南财智讯1月29日电，天银机电发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为 1500万元—2000万元，同比预减77.88%—83.41%；预计2025年全年归属于上市公司股东的扣除非经常 性损益的净利润为1200万元—1700万元，同比预减75.91%—83.00%。业绩较上年同期大幅下降的主要 原因为：在复杂多变的经营环境下，公司坚持技术驱动与精益管理，双主业"冰箱压缩机零配件"和"雷 达与航天电子"发展根基稳固，但短期内公司财务业绩承受了较大压力。1、天银机电本部（冰箱压缩机 零配件业务）：受2024年国家"大规模设备更新和消费品以旧换新"政策对需求的显著拉动，部分市场消 费被提前释放；叠加全球主要经济体增长动力趋缓、贸易壁垒等因素，终端外需市场呈现疲软态势且间 接对公司出口业务造成了不利影响，从而给公司2025年冰箱压缩机零配件业务造成一定不利影响。2、 华清瑞达（雷达射频仿真业务）：所涉业务招投标竞争日趋激烈，公司相关客户仍在进行大规模延伸审 计工作，可预见客户对于项目报价、合同签订、型号审价的合规性要求有越来越严格的趋势，对于降低 成本的需求越来越急迫，导致公司2025年度的利 ...

格隆汇1月22日丨天银机电(300342.SZ)在投资者互动平台表示，公司的控股子公司天银星际的恒星敏感 器、太阳敏感器、姿态控制模块等产品应用于卫星上。此外，公司目前暂无太空碎片清除的相关技术储 备。 ...

证券日报网讯 1月21日，天银机电在互动平台回答投资者提问时表示，公司的控股子公司天银星际主要 产品为恒星敏感器，客户覆盖面广、市场占有率高，并远销国外。 （文章来源：证券日报） ...

证券日报网讯1月21日，天银机电（300342）在互动平台回答投资者提问时表示，公司子公司天银星际 生产的恒星敏感器可以达到宇航级，并且精度可达角秒级。公司结合客户要求的技术指标、需求量、交 付周期、付款节奏等要素，最终确定单台恒星敏感器产品的价格。 ...

天银机电（300342.SZ）1月21日在投资者互动平台表示，公司控股子公司天银星际在国内率先实现恒星 敏感器的批量化生产，其星敏感器产品凭借精度高、交期短、可靠性强、响应速度快的优势在国内商业 卫星市场占据优势地位。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘你好，请问公司的恒星敏感器销量是国内第一 吗？在国内市场占比怎么样？ ...

Core Viewpoint - Tianyin Electromechanical (300342) has indicated that each satellite typically uses 1-3 star sensors, while the second-generation low-orbit internet satellites utilizing laser communication technology require an average of 7 star sensors per satellite due to higher positioning accuracy demands [1] Group 1 - The company determines the price of each star sensor product based on factors such as technical specifications required by customers, demand volume, delivery cycles, and payment schedules [1]

Group 1 - A total of 38 stocks were listed on the institutional leaderboard today, with 26 stocks experiencing net buying and 12 stocks facing net selling [1] - The top three stocks with the highest net buying by institutions were Tianyin Machinery (4.96 billion), Zhongcai Technology (2.99 billion), and Hongda Electronics (2.61 billion) [1] - Tianyin Machinery saw a price increase of 17.21%, with 5 buyers and 2 sellers on the leaderboard [2] Group 2 - Tianyin Machinery's subsidiary, Tianyin Xingji, is a domestic manufacturer of stellar sensors for commercial operations, with applications in satellites including solar sensors and attitude control modules [3] - The company is actively expanding its customer base in the commercial aerospace sector and has made substantial progress in acquiring new client orders [4] - Shanghai Port Bay's subsidiary has launched a production line for space-grade solar cells and flexible solar arrays, supporting over 20 satellite units [5] - The partnership between Junda Co. and Shangyi Optoelectronics aims to develop perovskite batteries, which are expected to address energy supply challenges in space and support the growth of the space economy [6]

Market Overview - On December 24, the trading volume of the Shanghai and Shenzhen stock markets reached 1.88 trillion yuan, a decrease of 19.6 billion yuan compared to the previous trading day [1] - Sectors such as commercial aerospace, computing hardware, and PCB concepts saw significant gains, while precious metals, insurance, and dairy sectors experienced declines [1] Stock Performance - Notable gainers included: - Shengtong Energy (+9.99%, 34.79 yuan) with a control change and consecutive gains [2] - Jiamei Packaging (+10.07%, 8.09 yuan) also benefiting from a control change [2] - Zhejiang Shibao (+10.02%, 20.42 yuan) linked to L3 autonomous driving and intelligent steering [2] - Shenjian Co. (+10.01%, 10.88 yuan) associated with commercial aerospace and polyester resin [2] - Other stocks with notable performance included Hainan Development (+10.01%, 19.35 yuan) and Huazhong Holdings (+9.95%, 6.74 yuan) [2][3] Trading Dynamics - The top three net purchases on the daily leaderboard were: - Tianyin Electric with a net purchase of 344 million yuan [5] - Tianji Co. with a net purchase of 282 million yuan [5] - Tongyu Communications with a net purchase of 262 million yuan [5] - Conversely, the top three net sales were: - Xue Ren Group with a net sale of 205 million yuan [6] - Zhangyuan Tungsten with a net sale of 162 million yuan [6] - Zhongguang Lightning with a net sale of 106 million yuan [6] Sector Highlights - Tianyin Electric is involved in commercial aerospace and has recently completed batch deliveries of star sensors for low-orbit satellite networks [9] - Tongyu Communications is focused on satellite communication and has established a comprehensive product system covering the entire satellite communication chain [13] Institutional Activity - Institutional net purchases were significant for: - Tianyin Electric with 496 million yuan [17] - Tongyu Communications with 214 million yuan [17] - Notable net sales included: - Zhangyuan Tungsten with 164 million yuan [17] - Delicate Co. with 471 million yuan [17]

Group 1: Stock Market Activity - 38 stocks were listed on the institutional trading leaderboard today, with 19 stocks seeing net buying and 19 stocks experiencing net selling [1] - The top three stocks with the highest net buying by institutions were: Xue Ren Group (128 million), Tongyu Communication (128 million), and Zhejiang Shibao (92.5 million) [1] - Zhejiang Shibao has a strong technical reserve in steer-by-wire and rear-wheel steering, with mass production projects expected to start in Q4 of this year and the second half of 2026 [1] Group 2: Aerospace Industry Developments - SpaceX has officially entered a regulatory quiet period as it moves closer to its planned IPO next year [2] - The Long March 12A reusable launch vehicle, developed by China Aerospace Science and Technology Corporation, is scheduled for its maiden flight in December 2025 [2] - The global commercial space launch sector is undergoing significant cost restructuring, with traditional rockets having hardware manufacturing costs at about 67%, while new commercial rockets reduce this to around 24% through reusable designs [2] Group 3: Healthcare and AI Integration - Meinian Health is a leader in the third-party health examination industry and is developing an AI health management model in collaboration with Huawei [3] - Huaren Health focuses on the pharmaceutical distribution sector, with Alibaba Health as a significant shareholder [3] - The AI healthcare sector is experiencing rapid growth, with 83 AI medical models launched in China, covering various applications such as online consultations and health management [3]

Group 1 - The core viewpoint of the article is that Tianyin Electromechanical's subsidiary, Tianyin Interstellar, specializes in the research and production of star sensors and is involved in key domestic aerospace projects such as the Qianfan Constellation [2] - Tianyin Interstellar's star sensor products have been applied in all satellites launched under the Qianfan Constellation project [2]