（文章来源：证券日报） 证券日报网讯普天科技9月24日在互动平台回答投资者提问时表示，公司专注多品种、样品及中小批 量、短交期、高可靠性、特殊要求的PCB设计、制造、贴装一站式服务，是国内较大的特种用途PCB制 造企业和轨道交通、电力、高端通信等领域的PCB供应商，每年生产的PCB产品种类达10万种，产品应 用行业广泛。 ...

普天科技（002544.SZ）9月24日在投资者互动平台表示，公司专注多品种、样品及中小批量、短交期、 高可靠性、特殊要求的PCB设计、制造、贴装一站式服务，是国内较大的特种用途PCB制造企业和轨道 交通、电力、高端通信等领域的PCB供应商，每年生产的PCB产品种类达10万种，产品应用行业广泛。 公司重大信息会按照相关规定在指定信披媒体上进行披露，请您关注公司在中国证券报、证券时报和巨 潮资讯网等指定媒体发布的公告。 每经AI快讯，有投资者在投资者互动平台提问：公司PCB等相关产品除了应用在卫星互联网、空天算力 上外，已经有应用到华为，宇数等机器人产品上吗？如果有体量有多大？ （记者 王晓波） ...

证券日报网讯 普天科技9月18日在互动平台回答投资者提问时表示，公司已与西安电子科技大学ISN共 建联合实验室，聚焦天地一体化泛在信息网络领域，携手推进技术研发、学术交流及人才培育工作。在 业务实践层面，公司正在积极开展微波激光一体化星上载荷、微波激光一体化信关站等卫星通信相关产 品的研制，同时积极参与卫星运营商的技术服务承接工作。 （编辑 王雪儿） ...

格隆汇9月18日丨普天科技(002544.SZ)在投资者互动平台表示，公司已与西安电子科技大学 ISN 共建联 合实验室，聚焦天地一体化泛在信息网络领域，携手推进技术研发、学术交流及人才培育工作。在业务 实践层面，公司正在积极开展微波激光一体化星上载荷、微波激光一体化信关站等卫星通信相关产品的 研制，同时积极参与卫星运营商的技术服务承接工作。 ...

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 中电科普天科技股份有限公司（以下简称"公司"或"普天科技"）于 2025 年 3 月 12 日召开的第七届董事会第六次会议、第七届监事会第六会议，审议通过《关于使 用部分闲置募集资金进行现金管理的议案》，同意公司使用暂时闲置募集资金不超过 35,000 万元进行现金管理，自董事会审议通过之日起 12 个月内有效，在上述额度和期 限范围内，可循环滚动使用。具体内容详见公司 2025 年 3 月 13 日于巨潮资讯网披露的 《关于使用部分闲置募集资金进行现金管理的公告》（公告编号：2025-010）。 证券代码：002544 证券简称：普天科技 公告编号：2025-047 中电科普天科技股份有限公司 关于使用暂时闲置募集资金购买现金管理产品到期赎回并 继续购买现金管理产品的进展公告 近日，公司使用部分闲置募集资金购买的现金管理产品已到期赎回并继续进行了现 金管理，现就具体情况公告如下： 上述现金管理产品本金及收益已经及时归还至公司募集资金专用账户。 二、本次使用暂时闲置募集资金购买现金管理产品的情况 1 序 号 购买 ...

（编辑 姚尧） 证券日报网讯 普天科技9月15日在互动平台回答投资者提问时表示，股票市场价格的波动不仅取决于公 司的经营成果，还受宏观经济、资本市场发展、市场供求关系，以及投资者心理预期等各种因素的影 响。公司高端PCB（尤其是HDI和高多层板）的市场需求增长，今年上半年订单增加较多。公司始终致 力于做好生产经营，努力通过多种方式提升公司价值。公司重大信息会按照相关规定在指定信披媒体上 进行披露。 ...

每经AI快讯，9月15日，普天科技（002544）在互动平台表示，公司高端PCB（尤其是HDI和高多层 板）的市场需求增长，今年上半年订单增加较多。 ...

Group 1 - The company focuses on multi-variety, sample, and small-batch PCB design, manufacturing, and assembly services, emphasizing short delivery times, high reliability, and special requirements [1] - The company is one of the largest manufacturers of special-purpose PCBs in China and a supplier in sectors such as rail transportation, electric power, and high-end communications [1] - The company produces approximately 100,000 types of PCB products annually, with applications across a wide range of industries [1] - The company manufactures PCBs used in high-performance computer servers and supercomputers [1]

Investment Rating - The report maintains an "Accumulate" rating for the space computing industry [6] Core Insights - Space computing represents a new paradigm for AI computing infrastructure, extending capabilities from terrestrial to orbital environments, leveraging unique conditions in space for enhanced efficiency and autonomy [12][17] - The demand for computing power is expected to surge, with projections indicating that global AI data center (AIDC) electricity demand could reach 347 GW by 2030, highlighting the urgent need for innovative solutions like space computing to address energy and cooling challenges [2][67] - Several companies, including Starcloud and ADA Space, are actively developing space computing projects, indicating a strong market potential and commercial viability for this technology [3][15] Summary by Sections What is Space Computing? - Space computing involves deploying data centers in low or medium Earth orbit, utilizing modular server nodes capable of AI inference and training, thus forming "orbital data centers" [17][20] - It is distinct from edge computing, as it integrates distributed AI architecture in space, enhancing real-time processing and collaboration capabilities [20] Energy Constraints and Cooling Challenges - The report emphasizes that the explosive growth in computing demand is straining existing energy supplies, particularly in the U.S., where electricity infrastructure has not kept pace with demand [13][69] - Space computing offers significant advantages in energy efficiency and cooling, as it can harness solar energy continuously and utilize the vacuum of space for effective heat dissipation [14][14] Global Deployment Progress - Numerous companies are initiating space computing projects, with notable examples including Starcloud's plans for a gigawatt-scale data center in space and ADA Space's launch of AI satellites [3][15] - The report suggests that space computing is transitioning from conceptual validation to engineering implementation, with strong commercial prospects [3][15] Investment Recommendations - The report advises investors to focus on companies that are strategically positioning themselves within the space computing supply chain, such as SOCE, RKLB in the U.S., and Shunhao Co., Hangang Co., Putian Technology, and China Satellite in China [4][15]

Group 1 - The AI industry chain shows a divergence in performance, with sectors like consumer electronics, servers, and storage leading the gains, while previously strong optical module leaders are experiencing a pullback [1] - As of September 11, the 5G Communication ETF (515050) has surged over 85% in the last 60 days, with its latest scale exceeding 9 billion yuan, indicating strong market interest [1] - The 5G Communication ETF tracks the CSI 5G Communication Theme Index, focusing heavily on companies like Nvidia, Apple, and Huawei, with Apple concept stocks accounting for over 30% of its weight [1] Group 2 - Apple is entering a new product innovation cycle, with the introduction of the iPhone 17 Air, which replaces the long-standing Plus model and emphasizes a lightweight design [2] - The iPhone 17 Air may lead to significant changes in the smartphone market, including a shift towards eSIM technology and the potential elimination of SIM card slots in many markets [2] - Apple's future product roadmap includes major innovations such as foldable devices, a screen-equipped HomePod, smart glasses, and a home security system, indicating a broad expansion of its product offerings [2]