（文章来源：证券日报） 证券日报网讯 2月4日，盟升电子在互动平台回答投资者提问时表示，公司主要产品包括卫星导航、卫 星通信、电子对抗等系列产品。公司卫星导航产品主要为基于北斗卫星导航系统的导航终端设备以及核 心部件产品，如卫星导航接收机、组件、专用测试设备等，目前主要应用于国内特种行业；卫星通信产 品主要为卫星通信天线及组件、卫星通信相控阵天线及组件，目前主要应用于海事、航空等市场；电子 对抗产品主要为雷达对抗，包括末端防御类产品、电子进攻类产品、训练及试验类产品，主要运用于各 个领域及平台的末端防御、诱骗、训练及试验。目前公司产品未应用于手机直连卫星上网。 ...

Group 1 - The core viewpoint of the article is that China Aviation Industry Corporation's subsidiary, Shaanxi Dongfang Aviation Instrument Co., Ltd., is engaged in satellite navigation business, providing satellite navigation products for various types of aircraft, helicopters, and drones [1] Group 2 - The company is involved in the development and supply of satellite navigation systems, indicating a focus on advanced aviation technology [1] - The mention of multiple aircraft types suggests a diversified product offering, which may enhance market competitiveness [1] - The involvement in drone technology indicates alignment with current trends in the aviation industry, particularly in unmanned aerial vehicles [1]

证券日报网讯1月19日，中航机载（600372）在互动平台回答投资者提问时表示，公司的子公司东方仪 器从事卫星导航业务，为多型飞机、直升机、无人机配套卫星导航产品。 ...

Group 1 - The core viewpoint of the article is that AVIC Aircraft (600372.SH) has a subsidiary, Dongfang Instrument, which is engaged in satellite navigation business, providing satellite navigation products for various types of aircraft, helicopters, and drones [1] Group 2 - Dongfang Instrument specializes in satellite navigation, indicating a focus on advanced technology in the aviation sector [1] - The company supports multiple aircraft types, which suggests a diversified product offering and potential for growth in different segments of the aviation market [1] - The involvement in drones highlights the company's alignment with emerging trends in the aerospace industry, particularly in unmanned aerial vehicles [1]

格隆汇1月19日丨中航机载(600372.SH)在投资者互动平台表示，中航机载的子公司东方仪器从事卫星导 航业务，为多型飞机、直升机、无人机配套卫星导航产品。 ...

Core Viewpoint - The company, Alliance Electronics (688311.SH), provides satellite navigation products that offer stable high-precision positioning, speed measurement, and timing functions for carrier platforms, primarily applied in the commercial aerospace sector for rocket control systems [1] Group 1: Product Application - The satellite navigation products are mainly used in rocket control systems, providing critical parameters such as time, position, and speed for rocket flight, orbit insertion, and recovery [1] - The company has collaborated with Blue Arrow Aerospace and Star River Power Aerospace for several years, supplying satellite navigation products for their "Zhuque" and "Gushenxing" rocket series [1] Group 2: Financial Impact - Some orders have been formalized into contracts, although the monetary value of these contracts currently represents a small proportion of the company's total revenue [1] - The company commits to strictly adhering to relevant regulations regarding information disclosure [1]

Core Viewpoint - The Shanghai Stock Exchange has released guidelines for commercial rocket companies to issue IPOs on the Sci-Tech Innovation Board, providing a pathway for these companies to access capital markets and support technological innovation in the aerospace sector [1][2]. Group 1: Guidelines for Commercial Rocket Companies - The guidelines specify that commercial rocket companies must demonstrate significant technological advantages, including the successful launch of a medium to large reusable rocket payload into orbit as a milestone achievement [1][2][3]. - Companies are required to have relevant qualifications for research and manufacturing, and must obtain launch permits before conducting rocket launches [3]. - The guidelines emphasize the importance of market positioning, requiring companies to have a clear target market and a competitive edge over rivals, along with a feasible commercialization plan [3][4]. Group 2: Industry Context and Strategic Importance - The commercial aerospace sector is recognized as a strategic emerging industry in China, with significant government support reflected in recent economic work reports and action plans aimed at enhancing the development of commercial space capabilities [6][7]. - There are currently over 20 commercial rocket companies in China, many of which have successfully launched solid or small liquid rockets, indicating a growing industry [6][7]. - The commercial rocket industry is seen as crucial for the development of satellite constellations and overall high-quality growth in the commercial aerospace sector, addressing the current imbalance of "many satellites but few rockets" [7][8].

Group 1 - The commercial aerospace concept has recently gained market attention, leading to significant stock price increases for related companies [1] - Several listed companies have announced or responded regarding their business layouts in the commercial aerospace sector [1] - Companies like Aerospace Information, Aerospace Changfeng, and Aerospace Engineering do not engage in commercial aerospace activities [1] Group 2 - SiRuPu is closely monitoring emerging fields, including commercial aerospace, but its products are not yet directly applied in this sector [1] - Huazhu High-Tech's 3D printing equipment is widely used in the aerospace field, including commercial aerospace, providing comprehensive solutions [1] - Zhenxin Technology is actively developing products for commercial aerospace applications [1] Group 3 - Mengsheng Electronics has successfully applied its satellite navigation products in various commercial launch vehicles [1] - Boyun New Materials has developed carbon/carbon throat lining materials used in the "Kuaizhou series" commercial solid launch vehicles [2] - Suzhou High-tech's subsidiary provides vibration testing solutions for commercial aerospace enterprises, applicable in rocket and satellite development [2] Group 4 - Chuan Yi Co., Ltd. has developed several products that support the Hainan commercial aerospace launch site [2]

Group 1 - The commercial aerospace sector has recently gained market attention, leading to significant stock price increases for related companies [1] - Companies such as Aerospace Information, Aerospace Changfeng, and Aerospace Engineering have confirmed that they do not engage in commercial aerospace activities [1] - Companies like Si Rui Pu and Huazhu Gaoke are monitoring emerging technologies and market opportunities in commercial aerospace, although their current products are not directly applied in this field [1] - Zhenxin Technology is actively developing products for commercial aerospace applications, focusing on RF and video products [1] - Mengsheng Electronics has successfully applied its satellite navigation products in various launch vehicles, including "Zhuque," "Changzheng," and "Gu Shenxing" [1] Group 2 - Boyun New Materials has developed carbon/carbon throat liner materials that have been successfully used in China's "Kuaizhou series" commercial solid rocket launch vehicles [2] - Suzhou High-tech's subsidiary Dongling Vibration provides vibration testing solutions for commercial aerospace companies, with applications in rockets and satellites [2] - Chuan Yi Co., Ltd. has developed several products, including PDS intelligent pressure transmitters and ultra-low temperature butterfly valves, which support the Hainan commercial aerospace launch site [2]

格隆汇12月16日｜有投资者在互动平台向盟升电子提问：商业航天是未来全球的一个重要发展方向和中 国先进生产力发展的一个方向，里面涉及到的太空算力，卫星互联网等具体细分领域也会向今天的5G 和AI一样进入大家的日常生活，贵公司作为该领域的细分龙头之一，在商业航天领域的重要客户有哪 些？市场占有率多少？有什么样子的下一步发展计划？ 盟升电子回复称，公司在商业航天领域主要提供卫星导航产品和卫星通信产品。卫星导航产品主要应用 于火箭的控制箭机系统，主要客户包含航天科技集团、航天科工集团、蓝箭航天、星河动力航天等；卫 星通信产品主要为面向天通卫星、中星16/26、亚太6D、低轨卫星等不同星座的应用终端产品，主要客 户包含航天科技集团、中电科集团、中国电信、中国星网等国内外头部运营商、集成商。 ...