证券日报网讯12月30日，瑞立科密（001285）在互动平台回答投资者提问时表示，公司现有产品尚未在 商业航天领域形成实质性的业务应用或产生相关收入。公司始终关注包括商业航天在内的前沿科技与高 成长性赛道的发展动态，并评估其未来与公司技术及业务战略的潜在协同机会。 ...

Group 1: Domestic Chip Replacement - The rise of domestic AI chip manufacturers is marked by significant stock price increases, with companies like Cambrian Technology surpassing major brands like Kweichow Moutai [1] - The market anticipates more AI chip companies to go public, with notable performances from companies like Moer Thread and Muxi, indicating strong investor interest in domestic chip alternatives [1] - The domestic market share for smart computing chips is projected to grow from approximately 20% in 2024 to about 60% by 2029, reflecting a shift towards local production [2] Group 2: AI Edge Computing - The emergence of AI in hardware is expected to redefine traditional devices, with predictions that mobile phones and apps may become obsolete in favor of AI-driven edge devices [3] - The global edge AI market is forecasted to grow from 321.9 billion yuan to 1.22 trillion yuan between 2025 and 2029, with a compound annual growth rate of 40% [4] - The focus of competition is shifting from hardware specifications to AI experience and ecosystem collaboration, indicating a transformation in the value chain [5] Group 3: Quantum Computing Advances - Quantum technology is recognized as a strategic frontier for technological revolution, with significant breakthroughs expected in the coming years [6] - China's advancements in quantum communication and computing are positioning it alongside global leaders, with the "Zu Chongzhi No. 3" quantum computer expected to maintain a competitive edge [7] - The practical application of quantum computing in fields like finance and protein simulation is anticipated to grow, marking a critical step towards commercialization [6] Group 4: Commercial Space Acceleration - The commercial space sector is entering a new phase of rapid evolution, supported by government policies and increased capital investment [8] - The global commercial space market is projected to grow at a compound annual growth rate of 10.5% over the next five years [8] - The demand for satellite launches is expected to surge, with significant increases in the number of satellites being deployed [9] Group 5: Solid-State Battery Development - Solid-state batteries are gaining attention as a transformative technology for electric vehicles, with major manufacturers announcing plans for testing and production [10] - The timeline for mass production is set for 2027, with initial production expected to be in small batches [11] - The industry faces challenges in cost and manufacturing processes, with a consensus that semi-solid batteries will precede full solid-state solutions [10] Group 6: L3 Autonomous Driving - The introduction of L3 autonomous driving is accelerating due to supportive policies and decreasing costs in the supply chain [12] - The commercial application of L3 technology is expected to expand significantly in 2026, with several manufacturers already in the approval process [13] - The transition from assisted to fully automated driving represents a critical milestone for the industry, with ongoing improvements in technology and data accumulation [13] Group 7: Real Estate Debt Restructuring - Major real estate companies like Country Garden and Sunac have successfully completed debt restructuring, indicating a shift in the industry’s approach to financial challenges [14] - The total scale of debt restructuring in 2025 reached approximately 1.2 trillion yuan, significantly alleviating short-term repayment pressures for affected companies [14] - The focus for 2026 will be on balancing risk management and transformation within the real estate sector, with expectations for continued progress in debt resolution [15] Group 8: "15th Five-Year Plan" Initiatives - The "15th Five-Year Plan" emphasizes high-quality development and technological self-reliance as key objectives for the next five years [16] - The plan outlines initiatives to enhance the modern industrial system and promote strategic emerging industries, including quantum technology and renewable energy [17] - Increasing the resident consumption rate is highlighted as a crucial goal, with measures aimed at boosting consumer spending and improving living standards [18]

证券日报网讯12月30日，乾照光电（300102）在互动平台回答投资者提问时表示，公司目前是国内砷化 镓太阳能电池外延片第一供应商，并积极布局国际市场。公司已储备太阳能电池规模化生产的产能，能 够满足公司未来在商业航天领域的增长需求。此外，公司通过延伸应用场景至商业"空天地"全领域，积 极把握商业航天发展（000547）机遇，持续稳固公司砷化镓太阳能电池市场份额的领先地位。 ...

证券日报网讯12月30日，蓝思科技（300433）在互动平台回答投资者提问时表示，公司与北美大客户已 有10年深度合作，是其一级核心供应商。公司凭借全面的材料技术、完整的技术路线及从模组到整机的 ODM能力，深度参与大客户智能座舱、人形机器人、商业航天等多项核心业务。在商业航天方面，公 司已批量出货卫星地面接收器外观件、结构件模组。凭借全球领先的超薄玻璃后道加工技术，已自主研 发厚度小于1mm的超薄光伏玻璃模组、大尺寸UTG柔性玻璃等，配合超高难度的多重镀膜工艺，可满 足抗原子氧剥蚀、抗辐射和热控制等太空光伏技术需求，目前已与相关客户对接合作开发中。 ...

回复：在商业航天领域，液态氢作为高比冲、零碳排放的核心推进剂， 正随着可重复使用火箭、深空探测及太空加油等前沿任务的加速发展而迎 来增长机遇。 证券代码：300540 证券简称：蜀道装备 四川蜀道装备科技股份有限公司 投资者关系活动记录表 编号：2025-012 投资者关系 活动类别 □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 ☑ 现场参观 ☑ 电话会议 参与单位名称 及人员姓名 1、招商证券、四川发展证券基金 2、中邮证券、国泰基金、松熙资产 时间 2025年12月29日上午 10:00-12:00 2025年12月30日上午 10:00-11:00 地点 公司会议室 腾讯会议 上市公司接待 人员姓名 副总经理、董事会秘书 马继刚 董事会办公室副主任、证券事务代表 贾雪 证券事务代表 向星睿 投资者关系 活动主要内容 介绍 1、请问公司与日本丰田的合作模式及合资公司进展情况？ 回复：公司与日本丰田的合作主要通过双方共同设立的合资公司开 展。合作模式上日本丰田方主要提供核心技术支持，而公司则聚焦于本地 市场开发、供应链整合及商业化落地。技术研发方面，合资公司将组建独 立的 ...

此外，市场的积极变化还体现在市场信心的提升上。沪指"十连阳"向市场传递了积极的信号，增强了投 资者对A股市场的信心。随着市场生态的改善，越来越多的投资者愿意将资金投入到股市中，为A股市 场提供了充足的资金支持。同时，信心的提升也吸引了更多的长期资金，如社保基金、养老金等，这些 资金的入市将进一步优化市场的投资者结构，促进市场的健康发展。 不过，连续的小阳线不可能永远持续下去，当投资者集中认可了未来的慢牛走势，可能会引发买入力量 的集中爆发，并形成后续的买入力量短期枯竭，从而引发股市短期回调走势，这都属于正常现象。毕竟 没有只涨不跌的股市，但从长期来看，小阳线、多阳线走势的持续性显然更好。 值得注意的是，"十连阳"之下并非所有的投资者都能赚到钱，毕竟小阳线、多阳线行情利好的是中长期 持股的价值投资者，频繁交易的投机者反而可能更容易亏钱。 总之，沪指"十连阳"是A股市场积极变化的一个缩影。板块轮动合理、投机情绪下降等变化，为A股市 场的长期稳定发展奠定了坚实的基础，这也是价值投资型股市的基本特征。 北京商报评论员 周科竞 沪指K线出现"十连阳"，创年内新纪录。指数的多阳、小阳远好于单次的大阳，"十连阳"的走势也意 ...

格隆汇12月30日丨中利集团(002309.SZ)在互动平台表示，公司线缆产品不涉及商业航天领域。 ...

格隆汇12月30日丨初灵信息(300250.SZ)在互动平台表示，公司没有涉及商业航天方面的研发、制造、 发射等业务。 ...

Group 1 - The company, Yangzi New Materials (002652.SZ), primarily engages in the research, production, and sales of organic coated boards [1] - The company has not yet ventured into the commercial aerospace sector [1]

Group 1 - The company, Yangzi New Materials (002652.SZ), primarily engages in the research, production, and sales of organic coated boards [1] - The company has not yet ventured into the commercial aerospace sector [1]