Market Performance - On September 16, the communication equipment sector rose by 0.98% compared to the previous trading day, with Meilixin leading the gains [1] - The Shanghai Composite Index closed at 3861.87, up 0.04%, while the Shenzhen Component Index closed at 13063.97, up 0.45% [1] Top Gainers in Communication Equipment Sector - Meilixin (301307) closed at 40.38, up 20.00% with a trading volume of 269,600 shares and a transaction value of 1.032 billion [1] - Dekeli (688205) closed at 105.60, up 10.69% with a trading volume of 137,100 shares and a transaction value of 1.361 billion [1] - Changfei Fiber (688109) closed at 95.65, up 10.01% with a trading volume of 200,000 shares and a transaction value of 1.832 billion [1] - Cambridge Technology (603083) closed at 119.90, up 10.00% with a trading volume of 500,300 shares and a transaction value of 5.905 billion [1] Top Losers in Communication Equipment Sector - ST Gaohong (000851) closed at 0.57, down 5.00% with a trading volume of 35,400 shares and a transaction value of 2.0192 million [2] - Shijia Photon (688313) closed at 68.59, down 3.19% with a trading volume of 380,000 shares and a transaction value of 2.604 billion [2] - Dongxin Peace (002017) closed at 26.16, down 2.39% with a trading volume of 364,200 shares and a transaction value of 0.952 billion [2] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 2.657 billion from institutional investors, while retail investors saw a net inflow of 2.304 billion [2][3] - Major stocks like ZTE (000063) had a net inflow of 680 million from institutional investors, while it faced a net outflow of 281 million from speculative funds [3] - Light Speed Technology (002281) had a net inflow of 370 million from institutional investors but a net outflow of 172 million from speculative funds [3]

格隆汇9月16日丨天邑股份(300504.SZ)在互动平台表示，公司目前没有产品用于数据中心建设，也没有 计划在大邑县建设数据中信。 ...

Core Viewpoint - The announcement highlights that the company's subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has received a temporary use license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant milestone in the company's development in the civil aviation sector [1] Group 1 - The product, VCS8800, is independently developed by the company and achieves domestic self-control, demonstrating high reliability with system availability exceeding 99.999% [1] - The acquisition of the temporary use license signifies another core product of the air traffic control system has achieved an important breakthrough, following the certification of the recorder [1] - This development enhances the company's brand image and industry position in the civil aviation field, laying a solid foundation for future product sales, deployment, and large-scale application [1] Group 2 - The strategic significance of this achievement is substantial for the long-term development of the company's civil aviation business [1]

Core Viewpoint - The announcement highlights that the company's subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has received a temporary use license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant milestone in the company's product development and industry positioning [1] Group 1 - The VCS8800 voice communication switching system is independently developed by the company, achieving domestic self-control and high reliability, with system availability exceeding 99.999% [1] - The acquisition of the temporary use license signifies a major breakthrough for the company, following the certification of its recorder, enhancing its brand image and industry status in the civil aviation sector [1] - This development lays a solid foundation for future product sales, actual deployment, and large-scale application, which is strategically significant for the long-term growth of the company's civil aviation business [1]

Core Viewpoint - The company has received a temporary usage license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant step in the development of domestic air traffic management technology [1][2] Group 1: Company Developments - The company’s subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has achieved a key milestone with its voice communication switching system, which is crucial for air traffic management [1] - The VCS8800 system developed by the company demonstrates high reliability, with system availability exceeding 99.999% [2] - The acquisition of the temporary usage license enhances the company's brand image and industry position in the civil aviation sector, laying a solid foundation for future product sales and deployment [2] Group 2: Industry Context - The air traffic management system is a central component for ensuring the safe and efficient operation of civil aviation, with a strategic focus on domestic control and development [1] - The industry faces a pressing need for domestically produced air traffic control equipment, particularly in meeting the extreme safety, reliability, and airworthiness requirements set by civil aviation [1] - The temporary usage license is a mandatory credential for products entering the civil aviation market, essential for obtaining formal usage licenses [1]

Core Viewpoint - The company has received a temporary usage license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant step in the development of domestic air traffic management technology [1][2] Group 1: Company Developments - The company’s subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has achieved a key milestone with its voice communication switching system, which is crucial for air traffic management [1] - The VCS8800 system developed by the company demonstrates high reliability, with system availability exceeding 99.999% [2] - The acquisition of the temporary usage license enhances the company's brand image and industry position in the civil aviation sector, laying a solid foundation for future product sales and deployment [2] Group 2: Industry Context - The air traffic management system is a central component for ensuring the safe and efficient operation of civil aviation, with a strategic focus on domestic control and development [1] - The industry faces a pressing need for domestically produced air traffic control equipment, particularly in meeting the extreme safety, reliability, and airworthiness requirements of civil aviation [1] - The temporary usage license is a mandatory credential for products entering the civil aviation market, essential for obtaining formal usage licenses [1]

Core Viewpoint - The company announced that its subsidiary, Jiaxun Zhihang, has received a temporary usage license for its voice communication switching system VCS8800 from the Civil Aviation Administration of China, valid until September 9, 2027 [1] Group 1 - The VCS8800 system is recognized for its compliance with aviation communication standards [1] - The temporary usage license indicates regulatory approval, which may enhance the company's market position in the aviation sector [1] - The license's validity until 2027 suggests a long-term opportunity for the company to operate and potentially expand its services [1]

Core Viewpoint - Wanma Technology (300698) is focused on providing network connectivity and data closed-loop solutions for the smart industry, including smart vehicles, but does not currently offer products directly applicable to unmanned aerial vehicles [1] Group 1: Company Products and Services - The company is committed to offering cloud solutions/services necessary for autonomous driving research and development to manufacturers [1] - Current products do not include communication devices or software specifically for unmanned aerial vehicles [1] - The company's capabilities in 5G high-quality connectivity solutions, eSIM, and edge computing can be applied to the low-altitude economy sector [1]

Core Viewpoint - Wanma Technology (300698.SZ) is focused on providing network connectivity and data closed-loop solutions for the smart industry, including smart vehicles, and offers cloud solutions/services necessary for autonomous driving research and development [1] Group 1 - The company does not currently offer communication devices or related software products directly applicable to unmanned aerial vehicles [1] - The company's capabilities in 5G high-quality connectivity solutions, eSIM, and edge computing can be applied to the low-altitude economy sector [1]

Group 1 - The company focuses on providing network connectivity and data closed-loop solutions for smart industries, including smart vehicles [1] - The company offers cloud solutions/services necessary for autonomous driving research and development to manufacturers [1] - Currently, the company's products do not include communication devices or software specifically for unmanned aerial vehicles, but its capabilities in 5G connectivity solutions, eSIM, and edge computing can be applied to the low-altitude economy [1]