左手半导体光刻右手商业航天卫星，苏大维格产业布局加速

Group 1 - The core viewpoint is that Su Dawei Ge is accelerating its layout in the semiconductor and commercial aerospace sectors through strategic investments and acquisitions [1][8] - The company has entered into a strategic partnership with Shanghai Yu Di Optoelectronics, a leading domestic manufacturer in precision optical lenses and systems, focusing on semiconductor and satellite laser communication optics [2][3] - Shanghai Yu Di has experienced rapid growth in order and sales due to the trend of semiconductor localization and the development of commercial aerospace and low-orbit communication satellite industries [3][6] Group 2 - The recent acquisition of Changzhou Weipu Semiconductor has been completed, with the new generation STORM5000 mask defect detection equipment passing commercial acceptance tests, which is expected to significantly enhance Su Dawei Ge's future performance [8] - The company’s core business now covers the research and manufacturing of high-end laser direct-write lithography machines and nano-imprint lithography machines, greatly expanding its business boundaries [8] - The space laser communication technology has become a standard in the industry, with significant market potential, as evidenced by China's application for 200,000 low-orbit satellites, which is expected to drive faster growth for Shanghai Yu Di in the commercial aerospace sector [6]