证券日报网讯 12月17日，盛洋科技在互动平台回答投资者提问时表示，公司并非海事卫星业务运营 商，而是聚焦卫星通信终端领域，布局有适配海事场景的相关产品。目前相关产品已完成研发定型、试 制试验等，后续完成小批试生产并通过认证后，将积极推动该类产品的市场放量，逐步提升其在公司卫 星通信终端业务中的营收贡献。 （文章来源：证券日报） ...

从资金流向上来看，当日光学光电子板块主力资金净流出2.57亿元，游资资金净流出1.2亿元，散户资金 净流入3.77亿元。光学光电子板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，12月17日光学光电子板块较上一交易日上涨1.0%，盛洋科技领涨。当日上证指数报收 于3870.28，上涨1.19%。深证成指报收于13224.51，上涨2.4%。光学光电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603703 | 霊洋科技 | 14.08 | 10.00% | 14.67万 | | 2.07亿 | | 300701 | 林庙传感 | 13.86 | 5.40% | 32.94万 | | 4.46 Z | | 920438 | 戈碧迦 | 44.40 | 4.47% | ● 7.62万 | | 3.37亿 | | 002222 | 福晶科技 | ...

12月16日消息，有投资者问盛洋科技，公司最近和南美最大的卫星公司正在签订订单，请问是否真实？ 盛洋科技在互动平台回应称，关于公司子公司FTA与某全球最大卫星公司签署南美项目合作协议的相关 情况，基于商业保密条款约定，合作方具体名称暂不便公开。可补充说明的是，该合作方为总部位于欧 洲、具备高、中、低轨全轨道卫星组网布局能力的头部卫星公司；目前合作已进入合同初步实施阶段， 后续公司将严格依照客户技术标准与项目需求，推进定制化技术方案的研发落地与产品交付工作。 ...

格隆汇12月16日丨盛洋科技(603703.SH)在互动平台表示，目前公司铜缆业务产品主要应用于数据中 心、车载通信等领域，因涉及商业机密或签署了保密协议，具体信息不方便披露，敬请理解。 ...

人民财讯12月10日电，据盛洋科技（603703）消息，近日，盛洋科技旗下子公司FTA传来消息，继与欧 洲通信卫星公司(Eutelsat)达成DVB-NIP技术战略合作后，FTA再与某全球最大卫星公司正式签署南美项 目合作协议。此次合作标志着DVB-NIP技术在商业化落地进程中实现关键突破。作为此次新合作的核 心伙伴，该合作方拥有全球将近23亿用户。此次合作的核心支撑是FTA自主研发的DVB-NIP技术，是融 合卫星与IP技术的创新型混合广播解决方案。 ...

证券日报网讯12月8日，盛洋科技（603703）在互动平台回答投资者提问时表示，在卫星互联网终端方 面，公司子公司FTA与欧洲通讯卫星公司Eutelsat达成战略合作后，正积极拓展与其他国际卫星运营商 的合作。目前，针对国外不同用户需求已完成三款卫星互联网终端设备的研发、试产试样，进入小批试 生产阶段，后续将根据市场订单和客户需求开展批量生产；国内5G卫星电视终端现已完成全流程研发 工作，正式进入批量生产阶段，后续公司将根据客户订单需求，统筹安排生产排期与交付计划，全力保 障市场供应。在船载卫星通信终端方面，相关产品已完成研发定型、试制试验等，进入试产试样阶段， 后续完成小批试生产并通过认证后，可根据市场订单需求快速响应交付。在低轨卫星通信终端方面，目 前处于研发规划阶段，后续公司将结合国内低轨卫星组网进度、市场需求，稳步推进产品设计、性能测 试等工作。 ...

盛洋科技在互动平台表示，尊在卫星互联网终端方面，公司子公司FTA与欧洲通讯卫星公司Eutelsat达 成战略合作后，正积极拓展与其他国际卫星运营商的合作。目前，针对国外不同用户需求已完成三款卫 星互联网终端设备的研发、试产试样，进入小批试生产阶段，后续将根据市场订单和客户需求开展批量 生产；国内5G卫星电视终端现已完成全流程研发工作，正式进入批量生产阶段，后续公司将根据客户 订单需求，统筹安排生产排期与交付计划，全力保障市场供应。在船载卫星通信终端方面，相关产品已 完成研发定型、试制试验等，进入试产试样阶段，后续完成小批试生产并通过认证后，可根据市场订单 需求快速响应交付。在低轨卫星通信终端方面，目前处于研发规划阶段，后续公司将结合国内低轨卫星 组网进度、市场需求，稳步推进产品设计、性能测试等工作。 ...

Summary of Shengyang Technology Conference Call Company Overview - Shengyang Technology focuses on wired, wireless, and satellite communication, with a dual-driven strategy emphasizing smart vehicle high-speed cables, high-performance data cables, and satellite communication terminals. The satellite communication business is expected to experience explosive growth by 2026 [2][21][26]. Key Points and Arguments Strategic Developments - The company has established a partnership with the Ministry of Transport to introduce strategic shareholders for the development of Beidou vehicle terminals, targeting the market for trucks over 12 tons, with large-scale production expected in 2026 [2][11]. - Collaboration with European satellite communication company UTELSAT aims to launch an integrated solution combining internet and satellite TV functionalities, with a market share target of 50% by 2026 [2][12]. - The 5G satellite TV terminal has received broadcasting qualifications and is expected to begin large-scale production in 2026, targeting approximately 50 million users in areas without fiber broadband coverage [2][14]. Financial Projections - Revenue from the satellite communication business is projected to grow significantly, with expectations of a 100% to 120% increase in overall revenue by 2026 compared to 2025 [19][26]. - The company anticipates a substantial increase in profit margins due to the scale effect as revenue grows, with historical profit levels expected to be surpassed [20]. Market Position and Competition - Shengyang Technology's vehicle high-speed cable business is expected to grow by over 90% in 2024, with a domestic market penetration rate projected to reach 22% by 2026, competing primarily with German company Leoni [4][30]. - The company has a balanced revenue distribution of approximately 50% from domestic and international markets, reflecting a global development strategy [23]. Product Development and Innovation - The company is actively developing high-performance data cables for data centers and industrial automation, with expected revenue growth in these areas [8][29]. - Shengyang is also focusing on emerging applications such as robotic cables and high-end medical equipment, indicating a diversification of product offerings [8][28]. International Collaboration - Shengyang has established partnerships with various international entities, including Inmarsat and other satellite operators, to enhance its satellite communication capabilities [6][36]. - The company is exploring opportunities in low Earth orbit satellite communication, with plans to launch related equipment by 2027 [15]. Additional Important Insights - The company has implemented an employee stock ownership plan to incentivize staff and support rapid growth, with a target of achieving significant revenue growth despite challenges faced in previous years [7][18]. - Shengyang's robust growth segments include LED display screens and 5G base station construction, contributing stable annual revenues of approximately 350 million yuan and 50 million yuan, respectively [16][17]. Conclusion - Shengyang Technology is positioned for significant growth in the satellite communication sector, with strategic partnerships, innovative product development, and a strong market presence. The company's focus on both domestic and international markets, along with a commitment to employee engagement, suggests a promising outlook for investors [37].

Core Insights - The company has sufficient orders on hand and is operating at full production capacity as it enters the peak sales season in the fourth quarter [1] - The overseas business focuses on two main sectors: satellite communication and data copper cables, with a gradual expansion into international markets [1] - The company is seeing a steady increase in overseas orders, particularly in high-speed data copper cables and coaxial cables [1]

Group 1 - The company announced the convening of the 2025 Sixth Session Fourth Workers' Representative Assembly on November 12, 2025 [1] - The assembly unanimously agreed to remove Mr. Fang Hongmin from his position as the employee representative supervisor of the fifth supervisory board [1] - Ms. Wu Qiuting was elected as the employee representative director of the fifth board of directors during this meeting [1]