中证报中证网讯(记者吴科任)据云南锗业（002428）11月13日晚公告，当日公司副总经理、董事会秘书 金洪国在接受机构投资者调研时表示，由于全球卫星特别是低轨通讯用商业卫星组网需求快速增长，对 空间太阳能电池需求大幅增加，全球太阳能锗晶片的用量表现出较好的增长势头。 目前，云南锗业材料级锗产品主要为锗锭(金属锗)和二氧化锗。深加工方面，公司光伏级锗产品主要为 太阳能锗晶片，红外级锗产品主要为红外级锗单晶及毛坯(光学元件)、锗镜片、镜头、红外热像仪、光 学系统，光纤级锗产品为光纤用四氯化锗，化合物半导体材料主要为砷化镓晶片、磷化铟晶片。公司产 品主要运用包括红外光电、太阳能电池、光纤通讯、发光二极管、垂直腔面发射激光器(VCSEL)、大功 率激光器、光通信用激光器和探测器等领域。 金洪国表示，目前公司光伏级锗产品太阳能锗晶片的产能为30万片/年(4英寸)、20万片/年(6英寸)。经董 事会批准，公司于2025年3月开始实施"空间太阳能电池用锗晶片建设项目"，该项目计划建设期为18个 月，计划在现有产能基础上新建产能，2025年末达到年产125万片锗晶片的产能，项目完全建成后达到 年产250万片锗晶片的产能。在 ...

证券代码：002428 证券简称：云南锗业 云南临沧鑫圆锗业股份有限公司 投资者关系活动记录表 编号：2025-006 | 投资者关系活动 | 特定对象调研 ☑ | □分析师会议 | | --- | --- | --- | | 类别 | □媒体采访 | □业绩说明会 | | | □新闻发布会 | □路演活动 | | | □现场参观 （请文字说明其他活动内容） | □其他 | | 活动参与人员 | 西部证券股份有限公司：李华丰； | | | | 申万宏源证券有限公司：张雨旸； | | | | 信达澳亚基金管理有限公司：李晓西； | | | | 红塔证券股份有限公司：徐守喜、淤晖； | | | | 上海玖石股权投资管理有限公司：毛宇豪； | | | | 上海益和源资产管理有限公司：孟宪宇； | | | | 宝盈基金管理有限公司：吕功绩； | | | | 浦银安盛基金管理有限公司：赵楠； | | | | 广发证券股份有限公司：邹昱旻。 | | | 时间 | 2025 年 11 月 13 日 | | | 地点 | 昆明市呈贡新区马金铺电力装备园公司生产基地 | | | 上市公司接待人 | 副总经理、董事会秘书：金洪国 ...

Group 1 - The core viewpoint is that despite the increase in satellite launches, the sales volume and prices of germanium products from Yunnan Germanium Industry remain low [2] - The company indicates that there has been a significant increase in demand for space solar cells due to the rapid growth of global satellite networks, particularly for low Earth orbit communication satellites [2] - The sales volume of photovoltaic-grade germanium products is expected to see a substantial year-on-year increase in the first half of 2025 [2]

Core Viewpoint - Yunnan Ge Industry (002428) is implementing a "germanium chip construction project for space solar cells" to meet current customer demands and align with future downstream demand trends [1] Project Details - The project has a planned construction period of 18 months [1] - By the end of 2025, the project aims to achieve an annual production capacity of 1.25 million germanium chips [1] - Once fully completed, the project will reach an annual production capacity of 2.5 million germanium chips [1]

Core Insights - Yunnan Ge Industry (002428.SZ) is focusing on the production of photovoltaic-grade germanium products, specifically solar germanium wafers, which are primarily used in solar germanium batteries known for their high photoelectric conversion efficiency and stability [1][3] - The company is undertaking a "Space Solar Cell Germanium Wafer Construction Project" to meet current customer demands and align with future downstream trends, with a planned construction period of 18 months and an expected annual production capacity of 1.25 million wafers by the end of 2025, ultimately reaching 2.5 million wafers per year upon full completion [1][3] Company Developments - The company has confirmed that it does not have any ongoing research projects related to germanium-tin alloys, and its main research projects and progress are disclosed in annual reports [1] - The company has provided solar germanium substrates for the first batch of satellites in the "Thousand Ships Constellation" project, indicating a significant connection with the commercial aerospace sector [3] - The planned investment of 282 million yuan in the space solar cell germanium wafer project suggests a strategic move to potentially make this segment a major revenue source in the future [3]