特斯拉一项新近提交的专利申请表明，该公司正研发将星链（Starlink）天线直接嵌入车顶，此举有望彻底改变电动车联网方式并 实现显著成本优化。 根据专利说明，特斯拉开发了一种对无线电频率高度透明的车顶组件，可确保卫星信号有效穿透。该设计将允许特斯拉车辆直接 通过星链系统获取高速网络连接，从而摆脱对AT&T等第三方蜂窝网络运营商的依赖。 这一技术突破或将重构特斯拉的车载服务商业模式。目前特斯拉需向移动网络运营商支付基础连接费用，用户则需额外订阅"高级 车载娱乐服务包"以获得网络功能。若采用星链直连方案，相关成本有望转移至SpaceX的星链服务体系内，进而提升整体服务利 润。 专利技术细节曝光 | B62D 25/06 | (2006.01) | | --- | --- | | B32B 3/30 | (2006.01) | | B32B 27/08 | (2006.01) | | B32B 37/18 | (2006.01) | | B60R 13/08 | (2006.01) | | B62D 29/04 | (2006.01) | 特斯拉在最新提交的专利文件中详细阐述了其车载卫星通信集成技术。专利摘要指出， ...

Group 1: Company Overview and Market Position - Hebei Zhongci Electronic Technology Co., Ltd. is a core supplier of ceramic products (ceramic shells and substrates) for domestic and international optical module companies, with sufficient orders on hand and high capacity utilization [3]. - The company is actively expanding production to meet market demand and ensure timely order delivery [3]. Group 2: Product Development and Technological Advancements - In the precision ceramic components sector, the core technical indicators of ceramic heating plates have reached international standards, with multiple products entering mass supply [3]. - The company has developed mature supporting solutions for power devices, data centers, and AI fields, enhancing market share while maintaining existing advantages [3]. Group 3: SiC Power Electronics and Market Demand - The SiC power electronics market is experiencing continuous growth, with mainstream manufacturers predicting tight capacity in 2026 [4]. - The company has planned and deployed its SiC power electronics capacity, with an 8-inch SiC chip production line expected to reach a capacity of 5,000 pieces per month by October 2025 [4]. Group 4: Strategic Client Development and Capacity Utilization - In 2025, the subsidiary Guolian Wanzhong has introduced new strategic clients, with an 8-inch new capacity utilization rate exceeding 60% and expected to continue growing [5]. - The new SiC power module production line has commenced operations, with products undergoing validation with local automotive companies [5]. Group 5: New Application Areas and Product R&D - The company is developing high-voltage products (3300V-10kV) for solid-state transformers and solid-state circuit breakers, with samples currently under verification [6]. - Guolian Wanzhong is also focusing on AI applications, drones, and humanoid robots, with targeted product layouts in these areas [6]. Group 6: Aerospace Applications and Market Value - The company is advancing key technologies for RF chips and devices used in satellite communication and other next-generation communication systems, with steady progress in industrial applications [6]. - The value proportion of RF devices in commercial aerospace varies by application, typically ranging from tens of thousands to hundreds of thousands per satellite [6].

您好，公司设计和制造的深冷装备及独立运营的特种气体已应用于航空航天领域，未来随着商业航天的 发展，公司也能从中受益；同时公司的深冷技术及装置在国内外可控核聚变部分项目有相应业绩。公司 作为深冷行业的龙头企业，多年来专注于深耕深冷技术，不断研发新产品拓展下游应用领域，为公司发 展提供新的赛道。感谢您的关注！查看更多董秘问答>> 投资者提问： 你好董秘，请具体介绍一下公司产品在商业航空领域上的具体应用？是否已经产生业务收入？政策大力 发展商业航空，卫星通信，是否能会成为公司业绩增长的曲线？2核聚变相关布局是否已有收入和行业 地位如何？谢谢 董秘回答(中泰股份SZ300435)： 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司产品在卫星互联网、卫星通信、商业航天 领域有哪些应用？ 万马股份（002276.SZ）12月19日在投资者互动平台表示，目前，公司产品尚未直接应用于卫星互联网 及卫星通信领域；公司航空导线等部分产品符合机载和航天设备要求，应用于航空及地面装备等。 （文章来源：每日经济新闻） ...

格隆汇12月19日丨奥海科技(002993.SZ)在投资者互动平台表示，公司始终关注前沿科技领域的能源应 用需求。在卫星通信领域，公司现有的电源产品与技术已可应用于卫星通信终端设备。公司将持续跟踪 通用航空等新兴领域的技术发展趋势，并积极评估相关市场机会，依托现有的电力电子技术平台进行前 瞻性技术储备。 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decision-making, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - The company has successfully delivered low-orbit satellite communication antennas and high-orbit antennas for vehicles, with a supply of approximately 3 million 4D millimeter-wave radar waveguide antennas, indicating strong collaboration with domestic and international AR/AI glasses clients for bulk shipments [1] - The company is enhancing lithium battery performance through lithium supplement agents to improve battery cycle life and energy density, while also applying fluorinated liquids for cooling in immersion data centers, semiconductor manufacturing, and thermal management of 5G base stations [1]

硕贝德（300322.SZ）12月18日在投资者互动平台表示，公司已与部分国内外AR/AI眼镜客户深入合 作，产品已批量出货；公司已收到低轨卫通天线的量产订单，即将批量交付；车用高轨卫通天线今年已 向国内头部客户交付超过10万pcs。 每经AI快讯，有投资者在投资者互动平台提问：请问贵司AI眼镜天线是否有量产出货？预计占营收多 少百分比？ 卫星通信天线是否有量产订单？单价如何？ （文章来源：每日经济新闻） ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.85% and 1.81% respectively [1] - The total market turnover reached 1,059.2 billion yuan, an increase of 19 billion yuan compared to the previous day, with over 3,600 stocks rising [1] Satellite Industry Insights - The satellite industry is experiencing significant catalysts, including the upcoming maiden flights of several private rockets expected to break the capacity bottleneck by 2025, which will facilitate the development of the satellite industry [2] - The acceleration of satellite launches is evident, with the GW constellation's launch speed increasing after personnel changes, and the successful resumption of the G60 constellation's launches, which has initiated a new round of financing [2] - The release of Huawei's Mate80, which supports dual satellite communication and omnidirectional satellite calling, is anticipated to open up new market opportunities for the industry [2] Industry Growth Potential - The satellite industry is projected to have substantial long-term growth potential, with satellites being crucial infrastructure for the future interconnected world, responsible for vital data and information transmission tasks [2] - The domestic market is expected to grow significantly, with a projected compound annual growth rate (CAGR) of 15% by 2030 [2] - The E Fund Satellite ETF (563530) tracks the CSI Satellite Industry Index, covering the entire industry chain and focusing on high application ratios, aligning with long-term industry development trends [2]

格隆汇12月18日丨盛路通信(002446.SZ)在互动平台表示，在卫星通信领域，公司已掌握毫米波通信、 超宽带上下变频、有源相控阵等核心技术；在6G技术领域，公司已取得阶段性研发成果，涵盖Ka/Ku波 段有源相控阵天线、可重构超表面阵列天线以及毫米波雷达等方向；公司将持续关注技术产业化与市场 发展机遇，积极拓展相关业务合作。 ...

格隆汇12月18日丨盛路通信(002446.SZ)在互动平台表示，公司研发的微波模块组件可应用于卫星通信 系统，相关客户信息受保密协议的约束。另外，公司在卫星通信领域已掌握毫米波通信、有源相控阵等 核心技术，后续将重点推进相关产品的研发与客户的深度合作。 ...