一则消息在资本市场激起了千层浪。 8月27日，工信部印发《关于优化业务准入促进卫星通信产业发展的指导意见》。 意见提出，到2030年，发展卫星通信用户超千万，推动卫星通信充分融入新发展格局。此外，还明确支 持低轨卫星互联网加快发展，开展终端设备直连卫星业务，探索新型卫星通信业务，促进应急通信应用 等重点方向。 受此消息影响，卫星导航板块表现活跃，三维通信、博通集成、启明信息、星网宇达等涨停，通宇通 讯、华力创通、创远信科、开普云、信息发展等跟涨。 | 代码 | 名称 | 现价 · | 涨跌 | 涨幅+ | | --- | --- | --- | --- | --- | | 688270 | 臻镭科技 | 79.70 | +8.74 | +12.32% | | 301040 中环海陆 | | 39.11 | +3.96 | +11.27% | | 300366 | 创意信息 | 9.72 | +0.90 | +10.20% | | 002115 | 三维通信 | 9.52 | +0.87 | +10.06% | | 603068 | 博通集成 | 46.71 | +4.25 | +10.01% | | 6002 ...

Group 1: Business Segments and Developments - Aerospace precision manufacturing is a key future business area for the company, with a focus on UAV components and missile precision parts [2][3] - The company is developing the third generation of dexterous hands for humanoid robots, targeting multi-sensor integration and control [3] - The company has established a strong market presence in the new energy electric drive core, with significant supply to leading electric vehicle manufacturers [3][4] Group 2: Strategic Partnerships and Projects - The company is collaborating with Bosch on the new energy commercial vehicle drive motor assembly, with supply expected to start in the second half of 2025 [3][4] - The company has successfully broken the foreign monopoly in the heavy-duty truck EGR valve market and is expanding its customer base [7] - The company has entered into contracts for commercial satellite projects with Galaxy Aerospace, with ongoing cooperation with China Aerospace Technology Group [10][11] Group 3: Market Position and Competitiveness - The company holds a leading position in the domestic EGR system market for passenger vehicles, supplying major clients such as BYD, Chery, and Geely [6][7] - The EGR technology is positioned as a key solution for energy conservation and emission reduction in both commercial and passenger vehicles, aligning with national policies [5][6] - The company is optimistic about the market prospects for EGR systems, leveraging over 20 years of industry experience [5][6] Group 4: Financial Outlook and Growth Drivers - The revenue contribution from satellite products is expected to be 10-15% in 2024 [10] - The company anticipates significant growth in the precision components sector driven by new project mass production and an expanding customer base [7][8] - The copper busbar business is projected to double in 2025, supported by various vehicle models [8]