证券日报网讯 12月26日，蓝盾光电在互动平台回答投资者提问时表示，公司通过全资子公司安徽蓝芯 信息技术有限公司持有上海星思半导体有限责任公司4.9533%的股权，对应注册资本人民币1，146， 381元；上海星思半导体有限责任公司是一家基带芯片设计公司，相关芯片可应用于5GCPE、卫星智能 手机原型机、低轨卫星通信终端、卫星物联终端、卫星联测终端等产品上。 （编辑 袁冠琳） ...

Core Viewpoint - The company is focusing on the development of broadband network communication connection devices within the smart terminal sector, indicating a strong commitment to technological advancement and market readiness for future upgrades [1] Group 1 - The company has successfully sold products including 10GPON, XGS-PON, Wi-Fi 6/7, FTTR, and 5GCPE in bulk [1] - The company is conducting research on next-generation network connection products, specifically 50G-PON, showcasing its proactive approach to future technology [1] - The solid foundational technology accumulation positions the company well for future network upgrades [1]

Core Insights - The recent board candidate list disclosed by Zhuoyue Technology indicates a strategic move towards "smart manufacturing + resource integration" to accelerate company growth [1][2] - The new non-independent board team emphasizes "professional complementarity and resource synergy," with key figures bringing diverse expertise to enhance the company's capabilities [1] Group 1: Board Composition and Strategy - The first major shareholder, Chen Yong, brings 18 years of cross-border trade experience, which will help integrate smart manufacturing advantages with cross-border e-commerce resources [1] - Veteran executive Li Xingfang's retention ensures stability in strategy and operations, facilitating a smooth transition for the new team [1] - Chen Liang, with a financial background, will strengthen Zhuoyue Technology's capital operation capabilities, connecting the company with more capital market resources [1] - Expert Qi Yaojun in electronic information will inject momentum into R&D innovation and industrial upgrades [1] Group 2: Business Focus and Market Strategy - Zhuoyue Technology has identified cross-border e-commerce as a new growth curve, targeting high-end consumer markets in Europe, North America, and Japan with products like mobile power supplies and smart speakers [2] - The company's manufacturing strength, developed through partnerships with leading brands like Huawei, positions it well to meet the demand for smart terminals in overseas markets [2] - The company's product lines, including Wi-Fi7, 5GCPE, and smart wearables, align with the growing overseas market demand for intelligent devices [2] - Zhuoyue Technology's scale production capabilities provide a cost advantage, offering high-quality products that pure trade-based cross-border e-commerce companies cannot match [2] Group 3: Long-term Vision and Governance - The recent board restructuring not only optimizes governance but also clarifies the company's core strategy, achieving both "renewal" and "empowerment" objectives [2] - With diverse professional expertise and a regulated governance structure, Zhuoyue Technology is poised to seize opportunities in the integration of consumer electronics and cross-border e-commerce, driving sustainable high-quality development [2]

Core Viewpoint - The company, Blue Shield Optoelectronics (300862.SZ), has stated that its current business does not involve commercial aerospace construction [1] Group 1: Business Operations - The company has a stake in Shanghai Star Thinking Semiconductor Co., Ltd., which is a baseband chip design company [1] - The related chips can be applied in various products, including 5G CPE, satellite smartphone prototypes, low-orbit satellite communication terminals, satellite IoT terminals, and satellite joint measurement terminals [1]