{"_meta": "SYNTHETIC labeled regression set v0.1. NOT real news. 用途:跑 classifier 准确率回归。"}
{"id": "r001", "title": "中国卫通 5G NTN 核心网完成端到端打通", "content": "中国卫通牵头联合产业链伙伴完成 5G NTN 核心网与高轨卫星端到端打通试验,信关站投运成功,后续将进入小范围商用部署。", "occurred_at": "2026-05-30T09:00:00", "expected": {"threads": ["核心网", "运营支撑"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r002", "title": "震有科技中标 5G NTN 核心网采购", "content": "震有科技公告中标某卫星互联网总体单位 5G NTN 核心网设备采购,合同已签订。", "occurred_at": "2026-05-29T18:30:00", "expected": {"threads": ["核心网"], "thesis_impact": "增强", "min_confidence": 0.4}}
{"id": "r003", "title": "上海瀚讯发布宽带卫星核心网新一代设备", "content": "上海瀚讯发布新一代宽带卫星核心网与信关站设备,推出针对车载、低空场景的优化方案。", "occurred_at": "2026-05-28T14:00:00", "expected": {"threads": ["核心网"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r004", "title": "华力创通获大额政企终端订单", "content": "华力创通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,合同已签订,主要用于应急救灾场景。", "occurred_at": "2026-05-27T20:00:00", "expected": {"threads": ["终端"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r005", "title": "海格通信芯片研发推迟,量产时间下调", "content": "海格通信披露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,短期收入承压。", "occurred_at": "2026-05-26T10:00:00", "expected": {"threads": ["芯片", "终端"], "thesis_impact": "削弱", "min_confidence": 0.5}}
{"id": "r006", "title": "复旦微电射频芯片完成在轨验证", "content": "复旦微电卫星通信射频芯片样机完成在轨验证,具备进入终端厂商供应链条件,后续量产爬坡。", "occurred_at": "2026-05-25T11:00:00", "expected": {"threads": ["终端", "芯片"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r007", "title": "海事卫星终端供应商被监管调查", "content": "某海事卫星终端供应商因频谱使用问题被监管部门调查,业务短期可能受阻。", "occurred_at": "2026-05-24T16:00:00", "expected": {"threads": ["终端", "运营支撑"], "thesis_impact": "削弱", "min_confidence": 0.5}}
{"id": "r008", "title": "工信部启动 D2C 国家标准制定", "content": "工信部启动手机直连卫星 Direct-to-Cell 国家标准制定,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。", "occurred_at": "2026-05-23T09:00:00", "expected": {"threads": ["核心网", "终端", "芯片"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r009", "title": "某低轨星座组网完成", "content": "某低轨卫星互联网星座组网完成,信关站全国布设投运,核心网与终端接入测试通过。", "occurred_at": "2026-05-22T14:00:00", "expected": {"threads": ["核心网", "终端"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r010", "title": "某地面站建设延期", "content": "某卫星互联网企业披露其地面站建设进度延期,影响核心网整网投运节奏。", "occurred_at": "2026-05-21T15:00:00", "expected": {"threads": ["核心网"], "thesis_impact": "削弱", "min_confidence": 0.4}}
{"id": "r011", "title": "公司在某核心网招标中未中标", "content": "公司公告在某卫星互联网核心网设备招标中未中标,业务承压。", "occurred_at": "2026-05-20T17:00:00", "expected": {"threads": ["核心网"], "thesis_impact": "削弱", "min_confidence": 0.4}}
{"id": "r012", "title": "某射频芯片流片成功", "content": "某半导体公司披露其卫星通信射频芯片流片成功,毫米波频段性能突破,后续将提供给终端 ODM 客户。", "occurred_at": "2026-05-19T10:00:00", "expected": {"threads": ["芯片", "终端"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r013", "title": "无人机机载卫星终端发布", "content": "某厂商发布新一代无人机机载卫星通信终端,主打低空经济场景,推出宽带与窄带两个版本。", "occurred_at": "2026-05-18T11:00:00", "expected": {"threads": ["终端"], "scenarios": ["低空"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r014", "title": "车载卫星通信终端获前装定点", "content": "某车规级卫星通信终端供应商获得头部新能源车企前装定点,合同已签订,产品 2027 年量产装车。", "occurred_at": "2026-05-17T16:00:00", "expected": {"threads": ["终端"], "scenarios": ["车载"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r015", "title": "某终端因质量问题被召回", "content": "某车载卫星终端因质量问题被召回,公司公告将承担相关召回费用,业绩承压。", "occurred_at": "2026-05-16T09:00:00", "expected": {"threads": ["终端"], "scenarios": ["车载"], "thesis_impact": "削弱", "min_confidence": 0.4}}
{"id": "r016", "title": "某 NTN 芯片晶圆产能紧张", "content": "受先进制程产能紧张影响,某 NTN 芯片厂商交付节奏受阻,二季度出货量预期下调。", "occurred_at": "2026-05-15T20:00:00", "expected": {"threads": ["芯片"], "thesis_impact": "削弱", "min_confidence": 0.4}}
{"id": "r017", "title": "某 TR 模组量产突破", "content": "某射频 TR 模组厂商披露毫米波 TR 模组量产突破,功放与低噪放性能领先。", "occurred_at": "2026-05-14T14:00:00", "expected": {"threads": ["芯片"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r018", "title": "船载海事卫星宽带终端首单", "content": "某厂商船载海事卫星宽带终端获得首单,客户为某国际航运集团,标志着海事场景实现商业化突破。", "occurred_at": "2026-05-13T08:00:00", "expected": {"threads": ["终端"], "scenarios": ["海事航空"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r019", "title": "某运营商频率许可获批", "content": "某卫星互联网运营商频率许可获批,无线电管理部门完成审批,业务可正式开通。", "occurred_at": "2026-05-12T11:00:00", "expected": {"threads": ["运营支撑"], "thesis_impact": "增强", "min_confidence": 0.4}}
{"id": "r020", "title": "某频谱协调谈判失利", "content": "某卫星互联网企业披露境外频谱协调谈判失利,海外业务推进受阻。", "occurred_at": "2026-05-11T15:00:00", "expected": {"threads": ["运营支撑"], "thesis_impact": "削弱", "min_confidence": 0.4}}
{"id": "r021", "title": "某 BOSS 系统升级上线", "content": "某卫星运营商 BOSS 系统升级上线,计费与客户管理能力提升,业务支撑平台投运。", "occurred_at": "2026-05-10T10:00:00", "expected": {"threads": ["运营支撑"], "thesis_impact": "增强", "min_confidence": 0.4}}
{"id": "r022", "title": "某终端厂商因专利侵权被诉讼", "content": "某卫星终端厂商因专利侵权被海外厂商提起诉讼,公司将积极应诉。", "occurred_at": "2026-05-09T14:00:00", "expected": {"threads": ["终端"], "thesis_impact": "削弱", "min_confidence": 0.3}}
{"id": "r023", "title": "应急通信指挥车采购招标", "content": "某省应急管理厅启动应急通信指挥车招标,搭载卫星通信终端,采购规模较大。", "occurred_at": "2026-05-08T09:00:00", "expected": {"threads": ["终端"], "scenarios": ["应急"], "thesis_impact": "增强", "min_confidence": 0.4}}
{"id": "r024", "title": "宏观市场情绪乐观", "content": "今日市场普涨,投资者情绪较为乐观。", "occurred_at": "2026-05-07T17:00:00", "expected": {"threads": [], "thesis_impact": "中性", "min_confidence": 0.0, "max_confidence": 0.4}}
{"id": "r025", "title": "某芯片设计公司裁员", "content": "某 NTN 芯片设计公司宣布裁员,聚焦核心业务,部分研发线收缩。", "occurred_at": "2026-05-06T18:00:00", "expected": {"threads": ["芯片"], "thesis_impact": "削弱", "min_confidence": 0.4}}
{"id": "r026", "title": "工业 IoT 卫星终端模组发布", "content": "某厂商发布面向工业互联网场景的窄带卫星 IoT 终端模组,推出低功耗版本。", "occurred_at": "2026-05-05T15:00:00", "expected": {"threads": ["终端"], "scenarios": ["工业IoT"], "thesis_impact": "增强", "min_confidence": 0.4}}
{"id": "r027", "title": "信关站招标重启", "content": "某信关站采购招标重新启动,采购规模与去年持平,行业关注度高。", "occurred_at": "2026-05-04T11:00:00", "expected": {"threads": ["核心网"], "thesis_impact": "增强", "min_confidence": 0.3, "max_confidence": 0.7}, "_note": "招标重启 = 潜在订单机会窗口,标注为正向"}
{"id": "r028", "title": "某终端 D2C 直连卫星方案商用", "content": "某终端厂商 D2C 直连卫星方案完成首次商用部署,与运营商合作推出套餐。", "occurred_at": "2026-05-03T20:00:00", "expected": {"threads": ["终端", "运营支撑"], "thesis_impact": "增强", "min_confidence": 0.5}}
{"id": "r029", "title": "某通信公司被监管", "content": "某卫星通信公司因频段使用问题被监管。", "occurred_at": "2026-05-02T10:00:00", "expected": {"threads": ["运营支撑"], "thesis_impact": "削弱", "min_confidence": 0.2}}
{"id": "r030", "title": "卫星互联网行业研报", "content": "券商发布卫星互联网行业深度研究报告,认为四主线核心网、终端、芯片、运营支撑均存在结构性机会,市场规模有望持续增长。", "occurred_at": "2026-05-01T08:00:00", "expected": {"threads": ["核心网", "终端", "芯片", "运营支撑"], "thesis_impact": "增强", "min_confidence": 0.4}}