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Taiwan Affairs Office slams Lai’s separatist rhetoric, appreciates Malaysian PM’s position in upholding the one-China principle_我的网站

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A | K图 003040_0 　　中国商业航天企业已具备面向海外客户提供交付、运营、教学一体化的完整解决方案能力。
　　3连板热门股半年报继续亏损　　8月25日，3连板热门股楚天龙（003040）公布2026年半年报，公司营业收入为3.19亿元，同比下降30.2%；归母净利润自去年同期亏损3977万元变为亏损6212万元，亏损额进一步扩大。　　公司在2026年半年度报告中提到，主营业务面临供需两端的双重经营压力，经营业绩出现亏损。

Zhang Han, a spokesperson for the Taiwan Affairs Office of the State Council
The mainland Taiwan Affairs Office on Wednesday slammed Taiwan regional leader Lai Ching-te for once again promoting separatist rhetoric and attempting to seek "Taiwan independence" through military means, while expressing appreciation for Malaysian Prime Minister Anwar Ibrahim's recent remarks affirming that Taiwan is part of China.
Zhang Han, a spokesperson for the State Council Taiwan Affairs Office, made the remarks at a regular press conference in response to questions concerning Lai's comments at an event in Kinmen marking the 68th anniversary of the 1958 artillery battle.
The question noted that Lai had once again hyped a "new two-state theory" and called on people on the island to support so-called "national defense, defend the country and safeguard democracy," while advocating for resistance to reunification through military means.
"Lai Ching-te stubbornly adheres to the separatist position of 'Taiwan independence,' continuously spreads fallacies and distortions advocating 'Taiwan independence,' deliberately twists history, and goes all out to hype the so-called 'China threat,'" Zhang said.
Zhang said Lai has continued to incite anti-China sentiment and confrontation and has attempted to "resist reunification by force" and "seek independence by force," pushing Taiwan step by step toward the danger of conflict.
"He is an out-and-out destroyer of peace across the Taiwan Straits and a creator of crises in the Taiwan Straits," Zhang said.
The spokesperson warned Lai and the Democratic Progressive Party authorities that the historical trend toward reunification cannot be stopped and that attempts to seek "independence" through military means would only accelerate their own demise.
Zhang also called on Taiwan compatriots to recognize the deceptive and harmful nature of Lai's separatist provocations, oppose "Taiwan independence" separatism and take concrete actions to safeguard their own security and well-being as well as peace and stability across the Taiwan Straits.
At the same press conference, Zhang also responded to remarks recently made by Malaysian Prime Minister Anwar Ibrahim concerning the Taiwan question.
It was reported that Anwar said in a recent interview that Taiwan is part of China, drawing an analogy with a hypothetical situation in which a Malaysian state sought to break away, saying that he would likewise defend the sanctity and unity of his country.
Taiwan's so-called "external affairs authority" subsequently claimed that Anwar's remarks had "belittled Taiwan's sovereignty" and could undermine the confidence of Taiwan businesses considering investment in Malaysia.
"We appreciate the position of relevant countries in upholding the one-China principle," Zhang said.
"There is only one China in the world, and Taiwan is an inalienable part of China's territory. There is no such thing as 'Taiwan sovereignty,'" she said.
Zhang accused the DPP authorities of stubbornly adhering to the separatist position of "Taiwan independence," spreading separatist arguments abroad and repeatedly attempting to pressure other countries by invoking trade and investment.
Such behavior, she said, "precisely exposes the essence of their attempt to seek 'independence' through economic means."
。受市场竞争加剧影响，公司部分嵌入式安全产品的价格及数量下降，导致营业收入同比下滑。

B | 同时，全球半导体原材料价格持续上涨、晶圆制造及封装测试环节成本不断攀升，导致营业成本降幅低于营业收入降幅，公司综合毛利率呈下降趋势。　　我国商业航天首次整星出口东南亚　　北京时间8月25日11时21分，长征六号丙遥一运载火箭在太原卫星发射中心发射升空，将中科卫星14星、中科卫星15星、银河航天灵知09泰国立方星等7颗卫星顺利送入预定轨道。　　其中，由北京商业航天企业银河航天（北京）科技集团股份有限公司（简称“银河航天”）抓总研制的灵知09泰国立方星，是我国商业航天企业首次面向东南亚国家完成整星研制、发射及在轨交付。　　银河航天表示，这也是银河航天首次完成整星及地面系统出口并在“一带一路”共建国家落地应用，证明了中国商业航天企业已具备面向海外客户提供交付、运营、教学一体化的完整解决方案能力。　　华西证券表示，我国火箭、卫星产业链条完整，商业航天协作切入路径清晰，随着火箭可回收技术成熟、火箭发射成本优化，行业在星座组网需求与终端消费路径开拓下将迎来快速增长阶段，产业链上下游企业有望整体受益。　　中国银河证券表示，2027年～2028年我国商业航天有望进入批量首飞与初步复用阶段；2029年民商龙头进入盈利兑现窗口，产业链制造端景气度预期大幅提升，短期聚焦卫星制造领域。　　绩优商业航天概念股出炉　　据证券时报·数据宝统计，商业航天概念股8月以来股价平均上涨7.46%，蓝盾光电的股价涨幅居首，月内累计上涨180.9%。公司与星思半导体签署战略合作协议，双方围绕多个方向展开协同布局，合作内容涵盖相控阵天线、5G以及卫星通信模块的研发制造与商业化探索，同时推进无线传输相关解决方案的开发工作。

C | 　　鸿远电子在近期获得82家机构调研，公司表示，面向商业化航天与相控阵雷达的SiP外壳已实现稳定批量供货。

D | 　　蜀道装备在机构调研活动中表示，公司将通过“产业并购+自主投资+基金孵化”多措并举，探索成为商业航天燃料综合服务商，实现从“卖设备”向“供气+服务”的模式升级。　　结合业绩预告下限、快报、半年报的数据来看，中国卫星、星网宇达、航天彩虹上半年业绩扭亏。中航西飞、菲利华、火炬电子的上半年净利润规模居前，均超2亿元。　　业绩增幅方面，8只概念股上半年净利润同比增幅均超100%，北斗星通、博云新材、中天火箭、蜀道装备的净利润增幅居前，分别同比增长2368.27%、1911.60%、329.31%、235.11%。（文章来源：数据宝）。