格隆汇12月8日丨雷电微力(301050.SZ)在投资者互动平台表示，公司的毫米波微系统技术及产品能力已 在北斗卫星导航系统工程中得到有效验证。卫星通信是公司未来重点发展领域，目前公司已在星上设 备、地面终端等关键方向进行布局，拥有处于不同阶段的研制项目，公司将持续推动毫米波微系统在更 广阔的场景中应用落地。 ...

三只股合计持仓市值24.12亿元，覆盖仪器仪表、电子设备、互联网三大冷门领域，持仓胜率50%，平均持股周期长达54个月，完全背离了市场"快进快出"的 炒作逻辑。 外资牛散陈发树300天坚守冷门股，背后逻辑何在？ 提到陈发树，炒股的朋友都知道他是资本市场的"传奇牛散"——早年靠布局紫金矿业狂赚150亿，投资眼光毒辣且向来"稳准狠"。但2025年A股市场上，他的 操作却让不少人看不懂：在AI、新能源等热门赛道挤破头的时候，他偏偏扎进了没人关注的"冷门股"，300多天持仓纹丝不动。 根据2025年三季度上市公司财报及权威股东数据披露，陈发树重仓持有必创科技、雷电微力、新华都三只冷门股，其中必创科技更是连续横盘308天，流通 市值仅27亿，完全不符合"追热点、炒龙头"的市场主流逻辑。作为手握24.12亿元持仓的外资背景牛散，他为啥放着热门赛道不选，死磕这些"无人问津"的 标的？ 一、持仓明细大公开：3只冷门股坚守300天，2025最新持仓数据曝光 根据2025年9月30日上市公司三季报及东方财富网、同花顺等权威平台披露的股东数据，陈发树的"冷门持仓"清单清晰可见，每一只都堪称"长期主义典 范"： - 新华都（0022 ...

Core Viewpoint - The company, 雷电微力, emphasizes a dual approach in its R&D projects, focusing on both customer-driven needs and forward-looking independent research initiatives [1] Group 1 - The company's R&D model is characterized by a combination of demand-driven projects and technological reserves [1] - The primary focus of the R&D efforts is on the low-cost and large-scale application of millimeter-wave micro-system technology [1]

Group 1 - The company, 雷电微力, has been focusing on the millimeter-wave micro-system field for 18 years [1] - The company's market share in its specific segment is among the top in the industry [1] - Currently, the company's business is primarily concentrated in the domestic market [1]

Core Viewpoint - The company, 雷电微力, is focusing on its millimeter-wave micro-system technology, which is versatile and can adapt to the low-altitude economy, including flying cars [1] Group 1: Company Strategy - The company plans to closely track development opportunities in the low-altitude economy sector [1] - It aims to leverage its existing R&D and production capabilities to actively seek suitable partners [1] - The company intends to swiftly seize opportunities and steadily enter the market once the timing is right [1]