证券日报网讯 1月29日，中兴通讯（000063）在互动平台回答投资者提问时表示，公司作为全球领先的 综合信息与通信技术解决方案提供商，是国内卫星互联网技术研究与标准制定的主要参与者之一。目 前，公司已与国内主流运营商及产业链伙伴深度合作，完成了多项关键技术验证。未来，公司将凭借在 通信领域产业标准化、核心技术、产品指标等方面的领先优势，提供全面的卫星载荷产品，助力合作伙 伴构建核心竞争力。 ...

Core Viewpoint - ZTE Corporation (00763) has seen a stock price increase of 4.06%, reaching HKD 29.22, with a trading volume of HKD 430 million, indicating positive market sentiment towards the company [1][4]. Group 1: Company Developments - ZTE has stated that there is a trend of integration between communication technologies in the commercial aerospace sector and terrestrial communication networks, positioning itself as a global leader in this field [1][4]. - The company is focused on building a space-ground integrated communication network aimed at 6G, having conducted multiple NTN technology trials in collaboration with domestic operators and satellite companies, achieving significant breakthroughs [1][4]. - ZTE plans to leverage its advantages in industry standardization, core technologies, and product specifications to provide comprehensive satellite payload products, thereby enhancing the core competitiveness of its partners [1][4]. Group 2: Industry Insights - Huaxi Securities has released a report stating that satellite networks are foundational for the construction of 6G networks, aligning with current standards and timelines for development [1][4]. - Since August, relevant authorities have indicated plans to issue satellite internet licenses, marking a critical first step towards commercial operations in China's satellite internet sector, which is expected to accelerate the entire industry's move towards scaling [1][4].

Core Viewpoint - ZTE Corporation (00763) has seen a stock price increase of over 4%, currently trading at 29.2 HKD with a transaction volume of 370 million HKD, indicating positive market sentiment towards the company [1] Group 1: Company Developments - ZTE has stated on its interactive platform that there is a trend of integration between communication technology in the commercial aerospace sector and terrestrial communication networks, positioning itself as a global leader in communication technology [1] - The company is committed to building a space-ground integrated communication network aimed at 6G, having conducted multiple NTN technology trials in collaboration with domestic operators and satellite companies, achieving significant breakthroughs [1] - ZTE plans to leverage its leading advantages in standardization, core technology, and product specifications in the communication field to provide comprehensive satellite payload products, helping partners build core competitiveness [1] Group 2: Industry Insights - Huaxi Securities has released a report indicating that satellite networks are foundational for the construction of 6G networks, aligning with current standards and timelines for 6G development [1] - Since August, relevant authorities have announced plans to issue satellite internet licenses, marking a critical first step towards commercial operations of satellite internet in China, which is expected to accelerate the entire industry chain towards large-scale development [1]

Group 1 - ZTE Corporation (000063) saw a stock increase of over 4%, currently trading at 29.2 HKD with a transaction volume of 370 million HKD [1] - The company stated on its interactive platform that there is a trend of integration between communication technology in the commercial aerospace sector and terrestrial communication networks, positioning itself as a global leader in communication technology [1] - ZTE has collaborated with domestic operators and satellite companies to conduct multiple NTN technology trials, achieving breakthroughs in the process [1] Group 2 - ZTE aims to leverage its leading advantages in communication industry standardization, core technology, and product specifications to provide comprehensive satellite payload products, helping partners build core competitiveness [1] - Huaxi Securities (002926) released a report indicating that satellite networks serve as the foundation for 6G network construction, aligning with current 6G standards and timelines [1] - Since August, relevant authorities have announced plans to issue satellite internet licenses, marking a significant step towards commercial operation of satellite internet in China, which is expected to accelerate the entire industry chain towards scaling [1]

Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]

Group 1 - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations, providing timely information for market impact analysis [1] - The company is engaged in commercial aerospace and AI chips, offering comprehensive satellite payload products and has conducted multiple NTN technology trials with breakthroughs, including self-developed DPU and CPU chips [1] - The company is also focused on solid-state batteries, with a production line expected to be completed in the second half of the year, projecting a year-on-year net profit increase of over 127% for 2025, and its lithium battery products include electrolyte, lithium hexafluorophosphate, and LiFSI [1]

Core Viewpoint - The company emphasizes its commitment to developing satellite communication technology, particularly focusing on the integration of satellite and terrestrial networks for 6G applications [1] Group 1: Company Initiatives - The company is recognized as a global leader in communication technology and is dedicated to building a satellite-terrestrial integrated communication network [1] - The company has collaborated with domestic operators and satellite companies to conduct multiple NTN (Non-Terrestrial Network) technology trials, achieving significant breakthroughs [1] Group 2: Future Outlook - The company plans to leverage its leading position in the communication sector to offer comprehensive satellite payload products, aiding partners in building core competitive advantages [1]

Core Viewpoint - The company is focused on developing satellite-ground integrated communication networks aimed at 6G technology, leveraging its expertise in the telecommunications sector [1] Group 1: Industry Trends - There is a trend of integration between communication technologies in the commercial aerospace sector and terrestrial communication networks [1] Group 2: Company Initiatives - The company has collaborated with domestic operators and satellite companies to conduct multiple NTN (Non-Terrestrial Network) technology trials, achieving significant breakthroughs [1] - The company aims to provide comprehensive satellite payload products, enhancing the core competitiveness of its partners through its leading advantages in industry standardization, core technologies, and product specifications [1]

Core Viewpoint - The company emphasizes its commitment to developing satellite communication technology, particularly focusing on the integration of satellite and terrestrial networks for 6G applications [1] Group 1: Company Initiatives - The company is recognized as a global leader in communication technology and is dedicated to building a satellite-ground integrated communication network [1] - The company has collaborated with domestic operators and satellite companies to conduct multiple NTN (Non-Terrestrial Network) technology trials, achieving significant breakthroughs [1] Group 2: Future Outlook - The company plans to leverage its leading position in the communication sector to offer comprehensive satellite payload products, aiding partners in building core competitiveness [1]