{"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", "content": "近日,中国卫通牵头联合多家产业链伙伴,完成了 5G NTN 核心网与高轨卫星的端到端星地融合试验,信关站投运成功,首次在民用场景实现透明转发模式下的语音与数据回传。试验由工信部组织,后续将进入小范围商用部署。", "source": "工信部新闻", "occurred_at": "2026-05-30T09:00:00", "next_indicators": ["跟踪 5G NTN 商用部署节奏", "关注信关站招标"], "numeric": {"customer_subject": "工信部组织", "time_window": "2026-Q3..2026-Q4"}}
{"title": "震有科技中标某卫星互联网总体单位核心网采购", "content": "震有科技公告,公司中标某卫星互联网总体单位 5G NTN 核心网设备采购项目,合同金额预计对全年收入产生积极影响。", "source": "公司公告", "occurred_at": "2026-05-29T18:30:00", "next_indicators": ["跟踪订单确认与交付节奏"], "numeric": {"order_amount_cny_yi": 2.4, "customer_subject": "某卫星互联网总体单位", "time_window": "2026..2027"}}
{"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", "content": "上海瀚讯今日发布新一代宽带卫星核心网与信关站设备,产品针对车载、低空(无人机、eVTOL)等增量场景做了优化,已与多家车企洽谈前装合作。", "source": "公司发布", "occurred_at": "2026-05-28T14:00:00", "next_indicators": ["跟踪前装车企客户确认"], "numeric": {"customer_subject": "多家车企(洽谈中)"}}
{"title": "华力创通北斗+天通双模手持终端获大额政企订单", "content": "华力创通公告获得大额政企客户应急通信终端订单,产品为北斗+天通双模手持终端,主要用于应急救灾场景,合同金额对当季收入有显著贡献。", "source": "公司公告", "occurred_at": "2026-05-27T20:00:00", "next_indicators": ["跟踪应急通信领域后续招标"], "numeric": {"order_amount_cny_yi": 3.8, "customer_subject": "大额政企客户", "time_window": "2026-Q2..2026-Q4"}}
{"title": "海格通信卫星通信基带芯片研发推迟,量产时间下调", "content": "海格通信在投资者关系活动中披露,公司自研卫星通信基带芯片研发进度较预期推迟,量产时间下调至明年下半年,可能对短期收入产生影响。", "source": "投资者关系", "occurred_at": "2026-05-26T10:00:00", "next_indicators": ["跟踪芯片流片节点"], "numeric": {"time_window": "2027-H2"}}
{"title": "复旦微电卫星通信射频芯片完成在轨验证", "content": "复旦微电披露,其卫星通信射频芯片样机已完成在轨验证,具备进入终端厂商供应链的条件,后续将量产爬坡。", "source": "公司公告", "occurred_at": "2026-05-25T11:00:00", "next_indicators": ["跟踪射频芯片量产数据"], "numeric": {"customer_subject": "终端厂商"}}
{"title": "某海事卫星终端供应商被监管调查", "content": "某未具名海事卫星终端供应商因频谱使用问题被监管部门调查,公司称将积极配合,业务短期可能受阻。", "source": "媒体报道", "occurred_at": "2026-05-24T16:00:00"}
{"title": "工信部启动手机直连卫星 D2C 标准制定", "content": "工信部启动手机直连卫星(Direct-to-Cell, D2C)国家标准制定工作,涉及核心网、终端、芯片多个环节,产业链上市公司预计深度参与。", "source": "工信部新闻", "occurred_at": "2026-05-23T09:00:00", "next_indicators": ["跟踪 D2C 标准草案", "跟踪参与单位名单"], "numeric": {"time_window": "2026..2027"}}