Core Viewpoint - The company is actively involved in the commercial aerospace sector through its production of solar-grade germanium wafers, which are utilized in satellite solar cells, indicating a strategic alignment with future aerospace demands [2]. Group 1: Business Operations - The company has provided solar-grade germanium wafers for the initial batch of satellites in the "Thousand Sails Constellation" project, highlighting its role in the aerospace industry [2]. - The company plans to invest 282 million yuan in a project to produce solar cells using germanium wafers, aiming for an annual production capacity of 2.5 million wafers by the end of 2025 [2]. Group 2: Product Characteristics - Solar germanium batteries produced by the company are noted for their high photoelectric conversion efficiency and stable performance, making them suitable for use in spacecraft such as artificial satellites [2]. Group 3: Future Plans - The construction project for solar cells using germanium wafers is designed to meet current customer demands and align with future downstream trends, with a construction period of 18 months [2]. - Upon completion, the project is expected to achieve an annual production capacity of 2.5 million germanium wafers, indicating a significant potential for revenue generation in the future [2]. Group 4: Research and Development - The company does not have ongoing research projects related to germanium-tin alloys, and its main R&D projects and progress are disclosed in annual reports [2].

云南锗业（002428.SZ）8月13日在投资者互动平台表示，公司生产的光伏级锗产品为太阳能电池用锗单 晶片，下游客户以外延生产厂商为主，公司并未直接对接终端客户。近三年公司光伏级锗产品的营业收 入分别为：2022年约5493万元，2023年约7584万元，2024年约10559万元。目前公司光伏级锗产品太阳 能锗晶片产能为30万片/年（4英寸）、20万片/年（6英寸）。经董事会批准，公司于近期实施建设"空间 太阳能电池用锗晶片建设项目"，该项目计划建设期18个月，计划在现有产能基础上新建，最终形成年 产250万片锗晶片生产能力。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘您好，蓝箭航天已启动IPO，请问云南锗业的光伏 级锗电池是否为其供应商？近三年销售收入大概是什么量级？在近轨卫星高频发射的未来三年里，公司 产能储备如何？ ...