2月25日，多家上市公司通过互动平台、披露投资者关系活动记录表等渠道披露公司在电子、航空等方 面最新情况： 开普云：已成立AI硬件承载主体 内生式发展与外延并购式发展并举 【航天】 【电子】 【化工】 电科蓝天：国网星座卫星研制参与率达82% 千帆星座宇航电源独家配套 【机器人】 宁波华翔：6自由度灵巧手产品正处于开发和测试的最后阶段 【AI】 【卫星】 【其他】 (本文来自第一财经) 昊志机电：已与蓝箭航天建立业务合作关系 九鼎新材（维权）：公司涉及航天领域的产品份额较小 锐科激光：公司未在公开披露的信息中提到全资子公司睿芯光纤的独立上市计划 凯格精机：公司已向海外客户交付了800G及1.6T光模块自动化组装产品线 北京君正：目前暂无研发3D SRAM的计划 斯迪克：公司MLCC离型膜产品已实现国内客户全覆盖 海外头部客户目前处于验证阶段 九鼎新材：目前未开展电子级玻璃纤维相关业务 东方电热：目前公司预镀镍材料每月供货量较2025年有增长 顶点软件：对今年业务拓展及订单转化持积极预期 黄河旋风：截至目前8mm金刚石散热片相关产品还没有量产 锡业股份：铟市场价格上涨预计将会对业绩产生正面的影响 佳电股份：截至 ...

股票近期走势 近期事件 东方电热在近7天内披露了业务进展。根据每日经济新闻的报道，公司于2026年2月11日在投资者互动平 台表示，已批量供货大圆柱电池客户，预镀镍钢带产能利用率处于较高水平，且该业务毛利率符合公司 预期。同日，公司还提到多晶硅设备订单大多为设备维修和换新项目，当前在手订单均已发货。这些进 展可能对公司新能源业务板块产生积极影响。 经济观察网东方电热（300217）近期披露了业务进展，并伴随股价波动。公司表示已批量供货大圆柱电 池客户，预镀镍钢带产能利用率较高，多晶硅设备在手订单已发货。 以上内容基于公开资料整理，不构成投资建议。 近7天东方电热股价呈现波动。根据新浪财经和搜狐的报道，2026年2月10日股价上涨2.07%，主力资金 净流入1331.26万元；2月9日股价上涨2.11%，但主力资金净流出3817.69万元；2月12日股价下跌 2.08%，主力资金净流出1.07亿元。结合内部数据库，截至2026年2月13日收盘，股价报6.01元，当日下 跌1.96%，近5日累计下跌2.59%，但年初至今仍上涨16.02%。资金流向显示短期市场情绪分化。 ...

证券日报网讯2月11日，东方电热（300217）在互动平台回答投资者提问时表示，公司已批量供货大圆 柱电池客户，产能利用率处于较高水平，毛利率符合公司预期。 ...

（文章来源：证券日报） 证券日报网讯 2月11日，东方电热在互动平台回答投资者提问时表示，重大事项以公司公告为准。 ...

东方电热（300217.SZ）2月11日在投资者互动平台表示，公司已批量供货大圆柱电池客户，产能利用率 处于较高水平，毛利率符合公司预期。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司预镀镍钢带产能目前的产能利用率具体达到 了什么水平？针对下游大圆柱电池的主流客户的验证周期是否已结束并开始批量供货？在当前原材料价 格波动背景下，该业务的毛利率是否符合公司预期的提升轨道？ ...

东方电热（300217.SZ）2月11日在投资者互动平台表示，目前，公司多晶硅设备订单大多为设备维修、 换新项目，在手订单都已发货。 （记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在多晶硅还原炉领域的新增订单市占率是否 维持稳定？目前在手订单中，已中标但推迟发货的比例大约是多少？ ...

截至发稿，张琦累计任职时间15年218天，现任基金资产总规模29.51亿元，任职期间最佳基金回报 287.54%， 任职期间最差基金回报-19.09%。 2月6日，东方电热涨5.15%，截至发稿，报6.12元/股，成交5.83亿元，换手率7.95%，总市值90.45亿 元。 资料显示，镇江东方电热科技股份有限公司位于江苏省镇江新区大港五峰山路18号，成立日期2000年2 月2日，上市日期2011年5月18日，公司主营业务涉及工业和民用高性能电加热器及其控制系统的研发、 制造和销售。主营业务收入构成为：家用电器元器件40.94%，新能源装备制造27.98%，新能源汽车元 器件17.40%，光通信行业9.84%，锂电池材料3.29%，其他(补充)0.56%。 从东方电热十大流通股东角度 数据显示，国寿安保基金旗下1只基金位居东方电热十大流通股东。国寿安保智慧生活股票A （001672）三季度持有股数1190万股，持股数量与上期相比不变，占流通股的比例为0.97%。根据测 算，今日浮盈赚取约357万元。 国寿安保智慧生活股票A（001672）成立日期2015年9月1日，最新规模21.21亿。今年以来收益 11.77 ...

2月4日，东方电热涨5.08%，截至发稿，报6.00元/股，成交4.64亿元，换手率6.41%，总市值88.68亿 元。 资料显示，镇江东方电热科技股份有限公司位于江苏省镇江新区大港五峰山路18号，成立日期2000年2 月2日，上市日期2011年5月18日，公司主营业务涉及工业和民用高性能电加热器及其控制系统的研发、 制造和销售。主营业务收入构成为：家用电器元器件40.94%，新能源装备制造27.98%，新能源汽车元 器件17.40%，光通信行业9.84%，锂电池材料3.29%，其他(补充)0.56%。 从东方电热十大流通股东角度 数据显示，国寿安保基金旗下1只基金位居东方电热十大流通股东。国寿安保智慧生活股票A （001672）三季度持有股数1190万股，持股数量与上期相比不变，占流通股的比例为0.97%。根据测 算，今日浮盈赚取约345.1万元。 国寿安保智慧生活股票A（001672）成立日期2015年9月1日，最新规模21.21亿。今年以来收益 14.15%，同类排名342/5562；近一年收益58.5%，同类排名799/4285；成立以来收益282.55%。 声明：市场有风险，投资需谨慎。 本文基于第 ...

Group 1 - Company Sunlight Power (300274) is a leading domestic enterprise in photovoltaic inverters, covering the entire industry chain including energy storage systems and photovoltaic power station development [1][43] - The company has strong technical capabilities in power electronics and system integration, with products suitable for various applications including residential, commercial, and large-scale ground power stations [1][43] - In the space photovoltaic and computing power sector, Sunlight Power's technology can be adapted for space applications, providing stable power support for space computing centers [1][43][44] Group 2 - Longi Green Energy (601012) is a leading domestic photovoltaic company focusing on the research and production of monocrystalline silicon rods and wafers, with a complete vertical integration in the industry chain [2][45] - The company excels in new generation high-efficiency battery technologies such as N-type TOPCon and HJT, with significant cost control and technical advantages [2][45] - Longi's ultra-thin silicon wafer technology meets the stringent requirements for space photovoltaic components, enabling reduced weight and improved energy efficiency for space computing centers [2][45] Group 3 - Tongwei Co., Ltd. (600438) is a dual leader in photovoltaic silicon materials and battery production, with a strong focus on high-purity crystalline silicon and photovoltaic battery manufacturing [3][46] - The company has a high market share in high-purity silicon production and is well-positioned to meet the rigorous standards required for space photovoltaic components [3][46] - Tongwei's efficient battery technology can enhance power generation in space photovoltaic applications, positioning the company as a key supplier in the space photovoltaic supply chain [3][46] Group 4 - Deye Technology (605117) is a quality enterprise with core businesses in dehumidification equipment and photovoltaic energy storage systems, excelling in household and commercial energy storage solutions [4][43] - The company's energy storage technology is crucial for providing stable energy supply in space photovoltaic applications, addressing intermittent power generation issues [4][43][44] - Deye's experience in developing equipment for extreme environments positions it well to adapt products for space applications [4][43] Group 5 - Jingcheng Machinery (300316) is a leading domestic enterprise in photovoltaic crystal growth equipment, focusing on high-end equipment for photovoltaic manufacturing [5][6] - The company's technology supports the production of high-purity silicon crystals and ultra-thin silicon wafers, essential for space photovoltaic components [5][6] - As the space photovoltaic industry matures, Jingcheng is expected to provide core manufacturing equipment for the space photovoltaic supply chain [5][6] Group 6 - Maiwei Co., Ltd. (300751) is a leading enterprise in photovoltaic battery equipment, specializing in HJT and perovskite tandem battery technologies [7][41] - The company's equipment is crucial for the mass production of high-efficiency batteries that meet the stringent requirements of space photovoltaic applications [7][41] - Maiwei's technology can support the development of space-specific battery manufacturing equipment, enhancing energy system efficiency for space computing centers [7][41] Group 7 - Foster (603806) is a global leader in photovoltaic packaging materials, focusing on EVA and POE films, with a strong market presence [8][43] - The company's packaging materials are essential for ensuring the durability and performance of photovoltaic components in extreme space environments [8][43] - Foster aims to develop specialized packaging materials for space applications, enhancing the reliability of space photovoltaic systems [8][43] Group 8 - JinkoSolar (002459) is a global leader in photovoltaic modules, with a comprehensive business model covering silicon wafers, battery cells, and modules [10][43] - The company has a strong technical foundation and global production capabilities, allowing it to meet diverse application needs [10][43] - JinkoSolar's module manufacturing technology is well-suited for space applications, with the potential to become a core supplier for space photovoltaic systems [10][43] Group 9 - TCL Zhonghuan (002129) is a core enterprise in the silicon wafer sector, focusing on monocrystalline silicon materials and semiconductor materials [12][43] - The company's high-purity silicon technology is critical for space photovoltaic components, meeting the stringent requirements for purity and performance [12][43] - TCL Zhonghuan is positioned to develop space-specific silicon products, enhancing its role in the space photovoltaic supply chain [12][43] Group 10 - Aerospace Electromechanical (600151) is a leading enterprise in the integration of aerospace and photovoltaic technologies, covering the entire industry chain from component manufacturing to power station operation [19][43] - The company's aerospace power technology can be directly applied to space photovoltaic systems, providing essential energy management solutions [19][43] - With its experience in satellite systems, Aerospace Electromechanical is well-positioned to participate in the development of space computing centers [19][43]

Group 1 - The home appliance parts sector increased by 2.68% on February 3, with Xing Shuai Er leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Key stocks in the home appliance parts sector showed significant price increases, with Xing Shuai Er rising by 5.62% to a closing price of 14.67 [1] Group 2 - The home appliance parts sector saw a net inflow of 870 million yuan from main funds, while retail funds experienced a net outflow of 656 million yuan [2] - The stock with the highest net inflow from main funds was Sanhua Intelligent Control, with 83.9 million yuan, while it faced a net outflow of 249.9 million yuan from retail investors [3] - Dongfang Electric Heat had a net inflow of 20.51 million yuan from main funds, but also saw a net outflow of 17.74 million yuan from retail investors [3]