宝泰隆(601011.SH)：石墨烯材料兼具高热导率、轻量化等核心优势，与卫星热管理、结构优化等关键需求高度契合

Core Viewpoint - The company, Baotailong (601011.SH), highlights the potential applications of graphene materials in the satellite industry due to their high thermal conductivity and lightweight properties, aligning with key requirements in satellite thermal management and structural optimization [1] Group 1 - The company emphasizes its commitment to core technology research and development, closely aligning with commercial development trends [1] - The company is steadily advancing technology iterations and connections with relevant fields [1]