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。 ...

Group 1 - The core viewpoint of the article is that Shengyang Technology (603703.SH) has stated that its copper cable products are primarily used in data centers and vehicle communication sectors, but specific details cannot be disclosed due to commercial confidentiality or signed non-disclosure agreements [1] Group 2 - The company emphasizes the importance of understanding the limitations on information disclosure due to confidentiality agreements [1]

Core Insights - The article highlights a significant partnership between FTA, a subsidiary of Shengyang Technology, and a major global satellite company for a project in South America, marking a key breakthrough in the commercialization of DVB-NIP technology [1] Group 1: Partnership and Collaboration - FTA has recently signed a cooperation agreement with one of the largest satellite companies globally, following a strategic collaboration with Eutelsat on DVB-NIP technology [1] - The new partnership is crucial as the collaborating satellite company serves nearly 2.3 billion users worldwide, indicating a vast potential market for the DVB-NIP technology [1] Group 2: Technology and Innovation - The core of this new collaboration is FTA's independently developed DVB-NIP technology, which integrates satellite and IP technologies into an innovative hybrid broadcasting solution [1]

Core Viewpoint - Shengyang Technology (603703) is actively expanding its satellite internet terminal business through strategic partnerships and product development, indicating a strong commitment to meeting both domestic and international market demands [1] Group 1: Strategic Partnerships - The company’s subsidiary FTA has established a strategic cooperation with Eutelsat, a European satellite communications company, and is looking to expand collaborations with other international satellite operators [1] Group 2: Product Development - Three satellite internet terminal devices have been developed and are in the small batch trial production phase, tailored to meet the diverse needs of international users [1] - The domestic 5G satellite television terminal has completed the entire R&D process and has officially entered the mass production phase, with production schedules and delivery plans being arranged based on customer orders [1] Group 3: Product Categories - In the area of shipborne satellite communication terminals, relevant products have completed R&D and testing phases and are now in the trial production stage, with plans for rapid delivery based on market orders [1] - Low Earth orbit satellite communication terminals are currently in the R&D planning stage, with the company set to advance product design and performance testing in line with domestic low Earth orbit satellite network progress and market demand [1]

Core Viewpoint - The company is actively expanding its partnerships with international satellite operators following a strategic collaboration with Eutelsat in satellite internet terminals [1] Group 1: Satellite Internet Terminals - The subsidiary FTA has completed the research and trial production of three satellite internet terminal devices tailored to different international user needs, now entering small batch trial production [1] - The company plans to initiate mass production based on market orders and customer demands [1] Group 2: Domestic 5G Satellite TV Terminals - The domestic 5G satellite TV terminal has completed the entire R&D process and has officially entered mass production [1] - The company will coordinate production scheduling and delivery plans based on customer order requirements to ensure market supply [1] Group 3: Shipborne Satellite Communication Terminals - Relevant products for shipborne satellite communication have completed R&D and testing phases, now entering trial production [1] - After small batch production and certification, the company will respond quickly to market orders [1] Group 4: Low Earth Orbit Satellite Communication Terminals - The low Earth orbit satellite communication terminal is currently in the R&D planning stage [1] - The company will steadily advance product design and performance testing in line with domestic low Earth orbit satellite network progress and market demand [1]

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]