高新企业家说｜电科蓝天郑宏宇：抢占商业航天新蓝海

Core Viewpoint - The successful listing of Dianke Lantian on the Shanghai Stock Exchange's Sci-Tech Innovation Board marks a significant milestone in the company's development and signals a new mission to explore the commercial aerospace market [1][4]. Company History and Development - Dianke Lantian, established in 1958, is recognized as the cradle of China's power supply technology and has supported major aerospace projects including "Dongfanghong-1," Shenzhou, Tiangong, Beidou, Chang'e, and Tianwen [4]. - The company has become a core supplier of aerospace power systems in China, with over 60% of its revenue from aerospace power systems projected for 2024, serving more than 700 satellites, spacecraft, and probes, and holding over 50% market share [4][6]. Technological Advancements - The company emphasizes the importance of technological trust and entry barriers as its competitive advantage, particularly through the development of gallium arsenide solar cell arrays, which have achieved a conversion efficiency of 32% and have been validated in orbit [4][6]. - Dianke Lantian is transitioning its product system towards large-scale production to meet the low-cost and lightweight demands of commercial aerospace, utilizing flexible solar cell technologies [6][10]. Business Strategy and Market Expansion - The company aims to balance its three major business segments: aerospace power, special power, and new energy applications, while integrating aerospace-grade reliability into civilian applications [8][10]. - Dianke Lantian has established a microgrid system that utilizes multiple energy sources, successfully implemented at the Antarctic Taishan Station, providing 100% clean energy for scientific research [10]. Innovation and R&D - The company has invested significantly in technological innovation, holding 11 core technologies and 367 authorized patents, with many achieving international leading or advanced levels [11][14]. - The IPO will raise 1.5 billion yuan to enhance production capacity and accelerate the establishment of an industrialization platform for aerospace power systems [14]. Future Outlook - Dianke Lantian plans to focus on maintaining its technological leadership and enhancing its core competencies to become a globally competitive innovative technology enterprise [14].