每经头条（nbdtoutiao）——展望"十五五" | 专访黄群慧：既要重视AI赋能千行百业，也要考量其对就业 的替代效应和带来的收入极化 （记者 曾健辉） 每经AI快讯，航天宏图（SH 688066，收盘价：22.89元）11月21日晚间发布公告称，公司第四届第十三 次董事会会议于2025年11月21日在北京市海淀区杏石口路益园文化创意产业基地A区1号楼5层会议室以 现场与通讯表决相结合的方式召开。会议审议了《关于修订公司部分管理制度的议案》等文件。 2024年1至12月份，航天宏图的营业收入构成为：卫星应用占比100.0%。 截至发稿，航天宏图市值为60亿元。 ...

Core Viewpoint - The announcement indicates that the company, Zhongke Xingtou, plans to enter into a procurement contract with its affiliate, Zhongke Satellite Information, for the design of communication satellite attitude control and power supply subsystems, with an expected amount of 11.4037 million yuan [1] Group 1: Transaction Details - The procurement contract is valued at 11.4037 million yuan [1] - The transaction does not constitute a major asset reorganization and is free from significant legal obstacles [1] - The related party transaction has been approved by the company's third board of directors and supervisory board meetings, and does not require submission to the shareholders' meeting for approval [1]

Core Viewpoint - The company is establishing an Artificial Intelligence Satellite Application Technology Center in Shenzhen, aiming to realign its aerospace business and integrate AI technologies with satellite applications [1] Group 1: Company Overview - The company’s wholly-owned subsidiary, Honghang Technology (Shenzhen) Co., Ltd., will focus on intelligent decision-making using satellite remote sensing data and AI data processing [1] - Honghang Technology is a high-tech enterprise specializing in research, sales, and services related to aerospace technology and satellite application technology [1] - Since its establishment, Honghang Technology has successfully developed and launched 12 "Golden Bauhinia" satellites and collaborated on the development of 100 remote sensing CubeSats [1] Group 2: Business Development - The new center will promote brain-like chips and digital twin autonomous cognitive satellite AI upgrades [1] - The focus will also include quantum collaborative computing for satellite constellations, emphasizing autonomous control and fault tolerance [1] - The experience and expertise gained from the "Golden Bauhinia" satellites will facilitate the integration of AI technologies into the aerospace industry, creating broader market opportunities in the commercial aerospace sector [1]

Core Insights - The company, Interstellar Aerospace Technology (01725), announced the establishment of an Artificial Intelligence Satellite Application Technology Center in Shenzhen, China, through its wholly-owned subsidiary, Honghang Technology (Shenzhen) Co., Ltd. This center aims to realign its aerospace business [1] - The center will focus on three main areas: (i) intelligent decision-making using satellite remote sensing data and AI data processing and analysis; (ii) upgrading satellite AI for autonomous operation through brain-like chips and digital twins; and (iii) quantum collaborative computing for satellite constellations, emphasizing autonomous control and fault tolerance [1] - Honghang Technology is a high-tech enterprise specializing in research, sales, and services, with a business scope that includes aerospace technology, satellite application technology, technical services, consulting, and network information technology development [1] - Since its establishment, Honghang Technology has successfully developed and launched 12 "Golden Bauhinia" satellites and collaborated on the development of 100 remote sensing CubeSats, which have been applied in various projects related to agricultural monitoring, environmental protection, transportation, and smart city construction [1] - The new AI satellite application initiative aims to leverage the experience and expertise gained from the "Golden Bauhinia" satellites to foster deeper integration of AI technologies within the aerospace industry, thereby expanding market opportunities in the commercial aerospace sector [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 USPACE Technology Group Limited 洲 際 航 天 科 技 集 團 有 限 公 司 （ 於開曼群島註冊成立之有限公司） （股份代號：1725） 自願性公告 港航科為一家專注於研發、銷售、服務為一體的高新技術企業。主要業務範圍包 括航天技術、衛星應用技術、技術服務、技術諮詢、空間技術解決方案的設計以 及網絡信息技術開發等。 港航科自成立以來已研發並成功發射了12顆「金紫荊」衛星，且聯合研發並制造了 100 顆遙 感立方星 。該等「金紫 荊」衛星已應 用於在不同 城市的多 個農業監 測、環 境保護、交通運輸，以及智慧城市建設項目中。 基於「金紫荊」衛星所積累的經驗與專業技術，港航科佈局人工智能衛星應用，旨 在將人工智能新技術與航天產業的更深層次協同與融合，為商業航天領域帶來更 廣闊的市場空間。 本公司股東及潛在投資者於買賣本公司股份時務請審慎行事。 港航科設立深圳人工智能衛星應用 ...

Company Changes - The company announced the resignation of its Chief Financial Officer, Wang Yixiang, due to work adjustments, while he will continue to serve as Deputy General Manager, Director, and Secretary of the Board [1] - Liu Dongli has been appointed as the new Chief Financial Officer, following the nomination by the General Manager and approval from the Board's Nomination and Audit Committees [1] Financial Performance - For the year 2024, the company's revenue composition is entirely from satellite applications, accounting for 100% of its revenue [1] - The company's market capitalization is currently valued at 8.1 billion yuan [1]

10月27日，盟升电子涨5.08%，截至发稿，报35.98元/股，成交1.23亿元，换手率2.08%，总市值60.42亿 元。 截至发稿，曹思累计任职时间11年157天，现任基金资产总规模4.71亿元，任职期间最佳基金回报 107.3%， 任职期间最差基金回报3.06%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，中邮基金旗下1只基金重仓盟升电子。中邮核心科技创新灵活配置混合（000966）二季度持 有股数3.5万股，占基金净值比例为1.86%，位居第六大重仓股。根据测算，今日浮盈赚取约6.09万元。 中邮核心科技创新灵活配置混合（000966）成立日期2015年2月11日，最新规模8080.47万。今年以来收 益29.68%，同类排名3058/8226；近一年收益31.44%，同类排名2570/8099；成立以来收益64.3%。 中邮核心科技创新灵活配置混合（000966）基金经理为曹思。 资料显示，成都盟升电子技术股份有限公司位于四 ...

Core Viewpoint - The article highlights the recent movements of social security funds in the A-share market, revealing that they have newly entered the top ten circulating shareholders of 63 companies in the third quarter of 2025, indicating a strategic investment shift towards certain sectors and companies [1]. Group 1: New Holdings by Social Security Funds - Social security funds have newly entered the top ten shareholders of companies such as Huace Navigation, Enhua Pharmaceutical, Zhuoyi Information, Huazheng New Materials, Sankeshu, and Xinmei Shares, with each having two new holdings [1]. - A total of 63 companies saw new investments from social security funds, with notable mentions including Dazhu Laser, Zhongke Environmental Protection, Shenhuo Co., Ltd., and others, each having one new holding [1]. Group 2: Financial Performance of Key Companies - Huace Navigation reported a revenue of 2.618 billion yuan for the first three quarters, a year-on-year increase of 15.47%, and a net profit of 493 million yuan, up 26.41% [4]. - Enhua Pharmaceutical achieved a revenue of 4.471 billion yuan, reflecting a 7.85% year-on-year growth, and a net profit of 1.106 billion yuan, which is an 8.42% increase [5]. - Dazhu Laser's revenue for the first three quarters reached 12.713 billion yuan, marking a 25.51% increase, while its net profit was 863 million yuan, a decrease of 39.46% [6]. Group 3: Sector Insights - The sectors represented by the newly invested companies include satellite applications, chemical preparations, industry application software, electronic components, coatings, and network television, indicating a diverse investment strategy by social security funds [2][3]. - The pharmaceutical sector, particularly CNS (central nervous system) drugs, is highlighted as having significant market potential, with Enhua Pharmaceutical's pipeline being compared to overseas blockbuster products [5].

川发引领资本将组织协调四川发展(控股)公司体系内及区域内优质企业与盟升电子进行产业对接，加强 业务合作，在通信导航、低空经济、卫星互联网、能源电网、高端元器件、高端制造等领域方向上，充 分发挥双方市场资源能力、产品品牌影响力和服务保障能力，共同优化市场策略，联合进行产品布局， 共同探索合作新机遇，联合开拓新市场。 双方还将充分发挥川发引领资本的资本运作优势和资本运营功能，依托盟升电子在卫星应用技术领域的 链主优势，探索在卫星通信、测控遥控、导航定位和低空经济等重要领域开展多维度资本运作合作，包 括但不限于开展重大产业项目投资、产业链并购投资、创新业务投资、股权投资等方式，推动上市公司 实现外延式高质量发展。 此外，双方也将共同开展科技创新，联合申报国家级、省级科研创新平台和重大科技项目，攻关解决核 心技术难题，推动先进技术成果实现产业化等。 本报讯(记者舒娅疆)10月18日，成都盟升电子技术股份有限公司(以下简称"盟升电子")披露公告，公司 与四川发展引领资本管理有限公司(以下简称"川发引领资本")近日签订《战略合作协议》，为深入贯彻 党中央、国务院和四川省委、省政府关于加快航空航天以及卫星产业高质量发展的决 ...

Core Viewpoint - The strategic cooperation agreement between Alliance Electronics and Sichuan Development Leading Capital aims to leverage both parties' strengths to promote high-quality development in the aerospace and satellite industries [1][3]. Group 1: Strategic Cooperation Agreement - The agreement includes four main areas: industrial resource cooperation, capital operation cooperation, technological innovation cooperation, and talent exchange cooperation [1][2]. - In industrial resource cooperation, Sichuan Development Leading Capital will coordinate quality enterprises within its system to enhance business collaboration with Alliance Electronics in various fields such as communication navigation, low-altitude economy, satellite internet, and high-end manufacturing [1][2]. Group 2: Capital Operation Cooperation - The capital operation cooperation will focus on utilizing Sichuan Development Leading Capital's advantages to explore multi-dimensional capital operations in satellite communication, navigation, and low-altitude economy, including major industrial project investments and mergers and acquisitions [2][5]. Group 3: Technological Innovation Cooperation - Both parties plan to jointly promote the research and breakthrough of common technologies, enhance technological cooperation in their respective fields, and address core challenges in technology [2][3]. Group 4: Talent Exchange Cooperation - The agreement emphasizes strengthening talent exchange through joint training programs, sharing expert resources, and promoting deep collaboration in technical and management innovation [2][3]. Group 5: Share Acquisition - Sichuan Development Leading Capital will acquire 10.5 million shares of Alliance Electronics, representing 6.25% of the total share capital, at a price of 30.90 yuan per share, totaling 324 million yuan [5].