港股异动 | 上海复旦(01385)一度涨超13% 商业航天催化密集 FPGA芯片为太空卫星标配

智通财经2025-12-29

智通财经APP获悉，上海复旦(01385)一度涨超13%，截至发稿，涨10.6%，报48港元，成交额4.97亿港元。消息面上，近期商业航天领域迎来密集催化。华西证券认为，随着国家顶层设计以及相关支持政策推动，我国低轨卫星产业发展有望提速，相关产业链配套公司将深度受益。国泰海通证券此前研报指出，卫星制造、发射、组网涉及的科学技术门类十分繁杂，对芯片的稳定性、耐用性和抗宇宙辐照更是有着极高的要求。...

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