastructure, establishing partnerships with telecom operators in over 20 countries [3][4] - The planned increase of in-orbit satellites to 64 within two months will enable global seamless coverage, excluding the polar regions, facilitating advanced autonomous driving technologies [4]

Summary of Iridium's Conference Call Company Overview - **Company**: Iridium Communications Inc. - **Industry**: Satellite communications, specifically focusing on IoT (Internet of Things) and mission-critical communication services - **Market Position**: Iridium operates the first low earth orbiting satellite system, providing 100% global coverage, primarily for IoT applications today [5][6][11] Core Business and Growth Drivers - **Key Services**: Iridium's services include land, maritime, aviation, and IoT, with a significant portion of business (around 20%) coming from long-term contracts with the US government [6][10][11] - **IoT Focus**: The company is transitioning to a standards-based IoT product, allowing consumer devices to connect to its network without proprietary hardware, expected to launch in 2026 [12][13][14] - **Current Device Count**: Approximately 2 million IoT devices are currently connected, with potential for significant growth if the company becomes a standard solution [28][29] Technological Advancements - **Network Upgrades**: The second-generation network launched in 2019-2020 is designed for flexibility and higher speeds, enabling small devices to send voice and data efficiently [37][39][41] - **Latency Improvements**: Messaging latency is nearly instantaneous, a competitive advantage over other services that experience delays [41][42] Market Opportunities - **Potential Partnerships**: Iridium is exploring partnerships with major companies like Caterpillar and Mercedes, as the automotive industry shows increased interest in satellite technology [19][20][21] - **PNT (Positioning, Navigation, Timing) Services**: The company has developed a unique PNT service that is resistant to GPS jamming and spoofing, with applications in critical infrastructure and potential for significant market growth [45][46][48][49] Financial Outlook - **Revenue Goals**: Iridium aims to reach $1 billion in service revenue within five years, with various growth vectors including IoT, PNT, and government contracts [69][71][73] - **Current Revenue Run Rate**: The company is currently on a revenue run rate of approximately $600 million, with expectations for substantial growth driven by new services and partnerships [69][70] Competitive Landscape - **Complementary Positioning**: Iridium positions itself as complementary to other satellite services like Starlink, focusing on unique offerings rather than direct competition [25][26][75] - **Market Perception**: There is a concern regarding market share loss in government contracts, but the company maintains a strong relationship and believes in the long-term value of its services [76][78][79] Conclusion - **Strategic Vision**: Iridium is focused on expanding its IoT capabilities, enhancing its PNT services, and maintaining strong relationships with government and enterprise clients, positioning itself for significant growth in the satellite communications market [60][62][79]

Core Insights - Huawei's latest smartphones supporting satellite communication have garnered market attention, indicating the maturity of satellite communication technology and its potential for consumer market applications [1][4] - The introduction of satellite communication features in consumer electronics, such as smartphones and vehicles, marks a significant step towards the widespread adoption of satellite communication services [2][4] Group 1: Industry Developments - Huawei's high-end smartphones, Mate 60 Pro and Mate 60 Pro+, can connect directly to Tiantong and Beidou satellites, offering satellite phone, short messaging, and navigation functions [2] - China Telecom has launched a "mobile direct satellite service" compatible with Huawei's new models, while China Mobile has completed the first domestic NR-NTN low Earth orbit satellite simulation verification [2] - The Global System for Mobile Communications (GSA) reported that as of July 2023, eight mobile operators across eight countries have launched commercial satellite communication services, doubling in the past four months [2] Group 2: Product Innovations - Qualcomm announced that its Snapdragon 8 Gen 2 mobile platform will support satellite communication features in smartphones, with expected releases in the second half of 2023 [3] - MediaTek showcased its 3GPP 5G non-terrestrial network technology, supporting bidirectional satellite communication applications in smartphones [3] - Zeekr has launched the world's fastest mass-produced satellite internet passenger vehicle, Zeekr 001 FR, which provides satellite communication capabilities [3] Group 3: Market Maturity - The integration of satellite communication in smartphones and vehicles signifies the maturity of satellite communication services and their expansion into the consumer market [4] - The satellite communication industry chain includes satellite manufacturing, ground equipment, satellite operations, and applications, with a focus on baseband chips, smartphone manufacturers, and satellite manufacturers [4] - The development of satellite communication relies on new technologies, particularly low Earth orbit satellite constellations for internet access [4] Group 4: Emerging Business Models - The successful application of satellite communication in Huawei smartphones is expected to drive a mature supply chain and reduce R&D costs, leading to broader adoption [7] - Mobile direct satellite communication is anticipated to become a primary business model in the satellite internet sector [7] - Companies like Tongyu Communication and Aiguang Technology are actively developing satellite communication technologies and products, indicating a growing interest in this market [7][8]

多位接受《证券日报》记者采访的业内人士表示：卫星通话功能进入大众智能手机，标志着卫星产业链 正逐渐走向成熟。这是新一代卫星通信技术在消费级应用领域迈出的第一步。长远来看，随着卫星通信 技术应用领域的拓展，产业链上下游企业均有望享受行业发展红利。 下游应用领域广阔 近日，华为新款旗舰手机Mate 60 Pro的卫星通话功能亮相之后，受到各界广泛关注。无论是在深山密林 还是海岛大洋，使用卫星通话可实现与外界联系，这对于卫星通信产业的发展具有里程碑意义。 对于全球首款支持卫星通话的消费级智能手机Mate 60 Pro，深度科技研究院院长张孝荣向记者表 示："智能手机卫星通话是技术创新重要突破，也是卫星通信在消费级终端市场迈出的实质性一步，有 望加速卫星通信普及进程。" 据悉，卫星通信技术受到全球各国高度重视。美国在轨卫星数量全球第一，中国拥有的在轨卫星数量排 名第二。根据美国半导体行业协会（SIA）数据，2022年全球卫星产业规模达2811亿美元。 近年来，我国卫星通信产业在政策支持下取得快速发展，运营商、零部件厂商、设备商等产业链上下游 企业积极布局。随着商业化进程的推进，卫星通信未来应用空间被看好。 多家公司深 ...

8月12日，盟升转债盘中下跌2.19%报230.964元/张，成交额4885.45万元，转股溢价率14.26%。 根据最新一期财务数据，2025年1月-3月，盟升电子实现营业收入2111.3万元，同比增加48.01%；归属 净利润-0.15亿元，同比增加30.88%；扣非净利润-0.195亿元，同比增加26.22%。 截至2025年3月，盟升电子筹码集中度非常集中。十大股东持股合计占比49.52%，十大流通股东持股合 计占比49.54%。股东人数6998户，人均流通股2.399万股，人均持股金额89.02万元。 资料显示，盟升转债信用级别为"A"，债券期限6年（本次发行的可转债票面利率为第一年0.20%、第二 年0.40%、第三年0.60%、第四年1.50%、第五年1.80%、第六年2.50%），对应正股名称为盟升电子，转 股开始日为2024年3月18日，转股价20.94元。 可转换债券简称可转债，是一种可以在特定时间、按特定条件转换为普通股票的特殊企业债券，兼具债 权和股权的特征。一般而言，持有人可按照发行时约定的价格将债券转换成公司的普通股票的债券。如 果债券持有人不想转换，则可以继续持有债券，直到偿还期 ...

Group 1 - The U.S. government has begun issuing H20 chip licenses to Nvidia after a delay, following a meeting between Nvidia's CEO Jensen Huang and President Trump [2] - The global industrial robot market is facing challenges, with a 3% decline in new installations last year, totaling approximately 523,000 units. However, China is expected to see a 5% increase in new installations in 2024, raising its global market share from 51% in 2023 to 54% [2][3] - Geely's satellite constellation project aims to deploy 64 satellites within the next two months, achieving global coverage for satellite IoT communication, with a total of 41 satellites already in orbit [4] Group 2 - Zhongchuang Innovation and GAC High Domain have signed a strategic cooperation agreement in the eVTOL sector, focusing on the standardization of power products. The GOVY AirCab, equipped with a high-energy battery from Zhongchuang Innovation, is currently in the certification phase and is expected to enter mass production in the second half of 2026 [4]

Industry Overview - The satellite internet industry is entering a phase of large-scale network construction, with a noticeable acceleration in satellite launches and successful deployments into orbit [1][2] - The development of satellite internet is supported by technological innovations in manufacturing, the use of commercial launch sites, and advancements in reusable rocket technology, which lower launch costs and increase capacity [2] Company Involvement - Companies such as ZTE Corporation, Guangzhou Haige Communication Group, and Guangdong Tongyu Communication are actively participating in the satellite internet ecosystem [2] - Tongyu Communication expects its satellite communication business revenue to exceed 40 million yuan in 2024, driven by the national push for satellite internet network construction [2] - ZTE Corporation is focusing on satellite direct connection technology and has capabilities in planning and designing satellite communication systems, aiming to create a high-speed communication ecosystem [2] - Haige Communication is involved in the Tian Tong satellite communication system and has developed low-altitude communication network products for various applications, including drones and eVTOLs [2] Application and Impact - The acceleration of satellite internet construction is expected to enhance network coverage, increase data transmission speed and stability, and support various applications such as smart cities, autonomous vehicles, and telemedicine [3] - The development of satellite internet will significantly benefit education and healthcare services in remote areas [3]

Core Viewpoint - The article emphasizes the importance of cost control, cash flow management, and employee efficiency in entrepreneurship, suggesting that frugality can lead to greater success in a competitive market [5][6][8]. Group 1: Cost Management - Entrepreneurs are advised to focus on "three cuts": cutting costs, cutting cash flow, and cutting employee efficiency to secure profit margins [5]. - The article highlights that being frugal is crucial, as unnecessary spending can lead to wasted resources, especially when operating with investor funds before achieving profitability [6][8]. Group 2: Investment Strategy - The company plans to invest no less than 1.5 billion in the second half of the year, indicating a strong financial position and commitment to supporting promising projects [12][13]. - The article mentions that the company is actively seeking quality projects for investment, showcasing a proactive approach to identifying potential opportunities [11]. Group 3: Entrepreneurial Support - A learning event is scheduled from September 21-23, where 100 entrepreneurs will explore innovative growth strategies and collaborate on industry challenges [9][16]. - The event aims to facilitate deep connections among entrepreneurs and investors, enhancing understanding of industry dynamics and fostering collaboration [17][24]. Group 4: Industry Focus - The article outlines key sectors of interest, including robotics, smart manufacturing, low-altitude economy, satellite communication, and the intersection of hard technology with consumer products [24]. - Specific case studies and discussions will focus on satellite manufacturing and commercialization, reflecting the company's commitment to advancing technology in these areas [25]. Group 5: Notable Investment Cases - The company has invested in several notable projects, including those in hard technology and smart manufacturing, demonstrating a diverse investment portfolio [18][27]. - The article lists various companies that have received funding, indicating a broad interest in innovative and high-potential sectors [27].