方邦股份（688020.SH）12月31日在投资者互动平台表示，投资者您好！公司薄膜电阻产品（埋阻铜 箔）主要通过相关线路板厂商提供给卫星终端，由于客户保密原因，暂无法计算有多少订单向卫星领域 分流（因为薄膜电阻也可以用于消费电子）。埋阻技术由于取消了表面焊点，可提升卫星品质可靠性和 抗干扰能力。 每经AI快讯，有投资者在投资者互动平台提问：公司的薄膜电阻能否用在卫星，目前是否有相关订 单？ （文章来源：每日经济新闻） ...

深度推荐军转民 AI 及商业航天赛道 20251222 摘要 新雷能特种订单修复和数据中心电源业务放量，前三季度收入增长 36%，亏损同比收窄，股权激励计划显示公司对未来增长的信心，预计 2025-2027 年营收增速将分别达到 20%、60%和 120%。 新雷能在高可靠特种领域，受益于国产大飞机持续交付和卫星领域星网 工程及 G60 星链项目，预计未来 20 年国内民航客机市场电源年需求约 90 亿元，卫星发射年需求超 80 亿元。 数据中心业务受益于 AI 产业爆发，预计 2025-2031 年服务器电源市场 规模将从 265 亿美元增至 600 多亿美元，新雷能与海外客户合作开拓 海外算力市场，预计到 2027 年相关产品市场空间接近 400 亿人民币。 菲利华新电子布行业前景广阔，预计 2027 年需求量将增长至六七千万 米以上，市场空间达 150 亿元人民币，公司具备全产业链自主可控优势 和先发优势。 商业航天领域快速发展，SpaceX 内部估值已达 8,000 亿美元，ARK Investment 预测未来估值可达 2.5 万亿美元。国内蓝箭航天朱雀三号 运载火箭首飞，展示了多项新技术。 Q&A ...

Group 1: Company Overview and Operations - The company has a total of 919 patents, including 58 invention patents, 770 utility model patents, and 76 design patents [2] - The company has established partnerships in the hydrogen energy sector, with over 50% of its civil fiber revenue (approximately 120 million) coming from hydrogen cylinder applications [1] - The company has received gold supplier awards from the shipbuilding industry, indicating its potential in the marine applications of carbon fiber [3] Group 2: Financial Performance and Market Trends - The company announced contracts worth over 600 million, primarily in aviation applications, which are expected to contribute to revenue growth [4] - Export business, mainly in wind power carbon beam products, achieved a 25% recovery growth last year, accounting for 21% of total revenue [5] - The company has experienced a decline in profits over the past two years due to fluctuations in the civil fiber market and the impact of the Inner Mongolia project on normal operations [7][8] Group 3: Future Development and Strategic Focus - The company aims to enhance its presence in the low-altitude economy, with a complete product system to support both manned and unmanned aerial vehicles [6] - Future development will focus on the aviation sector, particularly with the acceleration of large aircraft production and low-altitude equipment [8] - The company is optimistic about growth in the satellite sector, providing high-strength carbon fiber products for satellite applications [8]