"太空算力"并非简单的概念炒作，其背后有着深刻的产业演进逻辑。传统卫星主要承担数据采集与回传 功能，海量数据需下行至地面站进行处理，面临传输延迟大、带宽占用高、实时性差的瓶颈。上海港 湾、中国卫星、通宇通讯、航天电子、复旦微电领涨，太空算力题材相关企业整理如下： 上海港湾（605598.SH） 最新股价：61.90元 日涨幅：+10.01% 亮点：公司重点布局轻量化、耐高温的钙钛矿电池，适配太空能源系统升级需求，能为算力卫星提供更 高效的能源解决方案。 中国卫星（600118.SH） 最新股价：72.73元 日涨幅：+10.00% 亮点：国内卫星制造绝对龙头，具备年产200颗小卫星的能力，是承担国家"三体计算星座"项目建设的 主体单位。 通宇通讯（002792.SZ） 最新股价：38.18元 日涨幅：+10.00% 亮点：核心产品卫星通信相控阵天线负责卫星与地面的信号传输，是太空算力数据往返地面的硬件核心 支撑。 航天电子（600879.SH） 最新股价：18.61元 日涨幅：+9.99% 亮点：公司星载计算机市占率超90%，其星载AI处理模块能将单星算力从T级提升至P级，是"三体计算 星座"算力升级的核心保 ...

Core Insights - The company reported a revenue of 8.744 billion yuan for 2024, representing a year-on-year growth of 15.85% [2] - The net profit attributable to shareholders reached 662 million yuan, an increase of 26.89% compared to the previous year [2] - The net profit excluding non-recurring gains and losses was 538 million yuan, up by 22.31% year-on-year [2] R&D and Innovation - The company invested approximately 708 million yuan in R&D, accounting for 8.10% of its total revenue for 2024 [2] - As of the end of 2024, the company had applied for a total of 4,782 patents, with 814 new applications in 2024 [2] - The new patents included 267 for 5G antennas, 11 for LCP, 23 for UWB, 32 for WPC, 18 for BTB connectors, 41 for MLCC, and 271 for acoustic structures [2] Product Development - The company is actively developing products such as flexible reconfigurable antennas, satellite communication phased array antennas, and millimeter-wave radar gap waveguide antennas [3] - In the wireless charging sector, the company has developed technologies for NFC wireless charging and Qi2.0/Ki [3] - The company has achieved full-chain coverage from materials to modules for low-loss, high-precision antenna solutions, entering the North American customer supply chain [3] Market Position and Demand - The company is focusing on high-end passive components, with high-end MLCC products passing major customer tests and gradually entering mass production [3] - There is a noticeable demand growth for high-end MLCC products driven by emerging fields such as AI servers, leading to a strategic layout for high-end MLCC product series [3]