登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002428 证券简称：云南锗业 公告编号：2026-006 云南临沧鑫圆锗业股份有限公司2025年度业绩预告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为正值且属于同向下降50%以上情形 单位：万元 ■ 二、与会计师事务所沟通情况 本次业绩预告未经会计师事务所审计。公司已就业绩预告有关事项与年报审计会计师事务所进行了预沟 通，公司与会计师事务所在本报告期的业绩预告方面不存在重大分歧。 三、业绩变动原因说明 1、报告期内，随着国内低轨通信卫星组网的推进，光伏级锗产品需求增加，该产品销量同比大幅增 加；本期光通信市场景气度提升，公司化合物半导体材料磷化铟产品销量增加；本期光纤级锗产品、红 外级锗产品（镜头、光学系统）订单量增加使得销量同比增加。在产品价格及成本变动方面，报告期 内，受原材料市场平均价格上涨的影响，使得材料级锗产品、光纤级锗产品、光伏级锗产品、红外级锗 产品（毛坯及镀膜镜 ...

Core Viewpoint - Aerospace Technology (000901) has indicated that its technical capabilities in the aerospace application sector can support or service low Earth orbit communication satellite networking-related businesses, but currently, the company has not established any service relationships [1] Group 1 - Aerospace Technology's capabilities are aligned with low Earth orbit communication satellite networking [1] - The company has not yet formed any service relationships in this area [1]

Group 1 - The core viewpoint of the article is that Aerospace Science and Technology (000901.SZ) has indicated its technical capabilities in the aerospace application field can support or service low Earth orbit communication satellite networking, but currently, no service relationship has been established [1]

Group 1 - The core viewpoint of the article is that Aerospace Science and Technology (000901.SZ) has indicated its technical capabilities in the aerospace application field can support or service low Earth orbit communication satellite networking, but currently, no service relationship has been established [1]

Core Viewpoint - Yunnan Germanium stated that the demand for space solar cells has significantly increased due to the rapid growth of global satellite networks, particularly low Earth orbit communication satellites [1] Group 1: Market Demand - The demand for solar germanium chips has shown a good growth momentum due to the increasing need for commercial satellite networking [1] - By the first half of 2025, with the advancement of low Earth orbit communication satellite networking, market demand is expected to rise [1] Group 2: Company Performance - The sales volume of the company's photovoltaic-grade germanium products is anticipated to increase significantly year-on-year [1]