物联网(IOT)
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顺络电子(002138) - 2026年1月22-23日投资者关系活动记录表
2026-01-26 01:30
证券代码:002138 证券简称:顺络电子 1 | 回答: | | --- | | 公司基于对材料、设备、设计、制造工艺的能力,把握 | | 住产业机会,为各类AI服务器类客户提供一站式元器件解决 | | 方案。 | | 客户已覆盖国内头部服务器厂商及各头部功率半导体 | | 模块厂商,公司AI服务器相关的订单饱满,相关业务将继续 | | 保持快速增长。 | | 3、请问公司IOT类产品的拓展情况如何? | | 回答: | | 物联网(IOT)、能源市场(SOFC、新能源汽车电子、 | | 光伏、储能应用)及数据中心等新兴领域,是公司未来持续 | | 发展的基础,也是目前公司聚焦的业务,公司在新兴市场应 | | 用领域的推广力度正逐步加大,目前进展顺利,产品推广及 | | 市场推进持续进行中。公司在IoT业务上有着较快的发展速 | | 度,目前客户情况拓展顺利。 | | 4、请问公司产品价格有什么变化? | | 回答: | | 公司产品属于电子元器件,成立以来一直专注于主业发 | | 展,目前公司电感产品技术水平与全球知名电子元器件厂商 | | 技术水平比肩,产品拥有核心竞争力,且公司拥有全球领先 | | 的 ...
马斯克的“星链” 卫星大批坠落,SpaceX 商业版图受挫
Xin Lang Cai Jing· 2025-06-09 07:45
Core Insights - SpaceX's Starlink satellites have experienced a significant increase in the number of satellites falling from orbit, with 583 satellites lost to date, approximately one in every fifteen satellites launched [1][3] - The increase in satellite falls is correlated with heightened solar activity, which affects atmospheric conditions and increases drag on low Earth orbit satellites [1] - Starlink aims to provide global high-speed internet access through a large constellation of satellites, with a manufacturing cost of $250,000 to $500,000 per satellite and launch costs of approximately $60 million per mission [2] Group 1 - The number of Starlink satellites that fell in 2021 surged to 78, with 99 in 2022 and 88 in 2023, while 316 satellites burned up in the atmosphere last year [1] - The current solar activity peak has led to increased atmospheric heating, causing the atmosphere to expand and increasing drag on satellites, resulting in more frequent falls [1] - Starlink's business model integrates satellite manufacturing, launching, and operational services, creating a comprehensive commercial ecosystem [2] Group 2 - Starlink satellites are designed for low orbits with an average lifespan of five years, and the user base is projected to exceed 5 million by 2025, covering various sectors including aviation and maritime [3] - The launch of direct mobile connectivity services in 2023 aims to expand Starlink's offerings, including SMS, voice calls, internet access, and IoT functionalities [3] - The increase in satellite falls contributes to space debris, posing risks to other spacecraft and requiring significant investment for satellite maintenance and replacement [3]