C
CEO Brief
main drivers · thread scores · strategy
3/3
主驱动变量
4
战略建议
- #1核心网 · strength 1.00中国卫通牵头完成 5G NTN 核心网与高轨卫星端到端打通试验
- #2运营支撑 · strength 1.00中国卫通牵头完成 5G NTN 核心网与高轨卫星端到端打通试验
- #3核心网 · strength 0.80上海瀚讯发布宽带卫星核心网新一代设备,主打车载与低空场景
- 进入核心网技术与产品信号持续,可推进对应 SKU 立项
- 观察终端信号未到决策阈值,继续跟踪
- 观察芯片信号未到决策阈值,继续跟踪
- 进入运营支撑技术与产品信号持续,可推进对应 SKU 立项
thread scores
核心网
0.00
终端
0.00
芯片
0.00
运营支撑
0.00
raw ceo json
{
"main_drivers": [
{
"thread": "核心网",
"dimension": "技术",
"strength": 1,
"direction": "上行",
"evidence": [
{
"id": 1,
"title": "中国卫通牵头完成 5G NTN 核心网与高轨卫星端到端打通试验",
"impact": "增强",
"confidence": 1
}
]
},
{
"thread": "运营支撑",
"dimension": "技术",
"strength": 1,
"direction": "上行",
"evidence": [
{
"id": 1,
"title": "中国卫通牵头完成 5G NTN 核心网与高轨卫星端到端打通试验",
"impact": "增强",
"confidence": 1
}
]
},
{
"thread": "核心网",
"dimension": "产品",
"strength": 0.8,
"direction": "上行",
"evidence": [
{
"id": 3,
"title": "上海瀚讯发布宽带卫星核心网新一代设备,主打车载与低空场景",
"impact": "增强",
"confidence": 0.8
}
]
}
],
"thread_scores": {
"核心网": {
"current": 2.25,
"previous": 1,
"delta": 1.25,
"event_count": 3,
"money_cny_yi": 2.4
},
"终端": {
"current": 0.7,
"previous": 0.25,
"delta": 0.45,
"event_count": 1,
"money_cny_yi": 3.8
},
"芯片": {
"current": 0,
"previous": 1.2,
"delta": -1.2,
"event_count": 0,
"money_cny_yi": 0
},
"运营支撑": {
"current": 1,
"previous": -0.95,
"delta": 1.95,
"event_count": 1,
"money_cny_yi": 0
}
},
"strategy_recommendations": [
{
"thread": "核心网",
"action": "进入",
"trigger": "技术与产品信号持续,可推进对应 SKU 立项",
"current_score": 2.25,
"delta": 1.25,
"top_dimensions": [
"技术",
"产品"
]
},
{
"thread": "终端",
"action": "观察",
"trigger": "信号未到决策阈值,继续跟踪",
"current_score": 0.7,
"delta": 0.45,
"top_dimensions": []
},
{
"thread": "芯片",
"action": "观察",
"trigger": "信号未到决策阈值,继续跟踪",
"current_score": 0,
"delta": -1.2,
"top_dimensions": []
},
{
"thread": "运营支撑",
"action": "进入",
"trigger": "技术与产品信号持续,可推进对应 SKU 立项",
"current_score": 1,
"delta": 1.95,
"top_dimensions": [
"技术"
]
}
],
"risks": [],
"next_tracking": [
"跟踪 5G NTN 商用部署节奏",
"关注信关站招标",
"跟踪订单确认与交付节奏",
"跟踪前装车企客户确认",
"跟踪应急通信领域后续招标"
]
}I
投资 Brief
thread heat · position signals · matrix
4
仓位信号
核心网
最热主线
- 加核心网["本周 sentiment +2.25,较上周 +1.25","capex/opex/订单 净流入 +2.4 亿元","主驱动维度: 产品, 技术","龙头 烽火通信 composite 3.89(本窗口订单 0.0 亿)"]
- 加终端["本周 sentiment +0.70,较上周 +0.45","capex/opex/订单 净流入 +3.8 亿元","龙头 华力创通 composite 3.41(本窗口订单 3.8 亿)"]
- 减芯片["本周 sentiment +0.00,较上周 -1.20","龙头 北斗星通 composite 2.24(本窗口订单 0.0 亿)"]
- 持运营支撑["本周 sentiment +1.00,较上周 +1.95","主驱动维度: 技术","龙头 中国卫通 composite 2.90(本窗口订单 0.0 亿)"]
thread heat · delta vs avg
核心网
+2.00
运营支撑
+1.24
终端
+0.64
芯片
-0.30
company matrix · 20 rows
{
"核心网": [
{
"name": "烽火通信",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 48,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 3.892,
"peer_rank": 1
},
{
"name": "震有科技",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 0.9,
"window_order_amount_cny_yi": 2.4,
"mentions": 1,
"net_thesis": 0.45,
"composite": 2.501,
"peer_rank": 2
},
{
"name": "信科移动",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 9.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.351,
"peer_rank": 3
},
{
"name": "上海瀚讯",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 1.6,
"window_order_amount_cny_yi": 0,
"mentions": 1,
"net_thesis": 0.8,
"composite": 1.696,
"peer_rank": 4
}
],
"终端": [
{
"name": "华力创通",
"thread": "终端",
"last_quarter_revenue_cny_yi": 2.1,
"window_order_amount_cny_yi": 3.8,
"mentions": 1,
"net_thesis": 0.7,
"composite": 3.41,
"peer_rank": 1
},
{
"name": "中国卫星",
"thread": "终端",
"last_quarter_revenue_cny_yi": 18,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.944,
"peer_rank": 2
},
{
"name": "海格通信",
"thread": "终端",
"last_quarter_revenue_cny_yi": 13.6,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.681,
"peer_rank": 3
},
{
"name": "七一二",
"thread": "终端",
"last_quarter_revenue_cny_yi": 6.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.015,
"peer_rank": 4
}
],
"芯片": [
{
"name": "北斗星通",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 8.4,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.241,
"peer_rank": 1
},
{
"name": "国博电子",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 5.6,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.887,
"peer_rank": 2
},
{
"name": "复旦微电",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 4.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.705,
"peer_rank": 3
},
{
"name": "振芯科技",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 3.2,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.435,
"peer_rank": 4
}
],
"运营支撑": [
{
"name": "中国卫通",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 7.2,
"window_order_amount_cny_yi": 0,
"mentions": 1,
"net_thesis": 1,
"composite": 2.904,
"peer_rank": 1
},
{
"name": "中科星图",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 7,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.079,
"peer_rank": 2
},
{
"name": "航天宏图",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 6.2,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.974,
"peer_rank": 3
},
{
"name": "超图软件",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 5.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.872,
"peer_rank": 4
},
{
"name": "合众思壮",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 2.1,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.131,
"peer_rank": 5
},
{
"name": "时空道宇",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 0,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 0,
"peer_rank": 6
},
{
"name": "星网集团",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 0,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 0,
"peer_rank": 7
},
{
"name": "国电高科",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 0,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 0,
"peer_rank": 8
}
]
}raw investor json
{
"thread_heat": [
{
"thread": "核心网",
"current": 2.25,
"avg_4w": 0.25,
"delta_vs_avg": 2
},
{
"thread": "运营支撑",
"current": 1,
"avg_4w": -0.237,
"delta_vs_avg": 1.237
},
{
"thread": "终端",
"current": 0.7,
"avg_4w": 0.062,
"delta_vs_avg": 0.638
},
{
"thread": "芯片",
"current": 0,
"avg_4w": 0.3,
"delta_vs_avg": -0.3
}
],
"company_matrix": {
"核心网": [
{
"name": "烽火通信",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 48,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 3.892,
"peer_rank": 1
},
{
"name": "震有科技",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 0.9,
"window_order_amount_cny_yi": 2.4,
"mentions": 1,
"net_thesis": 0.45,
"composite": 2.501,
"peer_rank": 2
},
{
"name": "信科移动",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 9.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.351,
"peer_rank": 3
},
{
"name": "上海瀚讯",
"thread": "核心网",
"last_quarter_revenue_cny_yi": 1.6,
"window_order_amount_cny_yi": 0,
"mentions": 1,
"net_thesis": 0.8,
"composite": 1.696,
"peer_rank": 4
}
],
"终端": [
{
"name": "华力创通",
"thread": "终端",
"last_quarter_revenue_cny_yi": 2.1,
"window_order_amount_cny_yi": 3.8,
"mentions": 1,
"net_thesis": 0.7,
"composite": 3.41,
"peer_rank": 1
},
{
"name": "中国卫星",
"thread": "终端",
"last_quarter_revenue_cny_yi": 18,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.944,
"peer_rank": 2
},
{
"name": "海格通信",
"thread": "终端",
"last_quarter_revenue_cny_yi": 13.6,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.681,
"peer_rank": 3
},
{
"name": "七一二",
"thread": "终端",
"last_quarter_revenue_cny_yi": 6.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.015,
"peer_rank": 4
}
],
"芯片": [
{
"name": "北斗星通",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 8.4,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.241,
"peer_rank": 1
},
{
"name": "国博电子",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 5.6,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.887,
"peer_rank": 2
},
{
"name": "复旦微电",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 4.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.705,
"peer_rank": 3
},
{
"name": "振芯科技",
"thread": "芯片",
"last_quarter_revenue_cny_yi": 3.2,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.435,
"peer_rank": 4
}
],
"运营支撑": [
{
"name": "中国卫通",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 7.2,
"window_order_amount_cny_yi": 0,
"mentions": 1,
"net_thesis": 1,
"composite": 2.904,
"peer_rank": 1
},
{
"name": "中科星图",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 7,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 2.079,
"peer_rank": 2
},
{
"name": "航天宏图",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 6.2,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.974,
"peer_rank": 3
},
{
"name": "超图软件",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 5.5,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.872,
"peer_rank": 4
},
{
"name": "合众思壮",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 2.1,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 1.131,
"peer_rank": 5
},
{
"name": "时空道宇",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 0,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 0,
"peer_rank": 6
},
{
"name": "星网集团",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 0,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 0,
"peer_rank": 7
},
{
"name": "国电高科",
"thread": "运营支撑",
"last_quarter_revenue_cny_yi": 0,
"window_order_amount_cny_yi": 0,
"mentions": 0,
"net_thesis": 0,
"composite": 0,
"peer_rank": 8
}
]
},
"position_signals": [
{
"thread": "核心网",
"signal": "加",
"current_score": 2.25,
"delta": 1.25,
"money_score_cny_yi": 2.4,
"evidence": [
"本周 sentiment +2.25,较上周 +1.25",
"capex/opex/订单 净流入 +2.4 亿元",
"主驱动维度: 产品, 技术",
"龙头 烽火通信 composite 3.89(本窗口订单 0.0 亿)"
]
},
{
"thread": "终端",
"signal": "加",
"current_score": 0.7,
"delta": 0.45,
"money_score_cny_yi": 3.8,
"evidence": [
"本周 sentiment +0.70,较上周 +0.45",
"capex/opex/订单 净流入 +3.8 亿元",
"龙头 华力创通 composite 3.41(本窗口订单 3.8 亿)"
]
},
{
"thread": "芯片",
"signal": "减",
"current_score": 0,
"delta": -1.2,
"money_score_cny_yi": 0,
"evidence": [
"本周 sentiment +0.00,较上周 -1.20",
"龙头 北斗星通 composite 2.24(本窗口订单 0.0 亿)"
]
},
{
"thread": "运营支撑",
"signal": "持",
"current_score": 1,
"delta": 1.95,
"money_score_cny_yi": 0,
"evidence": [
"本周 sentiment +1.00,较上周 +1.95",
"主驱动维度: 技术",
"龙头 中国卫通 composite 2.90(本窗口订单 0.0 亿)"
]
}
],
"alerts": []
}E
事件流
recent events · sorted by time
- 中国卫通牵头完成 5G NTN 核心网与高轨卫星端到端打通试验2026-05-30 09:00 · 工信部新闻 · 核心网 运营支撑
- 震有科技中标某卫星互联网总体单位核心网采购2026-05-29 18:30 · 公司公告 · 核心网
- 上海瀚讯发布宽带卫星核心网新一代设备,主打车载与低空场景2026-05-28 14:00 · 公司发布 · 核心网
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- 某海事卫星终端供应商被监管调查2026-05-24 16:00 · 媒体报道 · 终端 运营支撑
- 工信部启动手机直连卫星 D2C 标准制定2026-05-23 09:00 · 工信部新闻 · 核心网 终端 芯片
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