1月29日，国博电子涨5.39%，截至发稿，报136.50元/股，成交6.36亿元，换手率0.80%，总市值813.56 亿元。 资料显示，南京国博电子股份有限公司位于江苏省南京市江宁经济技术开发区正方中路155号，成立日 期2000年11月27日，上市日期2022年7月22日，公司主营业务涉及主要从事有源相控阵T/R组件和射频 集成电路相关产品的研发、生产和销售。主营业务收入构成为：T/R组件和射频模块88.19%，射频芯片 8.49%，其他芯片2.04%，其他1.28%。 从基金十大重仓股角度 数据显示，华富基金旗下1只基金重仓国博电子。华富物联世界灵活配置混合A（001709）四季度持有 股数5600股，占基金净值比例为3.96%，位居第六大重仓股。根据测算，今日浮盈赚取约3.91万元。 华富物联世界灵活配置混合A（001709）成立日期2016年1月21日，最新规模1157.21万。今年以来收益 17.86%，同类排名558/8866；近一年收益119.2%，同类排名93/8126；成立以来收益263.46%。 华富物联世界灵活配置混合A（001709）基金经理为黄星霖。 截至发稿，黄星霖累计任职时间 ...

1月26日，国博电子跌7.64%，成交额15.82亿元。两融数据显示，当日国博电子获融资买入额1.61亿 元，融资偿还1.60亿元，融资净买入16.24万元。截至1月26日，国博电子融资融券余额合计5.85亿元。 截至9月30日，国博电子股东户数7039.00，较上期减少5.96%；人均流通股84673股，较上期增加 138.74%。2025年1月-9月，国博电子实现营业收入15.69亿元，同比减少13.51%；归母净利润2.47亿元， 同比减少19.35%。 分红方面，国博电子A股上市后累计派现9.92亿元。近三年，累计派现7.92亿元。 机构持仓方面，截止2025年9月30日，国博电子十大流通股东中，华夏军工安全混合A（002251）位居 第七大流通股东，持股1089.26万股，相比上期增加203.32万股。长城久嘉创新成长混合A（004666）位 居第九大流通股东，持股380.00万股，相比上期减少120.00万股。易方达上证科创板50ETF（588080） 位居第十大流通股东，持股285.61万股，相比上期减少34.96万股。华夏上证科创板50成份ETF （588000）退出十大流通股东之列。 融券方 ...

1月26日，国博电子跌5.19%，截至发稿，报136.51元/股，成交1.93亿元，换手率0.24%，总市值813.62 亿元。 资料显示，南京国博电子股份有限公司位于江苏省南京市江宁经济技术开发区正方中路155号，成立日 期2000年11月27日，上市日期2022年7月22日，公司主营业务涉及主要从事有源相控阵T/R组件和射频 集成电路相关产品的研发、生产和销售。主营业务收入构成为：T/R组件和射频模块88.19%，射频芯片 8.49%，其他芯片2.04%，其他1.28%。 从国博电子十大流通股东角度 截至发稿，林伟斌累计任职时间12年330天，现任基金资产总规模1194.08亿元，任职期间最佳基金回报 80.11%， 任职期间最差基金回报-22.14%。 成曦累计任职时间9年267天，现任基金资产总规模2369.54亿元，任职期间最佳基金回报131.04%， 任 职期间最差基金回报-67.89%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量 ...

Industry Overview - China's satellite internet is entering a new phase of accelerated networking and industrialization, with the formation of satellite constellations such as GW constellation and Qianfan constellation [1] - The number of satellite launches in China is expected to increase significantly in 2026, supported by private commercial rocket companies that will complement national efforts to meet high-frequency launch demands [1] Company Developments - Guobang Electronics is capable of mass-producing active phased array T/R components and a series of RF integrated circuit products, with ongoing product development in low Earth orbit satellites and commercial aerospace [2] - Shaanxi Huada has enhanced its products for the second phase of the StarNet project, providing various components such as RF connectors, RF components, micro-rectangular connectors, high-speed connectors, harnesses, and fiber optic components, with increasing value per satellite [2]

1月13日，国博电子涨5.06%，截至发稿，报163.89元/股，成交17.41亿元，换手率2.02%，总市值976.81 亿元。国博电子股价已经连续8天上涨，区间累计涨幅91.47%。 资料显示，南京国博电子股份有限公司位于江苏省南京市江宁经济技术开发区正方中路155号，成立日 期2000年11月27日，上市日期2022年7月22日，公司主营业务涉及主要从事有源相控阵T/R组件和射频 集成电路相关产品的研发、生产和销售。主营业务收入构成为：T/R组件和射频模块88.19%，射频芯片 8.49%，其他芯片2.04%，其他1.28%。 从基金十大重仓股角度 汇安核心价值混合A（010740）基金经理为陆丰。 截至发稿，陆丰累计任职时间5年252天，现任基金资产总规模5.37亿元，任职期间最佳基金回报 78.01%， 任职期间最差基金回报-38.56%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，汇安基金旗下1只基金重仓国博电子。汇安核心价 ...

Core Viewpoint - Nanjing Guobo Electronics Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase of 30% over three consecutive trading days, prompting a disclosure regarding abnormal trading conditions [2][4]. Group 1: Stock Trading Abnormalities - The company's stock price increased by a cumulative 30% on January 8, 9, and 12, 2026, which is classified as an abnormal trading situation according to relevant regulations [2][4]. - The company confirmed that there are no undisclosed significant matters related to the stock price fluctuation, following inquiries with its controlling shareholder and actual controller [2][6]. Group 2: Company Operations and Financials - The company's production and operational activities are reported to be normal, with no significant changes in the internal or external business environment [3][5]. - For the first three quarters of 2025, the company reported a revenue of 1.569 billion yuan and a net profit attributable to shareholders of 247 million yuan, with a rolling price-to-earnings ratio of 218.58, significantly higher than the industry average [3][10]. Group 3: Revenue Structure and Market Position - The company's revenue structure indicates that its active phased array T/R components and series RF integrated circuit products are primarily used in radar detection and other specialized fields, with a relatively small revenue contribution from the civil communication satellite sector [3][8]. - The future development of related industries remains unpredictable, which may impact the company's revenue streams [3][8].

Group 1 - The company held its first extraordinary general meeting of shareholders on January 12, 2026, with no resolutions being rejected [2] - The meeting was convened in accordance with the Company Law and the company's articles of association, with a combination of on-site and online voting [2][3] - All eight current directors attended the meeting, along with the board secretary and other senior management [3] Group 2 - The company elected Mr. Tao Hongqi as the chairman of the second board of directors, with his term starting from the approval date of the board meeting [7] - Mr. Tao Hongqi will also serve as the head of the strategic committee of the board, with the same term duration [9] - The composition of the board's specialized committees was announced, including the strategic committee, audit committee, nomination committee, and remuneration and assessment committee [10] Group 3 - The company's stock price experienced an abnormal fluctuation, with a cumulative closing price deviation of 30% over three consecutive trading days (January 8, 9, and 12, 2026) [13][15] - The company confirmed that its production and operational activities are normal, with no significant changes in the external business environment [16] - The company reported a revenue of 1.569 billion yuan and a net profit of 247 million yuan for the first three quarters of 2025, with a rolling P/E ratio of 218.58, significantly higher than the industry average [14]

Group 1 - Aerospace Development's major shareholder reduced holdings of 8.38 million shares and 7.44 million shares during significant stock price fluctuations [1][4] - Zhite New Materials experienced a 198.57% increase in stock price over six consecutive trading days, leading to a temporary suspension for investigation [3] - Aerospace Power noted that its stock price has risen significantly, but the fundamentals have not changed, indicating potential irrational market speculation [7][8] Group 2 - Shaoyang Hydraulic clarified that its products do not directly serve the commercial aerospace sector, with related orders being infrequent and minimal in revenue impact [6] - Dongfang Communication reported that its satellite internet maintenance business contributes less than 1% to overall revenue, with no significant changes in operations [11][12] - Rigong Navigation stated that its commercial aerospace plans are still in the early stages, with minimal revenue generated from related projects [14] Group 3 - Zhongheng Design indicated that while it has won contracts for commercial aerospace projects, the revenue from these projects is negligible [16] - Guobo Electronics confirmed that its revenue from civil communication satellites is minimal, and its stock has shown significant price fluctuations [17][19] - Zhongke Xingtou highlighted that its commercial aerospace revenue accounts for 13.89% of total revenue, but the stock price has diverged from actual performance [18][20] Group 4 - Hangxiao Steel Structure announced that its recent project wins in the aerospace sector have a minor impact on overall revenue [21][23] - Ingrity Media stated that its GEO business has not yet formed a mature business model, with no revenue generated [22][24] - Bolite reported that its commercial aerospace revenue contribution is limited, and it is under investigation by regulatory authorities [29][31] Group 5 - Aerospace Hongtu emphasized that its main business is still in the satellite application phase, with no significant operational changes [30][32] - Zhewen Hulin noted that its GEO business has not yet established a profitable model, with no revenue generated [34] - Zhenyou Technology reported that its revenue from satellite internet is approximately 7.15% of total revenue, indicating a low impact on overall performance [35][36]

Group 1 - The core viewpoint of the article highlights that Guobo Electronics (688375.SH) has experienced significant stock price fluctuations, prompting the company to issue a notice regarding its stock price volatility [1] - The company's revenue structure indicates that its active phased array T/R components and series RF integrated circuit products are primarily used in radar detection and other specialized fields, with a relatively small proportion of revenue coming from the civil communication satellite sector [1] - The future development of the related industry is noted to have unpredictability, which may impact the company's performance [1]

Group 1 - The core viewpoint of the article highlights that Guobo Electronics (688375.SH) has a revenue structure primarily focused on active phased array T/R components and series RF integrated circuit products, which are mainly applied in radar detection and other specialized fields [1] - Currently, the revenue from the civil communication satellite sector is relatively small, indicating potential unpredictability in the future development of this industry [1] - The company's stock price has shown significant short-term volatility, suggesting that investors should be cautious and make rational investment decisions [1]