今日早盘，A股小幅震荡上扬，科技股继续领涨，科创50指数盘中一度大涨逾5%，再创3年半来新高，创业板指、深证成指、沪深300等也均小幅飘红， 市场成交保持平稳。 光通信、6G、卫星导航、电信服务等相关板块也跟随上扬，三维通信（002115）、博通集成（603068）、启明信息（002232）、星网宇达（002829）等 批量涨停。 消息面，工信部日前印发的《关于优化业务准入促进卫星通信产业发展的指导意见》提出，到2030年，卫星通信管理制度及政策法规进一步完善，手机直 连卫星等新模式新业态规模应用，发展卫星通信用户超千万。 此外，昨日晚间，北京大学王兴军教授、舒浩文研究员和香港城市大学王骋教授联合团队于《自然》在线发表科研成果——他们研制出首款基于光电融合 集成技术的自适应全频段高速无线通信芯片，为6G通信技术实用化奠定了颠覆性的硬件基础。 IMT-2030（6G）推进组近日也在京召开第二十四次专家组会议。为全面推进6G通智融合的应用需求、关键技术、标准方案、系统架构、产业生态等研究 工作，在工信部信息通信发展司的指导下，推进组发起成立6G AI特设组，旨在凝聚产业力量，搭建生态合作平台，推动6G与AI融合创 ...

Market Overview - On August 28, A-shares saw collective gains across the three major indices, with the Shanghai Composite Index up 0.07%, the Shenzhen Component Index up 0.56%, and the ChiNext Index up 1.26% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.8082 trillion CNY, an increase of 619 billion CNY compared to the previous day [1] Semiconductor Sector - The photolithography machine concept stocks experienced a collective rise, with companies like Kaimete Gas, Haili Shares, Maolai Optics, and New Lai Materials showing active trading [3] - The semiconductor sector saw a significant boost, with SMIC's stock price increasing by over 10% [3] - Individual stocks such as Xingwang Yuda and Zhangjiang Hi-Tech hit the daily limit within just 2 minutes of trading [3][12] Company Highlights - Cambrian (688256) reached a new historical high, with its stock price exceeding Kweichow Moutai, trading at 1,484.02 CNY, marking a month-to-date increase of over 100% [7] - Cambrian's total market capitalization reached 615 billion CNY, while Kweichow Moutai's market cap stood at 1.82 trillion CNY [7] - Cambrian reported a revenue of 2.881 billion CNY for the first half of 2025, a year-on-year increase of 4,347.82%, and a net profit of 1.038 billion CNY, indicating a turnaround from losses [12] Financial Performance - Zhangjiang Hi-Tech reported a revenue of 1.704 billion CNY for the first half of 2025, a year-on-year growth of 39.05%, with a net profit of 369 million CNY, up 38.64% [12] - The company announced a dividend plan, proposing to distribute 0.72 CNY per share to shareholders [12] Satellite Communication Sector - Satellite communication concept stocks saw a strong performance, with companies like Chuangyi Information and Zhenlei Technology rising over 10%, and Xingwang Yuda hitting the daily limit within 2 minutes [12] - The Ministry of Industry and Information Technology released guidelines to optimize business access and promote the development of the satellite communication industry, aiming for significant advancements by 2030 [13]

Group 1: Market Performance - The A-share market saw a collective rise in satellite communication concept stocks, with the Satellite ETF increasing by over 2.6% and the Satellite Industry ETF rising by 1.9% [1] - The Satellite Industry ETF tracks the satellite industry index, covering various segments of the satellite industry chain, including manufacturing, launching, and applications [1] Group 2: Policy Developments - On August 27, the Ministry of Industry and Information Technology released guidelines to optimize business access and promote the development of the satellite communication industry, proposing 19 measures [2] - The guidelines aim for over 10 million satellite communication users in China by 2030, highlighting the strategic importance of the satellite communication industry and clear policy direction [2] Group 3: Industry Growth Projections - According to estimates, China's satellite internet market could reach nearly 100 billion yuan in the next five years, while Morgan Stanley projects the global satellite internet market to reach 1 trillion yuan by 2040 [2] - The acceleration of satellite internet construction in China has been notable, with the successful launch of five low-orbit satellites in a short time frame, increasing the total number of satellites launched from 34 to 72 [3] Group 4: Commercial Space Policy - The commercial space sector is seeing detailed support policies, with low-altitude economy classified as a strategic emerging industry, emphasizing the importance of large-scale and high-quality development [4] - Local governments are actively formulating plans and policies to support satellite internet and commercial space initiatives, reflecting a strong commitment to long-term planning [4] Group 5: Technological Advancements - Key technologies such as reusable rockets and low-cost satellites are making progress, which is expected to enhance the enthusiasm for satellite internet network construction [5] - The issuance of licenses is anticipated to boost the short-term enthusiasm for low-orbit satellite internet networking, which is seen as a significant growth area for the entire industry chain [5]

格隆汇8月28日｜A股主要指数走强，创业板指拉升涨逾2%，沪指涨0.46%，深成指涨1.21%。半导体芯 片、稀土永磁、卫星通信、光伏等方向涨幅居前，沪深京三市上涨个股近3600只。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 上证指数 | 3813.57 | +13.22 | +0.35% | | --- | --- | --- | --- | | 000001 | | | | | 创业板指 | 2770.73 | +47.53 | +1.75% | | 399006 | | | | | 深证成指 | 12419.12 | +124.05 | +1.01% | | 399001 | | | | | 科创50 | 1317.53 | +44.98 | +3.53% | | 000688 | | | | | 北证50 | 1545.46 | -4.97 | -0.32 ...

Core Viewpoint - The A-share market for satellite communication concept stocks has seen a collective surge, driven by the Ministry of Industry and Information Technology's new guidelines aimed at promoting the development of the satellite communication industry, targeting over 10 million users by 2030 [1][2]. Group 1: Market Performance - Notable stocks include Chuangyi Information, which rose over 13%, and Zhenlei Technology and Huali Chuantong, both increasing over 10%. Other significant gainers include Xingwang Yuda, Fudan Microelectronics, and Zhenyou Technology, with increases ranging from 6% to nearly 10% [1][3]. - The total market capitalization of leading stocks varies, with Chuangyi Information at 6.064 billion, Zhenlei Technology at 16.8 billion, and Huali Chuantong at 16.5 billion [3]. Group 2: Policy Implications - The new guidelines focus on three main areas: accelerating the development of low-orbit satellite internet, enabling telecom operators to connect terminal devices directly to satellites, and conducting commercial trials for satellite IoT [2]. - The guidelines aim to expand application scenarios for satellite communication, including emergency communication, digital benefits, and integrated innovation, with the potential to create a new trillion-level market [2]. Group 3: Industry Outlook - The satellite communication industry is expected to see a strategic rise, with clear policy direction and ongoing optimization of business access. The issuance of licenses may accelerate, indicating an imminent industry turning point [2]. - Investment opportunities are suggested in areas such as satellite communication service providers, satellite operation and services, satellite manufacturing, and ground equipment manufacturing [2].

Market Overview - A-shares experienced a rise after a low opening on August 28, with the Shanghai Composite Index up by 0.42%, the Shenzhen Component Index up by 1.06%, and the ChiNext Index up by 1.78% [1][2] - Over 2,500 stocks saw an increase in value [1] Index Performance - The Shanghai Composite Index reached a high of 3,817.82 and a low of 3,790.74, with a trading volume of 328.09 billion [2] - The ChiNext Index increased by 3.55% [4] Notable Stocks - Semiconductor stocks led the gains, with notable performers including: - SMIC (Semiconductor Manufacturing International Corporation) up by 9.03% with a market cap of 545.4 billion [5] - Western Superconducting Technologies up by 6.07% with a market cap of 39.5 billion [5] - Cambrian (寒武纪) up by 4.22% with a market cap of 598.2 billion [5] - The highest stock price for Cambrian reached 1,446.99 yuan per share [5] Satellite Internet Sector - The satellite internet sector saw significant gains, with the satellite internet index opening with an increase of over 4% and China Satellite hitting the daily limit [7] - Notable stocks in this sector included: - Chuangyuan Xinke up by 14.26% with a market cap of 4.3 billion [9] - Huali Chuantong up by 13.08% with a market cap of 16.9 billion [9] - The Ministry of Industry and Information Technology released guidelines to promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030 [8][10] Hong Kong Market - The Hong Kong stock market opened lower, with the Hang Seng Index and Hang Seng Tech Index both dropping over 1% [11] - Meituan's stock fell nearly 9.5% following a significant drop in its Q2 net profit by 89% due to "irrational competition" [12][13] - The new energy vehicle sector also faced declines, with Xpeng Motors down over 4% and Li Auto down over 3% [14]

Market Overview - A-shares opened lower but rose throughout the morning, with the Shanghai Composite Index up 0.42%, Shenzhen Component Index up 1.06%, and ChiNext Index up 1.78% as of the report, with over 2500 stocks rising [2][3] Index Performance - The performance of major indices includes: - Shanghai Composite Index: 3816.45 (+16.10, +0.42%) - Shenzhen Component Index: 12425.98 (+130.91, +1.06%) - ChiNext Index: 2771.70 (+48.50, +1.78%) - STAR Market 50 Index: 1317.77 (+45.21, +3.55%) [3][4] Leading Stocks - Notable stocks leading the market include: - SMIC: 110.68 (+9.03%, market cap 54.547 billion) - Western Superconducting: 60.84 (+6.07%, market cap 39.5 billion) - Cambrian: 1430.01 (+4.22%, market cap 598.2 billion) [5][6] Satellite Internet Sector - The satellite internet sector showed strong performance, with the satellite internet index opening with a gain of over 4%. Key stocks include: - China Satellite: +10.01% - Xingwang Yuda: +9.99% - Chuangyuan Xinke: +14.26% [8][9] Policy Impact - The Ministry of Industry and Information Technology released guidelines to promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030. The guidelines support telecom operators in developing direct satellite connection services and encourage private sector participation [10] Recent Trends - The satellite internet index has seen a nearly 6% increase this week, with leading stocks like China Satellite and Chuangyuan Xinke showing significant gains [11]

《意见》提出，支持低轨卫星互联网加快发展，带动产业链上下游协同创新，实现全球范围内宽带网络 覆盖；支持电信运营商开展终端设备直连卫星业务，通过共建共享等方式充分利用高低轨卫星资源，加 快推动卫星通信应用由专业领域向大众领域普及延伸；组织开展卫星物联网商用试验，研究设立新型卫 星通信业务，进一步扩大向民营企业开放。 工信部相关负责人表示，推动卫星通信与地面移动通信融合发展，促进卫星通信技术与5G/6G、人工智 能等新一代信息技术互融赋能，有助于构建天地一体的信息通信基础设施，支撑我国网络强国、航天强 国、数字中国建设；鼓励卫星通信产业链上下游协同创新，促进战略性新兴产业集聚发展，有助于推动 构建现代化产业体系，加快形成新质生产力；在偏远地区和自然灾害等极端场景下保持稳定可靠的通信 保障能力，推进数字便民惠民，有助于增进民生福祉，满足人民群众日益增长的卫星通信应用需求。 工业和信息化部近日印发《关于优化业务准入促进卫星通信产业发展的指导意见》，提出到2030年卫星 通信管理制度及政策法规进一步完善，产业发展环境持续优化，各类经营主体创新活力充分迸发，基础 设施、产业供给、技术标准、国际合作等综合发展水平显著提升， ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has released guidelines to optimize business access and promote the development of the satellite communication industry, aiming for over 10 million satellite communication users by 2030 and the integration of satellite communication into the new development framework to support high-quality economic and social development [1][2]. Industry Development - The guidelines are a response to the rapid growth in global satellite launches and advancements in satellite manufacturing and launch capabilities, particularly for low Earth orbit (LEO) satellites, which are becoming the primary focus due to their cost-effectiveness and strong signal transmission [2][3]. - The commercial space sector has been highlighted in government reports as a key driver for the development of the satellite communication industry, with significant market growth expected, projected to reach approximately 40 billion yuan by 2025 [2][3]. Policy Implications - The guidelines aim to enhance the integration of satellite communication with ground mobile communication and new information technologies like 5G/6G and artificial intelligence, fostering a comprehensive information communication infrastructure [4]. - The policy is expected to invigorate market dynamics by supporting state-owned enterprises in developing LEO satellite internet and allowing traditional telecom operators to expand into satellite communication services [4][5]. Market Opportunities - The guidelines encourage private enterprises to explore new satellite communication services, expanding access to satellite network resources and providing more opportunities for private space companies [5]. - The focus on LEO satellite internet is a significant aspect of the policy, with plans for commercial trials to enhance global broadband coverage and reduce communication latency [5][6]. User Impact - The introduction of "mobile direct satellite" communication is anticipated to revolutionize user experience by enabling seamless communication in areas lacking ground network coverage, significantly lowering barriers to access [7][8]. - The cost of satellite communication services is expected to decrease, with consumer-grade satellite communication devices projected to drop in price by over 30% in the next two years, and monthly service fees potentially falling to between 50 and 100 yuan [9][10]. Industry Integration - The integration of satellite communication with various industries, such as industrial internet, vehicle networking, and aviation, is expected to drive productivity transformations and enhance operational efficiency in remote areas [10][11]. - The deployment of LEO satellites will facilitate high-speed internet access on aircraft, potentially eliminating the need for flight mode on mobile devices [11].

Core Viewpoint - The stock market showed positive momentum on August 28, with significant gains in various sectors, particularly semiconductor chips, rare earth permanent magnets, satellite communications, and photovoltaics [1]. Market Performance - The ChiNext Index increased by over 2% as of 10:36 AM [1]. - The Shanghai Composite Index rose by 0.46% [1]. - The Shenzhen Component Index experienced a gain of 1.21% [1]. Sector Highlights - Semiconductor chips, rare earth permanent magnets, satellite communications, and photovoltaics were among the top-performing sectors [1].