国力电子:在商业航天领域的业务主要为新的卫星平台和商用飞机的通信系统配套相关电子真空器件

Core Viewpoint - The company is actively engaged in the commercial aerospace and controlled nuclear fusion sectors, focusing on the development and supply of critical electronic vacuum devices and power components, which are expected to drive long-term growth despite currently representing a small portion of overall revenue [1] Group 1: Commercial Aerospace - The company provides electronic vacuum devices for new satellite platforms and communication systems for commercial aircraft, and has achieved small-scale supply [1] Group 2: Controlled Nuclear Fusion - In the nuclear fusion sector, the company focuses on key power devices required for fusion reactors, including vacuum capacitors, hydrogen thyratrons, high-power klystrons, and cyclotron tubes [1] - The vacuum capacitors have already achieved mass supply, while hydrogen thyratrons and high-power klystrons are in critical stages of research and customer validation [1] - Cyclotron tubes are currently in the product development phase [1] Group 3: Market Position and Future Outlook - Both sectors are in a market expansion phase, maintaining a good growth momentum, and are considered important strategic directions for the company's long-term development [1]