Core Viewpoint - The commercial aerospace sector in the A-share market is experiencing significant activity, driven by successful satellite launches and advancements in rocket technology, indicating a promising investment landscape for related companies [1] Group 1: Market Activity - On December 22, commercial aerospace concept stocks in the A-share market saw notable gains, with companies like Shenjian Co., Asia-Pacific Co., and Lianang Micro achieving daily price limits [1] - The successful launch of the communication technology test satellite No. 23 using the Long March 5 rocket on December 20, 2025, marks a significant milestone for China's aerospace capabilities [1] Group 2: Industry Developments - As of December 2025, SpaceX has successfully launched 3,095 Starlink satellites, and China is expected to develop a recoverable medium-sized launch vehicle comparable to the Falcon 9, indicating a breakthrough in launch capacity [1] - The reduction in launch costs is anticipated to accelerate market growth in satellites, terminals, and computing power, confirming the investment position of commercial aerospace [1] Group 3: Investment Opportunities - The entry of China Star Network and the G60 Thousand Sails constellation into mass launch phases, along with the operationalization of commercial launch sites and rockets, is expected to lead to a new era in commercial aerospace characterized by high capacity and low costs [1] - The space computing sector is projected to unlock significant market potential, with a new trillion-yuan market emerging, presenting substantial growth opportunities for the related industry chain [1] - High-potential investment directions currently include space computing and recoverable rockets, while low-orbit communication satellite chains are already supported by fundamental logic and orders [1]

Group 1 - The storage chip sector opened strong, with significant gains observed in companies such as Jingzhida and Kema Technology, both rising over 10% [1] - Other companies in the sector, including Jingce Electronics, Chengdu Huamei, Changchuan Technology, Purang Shares, and Lianang Micro, also experienced upward movement [1]

Core Viewpoint - The company, Lian Micro (605358), has a significant market presence in the domestic 12-inch silicon wafer sector, particularly with its heavily doped epitaxial wafers, which account for over 30% of the domestic market share [1] Group 1: Product Offerings - The company's 12-inch silicon wafer products include heavily doped epitaxial wafers and lightly doped polished wafers [1] - The heavily doped silicon wafer series features low resistivity products that maintain a globally competitive edge, with increasing shipment volumes leading to a sequential rise in average wafer prices since the first quarter [1] Group 2: Technological Focus - The company emphasizes its expertise in epitaxial technology, focusing on the development of key products such as BCD lightly doped boron silicon wafers and CIS lightly doped boron silicon wafers [1] - There is a strong commitment to advancing the technology and quality standards of lightly doped silicon wafers for advanced process applications, with the company avoiding participation in price wars [1]

证券日报网讯12月17日，立昂微（605358）在互动平台回答投资者提问时表示，立昂东芯是一家专注于 化合物半导体射频及光电芯片的代工制造平台，拥有行业领先的制造工艺技术优势，已实现二维可寻址 激光雷达VCSEL芯片的规模化量产。立昂东芯的专利和其他商业秘密保护措施可满足公司的经营发展 需要。 ...

证券日报网讯12月17日，立昂微（605358）在互动平台回答投资者提问时表示，公司硅片已覆盖14nm 以上技术节点逻辑电路和存储电路，以及客户所需技术节点的图像传感器件和功率器件。 ...

格隆汇12月17日丨立昂微(605358.SH)在投资者互动平台表示,立昂东芯是一家专注于化合物半导体射频 及光电芯片的代工制造平台，目前已有应用于光通信、光模块的VCSEL芯片工艺。 ...

Group 1 - The core viewpoint of the article is that Lian Micro (605358) has confirmed its focus on compound semiconductor RF and optoelectronic chip foundry manufacturing through investor interactions [1] - Lian Dongxin, a subsidiary of Lian Micro, specializes in VCSEL chip processes that are already applied in optical communication and optical modules [1]

New Stock Issuance - The new stock "健信超导" (code: 787805) is issued at a price of 18.58[1] - The new stock "昂瑞微" (code: 688790) is listed at a price of 83.06[1] Rights Issues and Offers - "荃银高科" (code: 300087) has a tender offer period from December 4, 2025, to January 5, 2026[1] - "天普股份" (code: 605255) has a tender offer period from November 20, 2025, to December 19, 2025[1] Delisting and Trading Alerts - "退市苏吴" (code: 600200) has 10 trading days remaining until the last trading day[1] - "ST广道" (code: 920680) has 12 trading days remaining until the last trading day[1] Stock Performance Alerts - "赛微电子" (code: 300456) has reported severe abnormal fluctuations[1] - "ST立方" (code: 300344) has also reported severe abnormal fluctuations[1]

（编辑 任世碧） 证券日报网讯 12月12日晚间，立昂微发布公告称，公司于2025年12月3日召开公司2025年第一次临时股 东大会，审议通过了《关于增加注册资本、取消监事会并修改及其附件的议案》。公司于近日完成了工 商变更登记及备案手续，并取得了由浙江省市场监督管理局换发的《营业执照》。 ...

New Stock Issuance - Tian Su Measurement (证券代码: 301449) issued at a price of 36.80[1] - Xi Hua Technology (证券代码: 732248) issued at a price of 10.10[1] Tender Offer Periods - Tender offer for Quan Yin Gao Ke (证券代码: 300087) from December 4, 2025, to January 5, 2026[1] - Tender offer for Tian Pu Shares (证券代码: 605255) from November 20, 2025, to December 19, 2025[1] Trading Alerts - *ST Guang Dao (证券代码: 920680) has 13 trading days remaining until the last trading day[1] - *ST Su Wu (证券代码: 600200) has 11 trading days remaining until the last trading day[1] Abnormal Fluctuations - Sai Wei Electronics (证券代码: 300456) reported severe abnormal fluctuations[1] - Other stocks with abnormal fluctuations include *ST Li Fang (证券代码: 300344) and *ST Zheng Ping (证券代码: 603843)[1]