PIESAT(SH:688066) Di Yi Cai Jing·2026-01-12 12:40Core Viewpoint - The company has noted recent media discussions regarding its business related to hot concepts, but asserts that there have been no significant changes in the market environment or industry policies affecting the satellite application sector [1] Industry Analysis - The satellite application industry is experiencing cyclical mismatches in the supply chain, which poses risks [1] - Delays in satellite launch plans or insufficient expansion of downstream application scenarios may impact the company's business progress [1] Business Operations - The company is currently in the satellite application phase, and any failures or delays in satellite development and launch could hinder the overall construction of satellite internet, affecting service provision and market expansion [1] - The company signed a strategic cooperation agreement with Wuxi Zhongneng Energy Storage Technology Co., Ltd. in December 2025, but no substantial business cooperation has commenced yet [1] - The company lacks technology in the perovskite-related field, and its main business remains unchanged [1] - A strategic cooperation agreement was signed with Guangzhou Zhongke Aerospace Exploration Technology Co., Ltd. in July 2023, but no substantial business cooperation has occurred in the two and a half years since the agreement [1]