Guohai Securities: Monitor progress in rocket reusability technology and associated investment opportunities across the industrial chain; maintains a 'Recommended' rating for the sector.
Multiple rounds of industry-level changes have already emerged in commercial aerospace; it is recommended to maintain close attention.
HaiGe Communications: 2026 Semi-Annual Performance Forecast
China Electronics Defense is seeking a listing on the STAR Market, focusing on businesses such as wireless communications, with a high degree of customer concentration.
Accounts receivable balance is substantial.
HaiGe Communications (002465.SZ): Currently not involved in the space computing sector.
Gelonghui, June 11 — In response to an inquiry on an interactive platform, Haige Communication (002465.SZ) stated that the company is currently not involved in the space computing sector. The company is collaborating with Guodian Gaoke on the “Tianqi Constellation” project to jointly develop a comprehensive satellite Internet of Things (IoT) solution covering air, space, ground, and maritime domains, and will carry out extensive joint innovation in key areas including chip modules, terminal devices, antenna systems, and satellite-borne equipment.
HaiGe Communications (002465.SZ): Plans to use up to RMB 500 million of temporarily idle proceeds from fundraising for cash management
Gelonghui, June 8 — Haige Communications (002465.SZ) announced that on June 8, 2026, the company held the fourth meeting of its seventh board of directors and approved the proposal “Regarding the Use of Partial Temporarily Idle Raised Funds for Cash Management.” In order to effectively enhance the efficiency of raised fund utilization and ensure no adverse impact on the normal progress of fundraising investment projects, the board agreed that the company, together with its subsidiaries Guangzhou Haige Jingwei Information Industry Co., Ltd. and Guangzhou Haige Tianteng Industrial Development Co., Ltd., may collectively utilize temporarily idle raised funds up to RMB 500 million (inclusive) for cash management. Within the aforementioned limit, funds
A-share 6G concept stocks rallied collectively, with ZTE Corporation and Tongyu Communication rising more than 5%.
Gelonghui, June 5 | 6G-related stocks in the A-share market rallied collectively. Among them, Chuangyuan Xinke surged by 30% to hit the daily trading limit, Shuobeide rose more than 15%, Xinke Mobile-U gained over 10%, Shenglu Communications neared its daily limit, Fushida climbed over 8%, Haige Communication advanced more than 7%, Sunway Communication increased over 6%, and ZTE Corporation, Hytera Communications, and Tongyu Communications all rose over 5%. On the news front, the General Office of the Ministry of Industry and Information Technology issued a notice launching a joint ministry-provincial pilot initiative to promote 6G innovation and development, which stated that by 2029, this initiative will further stimulate innovation vitality among local governments and enterprises.
Beijing's commercial aerospace sector enters a phase of dual-driven growth: the nation's first space-based computing center is established in Haidian, marking the billion-dollar commercial debut year of satellite IoT
① Beijing’s first Space Computing Power Industry Innovation Center has been officially approved and established, led by Beijing University of Posts and Telecommunications and located in Beijing Satellite Town; ② Lü Qiang, Chairman of Guodian Gaoke, told The Science and Technology Innovation Board Daily that the first phase of the Tianqi Constellation has achieved stable global coverage and operation, construction of the second phase has been fully launched, two experimental satellites for the second phase will be launched by year-end, and the company plans to complete the global constellation deployment of Phase II by 2028, significantly enhancing satellite capacity and performance.
Dragon & Tiger List | Multiple institutional investors aggressively bought into Hua Tian Technology; Zhang Mengzhu added RMB 259 million to his position in Wogelec Optoelectronics
The top three securities by net purchases for the day were Huatian Technology, Sifangda, and BOE Technology Group Co., Ltd.
A-Share Market Close: Sharp Decline on Heavy Volume! ChiNext Index Drops Over 2%, STAR 50 Index Plunges More Than 5%; Consumer and Power Stocks Rise Against the Trend
Gelonghui, May 29 | All three major A-share indices declined collectively today. As of the market close, the Shanghai Composite Index fell 0.73% to 4,068 points, the Shenzhen Component Index dropped 1.81%, the ChiNext Price Index slid 2.11%, the STAR 50 Index plunged 5.04%, and the Beijing Stock Exchange 50 Index decreased by 3.24%. Total market turnover amounted to RMB 3.34 trillion, an increase of RMB 353.5 billion from the previous trading day, with nearly 3,900 stocks posting losses. On the trading front, the broad consumer sector strengthened across the board, led by gains in spirits, beer, and retail segments, with Jiuguijiu and Sanjiang Shopping among the stocks hitting their daily trading limits; power utility stocks rose, with multiple companies including Jinchengguo Electric Power and Huaneng Power International reaching their daily upper limits; and the real estate sector showed active performance, with Sunshine...
HaiGe Communications (002465.SZ): Shareholder Yang Haizhou has cumulatively sold 4 million shares of the company.
Gelonghui, May 21 — Hangzhou Haisco Electronic Technology Co., Ltd. (SZSE: 002465) announced that it has received a notice from Mr. Yang Haizhou titled "Notice Regarding Completion of the Share Reduction Plan." As of the date of this announcement, Mr. Yang Haizhou has completed his share reduction plan, having cumulatively sold 4 million shares via centralized bidding transactions, representing approximately 0.1624% of the company's total share capital (excluding shares held in the company’s repurchase special securities account, as hereinafter referenced).
Express News | A wave of domestic satellite launches is underway, with commercial aerospace gaining momentum as the underlying index of E Fund Satellite ETF (563530) rises over 2%.
Haige Communications (002465): Revenue shows modest recovery while rigid expense outlays suppress profits.
Event Description: In Q1 2026, the company achieved operating revenue of 1.059 billion yuan, representing a year-on-year increase of 1.84%, and net profit attributable to shareholders of 6 million yuan, reflecting a year-on-year decline of 87.22%. Event Commentary: In Q1 2026, the company's revenue reached
Haige Communications (002465.SZ) 2025 Annual Equity Distribution: Dividend of RMB 0.06 per share
Gelonghui, May 13th ─ Haige Communication (002465.SZ) announced the implementation of its 2025 annual equity distribution plan. The company's 2025 annual equity distribution plan is as follows: based on the current total share capital excluding 19,503,864 repurchased shares, a cash dividend of RMB 0.60 per 10 shares (including tax) will be distributed to all shareholders. The record date for this equity distribution is May 20, 2026, and the ex-dividend and ex-rights date is May 21, 2026.
Hagang Communications: First Quarter Report for 2026
Haige Communications: First-quarter net profit of 5.8275 million yuan, down 87.22% year-on-year.
Gelonghui reported on April 24 that Haige Communications announced its revenue for the first quarter of 2026 was 1.059 billion yuan, representing a year-on-year increase of 1.84%; net profit was 5.8275 million yuan, reflecting a year-on-year decrease of 87.22%.
Express News | The underlying index of the Yifangda Satellite ETF (563530) opened lower but surged over 2%, as the commercial aerospace sector enters a period of intensive catalysts.
Huaxi Securities: External geopolitical risks persist, continuing to recommend two main themes—commercial aerospace and AI computing power.
On the one hand, the current imbalance between supply and demand reflects a positive trend in the upstream chip and computing power leasing industries, with enhanced bargaining power driving price increases, benefiting domestic AI chip manufacturers and companies related to computing power leasing.
Express News | The commercial aerospace concept remains highly active, with Zhongheng Design hitting the upper price limit.
Haige Communications (002465): Significant performance pressure due to adjustments in customer procurement schedules.
In 2025, the company achieved operating revenue of 4.388 billion yuan, a year-on-year decrease of 10.81%, and a net profit attributable to shareholders of -786 million yuan, representing a year-on-year decline of 1579.92%. According to the event commentary by product category, in 2025, wireless communication...
Haige Communications Swings to 2025 Loss, Revenue Down 11%