沪指缩量上涨0.09%录得K线11连阳、创指跌超1%，商业航天概念再度爆发。锋龙股份、大业股份6连板，泰尔股份5连板，一图看懂>> 日 西安 W F I ( ) | 日 | T X TAL CON X I 注于星上实时处理、雷达信号处理等领域的自主芯片研发，已完成星上光学選感图像处 理芯片、SSD 安全存储控制芯片等研发,且其 eMMC 存储控制器芯片实现 100% 国 产化闭环并在民用市场批量出货 烽火通信 公司拟与联通战新基金、湖北省引导基金等共设湖北烽火创业投资基金,围绕光通信、 半导体、商业航天等新一代信息技术投资布局 顺灏股份 公司持有北京轨道辰光科技19.30%股份,标的主要业务是通过将第力卫星发射至晨昏 轨道,组建太空数据中心,为客户提供算力服务。 长江通信 5天3板 低轨卫星通信是公司重点开拓的新行业之一,公司背靠中国信科,其在星地融合标准制 定上发挥了突出的贡献,自R18开始首次实现中国在3GPPNTN的标准立项,目前已累 计牵头16项,是全球牵头卫星NTN立项最多的公司 乐凯胶片 中国航天科技集团旗下,2025年公司占据航空遥感胶片市场65%份额,军工采购领域 占比达41%,仍是国内航天感 ...

Group 1: Overseas Communication Business - In the first half of 2025, the overseas communication business generated revenue of CNY 238.13 million, maintaining steady growth [1] - The company established localized sales offices in over 30 countries and built regional spare parts centers in key markets to enhance customer satisfaction [1] - The company is expanding its channel construction efforts, targeting different needs of regional operators and industry clients, while combining its own brand with ODM [1] Group 2: Internet Marketing Business - In the first half of 2025, the internet marketing business revenue was CNY 3,980.75 million, a year-on-year decline of 25.33% [2] - Measures to address this decline include enhancing operational service capabilities and increasing the proportion of revenue from agency operations [2] - The company developed the AIGC application platform DeepMarket, integrating intelligent dialogue, copy generation, and image/video processing capabilities [2] Group 3: Satellite Communication Operations - The satellite communication operations generated revenue of CNY 93.46 million in the first half of 2025, reflecting a year-on-year growth of 12.5% [2] - The company is enhancing satellite frequency resources and developing a comprehensive satellite network to meet increasing customer connectivity demands [2] - Investment in the SeaCube platform aims to innovate and integrate smart marine applications and data [2] Group 4: Communication Facility Operations - The communication facility operations achieved revenue of CNY 86.65 million in the first half of 2025, with a year-on-year increase of 12.59% [2] - The company manages over 10,000 existing sites, focusing on asset management and improving operational efficiency [2] - This business model provides stable cash flow and is less affected by macroeconomic fluctuations, supporting long-term revenue stability [2]